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Miaw
2021-05-26

Want to conquer market there?

Why does Tesla want to build a data center in China?

刹车失灵的风波还未结束，特斯拉已经开始有所动作。

Why does Tesla want to build a data center in China?

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AB_Iphone
·2021-05-27
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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":132002540,"tweetId":"132002540","gmtCreate":1622042817780,"gmtModify":1704178454020,"author":{"id":3569028586400878,"idStr":"3569028586400878","authorId":3569028586400878,"authorIdStr":"3569028586400878","name":"Miaw","avatar":"https://static.tigerbbs.com/bd318611f16b0eb6de098c8b733c85fd","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":18,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Want to conquer market there?&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>Want to conquer market there?&nbsp;</p></body></html>","text":"Want to conquer market there?","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/132002540","repostId":1165068192,"repostType":4,"repost":{"id":"1165068192","kind":"news","pubTimestamp":1622003170,"share":"https://ttm.financial/m/news/1165068192?lang=en_US&edition=fundamental","pubTime":"2021-05-26 12:26","market":"us","language":"zh","title":"Why does Tesla want to build a data center in China?","url":"https://stock-news.laohu8.com/highlight/detail?id=1165068192","media":"极客公园","summary":"刹车失灵的风波还未结束，特斯拉已经开始有所动作。","content":"<p>Text/Zhao Zixiao</p><p>The storm of brake failure is not over yet, and Tesla has begun to take action.</p><p>On May 25, Tesla officially announced on social media that the company has established a data center in China to localize data storage and will gradually add more local data centers. All data generated from the sale of vehicles in the Chinese mainland market will be stored in China.</p><p>In addition, Tesla will open the vehicle information inquiry platform to car owners. Officials said that this work is in full swing, and details and progress will be reported to you one after another.</p><p>The establishment of a data center and the opening of a vehicle information inquiry platform proves that Tesla has made a 180 ° turn in its attitude, and also proves that Tesla's previous model may no longer be able to run smoothly in China. The time has come when the company needs to make changes.</p><p><b>Data problems caused by brake failure</b></p><p>It can be seen from the official content released by Tesla that an opportunity to establish a data center is the drafting of \"Several Provisions on Automotive Data Security Management (Draft for Comment)\" (hereinafter referred to as the \"Regulations\").</p><p>The \"Regulations\" were first launched by the State Internet Information Office on May 12th, and provided a framework for automobile data security in specific content. At present, the \"Regulations\" have a relatively clear definition of data security. It divides data into two aspects: personal information and important data, not only for automobile manufacturers, but also for component and software providers, dealers, maintenance organizations, network car companies and insurance companies are all among the \"operators\" mentioned in the \"Regulations\".</p><p>To sum up in a simple way, the data can be roughly divided into two parts: in-vehicle information and outside-vehicle information. The outside-vehicle information includes audio-visual data and software data, as follows:</p><p>In-vehicle information: includes personal information of a vehicle owner, a driver, a passenger, a pedestrian, and the like, and various kinds of information capable of inferring personal identity, describing personal behavior, and the like.