Tesla CFO Vaibhav Taneja said on the third-quarter 2026 earnings call that the company is working to secure broader Full Self-Driving (FSD) approval in China, adding that approval is “hard” to obtain, while Elon Musk said Tesla is pushing hard for approval in more markets. Taneja said Tesla no longer holds the earlier technology lead over Chinese automakers, but argued that some Chinese CEOs who tried FSD in the U.S. were impressed and that Tesla’s safety data could help persuade regulators. Tesla launched FSD Supervised in China in May, priced at RMB 64,000 (about $9,500) as “Tesla Assisted Driving,” and denied reports it was pulling back after shutting a Shanghai data center. Reports cited new Chinese rules taking effect July 1 next year that would hold automakers liable for accidents in autonomous mode and require a 10-second window for drivers to take over, while the data export ban remains a key hurdle.
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TSLAElon Muskelectric vehiclesChinaearnings
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Related tickers and likely impact
TSLA
• NeutralTesla, Inc.
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Automobile Manufacturers |
| Market cap | $1.5T |
| Close on 10/23/2026 | 372.22 |
| Change that session | -0.63% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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