特斯拉连续7月销量退潮，欧洲车市生“变”

Core Viewpoint - The article discusses the decline of Tesla's sales in the European market and the rise of Chinese electric vehicle brands, highlighting a significant shift in the competitive landscape of the European electric vehicle market [3][4][5]. Group 1: Tesla's Sales Decline - Tesla's sales in Europe have been declining, with July sales in Germany dropping by 55.1% year-on-year, and a cumulative decline of 57.8% in the first seven months of the year [2]. - In the UK, July registrations fell by 60%, while France and Sweden also saw significant declines of 27% and 86%, respectively [2]. - CEO Elon Musk's controversial political stance has negatively impacted consumer sentiment towards Tesla, with a 26% drop in favorability towards Musk and a 32% drop towards the Tesla brand [4]. Group 2: Market Dynamics - The European electric vehicle market has shown resilience, with a 24% year-on-year growth in the first half of 2025, increasing from 944,858 units to 1,177,051 units [3]. - Chinese electric vehicle brands have gained traction, with sales reaching 74,296 units in the first half of 2025, marking a nearly 20% increase and a market share of approximately 8% [3]. - BYD surpassed Tesla in electric vehicle sales in Europe for the first time in April 2025, with a 169% year-on-year increase in sales [3]. Group 3: Competitive Landscape - The article identifies three main competitive groups in the European electric vehicle market: - European automakers like Volkswagen and BMW are increasing their electric vehicle offerings and sales, with Volkswagen achieving over 130,000 electric vehicle sales and a 78% year-on-year growth [7]. - Chinese brands are leveraging technology and cost advantages to penetrate the market, with BYD leading in key markets [7][8]. - Japanese and Korean brands are lagging, with slight declines in sales but are still investing in new technologies [8]. Group 4: Future Outlook - The article suggests that the European market remains a fertile ground for electric vehicles, despite recent challenges faced by automakers [6][7]. - The shift in Tesla's market share presents opportunities for other manufacturers to capture market segments, depending on their product strategies and technological innovations [8].