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特斯拉在华月销环比暴跌63.6%,近三年最差
TeslaTesla(US:TSLA) Di Yi Cai Jing·2025-11-11 04:05

Group 1 - Tesla's sales in October 2023 were the lowest in three years, with a total of 26,006 vehicles sold, representing a 63.64% month-over-month decline and a 35.76% year-over-year decline [1] - The brand ranking for Tesla dropped from 7th in September to 27th in October, with sales figures lower than the lowest month of February 2023 [1] - Model Y and Model 3 both experienced significant sales declines, with Model Y sales at 19,488 units (down 31,685 units from the previous month) and Model 3 sales at 6,518 units (down 13,834 units) [1] Group 2 - The decline in Tesla's sales may be related to factory holiday schedules, as October sales have historically seen significant drops compared to September [2] - In comparison to previous years, Tesla faced a larger month-over-month decline in October 2023, with sales down 34.20% from September 2023 [2] - The competitive landscape for electric vehicles has intensified, with other manufacturers like Xiaomi and BYD significantly increasing their sales, which has impacted Tesla's market share [3] Group 3 - Tesla's market share in the domestic electric vehicle market fell to 2% in October 2023, down from 3.4% in the same month last year and 5.5% in September 2023 [3] - The overall retail penetration rate for new energy vehicles in China reached 57.2% in October 2023, an increase of 4.3 percentage points year-over-year [3] - The wholesale sales of pure electric vehicles in China reached 1.02 million units in October 2023, showing a year-over-year growth of 31.6% and a month-over-month growth of 7.5% [3]