【#比亚迪年度销量首超特斯拉##特斯拉2025年交付量下滑近9%#】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。 虽然特斯拉此次没有发布区域销量，但数据显示，除了美国，特斯拉在欧洲的销量同样有所放缓。据欧 洲汽车制造商协会（ACEA）发布的数据，2025年前11个月，特斯拉在欧洲的注册量下降了39%，而其 竞争对手比亚迪在欧洲的注册量则增长了240%。 自2014年进入中国市场以来，特斯拉经历了从快速崛起到面临激烈竞争的完整周期。数据显示，最初三 年，特斯拉累计交付2.12万辆汽车；2017年，其单年销量即达到此前总和，此 ...

怀揣着万亿元薪酬方案，特斯拉（NASDAQ：TSLA）首席执行官埃隆·马斯克要为公司销量加把劲了。 1月2日，特斯拉公布的数据显示，该公司2025年全球交付汽车163.6万辆，同比下降约8.6%。 值得一提的是，比亚迪（002594）2025年全球纯电动汽车销量达226万辆，同比增长28%。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。 2025年前11个月，特斯拉在中国市场的挂牌销量达53.19万辆，较上年同期57.42万辆下降7.37%，低于 其2025年全球销量降幅。中国依然是其全球最大单一市场。 近期，特斯拉为马斯克制定了薪酬激励方案，该方案最高价值可达1万亿美元，但完成目标难度极高。 其中，特斯拉未来10年累计交付2000万辆，平均每年交付量要达到200万辆。 汽车观察员肖红向长江商报记者表示，随着越来越多的车企进入电动汽车市场，特斯拉面临来自全球各 地的竞争压力。 全球交付量降8.6% 1月2日，特斯拉公布的数据显示，该公司2025年全球交付汽车163.6万辆，同比下降约8.6%。 就在前一天，1月1日，比亚迪表示，2025年其全球纯电动汽车销量达226万辆，同比增长28%。其 ...

新年伊始，我谨代表比亚迪公司，向大家致以诚挚的新年祝福！起航"十五五"，比亚迪满怀希望、充满 期待，将与所有上市公司一起，永葆创新创业的激情和艰苦奋斗的精神，共同谱写新的华章！ "十四 五"时期，我国新能源汽车站上世界舞台的中央。比亚迪成长为全球最大的新能源汽车企业，年销量实 现了十倍的跨越发展。 进入"十五五"，我国新能源汽车将进入技术迭代、智电融合和全球化发展的新 阶段。站在新的起点，比亚迪在技术上，将继续保持大量研发和资金投入，巩固电动化、推进智能化， 用技术带来新的增长曲线；在产业协作上，将站在全球产业链的肩膀上，整合全球资源合作创新；在全 球化上，抢抓中国品牌出海机遇乘势而上，加快推进全球化产业布局，打造世界级中国品牌。 新岁已 至，未来可期。面向"十五五"，比亚迪将牢记上市公司主体责任，持续发展壮大新质生产力，为汽车强 国梦贡献更大力量！新的一年，祝朋友们心想事成、幸福相伴！ ...

进入"十五五"，我国新能源汽车将进入技术迭代、智电融合和全球化发展的新阶段。站在新的起点，比 亚迪在技术上，将继续保持大量研发和资金投入，巩固电动化、推进智能化，用技术带来新的增长曲 线；在产业协作上，将站在全球产业链的肩膀上，整合全球资源合作创新；在全球化上，抢抓中国品牌 出海机遇乘势而上，加快推进全球化产业布局，打造世界级中国品牌。 新岁已至，未来可期。面向"十五五"，比亚迪将牢记上市公司主体责任，持续发展壮大新质生产力，为 汽车强国梦贡献更大力量！新的一年，祝朋友们心想事成、幸福相伴！ （文章来源：证券时报） 新年伊始，我谨代表比亚迪公司，向大家致以诚挚的新年祝福！起航"十五五"，比亚迪满怀希望、充满 期待，将与所有上市公司一起，永葆创新创业的激情和艰苦奋斗的精神，共同谱写新的华章！ "十四五"时期，我国新能源汽车站上世界舞台的中央。比亚迪成长为全球最大的新能源汽车企业，年销 量实现了十倍的跨越发展。 ...

