《商业内幕》评价说，这家总部位于深圳的车企完成了一次堪称"火箭式"的崛起，让马斯克的公司只能 为守住电动车领域的领先地位而苦苦应战。报道还翻出马斯克2011年与美国彭博社的采访称，当时马斯 克曾轻视比亚迪，现在却不得不更加认真对待这个竞争对手。 在2011年的采访中，马斯克被问及比亚迪是否可能成为特斯拉的竞争对手，他得意地笑着反问说："你 见过他们的车吗？" 2011年马斯克接 受彭博社采访片段 视频截图 【文/观察者网 王一】还记得当年马斯克怎么嘲笑比亚迪吗？随着比亚迪超过特斯拉成为全球最大的电 动汽车销售商，美媒也开始翻旧账来嘲讽马斯克。 美国《商业内幕》当地时间1月2日在报道中称，这位特斯拉创始人曾在公开场合对比亚迪的崛起嗤之以 鼻，认为这家中国汽车制造商不可能成为特斯拉的竞争对手。但如今，他再也笑不出来了。 特斯拉2日公布的数据显示，公司2025年全球交付汽车163.6万辆，同比下降约8.6%，连续第二年交付量 下滑。而在此之前的1日，比亚迪数据显示，2025年交付了460万辆汽车，较2024年增长7.7%。其中， 电动汽车销量增长28%，达225万辆。 美国消费者新闻与商业频道（CNBC）2日指出， ...

Group 1 - The core viewpoint of the article highlights the mixed performance of major U.S. stock indices on the first trading day of 2026, with a notable surge in Chinese tech stocks and a significant increase in the Nasdaq Golden Dragon Index, which rose by 4.38%, marking its largest single-day gain since May 12 of the previous year [2][3][7] - Major technology stocks showed a mixed performance, with ASML and Micron Technology both achieving historical highs, rising over 9% and 10% respectively, while other tech giants like Tesla and Microsoft experienced declines of over 2% [3][5] - The semiconductor sector saw a strong rally, with the Philadelphia Semiconductor Index increasing by over 4.5%, driven by significant gains in companies like ASML and Micron Technology, which are benefiting from the growing demand for AI infrastructure [10][15] Group 2 - Tesla's Q4 delivery data fell short of expectations, resulting in a loss of its title as the world's top electric vehicle seller to BYD, which reported a 27.86% increase in annual electric vehicle sales [22][25][26] - Foreign investment institutions maintain a positive outlook on Chinese assets, with predictions of a 38% increase in the Chinese stock market by the end of 2027, emphasizing structured investment opportunities in technology innovation, green energy, and high-end manufacturing [28]

新华社旧金山1月2日电（记者吴晓凌）美国电动汽车制造商特斯拉公司2日公布的数据显示，该公司 2025年全球交付汽车163.6万辆，同比下降约8.6%。这意味着特斯拉纯电动汽车年销量首次被中国汽车 制造商比亚迪超越。 行业分析人士预计，2026年美国电动汽车整体销量将继续低迷。 【纠错】 【责任编辑:谷玥】 2025年，特斯拉共生产165.5万辆纯电动汽车，交付163.6万辆，分别低于2024年的177.3万辆和178.9万 辆。2025年9月，美国政府取消了此前鼓励消费者购买电动汽车的税收优惠政策，直接冲击特斯拉销 量。2025年第四季度，特斯拉生产约43.4万辆汽车，交付约41.8万辆，低于2024年同期的45.9万辆和49.6 万辆，交付量同比下降约16%。 比亚迪1日表示，2025年其全球电动汽车销量达到226万辆，同比增长28%。其中，越来越多的销量来自 中国以外的亚洲、欧洲和拉丁美洲市场。 美国媒体报道，特斯拉目前仍是美国最大电动汽车制造商，占据美国电动汽车市场约一半的份额，其销 量下滑表明，美国电动汽车市场整体正在放缓。美国考克斯汽车咨询公司数据显示，2025年11月，美国 所有品牌的电动车销量同 ...

