馬斯克嘴硬手不軟

特斯拉（Tesla）週五與中國康富國際租賃有限公司及上海市政府簽署總額高達55.7億元人民幣（約5.57億美元）的協議，將在上海興建該公司首座電網級儲能電站。此舉凸顯特斯拉擴展其能源事業版圖的決心，並強化其在中國這一全球最大新能源市場的地位。

On Friday, Tesla signed a 5.57 billion yuan (approximately $557 million USD) agreement with China’s Kangfu International Leasing Co. and the Shanghai Municipal Government to construct its first grid-scale energy storage station in Shanghai. This move underscores Tesla’s firm commitment to expanding its energy business and strengthens its presence in China - the world’s largest new energy market.

這項儲能項目將採用特斯拉專為大型電網應用設計的Megapack電池系統，提供穩定的儲能解決方案，以支援可再生能源併網及電力穩定。據第一財經報導，這項協議的簽署緊接著特斯拉位於上海的電池超級工廠於2025年2月投產，該工廠負責生產本次項目所需的Megapack模組，並供應全球市場。

The project will utilize Tesla’s Megapack battery system, specifically designed for large-scale grid applications, providing stable energy storage solutions to support renewable energy integration and power grid stability. According to Yicai, the deal follows the opening of Tesla’s Megapack battery megafactory in Shanghai in February 2025. This factory will supply Megapack modules for the Shanghai project as well as for global markets.

電動車之外 特斯拉能源布局再升級

Beyond EVs: Tesla’s Energy Strategy Takes Another Leap

這項4億美元的投資，標誌著特斯拉在能源儲存領域的一次重大布局，對其整體電動車生態系統有多方面戰略意義：

此專案也進一步鞏固特斯拉電動車與能源儲存之間的互補關係，從電池製造到儲能應用，形成完整的新能源供應鏈。

雖唱衰ESG 特斯拉行動卻符合永續標準

儘管執行長馬斯克（Elon Musk）一再批評ESG（環境、社會、公司治理）架構的準則過於形式化，但此次特斯拉在中國的儲能大單，卻與全球ESG投資者的期待高度一致：

This $400 million investment marks a significant step in Tesla’s energy storage strategy and has broad strategic implications for its integrated electric vehicle ecosystem:

This project also deepens the synergy between Tesla’s electric vehicles and energy storage solutions - creating a complete new energy supply chain from battery manufacturing to application.

Despite ESG Criticism, Tesla Aligns with Sustainability Standards

While Tesla CEO Elon Musk has repeatedly criticized ESG (Environmental, Social, and Governance) frameworks as overly bureaucratic, this major energy deal in China aligns closely with the expectations of global ESG investors:

儘管馬斯克對ESG評比制度持批評態度，特斯拉的實際業務發展卻逐漸符合永續金融標準，增強了其在ESG投資圈的吸引力。

亮相歐洲科技展 能源創新受關注

Despite Musk’s skepticism of ESG ratings, Tesla’s business actions increasingly meet sustainable finance standards - enhancing its appeal to ESG-conscious investors.

Spotlight at VivaTech: Energy Innovation on Display

特斯拉也於2025年6月12日的巴黎VivaTech科技展中展示其最新能源儲存技術，進一步凸顯其在電動車與能源雙主軸策略上的技術領先地位。該展會聚焦全球創新與新創企業，為特斯拉提供展示其綠色科技願景的重要舞台。

Tesla also showcased its latest energy storage technologies at the 2025 VivaTech technology conference in Paris on June 12, further highlighting its technological leadership in both electric vehicles and energy. The event, which spotlights global innovation and startups, provided Tesla with a key platform to present its green tech vision.

展望未來：全球能源版圖中的特斯拉

Looking Ahead: Tesla in the Global Energy Landscape

隨著特斯拉不斷擴展其能源儲存業務，包括此次上海電站計畫在內的專案，將其打造成為未來全球電動與能源轉型的領航企業之一。這不僅支撐其電動車供應鏈，也使特斯拉成為穩定電網與推動淨零轉型的重要角色。

As Tesla continues to expand its energy storage operations - including this Shanghai station project - it is rapidly positioning itself as a global leader in both electric mobility and energy transformation. These initiatives not only support its EV supply chain but also make Tesla a vital player in grid stabilization and the broader net-zero transition.