特斯拉擬削減Cybertruck的生產(chǎn)線員工并下調(diào)生產(chǎn)目標(biāo)
Sasha Rogelberg
2025-04-20
? 據(jù)《Business Insider》報(bào)道,，特斯拉（Tesla）正在下調(diào)Cybertruck的生產(chǎn)目標(biāo)，并將部分工人調(diào)至其他生產(chǎn)線,。由于一系列召回事件以及投資者對(duì)該公司前景的擔(dān)憂,，Cybertruck銷量大幅下滑。為提振銷量,，特斯拉近期推出了購車優(yōu)惠措施并發(fā)布低價(jià)版本,。
據(jù)媒體報(bào)道，由于Cybertruck銷量低迷,，特斯拉正下調(diào)該車型的生產(chǎn)目標(biāo),。
《Business Insider》援引兩名匿名員工的消息稱，該電動(dòng)汽車廠商過去幾個(gè)月已經(jīng)降低了生產(chǎn)目標(biāo),。四名要求匿名的工人透露,，特斯拉縮減了部分Cybertruck生產(chǎn)線規(guī)模，部分團(tuán)隊(duì)裁減比例超過一半,。自1月起,，特斯拉德克薩斯州超級(jí)工廠的Cybertruck生產(chǎn)線工人陸續(xù)被調(diào)往Model Y生產(chǎn)線。
一位員工對(duì)《Business Insider》表示：“感覺像是公司在逐步淘汰人員。停車場變得越來越空,?！?/p>
據(jù)媒體報(bào)道，特斯拉自去年12月啟動(dòng)人員調(diào)整,，通過征詢員工優(yōu)先考慮的崗位將部分人員調(diào)任至Model Y產(chǎn)線,。
Cox Automotive公司的數(shù)據(jù)顯示，2025年前三個(gè)月Cybertruck銷量銳減至6,406輛,，較前一季度的12,991輛腰斬,。自2023年末投產(chǎn)以來，該車型累計(jì)銷量僅超4.6萬輛,。銷量困境是特斯拉整體頹勢的縮影——2025年第一季度,，公司整體銷量下滑了13%。
特斯拉方面未回應(yīng)《財(cái)富》雜志的置評(píng)請求,。
自首席執(zhí)行官埃隆·馬斯克在唐納德·特朗普政府任職以來,，特斯拉業(yè)績持續(xù)承受壓力。分析人士指出,，馬斯克在政府效率部（Department of Government Efficiency,，DOGE）的職責(zé)分散了其管理特斯拉的精力，導(dǎo)致投資者信心受挫,，再加上銷量萎靡——自特朗普就職以來,，特斯拉股價(jià)累計(jì)下跌43%。但過去12個(gè)月,，特斯拉股價(jià)仍總體上漲了54%,。
據(jù)媒體報(bào)道，上個(gè)月,，因車主投訴側(cè)板脫落問題,，特斯拉暫停了Cybertruck交付。數(shù)日后,，公司宣布因側(cè)板問題對(duì)已售出的Cybertruck實(shí)施全面召回,，這是該車型投產(chǎn)15個(gè)月來的第八次召回。今年2月,，特斯拉還因動(dòng)力轉(zhuǎn)向輔助裝置缺陷召回37.5萬輛汽車,。
Cybertruck促銷舉措
盡管面臨困境，馬斯克仍對(duì)公司未來保持樂觀,，上月承諾未來兩年將在美實(shí)現(xiàn)汽車產(chǎn)量翻番,。
為刺激銷售，特斯拉為購買“Foundation Series”版Cybertruck新車的車主提供終身免費(fèi)充電權(quán)益,，但該版本售價(jià)高達(dá)9.5萬美元,。擁有這項(xiàng)權(quán)益,，每次充電可節(jié)省約50美元，但僅限車主本人使用,，不適用于網(wǎng)約車司機(jī),。
上周，公司又發(fā)布了售價(jià)約7萬美元的低價(jià)版Cybertruck,。新車型雖然降價(jià)約1萬美元,，但卻從全輪驅(qū)動(dòng)改為后輪驅(qū)動(dòng)，并取消了空氣懸架和素皮座椅等配置,。
部分投資者認(rèn)為低價(jià)版缺乏吸引力,，不足以刺激銷量。特斯拉投資人,、未來基金（Future Fund）執(zhí)行合伙人加里·布萊克預(yù)測,，2025財(cái)年Cybertruck交付量將從2024財(cái)年的3.7萬輛降至2萬輛。
布萊克在社交媒體發(fā)文稱：“后驅(qū)版比全驅(qū)版價(jià)格僅降低了1萬美元,，并且取消了全驅(qū)版的多項(xiàng)功能,，因此我們預(yù)計(jì)，發(fā)布后驅(qū)版對(duì)于提升華爾街對(duì)特斯拉的交付預(yù)期幾乎沒有實(shí)質(zhì)性影響,。”（財(cái)富中文網(wǎng)）
譯者：劉進(jìn)龍
審校：汪皓
? 據(jù)《Business Insider》報(bào)道,，特斯拉（Tesla）正在下調(diào)Cybertruck的生產(chǎn)目標(biāo),，并將部分工人調(diào)至其他生產(chǎn)線。由于一系列召回事件以及投資者對(duì)該公司前景的擔(dān)憂,，Cybertruck銷量大幅下滑,。為提振銷量，特斯拉近期推出了購車優(yōu)惠措施并發(fā)布低價(jià)版本,。
據(jù)媒體報(bào)道,，由于Cybertruck銷量低迷，特斯拉正下調(diào)該車型的生產(chǎn)目標(biāo),。
《Business Insider》援引兩名匿名員工的消息稱,，該電動(dòng)汽車廠商過去幾個(gè)月已經(jīng)降低了生產(chǎn)目標(biāo)。四名要求匿名的工人透露,，特斯拉縮減了部分Cybertruck生產(chǎn)線規(guī)模,，部分團(tuán)隊(duì)裁減比例超過一半。自1月起,，特斯拉德克薩斯州超級(jí)工廠的Cybertruck生產(chǎn)線工人陸續(xù)被調(diào)往Model Y生產(chǎn)線,。
一位員工對(duì)《Business Insider》表示：“感覺像是公司在逐步淘汰人員。停車場變得越來越空,?！?/p>
