特斯拉欧洲开门黑：1月法国销量创三年新低，挪威注册量暴跌88%

Core Insights - Tesla is facing significant sales challenges in the European market, with a sharp decline in registrations in key markets like France and Norway, highlighting ongoing difficulties [1][2][4] Group 1: Sales Performance - In January, Tesla's sales in France plummeted by 42% year-on-year, with only 661 vehicles sold, marking the lowest level in over three years [1] - In Norway, Tesla's registrations fell by 88% in January, contrasting sharply with a 41% increase in 2025, indicating a sudden reversal in market performance [3] - Overall, Tesla's sales in Europe decreased by 27% in 2025, while the entire European electric vehicle market saw a growth of 30% during the same period [4] Group 2: Market Competition - Tesla's market share in Europe is declining due to increasing competition from local manufacturers like Volkswagen and Stellantis, as well as Chinese manufacturers such as BYD [1][4] - In France, Tesla's performance has dropped to a level below that of Volkswagen's Cupra and Stellantis's Jeep brands, indicating a weakening competitive position [2] - Currently, one in ten vehicles sold in Europe is from a Chinese brand, intensifying the competitive pressure on Tesla [4] Group 3: Policy Impact - The Norwegian government's tightening of VAT exemption rules has significantly impacted sales, leading to a 76% decline in the overall industry and an 88% drop for Tesla [3] - The previous sales growth in Norway was largely driven by tax incentives rather than Tesla's inherent market competitiveness [3]