特斯拉4月在欧洲遭挫：六大市场现两位数下滑，英国“两年新低”、德国接近“腰斩”

Core Insights - Tesla is facing significant sales declines in Europe, with major markets experiencing double-digit drops, marking four consecutive months of decline [1][4][5] - The decline in sales is attributed to a boycott linked to Elon Musk's political views and increased competition from Chinese electric vehicle manufacturers [5] Sales Performance - In April, Tesla's sales in Sweden plummeted by 81%, Germany saw a nearly 50% drop, and France's sales decreased by 59% [1][4] - The UK market reported a 62% decline in deliveries year-over-year, reaching a two-year low, with Tesla's market share dropping from 12.5% to 9.3% [4] - Overall, Tesla's new car registrations in Germany fell by 46% in April, with a 60.4% year-to-date decline, totaling 5,820 vehicles [4] Market Trends - The decline in Tesla's sales in Europe is part of a broader trend, as the company's global deliveries fell by 8.5% year-over-year in Q1, and its stock price has dropped approximately 30% since the beginning of the year [4] - Notably, Tesla's sales in Norway and Italy increased by 12% and 29%, respectively, although Italy's overall automotive sales decreased by 4% [4] Competitive Landscape - The rise of Chinese electric vehicle manufacturers, particularly BYD, is impacting Tesla's market position, with BYD's sales in Germany surging over eightfold in April [4][5] - Tesla's older model lineup is struggling to compete with newer offerings from competitors, which feature advanced charging speeds and lower prices [5] - Anticipation surrounds the updated Model Y, expected to start deliveries in June, but it will take time to assess its market reception [5]