Tesla sales increase by 25% in Q2 2026

特斯拉 2026 年第二季度销量增长 25%

If the car-buying public had qualms about Tesla, it appears to have gotten over them. This morning, the automaker released its sales and production numbers for the second quarter of the year. And if you’re a fan of activist CEO Elon Musk, it’s good news, as April, May, and June were great months for the company. 如果购车公众曾经对特斯拉存有疑虑，那么现在看来这些疑虑已经烟消云散了。今天上午，这家汽车制造商发布了今年第二季度的销售和生产数据。如果你是特斯拉激进派首席执行官埃隆·马斯克（Elon Musk）的支持者，这无疑是个好消息，因为四月、五月和六月对该公司来说表现非常出色。

In total, Tesla sold 480,126 EVs during Q2, a 25 percent year-over-year increase. As expected, the Model 3 and Y make up the vast majority of sales; despite its size, Tesla still only mass-produces these two models, which accounted for 467,762 deliveries, a 25.2 percent increase compared to Q2 last year. 特斯拉在第二季度总共售出了 480,126 辆电动汽车，同比增长 25%。不出所料，Model 3 和 Model Y 占据了销量的绝大部分；尽管特斯拉规模庞大，但目前仍仅大规模生产这两款车型。这两款车型的交付量为 467,762 辆，较去年第二季度增长了 25.2%。

The remaining 12,364 vehicles—a 19 percent increase compared to the same quarter in 2025—were a mix of the now-discontinued Models S and X and the controversial Cybertruck, which is only sold in North America and the Middle East. 其余的 12,364 辆汽车（较 2025 年同期增长 19%）则由现已停产的 Model S 和 Model X，以及仅在北美和中东地区销售的争议车型 Cybertruck 组成。

Better news for Tesla fans is that the company appears to be getting a handle on its overproduction problem. As we noted when it published its Q1 2026 results in March, Tesla had a growing inventory problem, repeatedly building more cars each month than it could sell. But total production for Q2 was 451,758 cars; this is a 10 percent increase year over year but also nearly 30,000 fewer cars than it sold this quarter. 对于特斯拉的粉丝来说，更好的消息是该公司似乎正在解决其产能过剩的问题。正如我们在三月份发布 2026 年第一季度财报时所指出的，特斯拉当时面临着日益严重的库存问题，每个月的产量都超过了销量。但第二季度的总产量为 451,758 辆；这虽然同比增长了 10%，但比本季度的销量少了近 30,000 辆。

Of those, 442,936 were Models 3 and Y, an 11.6 percent increase year over year. But we can see the effect of the Model S and X cancellations; “other” accounted for just 8,822 vehicles, a 35 percent decrease compared to Q2 2025. 其中，Model 3 和 Model Y 的产量为 442,936 辆，同比增长 11.6%。但我们也能看到 Model S 和 Model X 停产带来的影响；“其他”车型仅占 8,822 辆，较 2025 年第二季度下降了 35%。

Tesla’s energy storage sales aren’t looking too shabby, either. In Q2 2026, it deployed 13.5 GWh, a 40 percent increase compared to Q2 2025. Although Tesla does not break out sales by geographic region, registration data shows that much of the sales surge came from Europe. 特斯拉的储能业务销售表现也不错。2026 年第二季度，其储能部署量达到 13.5 GWh，较 2025 年第二季度增长了 40%。尽管特斯拉没有按地理区域细分销售数据，但注册数据显示，大部分销量激增来自欧洲市场。