Tesla's global deliveries hit a low point in the first quarter of 2025

Tesla released its delivery data for the first quarter of 2025 on April 2, with global deliveries of 336,000 vehicles, down 13% year-on-year, the lowest level since the second quarter of 2022. This result is not only lower than the average Wall Street expectation of 370,000 vehicles, but also falls short of the most pessimistic expectations of investment institutions (353,000 vehicles). In addition, Tesla's performance in the European market has also collapsed, with its market share plummeting from 17.9% to 9.3%, and sales in some regions plummeting by more than 50%.