Automotive Expert: Why Cars Are Being Built in the US Again

Other automakers break up that run by Tesla in last year's index, for instance. Not that Tesla did anything wrong, it said these other manufacturers are just catching up to them. The Honda Ridgeline is at number six on the 2024 American Made Index. That means it's contributing more to the US economy than the Ford F-150.

其他汽车制造商打破了特斯拉在去年的排名。例如，并不是特斯拉做错了什么，而是这些其他制造商正在迎头赶上。2024年美国制造指数中，本田Ridgeline排名第六。这意味着，它对美国经济的贡献超过了福特F-150。

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本期节目由LenBuzz赞助。经销商们，你们是否因为客户信用记录薄弱而丢失销售机会？LenBuzz贷款是经销商为信用历史较少甚至没有信用历史的购车者提供融资的最佳方式。客户缺少社会安全号码或ITIN？没问题。LenBuzz可以快速准确地评估购车者的信用状况，而不仅仅依赖FICO评分。这将带来更多的贷款批准和更高的盈利。有提供LenBuzz贷款的经销商可以享受更低的经销费、更高的支票金额和当天资金到账。访问LenBuzz.com斜杠Earnedash More了解更多，或查看下方节目备注中的链接。

This episode is also brought to you by CDK Global. CDK Global has been empowering nearly 15,000 dealers with the tools and technology they need to build deeper relationships with customers. Their team is keenly aware of the state of dealership technology and while many vendors promise seamless experiences between your CRM, DMS, digital retail, and fixed ops, most of these bolt-on solutions tend to break workflows and cause more harm than good. That is why CDK has launched a new dealership experience platform.

本期节目由CDK Global赞助。CDK Global为近15,000家经销商提供工具和技术，帮助他们与客户建立更深的关系。他们的团队深刻了解经销商技术的现状。尽管许多供应商承诺在CRM、DMS、数字零售和固定运营之间提供无缝的体验，但大多数附加解决方案往往会破坏工作流程，带来更多问题。正因如此，CDK推出了一款新的经销商体验平台。

This new integrated software consists of everything you need to operate a dealership efficiently while delivering an unparalleled experience to your customers. Basically, everything working together, not separate, one system to run your dealership as opposed to 10. CDK developed it with an outside-in approach listening to dealers every step of the way. You can learn more about CDK's dealership experience platform by visiting CDKGlobal.com slash DXP or clicking the link in the show notes below.

这款新集成软件包含了运营汽车经销店所需的一切，帮助你高效经营店铺，同时为顾客提供无与伦比的体验。简单来说，它将所有功能集成在一个系统中，而不是分散在十个系统中。CDK在开发该软件时采用了外在需求导向的方法，全程倾听经销商的意见。你可以访问CDKGlobal.com/DXP了解更多关于CDK经销店体验平台的信息，或点击下方备注中的链接。

Jenny Newman on the CDG podcast. Jenny, welcome. Thank you. Thank you for having me. Good to have you on. So you're the brains behind the American Made Index that's gone viral all over the internet? I am not the brains. We've got an incredible group of people who put this together. But I am the one who gets to talk about it, so I'm very excited to share more insights on it with you. You have the fun role. Jenny, start us off. Tell us a little bit about yourself and your background.

Jenny Newman在CDG播客上。 Jenny，欢迎你。 谢谢。谢谢你们邀请我。很高兴你能来。 所以你是那个在网上走红的“美国制造指数”的幕后主脑？ 我不是幕后主脑。我们有一个令人难以置信的团队将其整合在一起。但我是那个有机会谈论它的人，所以我很高兴能与你分享更多见解。 你有个有趣的角色。 Jenny，先来介绍一下你自己和你的背景吧。

Well, I am a journalist with incredibly about 30 years of experience the last 16 years here at cars.com. I just celebrated my work anniversary. I started off as a traditional journalist working in newspapers, wrapping up that side of my career at the Chicago Sun Times and the Boston Herald, and then heard about this opportunity to come to cars.com. And honestly, I just wanted to get into the digital side of things. But what I learned over here is that turns out I'm really passionate about the automotive industry and the people who work here and this company in general. And so I found a home and somewhere I can continue to grow.

好吧，我是一名拥有大约30年丰富经验的记者，最近16年在cars.com工作。我刚刚庆祝了我的工作周年纪念。我一开始是传统的报纸记者，先后在芝加哥太阳时报和波士顿先驱报结束了那段职业生涯，然后听说了来cars.com的机会。老实说，我只是想进入数字领域。但在这里我发现自己对汽车行业以及这里的员工和公司充满了热情。所以，我找到了一个让我可以继续成长的归宿。

Before we get into the actual index and the drivers, what this means for the car industry, because there's some important movements on this index, I'm curious to know from a business perspective, what is it about or from a content strategy? How did you ID or how did your team ID this type of index? Why bring this to market? I know it's been around for, I want to say, five to six years or even longer. There we go. It's grown in its prominence, at least from my perspective. But how does that strategy, how do you implement that type of strategy to create this type of index? Why even do that to begin with?

在我们讨论实际指数和驱动力及其对汽车行业的影响之前，因为这个指数上有一些重要的变动，我想从商业角度了解一下，这个指数的背景是什么？或者说从内容策略方面来看，你们是如何识别到这种指数的？你们的团队又是如何识别到的？为什么要将这个指数推向市场？我知道它已经存在了，我想说，有五到六年或更长时间。从我的角度来看，它的知名度有所提升。但是这种策略是如何实施的？为什么最初要做这样的事情呢？

Well, at cars.com, we are very fortunate in that we have, for as long as the company has been around, had an editorial department. And this is a traditional editorial department. We are independent automotive journalists who are reviewing cars, covering news around cars. And one of the things that I think the thinking behind the American Made Index, when it came around 19 years ago, so we're about to launch our 19th year of this index, is we wanted to take a look at the assumption that an American car meant that it needed to have an American nameplate on the hood. So afford a GM, a Jeep, a Dodge. Digging into that deeper, of course, that's a lot of work. I'm sure you're not surprised to hear. There's a lot of data crunching and analysis that goes on to make that happen.

