特斯拉2025年全球销量分析，及2026年展望

芝能汽车01-05

芝能汽车出品特斯拉的2025年的销量数据，我们可以开始复盘一下，同时也需要展望一下。特斯拉四季度交付41.82万辆新车（包括交付40.66万辆Model Y和Model 3），同比下滑15.6%，如果从四个季度来看，整体销量在三季度美国7500美元退坡的刺激下实现了一个很高的销量。从2025年全年来看，特斯拉全球累计交付163.61万辆（包括交付158.53万辆Model Y和Model 3）新车...

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预估为23.3万，占比14.34%；◎其他区域主要包括土耳其、韩国、澳大利亚、日本等区域销量为19.5万。如果我们展望一下2026年的市场情况，挑战其实并不小。◎美国市场现在都是预期FSD越来越好用，7500美元下降以后，整体的销量是肯定下降的。◎中国市场，预期FSD满血版进入中国，构建训练和数据中心，调整价格然后争取更多的用户，否则的话这个销量稳不住。◎欧洲市场之前从36.5万（2023年），下降到32.5万（2024年）然后今年直接下降到23.6万台（2025年估计）。所以比较保守的预期，在低价版本真正有效扩展到全球的时候，特斯拉的销量在160万左右波动是合理的。从销量走向智能现在特斯拉明显走的是智能路线，把规模控制在和BBA乘用车主流品牌的销量上，产品的均价控制在4万多美元，特斯拉现在的新闻热点都是“全程自动驾驶横穿美国” 。特斯拉车主大卫·摩斯（David Moss）实现的挑战，使用Model 3（FSD V14.2.1.25），看着FSD带着自己从美国的西海岸开到东海岸，全程不进行任何干预。特斯拉社区也是把这个作为现在的核心热点，特斯拉马斯克的点赞。David Moss从加州的特斯拉餐厅出发，抵达南卡罗来纳州的默特尔海滩，行程耗时2天又20个小时，行驶了2732.4英里（约4397公里），没有进行任何人工接管，在特斯拉超充站里的停车也没有干预。从特斯拉的各种动作来看，2024-2025年是从销量顶点下来，围绕AI科技在推动这个品牌价值往前走。特斯拉汽车产品本身的制造、硬件、软件和车辆本体创新，除了FSD芯片和模型的不断迭代之外，我们确实看不到特斯拉对纯电动汽车产品的拉动作用。从量来看，比亚迪从纯电动销量超越特斯拉是顺理成章的，哪怕是在欧洲和除了中美之外的市场超越特斯拉也是正常的，现在的特斯拉已经进入销量平稳阶段，走AI科技+品牌的路线。至少目前这个细分的赛道，特斯拉是有很强的壁垒，虽然你买的产品本身的尝试特性和国内其他产品差异不大，只要Elon Musk带着特斯拉走FSD迭代，Robotaxi、Robotvan、机器人，迭代Grok和xAi的创新，特斯拉这个科技品牌的地位是稳固的。小结2025年我们看到特斯拉销量的滑落，也看到了特斯拉在科技品牌的走向上的引领，哪怕是车辆本身的技术迭代没有那么快，基础的销量还是在的，科技品牌的属性一直在延伸。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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