Tesla(US:TSLA) Zhi Tong Cai Jing·2025-11-07 07:53Core Insights - Tesla's Full Self-Driving (FSD) technology has received "partial approval" in China, with expectations for full approval by February or March 2026 [1] - The FSD in China is classified as "smart assisted driving," focusing on specific urban scenarios and is at the L2 automation level, differing from the U.S. version [1] - Tesla's safety record is under scrutiny, with investigations into incidents involving FSD features, including running red lights and other traffic violations [2] Group 1 - Approximately 75% of shareholders approved Elon Musk's compensation plan, which could reach up to $1 trillion [3] - Shareholders re-elected three board members and supported annual elections for all directors [3] - Musk promoted the humanoid robot Optimus, predicting it will become the largest product ever, with mass production starting next year [3] Group 2 - The Cybercab robot taxi and Tesla Semi truck are set to begin production next year, with Cybercab aiming for a production rate of one vehicle every 10 seconds and a target of 5 million units annually [4] - Tesla aims to increase vehicle production by approximately 50% next year, with a target of reaching 4 million vehicles produced by the end of 2027 [4]