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看好Q2财报，直冲500大关
5月销量翻倍！特斯拉欧洲回暖势头持续增强，摆脱低谷上演“V型反弹”
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17:25","market":"us","language":"zh","title":"5月销量翻倍！特斯拉欧洲回暖势头持续增强，摆脱低谷上演“V型反弹”","url":"https://stock-news.laohu8.com/highlight/detail?id=2645846228","media":"智通财经","summary":"智通财经APP获悉，在经历长达一年的销售低迷后，特斯拉在欧洲市场的回暖势头正持续加速，这在5月数据中进一步得到印证。这是特斯拉在欧洲市场连续第四个月实现销量同比增长。今年前五个月，特斯拉累计注册量同比增幅达57%。此前的反弹建立在2025年销量大幅下滑的“深坑”之上。特斯拉自2020年推出Model Y后，尚未发布新的大众市场车型。","content":"<html><head></head><body><p style=\"text-align: left;\">6月23日，在经历长达一年的销售低迷后，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)在欧洲市场的回暖势头正持续加速，这在5月数据中进一步得到印证。欧洲汽车制造商协会(ACEA)最新数据显示，5月特斯拉在欧盟、英国、冰岛、列支敦士登、挪威和瑞士整体市场的新车注册量达28,610辆，同比翻番;仅欧盟市场即售出21,767辆，同比大增152.4%。这是特斯拉在欧洲市场连续第四个月实现销量同比增长。</p><p style=\"text-align: left;\">特斯拉的加速回暖给大众汽车等同样面临中国制造商竞争压力的对手带来更大挑战，数据显示，这一势头主要得益于德国、英国等关键市场的强劲增长。今年前五个月，特斯拉累计注册量同比增幅达57%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3f29310c23a890f8c74ef45043eb48b\" title=\"\" tg-width=\"200\" tg-height=\"120\"/></p><p style=\"text-align: left;\">此前的反弹建立在2025年销量大幅下滑的“深坑”之上。2025年全年，特斯拉在涵盖欧盟及英国、挪威等国的欧洲市场新车注册量为238,656辆，同比下降26.9%;仅欧盟范围内，注册量同比降幅更达37.9%，市场份额从2024年的2.3%骤降至1.4%。</p><p style=\"text-align: left;\">去年特斯拉在欧洲大部分地区的需求遭遇显著下滑，部分原因在于首席执行官埃隆·马斯克对欧洲极右翼政党的支持及其与美国总统特朗普的关系引发消费者反弹。</p><p style=\"text-align: left;\">自2025年以来，因美国总统特朗普寻求得到格陵兰岛并在关税问题上对欧盟反复施压，跨大西洋关系持续紧张。由于特朗普与特斯拉CEO埃隆·马斯克关系密切，特斯拉在欧洲市场受到大量消费者抵制。2026年初，马斯克虽已不再与特朗普政府公开关联，但此前政治立场所累积的品牌负面影响仍在持续消化。</p><p style=\"text-align: left;\">此外，缺乏新车型也有所影响。特斯拉自2020年推出Model Y后，尚未发布新的大众市场车型。主力车型Model 3、Model Y上市多年缺乏焕新，产品老化问题日益突出。且坚守纯电路线，错失了插混车型的增量市场，同时FSD自动驾驶系统在欧洲审批迟迟未通过，技术优势难以发挥。</p><p style=\"text-align: left;\">然而，从2026年2月起步的“V型反弹”扭转了这一颓势。尽管年初1月注册量同比暴跌17%，且已是连续第13个月下滑，但2月特斯拉在欧洲15个地区的注册量达到17,425辆，同比增长10%，这是自2024年12月以来首次实现同比回升。</p><p style=\"text-align: left;\">此后反弹势头逐月增强，4月，特斯拉在欧洲市场注册量同比增长46.5%，其中欧盟市场增幅超过67%;5月则实现翻倍增长。</p><p style=\"text-align: left;\">分析指出，此次反弹更多受益于外部环境的变化。2026年3月，因美国与以色列在伊朗的军事冲突导致欧洲汽油价格急剧上涨，促使消费者加速转向纯电动车。2026年第一季度，欧洲纯电动车市场份额升至20.1%，创历史新高，而2025年同期仅为13.2%。</p><p style=\"text-align: left;\">与此同时，特斯拉于2025年底在欧洲推出更低价位的Model 3标准版(德国起售价37,970欧元)，并于2026年初开始交付，在一定程度上打开了价格敏感型消费者的市场空间。</p><p style=\"text-align: left;\">据安永统计，特斯拉Model Y SUV和Model 3轿车是5月西欧市场最畅销的电动车型。<a href=\"https://laohu8.com/S/0P6N.UK\">大众集团</a>旗下斯柯达品牌的Elroq和Enyaq车型分别位列第三、第四位，其后依次为大众ID.3和中国<a href=\"https://laohu8.com/S/09863\">零跑汽车</a>生产的T03。</p><p style=\"text-align: left;\">中国竞争对手仍是不容忽视的“追赶者”。5月，<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>在欧盟的注册量达26,017辆，同比增长158.8%，已超越特斯拉的月度销量;前五个月累计注册量99,578辆，同样领先于特斯拉的89,180辆。<a href=\"https://laohu8.com/S/002594\">比亚迪</a>在欧盟的市场份额从去年同期的1.1%升至5月的2.7%。其他中国品牌同样表现抢眼。</p><p style=\"text-align: left;\">安永指出：“中国汽车制造商正在欧洲市场稳步扩大份额，高性价比的中国车型已成为真正的畅销款，尤其是在南欧国家。”