特斯拉在這個國家5月銷量激增
Christiaan Hetzner
2025-06-04
特斯拉首席執(zhí)行官埃隆·馬斯克正在艱難應對歐洲的需求問題,，但挪威市場除外。圖片來源：Kevin Dietsch—Getty Images
? 在煥新版Model Y的推動下,，5月挪威特斯拉（Tesla）新電動汽車注冊量增長兩倍以上,。但歐洲其他地區(qū)的消費者不再蜂擁購買埃隆·馬斯克的汽車，越來越多人將目光投向中國車企比亞迪（BYD）,。
對電動汽車愛好者而言,，挪威堪稱人間天堂。挪威超九成新車為純電動汽車,，這項數據冠絕全球,。盡管坐擁豐富的石油資源，在挪威1-4月售出的43,000輛汽車中,，使用純汽油驅動的不足200輛,。
周一公布的數據顯示，即便整個歐洲似乎正疏遠特斯拉,，全球對電動汽車最友好的國家挪威仍堅定支持著馬斯克的汽車制造商,。
新乘用車注冊量顯示，上個月特斯拉需求激增兩倍以上,，達到2,600輛,，其中Model Y的銷量暴漲功不可沒。新乘用車注冊量稍微滯后于零售銷量指標,。
強勁的需求使特斯拉重登挪威月度汽車品牌銷量榜首,，不僅彌補了今年累計銷量缺口，還實現了超額增長,。
荷蘭,、瑞典和法國三國消費者購買熱情消退
好消息是，Model Y幾乎能收復前五個月因車型更新換代導致的全部失地,。壞消息是,，5月的數據表明，現有供應足以使挪威市場Y車型銷量較4月翻番，看漲者或需重新審視“歐洲其他地區(qū)銷售疲軟源于暢銷車型產能爬坡受限”的論點,。
盡管挪威市場形勢喜人,，特斯拉在歐洲大陸其他地區(qū)的境遇卻更加嚴峻。荷蘭5月特斯拉新車銷量同比下滑36%,；瑞典銷量暴跌超過一半,；法國受創(chuàng)最重，上個月銷量萎縮三分之二,。
在這三個特斯拉的傳統強勢市場,，新車電動化比例均遠超平均水平。然而5月特斯拉新車注冊總量僅為2,281輛,，尚不及同期挪威單款Model Y跨界車的注冊量,。
相較而言，西班牙的電動汽車需求遠低于北歐市場,，特斯拉的處境更艱難,。特斯拉在西班牙的銷量同樣大幅下跌，跌幅高達29%,，但稍顯溫和,。
勁敵比亞迪5月迎來爆發(fā)式增長
但有一個品牌正在西班牙強勢崛起，它就是比亞迪,。雖然公開數據未區(qū)分純電車型與“DM-i”插電混動系列,，但這家中國車企憑借海獅U跨界車，實現十倍銷量增長,。
比亞迪在西班牙的成功是當前一個大趨勢的縮影,。雖然在匈牙利的歐洲工廠今年晚些時候才能投產，但該品牌海外銷量已再創(chuàng)月度新高,。
這家中國電動汽車品牌在歐洲的銷量正在穩(wěn)步增長,，全年銷量即將首次超越特斯拉。周一披露的數據顯示,，其5月純電動乘用車銷量激增42%。
僅按季度發(fā)布匯總數據的特斯拉未回應置評請求,。（財富中文網）
譯者：劉進龍
審校：汪皓
? 在煥新版Model Y的推動下,，5月挪威特斯拉（Tesla）新電動汽車注冊量增長兩倍以上。但歐洲其他地區(qū)的消費者不再蜂擁購買埃隆·馬斯克的汽車,，越來越多人將目光投向中國車企比亞迪（BYD）,。
對電動汽車愛好者而言，挪威堪稱人間天堂,。挪威超九成新車為純電動汽車,，這項數據冠絕全球。盡管坐擁豐富的石油資源，在挪威1-4月售出的43,000輛汽車中,，使用純汽油驅動的不足200輛,。
周一公布的數據顯示，即便整個歐洲似乎正疏遠特斯拉,，全球對電動汽車最友好的國家挪威仍堅定支持著馬斯克的汽車制造商,。
新乘用車注冊量顯示，上個月特斯拉需求激增兩倍以上,，達到2,600輛,，其中Model Y的銷量暴漲功不可沒。新乘用車注冊量稍微滯后于零售銷量指標,。
強勁的需求使特斯拉重登挪威月度汽車品牌銷量榜首,，不僅彌補了今年累計銷量缺口，還實現了超額增長,。
荷蘭,、瑞典和法國三國消費者購買熱情消退
好消息是，Model Y幾乎能收復前五個月因車型更新換代導致的全部失地,。壞消息是,，5月的數據表明，現有供應足以使挪威市場Y車型銷量較4月翻番,，看漲者或需重新審視“歐洲其他地區(qū)銷售疲軟源于暢銷車型產能爬坡受限”的論點,。
盡管挪威市場形勢喜人，特斯拉在歐洲大陸其他地區(qū)的境遇卻更加嚴峻,。荷蘭5月特斯拉新車銷量同比下滑36%,；瑞典銷量暴跌超過一半；法國受創(chuàng)最重,，上個月銷量萎縮三分之二,。
在這三個特斯拉的傳統強勢市場，新車電動化比例均遠超平均水平,。然而5月特斯拉新車注冊總量僅為2,281輛,，尚不及同期挪威單款Model Y跨界車的注冊量。
相較而言,，西班牙的電動汽車需求遠低于北歐市場,，特斯拉的處境更艱難。特斯拉在西班牙的銷量同樣大幅下跌,，跌幅高達29%,，但稍顯溫和。
勁敵比亞迪5月迎來爆發(fā)式增長
但有一個品牌正在西班牙強勢崛起,，它就是比亞迪,。雖然公開數據未區(qū)分純電車型與“DM-i”插電混動系列,，但這家中國車企憑借海獅U跨界車，實現十倍銷量增長,。
比亞迪在西班牙的成功是當前一個大趨勢的縮影,。雖然在匈牙利的歐洲工廠今年晚些時候才能投產，但該品牌海外銷量已再創(chuàng)月度新高,。
這家中國電動汽車品牌在歐洲的銷量正在穩(wěn)步增長,，全年銷量即將首次超越特斯拉。周一披露的數據顯示,，其5月純電動乘用車銷量激增42%,。
僅按季度發(fā)布匯總數據的特斯拉未回應置評請求。（財富中文網）
譯者：劉進龍
審校：汪皓
? Registrations of new Tesla EVs more than tripled in Norway in May, led by the refreshed Model Y. But European buyers elsewhere are no longer lining up to buy Elon Musk’s cars, and a growing number are looking at China-based BYD.
There’s a paradise on Earth for EV enthusiasts, and it’s called Norway. More than nine out of 10 new cars there are fully electric—a statistic unmatched anywhere else—and despite its vast oil riches, fewer than 200 of the overall 43,000 vehicles sold there through April ran on gasoline alone.
