Tesla(US:TSLA) Sou Hu Cai Jing·2025-11-14 12:09Core Viewpoint - Tesla is recalling 10,500 units of its Powerwall 2 energy storage products due to fire risks, which has led to a 6.64% drop in the company's stock price [1][3]. Group 1: Recall Details - The recall is due to potential overheating and malfunction of the battery systems, which could increase the risk of burns or fatalities. Tesla has received 22 reports of overheating, including 6 smoke incidents and 5 fire incidents resulting in minor property damage, with no injuries reported [3]. - Tesla attributes the recall to defects in third-party batteries but has not disclosed the supplier's identity [3]. Group 2: Company Response - Tesla emphasizes that the recall will not affect customers purchasing new Powerwall devices. The company is remotely limiting the charging capacity of affected units to minimize risks and is arranging free replacements for users [5]. - In Q3, Tesla's energy storage division, which includes Powerwall sales, saw a 44% year-over-year revenue increase, reaching $3.42 billion [5]. Group 3: Future Plans - Tesla's AI department executives indicated that the upcoming year will be challenging for employees. CEO Elon Musk has stated that the company's long-term focus is on autonomous driving and the humanoid robot "Optimus" [7]. - Tesla plans to launch autonomous taxi services in 8 to 10 regions by the end of this year, with over 1,000 self-driving taxis expected to be operational, and aims to start production of "Optimus" by the end of next year [7].