美国汽车研究中心（CAR）：2024美国电动汽车可负担性白皮书：供应、需求和政策动向（英文版）（33页）.pdf

1、 CENTER FOR AUTOMOTIVE RESEARCH i Affordability:The Twenty-Five Thousand Dollar Electric Vehicle Authors:Snehasis Ganguly Tyler Harp Yen Chen K.Venkatesh Prasad www.cargroup.org 880 Technology Dr Suite C Ann Arbor,Michigan,48108 August 2024 White Paper CENTER FOR AUTOMOTIVE RESEARCH ii Table of Cont

2、ents Table of Figures.ii Acknowledgments.iii Abstract.4 Introduction.4 Affordability:A working definition.6 Supply factors.8 Demand factors.13 Policy factors.20 Conclusion.27 Citations.30 Table of Figures Figure 1.Engineering decisions to reduce cost,provided by U.S.Steel.9 Figure 2.A possible scena

3、rio of Tesla Model 3 path to$25,000.10 Figure 3.Household income distribution:all households vs.households owning an EV.13 Figure 4.Available new vehicles in the US market under$25,000 MSRP .14 Figure 5.US light vehicle sales and vehicle producer price index(1982=100),2015 2024.15 Figure 6.NADA/JD P

4、ower new vehicle average transaction price by year.15 Figure 7.2023 US light vehicle market share breakdown by segment.16 Figure 8.After-tax household income expenditure on transportation,2008 2022(left)and by major expense category,2022(right).17 Figure 9.Percent of households that may afford an au

5、to loan based on 10%of pre-tax income and an 8%interest rate.18 Figure 10.Percent of households that may afford a$25,000 auto loan based on 10%of pre-tax income and an 8%interest rate.18 Figure 11.JD Power EV Affordability Index:The tipping point of affordability.19 Figure 12.Challenge of policy sup

6、port affordable EV adoption AND protect US automotive manufacturing.21 Figure 13.IRA section 30D new clean vehicle credit increasing sourcing requirements by year.23 Figure 14.US EV sales in the first half of 2024,potential 30D eligibility by model.24 CENTER FOR AUTOMOTIVE RESEARCH iii Acknowledgmen