Tesla’s deliveries rose 19% year over year in June, signaling improving demand, even as BYD remained the larger seller. In Q2, BYD sold about 557,090 BEVs versus Tesla’s 480,126. Quarterly results helped BYD, though Tesla briefly retook the lead in the first three months of 2026. Market data suggests the competition is tighter than share figures show, including BYD’s roughly 280,000 BEVs in June.
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