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马斯克“闪电”访华,特斯拉股价大涨!FSD服务即将推出?

Musk's “lightning” visit to China, Tesla's stock price soared! FSD service coming soon?

Securities Times ·  Apr 29 19:43

Source: e-Company Author: Mei Shuang

FSD's entry into China is expected to speed up, Model 2 will be launched next year... Big news continues to come from Tesla today.

On the market, after the opening of the US stock market on April 29th, Beijing time,$Tesla (TSLA.US)$At one point, it rose by more than 12%, and the market value increased by more than 60 billion US dollars.

According to CCTV news, at the invitation of the China Council for the Promotion of Trade, on the afternoon of April 28, US Tesla CEO Elon Musk arrived in Beijing. China Council for the Promotion of Trade Chairman Ren Hongbin met with Musk to discuss topics such as next steps for cooperation.

Also, according to online sources, when Musk arrived in Beijing, he said, “I am happy to see the progress of electric cars in China, and all cars will be electric in the future.

According to information from the flight tracking platform, Musk's plane took off at Beijing Capital Airport at 13:17 on April 29 and left China. The plane's destination was Anchorage, Alaska. According to statistics, Musk's current trip to China took less than 24 hours.

Regarding the recent news that the market is concerned about Tesla's fully autonomous driving (“FSD”) entering China, Tesla responded that there is currently no schedule for FSD to enter China. On April 28, Tesla's official Weibo spoke out twice, mentioning the implementation of accelerated autonomous driving technology.

According to the Tesla User App, the description on the purchase page of Tesla China's official FSD service has been changed from “coming soon” to “coming soon.”

Earlier, Musk said on April 20 that Tesla may soon provide the fully automated driving software function FSD to Chinese customers. In response to a user on social media platform X asking when Tesla will launch the FSD in China, Musk said, “It may happen soon.”

On the afternoon of April 29, Xiaopeng Motor Chairman He Xiaopeng also expressed his opinion on FSD's entry into China: “Today, quite a few friends asked me about my views on FSD entering China. I particularly welcome Tesla FSD to China.”

He Xiaopeng believes that the big model will speed up the landing speed of driverless cars for at least 3 years, and that fully autonomous driving is also one of the best commercial scenarios for big models to land. He Xiaopeng also said that Tesla has very good autonomous driving technology and brand. Only by entering more good products and technologies can the entire market and customers have more good experiences, and the market can develop more healthily and run faster.

On April 29, a source said that Tesla will deploy its FSD autonomous driving service for the Chinese market based on lane-level navigation and maps provided by Baidu. Baidu's stock price rose more than 6% in the afternoon. However, as of press time, Baidu has not responded to this.

During Musk's current visit to China, Tesla also took an important step in complying with intelligent driving in China. On April 28, the China Association of Automobile Manufacturers and the National Computer Network Emergency Technical Handling Coordination Center issued the “Notice on Testing Status of 4 Safety Requirements for Vehicle Data Processing (First Batch)”.

According to the notice, according to the principle of voluntary inspection by enterprises, the organization will test the data security compliance status of newly launched intelligent connected vehicles from 2022 to 2023 (4 compliance requirements such as anonymized processing of face information outside the vehicle, non-collection of cockpit data by default, in-vehicle processing of cockpit data, and significant disclosure of personal information). Among them, 76 models from 6 companies including BYD, Ideal, Lotus, Heavenly New Energy, Tesla, and NIO meet the 4 vehicle data security compliance requirements.

According to Tesla, Tesla built the Tesla Shanghai Data Center in 2021 to enable localized data storage. In addition, Tesla has introduced a third party authority to review the company's information security management system and passed the security management system certification (ISO27001).

Furthermore, according to news on April 29, Musk confirmed that the company's highly anticipated new entry-level model, the Model 2, will be officially launched in 2025.

According to reports, the new car will be put into production at Tesla's Shanghai, Berlin, and Mexico plants, and the price of the new car will remain around 25,000 US dollars, which is equivalent to about RMB 180,000. Among them, prices in the Chinese market, which are more concerned, are expected to drop further after production is put into operation. The e-Company reporter sought evidence from Tesla's Chinese sources on the above news. As of press release, no response has been received.

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The translation is provided by third-party software.


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