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BYD delivered 557,090 battery-electric vehicles in the three months through June. Tesla, according to Bloomberg analyst consensus, is expected to land somewhere around 397,000 total deliveries for the same quarter. That gap — roughly 160,000 vehicles — isn’t a rounding error. It’s a continent’s worth of cars. And it confirms what the 2025 full-year numbers already suggested: BYD moved 2.26 million BEVs last year versus Tesla’s 1.64 million, per compiled global sales statistics. The EV leadership story you grew up with has a plot twist, and it arrived without a press conference.

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