特斯拉在华月销同比下滑36%，近三年最差

Core Insights - Tesla's sales in China for October have dropped significantly, marking the worst performance in three years, with a total of 26,006 vehicles sold, a month-over-month decline of 63.64% and a year-over-year decline of 35.76% [1][2] Sales Performance - In October, Tesla's ranking fell from 7th in September to 27th, with sales lower than the previous low in February, which had 26,777 vehicles sold [2] - The sales figures for October are only slightly better than those from October 2022, when Tesla sold 17,200 vehicles [2] Model Breakdown - Both Model Y and Model 3 experienced significant sales drops, with Model Y selling 19,488 units (down 31,685 from the previous month) and Model 3 selling 6,518 units (down 13,834) [3] - Model Y's ranking fell from 2nd to 15th, while Model 3 dropped to 111th, a decrease of 94 positions [3] Market Context - The decline in sales is attributed to several factors, including factory holiday schedules and export delivery rhythms, with the Shanghai Gigafactory exporting over 35,000 vehicles in October, a year-over-year increase of 28% and a month-over-month increase of 84% [3] - The competitive landscape has intensified due to the impending expiration of tax incentives and aggressive market strategies from other electric vehicle manufacturers, which has squeezed Tesla's market share [3][4] Industry Trends - In October, Tesla's market share in the domestic retail segment for new energy vehicles was 2%, down from 3.4% year-over-year and 5.5% month-over-month [4] - The overall retail penetration rate for new energy vehicles in China reached 57.2%, an increase of 4.3 percentage points from the previous year, with wholesale sales of pure electric vehicles at 1.02 million units, a year-over-year growth of 31.6% [4]