特斯拉增长最快的业务熄火了!

Group 1 - Tesla's energy storage business, once a strong growth area, has experienced a decline in installation for two consecutive quarters, with total installations dropping to 9.6 GWh in Q2, down 0.8 GWh from Q1 and below the peak of 11 GWh in Q4 of the previous year [1] - Revenue from Tesla's energy storage and solar business has significantly increased from $2 billion in 2020 to $10.1 billion last year, indicating rapid growth prior to the recent downturn [1] - The overall performance of Tesla is now facing new challenges due to the slowdown in battery storage deployment, which raises concerns about the company's future growth prospects [1] Group 2 - The global energy storage market saw a record high in new installations in Q1, with a year-on-year increase of 57%, but analysts warn that this growth may not be sustainable due to two main challenges: tariff pressures and policy support uncertainties [3] - Tariff barriers imposed by the U.S. on imported batteries and components could impact the economic viability of storage projects [3] - Uncertainties surrounding policy support, particularly the potential repeal of key provisions in the Inflation Reduction Act, may hinder the growth of the energy storage sector [3][4]