Tesla(US:TSLA) Sou Hu Cai Jing·2025-07-24 07:42Core Insights - Tesla reported a revenue of $22.5 billion (approximately 160.9 billion RMB) for Q2 2025, with global deliveries exceeding 384,000 vehicles [1] - The Shanghai Gigafactory delivered 191,000 vehicles in Q2, marking a 10.98% increase from Q1, with June sales reaching 61,000 units, a 59% month-over-month increase [1][2] - Tesla's energy storage business achieved an installation capacity of 9.6 GWh in Q2 2025 [1] Group 1: Financial Performance - Tesla's Q2 2025 revenue reached $22.5 billion, reflecting strong sales and operational performance [1] - The company delivered over 384,000 vehicles globally in the same quarter, indicating robust demand [1] Group 2: Production and Sales Milestones - The Shanghai Gigafactory's Q2 delivery of 191,000 vehicles represents a 10.98% increase from the previous quarter [1] - In June, Tesla's domestic sales in China hit 61,000 units, a record for the quarter, with a year-over-year increase of 3.7% [1][2] - The refreshed Model Y led the domestic passenger car sales in China with over 44,000 units sold in June [2] Group 3: Expansion and New Initiatives - Tesla's Robotaxi service was launched in Austin, with plans to expand significantly across the U.S. [4] - The company aims to cover approximately half of the U.S. population with its autonomous taxi service by the end of the year [5] - Tesla's third-generation humanoid robot is expected to be launched this year, with mass production planned for next year [6] Group 4: Energy Storage Developments - Tesla's energy storage system, Megapack, saw a deployment increase of over 110% in 2024 [7] - The company has installed a total of 47 GWh of industrial energy storage systems globally, with over 23 GWh already operational [7] - Tesla plans to build a third energy storage Gigafactory near Houston, Texas, in 2026 [7]