特斯拉德国销量从峰值下降72%。
Tesla's Germany Sales Down 72% from Their Peak

原始链接: https://cleantechnica.com/2026/01/08/teslas-germany-sales-down-72-from-their-peak/

## 特斯拉在德国销量暴跌 最新数据显示,特斯拉在德国(欧洲最大的汽车市场)的销量大幅下降。尽管2025年德国整体电动汽车市场增长了43%,但特斯拉的销量仅为19,390辆——较2022年的峰值69,965辆下降了惊人的72%。这延续了多年来的下降趋势:2023年为63,685辆,2024年为37,574辆。 分析师认为,这一崩溃的原因有多种,最主要的是埃隆·马斯克日益公开地支持德国极右翼AfD政党,引发了重大的反特斯拉情绪。马斯克的争议性言论进一步损害了该品牌的形象。 更具挑战的是,宝马、梅赛德斯和大众等德国传统汽车制造商发布了具有竞争力的电动汽车型号,削弱了特斯拉先前的市场主导地位。CleanTechnica团队的一名成员报告称,特斯拉品牌现在在德国被认为是“被憎恨且毫无希望的”。 销量的大幅下降对特斯拉在德国乃至整个欧洲的未来提出了严重的问题,欧洲曾被认为是该公司的一个关键增长区域。

## 特斯拉销量下降及 Hacker News 讨论 Hacker News 上出现了一场关于特斯拉在德国销量下降 72% 的讨论,引发了对该公司未来和更广泛电动汽车市场趋势的争论。 多个因素被认为是导致销量下降的原因:高电价和许多德国人缺乏家庭充电设施,来自传统汽车制造商(如大众、宝马、梅赛德斯-奔驰、雷诺)以及新兴中国电动汽车品牌的竞争加剧(即使有关税),以及对埃隆·马斯克公众形象的担忧。 一些评论员认为,特斯拉最初的成功在于抢占先机,但现在缺乏创新。 另一些人认为,特斯拉以可负担的硬件和可升级的软件相结合的策略,如果 NVIDIA 的新型自动驾驶推理模型证明成功,可能会变得有价值。 还有关于特斯拉盈利能力的讨论,一些人声称没有 CAFE 积分,特斯拉已经不再盈利,而另一些人则指出最近的利润。 最后,对话涉及了对特斯拉所有权的看法,一些人认为它已与特定政治倾向或某些市场(如丹麦)的财务限制相关联。
相关文章

原文

Support CleanTechnica's work through a Substack subscription or on Stripe.

After writing about Tesla’s 10% drop in sales in the UK despite the UK EV market rising 24%, and BYD passing up Tesla in the UK in annual sales last year, a reader pointed out some extra jaw-dropping stats. The reader, “manes,” posted the numbers for Tesla in Germany in the past 5 years.

If you get nauseous looking at gory scenes, turn away now. Here’s what “manes” shared:

“Numbers from Germany:
* 2025: 19,390
* 2024: 37,574
* 2023: 63,685
* 2022: 69,965
* 2021: 39,714

So Tesla fell to 28% of its peak in ’22.”

Wowza! Tesla sales in Germany, the largest auto market in Europe, dropped 72% in 2025 compared to Tesla’s best year in that country, way back in 2022.

Edit/update: Also note that the BEV market grew by 43% in 2025!

After 2022, Tesla had a modest but clear drop in sales in 2023, and then they had a huge collapse in sales in 2024 — which Tesla was supposed to bounce back from last year thanks to the refreshed Model Y coming to town — but that wasn’t the end! Sales dropped even significantly further in 2025, dropping almost 50%!

Going from 69,965 sales in the company’s peak year to 63,685 sales the following year, then a shocking 37,75 sales, and then to 19,390?! The year Tesla opened Giga Berlin, it looked like it was only upward for Tesla in Europe. And then it crashed hard, year after year after year.

Of course, a big factor for Tesla’s sales drop in Germany was Elon Musk getting involved in hardcore right-wing politics. Musk strongly endorsed the AfD (Alternative for Germany) political party in recent years, a political party identified as an extremist, far-right party. “In the 2024 Thuringian state election, the AfD became the first far-right party in Germany since the Nazi Party to win a plurality of seats in a state election. The AfD also performed strongly in Brandenburg and Saxony,” Wikipedia writes. “On 23 February 2025 AfD won 20.8% of the vote in the German federal election, second to the CDU/CSU. It gained 10.4 percentage points over the 2021 election result.” So, yes, the party got more popular in the past couple of years, but that doesn’t mean it is popular. The large majority of Germans do not support it, and many are shocked and disgusted by its political stances. Throwing his support behind AfD, Musk stimulated huge anti-Tesla sentiment in the country.

Musk also made some abhorrent comments regarding Nazis and Hitler that went even a step further. We have a German on our leadership team who has been saying for a while that the Tesla brand is completely in the ditch, hated, and hopeless in Germany now. Despite having a factory there and the brand being very popular a few years ago, his take is that no one wants a Tesla any more, and that the cars aren’t even the best in tech any more. I wasn’t sure how much his comments reflected the whole market, but dropping from 69,965 annual sales to 19,390 annual sales in three years is a dramatic drop that is almost unheard of in the auto industry. It takes a lot of work to drop that far that fast. Also, beyond the brand hit from Elon Musk’s activities, it is true that German automakers BMW, Mercedes, and Volkswagen, among others, have been rolling out new EV after new EV, and Tesla has lost its competitive edge in the country.

The big question is: what will Tesla’s numbers be in Germany, and in Europe more broadly, in 2026 and beyond? What is in store now for the company that once dominated the EV market?


Sign up for CleanTechnica's Weekly Substack for Zach and Scott's in-depth analyses and high level summaries, sign up for our daily newsletter, and follow us on Google News!
Advertisement
 
Have a tip for CleanTechnica? Want to advertise? Want to suggest a guest for our CleanTech Talk podcast? Contact us here.
Sign up for our daily newsletter for 15 new cleantech stories a day. Or sign up for our weekly one on top stories of the week if daily is too frequent.

CleanTechnica uses affiliate links. See our policy here.

CleanTechnica's Comment Policy


联系我们 contact @ memedata.com