特斯拉美国1月销量预计下滑17%

鞭牛士02-14

据electrek报道，汽车智能咨询公司（Motor Intelligence）的上牌数据显示，2026年1月特斯拉美国销量同比预计下滑17%。该车企当月汽车交付量约4.01万辆，较2025年1月的4.85万辆有所回落。特斯拉并未公布美国月度销量数据，因此第三方的上牌量预估数据成为最具参考性的指标——而该数据显示，其美国本土需求已连续第四个月下滑。本土市场持续萎缩这一1月销量预估数据，延续了特斯拉...

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Intelligence）的上牌数据显示，2026年1月特斯拉美国销量同比预计下滑17%。该车企当月汽车交付量约4.01万辆，较2025年1月的4.85万辆有所回落。特斯拉并未公布美国月度销量数据，因此第三方的上牌量预估数据成为最具参考性的指标——而该数据显示，其美国本土需求已连续第四个月下滑。本土市场持续萎缩这一1月销量预估数据，延续了特斯拉美国业务近两年的主流走势。据汽车智能咨询公司数据，在过去12个月里，特斯拉美国本土上牌量有9个月实现同比下滑，仅2025年7-9月录得增长；而这波增长几乎完全得益于消费者在9月30日7500美元电动汽车联邦税收抵免政策到期前的抢购潮，这波人为的需求提前释放结束后，特斯拉销量便应声大跌。该机构预估，2025年特斯拉美国全年上牌量达56.8454万辆，较2024年的62.5712万辆下滑10%。这一趋势与特斯拉全球销量高度契合：2025年该公司全球汽车交付量为163.6万辆，同比下滑8.6%，交付量连续第二年走低。特斯拉的1月销量下滑，也紧随2025年的惨淡收官而来。2025年11月，其美国销量跌破4万辆，创2022年1月以来月度最低值；12月销量虽环比小幅回升至4.83万辆，但仍低于去年同期水平。税收抵免退坡叠加品牌形象受损两大因素共同拖累了特斯拉的美国市场需求。其一为结构性因素：7500美元电动汽车联邦税收抵免政策正式到期，特斯拉全系车型的实际购置成本一夜之间变相上涨同等金额。考克斯汽车公司（Cox Automotive）数据显示，2026年1月美国电动汽车平均成交价同比上涨18.1%，达到5.1981万美元。这一变化对美国整个电动汽车市场造成了严重冲击，其零售市场份额从去年的9.5%暴跌至仅6.6%。凯利蓝皮书（Kelley Blue Book）预估，2026年1月美国电动汽车总销量同比大跌近30%。特斯拉并非唯一受创的车企，但其一成七的下滑幅度仍值得关注——因为早在这项税收优惠政策取消前，该公司的市场表现就已开始走弱。其二是特斯拉的专属问题：埃隆・马斯克参与政治活动带来的品牌损害，加之如今其与爱泼斯坦的关联事件持续发酵、尚无平息迹象，品牌的负面效应还在不断叠加。品牌金融咨询公司（Brand Finance）数据显示，2025年特斯拉品牌价值暴跌36%，降至276亿美元，不足2023年662亿美元峰值的一半。加州是特斯拉美国最重要的市场，益博睿（Experian）数据显示，特斯拉在该州所有汽车上牌量中的市场份额，从2024年的11.6%降至2025年的9.9%。特斯拉在加州的销量呈两位数下滑，而该州其余电动汽车市场却实现了增长。对于一个在旧金山湾区奠定品牌根基的企业而言，这无疑是一个极具打击性的信号。为解决消费者的购车成本顾虑，特斯拉在2025年第四季度推出了低价版后驱Model Y（售价3.999万美元）和后驱Model 3（售价3.699万美元）。但据美国电动汽车媒体Electrek本周早些时候报道，单纯的降价已无法挽回消费者。如今的问题早已不只是价格，而是品牌本身。竞争对手步步紧追特斯拉目前仍占据美国电动汽车市场46%的份额，但这一数字较2024年的49%、2022年初的75%持续走低。其中，通用汽车成为最大赢家，2025年其电动汽车销量激增48%，至近17万辆，在美国电动汽车市场的份额从8.8%升至13.2%。仅雪佛兰探界者纯电版一款车型就售出近5.8万辆，成为美国销量第三的电动汽车，仅次于特斯拉Model Y和Model 3。尽管通用汽车表现亮眼，但美国整体电动汽车市场却迎来数年来的首次萎缩。考克斯汽车公司数据显示，2025年美国电动汽车总销量约128万辆，较2024年下滑约2%。福特的电动汽车业务持续低迷，销量下滑14%至约8.4万辆；现代-起亚同样遇冷，电动汽车销量从12.4万辆降至不足10.4万辆。全球市场均遇冷，并非美国独有特斯拉在国际市场的处境则更为严峻。2025年，比亚迪以226万辆的纯电动汽车交付量，超越特斯拉的164万辆，成为全球最大的电动汽车厂商，且双方的差距还在不断扩大，而非缩小。欧洲市场方面，特斯拉2025年全年销量大跌27.8%，2026年开年表现更是雪上加霜：1月欧洲五大主要市场的上牌量同比下滑44%，其中英国暴跌57%、挪威重挫88%。仅在英国市场，比亚迪1月的纯电动汽车销量就达1326辆，是特斯拉647辆的近两倍。面对多市场的销量崩盘，特斯拉的应对方式是彻底放弃传统汽车销售模式。在2025年第四季度财报电话会议上，该公司宣布停产Model S和Model X车型；特斯拉高管还向投资者表示，应将关注点从汽车交付，转向通过自动驾驶出租车和擎天柱机器人实现的“出行即服务”业务。特斯拉计划在2026年将资本支出翻倍至200亿美元以上，且这笔资金几乎全部投向人工智能和自动驾驶基础设施，而非新车型的研发。（转载自电车界）","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,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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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