Tesla(US:TSLA) 智通财经网·2025-07-04 11:25Group 1 - The electric vehicle market is experiencing a recovery, with Tesla's new car sales in the UK showing a year-on-year increase in June [1] - The Society of Motor Manufacturers and Traders (SMMT) reported a 6.7% increase in new car registrations in the UK, totaling 191,316 vehicles, with pure electric vehicle demand being a significant growth driver [1] - Pure electric vehicle demand surged by 39% year-on-year to 47,354 units, indicating that one in four car buyers opted for electric vehicles [1] Group 2 - Tesla's sales in June reached 7,719 units, reflecting a 14% year-on-year growth, although there are discrepancies in sales figures reported by different agencies [1] - Cumulatively, Tesla's sales in the UK have declined by nearly 2% this year, while Chinese competitor BYD's sales have surged nearly fourfold to 2,498 units [1] - The recent US-UK trade agreement has reduced tariffs on certain UK imports, lowering the tariff on UK automotive exports to the US from 27.5% to a quota-based rate of 10% [2] Group 3 - Future growth in the electric vehicle industry will depend on the expansion and upgrading of charging infrastructure, which is crucial for mainstream adoption [2] - Ford is expected to lead the market in electric vehicle sales growth in the UK, with an anticipated increase of over four times year-on-year in the first half of 2025 [2]