特斯拉英国销量下降55%,西班牙下降58%,德国下降59%,荷兰下降81%,挪威下降93%。
Tesla Sales Down 55% UK, 58% Spain, 59% Germany, 81% Netherlands, 93% Norway

原始链接: https://cleantechnica.com/2026/02/15/tesla-sales-down-tremendously-in-uk-norway-netherlands-germany-spain-sweden-denmark-portugal-switzerland/

## 特斯拉在欧洲销量下降:为期两年的趋势 最近对特斯拉在 13 个欧洲市场销售情况的分析显示,销量大幅下降。总体而言,2026 年 1 月的销量比 2024 年 1 月下降了近 **50%**。虽然意大利、爱尔兰、芬兰和奥地利等一些国家/地区的销量同比增长有所*增加*,但大多数国家/地区的销量却大幅下降。 值得注意的是,**英国 (-55%)**、**德国 (-59% 相较于 2024 年,-69% 相较于 2023 年)** 和 **挪威 (-93% 相较于 2024 年)** 的降幅。**荷兰 (-81%)** 和 **瑞士 (-79%)** 也显示出显著的下降。 这一趋势与特斯拉本十年 50% 的年度增长目标形成鲜明对比。虽然与早期年份(2023 年)相比,某些市场有所改善,但为期两年的比较描绘了一幅令人担忧的欧洲业绩下滑图景,与中国和美国相似的趋势相呼应。该分析强调了特斯拉可能存在的问题,因为销量下滑似乎并未逆转,并且其背后的原因仍不清楚。

## 特斯拉销量下降及未来担忧 特斯拉在主要欧洲市场经历了显著的销量下降:英国下降55%,西班牙下降58%,德国下降59%,荷兰下降81%,挪威更是大幅下降93%。这一下降与竞争加剧同时发生,尤其是来自比亚迪的竞争,比亚迪在1月份的澳大利亚销量显著增长。 讨论的中心是特斯拉战略重点的转变。该公司宣布计划停止Model S/X的生产,以专注于Optimus机器人,这一举动被一些人视为承认在豪华汽车市场的失败。人们对特斯拉的产品策略、车型缺乏多样性以及潜在的质量/可靠性问题表示担忧。 许多评论员认为,埃隆·马斯克有争议的政治立场正在损害品牌,而另一些人则认为他是在对不可避免的市场变化做出反应。人们对特斯拉的估值表示怀疑,将其与像比特币这样的炒作型股票进行比较。尽管销量下滑,特斯拉的股价仍然很高,引发了关于投资者预期和潜在非理性行为的争论。最终,许多人认为特斯拉正在失去成为一家成功的汽车公司的重点,可能为比亚迪等竞争对手以及大众和Stellantis等传统汽车制造商赢得市场份额铺平道路。
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原文

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I recently looked into Tesla’s January sales in 12 European markets, and the results were not pretty. Overall, across those 12 markets, Tesla’s sales were down 23%. However, one reader pointed out that it could be much more interesting going back two, three, or even four years. So, that’s what I’ve done today. However, for the most part, I’m focusing on looking back two years. Going further back, I lacked some data. Comparing to two years ago seemed ideal in multiple regards. Let’s dive in.

Tesla Sales Trends in 13 Countries

UK

  • January 2024 — 1,591
  • January 2025 — 1,450
  • January 2026 — 714
  • 55% drop from 2024 to 2026

Compared to January 2024, Tesla’s sales in the UK this January were 55% lower. That’s a massive drop in sales — especially if one recalls that Tesla was supposed to be achieving 50% growth a year, on average, this decade. But what about other markets? Perhaps the UK is presenting unique challenges to Tesla.

Germany

  • January 2022 — 419
  • January 2023 — 4,241
  • January 2024 — 3,152
  • January 2025 — 1,277
  • January 2026 — 1,301
  • 59% drop from 2024 to 2026, 69% drop from 2023 to 2026

Well, looking at Germany, an even bigger and more important market, the trend is even worse. Tesla’s January sales were down 59% this year compared to 2024, and down 69% compared to 2023. Surely, this is as bad as things will get for the company, though. And remember that Elon Musk got very involved in politics in the UK and Germany, pushing an extreme right-wing agenda in those countries. Perhaps that made the story in the UK and Germany especially bad.

Netherlands

  • January 2023 — 592
  • January 2024 — 1,619
  • January 2025 — 927
  • January 2026 — 303
  • 81% drop from 2024 to 2026

Or the issue is broader…. As we can see here, in the Netherlands, Tesla’s sales were down 81% in January compared to January 2024! Yikes. (Compared to January 2023, at least, they were down “only” 49%.)

