【文章标题】:Tesla killing Solar Roof is leaving installers with six-figure losses
【文章标题】:特斯拉叫停太阳能屋顶项目 致安装商蒙受六位数损失

【文章正文】:
Tesla’s abrupt decision to kill its Solar Roof has left the third-party contractors who sold and installed the product absorbing the fallout — including some who told Electrek they sank hundreds of thousands of dollars into the program and now have little to show for it.
特斯拉突然叫停太阳能屋顶项目的决定,让销售和安装该产品的第三方承包商承担了善后代价——其中部分承包商向Electrek透露,他们已为该计划投入数十万美元,如今几乎血本无归。

Tesla stopped supplying the solar tiles in August, notifying its network of certified installers that it would ship only conventional solar panels going forward.
特斯拉于八月停止供应太阳能瓦片,并通知其认证安装商网络未来仅提供传统太阳能板。

A product few could sell, killed overnight
一个鲜有人问津的产品,在一夜之间被终结

The scale of the retreat is striking. Over roughly seven years, Tesla installed only about 3,000 Solar Roof systems across the US, peaking at just 21 to 32 installations a week — more than 95% short of Elon Musk’s repeated promise of 1,000 weekly installations by 2019-2020.
撤退规模令人震惊。近七年间,特斯拉在全美仅安装约3000套太阳能屋顶系统,周安装峰值仅为21至32套——与埃隆·马斯克反复承诺的2019-2020年周安装1000套目标相差超95%。

We reported last month that Tesla discontinued the Solar Roof after deciding internally that the product “is not financially viable”. The tesla.com/solarroof page now redirects to the company’s solar panel page, and “Solar Roof” has been stripped from the Energy navigation menu. It was the quiet end of a product that had been on life support for more than a year.
我们上月报道称,特斯拉内部认定该产品”财务上不可行”后将其停产。tesla.com/solarroof页面现已跳转至公司太阳能板页面,“太阳能屋顶”选项也从能源导航菜单中移除。这个靠”生命维持系统”延续了一年多的产品就此悄然退场。

Installers say the training alone cost them
安装商表示仅培训就让他们付出沉重代价

The people left cleaning up are the certified roofers and solar contractors Tesla leaned on to actually put the product on houses.
负责善后的是那些曾被特斯拉倚重、真正将产品安装到房屋上的认证屋顶工程商和太阳能承包商。

In a report published this week, Roofing Contractor spoke to several of them, including Elevated Roofing & Siding in Dayton, Ohio, PGT Home Energy Solutions in Tempe, Arizona, Westfall Roofing in Florida, and Saguaro Solar, Electric & Roofing in Tucson.
《屋顶承包商》杂志本周发布的报道采访了其中多家企业,包括俄亥俄州代顿的Elevated Roofing & Siding、亚利桑那州坦佩的PGT Home Energy Solutions、佛罗里达州的Westfall Roofing以及图森市的Saguaro Solar, Electric & Roofing。

Becoming a Solar Roof installer was not a weekend course. Contractors had to send crews to multi-week training on the West Coast, and some were required to complete three supervised installations before they were certified.
成为太阳能屋顶安装商绝非周末速成班。承包商必须派遣团队赴西海岸参加数周培训,部分企业还需完成三次监督安装才能获得认证。

“It wasn’t simply taking a training; there was investment in learning the system,” Westfall Roofing president Ryan Westfall told the outlet.
”这不仅是参加培训,更是对系统学习的投资,“Westfall Roofing总裁瑞安·韦斯特福尔向媒体表示。

That investment produced a product that took roughly two-plus weeks to install, versus about two days for a conventional rack-mounted solar system. Now contractors are scrambling to redesign active projects or swap in alternative systems mid-pipeline.
这项投资带来的产品需要约两周多时间安装,而传统支架式太阳能系统仅需两天。如今承包商们正仓促重新设计进行中的项目,或在项目中期更换替代系统。

The installers left holding the bag
被套牢的安装商

Electrek also spoke with installers who said they had poured hundreds of thousands of dollars into supporting the Solar Roof — building crews, tooling, and training around it — and are now left with almost nothing to show for it.
Electrek采访的安装商表示,他们已为支持太阳能屋顶项目投入数十万美元——组建团队、购置工具、开展培训——如今几乎没有任何回报。

