特斯拉推出美国制造的太阳能电池板，这对其太阳能业务来说是罕见的复苏信号

SOLARZOOM光储...01-13

特斯拉更新了其在线配置器，推出了一款新的太阳能电池板，重点强调其在美国纽约Gigafactory的制造。对于特斯拉过去两年似乎一直在拆解的企业来说，这是一次令人惊讶的新产品发布。多年来，我们一直在报道特斯拉太阳能业务的缓慢衰退。自2016年收购SolarCity以来，特斯拉的太阳能部署从未达到前任的高度。过去几年情况变得严峻，特斯拉停止在许多市场安排项目，最终在2024年完全停止公布其太阳能部署...

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York在某种程度上又回归了太阳能工厂。规格：18个能量区？规格显示了415W和420W模块，这是当前市场的标准配置，我们之前报道过特斯拉在2021年采用了420W面板。不过，内部的技术似乎有所不同。特斯拉声称新面板拥有“18个动力区”，而标准面板有6个。标准的半切太阳能电池通常会将面板分为上下两个独立部分，以更好地处理遮阳。如果特斯拉声称有18个分区，他们很可能采用了瓦片单元设计或定制的串状布局，使面板即使在大部分区域被遮蔽时也能保持输出。数据手册还确认集成了源自Zep的无轨安装硬件，特斯拉声称该硬件使面板能更靠近车顶，实现“极简美学”——这项技术是十年前通过太阳能城救助项目获得的。Electrek的看法一方面，我很高兴看到特斯拉终于利用纽约超级工厂实现其最初的用途。“Power Zones”技术听起来确实适合阴影问题，如果能控制制造成本，可能会成为一个有竞争力的产品。市面上有些较小的面板容量达420瓦，但如果它能更好地应对遮阳，效率会更高。另一方面，这对特斯拉的太阳能业务意味着什么？过去两年，特斯拉一直在解雇太阳能调度团队，并大规模取消客户订单。他们明确转向了第三方安装商。这个面板是不是只给特斯拉内部的团队（现在已经是骨干了）？还是他们会把这款高端的美国制造面板卖给第三方安装商？我认为会是后者。如果他们把设备卖给第三方，它就会直接和那些安装商喜欢用的普通配电盘竞争。如果他们自己拿走，就需要重建一支刚刚花了多年时间拆解的工厂团队。感觉特斯拉的太阳能策略仍然有些摇摆不定。但至少目前，太阳能行业还有点动力。（HJT产业链价格行情请点阅读原文查阅）公众号主页下载HJT白皮书↑↑↑","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":"productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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; 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