In CNN's report, it was bluntly said that Tesla has gradually lost its advantage, and other foreign media, including the New York Times and The Verge, have mostly the same attitude, believing that Cybertruck has missed the best time. Even after the press conference, Tesla's stock price fell to nearly 3%. But in any case, it's nice to have an angular cybertruck in the world.
Text丨Zhijia.com Zero sauce.
Editor丨The little pig demon on Langlang Mountain.
The Cybertruck, which has been bounced for four years, has finally been delivered, and the time for Boss Ma Yilong to release the pigeons is second only to Boss Jia's FF91.
In the past four years, Boss Ma has become the richest man in the world four times, repeated his fatherhood four times (at least), acquired Twitter and changed his name to X, launched Dojo and Optimus, blew up fat rockets twice, and his Starlink traveled through Ukraine and Israel, and came to China once, although he did not bring lithography machines and ChatGPT sources**.
and two COVID 19 infections.
According to previous reports, Tesla plans to deliver the first batch of Cybertruck pickup trucks with only 10 units, and the 10 owners are all Tesla internal employees.
At the press conference, the number became 12, which is enough for a dozen.
Although it did not sell orders in the first batch of deliveries, in the recent "Thanksgiving + Black Friday" shopping season, Tesla displayed the Cybertruck in many stores across the United States, and the presence of the Cybertruck was wildly brushed, so that many analysts believe that the launch of the Cybertruck will have a "halo effect", which can jointly boost the sales of other models.
However, the Cybertruck delivery conference in the halo took only 26 minutes, breaking the record for Tesla's shortest press conference set by himself when he debuted four years ago. There are self-spitting complaints, this is Tesla's most shabby press conference.
Unexpectedly, there would be a day when the richest man in the world complained about the shabby day, happy for a second.
With that said, let's first sort out some basic information about the Cybertruck that was finally delivered.
Why is the model four years late not outdated
Searching the backstage of the intelligent driving network, since the debut of the Cybertruck, we have a total of 45 articles mentioning and reporting this guy.
Musk was at the scene, and he didn't introduce too much to the basic information of the vehicle, so he was quite familiar with it, right?
In the short on-site introduction, he mainly summarized the three outstanding capabilities of the CybertruckBody hardness, drag strength, driving speed. We also comb these three points based on the previous information.
The length, width and height of the Cybertruck are 5682 2200 1791 (mm) and the wheelbase is 3630mm, which is a full-size pickup. The vehicle shell is made of Tesla's self-developed 30x cold-rolled stainless steel, which is harder than ordinary aluminum alloy.
The body frame is also made of stainless steel alloy, and the torsional rigidity of the entire body exceeds that of the supercar McLaren P1, and it can be bulletproof.
On October 21, Tesla conducted a bulletproof test on the Cybertruck, using a Thompson submachine gun to punch 74 bullet marks and 0 bullet holes.
"We emptied all the bullets from the Thomson submachine gun to shoot the door of this car, like 'Alcapone,' and none of the bullets penetrated the driver's seat," Musk said. ”
Of course, this time Mr. Ma was rigorous and did not shoot the bullet at the car window.
The car, which was covered with medals, also swaggered around the city near Silicon Valley on the highway, rubbing a wave of Chicago typewriter and Alcapone traffic, and successfully rushed to the hot search.
The game of throwing a ball at the glass was left for the press conference, which was still demonstrated by Franz von Holzhausen, Tesla's chief designer who threw a steel ball at the Cybertruck four years ago.
Unfortunately, this time it worked, probably because the steel ball was replaced with a baseball.
In addition to that, on the outside, the Cybertruck features triangular mirrors that can be removed on its own.
The front of the car retains Tesla's unique through-type headlights, and hidden fog lamps are added at the bumper to enhance the overall visual effect. The vehicle also comes with the largest-ever size removable wipers, as well as huge off-road tires and an air suspension system.
As one of the most important features in the North American pickup market, the drag function should be viewed together with acceleration to be more satisfying.
The maximum towing capacity of the Cybertruck reaches 499 tons, under the premise of towing a Porsche 911, can accelerate at 100 kilometers 2The speed of 7s is faster than that of a Porsche 911.
Please give 911 knot two appearance fees.
Of course, Tesla didn't let go of other pickup trucks, using a picture to show the Cybertruck's general lead.
In terms of interior, the Cybertruck has eliminated the half-spoke steering wheel and instead adopted a newly designed steering wheel, a bit like a combination of Model S and Model X steering wheels, with the multi-function button layout in line with the Yoke.
