Tesla has officially announced the launch of its supervised Full Self-Driving (FSD) system in the Chinese market, sparking a sharp rally in the A-share intelligent driving sector. Multiple core stocks surged to their daily limit, prompting a potential revaluation of the industry chain.
On May 21, Tesla officially announced the latest deployment of its supervised FSD system, confirming its availability in China and simultaneous rollout in ten other countries and regions.
The A-share intelligent driving concept sector experienced a strong surge. Stocks such as Desay SV Automotive, Lian Chuang Electronic, Zhejiang Shibao, Bethel Automotive Safety Systems, Bomin Electronics, and Suo Li Co., Ltd. hit the daily limit-up, with over ten stocks locking in gains. Haoen Auto Electric's stock price rose by more than 16% at one point, while Hanxin Technology, Jingwei Hengrun, and Luchang Technology also showed strength.
The immediate significance of this official announcement lies in confirming the timeline for FSD's implementation in China. In response to consumer inquiries, Tesla's customer service stated that the company is actively promoting approval work in accordance with relevant national regulations, aiming to "roll it out to domestic customers as soon as approvals are ready."
The official announcement follows a series of accumulating signals. Expectations for Tesla's FSD entry into China have been building for some time, and this official confirmation comes after multiple signals. During the Q1 earnings call, Tesla's CFO expressed hope that FSD would receive approval from relevant Chinese authorities in the third quarter of this year. In February, Tesla Vice President Tao Lin publicly stated that Tesla's assisted driving data does not need to leave the country and pledged strict compliance with China's data regulations.
In terms of infrastructure, Tesla has established a local AI training center in China to deploy localized training capabilities. Concurrently, Tesla China recently posted multiple job openings related to intelligent driving testing, further fueling market predictions of an accelerated FSD rollout. This official announcement has transformed previous market speculation into concrete expectations.
Regarding the industry chain logic, the deep integration of the supply chain and direct benefits across multiple sectors are key drivers. The supervised FSD system encompasses core functions such as highway full self-driving and urban NOA, relying on the HW4.0 hardware platform, which imposes high demands on key areas like vehicle perception, domain control computing, and wire-controlled execution. The deep binding relationship between relevant A-share supply chain companies and Tesla forms the core logic behind the sector's collective surge.
In the field of vehicle optics, Lian Chuang Electronic, as a major supplier of 8MP vehicle lenses for Tesla's HW4.0 platform, is seen as a core beneficiary in the perception layer. In the domain controller sector, Desay SV Automotive, with its focus on high-computing platforms, has secured orders related to FSD. In the wire-controlled chassis segment, Bethel Automotive Safety Systems' wire-controlled braking and Zhejiang Shibao's wire-controlled steering are considered suitable for high-level intelligent driving needs, while Top Group is deeply involved as a Tier 0.5 supplier. Additionally, companies like Wus Printed Circuit, Sanhua Intelligent Controls, and NavInfo hold respective positions in areas such as high-layer PCBs, computing power heat dissipation, and high-definition maps.
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