Tesla More Than Doubles Energy Storage Deployment To Mark Its Best Quarter Yet Even As EV Demand Concerns Persist
Tesla More Than Doubles Energy Storage Deployment To Mark Its Best Quarter Yet Even As EV Demand Concerns Persist
EV giant Tesla Inc (NASDAQ:TSLA) said on Tuesday that it deployed 9.4 Gigawatt-hours of energy storage products in the second quarter, marking its highest quarterly deployment yet, and a jump of nearly 132% from the first quarter.
电动汽车巨头特斯拉公司（NASDAQ:TSLA）在周二表示，第二季度部署了9.4千兆瓦时的储能产品，标志着其最高季度部署量，比第一季度增长近132%。
What Happened: Tesla started reporting the amount of energy storage products it deployed with its vehicle delivery numbers starting in the first quarter of 2024. Until then, the company reserved reporting on its energy storage segment for its quarterly financial report, rather than the delivery report.
发生了什么：特斯拉从2024年第一季度开始报告其车辆交付数量涉及的储能产品数量。在此之前，该公司仅在季度财务报告中保留对其能源储存板块的报告，而不是交付报告。
In the first quarter, the company deployed 4.053 GWh of energy storage products. The energy generation and storage segment, Tesla's highest margin business, subsequently reaped revenue of $1.635 billion. At the time, the company also said that it continuing to ramp its 40 GWh Megafactory in Lathrop, California, toward full capacity.
在第一季度，该公司部署了4.053千兆瓦时的储能产品。能源发电和储存板块是特斯拉最高利润的业务，随后获得了16.35亿美元的收入。当时，该公司还表示正在继续将其位于加利福尼亚州拉思罗普的40千兆瓦时超级工厂逐步提高至全产能。
Tesla manufactures its powerful batteries called Megapacks aimed at energy storage at the Lathrop factory. Each megapack unit can store over 3.9 Megawatt-hours of energy or enough to power an average of 3,600 homes for an hour.
特斯拉在拉思罗普工厂生产名为Megapack的强大电池，旨在用于储能。每个Megapack装置可以储存超过3.9兆瓦小时的能量，足以为平均3600户家庭提供一个小时的电力。
While Tesla's automotive segment remains its primary revenue source, the company is actively seeking to bolster revenues from other segments such as energy storage, robotics, and vehicle autonomy.
虽然特斯拉的汽车板块仍是其主要的营收来源，但公司正在积极寻求增加储能、机器人和车辆自主性等其他板块的营收额。
The company delivered 443,956 vehicles in the second quarter worldwide, marking a 4.8% drop from last year, owing to increased competition and dwindling EV demand in its key markets.
该公司在第二季度全球交付了443,956辆汽车，较去年下降了4.8%，这归因于其关键市场中竞争加剧和电动汽车需求下降。
Why It Matters: In January, Tesla expressed expectations for the growth rate of deployment and revenue in the energy storage business in 2024 to surpass that of the automotive sector. Deployments will be volatile and impacted by logistics and global distribution of products, said the company, while adding that it still expects continued growth on a twelve-month basis.
为什么重要：特斯拉在1月份表示，到2024年，储能业务的部署和收入增长率将超过汽车行业。公司表示，部署量将受物流和产品全球分销的影响而波动，同时还预计在12个月的基础上继续增长。
In April, Musk said that the demand for its stationary energy storage products is "super high" and hinted that the company might make more batteries for energy storage than cars in the long term. "I think Tesla might end up doing more total Joules in stationary than mobile long-term," Musk said.
今年4月，马斯克表示，其静态能量储存产品的需求“非常高”，并暗示公司在长期内可能会生产更多的用于能源储存的电池，而不是汽车。马斯克说：“我认为特斯拉在静态储存方面的总焦耳值可能会比移动端更多。”
Earlier this month, during Tesla's annual shareholder meeting, Musk also said that the company is on track to complete a "massive number of energy deployments."
本月早些时候，在特斯拉的年度股东大会上，马斯克还表示，公司正计划完成“大量的能源部署。”他说：“我们似乎正在实现每年能源存储部署和静态电池组的200％到300％的同比增长。因此，问题的关键点就在于能否建造更多的Megapacks和Powerwalls。”
"We seem to be tracking to sort of a 200- to 300-percent year-over-year growth in energy storage deployment and stationary pack. So it's giant. And the limiting factor really is being able to build more Megapacks and build more Powerwalls," he said.
他说：“我们似乎正在跟踪静态储能的部署量和电池组增长200%到300%的年增长率。所以这是巨大的。唯一的限制因素实际上是能够建造更多的Megapacks和Powerwalls。”
In 2023, Tesla's energy segment accrued revenues of $6,035 million, up 54% from 2022.
2023年，特斯拉的能源板块实现了60.35亿美元的营业收入，同比增长54%。
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Photo courtesy: Tesla
图片提供：特斯拉