Tesla‘s Q2 Global Deliveries Drop to 384K, Lag Further Behind BYD
特斯拉第二季度全球交付量降至 38.4 万辆，进一步落后于比亚迪
Tesla delivered 384,122 vehicles globally in Q2 2025, missing Wall Street’s estimate of 389,407. Global deliveries fell 13.48% year-on-year, the second straight quarterly decline, though up 14.09% from Q1. Model 3/Y accounted for 373,728 units, down 11.52% YoY but up 15.42% QoQ. Production reached 410,244 vehicles, with 9.6 GWh of energy storage deployed. China’s wholesale sales hit 191,720, making up 49.91% of global deliveries. Tesla trails BYD in the BEV market, with financial results due on July 23.
特斯拉 2025 年第二季度全球交付 384,122 辆汽车，低于华尔街 389,407 辆的预期。全球交付量同比下降 13.48%，连续第二个季度同比下滑，但环比第一季度增长 14.09%。Model 3/Y 交付 373,728 辆，同比降 11.52%，环比增 15.42%。产量达 410,244 辆，部署 9.6 GWh 储能产品。中国批发销量 191,720 辆，占全球交付量的 49.91%。特斯拉在纯电市场落后于比亚迪，财务业绩将于 7 月 23 日公布。
