Overview
- BYD reported 2,256,714 battery‑electric vehicles sold in 2025, confirming its position as the global BEV leader.
- Tesla’s official 2025 tally was still pending, with analyst estimates pointing to roughly 1.64–1.65 million deliveries after 1.22 million through Q3.
- Forecasts for Tesla’s fourth quarter ranged around 400,000–450,000 vehicles, following a Q3 surge as U.S. buyers accelerated purchases ahead of tax‑credit changes.
- BYD is expanding overseas with rising exports and new production capacity outside China; company data cited 1.05 million NEV exports in 2025, a category that includes hybrids.
- Reporting linked some of Tesla’s 2025 softness, especially in Europe, to Elon Musk’s political support for President Donald Trump.