市场份额被比亚迪抢走了。
Now that Tesla sales in Germany have plunged 46% compared to last April and those in the UK have gone down 62%, that explanation seems to no longer be holding water. Sweden saw an 80% dip in Tesla sales, France 59%, and Spain 36%. Even in Norway, the stalwart of vehicle electrification in Europe, Tesla's market share has slumped from 18% to 11% of the market now.
This all comes on the back of a 28% increase in EV sales across the continent, with VW and BYD, in particular, marking the biggest gains. BYD sales rose 750% in Germany compared to last April, despite that it is subjected to a 10% generic and a 17% company-specific EU import tariff there. BYD has now managed to beat Tesla in EV sales in two consecutive quarters already, and it might very well log its first full year as the world's largest electric car maker in 2025.
