马斯克宣布Cybertruck将逐步停产：2027年年中收尾德州产线，为Cybercab腾出产能
特斯拉首席执行官马斯克（Elon Musk）11月6日在社交平台X上发帖宣布，特斯拉将于2027年年中前后，逐步收尾电动皮卡Cybertruck在德州超级工厂（Gigafactory Texas）的生产，为无人驾驶出租车Cybercab的扩产腾出产能。德州超级工厂位于Austin附近，是Cybertruck在全球的唯一生产地，这条产线收尾，意味着这款车型的生产走向终点。
马斯克在帖子中写道：「特斯拉将逐步收尾Cybertruck在德州超级工厂的生产，时间在明年年中前后，为Cybercab增产腾出空间。」（英文原文：Tesla will be winding down production of the Cybertruck at Gigafactory Texas around the middle of next year to make room for increased Cybercab production）路透社、CNN等媒体当天跟进报道。需要说明的是，这一宣布出自马斯克的个人帖子，特斯拉没有发布正式的车型停产公告，也没有给出确切的停产日期，产线是否迁往其他工厂同样未作说明。
Cybertruck首席工程师韦斯·莫里尔（Wes Morrill）当天在X上回应时用了告别的语气，称这款车「是一个了不起的技术开发平台，并通过Cybercab延续下去」。对已有车主最关切的停产后支持问题，莫里尔明确表示，特斯拉将维持零部件供应、售后服务继续提供支持。马斯克也在回复一名网友时写道，Cybertruck车队「会在路上运行很长时间」。
逐步停产的背后，是这款车远未达到预期的销量。特斯拉不单独公布Cybertruck的销量，据Cox Automotive旗下Kelley Blue Book估算，该车2024年在美国售出38,965辆，2025年降至20,237辆，今年前三季度只有11,586辆，同比下滑28%，其中第三季度售出4,323辆。而马斯克当年为这款车定下的目标是年产25万辆。
Cybertruck的一生并不长：2019年11月发布时，棱角分明的不锈钢车身与发布会上被钢球砸裂的「防弹玻璃」一同成为话题；原定2021年投产的计划一再推迟，2023年7月首辆车才在德州超级工厂下线，同年11月30日开始交付。若2027年年中如期收尾，它从正式开售到停产只有约三年半。据路透社统计，该车上市以来已累计经历11次召回；就在马斯克宣布逐步停产的前一天，特斯拉还上调了这款车的售价。
接过产线的是Cybercab——特斯拉的双座无人驾驶出租车，没有方向盘与踏板，被马斯克视为公司押注自动驾驶与机器人方向的核心产品。这一转向早有伏笔：马斯克今年1月在财报电话会上已谈到德州工厂产能将逐步转向全自动驾驶车型。今年10月，特斯拉又通知澳大利亚与新西兰的预订者，取消Cybertruck在两地的上市计划并退还订金，海外市场先行收缩。
截至发稿，特斯拉没有就逐步停产的具体时间表、产线去向与Cybercab的扩产数字发布进一步说明。
关联：
跟进：特斯拉电话会：全年资本开支指引由250亿美元下调至约200亿美元 奥斯汀Cybercab车队较9月上线扩大约十倍
财报前瞻：特斯拉三季度业绩周三盘后公布：预期每股收益约0.45美元、营收约279亿美元，交付48.65万辆已先行披露
Musk Announces Cybertruck Wind-Down: Texas Production to Wrap Up by Mid-2027 to Make Room for Cybercab
Tesla CEO Elon Musk announced in a post on X on November 6 that Tesla will wind down production of its Cybertruck electric pickup at Gigafactory Texas around the middle of 2027, making room for increased production of the Cybercab robotaxi. The Texas plant, near Austin, is the only factory in the world that builds the Cybertruck, so winding down the line there brings the model's production run to its end.
"Tesla will be winding down production of the Cybertruck at Gigafactory Texas around the middle of next year to make room for increased Cybercab production," Musk wrote. Reuters, CNN and other outlets reported the announcement the same day. The announcement came in Musk's personal post; Tesla has issued no formal discontinuation notice for the model, has given no exact end date, and has not said whether the line could move to another plant.
Wes Morrill, the Cybertruck's lead engineer, struck a valedictory note on X the same day, calling the truck "an incredible technology development platform" that "lives on through Cybercab." On the question owners care about most — support after production ends — Morrill said Tesla will maintain a supply of spare parts and that service support will continue. Musk, replying to a user, added that the Cybertruck fleet "will be around for a long time."
Behind the wind-down are sales far below the company's ambitions. Tesla does not break out Cybertruck sales; Cox Automotive's Kelley Blue Book estimates put U.S. sales at 38,965 in 2024 and 20,237 in 2025, with just 11,586 in the first three quarters of 2026, down 28% year over year, including 4,323 in the third quarter. Musk had once targeted annual production of 250,000 Cybertrucks.
The truck's life has been short. Unveiled in November 2019, its angular stainless-steel body — and the "armor glass" windows cracked by a steel ball at the launch event — made it an instant controversy. Production, first promised for 2021, slipped repeatedly; the first truck rolled off the Texas line in July 2023, and deliveries began on November 30, 2023. If production wraps up in mid-2027 as announced, the model will have been on sale for only about three and a half years. Reuters counts 11 recalls since launch — and Tesla raised the truck's prices again just a day before Musk's announcement.
Taking over the line is the Cybercab, Tesla's two-seat robotaxi with no steering wheel or pedals, which Musk has positioned at the center of the company's bet on autonomous driving and robotics. The shift was foreshadowed in January, when Musk said on an earnings call that the Texas plant's capacity would gradually move toward fully autonomous vehicles. In October, Tesla told reservation holders in Australia and New Zealand that the Cybertruck program there was cancelled and deposits would be refunded — the overseas retreat came first.
Tesla has not provided further detail on the wind-down timetable, the future of the line, or the scale of the planned Cybercab expansion.
Related:
来源：马斯克
发布：GSM·美国（发布链接）
图片来源：图：一辆特斯拉Cybertruck（资料图），摄于犹他州Moab。照片：A1C6，CC0，经 Wikimedia Commons。 / Photo: A Tesla Cybertruck in Moab, Utah (file photo). Photo by A1C6, CC0, via Wikimedia Commons.
GSM Global · 本篇英文版 English edition of this story