好的，在 cars.com，我们非常幸运，自公司成立以来，一直拥有一个编辑部门。这是一个传统的编辑部门。我们是独立的汽车记者，负责评测汽车并报道汽车相关新闻。大约19年前，“美国制造指数”（American Made Index）就产生了，所以我们马上要推出这个指数的第19个年头了。我认为这个指数的初衷之一，是为了审视一个假设：认为一辆美国汽车必须在引擎盖上有一个美国品牌标志，比如福特、通用、吉普或道奇。深入研究这个问题当然非常复杂，毫不意外，这需要大量的数据处理和分析工作。

But ultimately, what we give the reader is the full list now of all the vehicles that are made here in the US. And we rank them, of course, allowing people to see which is the most American for the year. So it's a little bit of a labor of love because there is so much effort that goes into it. But we certainly see the interest in it, not only from shoppers, but also from automakers who are very invested in seeing just an independent source like cars.com dig into this topic. I mixed up my dates. So it's seven years that you've been editor in chief at cars.com. That was the date I was referring to. So a bit of a mix. No worries.

但最终，我们给读者提供的是现在美国制造的所有车辆的完整名单。当然，我们还对它们进行了排名，让人们可以看到哪一款车是当年最符合“美国制造”标准的。因此，这是一项付出了很多努力、充满热情的工作。我们确实看到了对此的兴趣，不仅仅是来自消费者，还有来自那些非常关注像cars.com这样的独立来源深入研究这一话题的汽车制造商。我搞混了日期。就你在cars.com担任主编的时间来说，已经是7年了。我之前提到的日期是这个。所以有点混乱。没关系。

Yeah. All right. So let's get into the into the meat and potatoes, I'd like to say, right? I read one of one of your stats, which was nearly 50% of car shoppers are willing to pay extra for vehicle supporting US employment. And they are ready to pay up to 30% more. A number that's almost double year over year. Can you explain this to us for one second? Like what is what is going on in our country today?

好的。那让我们深入探讨一下吧，对吗？我看到一个统计数据，说的是将近50%购车者愿意为那些有助于美国就业的车辆支付额外费用，而且他们愿意多支付高达30%的费用。这一数值几乎是去年同期的两倍。你能不能给我们解释一下这到底是怎么回事？为什么现在我们国家会出现这种情况？

Oh, goodness. I mean, if I had that, I'd probably be running the country, but with respect with respect to this trend, with respect to this trend. Sure. Sure. I think that, listen, the pandemic was a really interesting time for everyone. And I think that for many of us, it helped us realize just how important it is the industries that fuel our cities, and our states, and of course, our national economy.

哦，天哪。我的意思是，如果我有那种能力，我可能已经在管理这个国家了。不过，关于这个趋势的问题，可以这么说。我认为，疫情对于每个人来说，都是一个非常特殊的时期。我觉得，对我们很多人来说，这段时间让我们意识到支撑我们城市、州以及国家经济的各个行业是多么重要。

And what we see from this research is that car shoppers, even though this is a big investment, their second biggest investment when it comes to purchasing a vehicle, they realize that, you know, if they can, they do want to put their money, they want to keep it as local as possible. They want to help their neighbors, right? And if it's not their neighbor, well, then it's somebody maybe in their state. So, you know, I think it's that it's that drive to make sure that, you know, we're keeping these dollars local as local as possible, and that this index allows us to highlight which vehicles do just that.

根据这项研究，我们发现购车者，即便这是一项大投入，是他们在购车方面的第二大投入，他们也意识到，如果可以的话，他们希望尽量把钱花在本地。他们想帮助邻居。如果邻居不行，那么可能是他们所在州的人。所以，我认为这是一种动力，确保我们尽量将资金留在本地，而这个指数让我们能够突出哪些车辆做到了这一点。

I think I've been following this stuff very closely. Like, I think the one thing that's really interesting is just like, if you look at all Western countries for a second, like nationalism is rising. But that's that's statistically. The other thing is I've been very, you know, just me speaking to regular everyday consumers. I hear people say, constantly, like, yeah, if the Chinese bring, you know, really cheap cars to the US, I'm going to buy. And by the way, some people say the complete opposite, like, no way.

我觉得我一直在密切关注这些事情。有一件特别有意思的事情是，如果你看一下所有西方国家，你会发现民族主义在上升。这是有统计数据支持的。另一方面，我在与普通大众交流时，经常听到有人说，如果中国把非常便宜的汽车带到美国，他们会买。当然，也有一些人完全持相反的观点，表示绝对不会买。

I still intrinsically feel like the average consumer will, you know, think with their pocket, right? That's what I believe. I think that in an economy that is, or, you know, in an economy that has been pretty inflationary for the last couple of years, to say the least, right, you're going to, more than ever, right, go be financially first. So do you think that people stating that, or people stating now that, you know, 50% of car shoppers are willing to pay extra for, and they're not saying how much extra, but some extra for vehicle supporting US employment. Do you think that if push came to shove, like, do you feel like this is a real, this is something that, you know, like stated versus revealed preference situation, like, people are just saying this, or do we feel like this is really true? There's a fundamental shift happening with our consumer, with our population, where stuff like this American made index and American made cars are going to be a lot more important to the everyday person. I know I put a, a big question on you here, but this is just where my brain is going. What do you think about this?

