Core Insights - Tesla's global vehicle deliveries in 2025 are projected to be 1.636 million, a year-on-year decline of approximately 8.6%, marking the first time that BYD has surpassed Tesla in annual sales of electric vehicles [1] - Tesla produced 1.655 million electric vehicles in 2025, with deliveries of 1.636 million, both lower than the 1.773 million and 1.789 million in 2024 [1] - The U.S. government’s cancellation of tax incentives for electric vehicle purchases in September 2025 has directly impacted Tesla's sales [1] - In Q4 2025, Tesla produced about 434,000 vehicles and delivered approximately 418,000, down from 459,000 and 496,000 in the same quarter of 2024, representing a year-on-year decline of about 16% in deliveries [1] - BYD announced that its global electric vehicle sales reached 2.26 million in 2025, a year-on-year increase of 28%, with growing sales from markets outside of China, including Asia, Europe, and Latin America [1] - Tesla remains the largest electric vehicle manufacturer in the U.S., holding about half of the U.S. electric vehicle market share, but its declining sales indicate a slowdown in the overall U.S. electric vehicle market [1] - In November 2025, overall electric vehicle sales across all brands in the U.S. plummeted by over 40% [1] - Industry analysts expect that U.S. electric vehicle sales will continue to remain sluggish in 2026 [2]

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%。这意味着特斯拉纯电动汽车年销量首次被中国汽车 制造商比亚迪超越。 行业分析人士预计，2026年美国电动汽车整体销量将继续低迷。 【纠错】 【责任编辑:谷玥】 2025年，特斯拉共生产165.5万辆纯电动汽车，交付163.6万辆，分别低于2024年的177.3万辆和178.9万 辆。2025年9月，美国政府取消了此前鼓励消费者购买电动汽车的税收优惠政策，直接冲击特斯拉销 量。2025年第四季度，特斯拉生产约43.4万辆汽车，交付约41.8万辆，低于2024年同期的45.9万辆和49.6 万辆，交付量同比下降约16%。 比亚迪1日表示，2025年其全球电动汽车销量达到226万辆，同比增长28%。其中，越来越多的销量来自 中国以外的亚洲、欧洲和拉丁美洲市场。 美国媒体报道，特斯拉目前仍是美国最大电动汽车制造商，占据美国电动汽车市场约一半的份额，其销 量下滑表明，美国电动汽车市场整体正在放缓。美国考克斯汽车咨询公司数据显示，2025年11月，美国 所有品牌的电动车销量同 ...