能源 / 電池 資訊

摘要

馬斯克在 X 上轉發了特斯拉官方賬號發佈的 2026 年第三季度生產、交付及儲能部署數據，並附有公司更新直播安排。

內容總結

• 馬斯克轉發了特斯拉官方賬號發佈的 Q3 2026 數據：產量 464,391 輛，交付量 486,532 輛，儲能部署 13.7 GWh。
• 原帖同時提到，特斯拉 Q3 公司更新將於 10 月 21 日美國中部時間下午 4:30 在 X 上直播，並附有投資者關係頁面鏈接。

📊 標的：TSLA

來源：Elon Musk / X · 10-03 13:44（北京時間）

🔗 查看 X 原帖

🔴 [Regulatory Filing] Tesla launches "Emergency Drive Away" feature, cost of damaging a Supercharger per use is about 25 thousand USD

Summary:
Tesla has launched the Emergency Drive Away feature via an OTA software update, allowing the vehicle to shift into gear and drive away while the charging connector is still plugged into the charge port, intended for emergency escape scenarios. The feature will be rolled out in the U.S. market with the 2026.38.3 version update, and the damage caused to a Supercharger per use is about 25 thousand USD.

Content Summary:

• Tesla announced the Emergency Drive Away feature in a video posted on X; the vehicle can shift into D gear and drive away while the charging connector is still plugged into the charge port. The feature will be rolled out with the 2026.38.3 software update, and as of October 2 it has not yet been rolled out to non-employee vehicle owners.
• The feature is limited to Tesla vehicles in the United States; Model S and Model X produced before 2021 are not supported.
• Tesla states that the damage cost to a Supercharger per use is about 25 thousand USD, involving electrical and civil engineering costs; when multiple vehicles charge simultaneously, the loss multiplies.
• Tesla explicitly states that the feature is for emergency use only; deliberate abuse will incur additional penalties, and damage to the charge port is not covered by the vehicle warranty.
• According to the Tesla parts catalog, the charge port door for Model 3 or Model Y costs 350 USD, and the charge port itself costs 350 USD, excluding service fees and labor costs; the third-party product EVject is priced at 279 USD.
• The August Twin Falls shooting incident increased pressure on Tesla to allow drivers to escape in an emergency while the vehicle is still connected to a charger.

Source: Tesla Oracle · 10-03 03:30 (Beijing Time)

🔗 Read the original article

🔴 [Official Update] Tesla Robotaxi official website page introduces the autonomous driving fleet network, and separately lists fuel vehicle trade-in promotion terms

Summary:
The Tesla Robotaxi official page states that the company is focused on producing an autonomous driving fleet for the Robotaxi network, and the same page also contains a promotion term offering 2,000 free Supercharging miles for trading in a fuel or hybrid vehicle.

Content summary:

• The Tesla Robotaxi official page states that the company is focused on creating a sustainable future by producing an autonomous driving fleet for the Robotaxi network.
• The promotion terms on the same page show that trading in a fuel vehicle or hybrid vehicle and completing the purchase of a Tesla vehicle can earn 2,000 free Supercharging miles.
• The terms state: Supercharging miles expire two years after the delivery date, are non-extendable, non-transferable, and cannot be redeemed for cash; Supercharging-related fees such as congestion fees are still charged as usual.
• The terms state: used vehicles and B2B sales are not eligible; if the trade-in is not completed for any reason, the promotional miles may be revoked; actual mileage varies due to factors such as driving behavior and environment.
• The terms state: this promotion requires the completion of a fuel or hybrid vehicle trade-in, and may be changed or terminated at any time.

📊 Ticker: TSLA

Source: Tesla Robotaxi Official · 10-03 02:21 (Beijing time)

🔗 View the official original text

摘要

據媒體 NewsCord 彙總 11 家媒體報道，特斯拉報告第三季度交付量為 486,532 輛，儲能部署量升至 13.7 GWh。

內容總結

• 特斯拉報告 Q3 交付 486,532 輛。
• 特斯拉報告 Q3 儲能部署量升至 13.7 GWh。

📊 標的：TSLA
🧭 市場口徑：中性

來源：Google News · 10-03 01:00（北京時間）