Tesla(US:TSLA) 券商中国·2025-06-01 12:36Group 1: Tesla's Sales Performance - In May, Tesla's registration in France dropped by 67.18% year-on-year, with only 721 vehicles sold [2] - Cumulative sales in France since the beginning of the year have decreased by 47.23%, while the overall French automotive market saw a decline of 8.25% during the same period [2][3] - The decline in Tesla's sales in Europe is attributed to increased competition in the electric vehicle market, changes in consumer purchasing power, and potential seasonal fluctuations [2] Group 2: Market Context - The total new car registrations in France for May were 123,900, reflecting a year-on-year decrease of 12.3% [2] - Other major automotive groups in France, such as Stellantis and Renault, also reported declines in new car registrations of 10.12% and 6.96% respectively [2] - In April, Tesla's sales in several European countries, including Sweden, the Netherlands, and Denmark, saw significant declines, with Sweden experiencing an 80.7% drop [3] Group 3: Regulatory and Leadership Developments - U.S. President Trump stated that American car manufacturers, including Tesla, must produce vehicles and all components domestically, which could impact Tesla's operations [1] - Elon Musk clarified rumors regarding drug use, stating he has not used drugs recently and that previous reports were exaggerated [4][5] - Trump praised Musk's contributions during his tenure as a special government employee and indicated that Musk would continue to be involved with the White House [7]