「 轻装上阵。 」 文 ｜ 任倩 编辑 ｜ 陈之琰 2025年，中国消费硬件出海的叙事正式进入"深水区"。 从卷向极致的手机、扫地机，到大杀四方的3D打印与人形机器人，华人创业者几乎重塑了全球硬科技的 版图。但在一个年产值数百亿美金、被称为消费硬件"最大单品"的赛道——房车（Recreational Vehicle， 简称"RV"）里，规则却长期由一种极其原始的"作坊逻辑"统治。 美国第一台房车诞生于1910年，即便在拖挂式房车趋于成熟的50年代后，其制造工艺依然极度依赖人 工、数字化程度近乎为零。有业内人士曾刻薄地形容：这是全球唯一一个"长期虐待用户却依然能活得下 去"的奇特市场。 疫情结束后，杨秉锐（Bingrui Yang）决定打破这种沉闷。这位在硅谷生活近20年、曾在苹果总部主导 iPhone5-12系列触摸和显示系统模块开发，并先后在Zoox和Cruise担任自动驾驶高管的典型华人精英，在 一次优胜美地露营中的"狼狈一小时"里察觉到了颠覆性的机会。 Bingrui： 这是一个理性和感性交织的决定。感性的一面是，疫情彻底改变了人们的生活方 式。"Live, work and play from any ...

Let's start again with these door handles. We have had a months long investigation over here at Bloomberg. We know that the NHTSA has opened an investigation in September.And I wonder what you make of how this is evolving and the reputational damage that this could inflict on Tesla. Look, it's a serious issue, but a lot of other auto companies have had similar issues. Ford looks like in General Motors.But it's not a simple software fix. So here's the time where Tesla's really got to be firing on all cylinde ...

Key Takeaways Tesla hit a record high yesterday, driven by robotaxi plans, AI integration and robotics.TSLA's Energy Generation and Storage unit is growing fast, with Megapack and Powerwall driving high margins.Rivian is betting on the lower-priced R2 for 2026, deeper in-house software and a Volkswagen partnership.Tesla (TSLA) has been one of the market’s most debated stocks over the past decade, delivering massive gains as the global shift toward electric vehicles (EVs) accelerated.In 2025, the stock has b ...

（来源：起点锂电） 连续斩单路上，LG新能源迎来首个巨额订单终止！ 近日，据LG新能源披露，公司已收到福特方通知，终止2024年双方签署的9.6万亿韩元（约合458.41亿 元人民币）电池供应订单。 以此同时，福特方面已经进行战略调整。福特12月15日宣布预计将计提约195亿美元的资产减记，主要 由于其电动汽车业务重组。 作为战略调整的一部分，福特决定停产多款纯电动汽车车型，包括全电动F-150 Lightning皮卡、代号T3 的下一代电动卡车以及电动商用厢式车。业务重心将转向混合动力车型、增程式电动汽车及储能领域。 唯一保留的纯电项目是计划于2027年推出的售价3万美元中型电动皮卡。 相关文件显示，LG新能源收到合同终止通知，主要由于福特方近期市场变动和电动汽车需求预测变化 而停止生产某些电动汽车（EV）车型。 以2025年业绩来算，LG新能源今年前三季度总营收大约为17.6万亿韩元，本次被取消的订单价值约占1- 9月总营收的54.5%；以2024年25.6万亿韩元营收计算，被取消的订单价值约占去年全年总营收的三成。 对此LG新能源表示，此次取消的订单批次原计划于2027年后开始供应。后续会进行相应合同的 ...

连续斩单路上，LG新能源迎来首个巨额订单终止！ 近日，据LG新能源披露，公司 已收到福特方通知， 终止2024年双方签署的9.6万亿韩元（ 约合458.41亿元人民币 ）电池供应订单。 相关文件显示，LG新能源收到 合同终止通知，主要由于 福特方近期市场变动和电动汽车需求预测变化而停止生产某些电动汽车（EV）车 型。 以2025年业绩来算， LG新能源今年前三季度总营收大约为17.6 万亿韩元，本次 被取消的订单价值约占1-9月总营收的54.5%；以2024年 25.6万亿韩元营收计算，被取消的订单价值约占去年全年总营收的三成。 福特与 LG新能源等 韩系电池企业合作已久，本次取消的 合作于2024年10月正式达成。 回溯来看，2024年10月， LG新能源与福特签署了两份动力电池电池供应合同， 订单量总计达109GWh。 其中 一份合同订单量为75GWh，供应期限自2027年持续至2032年；另一份合同的订单量为34GWh，供应期限自2026-2030年结束。 对此 LG新能源表示， 此次取消的订单批次原计划于2027年后开始供应。后续 会进行相应合同的调整， 未来与福特仍将保持合作关系。 01 75GWh ...

