特斯拉欧洲市场遭遇“寒冬”：4月新车注册量同比腰斩

Core Insights - Tesla's new car registrations in Europe for April were only 5,475 units, representing a significant decline of 52.6% year-over-year, marking the largest monthly sales drop in nearly two years [1][3] - Cumulatively, Tesla's registrations in Europe for the first four months of the year have decreased by approximately 46% compared to the same period last year, indicating a continued poor market performance [1][3] Group 1: Market Dynamics - The decline in Tesla's market performance in Europe is attributed to multiple factors, including the rapid rise of local electric vehicle brands such as BMW, Volkswagen, and Stellantis, which are capturing market share with competitively priced models [3] - Supply chain bottlenecks and delivery delays have not been fully resolved, with the ramp-up speed of Tesla's Berlin Gigafactory falling short of market expectations [3] Group 2: Brand Perception and Consumer Sentiment - Some of the sales decline is linked to consumer dissatisfaction with CEO Elon Musk's controversial statements and actions on social media, which have led to questions about Tesla's brand values among European consumers [3] - Adjustments in electric vehicle subsidy policies and uneven charging infrastructure in Europe pose additional challenges for Tesla and other foreign brands [3] Group 3: Strategic Responses - Despite attempts to stimulate demand through price reductions, the effectiveness of these strategies has yet to be realized [3] - Industry observers suggest that if Tesla cannot quickly repair its brand image and enhance production flexibility, its market share in Europe may face further compression [3]