Guo Mingchi: Tesla Cybertruck electric pickup truck will start delivery by the end of this year, with estimated shipments reaching 240,000 to 260,000 units by 2025.

According to the latest report from Dolphin Research APP, on October 10th, renowned analyst Guo Mingji from Longbridge Securities stated that Tesla's Cybertruck electric pickup is expected to start deliveries by the end of this year, with an estimated shipment of 100-200 units this year and reaching 100,000-120,000 units next year. By 2025, the shipment is expected to reach 240,000-260,000 units.

Guo Mingji mentioned that the competitive advantage brought by Cybertruck's innovative design, such as aerodynamic efficiency, is expected to be maintained until 2030. The all-new design of Cybertruck 2 may not start shipping until after 2030. Before the launch of Cybertruck 2, Cybertruck will also release upgraded/modified versions with minor changes in appearance. He also pointed out that Cybertruck will make a significant contribution to Tesla's revenue and profit growth in the next few years, and this contribution will not be affected by seasonal or economic downturns in the foreseeable future.