Tesla sales surged to a record in the third quarter as American buyers rushed to buy its cars before a $7,500 federal tax credit expired on September 30.
The company sold a record 497,099 vehicles worldwide from July through September, a tally just ahead of the company record set in the final three months of 2024. Thats also up 29% from the 384,122 sold in the second quarter, and up 7% from the third quarter of 2024. It was also the first quarter this year that Tesla posted a year-over-year sales gain.
But the gains might not last. The EV buyer tax credit, passed by the Biden administration in 2022, was eliminated as part of President Donald Trumps broad spending and tax bill. Experts say the sales that took place ahead of its expiration will likely depress sales in the months ahead. And even with the third quarter spike, Teslas year-to-date sales are down 6% compared to the same time period in 2024.
Still the report helped to briefly lift Tesla ( TSLA ) shares about 2% in early trading Thursday, inching near its record high reached in December. That boosted the net worth of CEO Elon Musk to $500.8 billion, according to Forbes real time billionaire tracker, the first person to top the half-trillion dollar mark.
Tesla only reports global sales figures and the company does not break out sales by region. But other automakers reported a surge in US EV sales during the third quarter before the end of a tax credit for EV buyers. General Motors US EV sales more than doubled and Ford reported its US EV sales rose 30%. Both are records in the segment.
Despite the quarterly boost, registration data this year shows that Tesla continues to lose market share to the EV offerings of other automakers around the globe.
Part of the decline has been a backlash to Musk, whose political activities have sparked protests and criticisms in both the United States and Europe. But it is also facing greater competition, particularly by Chinese automakers gaining significant share in Europe as well as their own domestic market.
Chinese automaker BYD said EV passenger cars sales rose 31% in the quarter compared to a year ago, even though it does not sell cars in America and therefore didnt benefit from the buying spree due to the US tax credit.
Even without any US sales, BYD is poised to overtake Tesla as the worlds largest EV maker. BYD sales so far this year stand at 1.6 million EV passenger cars worldwide, compared to Teslas sales of 1.2 million cars.
特斯拉第三季度销量飙升至创纪录水平，因美国消费者抢在9月30日7500美元联邦税收抵免政策到期前购车。
该公司在7月至9月期间全球售出497,099辆汽车，创下历史新高，略超2024年最后三个月创下的公司纪录。这一数字较第二季度售出的384,122辆增长了29%，较2024年第三季度增长了7%。这也是特斯拉今年首次实现季度销量同比增长。
但这种增长可能难以持续。拜登政府于2022年通过的电动汽车购车税收抵免政策，已被作为前总统唐纳德·特朗普大规模支出和税收法案的一部分而取消。专家表示，政策到期前的集中购车行为可能导致未来数月销量下滑。尽管第三季度出现激增，特斯拉今年迄今的销量较2024年同期仍下降了6%。
这份报告仍推动特斯拉（TSLA）股价在周四早盘交易中短暂上涨约2%，逼近去年12月创下的历史高点。根据《福布斯》实时亿万富豪排行榜数据，特斯拉首席执行官埃隆·马斯克的净资产因此升至5008亿美元，成为首位突破5000亿美元大关的富豪。
特斯拉仅公布全球销售数据，且未按地区细分销量。但其他汽车制造商报告称，在第三季度电动汽车购车税收抵免政策结束前，美国市场电动汽车销量激增。通用汽车在美国的电动汽车销量增长逾一倍，福特公司报告其美国电动汽车销量上升30%，两者均创下该细分市场的新纪录。
尽管季度销量有所增长，但今年的注册数据显示，特斯拉在全球电动汽车市场的份额正持续被其他汽车制造商的竞品蚕食。
销量下滑的部分原因是对马斯克的反感情绪，他在政治领域的活动引发了美国和欧洲的抗议与批评。但另一方面，该品牌也正面临更激烈的竞争，尤其是中国汽车制造商在欧洲及本土市场份额的显著提升。
中国汽车制造商**比亚迪**表示，尽管未在美国市场销售汽车，因此未能受惠于美国税收抵免政策引发的购车热潮，但其电动汽车季度销量仍较去年同期增长31%。
即便未进入美国市场，比亚迪仍有望超越特斯拉成为全球最大电动汽车制造商。今年以来，比亚迪全球纯电动乘用车销量已达160万辆，而特斯拉同期销量为120万辆。
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