特斯拉Cybertruck销售持续低迷，去年在美国仅售出2万余辆

Core Insights - Tesla's Cybertruck sales in the U.S. were 20,237 units last year, nearly a 50% decline compared to 2024, with Q4 sales down 68% year-over-year [1][2] - The sales figures fall significantly short of Elon Musk's target of 250,000 units annually set before the Cybertruck's launch in 2023 [3] - Despite over 1 million pre-orders, the early model's price exceeds $79,000, much higher than the nearly $40,000 price point Musk proposed in 2019 [3] Sales Performance - Cybertruck's demand has been weak, leading to 10 recalls since 2023 due to quality issues, some of which were resolved through software updates, while others remain serious [3][4] - Notable issues include the acceleration pedal potentially getting stuck at full speed, optional off-road light bars falling off, and malfunctioning windshield wipers [3] Production Challenges - The unique design of the Cybertruck has caused significant production issues and unexpected consequences for Tesla [3][4] - The vehicle is currently limited to sales in a few countries, including Mexico, Canada, and recently South Korea, but its heavy stainless steel body and sharp edges hinder its marketability in Europe and China [4] Market Position - Tesla launched the Cybertruck in oil-rich countries like the UAE, Saudi Arabia, and Qatar, where electric vehicle sales are low due to a lack of charging infrastructure [4] - The Cybertruck's struggles indicate it is unlikely to reverse Tesla's declining global sales, with projections showing a second consecutive year of sales decline in 2025, as Chinese competitor BYD surpasses Tesla as the largest electric vehicle manufacturer [4] Company Response - Tesla is attempting to reposition the Cybertruck as a work truck, with SpaceX reportedly receiving an unspecified number of units [4] - Despite the low sales figures, Musk publicly praises the Cybertruck as the coolest vehicle Tesla has ever produced [4]