行家说储能 11月3日，据《韩国经济日报》消息， 三星SDI与特斯拉正在洽谈储能系统（ESS）电池供应合作，涉及储能电池订单30GWh ， 交易金额至少为3万亿韩元 （21亿美元， 约合 148.5亿元人民币 ） 。 特斯拉方面暂未对此置评。三星SDI发言人表示，该交易及其细节尚未最终敲定。若此次合作最终落地， 将成为三星SDI 与特斯拉之间的首个大规模供应协 议。 ▋ 21亿美元！特斯拉连发2大储能采购订单 这项交易 也符合特斯拉发展多元化供应链的战略目标。早前在10月的财报电话会议上，特斯拉方面曾指出，由于竞争加剧和关税上升影响，其储能业务正面 临一定压力。特斯拉表示： "目前储能产品主要依赖中国供应， 但我们仍在积极寻求其他替代方案。" 一直以来，特斯拉储能系统的电池供应商主要为宁德时代。 今年7月， 特斯拉已与 LG Energy Solution （LGES） 签署了价值43亿美元的磷酸铁锂电池供 应协议（ 点这里 ）。若 此次与三星SDI交易最终达成，这两项采购订单金额将累计 约64亿美元 ，进一步强化特斯拉在储能领域的供应链布局。 | 特斯拉主要储能电池供应商 | (排名不分先后) | | -- ...

Core Insights - Amazon CEO Andy Jassy stated that there are currently no signs of consumers tightening their wallets due to tariffs imposed by the Trump administration [1] - Jassy emphasized that Amazon has not observed any weakening in demand or a trend of rising average sales prices [1] - Amazon's diversified supply chain and scale advantages may help mitigate some tariff pressures in the short term [1] Group 1: Company Strategy - Amazon is utilizing its large third-party seller ecosystem and proactive inventory strategies to buffer against tariff impacts [3] - The company has engaged in "strategic advance inventory purchases" to stock up on goods while focusing on maintaining low prices for consumers [3] - Jassy noted that the diversity of sellers on Amazon's platform provides greater flexibility in managing overall price levels under tariff pressure [3] Group 2: Competitive Landscape - In contrast to competitors like Walmart and Target, which have warned of potential price increases due to tariffs, Amazon has managed to avoid immediate price hikes [3] - Walmart has indicated that consumers may start seeing price increases later in the month, prompting a response from Trump urging the company to "absorb the tariffs" [3] - Target has also suggested that it may need to raise prices on certain items, while Home Depot plans to maintain current price levels [3] Group 3: Shareholder Meeting Insights - During the shareholder meeting, investors heard eight external proposals related to emissions reporting, warehouse working conditions, and the climate impact of data centers [4] - All resolutions recommended for opposition by Amazon were voted down, with specific voting results expected to be announced shortly after the meeting [4]