特斯拉低调布局大规模太阳能扩张

环球市场播报
Yesterday

  特斯拉似乎正在低调推进其太阳能领域的雄心,正在探索一笔约29亿美元的交易,从中国供应商采购生产设备。

  相关谈判涉及数家公司,包括苏州迈为科技、捷佳伟创拉普拉斯。迈为科技目前似乎是领跑者,消息传出后其股价跃升约12%,其他相关公司股价也上涨逾7%。据报道,这些设备需要在秋季前交付,表明特斯拉的时间表相对紧迫。

  这与马斯克的更广泛愿景相一致。他曾提出到2028年在美国建设100吉瓦的太阳能产能,以为特斯拉的运营提供电力,并支持尤其是数据中心不断增长的电力需求。但这条路并非完全坦途。鉴于美国太阳能市场现状,该计划的实施变得复杂。

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