特斯拉储能产品全年装机46.7GWh，同比增长48.7%

Group 1 - Tesla produced approximately 1.655 million electric vehicles and delivered about 1.636 million in 2025, with a record energy storage installation of 46.7 GWh, representing a year-on-year growth of 48.7% [2] - In Q4 2025, Tesla produced around 434,000 electric vehicles and delivered 418,000, with energy storage installations reaching 14.2 GWh, marking a quarter-on-quarter increase of 13% [2] - The global Supercharger network expanded by 18% in 2025, and the installation of Powerwall units surpassed one million [2] Group 2 - Tesla is evolving into a comprehensive technology company encompassing artificial intelligence, humanoid robots, and sustainable energy, with significant advancements in Robotaxi and humanoid robot projects [3] - The Robotaxi service has accumulated over 2 million kilometers in Austin and the San Francisco Bay Area, and testing for the Cybercab, which lacks a steering wheel and pedals, has begun in North America [3] - The humanoid robot has shown significant progress, with testing and production trials underway at the Fremont factory, and a larger production line expected to be operational by 2026 [3] Group 3 - Tesla's energy storage installations reached a record 46.7 GWh in 2025, with the Shanghai Super Energy Factory playing a crucial role in this growth [4] - The Shanghai factory, Tesla's first energy storage facility outside the U.S., aims to produce 10,000 large commercial energy storage systems (Megapack) annually, with a total capacity of nearly 40 GWh [4] - By the end of 2025, the Shanghai factory had produced 2,000 Megapacks, serving both domestic and international markets, including Europe and Australia [4]