</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=http://www.zhitongcaijing.com/content/detail/1457498.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月23日，在经历长达一年的销售低迷后，特斯拉(TSLA.US)在欧洲市场的回暖势头正持续加速，这在5月数据中进一步得到印证。欧洲汽车制造商协会(ACEA)最新数据显示，5月特斯拉在欧盟、英国、冰岛、列支敦士登、挪威和瑞士整体市场的新车注册量达28,610辆，同比翻番;仅欧盟市场即售出21,767辆，同比大增152.4%。这是特斯拉在欧洲市场连续第四个月实现销量同比增长。特斯拉的加速回暖给大众汽车...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1457498.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4581":"高盛持仓","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","BK4543":"AI","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED 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ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1457498.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2645846228","content_text":"6月23日，在经历长达一年的销售低迷后，特斯拉(TSLA.US)在欧洲市场的回暖势头正持续加速，这在5月数据中进一步得到印证。欧洲汽车制造商协会(ACEA)最新数据显示，5月特斯拉在欧盟、英国、冰岛、列支敦士登、挪威和瑞士整体市场的新车注册量达28,610辆，同比翻番;仅欧盟市场即售出21,767辆，同比大增152.4%。这是特斯拉在欧洲市场连续第四个月实现销量同比增长。特斯拉的加速回暖给大众汽车等同样面临中国制造商竞争压力的对手带来更大挑战，数据显示，这一势头主要得益于德国、英国等关键市场的强劲增长。今年前五个月，特斯拉累计注册量同比增幅达57%。此前的反弹建立在2025年销量大幅下滑的“深坑”之上。2025年全年，特斯拉在涵盖欧盟及英国、挪威等国的欧洲市场新车注册量为238,656辆，同比下降26.9%;仅欧盟范围内，注册量同比降幅更达37.9%，市场份额从2024年的2.3%骤降至1.4%。去年特斯拉在欧洲大部分地区的需求遭遇显著下滑，部分原因在于首席执行官埃隆·马斯克对欧洲极右翼政党的支持及其与美国总统特朗普的关系引发消费者反弹。自2025年以来，因美国总统特朗普寻求得到格陵兰岛并在关税问题上对欧盟反复施压，跨大西洋关系持续紧张。由于特朗普与特斯拉CEO埃隆·马斯克关系密切，特斯拉在欧洲市场受到大量消费者抵制。2026年初，马斯克虽已不再与特朗普政府公开关联，但此前政治立场所累积的品牌负面影响仍在持续消化。此外，缺乏新车型也有所影响。特斯拉自2020年推出Model Y后，尚未发布新的大众市场车型。主力车型Model 3、Model Y上市多年缺乏焕新，产品老化问题日益突出。且坚守纯电路线，错失了插混车型的增量市场，同时FSD自动驾驶系统在欧洲审批迟迟未通过，技术优势难以发挥。然而，从2026年2月起步的“V型反弹”扭转了这一颓势。尽管年初1月注册量同比暴跌17%，且已是连续第13个月下滑，但2月特斯拉在欧洲15个地区的注册量达到17,425辆，同比增长10%，这是自2024年12月以来首次实现同比回升。此后反弹势头逐月增强，4月，特斯拉在欧洲市场注册量同比增长46.5%，其中欧盟市场增幅超过67%;5月则实现翻倍增长。分析指出，此次反弹更多受益于外部环境的变化。2026年3月，因美国与以色列在伊朗的军事冲突导致欧洲汽油价格急剧上涨，促使消费者加速转向纯电动车。2026年第一季度，欧洲纯电动车市场份额升至20.1%，创历史新高，而2025年同期仅为13.2%。与此同时，特斯拉于2025年底在欧洲推出更低价位的Model 3标准版(德国起售价37,970欧元)，并于2026年初开始交付，在一定程度上打开了价格敏感型消费者的市场空间。据安永统计，特斯拉Model Y SUV和Model 3轿车是5月西欧市场最畅销的电动车型。大众集团旗下斯柯达品牌的Elroq和Enyaq车型分别位列第三、第四位，其后依次为大众ID.3和中国零跑汽车生产的T03。中国竞争对手仍是不容忽视的“追赶者”。5月，比亚迪在欧盟的注册量达26,017辆，同比增长158.8%，已超越特斯拉的月度销量;前五个月累计注册量99,578辆，同样领先于特斯拉的89,180辆。比亚迪在欧盟的市场份额从去年同期的1.1%升至5月的2.7%。其他中国品牌同样表现抢眼。安永指出：“中国汽车制造商正在欧洲市场稳步扩大份额，高性价比的中国车型已成为真正的畅销款，尤其是在南欧国家。”","news_type":1,"symbols_score_info":{"TEST":0.6,"TLA":0.6,"TSLS":0.6,"09366":0.6,"07766":0.6,"TSII":0.6,"CRSH":0.6,"TSLT":0.6,"TESL":0.6,"07366":0.6,"TSLW":0.6,"TSYY":0.6,"TSL":0.6,"TSLG":0.6,"09766":0.6,"TSLP":0.6,"TSLQ":0.6,"TSLZ":0.6,"TSLO":0.6,"TSLR":0.6,"TSLY":0.6,"TSLI":0.6,"TSLA":1.98,"TSDD":0.6}},"isVote":1,"tweetType":1,"viewCount":285,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":22,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/578656973848824"}
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