China is not a country of pickup trucks. China is the world’s largest automotive market, and in 2023, sales accelerated to a record 30.09 million units, approximately 512,000 of which were pickup trucks. This means that in 2023, pickup trucks accounted for just about 1.7% of the Chinese auto market.
Part of this is due to the fact that pickup trucks are classified as light trucks in China, so they face restrictions compared to passenger cars like the Model Y. Pickup trucks are required to drive on the rightmost “slow” lane on highways, and they are only allowed to travel up to 100 kph (62 mph). They are subjected to mandated scrapping after 15 years as well, and some Chinese cities impose limitations on pickups entering urban areas.
Join the crowd and feel the enthusiasm! ??? https://t.co/nnLQGjfill— Tesla Asia (@Tesla_Asia) January 29, 2024
One could then not be faulted for stating that the Tesla Cybertruck looks like a pretty bad fit for China. Pickup trucks are not popular at all in the country, and the Cybertruck is very expensive to begin with. With this in mind, it does seem that bringing the Cybertruck to China, where it is not even sold today, was an exercise in futility. But as per videos taken of the vehicle amidst the Cybertruck’s multi-city tour, it appears that bringing the all-electric pickup truck to China may very well have been worth it.
China is going crazy for the Cybertruck, Tesla absolutely needs to find a way to get through all regulations to sell it here, let alone even build it right there in the heart of Giga Shanghai bc it’s clear, they really want it @elonmusk pic.twitter.com/hyaoQEqnj9— Teslaconomics (@Teslaconomics) January 28, 2024
Videos posted on social media revealed that the Cybertruck has attracted large crowds of people. In Shanghai, long lines of people could be seen waiting for their chance to see the Cybertruck in person. The same is true for the Nanjing Xinjiekou Deji Plaza, where numerous people could be seen visiting the Cybertruck. Overall, the Cybertruck tour in China seems to be very successful, and the all-electric pickup truck has become an instant celebrity.
Cybertruck China Tour was really eventful on day 1 in all 8 locations across China. People are genuinely interested in this unique vehicle. There’s a market there for this type of recreational/adventure vehicle. Hopefully Tesla will be able to tweak it to comply with pedestrian… pic.twitter.com/xd7gCAE0gn— Ray (@ray4tesla) January 28, 2024
The reasons for this insane reaction could be a variety of things, though Tesla bulls such as Wall Street veteran and The Future Fund Managing Partner Gary Black have noted in the past that a vehicle like the Cybertruck will have a “halo effect” of sorts. The vehicle’s current reception in China, where the Cybertruck may not even be sold at all, suggests that this halo effect is very much present.
? Wow, how many people are excited about this new @Cybertruck toy in China? https://t.co/LjNqV36BbZ pic.twitter.com/tlnIqZUjQ7— Woodland?⚡️??☀️ (@Woodland_00) January 28, 2024
It remains to be seen if the Cybertruck would be a success or not. It continually attracts equal amounts of love and hate from consumers, especially in the United States, which would likely be its primary market. One thing’s for sure, however. The public’s reaction and apparent support for the vehicle in China would be nowhere close if the Cybertruck were a conventional pickup truck that just happens to be electric.
8 Cybertruck display locations in China seen on Day 1. pic.twitter.com/PYE1eS98PX— Ray (@ray4tesla) January 28, 2024
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Cybertruck
Tesla made a change to the Cybertruck and nobody noticed
Tesla made a change to the Cybertruck, and nobody noticed. But to be fair, nobody could have, but it was revealed by the program’s lead engineer that it was aimed toward simplifying manufacturing through a minor change in casting.
After the Cybertruck was given a Top Safety Pick+ award by the Insurance Institute for Highway Safety (IIHS), for its reputation as the safest pickup on the market, some wondered what had changed about the vehicle.
Tesla makes changes to its vehicles routinely through Over-the-Air software updates, but aesthetic changes are relatively rare. Vehicles go through refreshes every few years, as the Model 3 and Model Y did earlier this year. However, the Cybertruck is one of the vehicles that has not changed much since its launch in late 2023, but it has gone through some minor changes.