The new car also canceled the LCD instrument cluster and adjusted the armrest area, equipped with storage compartments and cup holders. There are displays on the front and back, and the size of the central control screen is 185 inches, the rear screen is 94 inches.
In terms of range, it has been speculated that the Cybertruck's approximate range is 267 miles, about 430 kilometers. This achievement was also confirmed at the press conference: the Cybertruck was launched in three models with a range of 250 miles (402.).4 km mile (547.)4 km) and 320 miles (515.)2 km), of which the latter two models can be optionally equipped with an "energy supplement package", that is, photovoltaic panels are installed on the top of the rear of the car to supplement the energy of the new energy vehicle battery.
The range of both models will be increased to 755 km and 705 km.
In terms of energy supplement, the maximum charging power given by Tesla's official website is 250kW, and the charging speed can increase the range by 218km in 15 minutes. In this way, there should be no 800V high-voltage system.
In addition, its cockpit and cargo box are equipped with 120V and 240V sockets to charge power tools or other electric vehicles, and can also directly provide up to 115 kilowatts of power, enough to maintain the lighting system.
Somewhat unexpectedly, it was a delivery ceremony that had not even been announced.
If you want to know, you can only check it on the official website.
The three models are priced at USD 60,990, USD 79,990 and USD 99,990, respectively.
Compared to 3 at the beginning of the release99-6.$990,000 is a lot of money.
Tesla is doing things safely, and the price of the reservation fee has also increased, from the previous $100 to $250
This is a number that no Chinese car company dares to use.
To sum up, the basic data of the newly released Cybertruck is as follows:
Rear-wheel drive version: The price is 60,990 US dollars (about 43 yuan.)520,000 yuan), which can be delivered in 2025, with a range of 250 miles (402.).4 km), capable of 6Acceleration from zero to 60 miles per hour in 5 seconds.
Four-wheel drive version: The price is 79,990 US dollars (about 57 yuan.)080,000 yuan), which can be delivered in 2024, with a range of 340 miles (547.).4 km), top speed 112 mph, 600 horsepower, 7,436 pound-feet of torque, 11,000 pounds towing capacity.
The highest-end "Cyberbeast" (Cyberbeast): The price is 99,990 US dollars (about 71 yuan.)350,000 yuan), which can be delivered in 2024, with a range of 320 miles (515.).2 km), three motors, capable of 2Acceleration from zero to 60 mph in 6 seconds, top speed of 130 mph, 845 horsepower, 10,296 pound-feet of torque, 11,000 pounds of towing capacity.
For the Chinese market, Tesla closed the scheduled entrance to the Cybertruck in May 2022, and has just taken a look, but it has not yet reopened.
Some netizens were worried about whether the Cybertruck could enter China smoothly and whether it would comply with relevant laws and regulations, but I think there is no need to worry about this for the time being. The Cybertruck received nearly 200,000 orders on the night of its launch, and the Chinese market will open for pre-orders after July 2020, and the small bench in line is still far from the big army.
Considering the capacity issue, there is still a lot of time left for the Chinese market and regulations.
How many gold coins can be exploded?
At the time of its launch in 2019, it was pointed out that the Cybertruck had dragged Tesla into the largest and most lucrative segment of the automotive market.
One out of every five cars sold in the U.S. and Canada last year was a pickup, according to provider Jato Dynamics. Half of them, or about 1.5 million, are full-size pickups.
In the case of Stellantis, which owns the RAM and Jeep brands, sales of MPVs in Europe and pickup trucks in the United States account for nearly half of the company's profits, and the profit margin of a single vehicle is much higher than that of sedans and SUVs.
Most of the profits of the local company Ford also come from pickup trucks, and its operating profit margin can even be as high as more than 30%.
As Ford's best-selling pickup truck model, the F-150 can bring Ford 10,000 to 1 per car sold$30,000 in gross profit. In recent years, Ford's F-150 has sold an average of more than 800,000 vehicles a year, bringing Ford more than $8 billion in gross profit, and 90% of Ford's global profits are brought by the F-150 model.
According to third-party statistics, as of September 17, 2023, more than 2 million buyers have paid $100 to book the Cybertruck, but Tesla has not disclosed the exact number of orders, and since May 2022, Tesla has stopped receiving orders from the Chinese and European markets.
