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BYD Reports Record 2.26 Million EVs Sold in 2025, Poised to Top Tesla

Investors now await Tesla's full-year count to confirm a new global EV sales leader.

Overview

  • BYD disclosed the 2025 electric-vehicle total in a filing to the Hong Kong Stock Exchange and described it as a single-firm global record.
  • Tesla had reported 1.22 million EVs through September 2025, with its full-year figure due Friday to determine whether BYD finished first.
  • The company also sold 4.60 million new energy vehicles including plug-in hybrids in 2025 after trimming its annual target to that level.
  • BYD is pushing deeper into Southeast Asia, the Middle East, and Europe as steep U.S. tariffs limit access to that market.
  • Price-sensitive demand in China is pressuring profitability, reinforcing BYD’s drive to grow sales outside its home market.