如果你看一下元素周期表，你就会发现锂在118个元素组成的周期表中排名第三位。尽管该元素很简 单，只有3个质子，但它正在重新定义我们在21世纪对能源的思考方式。 锂电突破可再生能源存储瓶颈 可再生能源如太阳能电池板、风力发电场，其实已存在数十年。不过，过去化石燃料比可再生能源更具 优势，核心就在于化石燃料本身就是可存储的能源介质；而此前，人们始终无法让可再生能源实现类似 的存储，这也成了其推广使用的关键瓶颈。直到锂电池出现，这一局面才得以改变——它就像可再生能 源系统这张巨大拼图里缺失的最后一小块，不仅补上了存储短板，更让人们规模化利用可再生能源成为 可能。 我们正处于开创性变革的初始阶段，即可再生能源已经能够被存储，用以驱动汽车和便携式电子设备。 总有一天，这种绿色能源将为运载人们每天使用的消费品的远洋船舶提供动力源，让人们轻轻松松去度 假，不必担心飞机的碳排放量。尽管这一切尚未发生，但是，套用阿玛拉定律的说法，我们总是高估一 项科技所带来的短期效益，却又低估了它的长期影响力。 目前，全世界消耗的约79%的原油成为汽车、飞机和船舶的动力来源。值得关注的是，目前用电池驱动 的车辆替代50%石油需求的技术已经存在 ...

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].