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南华早报

随着中国市场竞争加剧,特斯拉签署协议将支付宝整合进其车辆Tesla signs deal to integrate Alipay into its cars as China competition heats up

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特斯拉已同意将中国金融科技巨头蚂蚁集团的支付宝数字支付软件整合到其在中国销售的车型中。此举体现了埃隆·马斯克旗下公司在中国市场激烈竞争背景下,为提供更符合当地用户需求的智能服务而做出的努力。

Tesla has agreed a deal to integrate Chinese fintech giant Ant Group’s Alipay digital payment software into its vehicles in China, as Elon Musk’s firm steps up efforts to offer localised smart features amid intense competition in the Chinese market. The agreement, signed on Tuesday, will see Tesla roll out an Alipay-powered smart parking service across its Chinese fleet, according to the fintech firm.

根据蚂蚁集团的说法,双方签署的协议将使特斯拉在其所有在中国销售的车型中推出基于支付宝的智能停车服务。不过,双方均未透露具体的上线时间或哪些车型会率先配备该功能,蚂蚁集团表示该功能将通过“即将发布的软件更新”来实现。

Neither side revealed a launch date or which car models would receive the feature, though Alipay said it would be rolled out via a “forthcoming software update”. The feature would allow drivers to pay parking fees directly from their in-car touchscreens, Alipay said, adding that additional features for “in-car lifestyle scenarios” were currently in development.

支付宝表示,该功能将允许驾驶员通过车载触摸屏直接支付停车费用,并补充称更多针对“车内生活场景”的功能正在开发中。

Ant Group is an affiliate of Alibaba Group Holding, which owns the South China Morning Post.

蚂蚁集团隶属于阿里巴巴集团控股公司,而阿里巴巴集团旗下还拥有《南华早报》等媒体。

The partnership marks Alipay’s latest push to deepen its foothold in the automotive sector.

此次合作标志着支付宝进一步深化其在汽车行业影响力的举措。该公司的智能助手于2024年推出,旨在将支付宝庞大的服务生态体系与驾驶场景相结合,让用户能够通过语音指令预订机票、点餐等。去年,该智能助手已作为集成应用程序应用于国内电动汽车制造商力帆汽车的车型(包括Mega、L系列和i系列),使驾驶员能够使用支付宝小程序和支付功能来订购咖啡或追踪包裹配送情况。

Launched in 2024, its smart assistant connects Alipay’s vast service ecosystem with driving scenarios, designed to enable users to book tickets, order meals and perform other tasks via voice commands. Last year, the assistant was launched as an integrated app on software systems for domestic electric vehicle maker Li Auto, covering its Mega, L-series and i-series models. The feature allowed drivers to access Alipay mini-programs and payment functions to order coffee or track parcel deliveries, among other features.

特斯拉和支付宝的代表周二宣布就车载数字支付功能达成协议。图片来源:微博Representatives from Tesla and Alipay announce a deal on in-car digital payment features on Tuesday. Photo: Weibo

据中国媒体报道,该智能助手目前已应用于包括比亚迪、小鹏汽车、蔚来汽车、吉利汽车和东风汽车在内的16家汽车制造商的66款车型中,覆盖车辆总数超过1000万辆。

The assistant has been deployed across a total of 66 models from 16 carmakers – including BYD, Xpeng, Nio, Geely and Dongfeng Motor – reaching more than 10 million vehicles, according to Chinese media reports.

对于特斯拉而言,这一合作正值中国电动汽车市场竞争激烈、利润率持续承压的背景下。今年9月,这家美国汽车制造商首次对在上海生产的车型提供了折扣,以应对国内需求的疲软态势。

For Tesla, the collaboration comes as an intense EV price war in China continues to squeeze profit margins. In September, the US carmaker offered discounts on its Shanghai-made vehicles for the first time since late 2024 to counter sluggish domestic demand.

中国乘用车市场信息联席会的数据显示,今年前七个月,特斯拉全球最大生产基地——上海超级工厂向中国大陆买家交付了266,204辆车,同比下降12.4%。

In the first seven months of this year, Tesla’s Shanghai Gigafactory – its largest production hub globally – delivered 266,204 vehicles to mainland Chinese buyers, down 12.4 per cent year on year, according to data from the China Passenger Car Association.

特斯拉在中国全面推出其全自动驾驶(FSD)驾驶辅助系统方面也面临监管审批延迟的问题。

Tesla has also faced delays in securing full regulatory approval to roll out its Full Self-Driving (FSD) driver-assistance system in China.

尽管今年5月已针对符合条件的测试车辆推出了“受监督”版本的FSD,但该公司仍在努力应对严格的数据本地化和驾驶员监控要求,以争取在全国范围内推广。

Although a “supervised” iteration of FSD was launched in May for eligible test vehicles, the company is still trying to navigate stringent data localisation and driver monitoring requirements to secure a nationwide roll-out.

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