特斯拉Cybertruck销量腰斩

Core Insights - Tesla is facing significant demand issues for its Cybertruck, with Q2 2023 sales in the U.S. dropping to 4,306 units, marking a 32% decline quarter-over-quarter and a 51% decline year-over-year [1][2] - The ambitious delivery target of 250,000 units annually set by CEO Elon Musk has never been achieved, with only 39,000 units delivered in the previous year [1] - High pricing and ongoing manufacturing quality issues have hindered the expansion of demand for the Cybertruck [1] Group 1 - Ford's F-150 Lightning remains the best-selling electric pickup in the U.S. for Q2 2023, with sales of 5,842 units, although it also experienced a quarter-over-quarter decline [2] - General Motors' Hummer EV saw a significant increase in sales, reaching 4,508 units, up from 3,479 units in the previous quarter [2] - The competitive landscape in the electric vehicle market has not alleviated Tesla's demand struggles, as noted by Cox Automotive analysts [2] Group 2 - The second half of the year is critical for electric vehicle demand, with expectations for record sales in Q3, followed by a potential downturn in Q4 [2] - The U.S. federal government will eliminate tax credits for electric vehicle purchases in September, which may prompt consumers to buy before the change [2] - There are doubts about whether the Cybertruck can boost sales, especially after experiencing eight recalls in 2024 and two official investigations by U.S. safety officials [2]