我仍然觉得普通消费者会优先考虑他们的钱包，对吧？这是我的看法。在一个过去几年一直在通货膨胀的经济环境中，更何况我们正处在这样的一个经济环境中，对吧？你会比以往任何时候都更注重经济实惠。所以，你怎么看那些说50%的购车者愿意为支持美国就业的车辆多花一些钱——他们没说多花多少，但就是多花一些钱——的说法？你觉得如果真的到了关键时刻，这是不是一个真实的情况？这是人们说出来的，还是我们真的觉得这是真的？我们的人群、我们的消费者之间是否正在发生一个根本性的转变，让这种“美国制造”的指数和美国制造的汽车对每天的普通人来说变得更加重要？我知道我这个问题有点大，但这是我的思维方向。你怎么看？

Sure. Well, it's interesting, right? I always find this research fascinating to get a little bit of insight into what car shoppers are thinking. And we're not asking them exactly what that, how much they're planning to pay for a vehicle. So it could be that this is people who are looking at the more affordable end of the scale when it comes to new cars. They say, sure, I'm willing to pay at least 10% over what I plan for my budget when it comes to car shopping.

当然。这很有趣，对吧？我总是觉得这类研究很有意思，因为它可以让我们稍微了解一下购车者在想些什么。我们并没有直接问他们具体计划花多少钱买车。所以这可能意味着这些人是在考虑比较实惠的新车。他们表示，当然，我愿意在我的预算基础上多花至少10%来买车。

I will say that from our perspective, and what we've been really focused on covering this year has been affordability. It's a huge issue as you pointed out for shoppers, not just when it comes to cars, but of course, even just across the economy, basically. And so affordability is really important. We know that more automakers are slowly starting to lean in to creating, providing more affordable new cars for shoppers. So there's something there, right?

从我们的角度来看，今年我们一直重点关注的就是价格的可负担性。正如你所指出的，这对消费者来说是个大问题，不仅仅是在买车时，整个经济环境也是如此。所以价格的可负担性非常重要。我们了解到，越来越多的汽车制造商也在逐步倾向于为消费者提供更实惠的新车。所以，这方面是有进展的，对吧？

Now, I also think when you take, when you do some research, perhaps this is your version of Better Angels, they're saying, yes, of course, I want to support the economy. But when it comes down to time to actually write that check, maybe reality and their monthly budget caused them to rethink what they're willing to spend. Yeah, not to get too academic on you here. But if I'm going back to high school, it's kind of like Maslow's hierarchy of needs, right? It's like, before we get to, you know, like supporting the overall, you know, country or whatever, it's like, okay, I got to make sure I can put food on the table da da da da da. So that's how I think about it, which is why I have been very vocal.

现在，我也认为，当你做一些研究的时候，也许这就是你版本的“Better Angels”（“美德天使”一书中的概念）。他们会说，是的，我当然想支持经济。但是当真正要掏钱的时候，也许现实情况和他们的每月预算让他们重新考虑自己愿意花多少钱。对，不想在这里说得太学术，但如果回到高中时代，这有点像马斯洛的需求层次理论，对吧？就是说，在支持整个国家或者其他什么之前，我得确保自己至少能在饭桌上摆上食物等等。所以这就是我的想法，这也是为什么我一直很直言不讳。

And if Chinese make it to the US, Chinese cars make it to the US and they're significantly cheaper, that, you know, they will, you know, cause a lot of disruption in the market. So TBD, how that plays out, it's all speculation. But anyone who's been in auto retail has sold a car and has experienced a customer that's strapped for cash or maybe, you know, lower middle class or maybe just, you know, doesn't have extra, they think they would resonate with this.

如果中国车进入美国市场，而且价格便宜得多，那么它们将对市场造成很大的冲击。具体情况如何还需要观察，现在这一切都只是推测。但任何在汽车零售行业工作过的人都曾卖过车，遇到过手头紧或者低收入甚至没有多余钱的顾客，他们会对这种情况深有共鸣。

All right, so I want to move forward to the actual index. Last year's index was, was, you know, a real, you know, a real shaker because you, you had the top five was, you know, at the top 10 predominantly Teslas, which I think caught many people off guard. You think, you know, Tesla, you think this global company, then you're like, wait, like Ford, Chevy, you know, GM, these like historically American brands who are now on your index have fallen below Tesla. Walk, talk to us about the new index that you just released, the 2024 index. What's on it? What's new? What's changed? Give us a rundown.

好吧，让我们来看看最新的指数。去年的指数嘛，可以说，真的是个大震撼，因为前十大公司中有五个都是特斯拉，这让很多人大吃一惊。大家一想到特斯拉，就会想到这个全球性公司，然后再看看，像福特、雪佛兰、通用这些历史悠久的美国品牌居然在指数中排在特斯拉之下。给我们讲讲你们刚发布的2024年新指数吧。它有哪些内容？有什么新变化吗？给我们简要介绍一下。

Well, I think what's most interesting about this year's index is we're seeing shifts not at the top spot at the top stop spot. The Tesla Model Y is still number one, right? But what's happening is we're seeing other automakers break up that that run by Tesla in last year's index, for instance. So at number two, we had the Honda Passport at number three, it's the Volkswagen ID 4. Number four is the Model S from Tesla again, same as last year, same position. And then I'll just give you the five number five is the Honda Odyssey. So Honda's coming in really strong.

嗯，我觉得今年指数最有趣的是，我们看到的变化并不是在第一名的位置。特斯拉 Model Y 仍然是第一，对吧？但有趣的是，我们看到其他汽车制造商打破了特斯拉去年在指数中的统治地位。例如，今年排名第二的是本田 Passport，第三名是大众 ID 4。第四名依然是特斯拉的 Model S，跟去年一样，同样的位置。然后我再告诉你第五名是本田 Odyssey。所以本田的表现非常强劲。

And Volkswagen moved up as well from from the 2023 version of this of this index. So, you know, couple of things there, right? We're seeing shifts. We are seeing a lot of shifts happening. I think I think we're going to continue to see shifts every year, especially as EVs continue to come into this space, right? As automakers start building more EVs here as they move their battery plants here, those moves will absolutely impact this list in the coming years.

大众汽车在这一指数的2023版中也上升了。由此可以看出，有一些变化正在发生。我们确实看到了很多变化。我认为这些变化每年都还会继续，尤其是随着电动汽车（EV）不断进入这个领域。当汽车制造商在这里制造更多电动汽车，并将电池工厂也搬到这里时，这些举措将在未来几年对这一名单产生重大影响。

The other thing to call out here is Honda, right? Honda has always traditionally done pretty well on our index, honestly. And this year is really no difference. In fact, they moved up spots, which is really interesting to see and just shows how that automaker is pushing more into the US here as the years go on.

