EV Daily | BYD Surpasses Tesla in Europe with 225% Sales Surge as Tesla Struggles with Market Conditions

Generated by AI AgentAinvest Market Brief
Friday, Aug 29, 2025 8:01 am ET1min read
Aime RobotAime Summary

- Tesla's European sales dropped 40% in July, attributed to market conditions and delayed Full Self-Driving rollout.

- BYD outperformed Tesla with a 225% sales surge, selling 13,503 units versus Tesla's 8,837 in July.

- Porsche enhanced its 2026 Macan EV with gaming and advanced driver aids, while SkyDrive and Suzuki demonstrated eVTOLs for 2028 commercial operations.

【Tesla】

Tesla's sales in Europe have experienced a considerable decline, with a 40% drop in July and a 37% decrease year-to-date. This trend is alarming given the overall rise in battery-electric vehicle sales. Tesla's CEO, Elon Musk, attributes the poor performance to market conditions and the inability to launch the Full Self-Driving system in Europe. Despite this, Musk continues to advocate Tesla's camera-only self-driving technology, dismissing the use of radar and lidar. Critics argue that this approach limits Tesla's autonomous driving capabilities when compared to competitors like Waymo and , which utilize sensor fusion.

【BYD】

BYD significantly outperformed in Europe, with a 225% increase in sales, totaling 13,503 units versus Tesla's 8,837 in July. This marks a substantial achievement for BYD, considering its relatively recent entry into the European market.

【Others】

Porsche has enhanced the 2026 Macan EV with new features, including in-car gaming and advanced driver assistance systems, such as 3D Surround View and Active Parking Assist. The vehicle now boasts improved towing capacity and an upgraded AI voice assistant. The base model starts at $78,000, with deliveries planned for Spring 2026. SkyDrive, in partnership with Suzuki, has conducted successful eVTOL demonstration flights at 2025 in Osaka. The company is progressing towards commercial operations of its aerial technology in Japan by 2028. Stellantis' DS Automobiles is launching the electric No4 E-Tense crossover, highlighting competitive pricing and features like aerodynamic efficiency and fast charging. Despite its potential, there is hesitance to bring this model to the US market. is transitioning to the NACS charging standard, starting with the 2026 Cadillac Optiq, and is launching new adapters to facilitate this change. The shift aims to improve charging accessibility for all GM EVs, including the new Chevy Bolt. Dreame Technology, known for smart appliances, plans to enter the BEV market with a luxury model to rival the Bugatti Veyron by 2027, drawing inspiration from Xiaomi's success in transitioning to EVs. expands its charging network with Ford Charge, enhancing access to DC fast chargers across North America. This initiative supports all EVs and is part of Ford's strategy to boost public charging infrastructure. Ford also launches the Puma Gen-E as the first EV to receive the full UK Electric Car Grant, making it more affordable than its hybrid counterpart.

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