<p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/06/2026060808333466.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/06/2026060808333466.jpg"/></p><p>资料图显示一辆特斯拉 Model 3。图片来源：CnEVPost</p><blockquote>
<ul>
<li>特斯拉 5 月在华零售销量达 47,281 辆，同比增长 22.53%。</li>
<li>上海工厂 5 月出口量同比激增 67.73%，继续在满足全球市场需求方面发挥关键作用。</li>
</ul>
</blockquote><p>特斯拉（NASDAQ: TSLA）5 月在中国国内的零售表现显著复苏，结束了连续两个月的同比销售下滑，同时其上海工厂的出口数据也表现强劲。</p><p>根据中国乘用车协会（CPCA）周一发布的数据，这家美国电动汽车（EV）制造商 5 月在中国国内的零售销量达到 47,281 辆，同比增长 22.53%。</p><p>与国内 4 月相对疲软的表现相比，特斯拉 5 月零售销量环比激增 82.16%。</p><p>加入我们的 Telegram 或 Google News</p><p>特斯拉在华月度零售销量</p><p>2024  2025  2026</p><p>1 月至 5 月期间，特斯拉在中国国内的累计零售销量为 186,035 辆。尽管 5 月表现强劲，但年初至今的这一数字仍比去年同期下降 7.87%。</p><p>特斯拉的销售复苏与中国新能源汽车（NEV）市场更广泛的扩张趋势一致。5 月，中国新能源汽车零售销量达到 95 万辆，同比增长 18.6%。</p><p>在纯电动汽车（BEV）市场，中国 5 月零售销量为 63.7 万辆。这代表同比增长 22.0%，环比增长 19.2%。</p><p>受国内交付量反弹的推动，特斯拉 5 月在中国新能源汽车市场的零售份额攀升至 4.98%。这一比例高于去年同期的 3.78%，并显著高于 4 月的 3.06%。</p><p>特斯拉在中国新能源汽车市场的份额</p><p>2024  2025  2026</p><p>在中国纯电动汽车市场，特斯拉 5 月的市场份额达到 7.42%。这一表现也超过了一年前的 6.36%，并从 4 月 4.48% 的低点强劲反弹。</p><p>特斯拉在中国纯电动汽车市场的份额</p><p>2024  2025  2026</p><p>特斯拉上海工厂月度出口量</p><p>2024  2025  2026</p><p>在满足国内需求的同时，特斯拉上海工厂的海外出货量仍保持在高位。</p><p>特斯拉上海工厂 5 月出口车辆 38,701 辆，实现同比增长 67.73%。</p><p>然而，由于公司在 5 月将更多产能倾斜至国内市场，该数字较 4 月下降了 27.69%。</p><p>今年前五个月，上海工厂总出口量达到 192,823 辆，同比增长 112.01%，凸显了该设施作为全球出口枢纽的地位。</p><p>结合国内零售和海外出口，特斯拉中国 5 月批发销量达到 85,982 辆。这代表同比增长 39.44%，较 4 月环比反弹 8.18%。</p><p>Model Y 5 月批发销量达到 54,765 辆。这反映同比增长 38.55%，环比增长 5.03%。</p><p>中国制造特斯拉 Model Y 月度销量（含出口）</p><p>2024  2025  2026</p><p>Model 3 轿车 5 月批发销量为 31,217 辆，实现同比增长 41.03%，较上月增长 14.20%。</p><p>中国制造特斯拉 Model 3 月度销量（含出口）</p><p>2024  2025  2026</p><p>目前，这两款车 5 月在国内的具体零售细分数据尚未公布。</p><p>特斯拉 5 月的强劲表现部分得益于公司推出的新车辆融资政策，旨在提振当地市场需求。</p><p>公司在 5 月推出了一项名为 “轻松贷” 的新服务，旨在通过降低购车门槛来吸引注重预算的中国消费者。</p><p>除了灵活的定价和贷款策略外，特斯拉还准备在中国市场大规模推广一项重大技术，这可能进一步刺激未来的销售。</p><p>该公司最近在其中国官网上将 FSD（全自动驾驶）软件的名称更改为 “特斯拉辅助驾驶”。该软件套件的价格仍为 64,000 元人民币。</p><p>此次名称调整紧随公司此前宣布 FSD Supervised 已在包括中国在内的市场可用之后。这引发了市场对其全自动驾驶技术即将在中国部署的广泛预期。</p><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/06/2026060103343786-768x432.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/06/2026060103343786-768x432.jpg"/></p><p>总结：2026 年 5 月中国主要车企交付量</p><p>根据目前已发布的数据，大多数车企 5 月销量出现反弹，逐渐走出年初开始的淡季。</p><p>（1 美元 = 6.7841 元人民币）</p>

