特斯拉在欧洲的交付量下降了43%,而电动汽车整体销量却增长了31%。
Tesla deliveries down 43% in Europe while EVs are up 31%

原始链接: https://electrek.co/2025/03/25/tesla-tsla-deliveries-down-43-in-europe-while-evs-are-up-28/

根据欧洲汽车制造商协会(ACEA)的数据,2025年前两个月,特斯拉在欧洲的交付量暴跌43%,总计26619辆,而2024年同期为46343辆。尽管欧盟、欧洲自由贸易联盟和英国市场的纯电动汽车(BEV)销量整体增长了28.4%,纯电动汽车市场份额已达到17%,但特斯拉的销量大幅下降。 虽然欧洲汽车整体销量略有下降,但纯电动汽车的销量激增,尤其是在德国、比利时和荷兰,这凸显了特斯拉的业绩不佳。即使推出了升级版Model Y,特斯拉的困境依然存在,Model 3的注册量也大幅下降。3月初瑞典和挪威的数据显示,特斯拉的颓势仍在持续,这表明第一季度的交付量可能出现大幅缺口。

Hacker News 上的一个帖子讨论了一份报告,该报告称特斯拉在欧洲的交付量下降了 43%,而整体电动汽车销量却增长了 31%。评论者纷纷猜测埃隆·马斯克的动机以及他的行为对特斯拉品牌的影响。一些人认为他优先考虑 SpaceX 或追求更广泛的政治目标,而另一些人则认为他只是脱离了实际,或者失去了理性思维。 人们对特斯拉在中国市场的竞争力、董事会的无所作为以及 SpaceX 收购特斯拉的可能性表示担忧。一些用户指出了特斯拉的股票表现,以及马斯克有争议的行为和消费者信任的丧失可能对品牌造成永久性损害。一位用户质疑他是否违反了受信义务,导致欧洲市场渗透率下降了 43%。评论反映出人们对马斯克的方向及其对特斯拉和更广泛的科技领域的影响感到失望和担忧。

原文

The official numbers from ACEA are out, and they confirmed that Tesla deliveries have crashed by 43% in Europe so far this year.

It should be concerning for Tesla as electric vehicle sales are up 31% during the period.

Based on the main European auto markets already having reported vehicle registrations earlier this month, we already had a good idea of Tesla’s performance in the market, but now the European Automobile Manufacturers Association (ACEA) has made it official.

ACEA has released February registration numbers confirming that Tesla only delivered 16,888 units in the EU, EFTA, and UK markets in February 2025, compared to 28,182 units in 2024.

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For the first two months of the year, it totals 26,619 units, or 42.6% less than the 46,343 units delivered during the same period in 2024.

This is amid a 3.4% decline in automotive sales in Europe, but Tesla can hardly use that as an excuse since ACEA is reporting a 28.4% (31% in EU, EFTA, and UK) increase in battery-electric vehicle (BEV) sales this year despite Tesla’s erosion in the market:

Across the first two months of 2025, new battery-electric car sales grew by 28.4%, to 255,489 units, capturing 15.2% of total EU market share. Three of the four largest markets in the EU, accounting for 64% of all battery-electric car registrations, recorded robust double-digit gains: Germany (+41%), Belgium (+38%), and the Netherlands (+25%). This contrasted with France, which saw a slight decline of 1.3%.

In the EU, EFTA, and UK markets, BEVs account for 17% of the entire auto market, with PHEVs adding another 7%.

Tesla had the worst performance of all automakers in the market:

Tesla fans are holding on to the idea that this is not a real problem because it is mostly due to the Model Y changeover, but that’s simply not true.

Model 3 registrations are also down in most European markets, despite Tesla having a similar situation as Model Y for Model 3 during this time last year.

In fact, Model 3 is down 29.4% in Europe so far this year despite plenty of inventory.

The shift to the new Model Y design is certainly having an effect, but it cannot account for the 43% drop in deliveries.

With deliveries of the new Model Y having started this month in Europe, we can see Tesla is still suffering in markets that report registration daily.

Tesla has only delivered 655 cars so far in March in Sweden compared to 2,524 for the whole month of March in 2024.

In Norway, Tesla is at 1,444 deliveries compared to 2,334 units for the whole month of March in 2024.

Tesla is already down 20,000 units in Europe for the first two months of the year compared to its 2024 performance, and that number could grow to 30,000 units by the end of the quarter.

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