</p><p>Information outside the vehicle-audio-visual data: data on the flow of people and vehicles in important sensitive areas such as military management areas, units involving state secrets such as national defense science and technology, and party and government organs at or above the county level; Data such as vehicle types and vehicle flow on the road; Outside audio and video data including face, voice, license plate, etc.; Other data specified by the national cyberspace department and relevant departments of the State Council that may affect national security and public interests;</p><p>Off-vehicle information-software data: surveying and mapping data higher than the accuracy of maps publicly released by the state; Operating data of automobile charging network.</p><p><img src=\"https://static.tigerbbs.com/8d1170fad77ba8911398219c24389f3f\" tg-width=\"550\" tg-height=\"291\" referrerpolicy=\"no-referrer\">Regarding personal information inside the car and data collected outside the car, the \"Regulations\" also define the user's initiative | Cyberspace Administration of China</p><p>Strictly speaking, the focus of the core debate of Tesla's \"rights protection door\" is also data, but it does not belong to any of the types mentioned in the \"Regulations\". The former is driving data caused by traffic accidents, including vehicle speed, braking and driving behavior, while the latter pays more attention to whether relevant sensors are used inside and outside the vehicle to collect and process data without authorization.</p><p>At a time when people are paying more and more attention to data privacy, as a large smart product, the data collected inside and outside the car is indeed more difficult to define than driving data. At the seminar on the \"Regulations\", experts pointed out that the \"Regulations\" are the first legislative attempt in the field of domestic automobile data and have a strong demonstration effect.</p><p>Under the circumstances that the data is difficult to define, Tesla, as the only wholly-owned foreign car company in China at present, has caused concerns about intelligence and Tesla's special status, which has increased people's distrust of Tesla to a certain extent. So we can see that although Musk emphasized at the China Development Forum that Tesla will not use cars for espionage activities, many government agencies and departments have recently banned Tesla vehicles from driving in.</p><p><img src=\"https://static.tigerbbs.com/fa6a354b8d1f3fa70f58e759f010c2e3\" tg-width=\"550\" tg-height=\"685\" referrerpolicy=\"no-referrer\">Government agency notices circulated online indicate that data privacy issues have affected the normal driving of Tesla vehicles in certain areas | Internet</p><p>For Tesla, it's time to change accordingly.</p><p><b>Will Tesla Build an Autopilot Team in China?</b></p><p>In the \"Regulations\", six articles all mention the corresponding security responsibilities of companies providing data abroad. According to the data types mentioned above, if Tesla wants to transmit data to the United States, it is basically blocked. Therefore, it is inevitable to establish a local data center.</p><p>From Tesla's own perspective, it is also a great shift. As we all know, Musk believes in first principles and also pursues the essence of car companies-growth in business strategy. Whether it is firmly adhering to the camera-based autonomous driving route, or giving priority to product quality after vehicle sales, a series of strategies have helped this company to become the world's largest car company by market value in the fastest way.</p><p><img src=\"https://static.tigerbbs.com/0f875d0836c2f9a015ec103b7cc6f882\" tg-width=\"550\" tg-height=\"389\" referrerpolicy=\"no-referrer\">Many articles in the \"Regulations\" point to the strict management of data transmission abroad | Cyberspace Administration of China</p><p>A company will bring the unique temperament of its founder to some extent, so in China, Tesla's own \"disruptor\" temperament and Musk's own influence around the world have made Tesla The Chinese market has experienced a wave of \"explosive\" growth, and subsequent strategies such as price cuts are also constantly gaining new users.