特斯拉在欧洲市场面临销量持续下滑的严峻挑战。根据欧洲汽车制造商协会（ACEA）的数据，今年7月，特斯拉在欧洲（包括欧盟、英国、冰岛、列支敦士登、挪威和瑞士）的注册量仅为8,837辆，同比下降了40%。值得注意的是，这并非电动汽车市场的普遍现象，整个电动汽车市场销量实际上有所增长，例如特斯拉的中国竞争对手比亚迪7月销量激增225%。这是特斯拉连续第七个月销量下滑，此前在美国市场也出现了销量下降。分析认为，埃隆·马斯克在唐纳德·特朗普政府中的参与以及对德国极右翼政党“德国选择党”（AfD）的支持，可能对其品牌形象和销售产生了负面影响。此外，停止接受部分车型（如Model S和X）的欧盟客户配置订单，以及美国市场二手特斯拉车辆的涌入，也加剧了其销售困境。未来，特朗普政府的“大美丽法案”将取消碳信用额度，这对特斯拉而言是重要的收入来源，而美国联邦电动汽车税收抵免的即将到期，将进一步增加电动汽车的成本。

📉 特斯拉在欧洲市场遭遇严峻挑战，7月销量同比大幅下滑40%，注册量仅为8,837辆。这是该品牌连续第七个月销量下降，与整体电动汽车市场销量增长的趋势形成鲜明对比，例如竞争对手比亚迪同期销量激增225%。

🤔 销量下滑的原因可能与埃隆·马斯克在政治领域的活动有关，包括他参与美国特朗普政府以及对德国极右翼政党“德国选择党”（AfD）的支持，这些事件可能对品牌形象和消费者购买意愿产生了负面影响，尤其是在马斯克支持AfD后，特斯拉在德国的销量曾出现近50%的跌幅。

🚧 特斯拉在欧洲和美国市场都面临困境。在欧洲，部分车型（如Model S和X）已停止接受客户配置订单；在美国，二手特斯拉车辆的增多也对新车销售构成压力。此外，未来特朗普政府的政策，如取消碳信用额度（特斯拉一项重要收入来源）以及美国电动汽车税收抵免的到期，将进一步削弱特斯拉的营收能力和市场竞争力。

⏳ 尽管马斯克已于5月宣布退出特朗普政府的职务，但特斯拉的销售困境并未因此缓解。即将到期的美国联邦电动汽车税收抵免（9月30日）将直接提高电动汽车的购买成本，可能对特斯拉在美国市场的销售产生进一步的负面影响。

Forty percent. That's how much Tesla's European sales declined in July compared to the year before.

The European Automobile Manufacturers Association (ACEA), the lobbying group for the automobile industry in the EU, released new data on Thursday showing that Tesla, led by Elon Musk, is continuing to face a steep decline in sales.

In total, just 8,837 Tesla vehicles were registered across Europe in July 2025. That figure includes the European Union, as well as the United Kingdom, Iceland, Liechtenstein, Norway, and Switzerland.

Furthermore, Tesla's drop in sales is not the result of a broader decline across the larger EV market either. In fact, sales of electric vehicles as a whole actually went up in the EU. For example, Tesla's biggest Chinese rival BYD saw 13,503 new vehicle registrations in July. That's a monthly surge of 225 percent compared to the year before, as CNBC reported.

This also marks Tesla's seventh month in a row of declining sales.

Tesla has also seen declining sales in the United States so far in 2025, though the impending end of the EV tax credit has given EV makers a temporary boost over the summer.

No end in sight for Tesla's woes

Tesla's sales issues began shortly Musk's involvement in the President Donald Trump administration and its Department of Government Efficiency (DOGE). Musk has also been involved in other costly controversies, including his support for a far-right party in Germany.

In fact, in the month after Musk supported the far-right Alternative for Germany (AfD) party, Tesla recorded fewer than 900 sales in Germany — a nearly 50 percent drop.

In July, amid declining sales, Tesla also stopped allowing EU customers to configure and order some of its car models, such as the Model S and X. And, in the U.S., Tesla owners have flooded the market with used Tesla vehicles.

Under increasing pressure, Musk announced in May that he was stepping away from his role with the Trump administration, but Tesla's sales problems have continued.

On top of that, the president's Big Beautiful Bill will see the end of a vital source of Tesla's revenue: Carbon credits.

Over the past decade, these regulatory credits have accounted for a whopping $11.8 billion in revenue for Tesla.

Finally, the federal EV tax credit will expire on Sept. 30, which will immediately make electric vehicles more expensive for U.S. shoppers.