咨询公司Benchmark Mineral Intelligence （BMI）周五发布的数据显示，11月全球电动汽车（包括纯电 和插电式混动汽车）销量增长速度为2024年2月以来的最低水平，原因是中国市场趋于平稳，而美国电 动汽车税收抵免计划的结束，使北美市场自2019年以来首次出现下滑。 BMI的数据显示，11月份全球电动汽车注册量增长了6%，略低于200万辆。 中国市场的销量增长了3%，达到130万辆以上，这是自2024年2月以来的最低同比增幅。 北美地区11月份电动汽车注册量同比暴跌了42%，仅略高于10万辆。今年迄今，北美地区的电动汽车注 册量下降了1%。 BMI表示，在欧洲，由于国家激励计划，电动汽车的注册量保持了强劲增长，11月份注册量同比增长了 36%，达到40万辆以上。 中国市场的销量增长了3%，达到130万辆以上，这是自2024年2月以来的最低同比增幅。 北美地区11月份电动汽车注册量同比暴跌了42%，仅略高于10万辆。今年迄今，北美地区的电动汽车注 册量下降了1%。 BMI表示，在欧洲，由于国家激励计划，电动汽车的注册量保持了强劲增长，11月份注册量同比增长了 36%，达到40万辆以上。 ...

Core Insights - Tesla's sales experienced a significant decline in October across Norway, Sweden, and Denmark, indicating ongoing challenges for the company in the European market [1] - Conversely, Tesla recorded a slight increase in sales in France, suggesting some regional variation in performance [1] Summary by Region - **Norway**: Sales plunged, reflecting the company's struggles in this key European market [1] - **Sweden**: Similar to Norway, sales also dropped significantly, highlighting the competitive landscape [1] - **Denmark**: Experienced a decline in sales, further emphasizing Tesla's difficulties in Scandinavia [1] - **France**: Notably, Tesla posted a small gain in sales, indicating a more favorable reception in this market compared to its Scandinavian counterparts [1]

Core Insights - Tesla delivered 497,099 vehicles in Q3, exceeding Wall Street's expectations of 443,079 and economists' projections of 456,000 [1][2] - This delivery figure surpasses the previous record of 495,600 vehicles in Q4 2024, marking a 7.4% year-over-year increase [2] - The company experienced a significant decline in Q2 with just over 384,000 deliveries, representing a 13% annual decrease, the largest on record [2] Industry Context - The increase in vehicle deliveries coincided with the expiration of a $7,500 federal tax credit for electric vehicle purchases, which may influence future EV sales [3] - Electric vehicle sales have been growing at a rate of 7%, reaching 1.6 million in 2024, compared to a 2% increase for non-electric vehicles [3] - Ford's CEO expressed concerns that the expiration of the tax credit could potentially halve EV demand [3]

Core Insights - Tesla reported a surprise increase in sales for the third quarter, likely driven by consumer rush to utilize a $7,500 credit before its expiration on September 30 [1] Sales Performance - Sales in the three months through September rose by 7% compared to the same period last year, following two quarters of significant declines [2] - Total sales reached 497,099 units, up from 462,890 units in the same period last year, defying analyst expectations of a slight decline to 456,000 units [3]