Zhong Guo Zheng Quan Bao·2026-01-03 04:52Core 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]