Digital New Energy Data BM learned on October 30 that Tesla sprinted for solar energy applications and launched a solar charging scheme for electric vehicles, resulting in a surge in demand for solar panels. In response to the termination of tariff preferences for solar products in Southeast Asia by the end of June next year, Tesla may face the problem of solar energy shortage. Tesla has recently sent personnel to Taiwan to consolidate its material sources. The market expects that the number of orders placed next year is expected to expand, and Taiwan factories such as yuanjing and United Regeneration will benefit.
In response to Tesla's expansion of orders, yuanjing Speech System said that it could not comment on a single customer, emphasizing that overseas battery orders will indeed increase next year, while the main customers are in the United States, with an estimated increase of 30% over the past. At present, the company is actively deploying production capacity to meet customers'future needs.
In addition to the policy factors in Southeast Asia, another reason is that Tesla is actively promoting Tesla Energy Wall in the United States and Canada recently, so that Tesla owners can charge Tesla through their own solar roofs and energy storage equipment in the form of "Charge On Solar". So the demand for solar panels continues to grow.
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