觀點特斯拉

Tesla/China: software glitch charges up local rivals

Broader negative signals from authorities should prompt investors to look under the hood of their valuation models

Last year, Teslas were China’s best-selling electric cars. Now a potentially dangerous problem has prompted the government to order software repairs to almost 300,000 of those vehicles. Officials say drivers can accidentally engage the autopilot, triggering acceleration. Bad news for the US electric car maker creates opportunities for fast-growing local rivals.

Foreign automakers have become a formidable presence in China, accounting for 57 per cent of all new-energy vehicle sales this year. Tesla, which earns almost a third of its sales in China, has the lion’s share.

That success attracts critical attention from officials, already sensitive of the influence of homegrown tech giants. The cars have reportedly been banned from entering government complexes. The government has drafted new regulations controlling how vehicles collect data with cameras and sensors. Tesla has responded by setting up a local data centre.

您已閱讀45%(926字),剩餘55%(1154字)包含更多重要資訊,訂閱以繼續探索完整內容,並享受更多專屬服務。
版權聲明:本文版權歸FT中文網所有,未經允許任何單位或個人不得轉載,複製或以任何其他方式使用本文全部或部分,侵權必究。
設置字型大小×
最小
較小
默認
較大
最大
分享×