In May 2026, Tesla made an official announcement regarding the entry of its Supervised FSD (Full Self-Driving Capability) into the Chinese market. This move directly triggered a widespread surge in smart driving concept stocks on both the A-share and Hong Kong stock exchanges. In the Hong Kong stock market, WeRide-W witnessed a remarkable surge of over 10%, Zhejiang Shibao soared by more than 15%, UISEE climbed over 13%, and shares of Seres, MINIEYE, XPeng Group-W, among others, all experienced gains exceeding 7%. The A-share market also demonstrated robust performance, with Haoen Automotive Electronics surging over 16%, Soling, Bomin Electronics, and Desay SV, among others, hitting their daily price increase limits. Seres came close to reaching its daily limit, while over a dozen stocks, including Jingwei Hirain-W and Yunyi Electric, rose by more than 6%.

Previously, Tesla had repeatedly hinted at the impending entry of FSD into the Chinese market. This official announcement signifies the formal introduction of Tesla's advanced smart driving technology into China, which is anticipated to fuel technological advancements and spur demand growth within the domestic smart driving industry chain.