Even if Europe as a whole appears to be turning its back on Tesla, the world’s friendliest country for EVs is proving it remains loyal to Elon Musk’s carmaker, according to data published on Monday.
Registrations of new passenger cars, which lag retail sales slightly, showed demand for Tesla more than tripled last month to 2,600 vehicles, led by a surge in volumes of the Model Y.
The strong showing put Tesla back at the top of all car brands in Norway for the month while also erasing its previous year-to-date losses and then some.
Dutch, Swedish, and French buyers aren’t buying Teslas in the same numbers
The good news is the Y could recoup almost all the ground it had lost as a result of the changeover to the newer version over the first five months. The bad news is now that May showed there was sufficient supply to permit Y sales in Norway to double from April’s tally, bulls may have to rethink their thesis that weakness in the rest of Europe is due to constraints stemming from the production ramp of Tesla’s best seller.
As bright as things look in Norway, the picture for Tesla looks far more challenging across the rest of the continent. The Netherlands registered a 36% year-on-year drop in May, while Sweden saw volumes collapse by more than half. France was the worst hit, with volumes shrinking by two-thirds last month.
All three are traditionally strong Tesla markets with an above-average share of EVs in relation to their new car fleets. Yet between them all, there were only 2,281 Tesla cars registered in May. That’s fewer than the number of Model Y crossovers in Norway over the same time period.
By comparison, Spain is a more difficult market, with EV demand relatively low compared to northern Europe. Here, too, Tesla saw a sharp drop, even if at 29% it was less pronounced.
Tesla rival BYD enjoying explosive growth in May
Yet one brand is already seeing explosive growth in Spain: BYD. While published data does not differentiate between EVs and its “DM-i” range of plug-in hybrids, the Chinese carmaker saw sales increase by a factor of 10 thanks to its Seal U crossover.
BYD’s success in Spain is part of an ongoing trend. Even before its European car plant in Hungary celebrates its start of production later this year, the brand notched another monthly record for overseas sales.
The Chinese EV brand remains firmly on track to eclipse Tesla for the first time across a full year of sales. On Monday, it reported that volumes of its fully electric passenger cars surged by 42% in May.
Tesla, which only publishes aggregated data once a quarter, did not respond to a request for comment.
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