Stocks related to intelligent driving concepts continued their upward trajectory. At the time of writing, HORIZONROBOT-W (09660.HK) rose 6.63% to HK$6.43, UISEE TECH (01511.HK) gained 6.78% to HK$63, BLACK SESAME (02533.HK) increased by 5.36% to HK$16.9, and ROBOSENSE (02498.HK) advanced 3.68% to HK$33.22.

The catalyst for the move was an announcement on May 21st by Tesla Motors, which officially included the Chinese market in the launch scope for its supervised Full Self-Driving (FSD) system. Concurrently, Tesla's Chinese website has updated its driver-assistance naming system, replacing the previous "FSD" and "Full Self-Driving Capability" designations with the unified term "Tesla Driver Assistance." The "FSD" wording has now been removed from the site.

Dongguan Securities noted that while the current supervised FSD version remains categorized as Level 2 autonomy and faces short-term challenges—such as the need for localized data retraining, differences in hardware computing power, and compliance with local mapping adaptations—its status as an industry benchmark is expected to create a significant "carpetbagger effect." This is anticipated to compel China's intelligent driving industry chain to accelerate its evolution towards end-to-end large model architectures, igniting a new round of technological iteration and an arms race for enhanced user experience.