节点：下游（终端消费/应用）位置：下游情绪：利好参考度：6/10
比亚迪2025年首次斩获全球全年纯电动汽车销量冠军，超越特斯拉。数据显示，比亚迪2025年新能源汽车总销量约460万辆，其中纯电动汽车销量约226万辆；同期特斯拉全年交付量约163万辆。2023年第四季度，比亚迪纯电动汽车销量曾首次在季度维度超越特斯拉，但当年全年仍由特斯拉保持领先。2025年比亚迪在巩固国内市场的同时加速海外扩张，全年海外销量超104万辆（含乘用车及皮卡），较2024年全年海外销量显著增长，出海覆盖超110个国家和地区，欧洲市场表现亮眼，拉美及东南亚市场开拓成效突出..
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