跟进：马斯克称Cybertruck订单远超产能：约八个月后关线，大批订金将退还
特斯拉首席执行官马斯克（Elon Musk）11月8日晚在社交平台X上发帖称，电动皮卡Cybertruck的订单速度远超特斯拉的生产速度，特斯拉将在约八个月后关闭这条产线之前尽量多造，但仍须向大批客户退还订金。路透社11月9日报道了这一发帖。
马斯克在帖中写道：「我们会尽量多造，直到约八个月后关闭产线，但将不得不向很多人退还订金。」（英文原文：We will try to make as many as possible before shutting down the line in about 8 months, but will have to return deposits for a lot of people）他在帖中还表示，关线不是因为Cybertruck不赚钱、称这种说法是传统媒体的误报，而是因为维持这款复杂车型的机会成本，远不及把产能转给无人驾驶出租车Cybercab增产带来的价值。马斯克没有给出订单与订金的具体数字，也没有说明退款的时间与方式；特斯拉没有发布正式公告，这一安排系马斯克在X发帖宣布。
这是这条产线收尾安排的第三步表态。11月6日，马斯克发帖宣布特斯拉将于2027年年中前后逐步收尾Cybertruck在德州超级工厂（Gigafactory Texas）的生产，为Cybercab扩产腾出产能；11月7日，他又称订单积压远超拆线前能造出的数量、特斯拉将增开一个生产班次赶工，拆线时间在明年六月至七月前后。本次新帖与此前时间表大体一致，约八个月后即2027年年中前后，并首次明确许多订单最终造不出来、订金须退还。
截至发稿，特斯拉没有就订金退还的范围、金额与办理方式发布进一步说明。（来源：马斯克）
关联：
跟进：马斯克称Cybertruck订单积压远超产能：将增开班次赶工，明年六七月拆产线
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
Follow-up: Musk Says Cybertruck Orders Far Exceed Output, With Many Deposits to Be Refunded as the Line Shuts Down in About Eight Months
Tesla chief executive Elon Musk said in a post on X on the night of November 8 that the order rate for the Cybertruck electric pickup far exceeds Tesla's production rate, and that Tesla will build as many as possible before shutting down the line in about eight months but will still have to return deposits to a lot of people. Reuters reported the post on November 9.
"We will try to make as many as possible before shutting down the line in about 8 months, but will have to return deposits for a lot of people," Musk wrote. He added in the post that the shutdown is not because the Cybertruck is unprofitable, calling that a misreport by legacy media, but because the opportunity cost of the truck's complexity is vastly outweighed by the value of incremental Cybercab production. Musk gave no figures for the orders or deposits and did not say when or how the refunds would be made; Tesla has issued no formal announcement, and the plan was announced in Musk's post on X.
The post is the third step in the line's wind-down. On November 6, Musk posted that Tesla would wind down Cybertruck production at Gigafactory Texas around the middle of 2027 to make room for increased Cybercab production; on November 7, he said the order backlog far exceeded what could be built before the line is dismantled around June/July next year and that Tesla would add an extra shift. The new post is broadly consistent with that timetable, about eight months pointing to around mid-2027, and states for the first time that many orders will not be built and their deposits must be returned.
As of publication, Tesla had provided no further details on the scope, amounts or process for the deposit refunds. (Source: Elon Musk)
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
- 2026-11-06 16:44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
- 2026-11-07 12:15跟进：马斯克称Cybertruck订单积压远超产能：将增开班次赶工，明年六七月拆产线
- 2026-11-08 00:33跟进：马斯克称Cybertruck订单远超产能：约八个月后关线，大批订金将退还本篇
