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） ...

Group 1 - Tesla's fourth-quarter delivery volume decreased by 16% to 418,227 vehicles, falling short of analyst expectations and the company's own targets [1] - In contrast, BYD achieved growth in both quarterly and annual pure electric vehicle sales, with annual deliveries nearing 2.26 million, compared to Tesla's 1.64 million [1] - BYD's pure electric deliveries surpassed Tesla's in the fourth quarter of 2024, although Tesla maintained a slight annual lead at that time [4] Group 2 - Tesla's sales outlook for 2026 has become increasingly skeptical, with market expectations significantly lowered from over 3 million deliveries two years ago to approximately 1.8 million [4] - BYD sold over 2 million plug-in hybrid vehicles in the past two years, contributing to its competitive edge over Tesla [4] - Elon Musk has shifted focus to promoting advancements in Tesla's autonomous taxi business to divert attention from declining sales, despite limited availability of the service [3]

据美国消费者新闻与商业频道（CNBC）报道，当地时间1月2日，美国电动汽车制造商特斯拉公司公布 的数据显示，该公司2025年全年电动汽车销量首次被中国汽车制造商比亚迪超越，比亚迪已成为全球最 大的电动汽车销售商。 彭博社指出，市场观察人士认为，比亚迪比其他汽车品牌更能应对竞争挑战。分析师估计，比亚迪2026 年总销量有望增长至530万辆。德意志银行分析师预计，该公司将推出新产品，并推出技术平台，进一 步提升公司的竞争力。这可能使比亚迪扩大对特斯拉的领先优势。 本文系观察者网独家稿件，未经授权，不得转载。 特斯拉数据显示，该公司2025年全球交付汽车163.6万辆，同比下降约8.6%，这也是特斯拉连续第二年 交付量下滑。1月1日，比亚迪公布的数据显示，该公司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。 报道提到，2011年10月，马斯克在接受彭博电视台采访时，提到比亚迪曾嘲讽称"并不认为比亚迪是特 斯拉的竞争对手"，还表示"我觉得他们的产品算不上出色"。 ...

来源：新华社 据新华社，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。 原标题：《特斯拉电动车年销量首次被比亚迪超越》 责编：阚枫 编辑：闫嘉欣 ...

报道提到，2011年10月，马斯克在接受彭博电视台采访时，提到比亚迪曾嘲讽称"并不认为比亚迪是特 斯拉的竞争对手"，还表示"我觉得他们的产品算不上出色"。 据美国消费者新闻与商业频道（CNBC）报道，当地时间1月2日，美国电动汽车制造商特斯拉公司公布 的数据显示，该公司2025年全年电动汽车销量首次被中国汽车制造商比亚迪超越，比亚迪已成为全球最 大的电动汽车销售商。 彭博社指出，市场观察人士认为，比亚迪比其他汽车品牌更能应对竞争挑战。分析师估计，比亚迪2026 年总销量有望增长至530万辆。德意志银行分析师预计，该公司将推出新产品，并推出技术平台，进一 步提升公司的竞争力。这可能使比亚迪扩大对特斯拉的领先优势。 特斯拉数据显示，该公司2025年全球交付汽车163.6万辆，同比下降约8.6%，这也是特斯拉连续第二年 交付量下滑。1月1日，比亚迪公布的数据显示，该公司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。 本文系观察者网独家稿件，未经授权，不得转载。 ...

1、交通运输部2日消息，元旦假期第二天，全社会跨区域人员流动量预计超1.8亿人次，同比增长 13.4%。 2、据央视新闻，澳门特区政府治安警察局1月2日发布消息称，2026年首日（1月1日）澳门出入境量达 86.6万人次，刷新单日出入境总量最高纪录。其中，访澳旅客占49.6%，达18.8万人次，为历年元旦日 最高。 1、2日，国防部新闻发言人就境外炒作"正义使命-2025"演习表示，解放军位台岛周边组织反分裂反干 涉行动，完全正当必要、无可非议。 2、据海关统计，海南自贸港封关运作以来，进口"零关税"货物超4.2亿元；加工增值内销免关税货物超 4723万元；新增外贸备案企业3265家，同比增长超2倍。 3、国家发展改革委、水利部、市场监管总局近日发布《中华人民共和国实行水效标识的产品目录 （2025年版）》，其中，修订了洗碗机、智能坐便器等3类产品水效标识实施规则，通过积极推广高效 节水产品设备，大力促进绿色消费。 4、近日，财政部会同农业农村部下达中央财政农业生产防灾救灾资金5.12亿元，重点支持内蒙古、四 川、云南、西藏、甘肃、青海、宁夏、新疆等8个牧区省份开展越冬饲草料储备工作。 5、据央视新闻，截至2 ...

Market Overview - US stock indices closed mixed, with the Nasdaq down 0.03%, S&P 500 up 0.19%, and Dow Jones up 0.66% [2] - Notable tech stocks showed mixed performance, with ASML up nearly 9% and Micron Technology up over 10%, both reaching historical highs [2] - The Nasdaq Golden Dragon China Index rose 4.38%, with significant gains in Chinese concept stocks such as Baidu up 15% and Alibaba up over 6% [2] Commodity Prices - WTI crude oil fell 0.16% to $57.33 per barrel, while Brent crude oil decreased 0.08% to $60.80 per barrel [2] - Spot gold increased by 0.24% to $4329.32 per ounce, and COMEX gold futures rose by 0.02% to $4341.90 per ounce [2] - Spot silver rose 1.4% to $72.6624 per ounce, with COMEX silver futures up 2.35% to $72.27 per ounce [2] International News - The National Integrated Circuit Fund increased its stake in SMIC from 4.79% to 9.25% [10] - BYD surpassed Tesla in annual electric vehicle sales for the first time, delivering 2.25 million units, a 28% increase year-on-year, while Tesla's deliveries fell by 8.6% to 1.636 million units [15]

Company - BYD has surpassed Tesla for the first time, becoming the world's top electric vehicle seller [2] - Tesla's annual electric vehicle sales have been overtaken by BYD [2] - Micron Technology has significantly improved its profitability, with its stock reaching an all-time high [2] - AQR's multi-strategy product Apex is projected to return 19.6% in 2025, continuing its recovery in a turbulent quantitative investment year [2] Industry - The luxury retailer Saks Global is expected to file for bankruptcy, with its CEO set to step down [3] - Berkshire Hathaway enters a new era post-Warren Buffett [3] - The electric vehicle market in Norway is projected to reach a 96% market share for pure electric vehicles by 2025, with Tesla experiencing a surge in local sales [2]