特斯拉歐洲銷量跌,挪威卻創新高!




特斯拉在歐洲主要市場銷量下滑 挪威卻創下新高

根據最新數據顯示,特斯拉(Tesla)在2025年12月於歐洲多個重要市場的銷量出現明顯下降,但在挪威卻逆勢大幅增長,刷新了當地的銷售紀錄。這反映出歐洲電動車市場的競爭日益激烈,而特斯拉在部分地區的市場份額正遭遇嚴峻挑戰。

特斯拉自2024年底開始,受制於競爭對手增多、產品線老化,以及埃隆·馬斯克(Elon Musk)公開支持歐洲右翼政治人物而引發的抗議,導致歐洲銷量放緩。儘管特斯拉推出了更便宜的Model Y和Model 3版本,但整體業務仍未見明顯回升。

以法國為例,這個歐洲第三大汽車市場(僅次於德國及英國),12月特斯拉登記數(即銷量代理指標)暴跌66%,僅售出1,942輛,全年銷量也下降了37%。瑞典的情況更為嚴重,12月銷量下降71%,全年跌幅達70%。葡萄牙及西班牙分別下跌13%及44%,2025年全年分別下跌22%及4%。

截至11月,特斯拉在歐洲、英國及歐洲自由貿易協會市場的整體市佔率已由2024年同期的2.4%跌至1.7%,即使電池電動車總銷售占比已提升到18.8%。

然而,挪威卻是特斯拉的亮點。12月登記數暴增89%至5,679輛,2025年年度市佔率超過19%,創下新高。這得益於挪威新車幾乎全是電動車的市場環境,令特斯拉銷量受惠明顯。

評論與深入分析

特斯拉在歐洲面臨的銷量下滑,彰顯了電動車市場的多元化與激烈競爭。歐洲市場不再是特斯拉的「天然領地」,傳統汽車巨頭和新興電動車品牌紛紛加碼投資,帶來更多選擇和技術創新,令消費者有更多元化的購車方案。此外,特斯拉車款更新緩慢,品牌形象因馬斯克的政治言論而受損,也削弱了其吸引力。

挪威的銷售逆勢上升,則反映出政策支持和新能源車基礎設施完善的重要性。挪威政府積極推動電動車普及,稅收優惠及充電網絡完善,塑造了理想的市場環境。這對香港及其他城市的電動車推廣有啟示——政策與基建同時發力,才能真正提升電動車滲透率。

對特斯拉來說,未來的挑戰在於如何在多變的市場和日益嚴峻的競爭中,重新塑造品牌形象,提升產品吸引力,並加快技術和車型更新。特斯拉全球第四季交付數據預計將大幅下降,或反映其當前策略面臨瓶頸。公司需要更靈活應對區域市場特性,並在歐洲市場尋找新的突破口。

總括而言,特斯拉在歐洲的銷售表現呈現明顯分化,挪威的成功經驗值得借鑒,而整體跌勢則警示特斯拉必須積極調整策略,以應對日益多元和挑戰重重的電動車市場環境。

以上文章由GPT 所翻譯及撰寫。

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