来源：环球网 【环球网科技综合报道】1月4日，据CNN报道，2025年全球电动汽车市场格局生变，比亚迪以226万辆 的纯电动汽车销量超越特斯拉，首次登顶全球销冠，而特斯拉则遭遇史上最大年度销量跌幅。 数据显示，比亚迪纯电销量同比增长近28%。而特斯拉2025年交付量同比下滑8.6%至160 万辆，四季度 销量同比大跌15.6%。此前美国7500美元税收抵免政策到期前的抢购潮，虽短暂提振其三季度销量，却 透支了后续市场需求。 外媒指出，特斯拉销量下滑背后多重因素交织。一方面，比亚迪、吉利等车企及传统巨头的围剿加剧市 场竞争；另一方面，特斯拉CEO埃隆·马斯克的政治活动引发欧美消费者抵制，多地特斯拉门店爆发抗 议。为挽救颓势，特斯拉推出低配版Model 3和Model Y，但续航缩水、功能减少的短板难以打动消费 者。（旺旺） ...

Core Viewpoint - The implementation of the mandatory national standard for electric vehicle energy consumption limits, effective January 1, 2026, aims to enhance energy efficiency and reduce costs for consumers while promoting technological advancements in the automotive industry [1][2][3]. Group 1: Impact on Consumers and Vehicle Usage - The new standard requires that all new electric vehicles must meet stricter energy consumption limits, which will lead to longer actual driving ranges and lower operating costs for consumers [2]. - Current non-compliant models can improve their range by approximately 7% through technological optimization to meet the new limits [2]. Group 2: Rationale Behind the New Standard - The establishment of this standard is part of a broader initiative to enhance energy efficiency in the automotive sector, aligning with national carbon reduction goals [3]. - The standard also includes requirements for manufacturers to provide energy consumption data under various temperature conditions, ensuring consumers are well-informed about vehicle performance [3]. Group 3: Effects on Technology and Market Dynamics - The new standard will shift the industry from a model focused on large batteries for extended range to one emphasizing high efficiency and low energy consumption [4]. - Approximately 40% of current vehicle models do not meet the new standards, necessitating technological upgrades to avoid being phased out [4][5]. - The implementation of the standard is expected to drive significant advancements in automotive energy-saving technologies, including lightweight design and improved electric drive system efficiency [5][6].

2025年，全球电动汽车市场的竞争格局迎来一个标志性节点。长期在新能源汽车总销量上保持第一的比 亚迪，其纯电动车型年销量首次超越特斯拉，成为全球新的纯电销量冠军。 最新数据显示，比亚迪2025年全年新能源汽车总销量达到460.2万辆，继续巩固其全球最大新能源汽车 车企的地位。其中，纯电动车型销量约为225.7万辆，同比增长27.86%。相比之下，特斯拉2025年全球 交付量为163.6万辆，同比出现8.6%的下滑。这一数据变化意味着，比亚迪仅在纯电动汽车这一领域， 也实现了对特斯拉的超越。 比亚迪VS特斯拉纯电动汽车 2025年季度销量对比图 海外市场成为比亚迪销量增长的关键。2025年，比亚迪海外销量实现突破性增长，首次突破100万辆大 关，显示出其品牌和产品在全球范围内的强劲吸引力。 此次超越不仅体现在年度总销量上。市场数据显示，在2025年的四个季度中，比亚迪的全球纯电销量均 持续领先于特斯拉，这已是其连续第五个季度实现季度销量超越。这一趋势表明，比亚迪的领先地位并 非偶然，而是其综合竞争力持续释放的结果。 截至目前，比亚迪新能源汽车的业务已遍布全球六大洲、119个国家和地区。在欧洲、南美、亚太等多 个 ...

