英文Sawyer Merritt发布 2026/11/04 13:27· 入库 2026/11/5 00:00:56· Sawyer Merritt (@SawyerMerritt)
特斯拉10月德国注册量同比激增290%，柏林工厂周产首破7000辆
原标题：Tesla's car registrations in Germany were up 290% YoY in Germany in October. Th…
精华摘要
特斯拉10月在德国的新车注册量同比增长290%，2026年1月至10月累计注册量达47742辆，同比增长206%。与此同时，柏林超级工厂在数周前首次实现单周生产7000辆Model Y。为应对需求增长，特斯拉今年将该工厂周产能从5000辆提升至7500辆的目标，并计划到明年初新增2000多个岗位。
注册量近三倍增长说明特斯拉在欧洲最大市场的需求正在快速修复，此前因车型换代和补贴退坡导致的低迷已明显缓解。柏林工厂周产突破7000辆、产能目标上调至7500辆，意味着欧洲本地供应瓶颈正在打开，有助于缩短交付周期并降低进口依赖。对投资者而言，这一组合信号表明特斯拉欧洲业务正从产能与需求双重承压转向同步扩张，后续需关注德国补贴政策变化及中国车企在欧洲的竞争挤压。
原文摘要
Tesla's car registrations in Germany were up 290% YoY in Germany in October. The total number of Teslas registered between January and October 2026 rose 206% to 47,742 units compared with the same period last year. A couple of weeks ago, @Tesla's Giga Berlin factory built 7,000 Model Ys in one week for the first time. This year, Tesla expanded vehicle production at that factory from 5k vehicles per week to a goal of 7,500 per week due to higher demand, creating 2,000+ new jobs through early next year.