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VERSION:2.0
PRODID:-//Catalyst Calendar//CN-US Event Research//ZH
CALSCALE:GREGORIAN
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X-WR-CALNAME:Catalyst Calendar
X-WR-CALDESC:Market-moving event research, reminders and post-event review.
BEGIN:VEVENT
UID:evt-tesla-semi-megapack3-2026-volume-production-ramp@catalyst-calendar.local
DTSTAMP:20260720T200627Z
DTSTART:20260701T130000Z
DTEND:20260701T133000Z
SUMMARY:Tesla Semi、Cybercab与Megapack 3在2026年量产爬坡观察窗口
DESCRIPTION:Tesla在Q1 2026更新中称Cybercab、Tesla Semi和Megapack 3按计划于2026年开始量产，并展示了Semi生产线、Cybercab生产启动和Megafactory建设进展。H2起的爬坡信号可能重定价商用电动车、储能系统、电池材料和充电基础设施需求。\\nImpact score: 82\\nExpected: 市场关注是否出现首批规模交付、产能爬坡、订单、Megapack 3成本/产能和Semi商业客户验证；若兑现，影响不止Tesla本身，也会外溢至电动重卡、储能电池和锂电材料链。\\nAffected: TSLA(subject\, mixed\, score 82)\; LIT(etf\, mixed\, score 70)\; 002594.SZ(peer\, mixed\, score 60)\; 300750.SZ(supplier\, mixed\, score 58)\; ALB(supplier\, mixed\, score 48)\; 002812.SZ(supplier\, mixed\, score 45)\\nSources: Tesla Q1 2026 Update: https://ir.tesla.com/_flysystem/s3/sec/000162828026026551/tsla-20260422-gen.pdf\\nTesla Investor Relations: https://ir.tesla.com/\\nTesla Q1 2026 Update PDF: https://assets-ir.tesla.com/tesla-contents/IR/TSLA-Q1-2026-Update.pdf\\nTesla Semi official page: https://www.tesla.com/semi\\nTesla Gigafactory Nevada: https://www.tesla.com/giga-nevada\\nTesla Q1 2026 Financial Results advisory: https://ir.tesla.com/press-release/tesla-releases-first-quarter-2026-financial-results\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-tesla-semi-megapack3-2026-volume-production-ramp
CATEGORIES:product_launch\,US\,Tesla Semi\,Megapack 3\,commercial EV\,energy storage\,battery\,Cybercab\,EV battery\,storage
SEQUENCE:0
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DESCRIPTION:Review catalyst preview: Tesla Semi、Cybercab与Megapack 3在2026年量产爬坡观察窗口
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ACTION:DISPLAY
DESCRIPTION:Complete post-event review: Tesla Semi、Cybercab与Megapack 3在2026年量产爬坡观察窗口
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