After years of regulatory limbo and speculation, Tesla Inc. (TSLA) has finally rolled out its Full Self-Driving (FSD) service in China. The move comes on the heels of President Donald Trump's visit to China and a meeting with Chinese President Xi Jinping, where Xi signaled a more open market for U.S. investments.
In a post on X on Wednesday, Tesla's official account shared a list of countries where its Supervised FSD is now available. The list includes the United States, Canada, Mexico, Puerto Rico, China, Australia, New Zealand, South Korea, the Netherlands, and Lithuania — bringing the total to 10 countries.
Tesla didn't provide additional details about the technology or the rollout in China. For years, FSD's status in the Chinese market was ambiguous. Customers could only access Autopilot because FSD lacked regulatory approval. Tesla currently offers what it calls "Intelligently Assisted Driving" in China for RMB 64,000 (about $9,400).
The approval comes after a long wait. Earlier this year, Elon Musk said he expected Chinese authorities to approve FSD, but sources in Beijing pushed back on that claim. FSD is also approved by the Dutch regulator, the Netherlands Vehicle Authority (RDW).
Tesla's timing is interesting — the company has been struggling in China recently. It fell out of the top 10 EV makers in the domestic market after a weak April for retail sales. Local rivals like BYD Co. Ltd. (BYDDY) and BYD (BYDDF) outsold Tesla.
The FSD rollout follows Trump's visit to China, where he was accompanied by several CEOs, including Musk. During the visit, Xi assured that China would open its market wider to U.S. investments. Beijing also confirmed a 200-aircraft order from Boeing Co. (BA) and sought $30 billion in reductions in reciprocal tariffs. Trump had earlier suggested the aircraft order could rise to 750 units, and a Boeing spokesperson confirmed the company expects "further commitments."
MarketDash's rankings show that Tesla scores well on Growth and Quality metrics, and its long-term price trend is favorable.
Price Action: Tesla shares surged 1.56% to $423.75 during pre-market trading on Thursday.