一份最新报告显示，2026年全球电动汽车销量增速预计将创下自2020年疫情冲击全球经济以来的最低水 平，因为摆脱燃油车的转型之路正面临新的障碍。 本周早些时候公布的数据显示，比亚迪已取代特斯拉，成为2025年全球最大电动汽车制造商，这家中国 企业在欧洲及其他海外市场正持续拓展。 纯电遇冷 据研究机构Benchmark Mineral Intelligence预测，由于欧洲市场增长大幅放缓以及美国市场急速萎缩， 2026年全球电动汽车销量(包括纯电动汽车和插电式混合动力车)预计将仅增长13%至2400万辆，远低于 2025年22%的预估增幅。 企业高管和分析师指出，特朗普政府取消电动汽车税收优惠、欧盟放宽原定2035年生效的燃油车禁令等 因素，都将影响到该行业今年的命运。 在此之前，由中国引领的多年爆发式的电动汽车需求，曾一度预示着燃油车似乎将快速消亡，而燃油车 在过去一个多世纪里一直是全球汽车行业利润的支柱。 据Benchmark Mineral Intelligence的预测，美国电动汽车销量在2025年达到创纪录的150万辆后，今年预 计将下降29%至110万辆。 欧洲电动汽车销量在2025年预计增长33 ...

Sales Performance - The sales data for various electric vehicle manufacturers shows significant growth for several companies, with Li Auto experiencing a decline of 18.8% year-on-year, while companies like Leap Motor and Xpeng Motors reported increases of 103% and 125.9% respectively [1] - BYD has surpassed Tesla for the first time, achieving over 4.6 million total new car sales in 2025, a year-on-year increase of approximately 8%, with pure electric vehicle sales exceeding 2.25 million, up 28% [10] Company Developments - Xiaomi's chairman Lei Jun addressed concerns regarding the quality of their vehicles during a live stream, emphasizing the company's commitment to transparency and correcting misconceptions about their marketing practices [4] - Kimi completed a $500 million Series C financing round, with a post-investment valuation of $4.3 billion, indicating strong market interest and a substantial cash reserve of over 10 billion RMB [6] - Baidu announced plans to spin off Kunlun Chip and seek independent listing on the Hong Kong Stock Exchange, which could enhance its market position and operational focus [25] Market Trends - The overall electric vehicle market is witnessing a shift, with BYD taking the lead in global sales, while Tesla's deliveries have declined, indicating a competitive landscape [10] - The trend of price adjustments in the automotive sector is evident, with BMW adjusting prices across a wide range of models, suggesting a strategic response to market conditions [6]

大家早上好！这里是今天的早报，每天早上，我都会在这里跟你聊聊昨夜今晨发生了哪些大事儿。 昨夜今晨 【特朗普称美国将"管理"委内瑞拉直至实施"安全"过渡】 据央视新闻，当地时间1月3日，美国总统特朗普就美国对委内瑞拉的军事行动举行新闻发布会。 特朗普称，美国将"管理"委内瑞拉直至实施"安全"过渡。他还表示，马杜罗及其妻子都将面临美国司法审判。 特朗普没有为美国的占领设定时间限制。他声称何时将委内瑞拉交还给委内瑞拉人，将由美国决定。 特朗普说，美国对委内瑞拉的石油禁运仍完全有效。特朗普称，"美国在西半球的主导地位再也不会受到质 疑"。 当地时间1月3日中午11时39分，北京时间今天（1月4日）凌晨0时39分，美国总统特朗普、国防部长赫格塞思 在佛罗里达州海湖庄园就美军对委内瑞拉动武、将委内瑞拉总统马杜罗控制并移送出境举行记者会。 【外交部发言人就美国对委内瑞拉实施军事打击答记者问】 外交部发言人就美国对委内瑞拉实施军事打击答记者问。 问：据报道，美国对委内瑞拉实施军事打击。特朗普在"真实社交"发文称，美国已成功对委内瑞拉及其领导人 马杜罗实施大规模打击行动，马杜罗及其夫人已被控制并移送出境。中方对此有何评论？ 答 ...

