Sales Performance - Tesla's sales in Europe fell by 10.5% year-over-year in September, with 39,837 units sold compared to 44,502 units in the same month last year [2] - Year-to-date sales for Tesla in Europe reached 173,694 units, marking a nearly 29% decline from 242,976 units in the previous year [2] - In Italy, Tesla experienced a significant drop of over 25% in sales during September, selling more than 1,450 units [3] Competitor Analysis - BYD Co. Ltd. reported a remarkable 398% increase in sales during September, selling over 24,963 units, up from 5,013 units sold in the same month last year [4] - Year-to-date sales for BYD in Europe reached 120,859 units, representing an almost 300% increase from 30,254 units in the previous year [4] - BYD's market share in Europe is currently at 2.0%, while Tesla's market share stands at 3.2% [4] Production and Market Strategy - Tesla's Gigafactory in Germany is set to ramp up production activities, citing stronger demand, as the company delivered over 497,000 vehicles in Q3 [3] - BYD has seen steady growth in the European market, with the UK becoming its largest overseas market as of September [5] - BYD anticipates overseas sales growth, projecting deliveries between 800,000 to 1 million units, which would account for about 20% of its total deliveries for 2025 [5] External Factors - A research paper suggests that Elon Musk's political activities and views may have cost Tesla over 1 million units in sales in the U.S. from October 2022 to April 2025 [6] - Tesla is noted to perform well on Momentum and Quality metrics, while showing satisfactory Growth but poor Value [6]