Norway

  • January 2022 — 47
  • January 2023 — 21
  • January 2024 — 1,108
  • January 2025 — 687
  • January 2026 — 83
  • 93% drop from 2024 to 2026

In Norway, Tesla’s sales drop climbed even higher! Down 93% compared to 2024, at last, we will not find another country where sales dropped more. To be fair, though, January 2024 stood out as a truly unusual sales month and January 2026 deliveries were actually up compared to January 2022 and January 2023.

Denmark

  • January 2023 — 499
  • January 2024 — 822
  • January 2025 — 459
  • January 2026 — 458
  • 44% drop from 2024 to 2026

In Denmark, we find a 44% drop compared to January 2024, but only a slight drop (8%) compared to January 2023. Perhaps we’d see something more extreme, though, if Elon Musk decides to chime in on his buddy Trump’s idea to take Greenland for the United States.

Italy

  • January 2023 — 326
  • January 2024 — 390
  • January 2025 — 406
  • January 2026 — 710
  • 82% rise from 2024 to 2026

Wow, at last, we find a country where Tesla’s sales rose in 2026 compared to 2024 — an 82% rise even.

Sweden

  • January 2023 — 226
  • January 2024 — 749
  • January 2025 — 394
  • January 2026 — 512
  • 32% drop from 2024 to 2026, 127% rise from 2023 to 2026

In Sweden, where Tesla has a long-running battle underway with the union IF Metall, Tesla’s sales dropped 32% in January 2026 compared to January 2024. But they actually rose 127% compared to January 2023. Compared to other countries here, Tesla’s sales trend in Sweden isn’t actually that bad.

Portugal

  • January 2023 — 230
  • January 2024 — 549
  • January 2025 — 389
  • January 2026 — 377
  • 31% drop from 2024 to 2026, 64% rise from 2023 to 2026

The story in Portugal is very similar, down 21% compared to 2024 but up 64% compared to 2023.

Spain

  • January 2022 — 11
  • January 2023 — 226
  • January 2024 — 749
  • January 2025 — 394
  • January 2026 — 512
  • 58% drop from 2024 to 2026, 28% rise from 2023 to 2026

… And in Spain, down 58% compared to 2024 and up 28% compared to 2023.

Switzerland

  • January 2022 — 11
  • January 2023 — 226
  • January 2024 — 749
  • January 2025 — 239
  • January 2026 — 68
  • 79% drop from 2024 to 2026

In Switzerland, we’re back to a pretty extreme sales drop — 79% compared to January 2024. Compared to January 2023, the drop was 41%.

Ireland

  • January 2024 — 66
  • January 2025 — 143
  • January 2026 — 143
  • 117% rise from 2024 to 2026

In Ireland, we find a rare sales increase, and a big one at that (in percentage terms at least). The 117% sales increase is the biggest we’re seeing for this time period.

Finland

  • January 2023 — 49
  • January 2024 — 169
  • January 2025 — 58
  • January 2026 — 224
  • 33% rise from 2024 to 2026

Finland provided a rare boost as well, growing Tesla’s sales 33% compared to 2024, and 357% compared to January 2023.

Austria

  • January 2023 — 373
  • January 2024 — 391
  • January 2025 — 227
  • January 2026 — 723
  • 85% rise from 2024 to 2026

This is a country we didn’t have data for when I did the year-over-year comparison, but we now do. It does help Tesla a bit since sales actually increased in this market compared to 2024. They rose 85%, and similarly rose 94% compared to January 2023.

Tesla’s 2-Year Sales Trend Across 13 European Countries

Overall, across these 13 markets, Tesla’s sales were down 49.49% in January 2026 compared to January 2024. We don’t have complete 2023 data for these markets, but things would have looked much better comparing 2026 to 2023. Nonetheless, losing half of one’s sales in two years is a big problem for a company, especially if that trend doesn’t seem to be reversing and there’s no clear reason why it would reverse in coming months and years.

Compared to January 2025, Tesla’s sales in 12 of these markets were down 23% in January 2026. Going back two years to January 2024, they were down 54%. (The -49% figure includes Austria, which wasn’t in the original analysis.) What will the full year bring for Tesla in Europe?

We will have our usual monthly report on the European EV market coming out soon in which we look more broadly across the continent collecting registration data that is harder to come by. Though, that won’t involve looking two or more years backward. It is this longer-term perspective, though, that shows how much Tesla is actually suffering and underperforming its hype and corporate story. Remember that Tesla was supposed to grow 50% a year, on average, this decade. And keep in mind that it’s also seen strongly dropping sales in China and the US, and thus globally.

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