Several were reluctant to say so publicly. They still carry other Tesla energy products, including solar panels and Powerwall, and worried that criticizing the company openly could jeopardize those relationships.
多家企业不愿公开表态。他们仍在经销特斯拉其他能源产品(包括太阳能板和Powerwall),担心公开批评会危及合作关系。

That is the bind Tesla’s certified installers are in: dependent on a brand that just walked away from a product line they built a business around, while still needing to sell its remaining hardware.
这正是特斯拉认证安装商面临的困境:依赖一个刚刚抛弃他们主营产品线的品牌,却仍需销售其剩余硬件。

Warranty and service questions linger
保修与服务问题悬而未决

Tesla has said it will honor existing warranties and continue to provide replacement parts for the existing Solar Roof systems already installed. Contractors aren’t convinced that will hold up over the 25-year life of these roofs.
特斯拉声称将履行现有保修承诺,并继续为已安装系统提供替换部件。但承包商们不相信其能维持长达25年的屋顶生命周期。

PGT Home Energy Solutions owner Greg Field expressed skepticism about long-term parts availability, and Exact Solar’s Aaron Nichols warned of a “much higher labor cost for anyone needing help,” given how labor-intensive the tiles are to service and how complex their electrical connections are.
PGT Home Energy Solutions业主格雷格·菲尔德对长期部件供应表示怀疑,Exact Solar的亚伦·尼科尔斯则警告”需要维修者将面临更高人工成本”,因为该瓦片维护需要密集劳力且电路连接复杂。

Todd Miller of Isaiah Industries argued Tesla treated the Solar Roof primarily as a piece of solar technology rather than a roofing product — and underestimated the complexity of the roofing business it was wading into.
以赛亚工业的托德·米勒认为,特斯拉主要将太阳能屋顶视为太阳能技术而非屋顶产品——低估了其所涉足屋顶行业的复杂性。

Electrek’s Take
Electrek观点

Our earlier reporting that Tesla was phasing out its own installations in favor of third-party certified installers reads very differently in hindsight.
我们早前关于特斯拉逐步退出自主安装、转向第三方认证安装商的报道,如今看来别有深意。

Top comment by Dan Cloak
丹·克洛克的置顶评论

I guess I’m one of the 3,000. It’s a bummer having a long-term investment in a now-orphaned product. OTOH, it looks great and has operated for six years now with exactly zero problems as a roof or as a power source, and it integrates well with the Powerwall and the Model Y. Fingers crossed that it all stays that way for many years to come.
我大概是3000名用户之一。对已成”孤儿”的产品进行长期投资确实糟心。但另一方面,它外观出色,六年来作为屋顶和电源完全零故障,与Powerwall和Model Y完美兼容。祈祷未来多年能保持现状。

At the time, handing installation to a network of local certified contractors looked like a rational retreat from what Tesla itself called a “low-margin, labor-heavy, local business.” But the abrupt killing of the Solar Roof hurt those installers far more than it hurt Tesla — precisely because Tesla had already gotten out of the business of carrying and installing the product.
当时,将安装工作交给地方认证承包商网络,看似是特斯拉从自称”低利润、劳动密集、地域性强”业务中的理性撤退。但突然叫停太阳能屋顶对安装商的伤害远大于特斯拉——正是因为特斯拉早已退出该产品的经销与安装业务。

Tesla offloaded the hardest, least profitable part of the Solar Roof — the physical install and the customer relationship — onto small local companies, let them absorb the training and tooling costs, and then pulled the product out from under them. Tesla keeps a manageable warranty liability on 3,000 roofs. The installers keep the stranded investment, the abandoned pipe.
特斯拉将太阳能屋顶最困难、利润最低的部分——实体安装与客户关系——转嫁给地方小企业,让他们承担培训与工具成本,然后釜底抽薪。特斯拉只需为3000个屋顶承担可控的保修责任,而安装商们却背负着沉没投资与烂尾工程。