Tesla(US:TSLA) Xin Lang Cai Jing·2026-01-03 05:54Core Insights - Tesla reported its global production and delivery figures for 2025, producing approximately 1.655 million electric vehicles and delivering about 1.636 million vehicles, with a significant increase in energy storage installations [1][4]. Production and Deliveries - In Q4 2025, Tesla produced around 434,358 vehicles and delivered 418,227 vehicles, with Model 3/Y accounting for 422,652 units produced and 406,585 units delivered [2][5]. - For the entire year of 2025, Model 3/Y production reached 1,600,767 units, while deliveries were 1,585,279 units [3][6]. Energy Storage - Tesla's energy storage installations totaled 46.7 GWh for 2025, marking a year-over-year growth of 48.7%. In Q4 alone, the installation reached 14.2 GWh, a quarter-over-quarter increase of 13%, setting a new quarterly record [1][4]. Infrastructure Expansion - The Tesla Supercharger network expanded by 18% in 2025, and the global installation of Powerwall surpassed one million units [1][4]. Safety Improvements - Tesla's advanced driver-assistance system has reduced the rate of major collision incidents to one-eighth of the average on U.S. roads [1][4]. Milestones - On December 30, 2025, Tesla's global production milestone was achieved with the rollout of the 9 millionth electric vehicle at the Shanghai Gigafactory [1][4].