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]

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% [3] - Notable tech stocks showed mixed performance, with ASML up nearly 9% and Micron Technology up over 10%, both reaching historical highs [3] - Chinese concept stocks saw a significant rise, with the Nasdaq Golden Dragon China Index up 4.38%, and Baidu rising 15% [3] Oil and Gold Prices - WTI crude oil main contract fell 0.16% to $57.33 per barrel, while Brent crude oil dropped 0.08% to $60.80 per barrel [4] - Spot gold increased by 0.24% to $4329.32 per ounce, and COMEX gold futures rose 0.02% to $4341.90 per ounce [4] European Market Performance - Major European indices saw slight increases, with Germany's DAX up 0.13%, France's CAC40 up 0.56%, and the UK's FTSE 100 up 0.2% [5] Digital Currency Development - The digital RMB app has upgraded to version 2.0, marking a transition to a "digital deposit currency" era, enhancing user experience and asset management [7][8] Semiconductor Industry Update - The National Integrated Circuit Industry Investment Fund increased its stake in SMIC from 4.79% to 9.25%, indicating strong support for the domestic semiconductor industry [15][16] Electric Vehicle Market Shift - Tesla's global vehicle deliveries for 2025 were 1.636 million, a decline of approximately 8.6%, marking the first time Tesla was surpassed in annual electric vehicle sales by BYD, which reported 2.25 million units sold, a 28% increase year-on-year [21][22]

IT之家 1 月 2 日消息，英国 BBC 今天（1 月 2 日）发布博文，报道称比亚迪在 2025 年将首次超越特斯拉，登顶全球纯电动汽车（EV）年度销量冠军。 基于比亚迪官方公布的数据，2025 年共计交付 2256714 辆纯电汽车，相比较 2024 年（1764992 辆）同比增长 27.86%。IT之家附上相关截图如下： | | | | Production Volume | | | | | Sale | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | December | December | Year-to-date | Year-to-date | Percentage | December | December | Ye | | Items | 2025 | 2024 | December | December | Year on | 2025 | 2024 | D | | | | | 2025 | 2024 | Year | | | | | New energy vehicle | 419,804 | 466,441 ...

【纠错】 【责任编辑:马俊卿】 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。 ...

Core Insights - BYD Company Limited achieved its full-year sales target and is likely to surpass Tesla Inc. to become the world's largest electric-vehicle manufacturer by 2025 [1] - The Chinese auto market is expected to face significant challenges in the upcoming year [1] Sales Performance - BYD delivered 4.6 million vehicles in 2025, reflecting a 7.7% increase from 2024, with sales evenly split between fully electric vehicles and plug-in hybrids, each category accounting for nearly 2.3 million units [2] - Tesla is projected to report fourth-quarter deliveries of approximately 440,900 vehicles, marking an 11% year-over-year decline, leading to total annual deliveries of around 1.6 million units, indicating a second consecutive annual decrease [3] Market Challenges - The outlook for BYD and other automakers is becoming tougher as China reduces EV buyer incentives, and increasing trade barriers complicate overseas expansion [4] - BYD faces intensified domestic competition from Geely Automobile Holdings Ltd. and Xiaomi Corp., which have gained consumer traction through aggressive innovation and new vehicle offerings [4] Future Sales Goals - BYD aims to boost its overseas sales to approximately 1.5-1.6 million vehicles by 2026, as reported by Citigroup Inc. [5]

Group 1 - Tesla reported a fourth-quarter delivery volume of 418,227 vehicles, a 16% year-over-year decline, falling behind BYD in the global electric vehicle market [1][2] - BYD's electric vehicle sales grew significantly, with a total of nearly 2.26 million units delivered in 2025, marking an increase of nearly 28% year-over-year, while Tesla's deliveries were approximately 1.64 million, representing a decline of over 8% from 2024 [2][3] - Analysts have expressed skepticism about Tesla's sales outlook for 2026, with average market expectations dropping from over 3 million units two years ago to around 1.8 million units currently [4] Group 2 - Tesla's market share in Europe has declined, with new car registrations falling by 39% in the first 11 months of 2025, while BYD's registrations surged by 240% [4] - The introduction of a cheaper version of the Model Y in October may help Tesla regain some market share in emerging markets, despite facing strong competition from Chinese manufacturers [6] - Tesla's CEO Elon Musk has shifted focus to the development of the Robotaxi service, which aims to achieve fully autonomous driving without a safety supervisor, although current consumer access to such services remains limited [6][8]

Core Insights - The title of the largest electric vehicle (EV) seller globally has shifted from Tesla to BYD, marking a significant change in the industry landscape [1][2] Sales Performance - BYD achieved record sales of 2.26 million battery-electric vehicles (BEVs) in 2025, a 28% increase year over year, while Tesla's deliveries fell 8% to approximately 1.64 million [2][9] Factors Behind the Shift - Tesla's decline is attributed to an aging product lineup and political challenges, including the expiration of the $7,500 U.S. tax credit, which negatively impacted domestic demand and market share in countries like France and Sweden [3][5] - In contrast, BYD's success is driven by a vertically integrated supply chain that allows for cost control and rapid scaling, enabling the company to offer a diverse range of vehicles [4][5] Market Share and Expansion - BYD's strategy of manufacturing its own batteries and chips has resulted in a cost structure that is competitive against Western rivals, contributing to China's impressive 51% EV market share in 2025 [5] - BYD's expansion into markets such as Brazil, Hungary, and Southeast Asia has reduced its dependence on any single economy [5] Investment Opportunities - Given the geopolitical risks associated with direct investment in BYD due to rising protectionism, investors may consider exchange-traded funds (ETFs) that include significant stakes in BYD to mitigate risks while capitalizing on the growth of the EV market [6][7] - Forecasts suggest that EV sales could reach 40% of the global market by 2030, presenting a substantial opportunity for investors [7] ETFs Highlighting BYD - KraneShares MSCI China Clean Technology Index ETF (KGRN) has net assets of $59.6 million, with BYD holding an 8.64% weight in the fund and a 22.1% increase over the past year [10] - iShares MSCI China ETF (MCHI) has net assets of $7.74 billion, with BYD at a 1.59% weight and a 32.3% increase over the past year [11] - KraneShares Electric Vehicles and Future Mobility Index ETF (KARS) also has net assets of $7.74 billion, with BYD at a 4.07% weight and a 43.3% increase over the past year [12]

格隆汇1月2日｜据多家外媒最新消息，中国比亚迪已超越特斯拉，登顶全球电动汽车销量榜首。比亚迪 1月1日宣布，2025年其纯电动汽车销量达到226万辆，较2024年增长近28%。与此同时，特斯拉1月2日 披露，其销量已连续第二年下滑，全年交付量下降8.6%，降至约160万辆，创下该公司历史上最大年度 跌幅，已失去了全球电动车销量冠军的地位。值得关注的是，比亚迪迄今尚未登陆美国市场，而中国却 是特斯拉的全球第二大市场，在此背景下，比亚迪仍实现了对特斯拉的销量反超。 ...