这里还要提到本田，对吧？老实说，本田在我们的指数上一直表现得不错。而今年也不例外，实际上，他们排名更高了。这真的很有意思，也显示了这家汽车制造商在这些年里不断向美国市场推进。

Why do you think dealers should care about this, right? If I'm a franchise dealer of a Honda dealer shiver, whatever, why should I care about this index? Or why should I care about where these vehicles are predominantly made? That's a great question. And it matters to car shoppers. So it should matter to dealers. We talked a little bit about them wanting, you know, about car shoppers saying that they were willing to pay a little bit more for an American made car.

为什么你认为经销商应该关心这个，对吧？如果我是一个本田经销商之类的专卖店，为什么我要关心这个指数？或者为什么我要关心这些车辆主要是在哪里制造的？这是个好问题。这对购车者来说很重要，所以对经销商来说也应该重要。我们之前提到过，购车者表示愿意为美国产的汽车支付更多的钱。

Now, dealers will know best if that actually helps, but that could be something that helps them close the sale. This little, this tidbit of information, hey, did you know this was built in Alabama or Indiana, right? That could be something that maybe tips somebody over into making that commitment to that vehicle. So it does matter, it should matter to dealers because it does matter to car shoppers.

现在，销售人员最清楚这种方法是否真的有效，但这可能帮助他们完成交易。这条小小的信息，比如：“嘿，你知道这车是在哪儿造的吗？是在阿拉巴马州或印第安纳州造的哦。” 这样的细节也许会让犹豫的顾客做出决定。所以，这确实重要，对于销售人员来说应该重视，因为对购车者来说也是有意义的。

Now, when you say it matters to car shoppers, do you think that's why OEMs would care as well? Or do OEMs have, you know, some different incentives here? Obviously, we, you know, last year, we had the whole strikes and the UAW, Debicle and everything that went down there. So are there any other reasons other than consumer demand and behavior that should lead OEMs to actually care about syndics? I think for OEMs, they're absolutely invested in this, right? For foreign automakers, it's a, you know, it's something to hang their hat on. Honda finds this, you know, Honda Toyota, even Mazda, which just has one car on the list, right? This year, it's a great talking point for them and a matter of pride for those domestic automakers. They're still showing up on this list. They still are important to, you know, the overall economy and, and for them as well, we, they participate by giving us some, some detailed information and, you know, they are absolutely part of this work and interested in the results. So yeah, I do think it matters to automakers too.

现在，当你说这对购车者很重要时，你认为这也是为什么原始设备制造商（OEM）会关心的原因吗？还是说OEM有其他不同的动机？显然，我们知道，去年我们经历了罢工和美国汽车工人联合会（UAW）的混乱局面。那么，除了消费者的需求和行为外，还有其他原因能导致OEM真正关心这些因素吗？我认为对OEM来说，他们绝对对此很投入。对外国汽车制造商来说，这是他们的拿手好戏。像本田、丰田，甚至只有一款车上榜的马自达，都认为这是一个很好的宣传点，也是他们引以为豪的事情。对于那些国内的汽车制造商，他们同样也上榜了。这些公司依然在整个经济体系中占据重要位置，对他们来说，他们通过提供一些详细信息参与进来，对这项工作和结果也非常感兴趣。所以，我确实认为这对汽车制造商来说也是重要的。

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I just find it crazy that Ford and GM are not in the top 10. I know you just listed five. I obviously have a sneak peek here to my left. And Ford and GM are not in the top 10 of the American made index. It's like, it's almost like a paradox. Like, how is that possible? What's going on? Whoa, what's going on? Right? Ford and GM, I think it's their legacy automakers. And so they have this they're really a lot of my brain is just my brain just triplired. I bring it doesn't make sense to me. Like, well, that's kind of the assumption of this index, right? Is that this is going to be dominated at the top by Ford and GM. And it's important to call out. I absolutely want to call out that GM has the most vehicles on this index. They have 18 vehicles on the index. Ford has 12 vehicles on the index. So they absolutely are showing up and in powerful ways, right? But the difference is, is that these are true global automakers. They are legacy automakers. And so they have supply lines around the globe. You know, you have transmissions being built in one country and shipped to the US to be put into one of their vehicles here. Right? There's a lot that goes into it. And I think that's what you're seeing with this list

我简直觉得难以置信，福特和通用竟然不在前十名里。我知道你刚刚只列了五个，但我这边偷偷看了一下，确实，福特和通用不在美国产品指数的前十名里。这简直是个悖论，怎么可能？到底发生了什么？哇，怎么回事？福特和通用可是有着悠久历史的汽车制造商啊，我脑子快转不过来了。这太不符合常理了，因为一般认为这份名单的前列应该是被福特和通用占据的。值得指出的是，通用确实在指数上有最多的车型，共有18款车上榜，福特则有12款车。所以他们的确有很强的表现力。 但不同的是，这些是真正的全球汽车制造商，拥有庞大的全球供应链。比如，变速箱在某个国家生产，然后运到美国装到他们的车上。这其中牵涉到很多因素，我觉得这就是这份名单背后的原因。

Tesla, on the other hand, right? Another domestic automaker, smaller lineup. They have four vehicles in total on the list. And you know, they are also younger, right? I don't know if we can call them new anymore, but I think we can call them younger. And that allows them to really think through a different approach to building vehicles. So we know they start, they keep their supply lines tight. They're they're based in, you know, the country that they're working where they have their assembly plants, even the region. And so that, that really shows up here on, on the index, right? The way that they've built out their, their supply lines really, I think is reflected here.