Core Insights - In 2025, BYD surpassed Tesla in global electric vehicle sales, marking a significant milestone as the largest electric vehicle manufacturer [1] - Tesla reported a decline in global vehicle deliveries to 1.636 million units, a decrease of approximately 8.6% year-on-year, continuing a trend of declining deliveries for the second consecutive year [1] - BYD's total electric vehicle sales for 2025 reached 4.602 million units, reflecting a year-on-year growth of 7.73%, with a notable increase of 27.86% in pure electric vehicle sales [1] Group 1 - BYD's December 2025 sales were 420,398 units, down about 18.2% year-on-year, while pure electric vehicle sales for the month were 190,712 units [1] - BYD achieved a significant production milestone by rolling off its 15 millionth electric vehicle, the Tengshi N8L, in December 2025, completing this achievement in 17 years, with the last 5 million produced in just 13 months [1] - Tesla's fourth-quarter delivery expectations were pessimistic, with 20 institutions predicting a year-on-year decline of 15%, leading to concerns about the company's growth potential [1] Group 2 - Elon Musk's previous dismissal of BYD as a competitor has shifted, acknowledging the company's strong competitiveness in the current market [2] - BYD's chairman Wang Chuanfu emphasized the company's core competitiveness lies in technology, supported by a team of 120,000 engineers and significant R&D investments [2] - Tesla's delivery challenges are attributed to changes in U.S. federal tax incentives and increasing global competition, with a forecasted demand drop impacting fourth-quarter performance [2]

Core Insights - The Chery-produced plug-in hybrid compact crossover SUV, Jetour 7, is projected to be the best-selling vehicle in Israel for 2025, with total sales of 13,166 units, surpassing all gasoline, hybrid, and electric vehicle models [1] Group 1: Market Performance - Chinese automotive brands dominated the Israeli market in 2025, selling a total of 101,346 vehicles, significantly outpacing Korean brands, which sold 52,468 units, and Japanese brands, which sold 41,120 units [1] - In the pure electric vehicle segment, Chinese brands captured a remarkable 79.2% market share, with total sales of 46,075 units [1] Group 2: Leading Brands - BYD led the sales in the pure electric vehicle category with 8,134 units across 8 models, followed by Chery with 6,620 units and Xpeng with 6,114 units [1] - Other Chinese automotive companies, including Geely, Lynk & Co, Dongfeng, and Deep Blue, also achieved strong sales performance in the Israeli market [1]

Core Viewpoint - Tesla's fourth-quarter delivery volume decreased by 16% year-on-year to 418,227 vehicles, falling short of both analyst expectations and the company's own targets, while BYD continues to outperform in electric vehicle sales [2][3]. Group 1: Tesla's Performance - Tesla's fourth-quarter delivery volume was 418,227 vehicles, a 16% decline compared to the same period last year [2][3]. - The company's total annual delivery for 2023 was 1.64 million vehicles, significantly lower than BYD's nearly 2.26 million electric vehicle deliveries [3][5]. - Analysts have downgraded their expectations for Tesla's 2026 delivery forecast from over 3 million vehicles to approximately 1.8 million vehicles [5]. Group 2: BYD's Performance - BYD's electric vehicle sales have shown consistent growth, with a total of nearly 2.26 million deliveries in 2023, surpassing Tesla's performance [3][5]. - In the fourth quarter of 2024, BYD's pure electric vehicle deliveries exceeded those of Tesla, indicating a growing competitive edge [5]. Group 3: Market Dynamics - Tesla's focus on promoting its long-term goal of developing a self-driving taxi service has shifted attention away from its declining sales figures, although the current availability of such services remains limited [4]. - The market sentiment towards Tesla's future sales prospects has become increasingly skeptical, reflecting a significant shift in analyst confidence [5].

Core Viewpoint - BYD is projected to surpass Tesla in global electric vehicle sales in 2025, with an expected sales volume of 2.25 million pure electric vehicles, marking a 28% year-on-year increase, while Tesla's forecasted sales are 1.64 million, an 8% decline from 2024 [1][2]. Group 1: Sales Performance - BYD's total new vehicle sales for 2025 are expected to reach 4.6 million units, reflecting an approximate 8% year-on-year growth, with 2.25 million being pure electric vehicles and 2.28 million being plug-in hybrid vehicles [2][3]. - In December 2025, BYD's total new energy vehicle sales were 420,398 units, a year-on-year decline of about 18.2%, while the cumulative sales for the year reached 4,602,436 units, a 7.73% increase [3]. Group 2: Market Expansion - BYD is actively expanding its overseas sales, with significant growth in markets such as Europe, Latin America, and Southeast Asia, and is increasing local production capabilities [2][3]. - The company has commenced production at its factory in Brazil in 2025 and plans to expand exports to Europe from its Thailand factory, which will also cater to local market demands [3]. Group 3: Competitive Position - BYD's achievement in surpassing Tesla indicates its potential to enhance component procurement capabilities through scale advantages, thereby improving price competitiveness in the market [2].

