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诸葛亮小财神
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诸葛亮小财神
06-06 02:10
$Circle Internet Corp.(CRCL)$
没人?
诸葛亮小财神
06-05 22:17
75不能再多了,我刚敲完!
诸葛亮小财神
05-27
$阿里巴巴(BABA)$
这也太垃圾了,天天跌
诸葛亮小财神
05-27
$小米集团ADR(XIACY)$
小米集团(01810.HK)Q1财报:量利齐升,高端破局,科技生态龙头初现小米2025年Q1财报以营收1113亿(+47.4%)、净利107亿(+64.5%)的超预期表现,印证其从“性价比之王”向“科技生态巨头”的战略蜕变。三大核心业务全面爆发:智能手机国内出货量1330万台(+40%),4000元以上机型销量激增210%,全球市占率14.1%;IoT收入323亿(+58.7%),大家电收入翻倍,空调、洗衣机出货量同比超65%;智能电动汽车SU7系列交付7.59万辆,收入186亿,毛利率达23.2%,创行业新标杆。 技术突破构筑长期壁垒:自研3nm旗舰芯片玄戒O1性能对标苹果A18 Pro,AI大模型MiMo落地多场景,AIoT连接设备突破9.44亿,技术红利进入释放期。产能与新品双驱动:北京二期工厂6月投产(年产能35万辆),SUV车型YU7上市在即,叠加618启动13亿让利计划,高端机型性价比凸显,预计带动手机与汽车销量环比增长20%以上。 估值重塑在即:当前股价51.55港元(市盈率22倍)显著低于科技龙头均值,若全年交付目标达成,市值有望突破1.5万亿港元。买入评级,目标价70港元。风险提示:供应链波动、**高端机型分流用户,但技术护城河与生态协同优势下,短期回调是布局良机。
诸葛亮小财神
05-27
我们赢了
小米Q1收入及盈利均再创历史新高,Xiaomi SU 7系列交付新车达75,869辆
诸葛亮小财神
05-22
$阿里巴巴(BABA)$
最垃圾的就是中丐,膝盖太软了
诸葛亮小财神
05-15
$绿茶集团(06831)$
破发?
诸葛亮小财神
05-13
$PLTR 20250530 115.0 CALL$
小试牛刀
诸葛亮小财神
04-17
$霸王茶姬(CHA)$
200中4签!
诸葛亮小财神
04-15
$BABA 20250502 108.0 CALL$
再一次小试牛刀!
诸葛亮小财神
04-14
$ALB.HK 20250429 100.00 CALL$
小试牛刀
诸葛亮小财神
02-22
$BILI 20250221 24.5 PUT$
小试牛刀
诸葛亮小财神
02-20
$BABA 20250228 119.0 CALL$
小试牛刀,提前布局!!
诸葛亮小财神
02-19
$KC 20250221 15.0 CALL$
小试牛刀
诸葛亮小财神
02-18
可以学习同类券商的功能,包括条件选股、股票诊断、语音下单等。您可以根据自己的需求选择相应的功能进行操作。
诸葛亮小财神
02-18
$Direxion Daily TSLA Bull 2X Shares(TSLL)$
世界上最聪明的ai王模型,grok-3发布了,利好特斯拉
诸葛亮小财神
02-11
涨涨涨
特斯拉在华第二座工厂落户上海:储能和车辆业务齐头并进
诸葛亮小财神
02-10
$金山云(KC)$
位置太高了,怕了
诸葛亮小财神
02-06
$奇景光电(HIMX)$
观察好久了,太牛逼了,一个股票
诸葛亮小财神
02-03
$GraniteShares 2x Long NVDA Daily ETF(NVDL)$
满地都是钱,捡钱了!!
去老虎APP查看更多动态
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估值重塑在即:当前股价51.55港元(市盈率22倍)显著低于科技龙头均值,若全年交付目标达成,市值有望突破1.5万亿港元。买入评级,目标价70港元。风险提示:供应链波动、**高端机型分流用户,但技术护城河与生态协同优势下,短期回调是布局良机。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439560683041600","isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439549556240608,"gmtCreate":1748340223074,"gmtModify":1748340224771,"author":{"id":"4200792766970972","authorId":"4200792766970972","name":"诸葛亮小财神","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4200792766970972","authorIdStr":"4200792766970972"},"themes":[],"htmlText":"我们赢了","listText":"我们赢了","text":"我们赢了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439549556240608","repostId":"1198566100","repostType":2,"repost":{"id":"1198566100","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1748338060,"share":"https://www.laohu8.com/m/news/1198566100?lang=&edition=full","pubTime":"2025-05-27 17:27","market":"us","language":"zh","title":"小米Q1收入及盈利均再创历史新高,Xiaomi SU 7系列交付新车达75,869辆","url":"https://stock-news.laohu8.com/highlight/detail?id=1198566100","media":"老虎资讯综合","summary":"5月27日, $小米集团-W$ 公布财报,2025年第一季度,集团收入及盈利均再次创下历史新高。业务分部来看,2025年第一季度,手机×AIoT分部收入为人民币927亿元,同比增长22.8%,智能电动汽车及AI等创新业务分部收入为人民币186亿元。本季度,集团经调整净利润为人民币107亿元,创历史新高,同比增长64.5%。其中,中国大陆月活跃用户数达到181.1百万,同比增长12.9%。","content":"<html><head></head><body><p>5月27日, <a href=\"https://laohu8.com/S/01810\">小米集团-W</a> 公布财报,2025年第一季度,集团收入及盈利均再次创下历史新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3cf1b53aa9e9e023679818064479a48a\" title=\"\" tg-width=\"1095\" tg-height=\"436\"/></p><p>2025年第一季度,小米集团总收入为人民币1,113亿元,创历史新高,同比增长47.4%。业务分部来看,2025年第一季度,手机×AIoT分部收入为人民币927亿元,同比增长22.8%,智能电动汽车及AI等创新业务分部收入为人民币186亿元。本季度,集团经调整净利润为人民币107亿元,创历史新高,同比增长64.5%。</p><p>2025年第一季度,Xiaomi SU 7系列交付新车达75,869辆。同时公司将扩充产能,目前Xiaomi SU 7系列累计交付量超258,000台。</p><p>智能手机业务收入为人民币506亿元,同比增长8.9%,毛利率达到12.4%。全球智能手机出货量为41.8百万台,同比增长3.0%,持续7个季度实现同比增长。</p><p>根据Canalys数据,2025年第一季度,小米全球智能手机出货量排名前三,市场份额为14.1%,连续第19个季度排名全球前三。</p><p>互联网用户规模持续扩大,全球及中国大陆的月活跃用户数再创历史新高。 2025年3月全球月活跃用户数达到718.8百万,同比增长9.2%。其中,中国大陆月活跃用户数达到181.1百万,同比增长12.9%。</p><p>2025年第一季度,智能大家电的收入同比增长达113.8%。其中,空调产品出货量超110万台,同比增速超过65%;冰箱产品出货量超88万台,同比增速超过65%;洗衣机产品出货量超74万台,同比增速超过100%;其中,洗衣机、冰箱出货量均创历史新高</p><p>自2025年第一季度起,公司“智能电动汽车等创新业务”经营分部更新为“智能电动汽车及AI等创新业务”。</p><p>2025年第一季度,智能电动汽车及AI等创新业务分部总收入为人民币186亿元,其中,智能电动汽车收入人民币181亿元,其他相关业务收入人民币5亿元。</p><p>本季度,智能电动汽车及AI等创新业务分部毛利率为23.2%,经营亏损为人民币5亿元。