另一方面，特斯拉，对吧？另一家国内汽车制造商，产品线较小。他们总共有四款车型在榜单上。而且你知道的，他们也是比较年轻的，对吧？我不知道我们是否还能称它们为新公司，但我认为我们可以称它们为年轻公司。这使得他们能够真正考虑一种不同的造车方法。所以我们知道，他们保持供应链的紧凑。他们的基地在他们拥有总装厂的国家，甚至在同一个区域。因此，这在这个指数上确实有所体现。他们构建供应链的方式，我认为在这里得到了反映。

We don't have Rivian on this list, not yet. We'll see what happens as they release more vehicles. I'm curious to see how their approach will show up on this list in coming years as well. So I think, you know, I mentioned earlier, there's a lot of shifts happening every year at shifts. It blows my mind because we start off, we're like, well, what do we think is going to happen? And we're always, we're always a little surprised at the end result, which is a good thing. But you know, it's, it's, this market, this industry continues to shift.

我们还没有把Rivian列入这个名单，至少目前还没有。我们将看看他们推出更多车辆后会发生什么。我很好奇，在未来几年，他们的策略会如何在这个名单上体现出来。我之前提到过，每年都会发生很多变化，这让我非常惊讶。我们一开始会猜测会发生什么，但最终结果总是让我们有点意外，这是好事。不过，你知道，这个市场，这个行业一直在不断变化。

You have new players come in, and it eventually gets reflected in this American made index. Yeah, I feel like if I'm, if I'm at OEM, and I see the trends with consumer behavior, the stats that, you know, we mentioned earlier here in the conversation, it just feels like something that needs to be prioritized over the next five years. And so we just mentioned Tesla supply chain, which was where I thought you were going to take it and just their abilities to produce so, you know, such a large percentage of the vehicle here in the US, it just seems like, you know, increasingly, the OEMs are going to have to be thinking about that as well.

你有新的玩家加入，最终会反映在这个美国制造的指数上。是的，如果我是OEM（原始设备制造商），并且看到消费者行为的趋势，以及我们之前在对话中提到的统计数据，我会觉得这是未来五年需要优先考虑的事情。我们刚刚提到特斯拉的供应链，我本以为你会提到这一点，还有他们在美国生产如此大比例车辆的能力，这就意味着越来越多的OEM也需要考虑这一点。

And it's no longer just, you know, how can I make it, you know, cheaper, right, globalization, like, let's get priced down rather, right, I need to meet consumer behavior like you were saying. Absolutely. I think in, you know, again, pandemic lesson, right, those supply lines, remember, think about the, some of the issues with shipping, you know, that caused vehicles that dealers were desperately in need of to be delayed. There were so many issues from a global standpoint that, that, you know, perhaps we'll continue to see slight corrections, right? There are limits to what some of these automakers can do.

不再只是, 你知道, 如何让成本变得更低，对吧，全球化，比如，让价格降下来，而是，我需要满足消费者的行为，就像你刚才说的。完全同意。再说一次，疫情的教训，那些供应链，记得吗，想想那些运输问题，导致经销商急需的车辆被延迟交付。从全球的角度看，有很多问题，我们可能会继续看到一些小的调整。某些汽车制造商能够做的事情是有限的。

The other side of it is the inflation reduction act of 2022. Not only did that incentivize shoppers to purchase EVs, right? But it also was incentivizing automakers to build these EV plants and battery manufacturing plants here in the US. So as those shift shifts happen, we're going to see the shifts on the index, for instance, Volkswagen ID for the first year it came out, didn't make the list, it was built in Germany. It moved on to the list quite significantly last year when they shifted production to Chattanooga.

另一面是《2022年降低通胀法案》。这个法案不仅激励消费者购买电动汽车，对吧？它还激励汽车制造商在美国建设这些电动汽车工厂和电池制造厂。随着这些转变的发生，我们在指数上会看到变化。例如，大众的ID.4在刚上市的第一年并没有进入榜单，因为它是在德国制造的。但去年他们将生产转移到了查塔努加后，这款车显著地进入了榜单。

And now today it's moved up even one more spot into number three. And so, right, we're, we're actually seeing it. It's just, as I think you know, with EVs, it's a measured shift. So it's, it's taking a little time. This is definitely a transition point for the industry and even for the index. So explain to me, Honda, like Honda and number two is something that also caught me off guard, given the fact that they've had to, you know, fast rise on this list. Is that been something strategic on their end? Like, how is that? How do they, how do they accomplish that? And I think first, first, how have they accomplished that? Then my brain naturally wanders to can other, you know, automakers do the same.

现在，它又向上移动了一位，排到了第三名。所以，对吧，我们实际上看到了这种情况。正如你所知道的，电动汽车的转变是一个有步骤的过程，所以这需要一点时间。这对于整个行业来说无疑是一个转折点，甚至对指数来说也是如此。那么，说到本田，本田排到了第二名也让我感到意外，考虑到他们在这张榜单上快速上升的事实。这是他们的战略举措吗？他们是怎么做到的？首先，我觉得他们是如何做到的？然后我自然会想到其他汽车制造商是否也能做到同样的事情。

But let's just start with the first question. How is Honda risen so quickly on this list to be at number two right under the Model Y? Honda's made the investments here in the U.S. It's, it's kind of amazing that you think about Lincoln, Alabama, where they build the Honda Odyssey, the Ridgeline, the passport, and the pilot. They also have assembly plants in Indiana, Ohio, and Georgia, and they're going to be building that EV hub in Ohio. So they are definitely, this is, I think you and I both know, automakers really don't make quick, quick plans, right? A quick plan for them is five years out, because there's a lot, there's a lot to coordinate. So this is not just a sudden shift for them.

