特斯拉欧洲销量崩了！ 英国、德国腰斩，瑞典跌86%，法国跌27%，四国月销量之和不及中国市场零头

Core Viewpoint - Despite the launch of the upgraded Model Y, Tesla's sales in major European markets continue to decline sharply [1] Sales Performance - In July, Tesla sold only 1,110 vehicles in Germany, a year-on-year decrease of 55.1%. Cumulative sales for the first seven months reached 10,000 units, down 57.8% compared to the same period last year [2] - In the UK, Tesla's registrations fell from 2,462 units in the same month last year to 987 units, a decline of 60% [3] - In France, registrations dropped by 27% to 1,307 units in July, while in Sweden, they plummeted by 86% to 163 units, and in Belgium, they decreased by 58% to 460 units [4] - In Italy, new car registrations from January to July decreased by 34.74% compared to the same period in 2024 [5] - However, Spain and Norway showed positive growth, with registrations increasing by 27% and 83%, respectively [6] - This marks the seventh consecutive month of declining sales for Tesla in Europe [7] China Market Performance - In July, Tesla's wholesale sales in China were 67,886 units, a month-on-month decrease of 5.2% from June's 71,000 units. The total sales in Germany, the UK, France, and Sweden combined (3,567 units) were less than the sales in the Chinese market [7] Leadership and Strategic Changes - Tesla faces challenges not only from market competition but also from CEO Elon Musk's controversial political stance, which has led to a 26% drop in consumer favorability towards Musk and a 32% decline in favorability towards the Tesla brand, reducing the likelihood of future purchases by 32% [7] - To address these challenges, Tesla's board approved a new compensation agreement for Musk, granting him 96 million shares valued at over $29 billion. This decision was made to retain Musk's leadership amid his diverse commitments [7][9] - The new stock award will increase Musk's ownership stake in Tesla from 12.7% to over 15% [7] Market Performance - As of the close of trading on a recent Tuesday, Tesla's stock price fell by 0.17%, with a year-to-date decline of 23.56%, significantly underperforming the broader market [10]