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‘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。

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