[TechWeb] April 29th news, the China Automobile Association officially issued a “report on the testing of four safety requirements for automobile data processing (the first batch)”.
Among them, 76 models of BYD, ideal, Lutes, Hezhong New Energy (Nahu Automobile), Tesla and Xilai meet the four compliance requirements for automobile data safety.
The four compliance requirements include: anonymous processing of face information outside the car, default not to collect cockpit data, cockpit data processing in the car, and handling significant personal information notification.
The list of specific car models is as follows: 
, Tesla FSD got the ticket? All the models produced by Tesla Shanghai Super Factory meet the compliance requirements, and it is the only foreign company that meets the compliance requirements.
Some media quoted analysts as saying that at present, Tesla has adopted the authoritative standards and requirements for the safety of national vehicle data, which is conducive to the comprehensive lifting of the ban on intelligent cars such as Tesla (such as government units, airports, highways, etc.). It is a great benefit to Tesla.
It is reported that Tesla has realized localized data storage in Tesla Shanghai data Center in 2021.
Tesla introduced a third-party authority to audit the company’s information security management system and passed the Security Management system Certification (ISO27001).
Just earlier on the 28th, according to WeChat, a CCTV press officer, Elon Musk, CEO of the US company Tesla, arrived in Beijing on the afternoon of April 28, and Ren Hongbin, chairman of the China Council for the Promotion of International Trade, met with Musk to exchange views on the next step of cooperation.
Musk’s trip to China has attracted a lot of attention.
Long before Musk landed in China, foreign media described Musk’s trip to China as an “unexpected trip”, which was not previously exposed, and revealed that Musk would discuss the launch of FSD software in China and be allowed to transmit data collected in China overseas to train FSD algorithms.
FSD (Full-Self Driving), whose Chinese name is “fully autopilot”, is an autopilot system developed by Tesla.
FSD is one of Tesla’s biggest selling points, but it has not been able to land in the Chinese market, mainly because it involves obvious data security issues.
Some people in the car circle said that the Tesla model produced by the Shanghai factory meets the four compliance requirements for automobile data safety.
Tesla’s intelligent driver has got an admission ticket in China, but whether the FSD can land and succeed in China depends on its own actual performance.
Tesla will spend about $10 billion this year on comprehensive training and reasoning artificial intelligence, which is mainly used in cars.
Musk’s ability to build autopilot into Tesla’s competitive advantage in the car circle is now very clear.
During the first-quarter earnings call, Musk repeatedly stressed the significance of FSD to the company.
He stressed that Tesla is an AI company.
“if there are people who don’t believe that Tesla can solve the FSD problem, they should not be Tesla’s investors.
” “once again, I strongly suggest that anyone considering buying Tesla shares should actually drive a car with the software and experience the latest version of FSD.
” In the first quarter of this year, although Tesla’s income and net profit both dropped sharply, Tesla’s gross profit margin of automobile sales did not decline seriously by 15.6%. The income per car sold (excluding carbon credits and car rental sales) was $43500, down only $35 from the previous quarter.
In this regard, financial analysts pointed out that under the trend of Tesla’s vehicle price reduction, FSD V12 brought high gross profit margin business, and FSD’s revenue growth partially offset the decline in vehicle sales, stabilizing Tesla’s gross profit margin.
On March 31 this year, Tesla pushed the FSD V12 (Supervised) version to some users in the United States, announcing a free trial of FSD for one month.
In order to keep the customers after the end of the FSD free period, Tesla opened the price reduction model.
Reduce the price of the FSD package from $12000 to $8000 and the price of a subscription from $199to $99 a month.
There are many challenges, but Tesla’s autopilot / auxiliary autopilot ability itself also faces many challenges.
On April 26th, local time, the US auto safety regulator announced that it had launched a new investigation into Tesla.
The survey covers Model Y, X, S, 3 and Cyber truck vehicles with Autopilot produced in the United States from 2012 to 2024.
According to the National Highway Traffic Safety Administration (NHTSA), Tesla announced a recall of more than 2 million vehicles in December 2023 and upgraded the driving assistance system Autopilot, but they questioned whether it was safe enough.
Us regulators also revealed that at least 13 Tesla accidents were found in the first Autopilot safety investigation launched in August 2021, resulting in one or more deaths and several serious injuries, among which “foreseeable driver abuse of the system played a significant role”.
, 
, Tesla faces far more challenges than these.
On April 23, local time in the United States, Tesla released results for the first quarter of this year, with revenue of $21.
3 billion, down 9% from the same period last year, and net profit of $1.
13 billion, down 55% from the same period last year.
The main reason is that competition intensifies and the electric car market is always “under pressure.
” 
, at the shareholders’ meeting, Tesla reiterated his pessimistic outlook for 2024 and told investors that “the growth rate of sales may be significantly lower than that of 2023.
” In terms of delivery volume, Tesla’s global delivery volume in the first quarter was only 386800 vehicles, down 8.
5% from a year earlier and far below the average analyst forecast of 449000 vehicles, the first decline in sales since the second quarter of 2020.
In terms of stock price, Tesla’s share price has been falling all the way this year, with the largest cumulative decline of more than 44% at one time.
Tesla announced on April 15 that it would cut more than 10 per cent of its jobs worldwide due to a drop in delivery in the first quarter.
Tesla’s delivery volume, income and profits have shrunk, and Musk desperately needs a new growth story to impress investors and consumers.
FSD has a great vision, but it will be difficult to boost sales and profitability in the short term.
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