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小米Q1收入及盈利均再创历史新高,Xiaomi SU 7系列交付新车达75,869辆</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ 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.h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小米Q1收入及盈利均再创历史新高,Xiaomi SU 7系列交付新车达75,869辆\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-05-27 17:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月27日, <a href=\"https://laohu8.com/S/01810\">小米集团-W</a> 公布财报,2025年第一季度,集团收入及盈利均再次创下历史新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3cf1b53aa9e9e023679818064479a48a\" title=\"\" tg-width=\"1095\" tg-height=\"436\"/></p><p>2025年第一季度,小米集团总收入为人民币1,113亿元,创历史新高,同比增长47.4%。业务分部来看,2025年第一季度,手机×AIoT分部收入为人民币927亿元,同比增长22.8%,智能电动汽车及AI等创新业务分部收入为人民币186亿元。本季度,集团经调整净利润为人民币107亿元,创历史新高,同比增长64.5%。</p><p>2025年第一季度,Xiaomi SU 7系列交付新车达75,869辆。同时公司将扩充产能,目前Xiaomi SU 7系列累计交付量超258,000台。</p><p>智能手机业务收入为人民币506亿元,同比增长8.9%,毛利率达到12.4%。全球智能手机出货量为41.8百万台,同比增长3.0%,持续7个季度实现同比增长。</p><p>根据Canalys数据,2025年第一季度,小米全球智能手机出货量排名前三,市场份额为14.1%,连续第19个季度排名全球前三。</p><p>互联网用户规模持续扩大,全球及中国大陆的月活跃用户数再创历史新高。 2025年3月全球月活跃用户数达到718.8百万,同比增长9.2%。其中,中国大陆月活跃用户数达到181.1百万,同比增长12.9%。</p><p>2025年第一季度,智能大家电的收入同比增长达113.8%。其中,空调产品出货量超110万台,同比增速超过65%;冰箱产品出货量超88万台,同比增速超过65%;洗衣机产品出货量超74万台,同比增速超过100%;其中,洗衣机、冰箱出货量均创历史新高</p><p>自2025年第一季度起,公司“智能电动汽车等创新业务”经营分部更新为“智能电动汽车及AI等创新业务”。</p><p>2025年第一季度,智能电动汽车及AI等创新业务分部总收入为人民币186亿元,其中,智能电动汽车收入人民币181亿元,其他相关业务收入人民币5亿元。</p><p>本季度,智能电动汽车及AI等创新业务分部毛利率为23.2%,经营亏损为人民币5亿元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/99b330c7a5fe2b62c4d008bd67f85ddd","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198566100","content_text":"5月27日, 小米集团-W 公布财报,2025年第一季度,集团收入及盈利均再次创下历史新高。2025年第一季度,小米集团总收入为人民币1,113亿元,创历史新高,同比增长47.4%。业务分部来看,2025年第一季度,手机×AIoT分部收入为人民币927亿元,同比增长22.8%,智能电动汽车及AI等创新业务分部收入为人民币186亿元。本季度,集团经调整净利润为人民币107亿元,创历史新高,同比增长64.5%。2025年第一季度,Xiaomi SU 7系列交付新车达75,869辆。同时公司将扩充产能,目前Xiaomi SU 7系列累计交付量超258,000台。智能手机业务收入为人民币506亿元,同比增长8.9%,毛利率达到12.4%。全球智能手机出货量为41.8百万台,同比增长3.0%,持续7个季度实现同比增长。根据Canalys数据,2025年第一季度,小米全球智能手机出货量排名前三,市场份额为14.1%,连续第19个季度排名全球前三。互联网用户规模持续扩大,全球及中国大陆的月活跃用户数再创历史新高。 2025年3月全球月活跃用户数达到718.8百万,同比增长9.2%。其中,中国大陆月活跃用户数达到181.1百万,同比增长12.9%。2025年第一季度,智能大家电的收入同比增长达113.8%。其中,空调产品出货量超110万台,同比增速超过65%;冰箱产品出货量超88万台,同比增速超过65%;洗衣机产品出货量超74万台,同比增速超过100%;其中,洗衣机、冰箱出货量均创历史新高自2025年第一季度起,公司“智能电动汽车等创新业务”经营分部更新为“智能电动汽车及AI等创新业务”。2025年第一季度,智能电动汽车及AI等创新业务分部总收入为人民币186亿元,其中,智能电动汽车收入人民币181亿元,其他相关业务收入人民币5亿元。本季度,智能电动汽车及AI等创新业务分部毛利率为23.2%,经营亏损为人民币5亿元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437825623535784,"gmtCreate":1747926161881,"gmtModify":1747926995493,"author":{"id":"4200792766970972","authorId":"4200792766970972","name":"诸葛亮小财神","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4200792766970972","authorIdStr":"4200792766970972"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a> 最垃圾的就是中丐,膝盖太软了","listText":"<a 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href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> 世界上最聪明的ai王模型,grok-3发布了,利好特斯拉","listText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> 世界上最聪明的ai王模型,grok-3发布了,利好特斯拉","text":"$Direxion Daily TSLA Bull 2X Shares(TSLL)$ 世界上最聪明的ai王模型,grok-3发布了,利好特斯拉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/404798454182536","isVote":1,"tweetType":1,"viewCount":710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402338781745576,"gmtCreate":1739245628574,"gmtModify":1739245630648,"author":{"id":"4200792766970972","authorId":"4200792766970972","name":"诸葛亮小财神","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4200792766970972","authorIdStr":"4200792766970972"},"themes":[],"htmlText":"涨涨涨","listText":"涨涨涨","text":"涨涨涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402338781745576","repostId":"2510407847","repostType":2,"repost":{"id":"2510407847","kind":"news","pubTimestamp":1739242800,"share":"https://www.laohu8.com/m/news/2510407847?lang=&edition=full","pubTime":"2025-02-11 11:00","market":"fut","language":"zh","title":"特斯拉在华第二座工厂落户上海:储能和车辆业务齐头并进","url":"https://stock-news.laohu8.com/highlight/detail?id=2510407847","media":"财经无忌","summary":"2月11日上午,特斯拉上海储能超级工厂投产仪式在上海临港举行。2024年第四季度,特斯拉创下新的车辆交付纪录,同时上海超级工厂再创中国市场交付新纪录。