但让我们先从第一个问题开始。为什么本田在这个榜单上迅速上升至第二位，仅次于Model Y？本田在美国进行了大量投资。你想想，他们在阿拉巴马州的林肯市制造Honda Odyssey、Ridgeline、Passport和Pilot等车型，这真是令人惊叹。他们在印第安纳州、俄亥俄州和乔治亚州也有组装厂，并且计划在俄亥俄州建设一个电动车枢纽。所以毫无疑问，本田并不是临时起意，我们都知道，汽车制造商通常不会制定短期计划，对他们来说，五年的计划已经算是短期了，因为需要协调的事情很多。所以这对本田来说并不是一个突然的转变。

This is slowly building toward this goal. What, what is, what has worked out well for them is, you know, all of those factors that we just discussed, right? The incentives to start building more factories here in the U.S. The incentives just from a business standpoint of, of keeping this production closer, less global and closer, they are seeing the benefits by appearing on this list.

这正在慢慢向这个目标推进。你知道，他们成功的原因在于刚才我们讨论的那些因素，对吧？比如在美国建立更多工厂的激励措施，以及从商业角度看，将生产保持在本地而不是全球各地的激励措施。因此，他们因为出现在这个榜单上而看到了这些措施带来的好处。

What's really interesting is, you know, we didn't talk, we didn't go beyond the top five, but I will give you a sneak peek and say that the Honda Ridgeline is at number six on the 2024 American made index. And that means it's contributing more to the U.S. economy than the Ford F-150, which is at number 58. So yeah, so it's, it's really interesting. And one other, one other call out about Honda is, you know, they have their luxury side as Accura.

真正有趣的是，我们没有讨论前五名，也没有深入探讨，但我可以偷偷告诉你，2024年美国制造指数中，排在第六的是本田Ridgeline。这意味着它对美国经济的贡献超过了排在第58的福特F-150。是的，这真的是相当有趣。还有一点要提到的是，本田有一个豪华品牌叫Acura。

Well, all of the Accuras are built here in the U.S. Now it's a small lineup, but they're still built here in the U.S., right? And so it's this approach, which is obviously benefiting Honda, obviously benefiting these local economies. And, you know, honestly, it looks like Honda's all in. They're just pushing and pushing here to build in the U.S., which is great to see for the workers.

好的，现在所有的讴歌（Accura）汽车都是在美国生产的。虽然车型不多，但它们确实是在美国制造的。这种做法显然对本田（Honda）和当地经济都有好处。坦率地说，本田似乎已经全力投入到美国的生产中，不断加大力度。这对工人们来说是个好消息。

So you're saying the Ridgeline, that's a, that's a crazy, that's a crazy line. The Ridgeline is contributing more to the economy than F-150, F-150, that 58, which is like the, you know, prominent American-made car historically, do you think about it? Right. I mean, like, Apple Pie, F-150.

所以你的意思是，Ridgeline这款车，那真是疯了，那真是一条疯狂的线。你是说，Ridgeline对经济的贡献比F-150更多，F-150，那款有58年历史的，举世闻名的美国车，你想想看，对吧。我是说，就像苹果派（代表美国文化）的那种地位一样的F-150。

And I don't want to, like, I don't want to pick on, I don't want to make it sound like I'm picking on the F-150, right? We should, we should acknowledge that any car that makes this list is significant. It has an impact on the U.S. economy. And so that is, if you are number one, or if you're number 100, and this year's list is 100 vehicles, we vet, we vetted 401 vehicles, 401 vehicles to get to this list of 100.

我不想显得好像在挑剔F-150，对吧？我们应该承认，任何上榜的汽车都是重要的，对美国经济都有影响。所以，无论你是排第一还是排一百，今年的榜单有100辆车，我们从401辆车中筛选出了这100辆。

So these cars are important and significant, even if they're falling, you know, at the lower half of the list. So, So let's talk about the vetting, right? Because I'm sure some people are wondering, okay, so we spoke about the list. But how do you come up with the list? Or look, what's the criteria that you're measuring here when you're creating this American-made index? What is the criteria? Okay.

所以这些汽车很重要和有意义，即使它们在名单的下半部分。那么，让我们谈谈筛选过程吧，因为我相信一些人会想知道，好吧，我们谈到了这个名单。但是，你们是如何制作这个名单的呢？或者说，你们在创建这个美国制造指数时，用了哪些标准呢？这些标准是什么？好的。

So it's five legs, basically. We look at the location of final assembly. We look at the percentage of U.S. and Canadian parts. That's a little, that always, you know, perks up some years when we say Canadian. This is reporting that the automakers have to do to the government. And because of the way that the law was written, Canadian parts are combined into that. To help tease out, to get a better sense of what of that American impact we also dig into the country of origin for the available engines, for these vehicles, the country of origin for the available transmissions.

基本上，这是五个方面。我们会看最终装配的地点。我们会看美国和加拿大零部件的比例。这一点每次提到加拿大时总会引起一些关注。汽车制造商必须向政府做这个报告。由于法律的写法，加拿大的零部件被合并计算。为了更好地了解美国的影响，我们还会深入研究这些车辆的发动机来源国家和变速器来源国家。

And then we look at U.S. manufacturing. We're looking at the employees relative to the automakers footprint. So, you know, that's a weighted number that we look at as well. So those are, those are, that's a criteria. And the first step, of course, before we start all of this is looking at sales. So we have a minimum sales threshold that we need a vehicle to meet before we consider them for the list. And this helps us pull, you know, limit supercars, things like that, right?

然后我们来看一下美国制造业。我们关注的是员工数量相对于汽车制造商的规模。这是我们考虑的一个加权指标。所以，这些都是我们的评估标准。当然，在我们开始所有这些之前，首先要看的就是销售情况。我们有一个最低销售标准，车辆需要达到这个标准才能进入我们的名单。这有助于我们排除超级跑车等特殊车型。

So it helps us sort of focus on these cars that are coming from significant major automakers and allows us to just focus a little bit. Got it. And avoiding like gaming to system or I see where you're saying. Exactly. Exactly. Yes. Because we want this to truly be, this is, this is useful information for shoppers where nobody's thumb is on the scale here, right? This is, we're looking at the data, we're gathering it, we visit dealer lots to confirm this data. We are doing sort of the legwork and then crunching, crunching, crunching all those numbers to basically arrive at this list.

