Overview
- BYD reported 2.26 million battery‑electric deliveries for 2025, the highest annual EV total by any automaker.
- Total BYD sales reached 4.6 million vehicles, meeting its reduced target as full‑year growth slowed to 7.7% and December fell 18.3% year on year.
- BYD’s overseas deliveries climbed to about 1.05 million, helping offset a tougher market in China.
- Tesla took the unusual step of publishing its own Q4 delivery consensus at roughly 423,000 vehicles, indicating a double‑digit drop from a year earlier.
- Tesla’s preliminary 2025 tally of about 1.64 million vehicles points to a second straight annual decline, reflecting weaker U.S. demand after tax‑credit expiry, production retooling and intensifying competition.