Powerwall 和 Megapack 的供应一度受到产能限制,如今随着上海储能超级工厂的正式投产,预计2025 年特斯拉能源系统装机量将实现至少 50%的同比增长,特斯拉储能与电车业务将齐头并进,预计特斯拉的发展也将进入全新发展阶段。","content":"<html><body><div>\n<p cms-style=\"font-L\">2月11日上午,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>上海储能超级工厂投产仪式在<span><a href=\"https://laohu8.com/S/600848\">上海临港</a></span><span></span>举行。首台超大型商用电化学储能系统Megapack从上海储能超级工厂成功下线,标志着特斯拉在华业务正式步入了新阶段。</p><div><img src=\"http://n.sinaimg.cn/spider20250211/697/w1378h919/20250211/4a25-05a8aa79a4455f55dab44348f7322396.jpg\"/><span></span></div><p cms-style=\"font-L\">在投产仪式上,特斯拉公司能源与充电业务副总裁麦克·斯耐德(Mike Snyder)表示,“我们致力于打造能源产品与电动车协同,来实现我们的愿景:加速世界向可持续能源的转变。今天,我们在这里共同庆祝上海储能超级工厂投产,它将于本季度开始产能爬坡,助力特斯拉开拓更多市场。 ”</p><div><img src=\"http://n.sinaimg.cn/spider20250211/697/w1378h919/20250211/cc6c-b414715b2ec6a17608f65db93c5ecc3f.jpg\"/><span></span></div><p cms-style=\"font-L\">特斯拉上海储能超级工厂,于2023年4月9日签约落地上海临港,是特斯拉在美国本土以外首个储能超级工厂项目。2024年5月23日开工建设,同年12月26日,上海储能超级工厂正式竣工验收。历时7个月时间,刷新了2019年特斯拉上海超级工厂创下的“当年动工、当年投产、当年交付”的“特斯拉速度”。</p><div><img src=\"http://n.sinaimg.cn/spider20250211/473/w1379h694/20250211/40f2-8ee013f88a40f7f04a73521adb608152.png\"/><span></span></div><p cms-style=\"font-L\">上海储能超级工厂占地约20万平方米,面积相当于30个标准足球场大小。内设焊装、涂装、总装等主要制造工艺,配备了先进的自动化生产设备和先进的管理系统,规划年产新一代特斯拉超大型商用电化学储能系统Megapack 1万台,储能规模近40吉瓦时(1吉瓦时等于1000兆瓦时),这相当于1万3000个家庭,或40个中型工厂一年的用电量。如果这些能源全部来源于清洁能源,则可以减少至少2万吨二氧化碳的排放。</p><p cms-style=\"font-L\">单是一台特斯拉的每台电化学商用储能系统Megapack,就可存储超过3.9兆瓦时(合3900度电)的能源,足以让62辆特斯拉Model 3后轮驱动版车型从0充满电。</p><div><img src=\"http://n.sinaimg.cn/spider20250211/672/w1516h756/20250211/30cf-03d531c4993036ce0b593b3c2a3f5f97.png\"/><span></span></div><p cms-style=\"font-L\">明星产品:特斯拉储能系统Megapack</p><div><img src=\"http://n.sinaimg.cn/spider20250211/350/w1248h702/20250211/38d9-7d7e855439971d96e9d29d0f8dc26c50.jpg\"/><span></span></div><p cms-style=\"font-L\">安全可靠,是特斯拉储能系统Megapack的最大特点,这也是它在全球储能市场广受欢迎的原因。</p><p cms-style=\"font-L\">全球知名咨询机构伍德麦肯兹(Wood Mackenzie)发布的《全球电池储能系统集成商排名2024》(Global battery energy storage system (BESS) integrator rankings 2024)显示,2023年,特斯拉以15%的市场份额位列全球第一。特斯拉不仅缔造了全球最畅销的乘用车型Model Y,是全球规模最大的新能源纯电车企,同时还是全球最大的电池储能系统集成商,储能业务持续保持高速增长。</p><div><img src=\"http://n.sinaimg.cn/spider20250211/342/w1080h862/20250211/ba07-dffcc1099aeae51b0c7e406ace2d84bb.png\"/><span></span></div><p cms-style=\"font-L\">权威机构给斯拉储能系统Megapack 的评价是,能量密度高、充电速度快、部署灵活;能够可靠、安全地为电网存储及供应能源,无需建造天然气调峰电厂,又避免断电,致力于为客户提供可重复、低风险的电网即插即用解决方案。所有储能系统发货时均已完全组装好,随时可用,有效降低复杂性,实现快速安装。系统维护成本低,拥有长达 20 年的质保服务,并且可通过 OTA 远程软件升级,持续优化功能。</p><p cms-style=\"font-L\">目前,特斯拉能源产品已在美国、加拿大、澳大利亚、英国、日本等多个国家或地区投入应用,遍布全球超过65个国家和地区。2024年全年,特斯拉储能产品装机量达31.4吉瓦时,已成为特斯拉遍布全球广受欢迎的明星产品。</p><div><img src=\"http://n.sinaimg.cn/spider20250211/420/w1292h728/20250211/119d-6bd160c2295c314e92a947cc139cbf41.jpg\"/><span></span></div><p cms-style=\"font-L\">在澳大利亚的<a href=\"https://laohu8.com/S/VCP.UK\">维多利亚</a>州,Victoria Big Battery是目前全球规模最大的可再生能源储能项目之一,可再生能源发电设施以及212台储能系统Megapack机组的建成,为该地区提供了充足的备用电保护。</p><p cms-style=\"font-L\">迅猛增长:特斯拉储能业务装机量持续创下新高</p><p cms-style=\"font-L\">近年来,特斯拉储能业务实现跨越式发展,全球装机量持续攀升:2022年储能业务装机量为6.5吉瓦时,同比增长了64%,2023年储能业务装机量14.7吉瓦时,同比增长125%。2024年特斯拉财报显示,储能产品全年装机量达31.4吉瓦时,同比增长113%。其中,2024年第四季度,Powerwall和Megapack的装机量均创下历史新高,能源存储业务装机量合计达到11.0吉瓦时,并实现了历史最高季度<font cms-style=\"font-L\">毛利</font>。</p><p cms-style=\"font-L\">特斯拉储能系统Megapack是应对全球能源转型需求的关键解决方案。随着世界范围内从化石燃料向可再生能源的加速过渡,<span><a href=\"https://laohu8.com/S/000591\">太阳能</a></span><span></span>和风能等清洁能源的间歇性、波动性、随机性问题逐渐显现。这些能源的发电量受天气和时间的影响,供需之间的波动会对电网稳定性造成巨大挑战。</p><p cms-style=\"font-L\">因此,开发一套高效的大规模储能系统,能够在能源过剩时储存电力、在用电高峰时释放电力,成为解决这一问题的必要手段。特斯拉凭借其在电池技术和能源管理领域的深厚积累,推出了超大型商用电化学储能系统 Megapack这一产品,为全球能源系统的转型提供了强有力的支持。</p><div><img src=\"http://n.sinaimg.cn/spider20250211/604/w1379h825/20250211/47aa-00704760ebd34ac545b24e4c8a602960.png\"/><span></span></div><p cms-style=\"font-L\">“2025 年将成为特斯拉历史上开创性的一年”</p><p cms-style=\"font-L\">在2024年度财报电话会上马斯克表示,“2025年将是特斯拉历史上开创性的一年,甚至可能比之前Roadster和S3XY车型发布的年份还重要。”</p><p cms-style=\"font-L\">作为少有的集齐了海量训练数据、大规模算力、智能辅助驾驶系统、先进制造、可持续能源供给等多张王牌的引领者,2024年,特斯拉在多个领域创下了新纪录,并将在2025年持续引领市场。</p><p cms-style=\"font-L\">2024年第四季度,特斯拉创下新的车辆交付纪录,同时上海超级工厂再创中国市场交付新纪录。2024年特斯拉Model Y即将蝉联全球最畅销乘用车车型,在丹麦、挪威、瑞典、瑞士和荷兰多个市场均为最畅销的车型,特斯拉成为韩国市场增长最快的品牌,并在菲律宾市场开启了车辆销售。在全球销冠Model Y基础上全面升级的焕新Model Y已经推出,将于2025年第一季度开启交付。