Tesla(US:TSLA) 新财富·2025-02-28 08:56Core Viewpoint - The article discusses the competitive landscape of the intelligent driving industry in China, particularly focusing on Tesla's recent software update and its implications for local competitors [2][22]. Group 1: Tesla's FSD Update - Tesla officially launched its 2024.4.5.32.1 software update in China, which includes city road Autopilot features, emphasizing that it is not a full self-driving (FSD) capability [1]. - The update has sparked significant interest and competition among domestic intelligent driving companies, marking a shift from the previous focus on electrification to a new emphasis on intelligence [2][22]. Group 2: Performance Comparison - Tesla's FSD has shown promising results in the U.S., with successful handling of various driving scenarios, including traffic lights and lane changes, although it still requires driver supervision [4][11]. - In contrast, the performance of Tesla's FSD in China has revealed several shortcomings, particularly in recognizing local traffic rules and handling unique driving conditions, leading to safety concerns [22][29]. Group 3: Domestic Competitors - Domestic companies like Huawei, Li Auto, and Xpeng are rapidly advancing their intelligent driving technologies, with planned releases for their own versions of NOA (Navigation on Autopilot) in 2024 [12]. - A recent evaluation of various domestic intelligent driving models indicates that they are approaching human-like driving capabilities, with effective handling of complex urban scenarios [26][27]. Group 4: Future Outlook - The article suggests that 2025 will be a pivotal year for the intelligent driving sector, driven by technological advancements and competitive pressures among various players [29]. - Tesla's entry into the Chinese market with its FSD is seen as a strategic move, but the company faces challenges due to its lack of localized data and understanding of Chinese traffic conditions [29].