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October 4, 2023
財經

罷工衝擊尚未浮現 通用Q3汽車銷量增2成

美國汽車工人工會(UAW)發動的罷工行動已進入第3週,不過似乎並未影響通用汽車(GM)第3季在美國的新車銷量。不過專家示警,罷工引發的生產與供應鏈問題恐於本月開始浮現。

通用週二(3日)公布的資料顯示,今年Q3新車銷量達67萬4336輛,較去年同期成長21%,高於市場與分析師原先預期的成長15~16%,此外,電動車銷量逾2萬,也較去年同期勁增33%。

分析認為,儘管汽車工人工會罷工尚未對公司銷量造成負面影響,但罷工行動若持續延長,相關車廠仍可能面臨潛在的銷售與供應鏈問題,UAW罷工已衝擊通用的中型皮卡、旗下雪佛蘭SUV Traverse與豪華SUV別克(Buick Enclave)生產。

標普預估,汽車工人工會同時對3大汽車巨頭通用、福特及斯特蘭蒂斯(Stellantis)進行罷工,將導致3大車廠每日產能損失超過4000輛,若罷工行動持續,最終損失還可能上看數10萬輛,經濟學家認為,罷工對通用部分車輛生產的影響恐於這個月開始顯現。

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