</p><div><img src=\"http://n.sinaimg.cn/spider20250211/500/w1202h898/20250211/9b3e-ed062c3392bb3b99d39ac4c6fee2f09c.png\"/><span></span></div><p cms-style=\"font-L\">2025年特斯拉智能辅助驾驶系统计划进入全球多个市场,特斯拉将在2025年6月在得州奥斯汀推出无监督的全自驾付费服务。目前已经在加州弗里蒙特工厂内部实现了特斯拉的无驾驶员监管的智能辅助驾驶能力,并且很快将在得州超级工厂实现。同时特斯拉也在积极推进智能辅助驾驶系统(驾驶员监管版)在2025年进入欧洲和中国市场。</p><p cms-style=\"font-L\">Powerwall 和 Megapack 的供应一度受到产能限制,如今随着上海储能超级工厂的正式投产,预计2025 年特斯拉能源系统装机量将实现至少 50%的同比增长,特斯拉储能与电车业务将齐头并进,预计特斯拉的发展也将进入全新发展阶段。</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉在华第二座工厂落户上海:储能和车辆业务齐头并进</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉在华第二座工厂落户上海:储能和车辆业务齐头并进\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-11 11:00 北京时间 <a href=https://finance.sina.com.cn/stock/relnews/us/2025-02-11/doc-inekanhm6815503.shtml><strong>财经无忌</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月11日上午,特斯拉上海储能超级工厂投产仪式在上海临港举行。首台超大型商用电化学储能系统Megapack从上海储能超级工厂成功下线,标志着特斯拉在华业务正式步入了新阶段。在投产仪式上,特斯拉公司能源与充电业务副总裁麦克·斯耐德(Mike Snyder)表示,“我们致力于打造能源产品与电动车协同,来实现我们的愿景:加速世界向可持续能源的转变。今天,我们在这里共同庆祝上海储能超级工厂投产,它将于...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/relnews/us/2025-02-11/doc-inekanhm6815503.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.sina.com.cn/stock/relnews/us/2025-02-11/doc-inekanhm6815503.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2510407847","content_text":"2月11日上午,特斯拉上海储能超级工厂投产仪式在上海临港举行。首台超大型商用电化学储能系统Megapack从上海储能超级工厂成功下线,标志着特斯拉在华业务正式步入了新阶段。在投产仪式上,特斯拉公司能源与充电业务副总裁麦克·斯耐德(Mike Snyder)表示,“我们致力于打造能源产品与电动车协同,来实现我们的愿景:加速世界向可持续能源的转变。今天,我们在这里共同庆祝上海储能超级工厂投产,它将于本季度开始产能爬坡,助力特斯拉开拓更多市场。 ”特斯拉上海储能超级工厂,于2023年4月9日签约落地上海临港,是特斯拉在美国本土以外首个储能超级工厂项目。2024年5月23日开工建设,同年12月26日,上海储能超级工厂正式竣工验收。历时7个月时间,刷新了2019年特斯拉上海超级工厂创下的“当年动工、当年投产、当年交付”的“特斯拉速度”。上海储能超级工厂占地约20万平方米,面积相当于30个标准足球场大小。内设焊装、涂装、总装等主要制造工艺,配备了先进的自动化生产设备和先进的管理系统,规划年产新一代特斯拉超大型商用电化学储能系统Megapack 1万台,储能规模近40吉瓦时(1吉瓦时等于1000兆瓦时),这相当于1万3000个家庭,或40个中型工厂一年的用电量。如果这些能源全部来源于清洁能源,则可以减少至少2万吨二氧化碳的排放。单是一台特斯拉的每台电化学商用储能系统Megapack,就可存储超过3.9兆瓦时(合3900度电)的能源,足以让62辆特斯拉Model 3后轮驱动版车型从0充满电。明星产品:特斯拉储能系统Megapack安全可靠,是特斯拉储能系统Megapack的最大特点,这也是它在全球储能市场广受欢迎的原因。全球知名咨询机构伍德麦肯兹(Wood Mackenzie)发布的《全球电池储能系统集成商排名2024》(Global battery energy storage system (BESS) integrator rankings 2024)显示,2023年,特斯拉以15%的市场份额位列全球第一。特斯拉不仅缔造了全球最畅销的乘用车型Model Y,是全球规模最大的新能源纯电车企,同时还是全球最大的电池储能系统集成商,储能业务持续保持高速增长。权威机构给斯拉储能系统Megapack 的评价是,能量密度高、充电速度快、部署灵活;能够可靠、安全地为电网存储及供应能源,无需建造天然气调峰电厂,又避免断电,致力于为客户提供可重复、低风险的电网即插即用解决方案。所有储能系统发货时均已完全组装好,随时可用,有效降低复杂性,实现快速安装。系统维护成本低,拥有长达 20 年的质保服务,并且可通过 OTA 远程软件升级,持续优化功能。目前,特斯拉能源产品已在美国、加拿大、澳大利亚、英国、日本等多个国家或地区投入应用,遍布全球超过65个国家和地区。2024年全年,特斯拉储能产品装机量达31.4吉瓦时,已成为特斯拉遍布全球广受欢迎的明星产品。在澳大利亚的维多利亚州,Victoria Big Battery是目前全球规模最大的可再生能源储能项目之一,可再生能源发电设施以及212台储能系统Megapack机组的建成,为该地区提供了充足的备用电保护。迅猛增长:特斯拉储能业务装机量持续创下新高近年来,特斯拉储能业务实现跨越式发展,全球装机量持续攀升:2022年储能业务装机量为6.5吉瓦时,同比增长了64%,2023年储能业务装机量14.7吉瓦时,同比增长125%。2024年特斯拉财报显示,储能产品全年装机量达31.4吉瓦时,同比增长113%。其中,2024年第四季度,Powerwall和Megapack的装机量均创下历史新高,能源存储业务装机量合计达到11.0吉瓦时,并实现了历史最高季度毛利。特斯拉储能系统Megapack是应对全球能源转型需求的关键解决方案。随着世界范围内从化石燃料向可再生能源的加速过渡,太阳能和风能等清洁能源的间歇性、波动性、随机性问题逐渐显现。这些能源的发电量受天气和时间的影响,供需之间的波动会对电网稳定性造成巨大挑战。因此,开发一套高效的大规模储能系统,能够在能源过剩时储存电力、在用电高峰时释放电力,成为解决这一问题的必要手段。特斯拉凭借其在电池技术和能源管理领域的深厚积累,推出了超大型商用电化学储能系统 Megapack这一产品,为全球能源系统的转型提供了强有力的支持。“2025 年将成为特斯拉历史上开创性的一年”在2024年度财报电话会上马斯克表示,“2025年将是特斯拉历史上开创性的一年,甚至可能比之前Roadster和S3XY车型发布的年份还重要。”作为少有的集齐了海量训练数据、大规模算力、智能辅助驾驶系统、先进制造、可持续能源供给等多张王牌的引领者,2024年,特斯拉在多个领域创下了新纪录,并将在2025年持续引领市场。2024年第四季度,特斯拉创下新的车辆交付纪录,同时上海超级工厂再创中国市场交付新纪录。2024年特斯拉Model Y即将蝉联全球最畅销乘用车车型,在丹麦、挪威、瑞典、瑞士和荷兰多个市场均为最畅销的车型,特斯拉成为韩国市场增长最快的品牌,并在菲律宾市场开启了车辆销售。在全球销冠Model Y基础上全面升级的焕新Model Y已经推出,将于2025年第一季度开启交付。2025年特斯拉智能辅助驾驶系统计划进入全球多个市场,特斯拉将在2025年6月在得州奥斯汀推出无监督的全自驾付费服务。目前已经在加州弗里蒙特工厂内部实现了特斯拉的无驾驶员监管的智能辅助驾驶能力,并且很快将在得州超级工厂实现。同时特斯拉也在积极推进智能辅助驾驶系统(驾驶员监管版)在2025年进入欧洲和中国市场。Powerwall 和 Megapack 的供应一度受到产能限制,如今随着上海储能超级工厂的正式投产,预计2025 年特斯拉能源系统装机量将实现至少 50%的同比增长,特斯拉储能与电车业务将齐头并进,预计特斯拉的发展也将进入全新发展阶段。