<p>特斯拉的能源业务在 2025 年末再创里程碑，公司在 2025 年第四季度部署了创纪录的 14.2 GWh 能源存储。这一结果同比增长 29%，标志着特斯拉在固定存储领域的最佳年度，并进一步巩固了公司在电网规模电池方面的加速势头。</p>
<p>第四季度的表现不仅是季度记录，也是特斯拉更广泛能源增长轨迹的关键贡献者。特斯拉的存储业务从本世纪初的渐进式增长，转变为自 2023 年开始的陡峭、持续的增长曲线，并在 2024 年和 2025 年急剧加速。</p>
<p><img src="https://imageproxy.pbkrs.com/https://i0.wp.com/driveteslacanada.ca/wp-content/uploads/2026/01/tesla_energy_annual_deployments.png/query-cmVzaXplPTk3NSw2MDkmc3NsPTE?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="975" height="609" original-src="https://imageproxy.pbkrs.com/https://i0.wp.com/driveteslacanada.ca/wp-content/uploads/2026/01/tesla_energy_annual_deployments.png/query-cmVzaXplPTk3NSw2MDkmc3NsPTE"/></p>
<p>这种势头在去年已经显现，特斯拉在 2024 年部署了 31.4 GWh 的能源存储，打破了之前的年度记录。相比之下，特斯拉在 2023 年的部署量不到这一数字的一半，为 14.7 GWh，但这已经是公司 2022 年总量的两倍多。更引人注目的是，特斯拉在 2020 年的能源存储总产量仅约为 3.0 GWh，突显出该业务在短短五年内的巨大扩张。</p>
<p>年度数据突显了部署量的快速增长。在 2024 年，特斯拉发布了多个季度的部署量超过了公司几年前的全年能源存储总量。现在，单个季度的部署量已经超过了特斯拉在之前几年中的总部署量，公司总共部署了超过 100 GWh 的能源存储。</p>
<p><img src="https://imageproxy.pbkrs.com/https://i0.wp.com/driveteslacanada.ca/wp-content/uploads/2026/01/tesla_energy_cumulative.png/query-cmVzaXplPTk3NSw2MDkmc3NsPTE?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="975" height="609" original-src="https://imageproxy.pbkrs.com/https://i0.wp.com/driveteslacanada.ca/wp-content/uploads/2026/01/tesla_energy_cumulative.png/query-cmVzaXplPTk3NSw2MDkmc3NsPTE"/></p>
<p>推动这一扩张的动力仍然是 Megapack，特斯拉的公用事业规模电池系统，旨在实现电网稳定、可再生能源整合和峰值负荷管理。Megapack 的全球部署激增，北美、欧洲和澳大利亚的重大项目相继上线。</p>
<p>去年，特斯拉推出了下一代公用事业规模存储解决方案 Megablock，承诺实现 23% 的更快安装和 40% 的成本降低。</p>
<p>特斯拉满足这一日益增长的需求的能力与其快速扩张的制造能力密切相关。公司位于加利福尼亚的拉斯罗普 Megafactory 正在稳步提高产量，而特斯拉在 2024 年底完成的上海 Megafactory 则增加了显著的额外产能。公司还将在德克萨斯州即将开设第三座 Megafactory。</p>
<p>在满负荷产出时，每个工厂设计支持每年高达 40 GWh 的 Megapack 生产，为特斯拉在 2025 年及以后持续增长提供了明确的路径。</p>

特斯拉

2 倍做空特斯拉 ETF - GraniteShares

2 倍做多特斯拉 ETF - Direxion

2 倍做空特斯拉 ETF - Tradr

XI二南特斯-U

南方两倍做多特斯拉

南方两倍做空特斯拉

2 倍做多 TSLA ETF - GraniteShares

<p>特斯拉在 2025 年第四季度实现了 142 GWh 的能源储存创纪录部署，同比增长 29%。这一里程碑标志着特斯拉在固定储能领域的最佳一年，2024 年总共部署了 314 GWh。增长的动力来自于 Megapack 系统，并且在加利福尼亚、上海和德克萨斯的 Megafactories 制造能力显著扩张。特斯拉的新 Megablock 解决方案旨在提高效率并降低成本，支持公司在能源领域的发展轨迹</p>

