Cybertruck sales in free fall as Tesla reports mediocre sales for Q3
Cybertruck sales in free fall as Tesla reports mediocre sales for Q3
特斯拉第三季度财报表现平平，Cybertruck 销量大幅下滑
Tesla sold 486,532 electric vehicles during the third quarter of 2026. That’s a 2.1 percent decrease on the same quarter in 2025, when the company found homes for 497,099 EVs, and one might think that would be bad news for a company valued on the premise of near-constant growth. But Tesla stock is up this morning; the year-over-year numbers might look bad, but the company still exceeded analysts’ expectations of 456,600 cars, which would have been a larger 8 percent year-on-year decline.
特斯拉在 2026 年第三季度共售出 486,532 辆电动汽车。与 2025 年同期售出的 497,099 辆相比，下降了 2.1%。人们或许会认为，对于一家以“近乎持续增长”为前提进行估值的公司来说，这算是个坏消息。但特斯拉股价今早却有所上涨；尽管同比数据看起来不佳，但该公司仍超过了分析师此前预期的 456,600 辆（若按该预期计算，同比降幅将高达 8%）。
Total production at Tesla actually increased year over year; it built 464,391 vehicles—a 3.7 percent increase—457,387 of which were Models 3 and Y (a 4.9 percent increase year over year). The remaining 7,004 were other models, mostly Cybertrucks, with presumably some Semis and Cybercabs, as the Models S and X are now retired; this category saw a 39.8 percent decrease year over year.
特斯拉的总产量实际上实现了同比增长；其共生产了 464,391 辆汽车，增长了 3.7%。其中 457,387 辆为 Model 3 和 Model Y（同比增长 4.9%）。其余 7,004 辆为其他车型，主要是 Cybertruck，推测还包括部分 Semi 和 Cybercab，因为 Model S 和 Model X 现已停产；该类别产量同比下降了 39.8%。
But the company couldn’t sell all the cars it made in Q3. It was able to sell 478,237 Models 3 and Y, a 0.6 percent decrease compared to Q3 2025. The decline in other models was severe, dropping by 48 percent to 8,295 units in total.
然而，特斯拉并未能售出第三季度生产的所有车辆。其 Model 3 和 Model Y 的销量为 478,237 辆，较 2025 年第三季度下降了 0.6%。其他车型的销量下滑更为严重，总计下降了 48%，仅为 8,295 辆。
However, Tesla’s energy storage business had a much better three months. Between the beginning of July and the end of September, Tesla deployed 13.7 GWh of energy storage products, a 9.6 percent year-over-year increase. Tesla will publish its Q3 financial results on October 21.
不过，特斯拉的储能业务在过去三个月表现要好得多。从 7 月初到 9 月底，特斯拉部署了 13.7 GWh 的储能产品，同比增长 9.6%。特斯拉将于 10 月 21 日发布第三季度财务报告。