Shen Zhen Shang Bao·2025-05-14 23:17Core Insights - The European electric vehicle market has witnessed a historic shift, with BYD achieving a monthly sales figure of 11,123 units, surpassing Tesla's 6,253 units, marking a significant change in market dynamics across 14 European countries [1] Group 1: Market Performance - In Germany, BYD's sales reached 1,566 units in April, a year-on-year increase of 120%, while Tesla's sales fell by 45.9% to 885 units [2] - In the UK, BYD's sales surged to 2,511 units, a dramatic increase of 654% compared to the same period last year, while Tesla experienced a 62% decline [2] - In France, BYD sold 2,064 units in April, with 35% of sales coming from administrative users, challenging the stereotype of Chinese vehicles being low-priced and low-quality [3] Group 2: Strategic Initiatives - BYD's success in Germany is attributed to its CTB battery technology and local initiatives, including EU certification and the establishment of local R&D centers, which are reshaping the perception of "German manufacturing" [2] - In the UK, BYD's strategic partnership with Pendragon, the largest automotive dealer group, has facilitated local sales network integration and the development of right-hand drive models [2] - BYD's luxury brand, Tengshi, made its European debut during the Milan Design Week, showcasing the Z9GT model, which received over 2,000 pre-orders on the first day, with 70% coming from existing BBA customers [3] Group 3: Industry Implications - BYD's achievements in Europe signal a broader capability of Chinese automakers to compete with international giants in stringent markets, indicating a shift from simple product trade to a more complex model involving technology, localization, and brand elevation [4] - The dual revolution of electrification and intelligence in the automotive sector is being driven by Chinese companies leveraging their full industry chain advantages and continuous technological innovation [4]