100GW！特斯拉重启光伏组件生产

世纪新能源网02-07

近日，特斯拉官网选配系统悄悄更新，TSP-420型号太阳能面板正式亮相。这款面板提供415W和420W两种功率版本，与当前市场主流规格接近。官方宣传重点只有一句话——“由人类匠心打造，自豪产于地球，组装于美国纽约州布法罗市”。此前特斯拉在举行第三季度财报电话会议上宣布，已在纽约布法罗超级工厂启动自研新款户用太阳能电池板的生产，首批产品预计于2026年第一季度交付用户。如今看来，此项目标已经完成。在...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260207111640a6ddc259&s=b><strong>世纪新能源网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，特斯拉官网选配系统悄悄更新，TSP-420型号太阳能面板正式亮相。这款面板提供415W和420W两种功率版本，与当前市场主流规格接近。官方宣传重点只有一句话——“由人类匠心打造，自豪产于地球，组装于美国纽约州布法罗市”。此前特斯拉在举行第三季度财报电话会议上宣布，已在纽约布法罗超级工厂启动自研新款户用太阳能电池板的生产，首批产品预计于2026年第一季度交付用户。如今看来，此项目标已经完成。在...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260207111640a6ddc259&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TSLQ","symbol_name":"2倍做空TSLA 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Tesla restarts photovoltaic module production","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSYY":0.6,"TESL":0.6,"TSLG":0.6,"TSII":0.6,"TSL":0.6,"TSLT":0.6,"TSLI":0.6,"TSLY":0.6,"TSLW":0.6,"TSLO":0.6,"CRSH":0.6,"07766":0.6,"TSLZ":0.6,"TSLP":0.6,"TSLS":0.6,"TSLR":0.6,"TSDD":0.6,"TSLA":1.95,"TSLQ":0.6},"content_text":"近日，特斯拉官网选配系统悄悄更新，TSP-420型号太阳能面板正式亮相。这款面板提供415W和420W两种功率版本，与当前市场主流规格接近。官方宣传重点只有一句话——“由人类匠心打造，自豪产于地球，组装于美国纽约州布法罗市”。此前特斯拉在举行第三季度财报电话会议上宣布，已在纽约布法罗超级工厂启动自研新款户用太阳能电池板的生产，首批产品预计于2026年第一季度交付用户。如今看来，此项目标已经完成。在此前多年，特斯拉的面板产品主要采用外部代工模式，供应商包括韩华 Q Cells 等品牌。本次新品的规格声明显示，特斯拉已经重新回到相对自主的制造路线，结合自研设计与本地组装，使纽约超级工厂在一定程度上回归了最初的光伏制造定位。同时，随着特斯拉2025年度财报的亮相，特斯拉（TSLA.US）当前以及未来的业务发展重点也受到外界关注。根据2025财年数据，特斯拉储能业务的装机量增长了48%，其中Powerwall在全球的部署量已经超过100万台，还有25%的Powerwall参与到了虚拟电厂。值得一提的是，特斯拉真要落实建设100GW的光伏产能。此前马斯克在达沃斯论坛宣布，特斯拉与SpaceX计划在未来三年内于美国本土实现100GW的光伏产能。在本次财报电话会议上，该公司管理层表示将致力于实现100GW 的太阳能电池产能。而这一举措除了为人工智能数据中心供电外，利用太阳能和储能系统，还可以为电网增加大规模的可用容量。编辑：刘英丽责编：刘婧媛","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","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/2609819545","isCrawlerRequest":true}