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总结
多家外媒称，中国车企比亚迪在最新年度或季度的电动车销量上超过特斯拉，成为全球电动车销量领先者。报道指出，特斯拉销量跌至2022年以来低位并连续第二年走弱，除竞争加剧外，还受到马斯克政治表态引发的反感情绪、部分地区税收抵免到期等因素拖累。领先地位变化或重塑全球新能源车竞争格局，并对两家公司股价预期、交付节奏与市场策略带来压力。
正文
BYD sales pull ahead as Tesla stumbles on sales and politics Euronews.com China's BYD Surpasses Tesla as World Leader in Electric Car Sales The New York Times Tesla Is No Longer the Leader in Global EV Sales as China's BYD Claims the Crown Car and Driver Tesla loses title as world's biggest electric vehicle maker as sales fall for second year in a row AP News Tesla sales hit lowest point since 2022 after Musk backlash and end of tax credit Axios
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