特斯拉上半年储能业务快速增长

Group 1 - Tesla has been officially designated as the vehicle provider for the 25th China International Fair for Investment and Trade, marking its first role as an official vehicle for a national-level exhibition in China [1][2] - Since entering the Chinese market in 2013, Tesla has made significant investments, including the establishment of the Shanghai Gigafactory, an innovation center, a data center, and a storage factory, along with over 560 direct sales stores and 340 service centers across China [2] - The Shanghai Gigafactory is projected to deliver over 916,000 electric vehicles in 2024, accounting for more than half of Tesla's global deliveries, with a cumulative total of over 8 million vehicles expected by June 2025, of which nearly 3 million will come from Shanghai [2] Group 2 - The global energy storage system shipment volume increased by 85.7% year-on-year to 167.1 GWh in the first half of the year, driven by markets in China and the Americas, with Tesla ranking among the top three suppliers [3] - Tesla's energy storage deployment reached 20 GWh in the first half of the year, reflecting a 48% year-on-year growth, with the Shanghai storage factory being a key production site [3][4] - The Shanghai storage factory is Tesla's first energy storage facility outside the U.S., with a planned annual production capacity of 10,000 Megapack systems, equating to nearly 40 GWh, enough to power 5 million households for a year [4]