The auto trade is becoming a tale of two industries: carmakers that benefit from cash-for-clunkers schemes, and those that don't. Contrast BMW, whose BMW-brand deliveries fell 9 per cent in the third quarter, with the continuing buoyant total car sales figures in Germany and France. The problem for BMW and luxury rivals is these scrappage schemes are mainly encouraging consumers to buy small, cheap cars. So French car sales jumped 20 per cent year-on-year in October – the sixth month of that kind of increase – as consumers took advantage of France's scheme before its December expiry. But the big gainers were Peugeot, Renault and Ford, which on Monday announced a surprise quarterly profit. In Germany, October new car registrations were up 24 per cent, though its scrappage scheme ran out in September, as cars ordered under the scheme are still being delivered.
汽车业正在上演双城记：一边是从“旧车换现金”计划中受益的汽车制造商，另一边则是那些未能受益的制造商。宝马(BMW)第三季度同名品牌销量下降9%，与德国、法国持续上扬的汽车销售总量形成鲜明对比。宝马及其他高端品牌面临的问题是，这些“旧车换现金”计划主要鼓励消费者购买小排量的低价汽车。因此法国10月份汽车销量同比跃升20%，连续第6个月出现这种幅度的增长，因为消费者希望在12月计划终止之前加以充分利用。而最大的赢家是标致(Peugeot)、雷诺(Renault)和福特(Ford)，3家公司周一均发布了令人惊讶的季度利润。在德国，尽管旧车换现金计划已于9月份结束，但10月份新车登记量仍然增长了24%，因为符合计划的新车订单仍在发货中。