At this rate, the two million cybertrucks would provide nearly $120 billion in cash flow, even if all orders were rear-wheel drive.
This is equivalent to more than 60% of the market value of Pinduoduo or Alibaba after two days of bloody battles.
A good meal is not afraid of being late?
Money is important, for Q3 auto gross margin continued to decline to 19For Tesla, which has a net profit margin of 1% and a year-on-year decline of 44%, money is especially important.
But before the treasure chest, there must be a dragon, and its friends.
Standing in the way of Cybertruck's huge cash flow is the production capacity and the ** chain, and competitors that did not exist in 2019.
We dug our own grave with the Cybertruck, and it has a lot of bells and whistles," Musk said at Tesla's third-quarter earnings conference.
This is not the first time Musk has made a negative voice about Cybertruck, in 2021, which was supposed to be delivered, Musk said on social ** that Cybertruck's ** chain is simply a nightmare.
Due to the huge difficulty of manufacturing, Musk previously said that at this stage, he has the ability to produce 1250,000 cybertrucks, but it will not be easy for Musk, who aims to deliver 1.8 million vehicles this year.
It is unclear whether Musk, who is over 50 years old, will be able to play the drama of sleeping in the factory again, but at the beginning of this year, Zhu Xiaotong, who used to sleep in the "Shanghai Money Printing Machine", oversaw the Texas factory as a senior vice president of the automobile business, trying to increase the factory's production capacity from 5,000 units per week to 20,000 units per week.
But even so, Cybertruck's production capacity will not climb to its peak of 250,000 units until 2025, which is why Musk said at the Q3 earnings conference that it will take at least 18 months before Cybertruck can become a "significant positive cash flow contributor".
It should be pointed out that Tesla's current orders only need to pay $100 and can be refunded at any time, which means that nearly 2 million orders do not actually equal 2 million vehicles.
It's okay to think about money when you're talking about it, but be cautious when it's about workload.
If calculated according to the conversion rate of 30%, the 600,000 or so cybertrucks will be calculated according to 125+25+25……The latest car booking users may have to wait at least 3 years to get their hands on a new car.
Although Tesla has been pigeon with Cybertruck in the past four years, it has indeed not been idle, and it is also busy with traditional companies that originally enjoyed the dividends of pickup trucks.
Yes, thanks to Tesla, they're starting to launch electric pickups as well.
During this four years, Ford had the F-150 Lightning electric pickup truck, with a starting price of $4$20,000.
GM has an electric Hummer and a Chevrolet Silverado, with starting prices at $80,000 and $5, respectively$20,000.
Stellantis has the RAM 1500 Rev with a starting price of $5$80,000.
There is also a new friend, Rivian, who is also working overtime to catch up with work$50,000 pickup R1T.
According to a report by market research firm Fortune Business Insights, the global pickup truck market will grow from 2086 in 2023$700 million to $2999 by 2030$800 million, with an annualized growth rate of 53%。Further refinement to the electric pickup market, some institutions predict that the market will reach 295 in 2023$700 million, an annualized increase of 143% to 576 by 2028$900 million.
Three years later, three years later.
I'm sorry, I didn't have a choice, but now, I want to buy a fast car.
Earlier in November, Tesla updated a clause in its Cybertruck purchase contract, which is believed to be one of Tesla's means of retaining potential customers.
In a nutshell, all users who get a Cybertruck in their first year are not allowed to resell their vehicles. For users who have defaulted, Tesla has also added a penalty clause:
For one, if Tesla discovers that a car owner has privately transferred their Cybertruck, it can either stop the process or ask the owner to pay $50,000 in liquidated damages.
Second, Tesla may also impose additional penalties by refusing to give the owner any subsequent vehicles of the brand.
Interestingly, a few days later, Tesla quietly deleted this clause and did not explain the reason to ** before and after.
Write at the end:
Musk once commented that his current cash cow Model Y is "not like a car made by Tesla", so to continue this sentence, Cybertruck is "too much like a car made by Tesla".
From the beginning of the debut, the topic of Cybertruck has steadily appeared in almost every Tesla report, and the pigeon has become a meme by the end.
In CNN's report, it was bluntly said that Tesla has gradually lost its advantage, and other foreign media, including the New York Times and The Verge, have mostly the same attitude, believing that Cybertruck has missed the best time. Even after the press conference, Tesla's stock price fell to nearly 3%.
But in any case, it's nice to have an angular cybertruck in the world.
Welcome to your official arrival.