Group 1 - BYD is projected to surpass Tesla in pure electric vehicle sales by 2025, with an expected sales volume of 2.25 million units, representing a 28% year-on-year increase [1] - Tesla's total deliveries for the year were 1.64 million units, showing an 8.6% decline compared to the previous year [1][2] - In Q4, Tesla's delivery numbers fell to 418,227 units, a 16% decrease year-on-year, which was below analyst expectations and the company's own targets [2][4] Group 2 - BYD's overall new vehicle sales for 2025 are estimated at 4.6 million units, an approximate 8% increase, with 2.25 million being pure electric vehicles and 2.28 million being plug-in hybrid vehicles [4] - In Europe, Tesla's new car registrations dropped by 39% in the first 11 months of 2025, while BYD's registrations surged by 240% [4] - The acceptance rate of pure electric vehicles in Europe is projected to reach 16% of all new car sales by 2025 [4]

Group 1 - BYD is projected to surpass Tesla in global electric vehicle sales, with an expected 2.25 million units sold in 2025, marking a 28% year-on-year increase [2] - Tesla's sales in Europe have significantly declined, with a 66% drop in France and a 71% drop in Sweden in December 2025 [8] - NIO reported record deliveries of 48,135 vehicles in December 2025, totaling 326,028 vehicles for the year, a 46.9% increase year-on-year [10] Group 2 - Baidu plans to spin off Kunlun Chip and seek independent listing on the Hong Kong Stock Exchange [3] - Xiaomi addressed misinformation regarding the structural principles of the zoom ring in its Xiaomi 17 Ultra Leica version [6] - Samsung aims to maintain pricing for its Galaxy S26 series while optimizing cost structures through configuration adjustments [11] Group 3 - Deloitte forecasts continued stable growth for China's A-share market in 2026, with Hong Kong's IPO financing expected to exceed 300 billion HKD [19][20] - The Chinese film industry saw a total box office of 51.832 billion yuan in 2025, a 21.95% increase from the previous year [23] - Norway registered 95.9% of new cars as electric vehicles in 2025, a significant increase from 88.9% in 2024 [24]

Core Viewpoint - Chinese electric vehicles (EVs) are significantly increasing their market share in Europe, overcoming high tariffs and competition from established local brands, indicating a successful penetration into a historically challenging market [5][7]. Market Performance - In 2025, Chinese brands are projected to capture 12.8% of the European EV market and over 13% in the hybrid vehicle sector, marking a historic high [7]. - In the UK, sales of Chinese automotive brands reached 187,800 units in the first 11 months of the year, doubling from the previous year, with expectations to exceed 200,000 units in 2025 [8][11]. - The average market share of Chinese brands in Western Europe is around 6%, with significant growth in countries like Spain and Norway [11]. Competitive Advantages - Chinese automakers benefit from a mature supply chain for new energy vehicles, allowing for stable supply and cost advantages compared to European manufacturers facing high production costs and battery shortages [13]. - The strategy of localizing production, such as Chery's assembly in Barcelona and BYD's new factory in Hungary, helps avoid tariffs and brings products closer to European consumers [14]. Technological Edge - Chinese companies lead in battery technology, with innovations like BYD's blade battery and CATL's high-energy-density batteries, meeting European demands for longer range and safety [14]. - Advanced smart features in vehicles from brands like XPeng and Leap Motor cater to tech-savvy European consumers [15]. Challenges Ahead - Trade barriers, such as a 45% anti-subsidy tax, and upcoming regulatory requirements pose significant challenges for Chinese automakers [15][17]. - Service and brand recognition remain weak compared to established European brands, with limited service networks and slower response times affecting customer retention [17]. - Adapting to stringent European standards for charging interfaces and carbon footprints adds to the cost of vehicle modifications [17].