</p><p>However, the recent experiences in the Chinese market, whether it is the backlash of public opinion caused by the brake failure incident or people's high concern for data security, have given Tesla a strong reminder that \"one trick is fresh\" is not applicable globally. It is not applicable, especially in the world's largest auto market, which has its own rules.</p><p>According to statistics from the China Association of Automobile Manufacturers, in April 2021, Tesla (Shanghai) sold 25,845 vehicles. After excluding export data, Tesla's sales in China were 11,671 vehicles, down from 35,478 vehicles in March. 67.10%, this is also the month with the largest drop in domestic sales since Tesla's localized production.</p><p>Although it cannot be proved that the decline in sales is closely related to Tesla's previous negative impact, market rules and the shutdown of Tesla's factory have directly or indirectly affected Tesla's delivery volume in April, but it can be seen that, If Tesla has not yet given a solution, it will definitely be greatly affected in the market.</p><p>In 2018, Apple established \"Guizhou on the Cloud\", and all the data provided through the iCloud cloud service is stored locally in China. When the Chinese market undergoes tremendous changes, Musk, who is as proud as Musk, has to re-measure this relationship.</p><p>However, keeping data locally is not necessarily a bad thing. As far as autonomous driving functions are concerned, Tesla has been relying on the driving data obtained by the car itself to improve its autonomous driving technology. The larger the amount of data, the more likely it is to provide a good foundation for technology iteration.</p><p><img src=\"https://static.tigerbbs.com/7f04ded851fca333f07e862ae98cd5e9\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\">Musk's \"blindfolded running\" strategy won't work in the Chinese market | Visual China</p><p>Since the data of driving in China cannot be transmitted overseas, will Tesla establish an autonomous driving R&D team in China? The road conditions in China and the United States are quite different. The former is many times more complicated than the latter, and the training of autonomous driving is more challenging. Many Chinese autonomous driving companies are emphasizing that their biggest advantage is that they are more familiar with local roads, which is very competitive in the long run.</p><p>For Tesla, which has the best autonomous driving experience in mass-produced vehicles, if it wants to find a way to maintain the lead in technology and experience, it is very friendly for Chinese users to establish a local autonomous driving R&D team and cooperate with models for the Chinese market., the local data center has become a major advantage of Tesla. 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All data generated from the sale of vehicles in the Chinese mainland market will be stored in China.</p><p>In addition, Tesla will open the vehicle information inquiry platform to car owners. Officials said that this work is in full swing, and details and progress will be reported to you one after another.</p><p>The establishment of a data center and the opening of a vehicle information inquiry platform proves that Tesla has made a 180 ° turn in its attitude, and also proves that Tesla's previous model may no longer be able to run smoothly in China. The time has come when the company needs to make changes.