Tesla FSD officially announced to enter China, triggering a surge in the intelligent driving sector.

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Tesla officially announced the launch of the supervised version of FSD in the Chinese market. This news quickly ignited the A-share smart driving sector, with several core stocks hitting the daily limit and the industry chain valuation logic facing a re-evaluation.

On May 21, Tesla officially announced the latest deployment of the supervised version of FSD, clarifying that this function can be used in China, and is simultaneously open in 10 countries and regions worldwide.

The A-share smart driving concept sector surged strongly. More than ten stocks such as Desay SV, Lianchuang Electronic, Zhejiang Shibao, Bethel, Bomin Electronics, Soling, etc., hit the daily limit. Haoyun Auto Electric's increase once exceeded 16%. Hanxin Technology, Jingwei Hengrun, and Luchang Technology also strengthened simultaneously.

The direct significance of this official announcement lies in confirming the time window for FSD's entry into China. In response to consumer inquiries, Tesla customer service said the company is actively advancing the approval process in accordance with relevant national regulations, "Once approval is ready, it will be pushed to domestic customers as soon as possible."

Official landing, previous signals continue to accumulate

The expectation for Tesla FSD to enter China has been longstanding, and this official announcement is a formal confirmation after multiple signals have stacked up.

In the Q1 earnings call this year, Tesla’s Chief Financial Officer said he hoped FSD could gain approval from relevant departments in China by 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 promised to strictly abide by China’s data compliance requirements.

In terms of infrastructure layout, Tesla has established a local AI training center in China, deploying localized training capabilities. Recently, Tesla China has posted multiple recruitment positions related to smart driving testing, further triggering market expectations for accelerated FSD landing. This official announcement turns previous speculation into explicit expectations.

Industry chain logic: Deep supply chain binding, multiple tracks directly benefit

The supervised version of FSD covers core functions such as fully automated highway driving and city NOA, relying on the HW4.0 hardware platform, which places higher demands on vehicle perception, domain control computing, and wire-controlled execution. The deep binding relationship between relevant A-share supply chain enterprises and Tesla is the key logic driving the collective surge in this sector.

In the vehicle optics sector, Lianchuang Electronics, as the main supplier of Tesla’s HW4.0 platform 8MP vehicle lenses, is regarded as the core beneficiary in the perception layer. In domain controllers, Desay SV deeply cultivates high computing power platforms and has received FSD-related orders. In the wire-controlled chassis track, Bethel’s wire-controlled braking and Zhejiang Shibao’s wire-controlled steering are believed to meet high-level smart driving needs, while Top Group is deeply involved as a Tier 0.5 participant. In addition, Huadian, Sanhua Intelligent Controls, and NavInfo each occupy corresponding positions in high multilayer PCB, computing power heat dissipation, and high-precision mapping fields.

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