特斯拉在华月销环比暴跌63.6%，近三年最差

Core Viewpoint - Tesla reported its worst sales performance in three years for October, with a significant decline in vehicle sales compared to previous months and years [3][4]. Sales Performance - In October, Tesla sold 26,006 vehicles, a 63.64% decrease from September's 71,525 units and a 35.76% year-over-year decline [3][4]. - Tesla's ranking dropped from 7th in September to 27th in October, with sales lower than the lowest monthly figure recorded in February 2023 [4]. - The sales figures for October 2023 were only slightly better than October 2022, when Tesla sold 17,200 vehicles [4]. Model Breakdown - Sales for both Model Y and Model 3 saw significant drops in October. Model Y sold 19,488 units, down 31,685 from the previous month, falling from 2nd to 15th in rankings. Model 3 sold 6,518 units, down 13,834 from September, ranking 111th, a drop of 94 positions [5][6]. Market Competition - The decline in Tesla's sales is attributed to several factors, including factory holidays and increased competition from other electric vehicle manufacturers, which are aggressively pursuing market share as tax incentives expire [5][6]. - Competitors like Xiaomi's YU7, BYD's Titanium 7, and AITO's Wenjie M7 saw substantial sales increases in October, with YU7 sales up 50.49%, Titanium 7 up 146.03%, and Wenjie M7 up 169.20% [6]. Market Share and Growth - Tesla's market share in the domestic electric vehicle market fell to 2% in October, down from 3.4% year-over-year and 5.5% month-over-month [6]. - The overall retail penetration rate for new energy vehicles in China reached 57.2% in October, a 4.3 percentage point increase from the previous year, with wholesale sales of pure electric vehicles growing by 31.6% year-over-year [6].