RT Tesla Owners Silicon Valley (@teslaownersSV)Tesla Model Y performance is powering a whole espresso cart. This is the second Tesla that has vehicle to load. It is absolutely insane and the Tesla team did a great job by adding this https://t.co/UkNxYe7tOU ...

Thankful for our leadership team @kgee @stephenpallotta @SjvTesla https://t.co/FXGm79AXmTMelissa Cohoon (@MelissaCohoon):Great afternoon at @PaloAltoFire with the fam, Santa, @Tesla team, @ConMorri03, @SjvTesla and @teslaownersSV 🎁 https://t.co/pQzfh0Edaa ...

RT Melissa Cohoon (@MelissaCohoon)Great afternoon at @PaloAltoFire with the fam, Santa, @Tesla team, @ConMorri03, @SjvTesla and @teslaownersSV 🎁 https://t.co/pQzfh0Edaa ...

证券研究报告·行业研究·电力设备与新能源行业 需求强劲，价格弹性可期，开启新周期 --电动车2026年年度策略 首席证券分析师 ：曾朵红 执业证书编号：S0600516080001 联系邮箱：zengdh@dwzq.com.cn 联系电话：021-60199798 2025年12月14日 请务必阅读正文之后的免责声明部分 备注：全文的"预计"如果没有特别说明，均为东吴证券研究所电新组预测 1 摘要： 2 ◆ 26年国内预计销量同增15%，欧洲销量持续高增，全球有望14%增长，考虑带电量提升，预计动力电池维持20%增长。25年国内 汽车消费政策持续+购置税退坡前抢装+出口强劲，全年预期30%增长至1676万辆，26年购置税退坡，预计Q1需求短期承压，且 我们预计26年"两会后"以旧换新补贴续力释放，有望托底26年销量，叠加重卡+出口强势高增，预计2026年新能源车销量1925 万辆，同增15%。欧洲补贴退坡消化完毕，叠加25H2起新车周期，预计全年34%增长至394万辆，26年英国、意大利等市场政策 加码，叠加新车刺激，预计维持30%增长。美国不确定性增加，短期需求放缓，新车型延期，预计25年销量增速放缓至4% ...

Dropping a jaw breaking video of @MrColionNoir first Drive in a tesla Cybertruck with Franz @woodhaus2Subscribers get it now & followers tomorrow. ...

Group 1: Core Insights - The report highlights a new growth cycle for energy storage, projecting significant increases in installed capacity and demand in both domestic and international markets [2][5][32] - Domestic energy storage demand is driven by capacity pricing and innovative business models, with a projected installed capacity of 163 GWh in 2025, a 47% year-on-year increase, and 265 GWh in 2026, a 60% increase [2][32] - Internationally, the U.S. is experiencing a surge in demand due to AI data centers, while Europe and emerging markets are also showing strong growth potential [2][34] Group 2: Domestic Market Dynamics - In the domestic market, the introduction of capacity pricing subsidies by local governments has significantly boosted the internal rate of return (IRR) for energy storage projects, with IRR rates ranging from 6% to 12% [2][13] - The report notes that from January to November 2025, domestic energy storage bidding reached 190 GWh, a 138% increase year-on-year, with a total of 175 GWh awarded [2][27] - The cumulative installed capacity of domestic energy storage reached 72 GWh from January to October 2025, marking a 42% increase year-on-year [2][27] Group 3: International Market Trends - The U.S. is expected to see a demand for approximately 53 GWh of new energy storage installations in 2025, driven by AI data centers and peak load shortages [2][34] - In Europe, the energy storage market is projected to grow significantly, with an expected installation of 20 GWh in 2025, a 131% increase year-on-year, and 42 GWh in 2026, a 109% increase [2][34] - Emerging markets, particularly in the Middle East, Australia, Southeast Asia, and South America, are anticipated to contribute to a combined installation of 34 GWh in 2025, a 220% increase year-on-year [2][34] Group 4: Industry Chain and Competitive Landscape - The global demand for energy storage batteries is projected to reach 628 GWh in 2025, a 91% increase, and 663 GWh in 2026, a 61% increase [2][6] - The report indicates that leading companies in the energy storage sector, such as Tesla and BYD, are expected to strengthen their market positions as battery prices stabilize and production capacity increases [2][6] - The integration of large battery cells is expected to reduce system costs by 10-15%, enhancing the competitive advantage of leading firms [2][6] Group 5: Investment Recommendations - The report recommends strong investment in large-scale energy storage companies, including Sungrow Power Supply, CATL, and BYD, as they are positioned to benefit from the anticipated growth in the market [2][6] - It also highlights the potential for growth in residential and commercial energy storage sectors, suggesting companies like DeYe and Airo Energy as promising investment opportunities [2][6]

9mm unloaded on Tesla Cybertruck by @tarantactical @TetianaGaidar @ArmoredCG https://t.co/NArGcfzzpw ...

RT Melissa Cohoon (@MelissaCohoon)New sleigh, who dis? Was great to see them loving the new MYP. 🛷 ...

Mr and Mrs Santa Claus in Tesla Model Y Performance https://t.co/ZSYREfDr9Y ...

据韩国媒体 Jukan 报道，三星电子会长李在镕近日到访位于美国得克萨斯州泰勒市的晶圆厂，并与 马斯克举行会面。双方围绕特斯拉 AI5 芯片及下一代 AI6 芯片的合作方向与技术细节展开深入磋 商。 报道中最引人关注的细节是，马斯克将在三星泰勒晶圆厂内设立一间专属办公室，并亲自监督部分芯 片的生产流程，以此加快工程反馈与决策效率。 长期以来，马斯克素以偏好亲自掌控关键决策而著称，从电动汽车、航天科技到人工智能（AI）领域 均是如此。如今，芯片制造显然已成为他高度关注的全新战略赛道。 目前，特斯拉已跻身三星在美国市场的最大合作伙伴之列。双方此前曾签署一份总额高达 165 亿美 元的合作协议，三星将为特斯拉提供从芯片设计、制造到量产的全流程半导体生态体系支持。 尽管获得三星的强力支持，马斯克仍认为，现有晶圆代工合作伙伴恐怕难以完全满足特斯拉未来对定 制化芯片的需求 —— 这也是他构想打造独立芯片供应链的重要原因之一。 公众号记得加星标⭐️，第一时间看推送不会错过。 特斯拉CEO马斯克正以前所未有的力度推进自家芯片制造计划。据悉，特斯拉主要晶圆代工伙伴三星 电子，将在其位于美国德州泰勒市的晶圆厂内，为马斯克设立一间 ...