\n\n\n\n海量资讯、精准解读,尽在新浪财经APP","news_type":1},"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402147556057776,"gmtCreate":1739199050311,"gmtModify":1739199051592,"author":{"id":"4200792766970972","authorId":"4200792766970972","name":"诸葛亮小财神","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4200792766970972","authorIdStr":"4200792766970972"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/KC\">$金山云(KC)$ </a> 位置太高了,怕了","listText":"<a href=\"https://laohu8.com/S/KC\">$金山云(KC)$ </a> 位置太高了,怕了","text":"$金山云(KC)$ 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这也太垃圾了,天天跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439600624607248","isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439549556240608,"gmtCreate":1748340223074,"gmtModify":1748340224771,"author":{"id":"4200792766970972","authorId":"4200792766970972","name":"诸葛亮小财神","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4200792766970972","authorIdStr":"4200792766970972"},"themes":[],"htmlText":"我们赢了","listText":"我们赢了","text":"我们赢了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439549556240608","repostId":"1198566100","repostType":2,"repost":{"id":"1198566100","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1748338060,"share":"https://www.laohu8.com/m/news/1198566100?lang=&edition=full","pubTime":"2025-05-27 17:27","market":"us","language":"zh","title":"小米Q1收入及盈利均再创历史新高,Xiaomi SU 7系列交付新车达75,869辆","url":"https://stock-news.laohu8.com/highlight/detail?id=1198566100","media":"老虎资讯综合","summary":"5月27日, $小米集团-W$ 公布财报,2025年第一季度,集团收入及盈利均再次创下历史新高。业务分部来看,2025年第一季度,手机×AIoT分部收入为人民币927亿元,同比增长22.8%,智能电动汽车及AI等创新业务分部收入为人民币186亿元。本季度,集团经调整净利润为人民币107亿元,创历史新高,同比增长64.5%。其中,中国大陆月活跃用户数达到181.1百万,同比增长12.9%。","content":"<html><head></head><body><p>5月27日, <a href=\"https://laohu8.com/S/01810\">小米集团-W</a> 公布财报,2025年第一季度,集团收入及盈利均再次创下历史新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3cf1b53aa9e9e023679818064479a48a\" title=\"\" tg-width=\"1095\" tg-height=\"436\"/></p><p>2025年第一季度,小米集团总收入为人民币1,113亿元,创历史新高,同比增长47.4%。业务分部来看,2025年第一季度,手机×AIoT分部收入为人民币927亿元,同比增长22.8%,智能电动汽车及AI等创新业务分部收入为人民币186亿元。本季度,集团经调整净利润为人民币107亿元,创历史新高,同比增长64.5%。</p><p>2025年第一季度,Xiaomi SU 7系列交付新车达75,869辆。同时公司将扩充产能,目前Xiaomi SU 7系列累计交付量超258,000台。</p><p>智能手机业务收入为人民币506亿元,同比增长8.9%,毛利率达到12.4%。全球智能手机出货量为41.8百万台,同比增长3.0%,持续7个季度实现同比增长。</p><p>根据Canalys数据,2025年第一季度,小米全球智能手机出货量排名前三,市场份额为14.1%,连续第19个季度排名全球前三。</p><p>互联网用户规模持续扩大,全球及中国大陆的月活跃用户数再创历史新高。 2025年3月全球月活跃用户数达到718.8百万,同比增长9.2%。其中,中国大陆月活跃用户数达到181.1百万,同比增长12.9%。</p><p>2025年第一季度,智能大家电的收入同比增长达113.8%。其中,空调产品出货量超110万台,同比增速超过65%;冰箱产品出货量超88万台,同比增速超过65%;洗衣机产品出货量超74万台,同比增速超过100%;其中,洗衣机、冰箱出货量均创历史新高</p><p>自2025年第一季度起,公司“智能电动汽车等创新业务”经营分部更新为“智能电动汽车及AI等创新业务”。</p><p>2025年第一季度,智能电动汽车及AI等创新业务分部总收入为人民币186亿元,其中,智能电动汽车收入人民币181亿元,其他相关业务收入人民币5亿元。</p><p>本季度,智能电动汽车及AI等创新业务分部毛利率为23.2%,经营亏损为人民币5亿元。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小米Q1收入及盈利均再创历史新高,Xiaomi SU 7系列交付新车达75,869辆</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ 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.h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小米Q1收入及盈利均再创历史新高,Xiaomi SU 7系列交付新车达75,869辆\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-05-27 17:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月27日, <a href=\"https://laohu8.com/S/01810\">小米集团-W</a> 公布财报,2025年第一季度,集团收入及盈利均再次创下历史新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3cf1b53aa9e9e023679818064479a48a\" title=\"\" tg-width=\"1095\" tg-height=\"436\"/></p><p>2025年第一季度,小米集团总收入为人民币1,113亿元,创历史新高,同比增长47.4%。业务分部来看,2025年第一季度,手机×AIoT分部收入为人民币927亿元,同比增长22.8%,智能电动汽车及AI等创新业务分部收入为人民币186亿元。本季度,集团经调整净利润为人民币107亿元,创历史新高,同比增长64.5%。</p><p>2025年第一季度,Xiaomi SU 7系列交付新车达75,869辆。同时公司将扩充产能,目前Xiaomi SU 7系列累计交付量超258,000台。</p><p>智能手机业务收入为人民币506亿元,同比增长8.9%,毛利率达到12.4%。全球智能手机出货量为41.8百万台,同比增长3.0%,持续7个季度实现同比增长。</p><p>根据Canalys数据,2025年第一季度,小米全球智能手机出货量排名前三,市场份额为14.1%,连续第19个季度排名全球前三。</p><p>互联网用户规模持续扩大,全球及中国大陆的月活跃用户数再创历史新高。 2025年3月全球月活跃用户数达到718.8百万,同比增长9.2%。其中,中国大陆月活跃用户数达到181.1百万,同比增长12.9%。</p><p>2025年第一季度,智能大家电的收入同比增长达113.8%。其中,空调产品出货量超110万台,同比增速超过65%;冰箱产品出货量超88万台,同比增速超过65%;洗衣机产品出货量超74万台,同比增速超过100%;其中,洗衣机、冰箱出货量均创历史新高</p><p>自2025年第一季度起,公司“智能电动汽车等创新业务”经营分部更新为“智能电动汽车及AI等创新业务”。</p><p>2025年第一季度,智能电动汽车及AI等创新业务分部总收入为人民币186亿元,其中,智能电动汽车收入人民币181亿元,其他相关业务收入人民币5亿元。</p><p>本季度,智能电动汽车及AI等创新业务分部毛利率为23.2%,经营亏损为人民币5亿元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/99b330c7a5fe2b62c4d008bd67f85ddd","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198566100","content_text":"5月27日, 小米集团-W 公布财报,2025年第一季度,集团收入及盈利均再次创下历史新高。