On November 27th, Tesla announced on Weibo that the global official delivery event of Cybertruck will take place in the early hours of December 1st Beijing time at the Texas Superfactory, stating that it will "break traditional definitions and subvert aesthetic design.".
Wang Xiangjie from Southwest Securities stated in his research report on October 25th that Tesla currently has over one million reservations for Cybertruck. According to the company's production line plan, Tesla will enter the Cybertruck product cycle starting from 23Q4. Cybertruck is initially produced in Fremont and Austin factories, and may be produced in Mexico factories in the long term. There are currently no plans for domestic production in the short term, so Tesla's North American overseas industry chain is expected to deeply benefit from the growth of Cybertruck sales. The Pacific Securities Research Report predicts that the production of Cybertruck will be approximately 220000, 200000, and 350000 units from 2023 to 2025.
According to the theme database of Caixin News Agency, among the relevant listed companies:
On November 22nd, Baowu Magnesium Industry stated on the investor interaction platform that the company supplies magnesium alloy steering wheels and rear armrest frames for Cybertruck pickup trucks. Simultaneously provide aluminum alloy forged control arms to its first tier suppliers.
Rongtai Group has multiple production factories in its three major bases in Yangzhou, Zhuhai, and Leon, Mexico. Its subsidiary, Leon Rongtai, became a key casting supplier for Cybertruck new car models in 2022.