<p>Tesla’s Energy business closed out 2025 with yet another milestone, as the company deployed a record 14.2 GWh of energy storage in Q4 2025. The result, a 29% increase year-over-year, caps off Tesla’s strongest year ever for stationary storage and reinforces the company’s accelerating momentum in grid-scale batteries.</p>
<div class="lb-trans"><p>特斯拉的能源业务在 2025 年末再创里程碑，公司在 2025 年第四季度部署了创纪录的 14.2 GWh 能源存储。这一结果同比增长 29%，标志着特斯拉在固定存储领域的最佳年度，并进一步巩固了公司在电网规模电池方面的加速势头。</p>
</div><p>The Q4 performance stands out not only as a quarterly record, but also as a key contributor to Tesla’s broader energy growth trajectory. Tesla’s storage business has moved from incremental gains earlier in the decade to a steep, sustained growth curve beginning in 2023 and accelerating sharply through 2024 and 2025.</p>
<div class="lb-trans"><p>第四季度的表现不仅是季度记录，也是特斯拉更广泛能源增长轨迹的关键贡献者。特斯拉的存储业务从本世纪初的渐进式增长，转变为自 2023 年开始的陡峭、持续的增长曲线，并在 2024 年和 2025 年急剧加速。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://i0.wp.com/driveteslacanada.ca/wp-content/uploads/2026/01/tesla_energy_annual_deployments.png/query-cmVzaXplPTk3NSw2MDkmc3NsPTE" alt="" original-src="https://i0.wp.com/driveteslacanada.ca/wp-content/uploads/2026/01/tesla_energy_annual_deployments.png?resize=975%2C609&amp;ssl=1"/></p>
<p>That momentum was already evident last year, when Tesla deployed 31.4 GWh of energy storage in 2024, shattering its previous annual record. For comparison, Tesla deployed less than half of that figure in 2023, 14.7 GWh, but that itself had more than doubled the company’s 2022 total. Even more striking, Tesla’s entire 2020 energy storage output totaled roughly 3.0 GWh, highlighting how dramatically the business has scaled in just five years.</p>
<div class="lb-trans"><p>这种势头在去年已经显现，特斯拉在 2024 年部署了 31.4 GWh 的能源存储，打破了之前的年度记录。相比之下，特斯拉在 2023 年的部署量不到这一数字的一半，为 14.7 GWh，但这已经是公司 2022 年总量的两倍多。更引人注目的是，特斯拉在 2020 年的能源存储总产量仅约为 3.0 GWh，突显出该业务在短短五年内的巨大扩张。</p>
</div><p>Annual data highlights just how rapidly deployments have increased. During 2024, Tesla posted multiple quarters that exceeded the company’s full-year energy storage totals from just a few years earlier. Now a single quarter alone surpasses the entirety of Tesla used to deploy in previous years, with the company having deployed over 100 GWh in total energy storage deployments.</p>
<div class="lb-trans"><p>年度数据突显了部署量的快速增长。在 2024 年，特斯拉发布了多个季度的部署量超过了公司几年前的全年能源存储总量。现在，单个季度的部署量已经超过了特斯拉在之前几年中的总部署量，公司总共部署了超过 100 GWh 的能源存储。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://i0.wp.com/driveteslacanada.ca/wp-content/uploads/2026/01/tesla_energy_cumulative.png/query-cmVzaXplPTk3NSw2MDkmc3NsPTE" alt="" original-src="https://i0.wp.com/driveteslacanada.ca/wp-content/uploads/2026/01/tesla_energy_cumulative.png?resize=975%2C609&amp;ssl=1"/></p>
<p>The driving force behind this expansion continues to be Megapack, Tesla’s utility-scale battery system designed for grid stabilization, renewable energy integration, and peak-load management. Megapack deployments have surged globally, with major projects coming online across North America, Europe, and Australia.</p>
<div class="lb-trans"><p>推动这一扩张的动力仍然是 Megapack，特斯拉的公用事业规模电池系统，旨在实现电网稳定、可再生能源整合和峰值负荷管理。Megapack 的全球部署激增，北美、欧洲和澳大利亚的重大项目相继上线。</p>
</div><p>Last year Tesla unveiled their next-generation utility-scale storage solution called Megablock, which promises 23% faster installs and 40% lower costs.</p>
<div class="lb-trans"><p>去年，特斯拉推出了下一代公用事业规模存储解决方案 Megablock，承诺实现 23% 的更快安装和 40% 的成本降低。</p>
</div><p>Tesla’s ability to meet this ever-increasing demand is closely tied to its rapidly expanding manufacturing footprint. The company’s Lathrop Megafactory in California has been steadily ramping production, while Tesla’s Shanghai Megafactory, completed in late 2024, adds significant additional capacity. The company will also soon be opening its third Megafactory in Texas.</p>
<div class="lb-trans"><p>特斯拉满足这一日益增长的需求的能力与其快速扩张的制造能力密切相关。公司位于加利福尼亚的拉斯罗普 Megafactory 正在稳步提高产量，而特斯拉在 2024 年底完成的上海 Megafactory 则增加了显著的额外产能。公司还将在德克萨斯州即将开设第三座 Megafactory。</p>
</div><p>At full output, each facility is designed to support up to 40 GWh of annual Megapack production, giving Tesla a clear path to continued growth in 2025 and beyond.</p>
<div class="lb-trans"><p>在满负荷产出时，每个工厂设计支持每年高达 40 GWh 的 Megapack 生产，为特斯拉在 2025 年及以后持续增长提供了明确的路径。</p>
</div>

Tesla Sets New Q4 Energy Storage Record With 14.2 GWh Deployed in Q4 2025

- 特斯拉在 2025 年第四季度部署了创纪录的 14.2 GWh 储能设备。  
- 与去年同期相比增长了 29%，体现出稳定的增长势头。  
- 公司在未来将继续扩展 Megapack 产能，以满足日益增长的需求。

特斯拉在 2025 年第四季度创下新的能源存储记录，部署了 14.2 吉瓦时