- New data suggests that Tesla sales in Europe have almost been reduced by half in 2025
- Byd, Xpeng and Leapmotor have seen an increase in sales
- The European market in general has increased 25% with VW at the top
The current Sales of Tesla sales do not show signs of deceleration, since the new data of Jato Dynamics suggest that the company’s sales in Europe fell 45% last month, resulting in its largest market share in five years.
The problem can be attributed partly to the Tesla aging models line, since customers feel tight to make the model and updated more performed. But many analysts have also cited a more general cooling of demand thanks to the divisive division of Elon Musk in politics.
Earlier this year, Financial Times reported on the cut of the Volkswagen Group of the production of EV in some of its largest manufacturing plants, due to the slow absorption of their battery electric vehicles, many early examples of which they received average press reviews of the press.
However, Bev sales of the German brand increased 180% to less than 20,000 cars in February, according to PakGazette, while the BMW and Mini brand owned by BMW sold almost 19,000 BEV in February.
Comparatively, Tesla managed to sell less than 16,000 cars in key European markets, including the United Kingdom, Norway and Switzerland during the same period, despite the fact that the general records of battery electric vehicles increased by 25% in February compared to the previous month.
Although it is still much smaller in number, Byd also registered a 94% increase in sales in February, with more than 4,000 electric vehicles sold. Similarly, Polestar also celebrated an 84% increase and newcomers, such as Xpeng and Leapmotor, have also begun to register sales.
“Brands such as Tesla, which have a relatively limited alignment, are particularly vulnerable to the decrease in registration when making a model change,” said Felipe Muñoz, a global analyst at Jato Dynamics.
But many other experts in the industry also indicate the fact that the recent behavior of the CEO of Tesla has caused a violent reaction from buyers, due to their affiliation with a series of right -wing political parties, particularly those in Germany.
Ahmad Assiri, research strategist of the Pepperstone runner, told Sky News that Musk’s political efforts were “negatively affecting Tesla’s reputation between substantial segments of consumers and investors,” and added that Byd’s rapid continuous growth was “increasingly attractive to consumers and investors, equally.”
Analysis: Everything is mounted in the new model and
As I have repeatedly said, the last harvest of Tesla vehicles is, with much, the best until now, with the updated model 3 and the model and easily among the best electric vehicles that money can buy for most people at this time.
During the consecutive tests of the model and the previous generation and the latest model 3, the Gulf as construction, refinement, comfort and interior quality is tangible, while buyers will be welcoming efficiency gains and a greater amount of standard technology.
However, the version of the launch edition of the long -awaited Update of Tesla Model and is now relatively expensive, which Costa La Fiolera de £ 60,990 in the United Kingdom and $ 52,490 in the US. UU., With many customers probably not only keeping the updated car, but also more affordable variants, which should not reach the summer.
This, naturally, will skew sales figures, while Tesla has a reputation of cyclic peaks and channels in its quarterly sales results due to variations in their price and discount strategy.
The true test of the ‘Elon effect’ will be at the end of this year, when customers will receive a complete line of the Y. If sales remain slow at that point, it may be time for Tesla to begin to panic.
