通用汽车计划在第三季度计提16亿美元的费用，以调整其电动汽车战略。此举背景是联邦政府的电动汽车税收抵免即将结束，预计将减缓市场需求。汽车制造商正重新评估电动汽车生产计划，因为过去两年消费者需求有所放缓。特朗普政府取消7500美元的联邦税收抵免，引发了业界对消费者需求下降的担忧。通用汽车预计，政策变化（包括税收抵免终止和排放规则放松）将导致电动汽车的普及速度放缓。该公司表示，此次费用与市场状况及监管政策环境变化导致电动汽车销量低于预期有关。分析师认为，通用汽车的电动汽车转型激进，此举并不意外，并指出选择大力发展混合动力汽车的丰田和本田可能从中受益。此外，关税和贸易政策变化也给通用汽车带来财务压力，本季度和上季度均受到重大影响。

🚗 通用汽车计划在第三季度计提16亿美元的费用，以应对电动汽车市场需求的预期放缓。此举源于联邦政府电动汽车税收抵免的终止，以及可能影响汽车制造商生产更多电动汽车的排放规则的放松。

📉 消费者对电动汽车的需求在过去两年有所减缓，促使包括通用汽车在内的多家汽车制造商重新评估其电动汽车生产计划。税收抵免的取消尤其被视为可能导致需求下降的关键因素。

⚖️ 除税收抵免外，政策环境的变化，如排放规则的调整，也对通用汽车的电动汽车战略产生了影响。公司预计这些因素将导致电动汽车的普及速度减慢，并据此调整其财务预期。

📊 分析师指出，通用汽车在电动汽车领域的激进投入使其此次调整并不意外。他们认为，那些更侧重于混合动力汽车开发的汽车制造商，如丰田和本田，在美国汽车市场可能更具优势。

💰 通用汽车还面临来自关税和贸易政策变化的财务压力，这在其上一季度已造成显著影响。公司预计今年全年将因此受到40亿至50亿美元的冲击，并正采取措施以抵消部分影响。

General Motors said Tuesday that it plans to take a $1.6 billion charge in the third quarter as it revamps its electric vehicle strategy as the end of the federal government's EV tax credit is expected to slow demand.

GM's move comes as automakers are reworking their plans for producing EVs after consumer demand softened over the last two years.

The Trump administration's move to end the $7,500 federal tax credit for EVs, which helped support the emerging industry, prompted executives to warn about a drop-off in consumer demand.

GM said in a filing that it expects "the adoption rate of EVs to slow" following the recent policy shifts, which included not only the termination of the tax incentive but also a move to roll back an emissions rule that was expected to push automakers to make more EVs.

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The automaker told Reuters that the charge "is a special item driven by our expectation that EV volumes will be lower than planned because of market conditions and the changed regulatory and policy environment."

Garrett Nelson, a senior equity analyst at CFRA Research, said that the charge "doesn't come as a surprise given recent market developments and the fact GM had made probably the most aggressive EV push of any traditional automaker."

"We think the automakers who chose to invest more heavily in hybrid vehicle development such as Toyota and Honda are poised to benefit in the U.S. auto market," Nelson added.

GM PROFIT SHRINKS DESPITE STRONGER SALES

The Trump administration's tariffs and trade policy shifts have also created financial headwinds for automakers like GM, which took a $1.1 billion hit in the prior quarter.

GM estimated it has a bottom-line impact of $4 billion to $5 billion this year due to tariff headwinds, and said that it could take steps to offset at least 30% of the impact.

Those include a $1.2 billion non-cash impairment tied to EV capacity adjustments and $400 million in contract cancellation fees and commercial settlements.

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GM said the charges will be recorded as adjustments to non-GAAP results for the third quarter, which are scheduled to be released early next week.

GM shares rose 0.68% during the morning trading session on Tuesday following the news.

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Reuters contributed to this report.