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Cybertruck Success Comes At A Cost: Tesla Sells Nearly 39,000 Units In 2024, But Luxury Model S And X Sales Take A Hit In US, Data Shows

Cybertruck Success Comes At A Cost: Tesla Sells Nearly 39,000 Units In 2024, But Luxury Model S And X Sales Take A Hit In US, Data Shows

Cybertruck的成功付出了代價:特斯拉在2024年售出了近39,000輛,但數據顯示,豪華車型S和X在美國的銷量受到影響。
Benzinga ·  01/14 09:48

The rise of Tesla Inc's (NASDAQ:TSLA) Cybertruck sales in the U.S. last year weighed heavily upon the company's other luxury offerings including the Model S sedan and the Model X SUV, according to recent data from automotive research firm Kelley Blue Book.

根據汽車研究公司凱利藍皮書最近的數據,特斯拉公司(納斯達克:TSLA)去年的Cybertruck銷售增長對公司的其他豪華產品,如Model S轎車和Model X SUV,產生了重大影響。

What Happened: Tesla sold 12,991 Cybertrucks in the fourth quarter of 2024 in the U.S. and 38,965 in the whole year, the data showed. Tesla started delivering the Cybertruck in late November 2023, making 2024 the first whole year of the vehicle's deliveries.

發生了什麼:數據顯示,特斯拉在2024年第四季度在美國售出了12,991輛Cybertruck,全年共售出38,965輛。特斯拉在2023年11月下旬開始交付Cybertruck,使2024年成爲該車型交付的第一整年。

However, while the company scaled Cybertruck deliveries, its Model S and X sales took a major hit. While Model S sales dropped 31% to 12,426 units last year, Model X sales dropped 20% to 19,855 units.

然而,儘管公司擴大了Cybertruck的交付,但Model S和X的銷售卻遭遇了重大打擊。去年Model S的銷售下降了31%,達到了12,426輛,而Model X的銷售下降了20%,爲19,855輛。

In fact, the company cumulatively sold just 32,281 Model S and X, or fewer units than the Cybertruck.

事實上,該公司累計僅售出了32,281輛Model S和X,數量甚至低於Cybertruck。

Tesla's overall deliveries in the U.S. dropped by 5.6% year-on-year in 2024 to 633,762 units, spurring its global delivery decline. Sales declined across the company's lineup of Model 3, X, Y, and S, as per the data.

特斯拉在美國的整體交付量在2024年同比下降了5.6%,降至633,762輛,這也引發了其全球交付量的下降。根據數據顯示,公司Model 3、X、Y和S系列的銷售均有所下降。

Tesla does not provide vehicle delivery data by geography, leaving us to rely on third parties for the purpose.

特斯拉不提供按地域劃分的汽車交付數據,因此我們不得不依賴第三方數據。

Why It Matters: Despite the year-on-year drop in overall sales, Tesla's Model Y SUV retained its position as the best-selling EV in the U.S., followed by the Model 3 sedan. Ford's Mustang Mach-E took third place in the best-selling EVs listicle, followed by the Hyundai Ioniq 5 in fourth place.

重要性:儘管整體銷售同比下降,特斯拉的Model Y SUV仍保持美國最佳暢銷電動汽車的位置,其次是Model 3轎車。福特的Mustang Mach-E排名第三,現代Ioniq 5位列第四。

Tesla reported its first fall in global annual vehicle deliveries earlier this month. The company delivered 1,789,226 vehicles in 2024, 1.1% less than the 1,808,581 deliveries reported for 2023.

特斯拉本月早些時候報告了全球年度汽車交付量的首次下降。公司在2024年交付了1,789,226輛汽車,比2023年報告的1,808,581輛減少了1.1%。

However, the company continues to be the best-selling EV brand in the U.S. by a huge margin, followed by Ford who sold just 97,865 EVs last year.

然而,該公司繼續以巨大的差距成爲美國最佳銷售的電動車品牌,緊隨其後的是福特,上年僅售出97,865輛電動車。

Price Action: Tesla stock is up 2.5% in pre-market trading on Tuesday after Morgan Stanley hiked its price target from $400 to $430 on Monday while maintaining an "overweight" rating.

價格動態:特斯拉股價在週二的美股盤前交易中上漲2.5%,因摩根士丹利在週一將其目標價從400美元上調至430美元,同時維持「超配」評級。

Tesla has a consensus price target of $294.23 based on the ratings of 34 analysts tracked by Benzinga and a consensus "neutral" rating.

特斯拉的共識目標價爲294.23美元,基於Benzinga跟蹤的34位分析師的評級以及中立評級。

The stock closed up 2.2% at $403.31 on Monday and is up by about 3.4% year-to-date, according to data from Benzinga Pro.

根據Benzinga Pro的數據,該股票週一收盤上漲2.2%,報403.31美元,截至目前年初至今上漲約3.4%。

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Image via Tesla

圖片來源於特斯拉

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