By Kara Carlson, Bloomberg
Tesla Inc. squandered by far the biggest share of new-car sales in California last year, as the electric-vehicle maker lost ground in one of the worlds largest EV markets.
The company accounted for 9.9% of all vehicles registered in the state last year, down from 11.6% in 2024, according to Experian data published by the California New Car Dealers Association. The market share decline was more than three times that of Stellantis NVs Dodge, dropping Tesla to the No. 3 auto brand in the state in 2025, after trailing only Toyota Motor Corp.s namesake a year earlier.
The downturn echoes Teslas struggles in other markets around the world. The companys aging lineup and slow-selling Cybertruck faces growing competition from fresher EVs offered by mainstream carmakers, while the loss of federal tax credits for EV purchasers in the US has put more pressure on demand that already was faltering. Tesla has also contended with a consumer backlash to Chief Executive Officer Elon Musks political activities.
Tesla registered fewer than 180,000 vehicles in California last year, down from almost 203,000 in 2024. The decline contributed to the states overall EV market retreat, with total zero-emission vehicle registrations falling by about 7,300 cars to a little more than 378,000.
Still, Teslas most-popular models remained among the states top-selling vehicles. The Model Y SUV remained the best-selling EV in the state and was the No. 1 light truck of any type. Teslas Model 3 sedan was the states second-best selling passenger car, trailing the Toyota Camry.
To help bolster EV demand, California Governor Gavin Newsom, a Democrat, is seeking $200 million to resume offering tax rebates for EV purchases in the state.
More stories like this are available on bloomberg.com
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卡拉·卡尔森（Kara Carlson）为彭博社撰稿
特斯拉公司去年在加州新车销量中损失了最大份额，这家电动汽车制造商在全球最大的电动汽车市场之一失去了优势。
根据加州新车经销商协会发布的益博睿数据显示，该公司去年在该州所有注册车辆中占比9.9%，较2024年的11.6%有所下降。其市场份额下滑幅度是斯特兰蒂斯集团旗下道奇品牌的三倍多，导致特斯拉在2025年跌至该州汽车品牌第三位——而一年前其排名仅次于丰田汽车公司同名品牌。
特斯拉的颓势与其在全球其他市场的困境如出一辙。该公司产品线老化，电动皮卡Cybertruck销量低迷，面临主流车企推出的新款电动汽车日益激烈的竞争。与此同时，美国联邦政府对电动汽车购买者的税收抵免政策取消，给本已疲软的需求雪上加霜。此外，特斯拉还因首席执行官埃隆·马斯克的政治活动而遭遇消费者抵制。
特斯拉去年在加利福尼亚州的注册车辆数不足18万辆，较2024年的近20.3万辆有所下降。这一下滑加剧了该州电动汽车市场的整体萎缩，零排放汽车总注册量减少约7300辆，降至略高于37.8万辆。
尽管如此，特斯拉最受欢迎的车型仍位列该州最畅销汽车之列。Model Y SUV仍是该州最畅销的电动汽车，也是所有轻型卡车中的销量冠军。特斯拉Model 3轿车位居该州乘用车销量亚军，仅次于丰田凯美瑞。
为提振电动汽车需求，美国加利福尼亚州民主党籍州长加文·纽瑟姆正寻求拨款2亿美元，以恢复该州针对电动汽车购车者的税收减免政策。
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