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总结
多家外媒报道，中国车企比亚迪在最新年度的全球电动车销量上超过特斯拉，成为新的全球最大电动车卖家。特斯拉年度交付/销量连续第二年下滑，因而失去长期保持的“电动车销量冠军”地位。该变化显示全球电动车市场竞争进一步加剧，头部厂商份额正在重新分配，或将影响特斯拉的增长预期、定价与产品节奏，也会带动资本市场对行业景气与竞争格局的再评估。
正文
Tesla loses EV crown to BYD after second annual sales drop Moneycontrol China's BYD overtakes Tesla as world's top EV seller bbc.com China's BYD overtakes Tesla as world's biggest electric car seller The Guardian Tesla sales slip as it loses EV crown to China's BYD in 2025 The Hindu Tesla loses title as world's biggest electric vehicle maker as sales fall for second year in row The Economic Times
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