当地时间1月2日，特斯拉公布其2025年第四季度及全年汽车交付数据。数据显示，特斯拉2025年交付量为163.6万辆。同期，比亚迪的纯电动汽车销量已达 到225.67万辆。比亚迪在年度销量上首次超越特斯拉，意味着特斯拉失去长期占据的"全球纯电动车销量冠军"宝座。 据《每日经济新闻》记者观察，特斯拉2025年四季度和全年的销量均出现大幅下滑。2025年第四季度，特斯拉交付量较2024年同期减少约16%，产量较2024 年同期下降5.5%。就2025年全年来看，特斯拉的交付量由2024年的178.9万辆下降8.6%至163.6万辆。 | 2025 Q4 | Production 生产 | Deliveries 交付 | Subjec operating accoun 经营性租1 | | --- | --- | --- | --- | | Model 3/Y | 422,652 | 406,585 | 3% | | 其他车型 | 11,706 | 11,642 | 5% | | Total 总计 | 434,358 | 418,227 | 3% | | | Production | Deliveries | | - ...

Core Viewpoint - BYD reported a total sales volume of 420,398 vehicles in December 2025, with an annual cumulative sales of 4,602,436 vehicles, reflecting a year-on-year growth of 7.73% [1] Group 1: Sales Performance - In December 2025, BYD's sales reached 420,398 vehicles [1] - The cumulative sales for the year 2025 amounted to 4,602,436 vehicles, indicating a year-on-year increase of 7.73% [1] Group 2: Export and Production - In December 2025, BYD exported a total of 133,172 new energy vehicles [1] - The total installed capacity of new energy vehicle power batteries and energy storage batteries in December 2025 was approximately 27.352 GWh [1] - The cumulative installed capacity for the year 2025 reached approximately 285.634 GWh [1]

Core Viewpoint - BYD announced its production and sales figures for December 2025, indicating a year-on-year decline in production but an overall increase in cumulative production and sales for the year [1] Production Summary - In December 2025, the production of new energy vehicles (NEVs) was 419,804 units, down from 466,441 units in the same month last year [1] - The cumulative production for the year reached 4,537,356 units, compared to 4,304,073 units in the previous year, reflecting a year-on-year growth of 5.42% [1] Sales Summary - December 2025 saw NEV sales of 420,398 units, a decrease from 514,809 units in December 2024 [1] - The cumulative sales for the year totaled 4,602,436 units, up from 4,272,145 units in the previous year, marking a year-on-year increase of 7.73% [1] Export and Battery Installation Summary - In December 2025, the total exports of NEVs amounted to 133,172 units [1] - The total installed capacity of power batteries and energy storage batteries in December 2025 was approximately 27.352 GWh, with a cumulative total of about 285.634 GWh for the year [1]

Core Viewpoint - BYD announced a decrease in December 2025 electric vehicle sales compared to the previous year, while overall annual sales showed a growth trend [1] Sales Performance - In December 2025, BYD sold 420,398 electric vehicles, down from 514,809 units in the same month last year [1] - Cumulatively, the company sold 4,602,436 electric vehicles in 2025, representing a year-on-year growth of 7.73% [1] Export and Battery Installation - In December 2025, BYD exported a total of 133,172 electric vehicles [1] - The total installed capacity of electric vehicle power batteries and energy storage batteries in December 2025 was approximately 27.352 GWh, with a cumulative total of about 285.634 GWh for the year [1]