2025年第一季度,小米集团总收入为人民币1,113亿元,创历史新高,同比增长47.4%。业务分部来看,2025年第一季度,手机×AIoT分部收入为人民币927亿元,同比增长22.8%,智能电动汽车及AI等创新业务分部收入为人民币186亿元。本季度,集团经调整净利润为人民币107亿元,创历史新高,同比增长64.5%。2025年第一季度,Xiaomi SU 7系列交付新车达75,869辆。同时公司将扩充产能,目前Xiaomi SU 7系列累计交付量超258,000台。智能手机业务收入为人民币506亿元,同比增长8.9%,毛利率达到12.4%。全球智能手机出货量为41.8百万台,同比增长3.0%,持续7个季度实现同比增长。根据Canalys数据,2025年第一季度,小米全球智能手机出货量排名前三,市场份额为14.1%,连续第19个季度排名全球前三。互联网用户规模持续扩大,全球及中国大陆的月活跃用户数再创历史新高。 2025年3月全球月活跃用户数达到718.8百万,同比增长9.2%。其中,中国大陆月活跃用户数达到181.1百万,同比增长12.9%。2025年第一季度,智能大家电的收入同比增长达113.8%。其中,空调产品出货量超110万台,同比增速超过65%;冰箱产品出货量超88万台,同比增速超过65%;洗衣机产品出货量超74万台,同比增速超过100%;其中,洗衣机、冰箱出货量均创历史新高自2025年第一季度起,公司“智能电动汽车等创新业务”经营分部更新为“智能电动汽车及AI等创新业务”。2025年第一季度,智能电动汽车及AI等创新业务分部总收入为人民币186亿元,其中,智能电动汽车收入人民币181亿元,其他相关业务收入人民币5亿元。本季度,智能电动汽车及AI等创新业务分部毛利率为23.2%,经营亏损为人民币5亿元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":424256378638456,"gmtCreate":1744596866783,"gmtModify":1744596871111,"author":{"id":"4200792766970972","authorId":"4200792766970972","name":"诸葛亮小财神","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4200792766970972","authorIdStr":"4200792766970972"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/ALB.HK 20250429 100.00 CALL\">$ALB.HK 20250429 100.00 CALL$ </a> 小试牛刀","listText":"<a 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Pro,AI大模型MiMo落地多场景,AIoT连接设备突破9.44亿,技术红利进入释放期。产能与新品双驱动:北京二期工厂6月投产(年产能35万辆),SUV车型YU7上市在即,叠加618启动13亿让利计划,高端机型性价比凸显,预计带动手机与汽车销量环比增长20%以上。 估值重塑在即:当前股价51.55港元(市盈率22倍)显著低于科技龙头均值,若全年交付目标达成,市值有望突破1.5万亿港元。买入评级,目标价70港元。风险提示:供应链波动、**高端机型分流用户,但技术护城河与生态协同优势下,短期回调是布局良机。","text":"$小米集团ADR(XIACY)$ 小米集团(01810.HK)Q1财报:量利齐升,高端破局,科技生态龙头初现小米2025年Q1财报以营收1113亿(+47.4%)、净利107亿(+64.5%)的超预期表现,印证其从“性价比之王”向“科技生态巨头”的战略蜕变。三大核心业务全面爆发:智能手机国内出货量1330万台(+40%),4000元以上机型销量激增210%,全球市占率14.1%;IoT收入323亿(+58.7%),大家电收入翻倍,空调、洗衣机出货量同比超65%;智能电动汽车SU7系列交付7.59万辆,收入186亿,毛利率达23.2%,创行业新标杆。 技术突破构筑长期壁垒:自研3nm旗舰芯片玄戒O1性能对标苹果A18 Pro,AI大模型MiMo落地多场景,AIoT连接设备突破9.44亿,技术红利进入释放期。产能与新品双驱动:北京二期工厂6月投产(年产能35万辆),SUV车型YU7上市在即,叠加618启动13亿让利计划,高端机型性价比凸显,预计带动手机与汽车销量环比增长20%以上。 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位置太高了,怕了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402147556057776","isVote":1,"tweetType":1,"viewCount":763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":404895285715000,"gmtCreate":1739875651528,"gmtModify":1739875653036,"author":{"id":"4200792766970972","authorId":"4200792766970972","name":"诸葛亮小财神","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4200792766970972","authorIdStr":"4200792766970972"},"themes":[],"htmlText":"可以学习同类券商的功能,包括条件选股、股票诊断、语音下单等。您可以根据自己的需求选择相应的功能进行操作。","listText":"可以学习同类券商的功能,包括条件选股、股票诊断、语音下单等。您可以根据自己的需求选择相应的功能进行操作。","text":"可以学习同类券商的功能,包括条件选股、股票诊断、语音下单等。您可以根据自己的需求选择相应的功能进行操作。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/404895285715000","isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":404798454182536,"gmtCreate":1739852781086,"gmtModify":1739852782597,"author":{"id":"4200792766970972","authorId":"4200792766970972","name":"诸葛亮小财神","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4200792766970972","authorIdStr":"4200792766970972"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> 世界上最聪明的ai王模型,grok-3发布了,利好特斯拉","listText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> 世界上最聪明的ai王模型,grok-3发布了,利好特斯拉","text":"$Direxion Daily TSLA Bull 2X Shares(TSLL)$ 世界上最聪明的ai王模型,grok-3发布了,利好特斯拉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/404798454182536","isVote":1,"tweetType":1,"viewCount":710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402338781745576,"gmtCreate":1739245628574,"gmtModify":1739245630648,"author":{"id":"4200792766970972","authorId":"4200792766970972","name":"诸葛亮小财神","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4200792766970972","authorIdStr":"4200792766970972"},"themes":[],"htmlText":"涨涨涨","listText":"涨涨涨","text":"涨涨涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402338781745576","repostId":"2510407847","repostType":2,"repost":{"id":"2510407847","kind":"news","pubTimestamp":1739242800,"share":"https://www.laohu8.com/m/news/2510407847?lang=&edition=full","pubTime":"2025-02-11 11:00","market":"fut","language":"zh","title":"特斯拉在华第二座工厂落户上海:储能和车辆业务齐头并进","url":"https://stock-news.laohu8.com/highlight/detail?id=2510407847","media":"财经无忌","summary":"2月11日上午,特斯拉上海储能超级工厂投产仪式在上海临港举行。