2025年EV销量比亚迪超过特斯拉37%=61万辆，特斯拉下降9%，比亚迪上升28%

[metropolis]

China's BYD overtakes Tesla as world's top EV seller​

1 day ago

Osmond Chia,Business reporter and Danielle Kaye,Business reporter

Getty Images
China's BYD has overtaken Elon Musk's Tesla as the world's biggest seller of electric vehicles (EVs), marking the first time it has outpaced its American rival in annual sales.

Tesla car sales dropped by nearly 9% in 2025 to 1.64 million vehicles sold worldwide, the carmaker said on Friday - its second consecutive year of falling car deliveries.

Those figures placed Tesla behind BYD, which said on Thursday that sales of its battery-powered cars rose last year by almost 28% to more than 2.25 million.

The US firm has faced a tough year with a mixed reception to new offerings, unease over Musk's political activities and intensifying competition from Chinese rivals.

Tesla's car sales fell 16% during the last three months of 2025. The drop was partly due to the repeal of a government subsidy that had helped knock as much as $7,500 (£5,570) off the price of certain battery electric, plug-in hybrid or fuel cell vehicles.

Wall Street analysts have recently lowered their Tesla sales estimates for 2026, signalling an increasingly gloomy outlook.

Chinese firms such as Geely, MG, and BYD - now the country's largest electric car company - have put pressure on Western rivals by pricing their vehicles below established brands.

In October, Tesla responded by launching lower-priced versions of its two best selling models in the US in a bid to boost sales.

Musk, who is already the world's richest man, is tasked with significantly boosting Tesla's sales and stock market value over the next decade to secure a record-breaking pay package. The deal, which was approved by shareholders in November, could see him getting a payout of as much as $1tn (£740bn).

As part of the agreement, Musk also has to sell a million humanoid robots over the next ten years. Tesla has invested heavily in its "Optimus" product and self-driving "Robotaxis".

Analysts say Tesla's robotaxi and self-driving rollout in 2026, which has helped send its share price to a record high, will be crucial to its overall performance.

Though there are big questions surrounding Tesla self-driving ambitions, some remain optimistic. Dan Ives from Wedbush Securities says Tesla will own about 70% of the self-driving market over the next decade "as no other company in the world can match the scale and scope" of the firm.

Besides Tesla, Musk's business interests also include the social media platform X, the rocket firm SpaceX and the Boring Company, which digs tunnels.

Those commitments, along with running US President Donald Trump's Department of Government Efficiency (Doge) early last year, led some investors to suggest that Musk was not focusing enough on Tesla.

China's BYD overtakes Tesla as world's top EV seller

It marks the first time the Chinese firm has outpaced its American rival for annual sales.

www.bbc.com

 

[welcomelm]

拐点已到

比亚迪表示，12月份销量为420,398辆，同比下降18%，为连续第四个月销量下滑

 

[metropolis]

拐点已到

比亚迪表示，12月份销量为420,398辆，同比下降18%，为连续第四个月销量下滑

引自一楼，第四季这两个公司下降幅度差不多：

Tesla's car sales fell 16% during the last three months of 2025.

 

[PipiMom]

比亚迪主要是亚洲市场吧。 人多。

 

[metropolis]

电动车之争已见分晓：比亚迪完胜特斯拉！​

发表时间： 03/01/2026 - 01:15

特斯拉落在了比亚迪的后面！世界首富马斯克的特斯拉电动车在2025年的交付量暴跌，跌幅超过8%，而其中国竞争对手比亚迪尽管销量在年底有所下滑，但同期的交付量却是增长了28%。2025年，比亚迪在全球的电动车销量比特斯拉多出60多万辆，稳居全球汽车电动化第一的位置。