行业热点 雷军：未来五年研发至少投入 2000 亿元，加大大模型投入 整理 | 傅宇琪、褚杏娟 雷军：未来五年研发至少投入 2000 亿元，加大大模型投入；微信回应安装包 10 多年膨胀数百倍；Anthropic 豪掷 210 亿美元购 谷歌 100 万块 TPU；比亚迪首次超越特斯拉，成全球最大电动汽车销售商；技术元老离场！腾讯 AI Lab 副主任俞栋离职；传快 手副总裁、基础大模型及推荐大模型负责人周国睿即将离职；新论文暗示 DeepSeek V4 已完成训练；Manus 武汉团队基本搬 离，核心业务人员迁往新加坡；"全球大模型第一股"来了！智谱发行市值达 511 亿港元；50 亿美元联姻！NVIDIA 正式收购 Intel 股份…… 1 月 3 日晚，小米集团董事长雷军在新年首场直播中透露，小米汽车 2026 年全年交付目标为 55 万辆，2025 年交付量超 41 万辆，超过原先计划的 30 万辆。而在今日早间发布的微博中，雷军称，"希望今年也能超额完成（目标）。" 雷军介绍小米规划聚焦三点：一是未来五年至少投入 2000 亿元坚持技术研发；二是加大对大模型的投入；三是坚持为人车家 全生态体验打造极 ...

Core Viewpoint - BYD announced its 2025 sales report, indicating a total of 4.602 million new energy vehicles sold in 2025, representing a year-on-year growth of 7.73% compared to 4.27 million units sold in the previous year [1] Sales Performance - The total sales of passenger vehicles reached 4.545 million units, showing a year-on-year increase of 6.94% [1] - Commercial vehicle sales amounted to 57,013 units, reflecting a significant year-on-year growth of 161.83% [1] Vehicle Types - Cumulative sales of pure electric vehicles reached 2.2567 million units, marking a year-on-year growth of 27.86% [1] - Cumulative sales of plug-in hybrid vehicles totaled 2.29 million units, which represents a year-on-year decline of 7.91% [1] Battery Installation - The total installed capacity of new energy vehicle power batteries and energy storage batteries in December 2025 was approximately 27.352 GWh [1] - The cumulative installed capacity for the year 2025 reached about 285.634 GWh [1]

人民财讯1月4日电，比亚迪（002594）1月4日公告，公司2025年12月出口新能源汽车合计133172辆；公 司2025年12月新能源汽车动力电池及储能电池装机总量约为27.352GWh，2025年累计装机总量约为 285.634GWh。 ...

证券代码：002594 证券简称：比亚迪 公告编号：2026-001 2025年12月产销快报 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 比亚迪股份有限公司(以下简称"本公司")2025年12月产销快报数据如下： 注：本公司 2025 年 12 月出口新能源汽车合计 133,172 辆； 本公司 2025 年 12 月新能源汽车动力电池及储能电池装机总量约为 27.352 GWh，2025 年累计装机总量约为 285.634 GWh。 务请注意，上述产、销量数字未经审核，亦未经本公司审计师确认，或会予以调整并有待最终确认。本公司刊发财务业绩后，股东及 潜在投资者务必详阅。 单位：辆 产量 销量 项目类别 本月 去年同期 本年累计 去年累计 累计同比 本月 去年同期 本年累计 去年累计 累计同比 新能源汽车 419,804 466,441 4,537,356 4,304,073 5.42% 420,398 514,809 4,602,436 4,272,145 7.73% -乘用车 414,553 460,719 4,479,392 4,281,084 4. ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年12月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 比亚迪股份有限公司 呈交日期: 2026年1月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01211 | | 說明 | | | | | | | | 多櫃檯證券代號 | 81211 | RMB | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | | 3,683,400,000 | RMB | | 1 RMB | | 3,683,400,000 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | | 3,683,400,000 | RMB ...

比亚迪公告称，2025年12月新能源汽车产量419,804辆，去年同期466,441辆；本年累计产量4,537,356 辆，去年累计4,304,073辆，累计同比5.42%。销量420,398辆，去年同期514,809辆；本年累计销量 4,602,436辆，去年累计4,272,145辆，累计同比7.73%。12月出口新能源汽车133,172辆，12月动力电池及 储能电池装机约27.352GWh，2025年累计装机约285.634GWh。 ...