July 8, 2026 · Wednesday2026 年 7 月 8 日 · No. 4 NEWSACCESSABOUT

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Industry Moves行业动向

Tesla's China deliveries fall below 30% of global total for first time since late 2020Tesla中国交付份额创新低，Q2首次跌破30%至26.28%

S 1.6 T2 1 sources1 个来源 R4-quantified-first
  1. Tesla delivered 126,157 vehicles in China during Q2 2026, representing just 26.28% of its global deliveries—the first time China's share has fallen below 30% since late 2020.
  2. Chinese deliveries declined 2.05% year-on-year, while the Shanghai plant exported 128,394 vehicles, exceeding domestic China sales for the first time in a single quarter.
  3. The decline reflects weakness in the world's largest electric vehicle market, with Tesla's Chinese sales contribution to global deliveries declining significantly.
  1. Tesla在2026年第二季度在中国交付了126,157辆，仅占全球交付的26.28%，这是自2020年末以来中国份额首次跌破30%。
  2. 中国交付量同比下降2.05%，上海工厂出口128,394辆，历史上首次在单季度内超过国内交付量。
  3. 这一下滑反映出全球最大电动车市场的整体疲软，Tesla中国销售对全球交付的贡献大幅下降。

SOURCES溯 源

T2 Tesla's China deliveries fall below 30% of global total for first time since late 2020 2026-07-02
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