2024年第四季度,特斯拉创下新的车辆交付纪录,同时上海超级工厂再创中国市场交付新纪录。Powerwall 和 Megapack 的供应一度受到产能限制,如今随着上海储能超级工厂的正式投产,预计2025 年特斯拉能源系统装机量将实现至少 50%的同比增长,特斯拉储能与电车业务将齐头并进,预计特斯拉的发展也将进入全新发展阶段。","content":"<html><body><div>\n<p cms-style=\"font-L\">2月11日上午,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>上海储能超级工厂投产仪式在<span><a href=\"https://laohu8.com/S/600848\">上海临港</a></span><span></span>举行。首台超大型商用电化学储能系统Megapack从上海储能超级工厂成功下线,标志着特斯拉在华业务正式步入了新阶段。</p><div><img src=\"http://n.sinaimg.cn/spider20250211/697/w1378h919/20250211/4a25-05a8aa79a4455f55dab44348f7322396.jpg\"/><span></span></div><p cms-style=\"font-L\">在投产仪式上,特斯拉公司能源与充电业务副总裁麦克·斯耐德(Mike Snyder)表示,“我们致力于打造能源产品与电动车协同,来实现我们的愿景:加速世界向可持续能源的转变。今天,我们在这里共同庆祝上海储能超级工厂投产,它将于本季度开始产能爬坡,助力特斯拉开拓更多市场。 ”</p><div><img src=\"http://n.sinaimg.cn/spider20250211/697/w1378h919/20250211/cc6c-b414715b2ec6a17608f65db93c5ecc3f.jpg\"/><span></span></div><p cms-style=\"font-L\">特斯拉上海储能超级工厂,于2023年4月9日签约落地上海临港,是特斯拉在美国本土以外首个储能超级工厂项目。2024年5月23日开工建设,同年12月26日,上海储能超级工厂正式竣工验收。历时7个月时间,刷新了2019年特斯拉上海超级工厂创下的“当年动工、当年投产、当年交付”的“特斯拉速度”。</p><div><img src=\"http://n.sinaimg.cn/spider20250211/473/w1379h694/20250211/40f2-8ee013f88a40f7f04a73521adb608152.png\"/><span></span></div><p cms-style=\"font-L\">上海储能超级工厂占地约20万平方米,面积相当于30个标准足球场大小。内设焊装、涂装、总装等主要制造工艺,配备了先进的自动化生产设备和先进的管理系统,规划年产新一代特斯拉超大型商用电化学储能系统Megapack 1万台,储能规模近40吉瓦时(1吉瓦时等于1000兆瓦时),这相当于1万3000个家庭,或40个中型工厂一年的用电量。如果这些能源全部来源于清洁能源,则可以减少至少2万吨二氧化碳的排放。</p><p cms-style=\"font-L\">单是一台特斯拉的每台电化学商用储能系统Megapack,就可存储超过3.9兆瓦时(合3900度电)的能源,足以让62辆特斯拉Model 3后轮驱动版车型从0充满电。</p><div><img src=\"http://n.sinaimg.cn/spider20250211/672/w1516h756/20250211/30cf-03d531c4993036ce0b593b3c2a3f5f97.png\"/><span></span></div><p cms-style=\"font-L\">明星产品:特斯拉储能系统Megapack</p><div><img src=\"http://n.sinaimg.cn/spider20250211/350/w1248h702/20250211/38d9-7d7e855439971d96e9d29d0f8dc26c50.jpg\"/><span></span></div><p cms-style=\"font-L\">安全可靠,是特斯拉储能系统Megapack的最大特点,这也是它在全球储能市场广受欢迎的原因。</p><p cms-style=\"font-L\">全球知名咨询机构伍德麦肯兹(Wood Mackenzie)发布的《全球电池储能系统集成商排名2024》(Global battery energy storage system (BESS) integrator rankings 2024)显示,2023年,特斯拉以15%的市场份额位列全球第一。特斯拉不仅缔造了全球最畅销的乘用车型Model Y,是全球规模最大的新能源纯电车企,同时还是全球最大的电池储能系统集成商,储能业务持续保持高速增长。</p><div><img src=\"http://n.sinaimg.cn/spider20250211/342/w1080h862/20250211/ba07-dffcc1099aeae51b0c7e406ace2d84bb.png\"/><span></span></div><p cms-style=\"font-L\">权威机构给斯拉储能系统Megapack 的评价是,能量密度高、充电速度快、部署灵活;能够可靠、安全地为电网存储及供应能源,无需建造天然气调峰电厂,又避免断电,致力于为客户提供可重复、低风险的电网即插即用解决方案。所有储能系统发货时均已完全组装好,随时可用,有效降低复杂性,实现快速安装。系统维护成本低,拥有长达 20 年的质保服务,并且可通过 OTA 远程软件升级,持续优化功能。</p><p cms-style=\"font-L\">目前,特斯拉能源产品已在美国、加拿大、澳大利亚、英国、日本等多个国家或地区投入应用,遍布全球超过65个国家和地区。2024年全年,特斯拉储能产品装机量达31.4吉瓦时,已成为特斯拉遍布全球广受欢迎的明星产品。</p><div><img src=\"http://n.sinaimg.cn/spider20250211/420/w1292h728/20250211/119d-6bd160c2295c314e92a947cc139cbf41.jpg\"/><span></span></div><p cms-style=\"font-L\">在澳大利亚的<a href=\"https://laohu8.com/S/VCP.UK\">维多利亚</a>州,Victoria Big Battery是目前全球规模最大的可再生能源储能项目之一,可再生能源发电设施以及212台储能系统Megapack机组的建成,为该地区提供了充足的备用电保护。</p><p cms-style=\"font-L\">迅猛增长:特斯拉储能业务装机量持续创下新高</p><p cms-style=\"font-L\">近年来,特斯拉储能业务实现跨越式发展,全球装机量持续攀升:2022年储能业务装机量为6.5吉瓦时,同比增长了64%,2023年储能业务装机量14.7吉瓦时,同比增长125%。2024年特斯拉财报显示,储能产品全年装机量达31.4吉瓦时,同比增长113%。其中,2024年第四季度,Powerwall和Megapack的装机量均创下历史新高,能源存储业务装机量合计达到11.0吉瓦时,并实现了历史最高季度<font cms-style=\"font-L\">毛利</font>。</p><p cms-style=\"font-L\">特斯拉储能系统Megapack是应对全球能源转型需求的关键解决方案。随着世界范围内从化石燃料向可再生能源的加速过渡,<span><a href=\"https://laohu8.com/S/000591\">太阳能</a></span><span></span>和风能等清洁能源的间歇性、波动性、随机性问题逐渐显现。这些能源的发电量受天气和时间的影响,供需之间的波动会对电网稳定性造成巨大挑战。</p><p cms-style=\"font-L\">因此,开发一套高效的大规模储能系统,能够在能源过剩时储存电力、在用电高峰时释放电力,成为解决这一问题的必要手段。特斯拉凭借其在电池技术和能源管理领域的深厚积累,推出了超大型商用电化学储能系统 Megapack这一产品,为全球能源系统的转型提供了强有力的支持。</p><div><img src=\"http://n.sinaimg.cn/spider20250211/604/w1379h825/20250211/47aa-00704760ebd34ac545b24e4c8a602960.png\"/><span></span></div><p cms-style=\"font-L\">“2025 年将成为特斯拉历史上开创性的一年”</p><p cms-style=\"font-L\">在2024年度财报电话会上马斯克表示,“2025年将是特斯拉历史上开创性的一年,甚至可能比之前Roadster和S3XY车型发布的年份还重要。”</p><p cms-style=\"font-L\">作为少有的集齐了海量训练数据、大规模算力、智能辅助驾驶系统、先进制造、可持续能源供给等多张王牌的引领者,2024年,特斯拉在多个领域创下了新纪录,并将在2025年持续引领市场。