这是特斯拉有史以来首次在全年电动汽车销量上被中国汽车制造商比亚迪超越。 【#比亚迪全球纯电动汽车销量第一##比亚迪纯电动汽车年销量首超特斯拉# 】 新京报贝壳财经讯（记者张冰）"全球纯电动汽车销量第一"宝座易主，比亚迪2025年纯电动汽车的年销 量首超特斯拉。 据特斯拉1月2日公布的最新数据显示，其2025年全球交付汽车163.6万辆，同比下降约8.6%。这也是特 斯拉连续第二年交付量下滑。而比亚迪发布的最新产销快报显示，2025年其全年累计销售460.24万辆， 同比增长7.73%；其中纯电车型全年累计销售225.67万辆，同比增长27.86%。 ...

编辑 杨娟娟 校对 赵琳 据特斯拉1月2日公布的最新数据显示，其2025年全球交付汽车163.6万辆，同比下降约8.6%。这也是特 斯拉连续第二年交付量下滑。而比亚迪发布的最新产销快报显示，2025年其全年累计销售460.24万辆， 同比增长7.73%；其中纯电车型全年累计销售225.67万辆，同比增长27.86%。 这是特斯拉有史以来首次在全年电动汽车销量上被中国汽车制造商比亚迪超越。 新京报贝壳财经讯（记者张冰）"全球纯电动汽车销量第一"宝座易主，比亚迪2025年纯电动汽车的年销 量首超特斯拉。 ...

Core Insights - In January 2026, the global electric vehicle (EV) industry reached a significant turning point as BYD's 2025 pure electric vehicle sales hit 2.2567 million units, a year-on-year increase of 27.86%, surpassing Tesla's 1.636 million units for the first time, marking BYD as the global leader in pure electric vehicle sales [1] - This shift reflects a deeper transformation in the global EV competition, moving from a focus on single product comparisons to a multi-faceted capability contest, with Tesla emphasizing smart driving and energy storage, while BYD focuses on a comprehensive industry chain and overseas market expansion [1] BYD Performance - BYD's 2025 sales included 2.2567 million pure electric vehicles and 2.2887 million plug-in hybrid vehicles, achieving a market share of over 35% in the domestic EV market [1] - The overseas market became a core growth engine for BYD, with overseas sales reaching 1.0496 million units in 2025, a staggering increase of 145% [4] - BYD's production and sales strategy covers a price range from 100,000 to 500,000 yuan, enhancing its competitive positioning [1] Tesla Performance - Tesla's 2025 production reached 1.655 million units, with deliveries at 1.636 million units, showing a decline in sales due to strategic shifts towards high-value businesses [4] - Tesla's energy storage product installations reached 46.7 GWh in 2025, a year-on-year increase of 48.7%, indicating a strong focus on energy solutions [5] - The company is transitioning towards becoming an "AI + sustainable energy technology company," with significant investments in autonomous driving and energy storage technologies [5][8] Industry Trends - The competition between BYD and Tesla signifies a shift towards high-quality development in the global EV industry, emphasizing technology research, supply chain efficiency, and local market capabilities [9] - The strategic choices and performance of leading companies will continue to shape the competitive landscape and development direction of the global EV industry [9]

《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， ...

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 - Tesla has lost its position as the world's leading electric vehicle maker to BYD, marking a significant shift in the EV market landscape [1][8] - Tesla experienced a 9% decline in fully electric vehicle deliveries in 2025, dropping to 1.64 million units from 1.79 million in 2024, primarily due to increased competition and the expiration of U.S. federal EV tax credits [2][4] - BYD reported a 28% increase in pure EV sales, delivering 2.26 million vehicles in 2025, driven by aggressive international expansion, particularly in Europe [3][6] Tesla's Performance - Tesla's sales growth, which had been uninterrupted from 2011 to 2023, has now contracted for two consecutive years [4] - The company has faced challenges from reduced government incentives, increased competition, and reputational issues related to CEO Elon Musk's public controversies [4][7] - Efforts to boost demand through a refreshed Model Y and a lower-priced variant have not been successful due to the influx of competitively priced EVs from rivals [5] BYD's Growth - BYD's growth in the EV market is attributed to its successful international expansion and capturing a significant share of the European EV market [3][6] - The rise of Chinese automakers, including BYD, has further diminished Tesla's market dominance [6][8] Market Comparison - Tesla's market capitalization stands at $1.37 trillion, while BYD's is at $846.36 billion [9] - Over the past year, Tesla's stock has gained 15.50%, compared to BYD's 8.29% [9]

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 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]

新华财经旧金山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%。这是特斯拉有史以来首次在全年电动汽车销量上被 中国汽车制造商比亚迪超越。 （文章来源：新华社） ...