金吾财讯 | 据乘联会数据显示，特斯拉上海超级工厂 5 月交付量突破 8.5 万辆，创下 2026 年月度新高，同比上涨 39.4%、环比提升 8%，该厂出货量占特斯拉全球总交付半数以上，新款 Model Y L 持续批量发往东南亚、澳洲等亚太多国市场。
与此同时，欧洲多国上牌数据显现回暖，法国 5 月特斯拉上牌 5446 辆同比暴涨超 700%，西班牙、丹麦销量同比分别上涨 113%、136%，挪威、瑞典同步录得 29%、71% 的增幅，一改 2025 年份额持续下行的态势。ACEA 统计显示，欧洲 4 月含混动在内的电动车型注册量同比上涨 21%，电动化渗透率突破六成，区域政策与燃油成本抬升持续拉动购车需求。
德国、英国两大欧洲核心市场月度数据尚未披露。2025 年特斯拉受本土车企与中国品牌冲击、产品迭代滞后等因素拖累份额走弱，两大市场后续数据将成为判定本轮复苏持续性的关键参考指标。
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