连续7个月下滑，特斯拉4月在华销售同比下降6%

Core Insights - Tesla's sales have been declining, with a significant drop in the European market in April and a continuous decrease in the Chinese market for seven consecutive months [1][2] - In April, Tesla's Shanghai factory delivered 58,459 Model 3 and Model Y vehicles, a 6% decrease compared to the same month in 2024 [2] - In contrast, BYD's sales surged by 44.7% in April, reaching a record high of 313,245 vehicles, including both hybrid and electric models [2] - Tesla's global sales in the first quarter fell to the lowest level in three years, partly due to political controversies involving CEO Elon Musk [2] - Tesla's stock has dropped over 27% this year, raising investor concerns about its ability to maintain a competitive edge in the global market [2] Summary by Sections Sales Performance - Tesla's deliveries in April were 58,459 units, marking a 6% decline year-over-year [2] - The overall wholesale sales of new energy vehicles in China increased by 42% to 1.14 million units in April [2] - BYD's sales reached 313,245 units in April, a significant increase compared to previous periods [2] Market Challenges - Tesla faced a double-digit sales decline in six major European markets, with the UK hitting a two-year low and Germany's sales nearly halved [2] - Political activities involving Elon Musk have led to protests and a brand boycott, contributing to the decline in sales [2] Strategic Response - In response to declining sales, Tesla plans to accelerate the launch of more affordable models and advance its next-generation electric vehicle platform [2]