</p><p><b>Data problems caused by brake failure</b></p><p>It can be seen from the official content released by Tesla that an opportunity to establish a data center is the drafting of \"Several Provisions on Automotive Data Security Management (Draft for Comment)\" (hereinafter referred to as the \"Regulations\").</p><p>The \"Regulations\" were first launched by the State Internet Information Office on May 12th, and provided a framework for automobile data security in specific content. At present, the \"Regulations\" have a relatively clear definition of data security. It divides data into two aspects: personal information and important data, not only for automobile manufacturers, but also for component and software providers, dealers, maintenance organizations, network car companies and insurance companies are all among the \"operators\" mentioned in the \"Regulations\".</p><p>To sum up in a simple way, the data can be roughly divided into two parts: in-vehicle information and outside-vehicle information. The outside-vehicle information includes audio-visual data and software data, as follows:</p><p>In-vehicle information: includes personal information of a vehicle owner, a driver, a passenger, a pedestrian, and the like, and various kinds of information capable of inferring personal identity, describing personal behavior, and the like.</p><p>Information outside the vehicle-audio-visual data: data on the flow of people and vehicles in important sensitive areas such as military management areas, units involving state secrets such as national defense science and technology, and party and government organs at or above the county level; Data such as vehicle types and vehicle flow on the road; Outside audio and video data including face, voice, license plate, etc.; Other data specified by the national cyberspace department and relevant departments of the State Council that may affect national security and public interests;</p><p>Off-vehicle information-software data: surveying and mapping data higher than the accuracy of maps publicly released by the state; Operating data of automobile charging network.</p><p><img src=\"https://static.tigerbbs.com/8d1170fad77ba8911398219c24389f3f\" tg-width=\"550\" tg-height=\"291\" referrerpolicy=\"no-referrer\">Regarding personal information inside the car and data collected outside the car, the \"Regulations\" also define the user's initiative | Cyberspace Administration of China</p><p>Strictly speaking, the focus of the core debate of Tesla's \"rights protection door\" is also data, but it does not belong to any of the types mentioned in the \"Regulations\". The former is driving data caused by traffic accidents, including vehicle speed, braking and driving behavior, while the latter pays more attention to whether relevant sensors are used inside and outside the vehicle to collect and process data without authorization.</p><p>At a time when people are paying more and more attention to data privacy, as a large smart product, the data collected inside and outside the car is indeed more difficult to define than driving data. At the seminar on the \"Regulations\", experts pointed out that the \"Regulations\" are the first legislative attempt in the field of domestic automobile data and have a strong demonstration effect.</p><p>Under the circumstances that the data is difficult to define, Tesla, as the only wholly-owned foreign car company in China at present, has caused concerns about intelligence and Tesla's special status, which has increased people's distrust of Tesla to a certain extent. So we can see that although Musk emphasized at the China Development Forum that Tesla will not use cars for espionage activities, many government agencies and departments have recently banned Tesla vehicles from driving in.</p><p><img src=\"https://static.tigerbbs.com/fa6a354b8d1f3fa70f58e759f010c2e3\" tg-width=\"550\" tg-height=\"685\" referrerpolicy=\"no-referrer\">Government agency notices circulated online indicate that data privacy issues have affected the normal driving of Tesla vehicles in certain areas | Internet</p><p>For Tesla, it's time to change accordingly.