1.25 倍做多特斯拉 ETF - GraniteShares

特斯拉

TSLI

<p>特斯拉 5 月在华零售交付量达 47,281 辆，同比增长 22.53%，环比增长 82.16%，结束了为期两个月的销售低迷。这一复苏使特斯拉在新能源汽车市场的份额提升至 4.98%。上海工厂出口量同比激增 67.73% 至 38,701 辆。此次反弹得益于 “轻松贷” 等新融资政策以及市场对全自动驾驶软件部署的预期</p>

<p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/06/2026060808333466.jpg" alt="" original-src="https://cnevpost.com/wp-content/uploads/2026/06/2026060808333466.jpg"/></p>
<p>File photo shows a Tesla Model 3. Credit: CnEVPost</p>
<div class="lb-trans"><p>资料图显示一辆特斯拉 Model 3。图片来源：CnEVPost</p></div><blockquote>
<ul>
<li>Tesla's retail sales in China reached 47,281 units in May, a 22.53% increase year-on-year.</li>
<li>Exports from the Shanghai factory surged 67.73% year-on-year in May, continuing to play a key role in meeting global market demand.</li>
</ul>
</blockquote>
<div class="lb-trans"><blockquote>
<ul>
<li>特斯拉 5 月在华零售销量达 47,281 辆，同比增长 22.53%。</li>
<li>上海工厂 5 月出口量同比激增 67.73%，继续在满足全球市场需求方面发挥关键作用。</li>
</ul>
</blockquote></div><p>Tesla (NASDAQ: TSLA) saw a significant recovery in its domestic retail performance in China in May, ending a two-month streak of year-on-year sales declines, accompanied by strong export figures from its Shanghai factory.</p>
<div class="lb-trans"><p>特斯拉（NASDAQ: TSLA）5 月在中国国内的零售表现显著复苏，结束了连续两个月的同比销售下滑，同时其上海工厂的出口数据也表现强劲。</p></div><p>The US electric vehicle (EV) maker's domestic retail sales in China reached 47,281 units in May, up 22.53% from a year earlier, according to data released Monday by the China Passenger Car Association (CPCA).</p>
<div class="lb-trans"><p>根据中国乘用车协会（CPCA）周一发布的数据，这家美国电动汽车（EV）制造商 5 月在中国国内的零售销量达到 47,281 辆，同比增长 22.53%。</p></div><p>Compared to a relatively weak domestic performance in April, Tesla's retail sales in May surged 82.16% month-on-month.</p>
<div class="lb-trans"><p>与国内 4 月相对疲软的表现相比，特斯拉 5 月零售销量环比激增 82.16%。</p></div><p>Join us on  Telegram  or  Google News</p>
<div class="lb-trans"><p>加入我们的 Telegram 或 Google News</p></div><p>Tesla monthly retail sales in China</p>
<div class="lb-trans"><p>特斯拉在华月度零售销量</p></div><p>2024  2025  2026</p>
<div class="lb-trans"><p>2024  2025  2026</p></div><p>During the January-May period, Tesla's cumulative domestic retail sales in China stood at 186,035 units. Despite the strong May showing, this year-to-date figure remains down 7.87% from the same period last year.</p>
<div class="lb-trans"><p>1 月至 5 月期间，特斯拉在中国国内的累计零售销量为 186,035 辆。尽管 5 月表现强劲，但年初至今的这一数字仍比去年同期下降 7.87%。</p></div><p>Tesla's sales recovery aligns with the broader expansion trend in China's new energy vehicle (NEV) market. China's NEV retail sales reached 950,000 units in May, reflecting an 18.6% year-on-year growth.</p>
<div class="lb-trans"><p>特斯拉的销售复苏与中国新能源汽车（NEV）市场更广泛的扩张趋势一致。5 月，中国新能源汽车零售销量达到 95 万辆，同比增长 18.6%。</p></div><p>In the battery electric vehicle (BEV) market, China's retail sales were 637,000 units in May. This represents a 22.0% year-on-year increase and a 19.2% month-on-month rise.</p>
