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After visiting the Tesla energy storage super factory, we summarized four key points of new information.

Market IntelThursday, Mar 20, 2025 8:25 pm ET
1min read

21st Century Business reporter Feixinyi Shanghai reporting

Tesla Energy aims to make a big play in China, and its differentiated integration design can it become a "catfish" to stir up the market?

On the morning of March 20, 21st century Business reporter visited the tesla Energy Storage Super Factory located in Shanghai Lingang. This factory just officially put into production in February this year, and is now in the production ramp-up stage, and will soon deliver products, including domestic and overseas markets.

From the product point of view, the integration scheme of Megapack and the mainstream domestic energy storage system integrators has a big difference. 21st Century Business reporter summarized four points.

First, Tesla's Megapack adopts a dedicated custom battery cell, which is different from the mainstream 71173 specifications of 280Ah or 314Ah of the mainstream battery cells adopted by domestic system manufacturers. It customizes a dedicated energy storage battery cell for Megapack from the top lithium battery manufacturers to better match its system design. However, the specific specifications and single cell capacity are not known. Tesla said that the mainstream market is still more concerned about the energy density of the battery cell, and Tesla can provide the highest energy density at the site level, which can save nearly half of the land for customers.

Second, its thermal management is different from the mainstream market scheme, which can guarantee the safety and stable operation of the product throughout its life cycle from the first principle. From the product appearance, its thermal management scheme is more complex, adopting a combination of top air cooling and bottom liquid cooling.

Third, the conversion efficiency of Megapack is relatively high. Related staff said that the conversion efficiency of the entire DC warehouse can reach more than 93%, which is better than the system conversion rate of 85-89% reported by general manufacturers.

It is worth mentioning that it adopts a one-cluster management scheme, with an inverter configured for each battery cluster, with a total of 24 inverters to manage each battery pack separately, so as to have better grid response capability and charging and discharging return efficiency.

Fourth, Tesla's energy storage equipment provides a 15-20-year warranty, which can bring lower investment risks to customers. Tesla believes that most of the energy storage equipment manufacturers on the market still need to replace the battery cells in the later operation process, which increases more costs for the later maintenance. In addition to better product performance, from the full life cycle financial calculation, Tesla's products can provide stable and high-quality project returns for investors.

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Disclaimer: the above is a summary showing certain market information. AInvest is not responsible for any data errors, omissions or other information that may be displayed incorrectly as the data is derived from a third party source. Communications displaying market prices, data and other information available in this post are meant for informational purposes only and are not intended as an offer or solicitation for the purchase or sale of any security. Please do your own research when investing. All investments involve risk and the past performance of a security, or financial product does not guarantee future results or returns. Keep in mind that while diversification may help spread risk, it does not assure a profit, or protect against loss in a down market.
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