</p><p><b>Will Tesla Build an Autopilot Team in China?</b></p><p>In the \"Regulations\", six articles all mention the corresponding security responsibilities of companies providing data abroad. According to the data types mentioned above, if Tesla wants to transmit data to the United States, it is basically blocked. Therefore, it is inevitable to establish a local data center.</p><p>From Tesla's own perspective, it is also a great shift. As we all know, Musk believes in first principles and also pursues the essence of car companies-growth in business strategy. Whether it is firmly adhering to the camera-based autonomous driving route, or giving priority to product quality after vehicle sales, a series of strategies have helped this company to become the world's largest car company by market value in the fastest way.</p><p><img src=\"https://static.tigerbbs.com/0f875d0836c2f9a015ec103b7cc6f882\" tg-width=\"550\" tg-height=\"389\" referrerpolicy=\"no-referrer\">Many articles in the \"Regulations\" point to the strict management of data transmission abroad | Cyberspace Administration of China</p><p>A company will bring the unique temperament of its founder to some extent, so in China, Tesla's own \"disruptor\" temperament and Musk's own influence around the world have made Tesla The Chinese market has experienced a wave of \"explosive\" growth, and subsequent strategies such as price cuts are also constantly gaining new users.</p><p>However, the recent experiences in the Chinese market, whether it is the backlash of public opinion caused by the brake failure incident or people's high concern for data security, have given Tesla a strong reminder that \"one trick is fresh\" is not applicable globally. It is not applicable, especially in the world's largest auto market, which has its own rules.</p><p>According to statistics from the China Association of Automobile Manufacturers, in April 2021, Tesla (Shanghai) sold 25,845 vehicles. After excluding export data, Tesla's sales in China were 11,671 vehicles, down from 35,478 vehicles in March. 67.10%, this is also the month with the largest drop in domestic sales since Tesla's localized production.</p><p>Although it cannot be proved that the decline in sales is closely related to Tesla's previous negative impact, market rules and the shutdown of Tesla's factory have directly or indirectly affected Tesla's delivery volume in April, but it can be seen that, If Tesla has not yet given a solution, it will definitely be greatly affected in the market.</p><p>In 2018, Apple established \"Guizhou on the Cloud\", and all the data provided through the iCloud cloud service is stored locally in China. When the Chinese market undergoes tremendous changes, Musk, who is as proud as Musk, has to re-measure this relationship.</p><p>However, keeping data locally is not necessarily a bad thing. As far as autonomous driving functions are concerned, Tesla has been relying on the driving data obtained by the car itself to improve its autonomous driving technology. The larger the amount of data, the more likely it is to provide a good foundation for technology iteration.</p><p><img src=\"https://static.tigerbbs.com/7f04ded851fca333f07e862ae98cd5e9\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\">Musk's \"blindfolded running\" strategy won't work in the Chinese market | Visual China</p><p>Since the data of driving in China cannot be transmitted overseas, will Tesla establish an autonomous driving R&D team in China? The road conditions in China and the United States are quite different. The former is many times more complicated than the latter, and the training of autonomous driving is more challenging. Many Chinese autonomous driving companies are emphasizing that their biggest advantage is that they are more familiar with local roads, which is very competitive in the long run.