所以，这有助于我们专注于来自主要汽车制造商的汽车，并让我们更集中注意力。明白了。这样也避免了操纵系统或者其他类似的问题。我明白你的意思。对，没错。因为我们希望这些信息对购物者来说是真实有用的，没有任何人为的干预。我们分析数据、收集数据，还会去经销商处核实这些数据。我们做了大量的基础工作，然后反复计算，最终得出了这个名单。

All right. So zooming out, you are, from my understanding, you have, you personally own an EV and a hybrid. Is that correct? I have, yeah, I have an EV and I have a plug-in hybrid. So how do you think that our industry is going to evolve with EVs with what you just mentioned, right? Manufacturing in the US, right? I just had the CEO of Hyundai on the pod, they're building a massive plant in the south.

好的。那从宏观来看，你自己既拥有电动汽车又拥有混合动力汽车，对吗？是的，我有一辆电动汽车和一辆插电式混合动力汽车。那么，你认为就你刚才提到的情况来看，我们的行业将如何随着电动汽车的发展而演变呢？你提到在美国的制造业，对吧？我刚刚在播客里采访了现代汽车的首席执行官，他们正在南方建一个大型工厂。

And again, you just mentioned, you know, of course, Honda, you mentioned another plant in Ohio. I mean, clearly there's a ton of investment, right? How do you view our, the economy is shifting with EVs, right? Is it going to be just on shoring all this production? And like we said, you know, just a lot more vehicles simply produced here in the US in light of other trends and consumer, you know, behavior shifts or is there any other reasons? What do you think? Well, I think, you know, it's, it's been so interesting to watch this move to EVs happen, right? It, it, you think about it, the Nissan reef has been around forever. The Chevy Volt was around forever, just didn't quite hit with, with the public as, as maybe was expected. And so the push to EVs has really accelerated. And I, I want to acknowledge that absolutely we're in a plateau right now. Yes. But that doesn't mean that the interest isn't there. In fact, we know it's there. We're seeing, you know, an increase in search numbers on cars.com for new EVs month over month, I believe it was 4.5% from April to May. So there's interest there. I think what automakers are discovering, what those of us at cars.com are discovering, right? And everyone in general is that jump to EVs is perhaps a little bit bigger of a leap than some people are willing to take right now. And so they are gathering info. They're, they're doing the research and maybe they're jumping to the hybrid first from an ice engine or from an ice vehicle to a hybrid, right? This might be more of a measured step than sort of the leap to EVs.

你刚才提到的这些，比如说本田，或者是在俄亥俄州的另一个工厂，显然有大量投资，对吧？你认为我们的经济在电动车（EVs）方面的转型是怎样的？是否所有生产都会回归本土？正如我们所说，照目前的趋势和消费者行为的变化来看，美国将会生产更多的车辆，还是有其他原因？你怎么看呢？ 我觉得，看到电动车发展到现在这个地步，真的很有意思。你想想，日产Leaf已经存在很久了，雪佛兰Volt也是，但它们并没有如预期那样受到公众的欢迎。因此，向电动车的推动实际上是加速了。我想强调的是，我们现在确实是处于一个平台期。但这并不意味着人们不感兴趣。实际上，我们知道兴趣在那儿。从cars.com的数据来看，每月对新电动车的搜索量都在增加，从4月到5月增加了4.5%。所以兴趣是存在的。 我认为汽车制造商发现的问题是，就像我们在cars.com所发现的，以及所有人发现的一样，向电动车的跃进可能比一些人现在愿意接受的转变幅度要大。因此，他们正在收集信息，做研究，也许会先从内燃机（ICE）车辆转向混合动力车。这可能是一个更循序渐进的过程，而不是直接跃向电动车。

You know, when it comes to automakers, I, I continue to see these moves, these announcements that they're building, just like you said, Hyundai in the south, a lot of them in the south, right? But they're coming into the US and they're making these major investments, which are going to take a couple of years to bring online. But that to me shows the commitment to EVs and that, and that this, this push isn't going to be short-lived, that this is the way that automakers are going to be going. So, so NetNet, do you think long-term, well, NetNet long-term, though, do you think we're going to, do you think EVs are going to accelerate the domestic presence of auto manufacturing here in the US? I think for probably the major brands, yeah. Even Stellantis is coming in, right? They're, and Stellantis is an interesting brand because so many people think of the nameplates as American, but in truth, it's now a global company, right? But they're even coming in. And yeah, I think for the major brands that can, that can make that shift, absolutely, some of the smaller brands, you know, it might be, it might be a longer runway for them as they are building up, you know, interest in their EVs and, and, and slowly do they partner with a, with an established auto maker here to, to sort of piggyback on, on, on the investment they're making here in the US. So, it's going to keep going.

你知道，说到汽车制造商，我持续看到这些动作和公告，正如你所说的，现代汽车在南部建厂，很多都是在南部，对吧？但他们正在进入美国，并进行巨大的投资，这些需要几年时间才能上线。但在我看来，这表明了他们对电动汽车的承诺，这种推动不会是短暂的，这是汽车制造商未来的发展方向。所以，总体来说，你认为从长远来看，电动汽车会加速汽车制造在美国的本土存在吗？我认为对主要品牌来说，可能是的。甚至连Stellantis都来了，对吧？Stellantis是个有趣的品牌，因为很多人认为它的车牌是美国的，但实际上现在它是一个全球公司。但他们也进入美国了。是的，我认为对于那些能够转型的主要品牌来说，绝对是这样。至于一些小品牌，可能他们还需要更长的时间来提高其电动汽车的吸引力，并逐步与美国本土成熟的汽车制造商合作，共享他们在美国的投资。所以，这个趋势会继续下去。

So, what's your prediction moving forward? I mean, we've seen that we saw a lot of movements here on the list this year, clearly, you know, and Tesla's still holding the top spot with the model Y. What's your, what's your prediction here for, for the next 12 months? I have to assume you're keeping tabs on the major movements of auto manufacturers. Do you see anyone surpassing Tesla for the number one spot? How do you think this is going to play out? Boy, that's a great question. I think, you know, what's interesting about the 2024 list is we're seeing these vehicles sort of slot in between the Tesla's, right? And the truth is, it's not that Tesla did anything wrong, it's that these other manufacturers are just catching up to them. So, I think we're going to continue to see. Oh, that's okay. Yeah, right. I know it's not, Tesla did, has been doing what it does well, right? And it does it really well. But these other automakers are catching up. So, my guess is, and now you're going to quote me on it, but my guess is, you know, we're going to continue to see more automakers, more EVs come into this top 10, or even just make it onto the index in general.