Core Insights - The global electric vehicle sales leader has shifted from Tesla to BYD, marking a significant change in the market dynamics [1][2][12] - Tesla's sales in 2025 declined, with a total of 1.655 million vehicles sold, a 9% year-over-year decrease, while BYD's sales reached 2.257 million, a 27.9% increase [7][12] Group 1: Tesla's Performance - In Q4 2025, Tesla delivered 418,227 vehicles, a 16% decline year-over-year, with Model 3/Y accounting for 406,585 units [2][5] - The decline in Tesla's sales was anticipated due to the expiration of U.S. tax incentives, leading to a surge in Q3 deliveries [5][10] - Tesla's total sales for 2025 were 1.655 million vehicles, down from 1.8086 million in 2023, marking a second consecutive year of decline [7][10] Group 2: BYD's Growth - BYD's total sales for 2025 reached 4.6 million vehicles, a 7.73% increase, with pure electric vehicle sales at 2.257 million, representing a 27.9% increase [12][24] - BYD's overseas sales surged by 145%, contributing to 22.8% of total sales [24] - This marks the first time BYD has topped the global sales chart for pure electric vehicles, surpassing Tesla's 1.636 million units [12][13] Group 3: Market Dynamics and Competitors - The competition in the electric vehicle market is intensifying, with Chinese automakers gaining significant market share [16][42] - Other notable performers include Xpeng, which saw a 125.9% increase in sales, and Li Auto, which faced an 18.8% decline [20][35] - The overall landscape indicates a shift towards a more diversified and competitive market, moving away from Tesla's previous dominance [42]

Core Viewpoint - Jinchuan Group Nickel City Industrial Company's high-precision copper strip division has successfully passed BYD's professional audit, gaining recognition in the high-end copper processing sector and entering BYD's supplier list [1][5]. Group 1: Supplier Selection and Evaluation - BYD, a leader in the global new energy vehicle and battery sectors, employs stringent standards for supplier selection, assessing copper strip production processes, testing capabilities, and supply chain management through comprehensive evaluations [3][7]. - The evaluation process includes discussions, on-site inspections, and covers all dimensions such as production site, quality control, environmental safety, and social responsibility, with a particular focus on the stability and advancement of core component materials [3][7]. Group 2: Product Development and Market Impact - The high-precision copper strip division has made significant advancements in manufacturing processes for specialized products, including TUO copper strips for new energy vehicle batteries and C192 semiconductor alloy strips, filling a domestic gap in these areas [3][7]. - The copper strips serve as critical materials for battery negative terminal connectors, significantly enhancing battery yield and safety, and are widely used in key sectors such as electronic communications and new energy vehicles [3][7]. Group 3: Future Development Strategy - The high-precision copper strip division aims to leverage this opportunity to continue its focus on "specialized, refined, unique, and innovative" development, enhancing technological innovation and production capacity to provide high-quality products for partners like BYD [5][9].

Group 1 - The European Commission released the "2025 EU Industrial R&D Investment Scoreboard," with Amazon ranking first for the first time, investing €65.318 billion in R&D for the 2024 fiscal year [1][8] - The top ten companies also include Alphabet, Meta, Microsoft, Apple, Huawei, Samsung, Volkswagen, Johnson & Johnson, and Intel [1][8] - The survey covered the 2,000 companies with the highest R&D investments globally, totaling €1,446.2 billion, with the US, China, EU, and Japan having the most companies on the list [1][8] Group 2 - The top 50 companies accounted for €633 billion in R&D spending, representing 44% of the total R&D investment [1][8] - Amazon's R&D investment as a percentage of net sales is 10.64%, while Alphabet's is 13.69%, and Meta's is 26.52% [4][12] - Huawei's R&D investment is €22.941 billion, with a net sales ratio of 20.18%, indicating a strong commitment to innovation [4][12]

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]