鑫椤锂电·2025-05-23 01:38Core Insights - BYD achieved a historic breakthrough in the European market in April, surpassing Tesla in electric vehicle sales for the first time [1] - BYD's electric vehicle registration sales reached 7,231 units in April, marking a 169% increase year-on-year, placing it among the top ten electric vehicle brands [1] - Tesla's registration sales plummeted by 49%, resulting in a drop in its ranking [1] - When including plug-in hybrid vehicles, BYD's total sales surged by 359% compared to Tesla [1] - Analysts view this as a watershed moment for the European electric vehicle market [1] Market Dynamics - BYD's strategy of scaling "intelligent driving equality" has allowed it to offer smart assisted driving technology at a price point of 70,000 yuan, while Tesla maintains a mid-to-high-end positioning through its FSD technology [1] - In 2024, BYD is projected to achieve global new energy vehicle sales of 4.272 million units, a year-on-year growth of 41.26%, solidifying its position as the global sales champion in the new energy vehicle market [2] - The competition for BYD is not limited to domestic automakers but extends to Tesla as a representative of Chinese automakers [2] Tesla's Performance - Tesla's sales in Europe have significantly declined, with Sweden experiencing an 81% year-on-year drop and Germany's sales nearly halving [2] - In addition to Europe, Tesla's sales in China also fell by 6% year-on-year in April, marking seven consecutive months of decline [2] - Elon Musk acknowledged the decline in Tesla's European sales, attributing it to the weak economic conditions affecting all automakers [2]