Group 1 - Tesla's first grid-side energy storage project in mainland China is expected to be operational this year, with a storage capacity of 300 MWh [1] - Tesla's energy storage business model involves sourcing battery cells from suppliers and assembling them into complete storage systems, with six suppliers including Panasonic, LG Energy, CATL, BYD, Xinwangda, and Yiwei Lithium Energy [1] - The energy storage system utilizes active balancing technology and targets the high-end market, indicating significant growth potential alongside the increasing photovoltaic market and future AI electricity demand [1] Group 2 - The estimated price for 1 GW of Tesla's energy storage system is approximately $500 million, with Tesla holding a 15% share of the global energy storage market in 2023 [1] - Based on IEA's 2030 installation forecasts, Tesla is projected to achieve $66 billion (approximately 473 billion RMB) in energy storage revenue [1] - PCB is identified as a core component in energy storage systems, essential for battery management systems (BMS), energy management systems (EMS), and storage inverters (PCS), indicating that PCB will grow alongside Tesla's energy storage business [1] Group 3 - Companies like Xidian New Energy and Haosen Intelligent are collaborating with Tesla, providing battery connection systems and maintaining long-term partnerships in the field of intelligent production lines for power lithium battery modules/PACK [2]