特斯拉紧急召回！超1万台Powerwall 2存过热起火风险

Core Viewpoint - Tesla's energy business faces challenges in 2025 due to a recall of approximately 10,500 Powerwall 2 home backup batteries over safety concerns related to overheating and fire risks [1][3] Group 1: Recall Details - The recall is specifically related to lithium-ion battery cells in the Powerwall 2, which may fail during normal use, leading to overheating, smoke, or fire [3] - Tesla attributes the issue to "third-party battery cell defects" but has not disclosed the supplier's information [3] - As of now, Tesla has received 22 related complaints, with 5 incidents resulting in minor property damage, but no reported injuries [3] Group 2: Product Significance - Powerwall 2 is a core product for Tesla's energy division, primarily used in conjunction with solar photovoltaic panels to provide energy storage for homes [3] - The product is crucial for the company's clean energy ecosystem, especially during power outages or peak pricing periods [3] Group 3: Financial Impact - The recall poses a significant impact on Tesla's energy business, which saw a 44% year-over-year revenue increase to $3.42 billion in Q3 2025, accounting for a quarter of the company's total revenue [3] - As the main product in the energy division, safety issues with the Powerwall series could potentially undermine consumer trust [3] Group 4: Customer Assurance - Tesla has stated that the defect does not affect users of the newer Powerwall 3 model, and all affected devices will be replaced for free to alleviate consumer concerns [3]