TSLA FSD — 유럽 TCMV 승인 투표 10월 8~9일 예정

원문 (The Tesla Newswire · 2026.07.21)

"The TDMV info on FSD (Supervised) approval in Europe may take place on October 8/9.

'At an upcoming TCMV (Technical Committee - Motor Vehicles) meeting, expected to take place on October 8/9, 2026, member states will vote on the FSD (Supervised) approval.'

If the vote is positive (qualified majority), the European Commission will adopt an implementing act authorizing the Dutch approval authority to grant a type approval valid throughout the entire European Union."

원문 (Nic Cruz Patane · 2026 Summer Release 네비게이션 추가)

"Tesla is adding new Navigation features in the 2026 Summer Release.

- Preferred Routes: Navigation will now prioritize routes you've taken before.

- Automatic Navigation: The car now adapts to your routine. It will now suggest and route to places you visit regularly (like a school drop-off on the way to work, or the gym on the way home)."

투자시사점

EU 전역 FSD 상용화의 결정적 게이트. qualified majority 통과 조건 및 네덜란드 인가청의 type approval 발부 절차가 프리미엄 마진 활성화의 진짜 관문. 벨기에·네덜란드·독일 이전 승인 로드맵이 이 투표에서 통합.