“最佳销冠”易主！两大储能巨头战绩出炉！

储能产业网01-05

近日，特斯拉发布2025年全球生产与交付报告。数据显示，特斯拉2025年全年全球范围内共计生产电动车约165.5万辆，交付约163.6万辆；储能产品全年装机量达46.7吉瓦时，同比增长48.7%。其中第四季度特斯拉全球生产电动车约43.4万辆，交付共41.8万辆；储能产品装机量达14.2吉瓦时，环比增长13%，创下季度装机量新纪录。与此同时，近期比亚迪也发布了其最新产销快报，2025年全年累计...

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The records of the two major energy storage giants are released!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"TSLA":1.96,"01211":1.94,"002594":1.94,"BYDDY":1.94,"HYDD.SI":0.6},"content_text":"近日，特斯拉发布2025年全球生产与交付报告。数据显示，特斯拉2025年全年全球范围内共计生产电动车约165.5万辆，交付约163.6万辆；储能产品全年装机量达46.7吉瓦时，同比增长48.7%。其中第四季度特斯拉全球生产电动车约43.4万辆，交付共41.8万辆；储能产品装机量达14.2吉瓦时，环比增长13%，创下季度装机量新纪录。与此同时，近期比亚迪也发布了其最新产销快报，2025年全年累计新能源汽车动力电池及储能电池装机总量达约285.634GWh；2025年全年累计销量为460.24万辆，同比增长7.73%；其中纯电车型全年累计销售225.67万辆，同比增长27.86%。值得注意的是，对比两者交付电动汽车的数据显示，特斯拉2025年全球交付汽车163.6万辆，同比下降约8.6%。同期，比亚迪纯电动汽车销量为225.67万辆，这意味着特斯拉有史以来首次被比亚迪超越，比亚迪首次登顶全球纯电汽车销冠。此前特斯拉创始人马斯克在2011年并没有把比亚迪当竞争对手，称“比亚迪没有出色的产品，吸引力不足，技术不强”。谁曾想12年后，马斯克态度反转：“他们的汽车竞争力很强。”01特斯拉储能全年装机达46.7GWh，同比增长48.7%！据此前特斯拉发布的数据，2025年特斯拉超级充电网络规模扩大了18%；Powerwall全球安装量突破百万；与美国道路平均值相比，特斯拉智能辅助驾驶已经将重大碰撞事故发生率降至1/8。2025年12月30日，特斯拉全球第900万辆电动车顺利在上海超级工厂下线。在特斯拉2025年这份业绩的背后，中国市场对特斯拉2025年的战略布局起到了关键支撑作用。作为特斯拉在美国本土之外布局的首个储能超级工厂——位于上海的储能超级工厂于2025年2月正式启动生产。该工厂计划年产能达1万台大型商用电化学储能系统Megapack，总储能规模接近40吉瓦时。截至2025年底，上海工厂已完成2000台Megapack的生产下线。这些产品不仅满足了国内客户的储能需求，还成功出口至欧洲、澳大利亚等市场，为当地公共及商业设施提供了更清洁、更稳定的电力解决方案。与此同时，特斯拉家用储能产品Powerwall的全球装机量在2025年突破100万台。同年9月，公司进一步推出全新Megablock储能系统——该系统基于第三代Megapack打造，采用预设计中压成套设备方案，集成了成熟可靠的高效逆变器与防火系统，并优化了热管理模块，使连接点数量减少78%。据悉，Megablock储能系统预计将于2026年下半年开启交付。02同比增长46.7%！动力与储能电池业务已成关键驱动力据悉，比亚迪2025年全年累计装机总量达到约285.634GWh的数据，较2024年全年的194.705GWh实现了显著增长，同比增长约46.7%，远超公司新能源汽车销量7.73%的增长率。作为全球第二大电池制造商，比亚迪电池外供比例显著提升，2025年前三季度已经突破20%。从中可以看出，动力与储能电池业务成为比亚迪业绩增长的关键驱动力。从月度数据看，其12月单月装机量约为27.352GWh，而2024年同期为23.495GWh，同比增长16%。在业绩增长的背后，此前比亚迪董事长兼总裁王传福在2025年12月就已表示过，比亚迪的核心竞争力在于技术，公司麾下12万工程师团队，是公司后续技术攻坚、重塑领先优势的关键底气与支撑。根据披露，2025年前三季度，比亚迪的研发投入达437.5亿元，同比增长31%，累计研发投入超2200亿元。当前，比亚迪已形成技术壁垒，在全球累计申请专利超4.8万项。在储能产品方面，比亚迪于2025年9月发布了新一代储能产品 “浩瀚”，进一步强化了其在储能市场的技术领先地位。据悉新一代“浩瀚”储能产品搭载了全球最大的储能专用刀片电池，相较于行业常规储能电池提升了300%以上。当前，比亚迪正稳步驶向“新能源汽车+储能”双轮驱动的未来。从汽车制造商到新能源解决方案提供商，比亚迪的战略版图日益清晰。随着“最佳销冠”的桂冠历史性地易主，特斯拉与比亚迪的竞争图谱已然进入全新纪元。无论是在电动车领域还是储能领域，双方都有可圈可点的地方，这场销冠之争的背后，是两大巨头在电动化与能源革命浪潮中，以技术创新为矛、以战略布局为盾，共同塑造全球新能源产业格局的壮阔图景。未来，鹿死谁手尚未可知，但可以肯定的是，特斯拉与比亚迪的每一次交锋与突破，都将深刻定义行业的高度与速度。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2601075153","isCrawlerRequest":true}