Tesla(US:TSLA) Sou Hu Cai Jing·2025-10-03 03:25Core Insights - Tesla achieved record highs in both electric vehicle production and energy storage business in Q3 2025, producing approximately 447,450 electric vehicles and delivering 497,099 units globally [1][2] - The energy storage segment also saw significant growth, with a total installation capacity of over 12.5 GWh [1][5] Production and Deliveries - In Q3 2025, Tesla produced 435,826 units of Model 3/Y and 11,624 units of other models, with total deliveries reaching 481,166 for Model 3/Y and 15,933 for other models [2] - The overall production and delivery figures indicate a strong operational performance, with a 2% operating lease accounting for total deliveries [2] Market Performance - In September 2025, Tesla's sales in China reached 71,000 units, representing a 25% month-over-month increase, while total sales for Q3 in China approached 170,000 units, marking a 31% quarter-over-quarter growth [3] Energy Storage Developments - Tesla's Megapack, designed for utility-scale energy storage, is set to achieve an annual production capacity of 50 GWh, with deliveries expected to start in the second half of 2026 [6] - The newly launched Megablock energy storage system features significant improvements, including a 40% reduction in construction costs and a 23% increase in installation speed, designed for a capacity of 20 MWh and a lifespan of 25 years [6] Upcoming Events - Tesla's Q3 financial report is scheduled for release on October 23, 2025, and the company's shareholder meeting will take place on November 7, 2025, where further advancements in AI, humanoid robots, electric vehicles, and energy sectors will be disclosed [6]