Tesla recorded it 336,681 DeliveryIt was the brand’s strong opposition to CEO Elon Musk’s political moves, with the worst performance in the quarter in more than two years.
As Musk continues, a decline in sales is happening Leading roadthis “Advisory body” This has fired thousands of federal employees and tried to eliminate the entire agency and program. His involvement in the government not only proves the controversial unwelcomeleading many people to wonder what impact it has on Tesla’s sales.
Even one of Tesla’s top supporters on Wall Street Recent plea Musk flowers have less time politically and more time running his business.
Tesla also released a production number of 362,615, a decrease from previous periods, partly because automakers switched to the new model Y refreshed production lines.
Analysts expect Tesla to report an average delivery of 408,000 electric vehicles from January to March. Although several analysts have lowered their expectations to below 400,000 in recent weeksTesla cuts‘ protest It exploded nationwide, with international sales falling.
Tesla did not divide its delivery numbers by region, but sales in Europe and China fell in the first quarter.
According to the European Automobile Manufacturers Association, in the first two months of this year, even as EVS’s overall sales increased, European sales fell 49% year-on-year.
In Germany, it is one of Tesla’s gigabit vehicles, usually one of Tesla’s largest EU markets – these numbers have dropped further. Tesla’s sales in Germany fell 76% in February to just 1,429 units, compared with 6,038 in 2024. The decline in sales came as Musk recognized Germany’s recognition of Germany’s far-right AFD party in the national election last month.
This trend has been accompanied throughout Europe, according to early data released by some countries. For example, the French Trade Association PFA reported delivery of 3,159 Teslas last month, down 37% from March 2024 and 41% in the quarter. The story is similar in Sweden, with Tesla’s sales down 64% in March.
Overall, in Europe, new electric vehicle sales grew 28.4%, accounting for 15.2% of the EU’s total market share even when all-new car registrations declined.
Meanwhile, in China, Tesla’s main market, sales of Shanghai-made cars fell in amid competition in March More than Tesla’s revenue In 2024, other local players also like Geely. Tesla sold 78,828 electric vehicles in China in March, down 11.5% year-on-year, according to data from the China Bus Association. That’s higher than the 30,688 cars purchased in February.
Tesla has a tough start to this year. Its stock has reached its lowest performance in the lineup under increasing pressure, strong opposition to Musk increased, and aging. Despite the popularity of Cybertruck Not enough to increase Tesla’s sales figures Turn the situation around.
Tesla may want its refreshed model Y and Other potential upgrades This year is coming to increase its sales figures. Earlier this week, Tesla began to offer 0% financing Within the scope of China’s Y model. The company also makes fun of it It’s a mysterious new low-cost model that hasn’t been revealed yet.