Core 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]

Group 1 - Tesla CEO Elon Musk announced the potential need for a "giant chip manufacturing plant" to produce AI chips, possibly in collaboration with Intel, although no agreements have been signed yet [3] - The proposed plant could produce at least 100,000 wafers per month and is aimed at supporting the manufacturing of autonomous vehicles and humanoid robots [3] - Tesla's Cybercab, an autonomous electric vehicle, made its Asia-Pacific debut at the China International Import Expo, featuring a design without a steering wheel or pedals [3] Group 2 - Tesla has begun trial production of its humanoid robot at the Fremont factory, with a larger production line expected to be operational by 2026, aiming to keep the cost of each robot under $20,000 [4] - The company plans to eliminate safety drivers for its Robotaxi service in Austin by the end of the year, with expansion plans to Nevada, Florida, and Arizona [7] - During the shareholder meeting, Musk revealed that Tesla's Full Self-Driving (FSD) technology has received "partial approval" in China, with full approval expected around February or March 2026 [7] Group 3 - The Tesla shareholder meeting voted to support an investment in Musk's AI company xAI, despite potential conflicts of interest, which is seen as beneficial for both Tesla and xAI [8]