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BYD Overtakes Tesla as 2025 Global Battery-Electric Sales Leader

BYD's volume was fueled by rapid export growth.

Overview

  • BYD reported selling 2.26 million battery-electric vehicles in 2025 and 4.6 million total including plug-in hybrids.
  • Tesla delivered about 1.64 million vehicles in 2025, down roughly 8% year over year, marking a second straight annual decline.
  • BYD said overseas sales reached roughly one million vehicles in 2025, supported by a fast-growing European presence and plans to build in Hungary.
  • Tariffs in the U.S., Canada and the EU constrained Chinese EV imports, prompting Chinese brands to expand local manufacturing and emphasize plug-in hybrids to ease duties.
  • In Italy, total registrations fell 2.1% to about 1.526 million while full-electrics rose to 94,230 (6.2% share) with a December surge, and BYD reported a 3.1% market share for the month.