特斯拉美国快充份额首次跌破半数：降至 49.3%，仍是新增充电桩最多的运营商
Tesla Loses Majority Share of U.S. Fast-Charging Market as Rivals Accelerate Expansion
Paren 数据显示，截至 9 月底，特斯拉在美国直流快充端口中的份额降至 49.3%，低于一年前的 54.3%，首次失去多数份额。特斯拉并未放慢建设：过去一年新增约 5,700 个端口，仅第三季度就新增 1,287 个超充桩，但竞争网络同期新增数量是其两倍多。第三季度全美公共充电次数同比增长 26% 至 5,040 万次。
超充网络是特斯拉的核心护城河，其美国快充份额首次跌破半数是充电行业的标志性变化，对判断超充开放与行业竞争格局有实质信息量。原文已读完，份额、新增桩数与充电次数均逐项核对原文。
Tesla is still building more fast chargers than any other company in the United States, but for the first time in the latest industry figures, it no longer controls the majority of the market.
New data from Paren shows Tesla’s share of US DC fast-charging ports dropped to 49.3% at the end of September, down from 54.3% a year earlier.
What’s interesting is that Tesla hasn’t stopped expanding. In fact, it added roughly 5,700 ports over the past year. The difference is that competing networks installed more than twice that number during the same period.
Tesla remains the clear leader in new installations, adding 1,287 Supercharger stalls in the third quarter alone. That number increases to 1,411 when including its Supercharger for Business program.
However, companies like Ionna, Walmart, and Electrify America are expanding their networks, giving EV drivers more alternatives to Tesla’s Superchargers.
And those alternatives are getting better. More than a third of new non-Tesla charging ports installed during Q3 were rated for 400kW or higher, compared to just 10% a year ago. Tesla is also pushing ahead with its next-generation V4 cabinets, which can deliver up to 500kW.
Another notable change is the size of charging locations. Tesla’s newest Superchargers averaged 13.1 stalls, with 11 new sites featuring at least 24 stalls.
The expansion comes as U.S. EV drivers are using public chargers more frequently than ever. Charging sessions jumped 26% year-over-year to 50.4 million during Q3, yet overall charger utilization remained nearly unchanged.
For Tesla, losing its majority market share isn’t necessarily a sign of the company losing its edge. Rather, it shows how quickly the broader charging industry is expanding around a network that has dominated the market for years.
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来源：MyTesla 编辑台 · driveteslacanada.ca