特斯拉将自产磷酸铁锂电池！

Group 1 - The event "2025 Fifth Electric Two-Wheeler Battery Swap Conference and Lightweight Power Battery Technology Summit Forum" will be held on July 10-11, 2025, in Shenzhen, focusing on battery swapping technology for two-wheelers [2] - Tesla is establishing its own battery production line to reduce reliance on battery manufacturers, with the completion of its first lithium iron phosphate battery factory in North America located in Sparks, Nevada [2][3] - The Nevada Gigafactory is one of Tesla's major battery production facilities, primarily producing batteries for energy storage and vehicles, while also planning to build a 4680 battery factory and an electric semi-truck factory [3] Group 2 - Tesla's upstream layout, including the operation of its lithium refining plant in Texas, is a significant indicator of its commitment to establishing a complete battery supply chain [6] - The Texas lithium refining plant is the first large-scale battery-grade lithium refining facility in the U.S., with an expected annual capacity of 50 GWh [6] - Tesla aims to reduce its dependence on Chinese raw materials, which currently account for about two-thirds of global lithium chemical production [7] Group 3 - The 4680 battery technology, developed by Tesla, includes self-extraction of lithium resources and in-house production of active materials, which could significantly lower costs if industrialized [10] - Tesla's 4680 battery production line has reportedly surpassed external suppliers in cost-effectiveness, with an annual production capacity exceeding 100 million units [10] - Despite advancements, the 4680 battery faces challenges in competing with other technologies, such as CATL's Kirin battery, and may not be suitable for large-scale energy storage applications [11][12]