<div class="lb-trans"><p>在纯电动汽车（BEV）市场，中国 5 月零售销量为 63.7 万辆。这代表同比增长 22.0%，环比增长 19.2%。</p></div><p>Boosted by the rebound in domestic deliveries, Tesla's share of China's NEV market by retail sales climbed to 4.98% in May. This is higher than the 3.78% recorded in the same period last year, and significantly above April's 3.06%.</p>
<div class="lb-trans"><p>受国内交付量反弹的推动，特斯拉 5 月在中国新能源汽车市场的零售份额攀升至 4.98%。这一比例高于去年同期的 3.78%，并显著高于 4 月的 3.06%。</p></div><p>Tesla's share in China's NEV market</p>
<div class="lb-trans"><p>特斯拉在中国新能源汽车市场的份额</p></div><p>2024  2025  2026</p>
<div class="lb-trans"><p>2024  2025  2026</p></div><p>In China's BEV market, Tesla's market share reached 7.42% in May. This performance also surpassed the 6.36% from a year ago and marked a strong rebound from the 4.48% trough in April.</p>
<div class="lb-trans"><p>在中国纯电动汽车市场，特斯拉 5 月的市场份额达到 7.42%。这一表现也超过了一年前的 6.36%，并从 4 月 4.48% 的低点强劲反弹。</p></div><p>Tesla's share in China's BEV market</p>
<div class="lb-trans"><p>特斯拉在中国纯电动汽车市场的份额</p></div><p>2024  2025  2026</p>
<div class="lb-trans"><p>2024  2025  2026</p></div><p>Tesla Shanghai plant monthly exports</p>
<div class="lb-trans"><p>特斯拉上海工厂月度出口量</p></div><p>2024  2025  2026</p>
<div class="lb-trans"><p>2024  2025  2026</p></div><p>While meeting domestic demand, overseas shipments from Tesla's Shanghai factory remained at a high level.</p>
<div class="lb-trans"><p>在满足国内需求的同时，特斯拉上海工厂的海外出货量仍保持在高位。</p></div><p>Tesla's Shanghai factory exported 38,701 vehicles in May, achieving a 67.73% year-on-year growth.</p>
<div class="lb-trans"><p>特斯拉上海工厂 5 月出口车辆 38,701 辆，实现同比增长 67.73%。</p></div><p>However, as the company tilted more production capacity toward the domestic market in May, the figure fell 27.69% compared to April.</p>
<div class="lb-trans"><p>然而，由于公司在 5 月将更多产能倾斜至国内市场，该数字较 4 月下降了 27.69%。</p></div><p>In the first five months of the year, total exports from the Shanghai factory reached 192,823 units, up 112.01% year-on-year, underscoring the facility's status as a global export hub.</p>
<div class="lb-trans"><p>今年前五个月，上海工厂总出口量达到 192,823 辆，同比增长 112.01%，凸显了该设施作为全球出口枢纽的地位。</p></div><p>Combining domestic retail and overseas exports, Tesla China's wholesale volume reached 85,982 vehicles in May. This represents a 39.44% increase from a year earlier and an 8.18% month-on-month rebound from April.</p>
<div class="lb-trans"><p>结合国内零售和海外出口，特斯拉中国 5 月批发销量达到 85,982 辆。这代表同比增长 39.44%，较 4 月环比反弹 8.18%。</p></div><p>Wholesale volume for the Model Y reached 54,765 units in May. This reflects a 38.55% year-on-year growth and a 5.03% month-on-month increase.</p>
<div class="lb-trans"><p>Model Y 5 月批发销量达到 54,765 辆。这反映同比增长 38.55%，环比增长 5.03%。</p></div><p>China-made Tesla Model Y monthly sales (exports included)</p>
<div class="lb-trans"><p>中国制造特斯拉 Model Y 月度销量（含出口）</p></div><p>2024  2025  2026</p>
