CNBC
21 May 2026, 08:44 UTC · 2w ago
Tesla brings 'Full Self-Driving' to China after years of delays as local EV rivals race ahead
CNBC
21 May 2026, 08:44 UTC · 2w ago
Story key points
4 claims · impact-rated
Tesla has officially announced that its Full Self-Driving (FSD) capabilities are now available for electric vehicles sold in China. — Unlocking FSD in the world's largest EV market opens a significant new high-margin revenue stream and improves competitiveness against local rivals.
+0.80The FSD system is being offered for the Model 3 sedan in China at a one-time fee of 64,000 Chinese yuan (approximately $9,409). — Provides a concrete price point for valuation models to estimate the potential financial windfall from FSD adoption in China.
+0.50The launch follows a summit in Beijing between U.S. President Donald Trump, Elon Musk, and Chinese leader Xi Jinping. — Suggests that high-level political diplomacy is directly facilitating regulatory breakthroughs for Tesla's technology in China.
+0.40Continue reading
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Tesla has launched a concerted hiring effort in China for autonomous driving roles, including autopilot test engineers. — Indicates a long-term commitment to scaling and refining the technology specifically for the Chinese market.
+0.30Ticker attribution
Model heads
The company finally announced the availability of its Full Self-Driving capabilities in the critical Chinese market.
Mentioned as a competitor that has forged ahead while Tesla was delayed, but now faces increased competition from Tesla's FSD launch.
Mentioned as a competitor that expanded its technology while Tesla was delayed, now facing Tesla's entry into the FSD market in China.
Mentioned as a competitor that expanded self-driving tech during Tesla's delay, now facing Tesla's FSD rollout.
Identified as a market leader in China that now faces a more competitive Tesla with FSD capabilities.
[mutual] Tesla and Xiaomi compete in the Chinese EV and self-driving technology market.
[mutual] Tesla competes with BYD for electric vehicle sales volume in China.
[mutual] Tesla and Xpeng are competitors in the rollout of proprietary self-driving technologies in China.
[mutual] Tesla competes with Baidu's Apollo Go in the development of autonomous-driving technologies.
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