China Southern CSI 300 ESG Benchmark ETF(560180.SH)

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China Southern CSI 300 ESG Benchmark ETF
560180.SH
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In 2025, annual sales could not compete, and Tesla ceded the EV crown to BYD

Tesla announced its sales data for 2025, with annual sales of approximately 1.64 million vehicles, a decline of over 8% compared to 2024, officially yielding to BYD, which sold 2.26 million electric vehicles. Tesla delivered 418,227 vehicles in the fourth quarter, below market expectations. The U.S. government announced the cancellation of the $7,500 electric vehicle tax credit, which may affect electric vehicle demand. Tesla faces fierce competition from BYD and other automakers

法新社·
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法新社·
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BYD Dec sales breakdown: Qin 60,667 units, Song 55,169

BYD reported its December sales, with the Qin series leading at 60,667 units, despite a 27.44% year-on-year decline. The Song series sold 55,169 units, down 55.82% year-on-year, but was the best-selling model for 2025 with 788,003 units sold. The Seagull and Seal series also showed significant sales, with the Seagull achieving a 10.48% increase year-on-year. Overall, BYD's sales reflect a mixed performance across its model lineup for the year.

CnEVPost·
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Tesla's fourth-quarter delivery volume was 418,227 vehicles, falling short of expectations and significantly lagging behind BYD for the entire year

Tesla's fourth-quarter delivery volume decreased by 16% year-on-year to 418,227 vehicles, compared to an estimate of 440,907 vehicles. In contrast, BYD achieved growth in both fourth-quarter and annual sales of battery electric vehicles, with annual deliveries approaching 2.26 million electric vehicles, while Tesla delivered 1.64 million vehicles

Wallstreetcn·
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Tesla EV sales fall short of Wall Street's low expectations

Tesla's EV sales fell short of Wall Street's expectations, delivering 418,227 vehicles in Q4 2025, below the anticipated 440,000. This marks Tesla's second consecutive annual sales decline, with total sales dropping to 1.63 million in 2025 from 1.78 million in 2024. Meanwhile, rival BYD reported a 27% increase in EV sales, solidifying its position as the largest global seller of battery-powered vehicles. Tesla's stock fell 1.9% amid a seven-session losing streak, and analysts predict a challenging market ahead for EV sales due to affordability issues.

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CATL to sharpen focus on sodium-ion batteries

CATL is intensifying its focus on sodium-ion batteries, planning large-scale deployment in various applications including battery swap stations and vehicles. This shift is driven by rising lithium prices, which have surged over 50% recently, increasing costs for lithium-ion batteries. CATL, a pioneer in sodium-ion technology, aims to establish a 'Dual-Star' trend with both battery types. The company has introduced its Naxtra brand, targeting energy densities of up to 175 Wh/kg for passenger cars, as an alternative to lithium-ion batteries.

electrive·
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electrive·
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