Tesla(US:TSLA) Zhong Guo Xin Wen Wang·2026-01-29 10:52Core Insights - Tesla's 2025 annual report reveals a global production of approximately 1.655 million electric vehicles (EVs) and deliveries of 1.636 million EVs, with record high deliveries in the Asia-Pacific market [2] - The Shanghai Gigafactory delivered 851,000 EVs, accounting for over half of Tesla's global deliveries, maintaining its status as the largest export hub [2] - The Model Y remains the best-selling SUV in China for the year [2] - Tesla is evolving into a comprehensive technology company encompassing autonomous driving, humanoid robots, electric vehicles, and sustainable energy [2] - CEO Elon Musk emphasized the potential of AI and robotics to elevate human income and prosperity, moving beyond basic income [2] - Tesla plans to increase investment in humanoid robot design and production lines in 2026 [2] - In energy storage, Tesla's total installed capacity for storage products reached 46.7 GWh in 2025, a year-on-year increase of 48.7%, with Q4 installations at 14.2 GWh, marking record highs for both quarterly and annual figures [2] Group 1 - The Shanghai energy storage super factory officially commenced production in February 2025, with an annual capacity of 10,000 Megapacks and a storage scale of nearly 40 GWh [3] - By the end of 2025, the factory had produced 2,000 Megapacks, with products exported to Europe and Australia [3]