On April 28, Musk took his Gulfstream G550 to Beijing, and gained a lot, and Tesla's FSD (Full Self-Driving), which has been highly anticipated by the market for many years, is expected to land in China.
#特斯拉摄像头VS华为雷达#
At the 2024 Beijing Auto Show, 1,500 domestic and foreign manufacturers have used their skills, but Tesla is nowhere to be seen, and Tesla, which has been absent from many major Chinese auto shows in a row, dominates the hot topic in another way. On April 28, according to CCTV News, Premier Li Qiang met with Musk in Beijing. Li Qiang also said that Tesla's development in China can be regarded as a successful example of Sino-US economic and trade cooperation.
Musk also said that Tesla's Shanghai Gigafactory is Tesla's best-performing factory, thanks to the industrious wisdom of the Chinese team. Tesla is willing to further deepen cooperation with China and achieve more win-win results.
On the evening of April 28, the China Association of Automobile Manufacturers and the National Computer Network Emergency Technology Processing and Coordination Center issued a notice that cleared the key obstacles to Tesla's FSD entry into China.
According to the content of the "Notice on the Testing of 4 Safety Requirements for Automotive Data Processing (First Batch)", in accordance with the principle of voluntary inspection by enterprises, from November 2023, the organization will test the data security compliance of newly listed intelligent networked vehicles of automobile manufacturers in 2022~2023 (anonymization of face information outside the car, default non-collection of cockpit data, in-vehicle processing of cockpit data, and significant notification of processing personal information). 76 models from 6 companies, including Tesla and NIO, meet the four compliance requirements for automotive data security.
It is worth noting that all Tesla vehicles that meet the compliance requirements this time are from Tesla's Shanghai Gigafactory and cover all models.
#马斯克用技术换数据#
On the issue of how to deal with Musk, the Chinese government has three strategic intentions: technology, market, and politics.
First of all, let's look at the technical level, it is said that the first half of new energy vehicles is electrification, and the second half is intelligent. Ten years ago, Shanghai introduced Tesla to make the Yangtze River Delta the power valley of the global electric vehicle industry chain. Ten years from now, how to make China a global smart valley for new energy and intelligence?
Nowadays, China's autonomous driving industry is full of flowers, from L2 assisted driving to L4 autonomous driving, from passenger cars to logistics vehicles, players also span start-ups, Internet giants, traditional car companies and other fields, in November last year, a number of Chinese departments jointly issued a notice on the pilot work of intelligent networked vehicle access and road traffic, L3/L4 advanced automatic driving has a clear management specification, pointing out the direction for the landing of domestic high-level autonomous driving.
From NIO, Xiaopeng, Ideal, Huawei, Xiaomi, to BYD, Great Wall, Geely and other new and old car companies are all deeply involved. As far as automotive products are concerned, almost any Chinese car company has a model that can provide advanced driver assistance features, and consumers have a wide range of choices.
Lei Jun said when he first entered the car manufacturing bureau that Xiaomi Auto decided to take autonomous driving as the first breakthrough direction, with a R&D investment of 3.3 billion yuan in the first phase, and the size of the exclusive team has exceeded 500 people.
It is worth noting that Tesla's FSD full self-driving technology is currently the only technology in the world that can achieve full self-driving. China is Tesla's largest market in the world, and China is also the world's most complex road conditions, the only country that covers all landforms, Musk urgently needs China's driving data, so Musk promised to open source Chinese car companies after FSD enters China, and leave the database in China.
Tesla's technology, coupled with China's massive and complex data, is bound to push China to the forefront of automotive intelligence.
#发展新能源不能只是自娱自乐#
Looking at the market level, due to the impact of geopolitical conflicts and global economic weakness, the enthusiasm of the global capital market for new energy vehicles has continued to decline since 2022, and our new energy vehicle stocks have fallen to the bottom of nearly five years. The global capital market is also unclear about the future of China's electric vehicle industry in the short term.
At present, in addition to Tesla and BYD, other new energy companies are losing huge amounts, and if China's electric vehicles want to continue to maintain high growth, they must benefit from the global market. Tesla's Shanghai factory is currently China's largest EV export base, but this is not enough.
There are currently two factors restricting China's EV exports. First, it is difficult for most countries to popularize public charging facilities as much as China. Second, European car companies announced the collective abandonment of electric vehicles last year, and the European Union introduced a trade bill for China's new energy vehicles, which has affected the imagination of China's electric vehicle exports. How to change the situation that China is the only one and other countries are not willing to play with you? This brings us to the third, political level.
Musk came here and returned satisfied, indicating that the Chinese government does not want to play the game behind closed doors. It is also an opportune time for China to clear the key hurdles for Tesla's FSD to enter China. The government has been working to convince foreign investors that China is open to business activities. So, Musk's visit is also part of the big picture that the central and local governments want to show further openness to foreign investment.
Pulling Tesla to play together, first, let all countries, especially Europe, Japan and South Korea, see that new energy vehicles are not over yet, and they should continue to follow up. The second is to let Musk's appeal lobby the capital market. After Tesla planned to deploy full autonomous driving in the Chinese market on the basis of Baidu's lane-level navigation and maps, Tesla's stock price rose more than 15% on April 30, and its market value rose by $82.1 billion overnight. Baidu's stock also rose 6%.
Looking at the world, only Musk can continue to provide imagination space for global capital and European and American auto peers.
In stark contrast to Tesla's treatment in China, Tesla has been at an impasse with India for a long time. Before Musk came to Beijing, Indian Prime Minister Modi had been doing Musk's ideological work, asking him to go to India to take a look. But India's trade and tax policies are not friendly to foreign-funded companies, so Musk has been slightly cold about India's invitation.
As Tesla's second largest market in the world, Tesla has more than 1.7 million vehicles, and with the gradual approach of FSD into China, Tesla, the leader of the new force, will set off any waves in the Chinese market, which is worth looking forward to. 【iDailycar】