法国世界报 RFI

法国世界报周五就此发表文章表示，电动车之争已见分晓：比亚迪完胜特斯拉！

法国世界报写道，中国电动汽车制造商比亚迪成立于1995年，由化学工程师王传福创立；而美国特斯拉成立于2003年，自2004年起由埃隆·马斯克执掌。2025年，总部位于深圳的比亚迪在全球共售出460万辆汽车，其中226万辆为纯电动车。同年，特斯拉仅售出164万辆纯电动车，比比亚迪少了60多万辆。

法国世界报指出，特斯拉在欧洲市场，尤其是在德国，销售的表现不佳，这与埃隆·马斯克的政治立场密切相关。马斯克与美国总统特朗普关系密切，并在2025年1月至5月期间主掌美国“政府效率”部。此外，马斯克还在多个欧洲国家尤其是德国和英国，公开支持极右翼人物。特斯拉最初深受欧洲的那些 零排放出行先锋们的青睐，这些消费者往往希望彰显环保意识，但当马斯克站到否认气候变化的总统特朗普一边后，特斯拉品牌的吸引力就明显下降了。

除了欧洲，特斯拉在美国也遭遇了重创。特朗普政府于9月底取消了针对电池电动车的7500美元补贴。特斯拉随后放弃推出小型车，并逐渐失去了“电动车先锋”的形象，特斯拉创新乏力的问题开始显现，同时，马斯克的注意力似乎也不再完全放在汽车上了。不过，在部分国家，特斯拉仍具竞争力。比如，在挪威这个电动车占新车销量96%的国家，特斯拉2025年仍占据19.1%的市场份额，高于大众的13.3%，也高于所有中国品牌合计的13.7%。

与此同时，比亚迪在中国本土市场也曾遭遇挫折：比亚迪被中国监管部门指责发动价格战、加剧通缩压力，并被要求调整过于激进的销售策略，随后比亚迪下调了销量目标。在技术形象上，比亚迪仍受制于其“电池制造商”的出身，在高度追捧科技感的中国消费者眼中，比亚迪不如小米、华为等智能手机和软件巨头那样时尚。尽管如此，2025年其销量仍增长了7.7%，只不过这是比亚迪近五年来增幅最低的一年。

中国市场需求放缓，促使比亚迪加速海外扩张。2025年，比亚迪在中国以外的市场售出了105万辆汽车，同比增长150%。2026年，有望达到150万至160万辆。

“中国已经迈过一个关键阶段”

2025年，比亚迪在销量和品牌形象上全面压倒特斯拉，反映出中美两国在电动化道路上的根本分歧。法国世界报援引的专家表示说，中国已经迈过了一个关键阶段：电动化不再主要依赖政策的推动，而是由市场来主导；相比之下，美国和欧洲仍然高度依赖补贴、混动车型以及消费者的信心。这一差异赋予中国显著的工业优势，使中国能够凭借规模效应，生产出在价格上可与燃油车竞争的电动车。

此外，电动车的普及是自动驾驶发展的第一步。中国正在自动驾驶领域引领节奏。可能，中国在自动驾驶领域发生的一切，不会只停留在中国。

特斯拉还能够迎头赶上吗？就这个问题，法国世界报表示，投资者似乎依然对特斯拉保持乐观，押注马斯克能够将特斯拉打造为自动驾驶和人形机器人领域的领军者。2025年，特斯拉尽管销售表现不佳，但其股价仍然上涨了11%。从资本市场来看，优势仍然在美国的特斯拉一边：特斯拉的市值高达1.47万亿美元，而比亚迪约为1300亿美元。

作者：阿曼亭

法国世界报 - 电动车之争已见分晓：比亚迪完胜特斯拉！

特斯拉落在了比亚迪的后面！世界首富马斯克的特斯拉电动车在2025年的交付量暴跌，跌幅超过8%，而其中国竞争对手比亚迪尽管销量在年底有所下滑，但同期的交付量却是增长了28%。2025年，比亚迪在全球的电动车销量比特斯拉多出60多万辆，稳居全球汽车电动化第一的位置。

www.rfi.fr

 

[m234]

我去葡萄牙，出租司机说他想买BYD，但要等6个月才能拿到，于是买了其他牌子