Tesla(US:TSLA) 电动车公社·2026-01-03 16:06Core Insights - Tesla's global sales in 2025 are projected to be 1.636 million units, representing a year-on-year decline of 8.6% [2][5] - Tesla's production for 2025 is estimated at 1.654 million units, down approximately 6.7% compared to the previous year [2][5] - BYD has surpassed Tesla with a sales figure of 2.25 million units in 2025, becoming the top seller of pure electric vehicles [3][5] - Hongqi's new energy vehicle sales are expected to reach 149,229 units in 2025, marking a year-on-year growth of 29.8% [4][5] - The cancellation of the $7,500 tax credit for electric vehicle purchases in the U.S. in September has negatively impacted Tesla's fourth-quarter deliveries, which fell by 16% to approximately 418,000 units [3][5] - Hongqi's electrification strategy is showing initial success, with new product lines and a focus on electric and hybrid vehicles [7]