據(jù)媒體報(bào)道,，特斯拉自去年12月啟動(dòng)人員調(diào)整，通過征詢員工優(yōu)先考慮的崗位將部分人員調(diào)任至Model Y產(chǎn)線,。
Cox Automotive公司的數(shù)據(jù)顯示,，2025年前三個(gè)月Cybertruck銷量銳減至6,406輛，較前一季度的12,991輛腰斬,。自2023年末投產(chǎn)以來,，該車型累計(jì)銷量僅超4.6萬輛。銷量困境是特斯拉整體頹勢的縮影——2025年第一季度,，公司整體銷量下滑了13%,。
特斯拉方面未回應(yīng)《財(cái)富》雜志的置評(píng)請求。
自首席執(zhí)行官埃隆·馬斯克在唐納德·特朗普政府任職以來,，特斯拉業(yè)績持續(xù)承受壓力,。分析人士指出，馬斯克在政府效率部（Department of Government Efficiency,，DOGE）的職責(zé)分散了其管理特斯拉的精力,，導(dǎo)致投資者信心受挫，再加上銷量萎靡——自特朗普就職以來,，特斯拉股價(jià)累計(jì)下跌43%,。但過去12個(gè)月，特斯拉股價(jià)仍總體上漲了54%,。
據(jù)媒體報(bào)道,，上個(gè)月，因車主投訴側(cè)板脫落問題,，特斯拉暫停了Cybertruck交付,。數(shù)日后，公司宣布因側(cè)板問題對(duì)已售出的Cybertruck實(shí)施全面召回,，這是該車型投產(chǎn)15個(gè)月來的第八次召回,。今年2月，特斯拉還因動(dòng)力轉(zhuǎn)向輔助裝置缺陷召回37.5萬輛汽車,。
Cybertruck促銷舉措
盡管面臨困境,，馬斯克仍對(duì)公司未來保持樂觀，上月承諾未來兩年將在美實(shí)現(xiàn)汽車產(chǎn)量翻番,。
為刺激銷售,，特斯拉為購買“Foundation Series”版Cybertruck新車的車主提供終身免費(fèi)充電權(quán)益，但該版本售價(jià)高達(dá)9.5萬美元,。擁有這項(xiàng)權(quán)益,，每次充電可節(jié)省約50美元，但僅限車主本人使用,，不適用于網(wǎng)約車司機(jī),。
上周,，公司又發(fā)布了售價(jià)約7萬美元的低價(jià)版Cybertruck。新車型雖然降價(jià)約1萬美元,，但卻從全輪驅(qū)動(dòng)改為后輪驅(qū)動(dòng),，并取消了空氣懸架和素皮座椅等配置。
部分投資者認(rèn)為低價(jià)版缺乏吸引力,，不足以刺激銷量,。特斯拉投資人、未來基金（Future Fund）執(zhí)行合伙人加里·布萊克預(yù)測,，2025財(cái)年Cybertruck交付量將從2024財(cái)年的3.7萬輛降至2萬輛,。
布萊克在社交媒體發(fā)文稱：“后驅(qū)版比全驅(qū)版價(jià)格僅降低了1萬美元，并且取消了全驅(qū)版的多項(xiàng)功能,，因此我們預(yù)計(jì),，發(fā)布后驅(qū)版對(duì)于提升華爾街對(duì)特斯拉的交付預(yù)期幾乎沒有實(shí)質(zhì)性影響?！保ㄘ?cái)富中文網(wǎng)）
譯者：劉進(jìn)龍
審校：汪皓
? Tesla is scaling down its Cybertruck production goals and transferring some workers to other production lines, Business Insider reported. Cybertruck sales have slumped amid a slew of recalls and investor concerns over the future of the EV-maker. Tesla has recently incentivized Cybertruck purchases with perks and a cheaper model.
Tesla is reportedly shrinking its Cybertruck production goals amid struggles to sell the model.
The EV-maker has lowered its production targets in the past few months, Business Insider reported, citing two anonymous employees. Tesla has also thinned out some Cybertruck production lines—some teams by more than half—according to four workers who spoke on the condition of anonymity with the publication. Some Cybertruck factory workers at the company’s Texas Gigafactory have reportedly been transferred to the Model Y line as of January.
“It feels a lot like they’re filtering people out,” one employee told BI. “The parking lot keeps getting emptier.”
Tesla reportedly began the move in December, surveying employees on their preferred work assignments and reassigning some to Model Y production.