比亚迪电动汽车 凤凰网科技讯北京时间1月4日，据英国《金融时报》报道，随着全球汽车行业在从燃油车向新能源车转 型过程中遇到了新的障碍，电动汽车销量即将迎来自2020年新冠疫情以来最缓慢的年度增长。 Benchmark的数据显示，美国电动汽车销量在2025年创下150万辆的纪录后，今年将大跌29%，降至110 万辆。欧洲销量预计将在2025年增长33%的基础上，今年再增长14%，达到490万辆。 美国电动汽车销量将大降29% 研究机构Benchmark Mineral Intelligence表示，在欧洲市场增长乏力、美国市场出现萎缩以及中国火热需 求降温的情况下，2026年全球电动汽车销量预计将增长13%，达到2400万辆，低于去年约22%的增幅。 Benchmark预测，在全球最大电动汽车市场中国，销量预计将从2025年的1330万辆增至1550万辆，增速 为17%。该预测既包括纯电动车，也包括插电式混合动力车型。尽管仍保持两位数增速，但中国的预期 增长率将低于截至2025年的五年期间水平。那时，中国新能源汽车(包含插电式混动车型)销量从约110 万辆飙升至超过1300万辆。 企业高管和分析师指出，特朗普政 ...

Group 1 - The National Disaster Reduction and Relief Committee has issued a notice to enhance disaster prevention and response measures, ensuring the safety of people's lives and property during the winter-spring season [4] - As of January 3, the box office for the 2026 New Year holiday period has surpassed 700 million yuan, with films "Zootopia 2," "Avatar 3," and "Hidden Kill" leading the box office [6] - The China National Space Administration announced that the number of space launches in 2025 is expected to reach 92, setting a new historical record [7] Group 2 - In Norway, the market share of Chinese electric vehicles in the passenger car sector has continued to increase, with 24,524 units sold in 2025, accounting for 13.7% of the total new car sales, a rise of 3.3 percentage points from 2024 [10] - BYD reported that its sales of pure electric vehicles reached 2.25 million units in 2025, marking a 28% year-on-year increase, surpassing Tesla to become the world's largest seller [12] - The National Medical Products Administration announced that 76 innovative drugs were approved for market in 2025, significantly exceeding the 48 approved in 2024, setting a new historical high [16]

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 Tesla's annual sales of electric vehicles have been surpassed by Chinese automaker BYD [1] - In 2025, Tesla produced 1.655 million electric vehicles and delivered 1.636 million, both figures 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 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, with a year-on-year delivery decline of about 16% [1] - BYD reported a global electric vehicle sales figure of 2.26 million in 2025, representing a year-on-year growth of 28%, with increasing 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] - According to Cox Automotive, total electric vehicle sales across all brands in the U.S. fell by over 40% year-on-year in November 2025 [1] Industry Outlook - Industry analysts expect that overall electric vehicle sales in the U.S. will continue to remain sluggish in 2026 [2]

Group 1 - BYD has surpassed Tesla to become the global sales leader in pure electric vehicles for 2025, with total sales of 4.6024 million units, a year-on-year increase of 7.73%, while Tesla's sales dropped to 1.636 million units, a decline of approximately 8.6% [1] - BYD's sales of pure electric models reached 2.2567 million units in 2025, reflecting a significant year-on-year growth of 27.86%, which is substantially higher than Tesla's total sales [1] - The shift in market dynamics is seen as a landmark moment for Chinese automotive companies, which are leveraging the transition to electric vehicles to establish a competitive edge in the global automotive industry [1][2] Group 2 - Tesla's sales decline in the first half of 2025 is attributed to intense competition from BYD and other electric vehicle manufacturers, as well as controversies surrounding Elon Musk's political statements [2] - In Europe, BYD has outperformed Tesla, with registration numbers exceeding those of Tesla in major markets like Germany and the UK, while Tesla's sales in Europe fell by 28% [2] - Chinese electric vehicle companies are enhancing their global competitiveness through increased R&D investment, accelerated technological advancements, and a robust domestic manufacturing base, supported by favorable policies [2][3]