Core Viewpoint - Tesla's automotive sales declined by 8.6% last year, significantly trailing behind China's BYD in the global electric vehicle market, indicating a loss of the competitive edge Tesla had built over the past decade [1][2]. Group 1: Sales Performance - Tesla's fourth-quarter deliveries fell by 16% year-over-year to 418,227 vehicles, below the forecast of 440,907 vehicles [1]. - For the entire year, Tesla's sales dropped nearly 9%, marking the second consecutive year of annual decline [1]. - In contrast, BYD achieved nearly 2.26 million electric vehicle deliveries for the year, while Tesla delivered 1.64 million [2]. - BYD's growth in electric vehicle sales has widened the gap with Tesla, especially in the fourth quarter where BYD's pure electric vehicle deliveries surpassed Tesla's [2]. Group 2: Market Dynamics - Analysts on Wall Street have significantly downgraded their projections for Tesla's 2026 delivery numbers from over 3 million to approximately 1.8 million [3]. - The demand outlook for electric vehicles in the U.S., Tesla's largest market, is critical for the company's future success, especially after the cessation of federal incentives for plug-in vehicle purchases [3]. Group 3: Strategic Focus - Investors have shown less concern about Tesla's declining sales as Elon Musk shifts focus towards artificial intelligence, autonomous vehicles, and humanoid robots [4]. - Analysts suggest that Tesla's stock performance in 2026 will be driven more by advancements in AI and robotics rather than delivery numbers [5][6]. Group 4: Energy Storage Business - Tesla's energy storage business has seen significant growth, deploying 14.2 GWh of storage products in the last quarter, up from 11 GWh a year earlier, with an annual deployment increase of nearly 50% to 46.7 GWh [6]. - The growth in Tesla's energy storage reflects structural benefits driven by AI-related electricity demand, supporting additional storage needs for data centers and grid stability [6]. Group 5: Future Outlook - Elon Musk expressed confidence in Tesla's performance for the upcoming year, stating that 2026 will be an "epic year" for the company [7]. - Despite a recent drop in stock price, Tesla's shares rose by 1.5% in pre-market trading after a series of declines [7].

| | | 産量 | 銷量 | | --- | --- | --- | --- | | 項目類別 | 本月 去年同期 本年累計 去年累計 累計同比 本月 去年同期 本年累計 素計同比 | | | | 新能源汽車 | 419.804 5.42% 420,398 514,809 4,602,436 4,272,145 7.73% | 466,441 4,537,356 4,304,073 | | | 一乘用車 | 414.553 460.719 4.479.392 4.281.084 4.63% 414.784 509,440 4.545,423 4,250,370 6.94% | | | | 一純電動 | 190.724 189,759 2,221,913 1,777,965 24.97% 27.86% | | | | | -- 插電式混合動力 223,829 270,960 2,257,479 2,503,119 - -9.81% 224,072 - 301,706 2,288,709 2,485,378 - - 7.91% | | | 比亚迪在2024年差一点就追平特斯拉之后，去年进一步拉开差距。尽管比亚迪 ...

比亚迪汽车：唐家族12月热销10129辆，累计销量突破89万辆。 ...

Group 1 - BYD has surpassed Tesla in annual sales of pure electric vehicles for the first time, becoming the global leader in this segment with approximately 2.26 million units sold in 2025, compared to Tesla's 1.63 million units [2] - In 2025, BYD's total sales of new energy vehicles reached around 4.6 million units, with over 1.04 million units sold overseas, significantly exceeding the total overseas sales for 2024 [2] - BYD's expansion into international markets has been notable, with a presence in over 110 countries and regions, and strong performance in Europe, Latin America, and Southeast Asia [2] Group 2 - The company is enhancing its technological leadership and aims to introduce more significant innovations in the coming years [3] - Strengthening component procurement capabilities and adopting refined sales strategies in overseas markets are key factors contributing to BYD's substantial increase in overseas sales [3] - The performance of BYD indicates China's growing importance in the global new energy vehicle industry, providing consumers with better and more diverse options [3]

转自：北京日报客户端 特斯拉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%，为连续第二年交 付量下滑。此前，比亚迪在1日宣布，2025年其纯电动汽车销量同比增长近28%，达225.67万辆，登顶 全球年度电动汽车销量榜首。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。 其次，特斯拉的产品线老化，已很长时间没有推出新车型。 第三，特朗普政府取消电动汽车税收抵免、收紧补贴政策，重创了特斯拉在2025年第四季度的销量。 来源：央视财经 美联社分析称，特斯拉的问题主要集中在三个方面： 首先，马斯克投身政治活动、发表煽动性政治言论引发声誉危机，导致特斯拉在美国和欧洲遭到抵制。 欧洲汽车制造商协会公布的数据显示，2025年前11个月，特斯拉在欧洲新车注册量同比下降28%。 ...

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 ...