Cybertruck sales dwindled in the first three months of 2025, falling to 6,406 units sold compared to 12,991 units the quarter before, according to Cox Automotive data. Tesla has sold just over 46,000 Cybertrucks since the model began production in late 2023. The challenges are part of the company’s larger concern over sales, which have declined 13% in the first quarter of 2025.
Tesla did not respond to Fortune’s request for comment.
The company has struggled to deliver a strong performance since CEO Elon Musk began his role within President Donald Trump’s administration. Some analysts say they believe Musk’s responsibilities within the Department of Government Efficiency (DOGE) has distracted the CEO from Tesla, dragging down investor confidence and—on top of sagging sales—contributed to Tesla’s 43% stock drop since Trump’s inauguration. Tesla share prices are still up 54% over the past 12 months.
Last month, Tesla reportedly halted deliveries of Cybertruck over concerns from owners the cars’ side paneling was falling off. Days later, Tesla recalled every Cybertruck ever sold because of the siding issue, one of eight recalls in about 15 months of production. In February, the company recalled an additional 375,000 vehicles because of a steering issue.
Tesla’s sweetened Cybertruck deals
Still, Musk has remained optimistic about Tesla’s future, pledging last month to double car production in the U.S. during the next two years.
Amid its sales slump, Tesla has attempted to incentivize new Cybertruck purchases by offering a lifetime of free charging for customers who buy a new Foundation Series Cybertruck—but that model comes with a $95,000 price tag. The savings is about $50 per charge, though the deal only applies to that particular vehicle owner, and is not applicable to ride-share drivers.
Last week, Tesla unveiled a cheaper version of its Cybertruck, costing about $70,000. While the tweaked model shaves off about $10,000 off the price tag, it switches the vehicle from all-wheel to rear-wheel drive and eliminates features like air suspension and vegan leather seats.
Some investors aren’t convinced the tweaked model offers enough pazzazz to jumpstart sales. Gary Black, a Tesla investor and managing partner of the Future Fund, estimated Tesla would deliver just 20,000 Cybertruck units in fiscal 2025, compared to 37,000 in fiscal 2024.
“Given just a $10K price discount vs the CT AWD [all-wheel drive] version and the removal of many CT AWD features, we expect little if any incremental volume will be added to WS Tesla delivery estimates as a result of the CT RWD [rear-wheel drive] addition,” Black wrote on social media.
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