Key Takeaways Ford is reallocating capital under its Ford strategy to build a new battery energy storage business.F will convert its Kentucky battery plant and invest about $2B to scale 5 MWh storage systems.Ford targets initial capacity in 18 months and at least 20 GWh of annual deployments by late 2027.Ford Motor Company (F) has unveiled a set of initiatives aimed at strengthening its Ford+ strategy by reallocating capital toward higher-return areas that align with customer demand and support long-term pr ...

Core Insights - Tesla has made significant progress in its robotaxi initiative by testing vehicles without human oversight, marking a crucial milestone in its long-term growth strategy [1][10] - CEO Elon Musk indicated that the company is close to eliminating safety monitors, with the potential for fully driverless Teslas operating on public roads by the end of the year [2][5] - The robotaxi program, launched in June, is currently operational in Austin and San Francisco, with plans for expansion to other cities contingent on regulatory approvals [4][10] Robotaxi Program - The robotaxi service began in Austin on June 22 and is set to expand to Phoenix, Las Vegas, Dallas, Houston, and Miami, depending on regulatory clearance [4] - Currently, human supervision is still required, with safety monitors present in the vehicles during operation [5] - Despite logging over 550,000 robotaxi miles, the program's reach remains limited compared to earlier projections [6] Competitive Landscape - Alphabet's Waymo leads the autonomous ride-hailing sector, operating without safety drivers and achieving over 450,000 weekly paid rides [7] - Tesla claims advantages in scalability and cost, but closing the gap with competitors will take time [7] Automotive Business Challenges - Tesla's automotive segment has faced challenges, reporting its first annual decline in vehicle deliveries in 2024, with a 13% year-over-year drop in Q1 and another 13.4% in Q2 [8][10] - The decline is attributed to weakening demand, particularly in Europe, and increased competition from companies like BYD [9] Energy Segment Performance - Tesla's Energy Generation and Storage segment has shown strong growth, achieving record deployments and becoming the highest-margin division [12] - Energy storage deployments have increased by approximately 180% over the past three years, positioning the segment for continued growth [12] Future Growth Drivers - Tesla's humanoid robot, Optimus, is seen as a potential long-term growth driver, with pilot production underway and plans for mass production by late 2026 [13][14] - CEO Musk believes Optimus could become Tesla's largest product, although its commercialization timeline remains uncertain [15] Financial Outlook - Tesla shares have gained 13% year-to-date but have underperformed the industry [18] - The company trades at a forward price-to-sales ratio of 14.48, significantly above the industry average, with projected declines in revenues and EPS for 2025 [19][21] - The consensus estimates for 2026 suggest a recovery with expected growth in revenues and EPS [21]

RT Tesla Energy (@teslaenergy)2025 was a record-setting year for Powerwall owners globallyCheck the Tesla App to see your impact, plus discover your Energy Archetype https://t.co/AnSKlbTJ6D ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤储能 资讯~ 储能知家消息， 12月8日，有媒体报道称，随着中国台湾电力供应问题不断加剧，家庭储能需求大 幅飙升， 特斯拉Powerwall的订单在2025年增长了三倍。 无论是消费者还是企业，都开始转向家 用电池系统，以应对电网不稳定和停电对日常生活与经营活动造成的频繁干扰。 报道指出 ， 特斯拉 Powerwall需求激增反映出台湾在能源转型过程中不断上升的不安情绪。围绕 核电厂停机、监管趋严，以及太阳能发展延迟等议题的争论，使外界对台湾电网的可靠性愈发担 忧。在这种背景下，特斯拉Powerwall成为许多家庭及中小企业的实用后备能源选择，也能带来一 定的节省成本效益。 目 前 ， 特 斯 拉 储 能 主 要 分 为 ： 家 用 储 能 （ Powerwall ） 和 商 用 / 工 业 储 能 （ Megapack 、 Powerpack）。 其中，家用储能采用锂离子电池技术，可储存太阳能或风能发电产生的电力，供家 庭日常使用或备用电源。适用于住宅用户，减少对电网的依赖，提高能源利用效率；商用/工业储能 采用超大规模储能解决方 ...

December 7, 2025 10:30 PM GMT Tesla Inc | North America Beyond the Wheel – Mapping Tesla's Journey into Physical AI | What's Changed | | | | --- | --- | --- | | Tesla Inc (TSLA.O) | From | To | | Rating | Overweight | Equal-weight | | Price Target | $410.00 | $425.00 | Tesla under Elon Musk's leadership is poised to be a market leader across autonomous mobility, renewable energy, and robotics. However, with the stock trading at 30x 2030 EBITDA (48x on MSe), downside to NTM cons. estimates, and non-auto cata ...