Core Viewpoint - Tesla has secured two significant energy storage orders, indicating strong demand for its Megapack systems and a growing presence in the energy storage market [2][4]. Group 1: Recent Orders and Projects - Tesla has received a 100MW/400MWh energy storage order from Atmos Renewables for the Merredin Battery Energy Storage System, with a total investment of $145 million, expected to be completed by early 2027 [2][3]. - The Mangoplah battery storage project, also 100MW/400MWh, will utilize 108 Tesla Megapacks, showcasing Tesla's competitive edge in the Australian market [2][3]. - In June, Tesla signed a contract for China's first gigawatt-level grid-side energy storage project, with an investment of 4 billion yuan, aiming for a storage capacity of 300MWh [2][3]. Group 2: Storage Deployment Performance - In Q2 2025, Tesla deployed 9.6GWh of energy storage products, marking its best performance for the second quarter, although it was a slight decrease from 10.4GWh in Q1 [4]. - The cumulative deployment in the first two quarters of 2025 is nearing the total deployment for the first three quarters of 2024, indicating strong growth momentum [4]. Group 3: Production Capacity Expansion - Tesla's Shanghai Gigafactory has begun ramping up production of Megapack systems, with hundreds of units delivered to various regions [6]. - A new lithium iron phosphate battery factory in Nevada is set to commence production, with an initial capacity of 10GWh, utilizing idle equipment from CATL, aimed at producing Megapack batteries and electric vehicle batteries [6].
连拿2单!中企储能最大竞争对手来了?