</p><p>For Tesla, which has the best autonomous driving experience in mass-produced vehicles, if it wants to find a way to maintain the lead in technology and experience, it is very friendly for Chinese users to establish a local autonomous driving R&D team and cooperate with models for the Chinese market., the local data center has become a major advantage of Tesla. Why not?</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/G1V0icSVYGxrrfOvuqfkGg\">极客公园</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e0d9f23e003547a93295253f05b6a55","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/G1V0icSVYGxrrfOvuqfkGg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165068192","content_text":"文／赵子潇\n刹车失灵的风波还未结束，特斯拉已经开始有所动作。\n5 月 25 日，特斯拉官方在社交媒体上发布公告称，公司已经在中国建立数据中心，以实现数据存储本地化，并将陆续增加更多本地数据中心。所有在中国大陆市场销售车辆所产生的数据，都将存储在境内。\n此外，特斯拉将向车主开放车辆信息查询平台，官方称，此项工作正在紧锣密鼓地进行中，详情及进展将陆续向大家汇报。\n建立数据中心，开放车辆信息查询平台，证明了特斯拉这家企业在态度上的 180°大转弯，也侧面证明了特斯拉此前的模式，在中国或许已经无法顺畅走通，这家公司需要做出改变的时刻到来了。\n由刹车失灵引发的数据问题\n从特斯拉官方发布的内容中可以看出，建立数据中心的一个契机是《汽车数据安全管理若干规定（征求意见稿）》（以下简称《规定》）的起草。\n《规定》是 5 月 12 日由国家互联网信息办公室首次推出，在具体内容上对汽车数据安全给出了一个框架。目前来看，《规定》对于数据安全的界定比较清晰，其将数据分为个人信息和重要数据两方面，不仅仅针对汽车制造商，部件与软件提供者、经销商、维修机构、网约车企业和保险公司等均在《规定》提到的“运营者”这一行列。\n用简单的方式来总结，可以把数据大致分为车内信息与车外信息两部分，车外信息又包含视听数据和软件数据两种，具体如下：\n·车内信息：包括车主、驾驶人、乘车人、行人等的个人信息，以及能够推断个人身份、描述个人行为等的各种信息。\n·车外信息-视听数据：军事管理区、国防科工等涉及国家秘密的单位、县级以上党政机关等重要敏感区域的人流车流数据；道路上车辆类型、车辆流量等数据；包含人脸、声音、车牌等的车外音视频数据；国家网信部门和国务院有关部门明确的其他可能影响国家安全、公共利益的数据；\n·车外信息-软件数据：高于国家公开发布地图精度的测绘数据；汽车充电网的运行数据。\n对于车内的个人信息和车外收集的数据，《规定》也标定出了用户的主动权 | 国家互联网信息办公室\n严格意义上来说，特斯拉“维权门”核心争论的焦点也在于数据，但并不属于《规定》里提到的任何一种类型。前者是由交通事故引发的行车数据，包括车速、制动和驾驶行为等，后者则更关注车内外是否利用相关传感器擅自收集处理数据。\n而在人们对数据隐私越来越关注的时候，汽车作为一个大号的智能产品，车内外收集的数据确实比行车数据更难界定。在关于《规定》的研讨会上，专家就指出《规定》是国内汽车数据领域的首次立法尝试，具有很强的示范效应。\n在数据难以界定的情况下，特斯拉作为目前中国唯一一家全资的外国车企，智能化引发担忧的时刻和特斯拉的特殊地位，一定程度上加大了人们对特斯拉的不信任感。所以我们能看到，尽管马斯克在中国发展高层论坛上强调了特斯拉不会利用汽车从事间谍活动，近来许多政府机关部门也明令禁止特斯拉车辆驶入。\n网传的政府机关告示，数据隐私问题已经影响到了特斯拉车辆在某些区域的正常行驶 | 网络\n对于特斯拉来说，是时候做出相应改变了。\n特斯拉会在中国建立自动驾驶团队吗？\n在《规定》中，有六条均提到了企业向境外提供数据的相应安全责任，根据上文提到的数据类型，如果特斯拉想将数据传至美国，基本上被阻断了。因此，建立本地的数据中心，就成为了一种必然。\n从特斯拉自己的角度来看，也是一个极大的转变。众所周知，马斯克信奉第一性原理，在商业策略上也追求车企的本质——增长，无论是坚定以摄像头为主的自动驾驶路线，还是将产品品质的优先级放在车辆销售之后，一系列策略都辅助这家企业用最快的方式走上了全球市值第一车企的宝座。\n《规定》中多条都指向了向境外传输数据的严格管理|国家互联网信息办公室\n一家企业多少都会带上创始人独特的气质，所以在中国，特斯拉这家公司本身具备的“颠覆者”气质以及马斯克本人在全世界范围内建立的影响力，都使得特斯拉在中国市场得到了一波“爆发式”的增长，后续的降价等策略，也在不断收获新用户。\n但是近期在中国市场的种种遭遇，不管是刹车失灵事件带来的舆论反噬，或是人们对数据安全的高度关注，都给了特斯拉一个强提醒，“一招鲜”在全球范围内并不适用，尤其是全球第一大汽车市场，存在着自己的规则。\n据中国汽车工业协会统计数据显示，2021 年 4 月，特斯拉（上海）销量为 25845 辆，去掉出口数据后，特斯拉在中国的销量为 11671 辆，环比 3 月的 35478 辆，跌去 67.10％，这也是特斯拉自本土化生产以来在国内销量环降幅度最大的一个月。\n虽然暂不能证明销量下跌与特斯拉之前的负面影响有着紧密联系，市场规律和特斯拉工厂停产都直接或间接影响了特斯拉在 4 月的交付量，但可以看出的是，如果特斯拉还没有给出解决方法，在市场上必定受到很大影响。\n2018 年，苹果建立“云上贵州”，通过 iCloud 云服务提供的数据全部保存在中国本地。在中国市场发生巨大变化时，骄傲如马斯克，也不得不重新衡量这层关系。\n然而，将数据保留在本地也未必是件多坏的事情。就自动驾驶功能而言，特斯拉此前一直仰仗的是依靠汽车本身获取的行驶数据来完善其自动驾驶技术，数据量越大，就越有可能给技术迭代提供良好的基础。\n马斯克的“蒙眼狂奔”策略在中国市场行不通了|视觉中国\n既然在中国行驶的数据无法传至境外，特斯拉会在中国本地建立一支自动驾驶研发团队吗？中国与美国的路况有很大差异，前者比后者复杂许多倍，自动驾驶的训练上也更有挑战性。不少中国的自动驾驶公司都在强调，他们最大的一点优势就是对本土的道路更加熟悉，长期来看是个很强的竞争力。\n对于在量产车上自动驾驶体验最好的特斯拉，如果要想办法保持技术和体验上的领先，建立本地的自动驾驶研发团队，配合针对中国市场的车型，对中国用户来说很友好，本地的数据中心，反而成为了特斯拉的一大优势。何乐而不为呢？","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3093,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":25,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":4460034,"commentId":"4460034","gmtCreate":1622045218560,"gmtModify":1680791146814,"authorId":3574395209516109,"author":{"id":3574395209516109,"idStr":"3574395209516109","authorId":3574395209516109,"name":"AB_Iphone","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":132002540,"objectIdStr":"132002540","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Maybe","text":"Maybe","html":"Maybe","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}