</p><p cms-style=\"font-L\">2024年第四季度,特斯拉创下新的车辆交付纪录,同时上海超级工厂再创中国市场交付新纪录。2024年特斯拉Model Y即将蝉联全球最畅销乘用车车型,在丹麦、挪威、瑞典、瑞士和荷兰多个市场均为最畅销的车型,特斯拉成为韩国市场增长最快的品牌,并在菲律宾市场开启了车辆销售。在全球销冠Model Y基础上全面升级的焕新Model Y已经推出,将于2025年第一季度开启交付。</p><div><img src=\"http://n.sinaimg.cn/spider20250211/500/w1202h898/20250211/9b3e-ed062c3392bb3b99d39ac4c6fee2f09c.png\"/><span></span></div><p cms-style=\"font-L\">2025年特斯拉智能辅助驾驶系统计划进入全球多个市场,特斯拉将在2025年6月在得州奥斯汀推出无监督的全自驾付费服务。目前已经在加州弗里蒙特工厂内部实现了特斯拉的无驾驶员监管的智能辅助驾驶能力,并且很快将在得州超级工厂实现。同时特斯拉也在积极推进智能辅助驾驶系统(驾驶员监管版)在2025年进入欧洲和中国市场。</p><p cms-style=\"font-L\">Powerwall 和 Megapack 的供应一度受到产能限制,如今随着上海储能超级工厂的正式投产,预计2025 年特斯拉能源系统装机量将实现至少 50%的同比增长,特斯拉储能与电车业务将齐头并进,预计特斯拉的发展也将进入全新发展阶段。</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉在华第二座工厂落户上海:储能和车辆业务齐头并进</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉在华第二座工厂落户上海:储能和车辆业务齐头并进\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-11 11:00 北京时间 <a href=https://finance.sina.com.cn/stock/relnews/us/2025-02-11/doc-inekanhm6815503.shtml><strong>财经无忌</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月11日上午,特斯拉上海储能超级工厂投产仪式在上海临港举行。首台超大型商用电化学储能系统Megapack从上海储能超级工厂成功下线,标志着特斯拉在华业务正式步入了新阶段。在投产仪式上,特斯拉公司能源与充电业务副总裁麦克·斯耐德(Mike Snyder)表示,“我们致力于打造能源产品与电动车协同,来实现我们的愿景:加速世界向可持续能源的转变。今天,我们在这里共同庆祝上海储能超级工厂投产,它将于...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/relnews/us/2025-02-11/doc-inekanhm6815503.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.sina.com.cn/stock/relnews/us/2025-02-11/doc-inekanhm6815503.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2510407847","content_text":"2月11日上午,特斯拉上海储能超级工厂投产仪式在上海临港举行。首台超大型商用电化学储能系统Megapack从上海储能超级工厂成功下线,标志着特斯拉在华业务正式步入了新阶段。在投产仪式上,特斯拉公司能源与充电业务副总裁麦克·斯耐德(Mike Snyder)表示,“我们致力于打造能源产品与电动车协同,来实现我们的愿景:加速世界向可持续能源的转变。今天,我们在这里共同庆祝上海储能超级工厂投产,它将于本季度开始产能爬坡,助力特斯拉开拓更多市场。 ”特斯拉上海储能超级工厂,于2023年4月9日签约落地上海临港,是特斯拉在美国本土以外首个储能超级工厂项目。2024年5月23日开工建设,同年12月26日,上海储能超级工厂正式竣工验收。历时7个月时间,刷新了2019年特斯拉上海超级工厂创下的“当年动工、当年投产、当年交付”的“特斯拉速度”。上海储能超级工厂占地约20万平方米,面积相当于30个标准足球场大小。内设焊装、涂装、总装等主要制造工艺,配备了先进的自动化生产设备和先进的管理系统,规划年产新一代特斯拉超大型商用电化学储能系统Megapack 1万台,储能规模近40吉瓦时(1吉瓦时等于1000兆瓦时),这相当于1万3000个家庭,或40个中型工厂一年的用电量。如果这些能源全部来源于清洁能源,则可以减少至少2万吨二氧化碳的排放。单是一台特斯拉的每台电化学商用储能系统Megapack,就可存储超过3.9兆瓦时(合3900度电)的能源,足以让62辆特斯拉Model 3后轮驱动版车型从0充满电。明星产品:特斯拉储能系统Megapack安全可靠,是特斯拉储能系统Megapack的最大特点,这也是它在全球储能市场广受欢迎的原因。全球知名咨询机构伍德麦肯兹(Wood Mackenzie)发布的《全球电池储能系统集成商排名2024》(Global battery energy storage system (BESS) integrator rankings 2024)显示,2023年,特斯拉以15%的市场份额位列全球第一。特斯拉不仅缔造了全球最畅销的乘用车型Model Y,是全球规模最大的新能源纯电车企,同时还是全球最大的电池储能系统集成商,储能业务持续保持高速增长。权威机构给斯拉储能系统Megapack 的评价是,能量密度高、充电速度快、部署灵活;能够可靠、安全地为电网存储及供应能源,无需建造天然气调峰电厂,又避免断电,致力于为客户提供可重复、低风险的电网即插即用解决方案。所有储能系统发货时均已完全组装好,随时可用,有效降低复杂性,实现快速安装。系统维护成本低,拥有长达 20 年的质保服务,并且可通过 OTA 远程软件升级,持续优化功能。目前,特斯拉能源产品已在美国、加拿大、澳大利亚、英国、日本等多个国家或地区投入应用,遍布全球超过65个国家和地区。2024年全年,特斯拉储能产品装机量达31.4吉瓦时,已成为特斯拉遍布全球广受欢迎的明星产品。在澳大利亚的维多利亚州,Victoria Big Battery是目前全球规模最大的可再生能源储能项目之一,可再生能源发电设施以及212台储能系统Megapack机组的建成,为该地区提供了充足的备用电保护。迅猛增长:特斯拉储能业务装机量持续创下新高近年来,特斯拉储能业务实现跨越式发展,全球装机量持续攀升:2022年储能业务装机量为6.5吉瓦时,同比增长了64%,2023年储能业务装机量14.7吉瓦时,同比增长125%。2024年特斯拉财报显示,储能产品全年装机量达31.4吉瓦时,同比增长113%。其中,2024年第四季度,Powerwall和Megapack的装机量均创下历史新高,能源存储业务装机量合计达到11.0吉瓦时,并实现了历史最高季度毛利。特斯拉储能系统Megapack是应对全球能源转型需求的关键解决方案。随着世界范围内从化石燃料向可再生能源的加速过渡,太阳能和风能等清洁能源的间歇性、波动性、随机性问题逐渐显现。这些能源的发电量受天气和时间的影响,供需之间的波动会对电网稳定性造成巨大挑战。因此,开发一套高效的大规模储能系统,能够在能源过剩时储存电力、在用电高峰时释放电力,成为解决这一问题的必要手段。特斯拉凭借其在电池技术和能源管理领域的深厚积累,推出了超大型商用电化学储能系统 Megapack这一产品,为全球能源系统的转型提供了强有力的支持。“2025 年将成为特斯拉历史上开创性的一年”在2024年度财报电话会上马斯克表示,“2025年将是特斯拉历史上开创性的一年,甚至可能比之前Roadster和S3XY车型发布的年份还重要。”作为少有的集齐了海量训练数据、大规模算力、智能辅助驾驶系统、先进制造、可持续能源供给等多张王牌的引领者,2024年,特斯拉在多个领域创下了新纪录,并将在2025年持续引领市场。2024年第四季度,特斯拉创下新的车辆交付纪录,同时上海超级工厂再创中国市场交付新纪录。2024年特斯拉Model Y即将蝉联全球最畅销乘用车车型,在丹麦、挪威、瑞典、瑞士和荷兰多个市场均为最畅销的车型,特斯拉成为韩国市场增长最快的品牌,并在菲律宾市场开启了车辆销售。在全球销冠Model Y基础上全面升级的焕新Model Y已经推出,将于2025年第一季度开启交付。2025年特斯拉智能辅助驾驶系统计划进入全球多个市场,特斯拉将在2025年6月在得州奥斯汀推出无监督的全自驾付费服务。目前已经在加州弗里蒙特工厂内部实现了特斯拉的无驾驶员监管的智能辅助驾驶能力,并且很快将在得州超级工厂实现。同时特斯拉也在积极推进智能辅助驾驶系统(驾驶员监管版)在2025年进入欧洲和中国市场。Powerwall 和 Megapack 的供应一度受到产能限制,如今随着上海储能超级工厂的正式投产,预计2025 年特斯拉能源系统装机量将实现至少 50%的同比增长,特斯拉储能与电车业务将齐头并进,预计特斯拉的发展也将进入全新发展阶段。\n\n\n\n海量资讯、精准解读,尽在新浪财经APP","news_type":1},"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}