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特斯拉在这个国家5月销量激增

对电动汽车爱好者而言,挪威堪称人间天堂。

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特斯拉首席执行官埃隆·马斯克正在艰难应对欧洲的需求问题,但挪威市场除外。图片来源:Kevin Dietsch—Getty Images

• 在焕新版Model Y的推动下,5月挪威特斯拉(Tesla)新电动汽车注册量增长两倍以上。但欧洲其他地区的消费者不再蜂拥购买埃隆·马斯克的汽车,越来越多人将目光投向中国车企比亚迪(BYD)。

对电动汽车爱好者而言,挪威堪称人间天堂。挪威超九成新车为纯电动汽车,这项数据冠绝全球。尽管坐拥丰富的石油资源,在挪威1-4月售出的43,000辆汽车中,使用纯汽油驱动的不足200辆。

周一公布的数据显示,即便整个欧洲似乎正疏远特斯拉,全球对电动汽车最友好的国家挪威仍坚定支持着马斯克的汽车制造商。

新乘用车注册量显示,上个月特斯拉需求激增两倍以上,达到2,600辆,其中Model Y的销量暴涨功不可没。新乘用车注册量稍微滞后于零售销量指标。

强劲的需求使特斯拉重登挪威月度汽车品牌销量榜首,不仅弥补了今年累计销量缺口,还实现了超额增长。

荷兰、瑞典和法国三国消费者购买热情消退

好消息是,Model Y几乎能收复前五个月因车型更新换代导致的全部失地。坏消息是,5月的数据表明,现有供应足以使挪威市场Y车型销量较4月翻番,看涨者或需重新审视“欧洲其他地区销售疲软源于畅销车型产能爬坡受限”的论点。

尽管挪威市场形势喜人,特斯拉在欧洲大陆其他地区的境遇却更加严峻。荷兰5月特斯拉新车销量同比下滑36%;瑞典销量暴跌超过一半;法国受创最重,上个月销量萎缩三分之二。

在这三个特斯拉的传统强势市场,新车电动化比例均远超平均水平。然而5月特斯拉新车注册总量仅为2,281辆,尚不及同期挪威单款Model Y跨界车的注册量。

相较而言,西班牙的电动汽车需求远低于北欧市场,特斯拉的处境更艰难。特斯拉在西班牙的销量同样大幅下跌,跌幅高达29%,但稍显温和。

劲敌比亚迪5月迎来爆发式增长

但有一个品牌正在西班牙强势崛起,它就是比亚迪。虽然公开数据未区分纯电车型与“DM-i”插电混动系列,但这家中国车企凭借海狮U跨界车,实现十倍销量增长。

比亚迪在西班牙的成功是当前一个大趋势的缩影。虽然在匈牙利的欧洲工厂今年晚些时候才能投产,但该品牌海外销量已再创月度新高。

这家中国电动汽车品牌在欧洲的销量正在稳步增长,全年销量即将首次超越特斯拉。周一披露的数据显示,其5月纯电动乘用车销量激增42%。

仅按季度发布汇总数据的特斯拉未回应置评请求。(财富中文网)

译者:刘进龙

审校:汪皓

• 在焕新版Model Y的推动下,5月挪威特斯拉(Tesla)新电动汽车注册量增长两倍以上。但欧洲其他地区的消费者不再蜂拥购买埃隆·马斯克的汽车,越来越多人将目光投向中国车企比亚迪(BYD)。

对电动汽车爱好者而言,挪威堪称人间天堂。挪威超九成新车为纯电动汽车,这项数据冠绝全球。尽管坐拥丰富的石油资源,在挪威1-4月售出的43,000辆汽车中,使用纯汽油驱动的不足200辆。

周一公布的数据显示,即便整个欧洲似乎正疏远特斯拉,全球对电动汽车最友好的国家挪威仍坚定支持着马斯克的汽车制造商。

新乘用车注册量显示,上个月特斯拉需求激增两倍以上,达到2,600辆,其中Model Y的销量暴涨功不可没。新乘用车注册量稍微滞后于零售销量指标。

强劲的需求使特斯拉重登挪威月度汽车品牌销量榜首,不仅弥补了今年累计销量缺口,还实现了超额增长。

荷兰、瑞典和法国三国消费者购买热情消退

好消息是,Model Y几乎能收复前五个月因车型更新换代导致的全部失地。坏消息是,5月的数据表明,现有供应足以使挪威市场Y车型销量较4月翻番,看涨者或需重新审视“欧洲其他地区销售疲软源于畅销车型产能爬坡受限”的论点。

