特斯拉推出Megapack 3储能系统，采用新款磷酸铁锂电芯

Core Viewpoint - Tesla has launched the Megapack 3, an upgraded utility-scale energy storage system, which features a 28% increase in energy capacity compared to its predecessor, Megapack 2, reaching approximately 5 MWh [3][4]. Group 1: Megapack 3 Features - The Megapack 3 utilizes a 2.8-liter LFP (lithium iron phosphate) battery cell, enhancing energy density while ensuring higher safety and longevity [3]. - It simplifies the thermal management system, reducing connection points by 78%, which increases reliability [3]. - The unit weighs around 39 tons and measures 28 feet in length, designed for global transport [3]. - It supports energy storage applications for up to 8 hours with a round-trip efficiency of 91%, operating in extreme temperatures from -40°C to 60°C [3][4]. Group 2: Production and Supply Chain - Production of Megapack 3 is expected to commence in the second half of 2026 at Tesla's new Megafactory in Houston, with an annual capacity of 50 GWh [4]. - The battery supply chain is diversified, including a new 7 GWh LFP battery factory in Nevada set to start production by the end of 2025, along with products from Southeast Asia and China [4]. Group 3: Megablock System - Megablock is an extension of Megapack 3, integrating four Megapack 3 units with a central transformer, directly connecting to medium-voltage grids [5]. - It offers an AC energy capacity of 20 MWh and a site density of 248 MWh per acre, significantly higher than traditional systems [5]. - Deployment efficiency is enhanced, with installation speed improved by 23% and construction costs reduced by up to 40% [6]. Group 4: Financial Performance and Strategy - In Q2 2025, Tesla deployed 9.6 GWh of energy storage systems, totaling 20 GWh for the first half of the year, marking a 48% year-over-year increase [6]. - Despite a 12% decline in total revenue, the energy sector's gross margin reached 28.8%, outperforming competitors [7]. - Tesla's energy strategy for 2025 focuses on 50% storage growth, Robotaxi services, and integration of autonomous driving [7].