特斯拉可能跑不赢比亚迪！

兴业证券分析师余小丽指出，特斯拉 2022 全年交付量受到海运能力不足、上海工厂停产、4680 电池产能不足、一体化压铸良率低下、需求减弱等因素影响，未完成全年 140 万台的销量目标，实际完成 131.4 万台，达成率为 94%。

横向比较，特斯拉弱于主要竞争对手比亚迪。比亚迪在 2022 二季度首次季度销量超越了特斯拉，而且比亚迪的新品投放、产能储备、产能爬坡速度均优于特斯拉，预计比亚迪新能源汽车销量会长期领先于特斯拉。

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