所以，接下来你有什么预测？我的意思是，今年我们在榜单上看到了很多变动，显然特斯拉的Model Y仍然占据榜首。那么，对于接下来的12个月，你有什么预测？我想你一直在关注主要汽车制造商的动向。你认为有谁会超过特斯拉成为第一吗？你觉得情况会如何发展？ 嗯，这是个好问题。我认为对2024年榜单来说，最有趣的是，我们看到这些车辆逐渐在特斯拉之间占据一席之地。实际上，这并不是说特斯拉做错了什么，而是其他制造商正在迎头赶上。所以，我认为我们会继续看到这种趋势。对，没错。我知道特斯拉一直在做自己擅长的事情，而且做得非常好。但其他汽车制造商正在赶上来。所以我的猜测是——你现在打算引用我的话了——我的猜测是，我们会看到更多的汽车制造商，更多的电动车进入前十，甚至只是上榜。

And the big question is, will Tesla be dethroned, you know, in 2025? That one, I don't know, but that I'm so curious about it. Very curious to see how things shake out next year. Especially if consumers are going to be more interested in purchasing a vehicle, which, by the way, like if you go back decades, you know, even before I was born, right, just patriotism, right, like purchasing your US made products was huge. And it's sort of just declined for a couple decades since I saw a chart recently that kind of showed patriotism declining, which is, you know, obviously very sad.

最大的疑问是，特斯拉会在2025年被取代吗？这个问题我不知道答案，但我非常好奇，特别是明年情况会如何发展。特别是如果消费者会更愿意购买车辆，这让我更关注。顺便提一下，几十年前，甚至在我出生之前，购买美国制造的产品是一种巨大的爱国表现。然而，近年来这种趋势有所下降，我最近看到一张图表，显示爱国主义呈现下降趋势，这确实很令人遗憾。

But to what we discussed earlier, if we've reached out and flexion point, I think that I would make the case that you're correct and that this will be increasingly important metric for automakers and dealers to track, especially, I think, as more affordable EVs come to market. So, you know, at the beginning of our conversation, you were mentioning affordability and wondering about whether or not people were really willing to pay more when it came to sign a way to sign the check for that vehicle. And perhaps as these vehicles become more affordable, we'll see even more focus on where they're being built.

但回到我们之前讨论的话题上，如果我们已经达到了一个转折点，我认为你是对的，并且这一点将越来越成为汽车制造商和经销商需要关注的重要指标。尤其是随着更多价格实惠的电动汽车进入市场。所以，在我们谈话的一开始，你提到了价格的可负担性，并质疑人们是否真的愿意为购买这类车辆支付更多的钱。也许随着这些车辆变得更加实惠，我们会看到更多对它们生产地点的关注。

All right. So before we wrap up, any major surprises for you when it comes to automakers that made this list, anyone really stand out where you're like, wow, I'm shocked that, you know, this automaker is even focusing on this or made it this high up in the list. Well, this year, Volvo came back to the list. They weren't on the list in 2023. They dropped off the list and now they're coming back. And I think what's going to be even more interesting is when Polestar, when their their plant here in the US comes online and they start building, I believe the Polestar 3 here in the US, what does that look like? Where does that hit in this list?

好的。那么在我们结束之前，对于进入这个名单的汽车制造商，有没有什么让你特别惊讶的地方？有没有哪家让你觉得很震惊，甚至在想，哇，这家公司竟然会专注于这方面，或者竟然排在这么高的位置？今年，沃尔沃重返榜单。他们在2023年不在榜单上，跌出了榜单，但现在他们又回来了。我认为更有趣的是，当极星（Polestar）在美国的工厂上线并开始生产，我认为是极星3号，这会是什么样的情景？它会在这个榜单中排名如何？

I think one other call out is number 10 on the 2024 index is the Lexus TX, right? That kind of came out of nowhere. And so it's a brand new vehicle and it is announcing its presence with authority by showing up at number 10. So, you know, that's a gas version of that vehicle and it's interesting to see it just come like stomping right into the list and really making a name for itself.

我认为另一点值得注意的是，2024年排行榜上的第10名是雷克萨斯TX，对吧？它有点让人意想不到。作为一款全新车型，它一亮相就气势十足地登上了第10名的宝座。所以，你知道，那个车型是汽油版的。看到它这样突然上榜，并真正打响自己的名字，真的很有意思。

All right, Jenny Neuven, I appreciate you coming on. Thanks for, you know, all the insights really fascinating and we're going to be keeping tabs on this, especially with, like I said, with everything, all the changes with consumer behavior. And this is likely going to grow in prominence and people will care more about this. So, it's a great to see you putting this out. And I appreciate you taking us through it. Thank you for having me. This was a great conversation. Loved it.

好的，珍妮·诺文，感谢你来参加节目。我非常感谢你分享的所有见解，真是太有趣了。正如我所说，我们会继续关注这个话题，特别是在消费者行为发生变化的时候。这方面的重要性可能会越来越显著，人们也会更加关心这个问题。所以，很高兴看到你在推进这个领域。我也非常感谢你为我们详细讲解。谢谢你邀请我来。这次对话非常愉快，我很喜欢。

All right. Hope you enjoyed that episode. Please give the podcast a rating. Consider subscribing to the show and check the show notes for links to what we talked about. Thanks for tuning in. I'll see you guys next time.

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