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总结
多家媒体援引最新销量与交付数据称，特斯拉电动车销量连续第二年下滑，已失去“全球最大电动车制造商/销量第一”的地位，中国车企比亚迪在统计口径下实现反超。报道指出，价格战加剧、主要市场需求放缓以及产品更新节奏等因素，令特斯拉销量承压并降至自2022年以来的低位区间。排名变化不仅影响两家公司的市场预期与资本市场情绪，也凸显全球电动车产业竞争重心向中国供应链与规模化厂商倾斜的趋势。
正文
Tesla loses title as world's biggest electric vehicle maker as sales fall for second year in a row AP News China's BYD Surpasses Tesla as World Leader in Electric Car Sales The New York Times Tesla loses ground to China, but the battery war isn't over Financial Times Tesla sales fall to lowest point since 2022 Axios China's BYD overtakes Tesla as world's top EV seller for the first time CNBC
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