2025年户用储能市场进入欧美市场需求稳健增长、新兴市场需求大规模爆发的多元化格局，市场驱动力也从自2022年能源危机情绪驱动与高价套利，升级为电价 +政策+能源结构调整的多元驱动。起点研究院SPIR数据显示，2025年全球户用储能系统出货量达40GWh，预计到2030年，全球户用储能系统出货量将达180GWh。 一、2025年全球户用储能市场总结 1.全球批发电价与户储规模： 2025年全球批发电价进入"分化均衡"阶段，新能源转型与化石能源成本的博弈将长期主导价格走势。随着可再生能源发电量首超煤炭 后，其出力不稳定性推动各国批发电价波动差异化。 2025年，受化石能源（主要为天然气）成本上涨与需求增长影响，欧美（德、美、日）批发电价同比上涨；而亚非拉地区（印度、澳大利亚、南非）得益电力系统 供电情况改善，批发价格同比下降；中国与巴西整体稳定，呈现稳中有波动的特征。 图表1: 2018-2025 年全球主要国家批发电价（ USD/MWh ） 数据来源： IEA ，起点研究院 SPIR 随着全球新能源加速入市，批发电价"中枢下行、波动加剧"将成为主流趋势，户储市场的驱动逻辑将从"单一电价驱动"转向"电价+政策+ ...

Product Update - Tesla Energy 在英国推出 Powerwall 3 Non-Backup 版本，降低了对电网可靠性没有要求的客户的安装成本 [1]

Company Overview - Tesla is an American company [1] Products & Manufacturing - Tesla produces vehicles and other products in the U S [1] - Powerwall 3 is made in the U S [1]

Energy Storage Systems - Tesla Powerwall 3 的六个月使用情况回顾，对比夏季和冬季表现 [1]

Core Insights - Tesla Inc has celebrated the production of its one-millionth Powerwall, highlighting significant growth in its Energy segment, which may be undervalued compared to its electric vehicle business [1][2] - The Tesla Energy segment reported a revenue of $2.73 billion in Q1 2024, reflecting a 67% year-over-year increase, driven by rising Powerwall production and demand [4] - Energy production in 2024 reached 31.4 GWh, more than doubling from 14.72 GWh in 2023, indicating robust growth in Tesla's energy solutions [4] Production Milestones - Tesla introduced the Powerwall approximately 10 years ago, which has been instrumental in developing virtual power plants and enhancing energy independence for consumers [1] - The company achieved a milestone of producing 1,000 Powerwalls in a single day last year and is on track to produce 700,000 units annually [3] - The recent production of the one-millionth Powerwall coincides with the ramp-up of the newer Powerwall 3 version [2] Energy Storage Deployment - In the first quarter of 2024, energy storage deployment increased by 154% year-over-year, showcasing the growing demand for Tesla's energy products [5] - Quarterly energy storage deployment figures for 2024 and early 2025 are as follows: Q1 2024: 4.1 GWh, Q2 2024: 9.4 GWh, Q3 2024: 6.9 GWh, Q4 2024: 11.0 GWh, Q1 2025: 10.4 GWh [7] Market Performance - Tesla's Energy division is characterized by consistent growth and high margins, which may help mitigate weaknesses in the vehicle segment and serve as a catalyst for future growth [6] - Tesla's stock price was reported at $344.27, reflecting a 0.5% increase, although it has seen a 7.9% decline year-to-date in 2025 [6]