<div class="lb-trans"><p>2024  2025  2026</p></div><p>The Model 3 sedan saw a wholesale volume of 31,217 units in May, achieving a 41.03% year-on-year growth and a 14.20% increase from the previous month.</p>
<div class="lb-trans"><p>Model 3 轿车 5 月批发销量为 31,217 辆，实现同比增长 41.03%，较上月增长 14.20%。</p></div><p>China-made Tesla Model 3 monthly sales (exports included)</p>
<div class="lb-trans"><p>中国制造特斯拉 Model 3 月度销量（含出口）</p></div><p>2024  2025  2026</p>
<div class="lb-trans"><p>2024  2025  2026</p></div><p>Currently, specific domestic retail breakdown data for these two models in May is not yet available.</p>
<div class="lb-trans"><p>目前，这两款车 5 月在国内的具体零售细分数据尚未公布。</p></div><p>Tesla's strong performance in May was partly driven by the company's new vehicle financing policies introduced to boost local market demand.</p>
<div class="lb-trans"><p>特斯拉 5 月的强劲表现部分得益于公司推出的新车辆融资政策，旨在提振当地市场需求。</p></div><p>The company launched a new service called &#34;Easy Loan&#34; in May, aiming to attract budget-conscious Chinese consumers by lowering the threshold for purchasing a car.</p>
<div class="lb-trans"><p>公司在 5 月推出了一项名为 “轻松贷” 的新服务，旨在通过降低购车门槛来吸引注重预算的中国消费者。</p></div><p>In addition to flexible pricing and loan strategies, Tesla is preparing for a major technology roll-out in the Chinese market, which could further stimulate future sales.</p>
<div class="lb-trans"><p>除了灵活的定价和贷款策略外，特斯拉还准备在中国市场大规模推广一项重大技术，这可能进一步刺激未来的销售。</p></div><p>The company recently changed the name of its FSD (Full Self-Driving) software to &#34;Tesla Assisted Driving&#34; on its official Chinese website. The price of the software suite remains at 64,000 yuan.</p>
<div class="lb-trans"><p>该公司最近在其中国官网上将 FSD（全自动驾驶）软件的名称更改为 “特斯拉辅助驾驶”。该软件套件的价格仍为 64,000 元人民币。</p></div><p>The naming adjustment follows the company's earlier announcement that the FSD supervised is now available in markets including China. This has sparked widespread market expectations that its full self-driving technology will soon be deployed in the country.</p>
<div class="lb-trans"><p>此次名称调整紧随公司此前宣布 FSD Supervised 已在包括中国在内的市场可用之后。这引发了市场对其全自动驾驶技术即将在中国部署的广泛预期。</p></div><p><img src="https://imageproxy.pbkrs.com/https://cnevpost.com/wp-content/uploads/2026/06/2026060103343786-768x432.jpg" alt="" original-src="https://cnevpost.com/wp-content/uploads/2026/06/2026060103343786-768x432.jpg"/></p>
<p>Wrap-up: May 2026 deliveries for major Chinese automakers</p>
<div class="lb-trans"><p>总结：2026 年 5 月中国主要车企交付量</p></div><p>Based on the data released so far, most automakers saw a rebound in sales in May, gradually emerging from the off-season that began at the start of the year.</p>
<div class="lb-trans"><p>根据目前已发布的数据，大多数车企 5 月销量出现反弹，逐渐走出年初开始的淡季。</p></div><p>($1 = 6.7841 yuan)</p>
<div class="lb-trans"><p>（1 美元 = 6.7841 元人民币）</p></div>

Tesla ends two-month retail slump in China with strong May performance

- 特斯拉五月在中国零售销售达 47,281 辆，同比增长 22.53%。  
- 上海工厂出口同比增长 67.73%，维持全球市场需求。  
- 特斯拉市场份额在中国新能源车达到 4.98%，电池电动车市场为 7.42%。

特斯拉5月表现强劲，结束在中国为期两个月的零售低迷