文 | 新民上观 其中第四季度特斯拉全球生产电动车约43.4万辆，交付共41.8万辆； 储能产品装机量达14.2吉瓦时，环比增长13%，创下季度装机量新纪 录。 根据此前公司发布的数据，2025年特斯拉超级充电网络规模扩大了18%； Powerwall全球安装量突破百万 ；与美国道路平均值相比，特斯拉 智能辅助驾驶已经将重大碰撞事故发生率降至1/8。2025年12月30日，特斯拉全球第900万辆电动车顺利在上海超级工厂下线。 特斯拉正快速进化为一家涵盖人工智能、人形机器人、可持续能源的综合性科技公司。与智能辅助驾驶技术同源的特斯拉Robotaxi无人驾驶网 约车、人形机器人等业务也取得重大进展：Robotaxi已在奥斯汀与旧金山湾区累计行驶超200万公里，并已开启取消安全员测试；没有方向 盘、没有脚踏板的Cybercab特斯拉赛博无人驾驶电动车已在北美开启试生产与路测，预计于2026年4月实现量产；人形机器人进步显著，已在 弗里蒙特工厂及特斯拉北美办公场所中行走、测试，并在弗里蒙特工厂开启试生产，预计规模更大的第三代人形机器人生产线将于2026年建成 投产。 2025年交付报告显示，特斯拉全年储能装机量达到创 ...

Core Insights - Tesla achieved record highs in both electric vehicle production and energy storage business in Q3 2025, producing approximately 447,450 electric vehicles and delivering 497,099 units globally [1][2] - The energy storage segment also saw significant growth, with a total installation capacity of over 12.5 GWh [1][5] Production and Deliveries - In Q3 2025, Tesla produced 435,826 units of Model 3/Y and 11,624 units of other models, with total deliveries reaching 481,166 for Model 3/Y and 15,933 for other models [2] - The overall production and delivery figures indicate a strong operational performance, with a 2% operating lease accounting for total deliveries [2] Market Performance - In September 2025, Tesla's sales in China reached 71,000 units, representing a 25% month-over-month increase, while total sales for Q3 in China approached 170,000 units, marking a 31% quarter-over-quarter growth [3] Energy Storage Developments - Tesla's Megapack, designed for utility-scale energy storage, is set to achieve an annual production capacity of 50 GWh, with deliveries expected to start in the second half of 2026 [6] - The newly launched Megablock energy storage system features significant improvements, including a 40% reduction in construction costs and a 23% increase in installation speed, designed for a capacity of 20 MWh and a lifespan of 25 years [6] Upcoming Events - Tesla's Q3 financial report is scheduled for release on October 23, 2025, and the company's shareholder meeting will take place on November 7, 2025, where further advancements in AI, humanoid robots, electric vehicles, and energy sectors will be disclosed [6]

Group 1 - Tesla's Model Y L delivery timeline has changed, with expected deliveries now set for November, indicating that October's inventory has sold out [1] - The Model Y L, launched on August 19, is priced starting at 339,000 yuan and features an all-wheel drive system with a range of 751 kilometers under CLTC conditions, a 0-100 km/h acceleration time of 4.5 seconds, and a top speed of 201 km/h [2] - The Model Y L aims to cater to the Chinese market's preference for larger, family-oriented vehicles, and is seen as a strategy to boost sales [2] Group 2 - Since its launch, the Model Y L has reportedly received 120,000 orders, averaging nearly 10,000 orders per day, although some industry insiders suggest this figure may be exaggerated [2] - On September 1, Tesla announced a price reduction of 10,000 yuan for the Model 3 Long Range Rear-Wheel Drive version, bringing its price down to 259,500 yuan [3] - Tesla introduced the Megablock energy storage system on September 9, which is designed to simplify installation and reduce connection points by 78%, with deliveries expected to start in the second half of 2026 [3]

Core Viewpoint - Tesla's Model Y L delivery timeline has changed, indicating strong demand and a potential sales boost in the Chinese market [2][3][7] Group 1: Model Y L Launch and Sales - Tesla's Model Y L was launched on August 19, with a starting price of 339,000 yuan, featuring all-wheel drive and a range of 751 km under CLTC conditions [6] - The Model Y L has sold out for October, with expected deliveries now pushed to November, reflecting high consumer interest [3][7] - Reports indicate that 120,000 units of Model Y L have been ordered since its launch, averaging nearly 10,000 orders per day, although some industry insiders suggest this figure may be exaggerated [7] Group 2: Model 3 Long Range Version - Tesla also released the Model 3 Long Range Rear-Wheel Drive version on August 12, with a range of 830 km and a starting price of 269,500 yuan [7] - Less than a month after its release, the Model 3 Long Range saw a price reduction of 10,000 yuan, bringing the new price to 259,500 yuan [7] Group 3: Energy Storage Developments - Tesla introduced the Megablock energy storage system on September 9, which is designed to simplify installation and reduce connection points by 78%, with deliveries expected to start in the second half of 2026 [8]