尽管挪威市场形势喜人,特斯拉在欧洲大陆其他地区的境遇却更加严峻。荷兰5月特斯拉新车销量同比下滑36%;瑞典销量暴跌超过一半;法国受创最重,上个月销量萎缩三分之二。

在这三个特斯拉的传统强势市场,新车电动化比例均远超平均水平。然而5月特斯拉新车注册总量仅为2,281辆,尚不及同期挪威单款Model Y跨界车的注册量。

相较而言,西班牙的电动汽车需求远低于北欧市场,特斯拉的处境更艰难。特斯拉在西班牙的销量同样大幅下跌,跌幅高达29%,但稍显温和。

劲敌比亚迪5月迎来爆发式增长

但有一个品牌正在西班牙强势崛起,它就是比亚迪。虽然公开数据未区分纯电车型与“DM-i”插电混动系列,但这家中国车企凭借海狮U跨界车,实现十倍销量增长。

比亚迪在西班牙的成功是当前一个大趋势的缩影。虽然在匈牙利的欧洲工厂今年晚些时候才能投产,但该品牌海外销量已再创月度新高。

这家中国电动汽车品牌在欧洲的销量正在稳步增长,全年销量即将首次超越特斯拉。周一披露的数据显示,其5月纯电动乘用车销量激增42%。

仅按季度发布汇总数据的特斯拉未回应置评请求。(财富中文网)

译者:刘进龙

审校:汪皓

• Registrations of new Tesla EVs more than tripled in Norway in May, led by the refreshed Model Y. But European buyers elsewhere are no longer lining up to buy Elon Musk’s cars, and a growing number are looking at China-based BYD.

There’s a paradise on Earth for EV enthusiasts, and it’s called Norway. More than nine out of 10 new cars there are fully electric—a statistic unmatched anywhere else—and despite its vast oil riches, fewer than 200 of the overall 43,000 vehicles sold there through April ran on gasoline alone.

Even if Europe as a whole appears to be turning its back on Tesla, the world’s friendliest country for EVs is proving it remains loyal to Elon Musk’s carmaker, according to data published on Monday.

Registrations of new passenger cars, which lag retail sales slightly, showed demand for Tesla more than tripled last month to 2,600 vehicles, led by a surge in volumes of the Model Y.

The strong showing put Tesla back at the top of all car brands in Norway for the month while also erasing its previous year-to-date losses and then some.

Dutch, Swedish, and French buyers aren’t buying Teslas in the same numbers

The good news is the Y could recoup almost all the ground it had lost as a result of the changeover to the newer version over the first five months. The bad news is now that May showed there was sufficient supply to permit Y sales in Norway to double from April’s tally, bulls may have to rethink their thesis that weakness in the rest of Europe is due to constraints stemming from the production ramp of Tesla’s best seller.

As bright as things look in Norway, the picture for Tesla looks far more challenging across the rest of the continent. The Netherlands registered a 36% year-on-year drop in May, while Sweden saw volumes collapse by more than half. France was the worst hit, with volumes shrinking by two-thirds last month.

All three are traditionally strong Tesla markets with an above-average share of EVs in relation to their new car fleets. Yet between them all, there were only 2,281 Tesla cars registered in May. That’s fewer than the number of Model Y crossovers in Norway over the same time period.

By comparison, Spain is a more difficult market, with EV demand relatively low compared to northern Europe. Here, too, Tesla saw a sharp drop, even if at 29% it was less pronounced.

Tesla rival BYD enjoying explosive growth in May

Yet one brand is already seeing explosive growth in Spain: BYD. While published data does not differentiate between EVs and its “DM-i” range of plug-in hybrids, the Chinese carmaker saw sales increase by a factor of 10 thanks to its Seal U crossover.

BYD’s success in Spain is part of an ongoing trend. Even before its European car plant in Hungary celebrates its start of production later this year, the brand notched another monthly record for overseas sales.

The Chinese EV brand remains firmly on track to eclipse Tesla for the first time across a full year of sales. On Monday, it reported that volumes of its fully electric passenger cars surged by 42% in May.

Tesla, which only publishes aggregated data once a quarter, did not respond to a request for comment.

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