从Megapack到太空光伏,马斯克颠覆式提出能源终极方案
TeslaTesla(US:TSLA) Di Yi Cai Jing·2026-01-11 09:45

Group 1: Core Concepts - Musk proposed that solar energy is the only answer for humanity's energy freedom and that the future unit of wealth will be measured in "watts" instead of currency [2][4] - The first step in Musk's plan involves using Tesla's Megapack battery to store excess electricity from power plants at night, aiming to double the efficiency of the existing power grid [4] - The second step includes launching solar AI satellites into space to maximize solar energy utilization, with an estimated requirement of 8,000 launches per year for deployment [4][5] Group 2: Industry Developments - Tesla's energy storage products saw significant growth, with a total installed capacity of 46.7 GWh in 2025, representing a 48.7% year-on-year increase [4] - The fourth quarter of 2025 recorded a new quarterly installation record of 14.2 GWh, reflecting a 13% quarter-on-quarter growth [4] - The concept of space photovoltaics is gaining traction, with industry leaders noting that solar panels in space can generate 7 to 10 times more energy than those on Earth, addressing issues of intermittency and degradation [6] Group 3: Future Prospects - The space photovoltaic market is expected to have a massive potential, with low Earth orbit satellites alone projected to create a trillion-dollar market [6] - Companies like JinkoSolar and Trina Solar are accelerating their efforts in commercializing perovskite technology for space applications, indicating a new era in space photovoltaics and interstellar computing [6] - Analysts suggest that with decreasing commercial space launch costs and breakthroughs in battery technology, space photovoltaics could gradually commercialize over the next 10 to 15 years [6]

从Megapack到太空光伏,马斯克颠覆式提出能源终极方案 - Reportify