Recently, Musk came to China again, and this time the reception of Musk was also high-standard, Ren Hongbin, President of the China Council for the Promotion of International Trade, and Li Qiang, Premier of the State Council, met with Musk. And this is also the second time that Musk has come to China in a year.
According to the media, there is only one purpose for Musk's visit to China, and that is to clear policy obstacles for the launch of "fully self-driving software" FSD in China.
In fact, it is the self-driving system developed by Tesla, which is currently the V12 version, and has 1 billion miles overseas, ranking first in the world.
According to media statistics, the takeover rate of FSD and the probability of failure are also the lowest in the world, of course, it is not clear whether this conclusion is accurate, but FSD is not allowed to be used in China.
At present, in the Chinese market, autonomous driving has been the killer feature of many new energy vehicles, but Tesla's FSD cannot be used, which is equivalent to Tesla's own advantages can not be played at all.
As the world's largest new energy vehicle market, China has a penetration rate of more than 50% of new energy vehicles, which Musk does not dare to miss, so he has been working hard to promote the landing of FSD in the Chinese market and save a little performance for Tesla.
You must know that Tesla is not performing well in the global market at present, Tesla urgently needs performance to save itself, China is undoubtedly the best market, it depends on whether FSD can land.
In fact, China has already saved Tesla once before.
That was in 2018, Musk actually encountered a big crisis at that time, sales were not good, production capacity was not good, and Kanta Tesla's life and death crisis.
However, when Musk came to Shanghai, Tesla finally landed in Shanghai, and with the mass production of Model 3, Tesla's life and death crisis was over.
From 2018 to 2024, Tesla ushered in a "sunny day", because the super factory in Shanghai produced many low-cost and high-quality cars for Tesla, coupled with sales in the Chinese market, helping Tesla become the world's largest car company, and Musk became the richest man in the world.
Nowadays, Tesla has also encountered a crisis, Europe and the United States lack an electric vehicle ecology, the transformation of traditional car companies is very slow, and Tesla's life is not good, and its performance has basically not grown.
Under such circumstances, Tesla hopes that FSD can land in China, and then usher in another wave of growth in the Chinese market.
But this time, can China save Tesla? I think it's a bit hanging, after all, the self-driving technology of Chinese car companies is not inferior to Tesla, and the product strength of domestic cars is not inferior to Tesla, and Tesla can't compete with domestic competitors.
Therefore, what can save Tesla is not the Chinese market, nor China's policies, but Tesla itself, its innovation, and its products.