特斯拉三季度储能装机量12.5GWh，第三代Megapack明年下半年开始交付

Core Insights - Tesla's energy storage deployment reached 12.5 GWh in Q3 2025, contributing to a total of 32.5 GWh for the first three quarters of the year, driven by the Shanghai Gigafactory's production capacity [1] - The Shanghai Gigafactory, Tesla's first overseas energy storage facility, aims to produce 10,000 units of the new Megapack 2 XL annually, with a total storage capacity of nearly 40 GWh [1] - Tesla's energy business is growing rapidly, with a 48% year-over-year increase in energy storage deployment in the first half of 2023, reaching 20 GWh [5] Production and Capacity - The Shanghai Gigafactory is a key production and export base for Tesla's energy storage products, addressing capacity challenges [1] - Tesla plans to achieve an annual total production capacity of 80 GWh across its facilities in the U.S. and China [1] - The third-generation Megapack is expected to have an annual capacity of 50 GWh, with deliveries starting in the second half of 2026 [3] Product Innovations - The new Megapack 3 features a capacity increase from 3.9 MWh to 5 MWh, utilizing a new lithium iron phosphate (LFP) battery cell technology [3] - The Megablock product integrates four Megapack 3 units with transformers and switchgear, simplifying installation and reducing assembly complexity [4] - The Megablock unit has a capacity of 20 MWh, a lifespan of 25 years, and a round-trip efficiency of 91% under medium voltage conditions [5] Market Position - Tesla holds a 15% market share in the global battery storage system market, ranking first, while its competitor, Sungrow, holds 14% [5] - In 2023, Tesla surpassed Sungrow to become the market leader, with Sungrow's market share declining from 16% to 11% [5] - According to InfoLink, the top five global energy storage system suppliers in the first half of 2025 included Sungrow, Tesla, BYD, CRRC Zhuzhou, and Haibo [6]