Most recently, Wes Morrill, the Cybertruck program’s Lead Engineer, stated that the company had made a minor change to the casting of the all-electric pickup for manufacturing purposes. This change took place in April:
We made a minor change on the casting for manufacturability in April. Our Internal testing shows no difference in crash result but IIHS only officially tested the latest version
— Wes (@wmorrill3) December 17, 2025
The change is among the most subtle that can be made, but it makes a massive difference in manufacturing efficiency, build quality, and scalability.
Morrill revealed Tesla’s internal testing showed no difference in crash testing results performed by the IIHS.
The 2025 Cybertruck received stellar ratings in each of the required testing scenarios and categories. The Top Safety Pick+ award is only given if it excels in rigorous crash tests. This requires ‘Good’ ratings in updated small and moderate overlap front, side, roof, and head restraints.
Additionally, it must have advanced front crash prevention in both day and night. Most importantly, the vehicle must have a ‘Good’ or ‘Acceptable’ headlights standard on all trims, with the “+ ” specifically demanding the toughest new updated moderate overlap test that checks rear-seat passenger protection alongside driver safety.
News
Tesla enters interesting situation with Full Self-Driving in California
Tesla has entered an interesting situation with its Full Self-Driving suite in California, as the State’s Department of Motor Vehicles had adopted an order for a suspension of the company’s sales license, but it immediately put it on hold.
The company has been granted a reprieve as the DMV is giving Tesla an opportunity to “remedy the situation.” After the suspension was recommended for 30 days as a penalty, the DMV said it would give Tesla 90 days to allow the company to come into compliance.
The DMV is accusing Tesla of misleading consumers by using words like Autopilot and Full Self-Driving on its advanced driver assistance (ADAS) features.
The State’s DMV Director, Steve Gordon, said that he hoped “Tesla will find a way to get these misleading statements corrected.” However, Tesla responded to the story on Tuesday, stating that this was a “consumer protection” order for the company using the term Autopilot.
It said “not one single customer came forward to say there’s a problem.” It added that “sales in California will continue uninterrupted.”
This was a “consumer protection” order about the use of the term “Autopilot” in a case where not one single customer came forward to say there’s a problem.
Sales in California will continue uninterrupted.
— Tesla North America (@tesla_na) December 17, 2025
Tesla has used the terms Autopilot and Full Self-Driving for years, but has added the term “(Supervised)” to the end of the FSD suite, hoping to remedy some of the potential issues that regulators in various areas might have with the labeling of the program.
It might not be too long before Tesla stops catching flak for using the Full Self-Driving name to describe its platform.
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
The Robotaxi suite has continued to improve, and this week, vehicles were spotted in Austin without any occupants. CEO Elon Musk would later confirm that Tesla had started testing driverless rides in Austin, hoping to launch rides without any supervision by the end of the year.
Investor's Corner
Tesla stock closes at all-time high on heels of Robotaxi progress
Tesla stock (NASDAQ: TSLA) closed at an all-time high on Tuesday, jumping over 3 percent during the day and finishing at $489.88.
The price beats the previous record close, which was $479.86.
Shares have had a crazy year, dipping more than 40 percent from the start of the year. The stock then started to recover once again around late April, when its price started to climb back up from the low $200 level.
This week, Tesla started to climb toward its highest levels ever, as it was revealed on Sunday that the company was testing driverless Robotaxis in Austin. The spike in value pushed the company’s valuation to $1.63 trillion.
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
It is the seventh-most valuable company on the market currently, trailing Nvidia, Apple, Alphabet (Google), Microsoft, Amazon, and Meta.
Shares closed up $14.57 today, up over 3 percent.
The stock has gone through a lot this year, as previously mentioned. Shares tumbled in Q1 due to CEO Elon Musk’s involvement with the Department of Government Efficiency (DOGE), which pulled his attention away from his companies and left a major overhang on their valuations.
However, things started to rebound halfway through the year, and as the government started to phase out the $7,500 tax credit, demand spiked as consumers tried to take advantage of it.
Q3 deliveries were the highest in company history, and Tesla responded to the loss of the tax credit with the launch of the Model 3 and Model Y Standard.
Additionally, analysts have announced high expectations this week for the company on Wall Street as Robotaxi continues to be the focus. With autonomy within Tesla’s sights, things are moving in the direction of Robotaxi being a major catalyst for growth on the Street in the coming year.