German electric car market polarization: Tesla, Inc. (TSLA.US) sales in Germany plummeted in June, BYD Company Limited sales tripled year-over-year.

The latest data from the German Federal Motor Transport Authority (KBA) shows a stark contrast in the German electric car market in June 2025: despite an overall 8.6% year-on-year increase in new registrations of electric passenger cars, Tesla, Inc. (TSLA.US) suffered a cliff-like decline. The American electric car giant sold only 1860 cars in Germany that month, a sharp 60% year-on-year decrease, and a 58.2% year-on-year drop in cumulative sales of 8890 cars in the first half of the year. The sales slump is not unique to the German market. According to statistics from European industry agencies, Tesla, Inc. has seen a continuous decline in sales in France, Sweden, Denmark, and Italy for six months, reflecting the serious market challenges this industry pioneer is facing. Analysis points out that the competition pressure brought by the accelerated electrification transformation of traditional car companies is particularly prominent, with many European local brands and new Chinese forces launching a new generation of electric models with more advanced features and competitive prices eating into Tesla, Inc.'s market share. At the same time, Tesla, Inc. CEO Elon Musk's recent extremely negative public image in the European market has indirectly affected the brand's attractiveness. While Tesla, Inc. is under pressure, Chinese electric car manufacturer BYD Company Limited is showing strong momentum. KBA data shows that BYD Company Limited sold 1675 cars in Germany in June, achieving a three-fold year-on-year increase; with a total sales of 6323 cars in the first six months of this year, nearly five times the increase year-on-year. This performance not only confirms the breakthrough ability of Chinese car companies in the European market but also highlights the profound evolution of the global electric car market competition landscape. Market observers believe that as European local brands increase investment and Chinese car companies continue to expand, the global electric car market may see a more intense battle for market share.