Core Insights - Uber is planning to invest in the Hong Kong IPO projects of autonomous driving companies Pony.ai and WeRide, which will strengthen its ties with Chinese autonomous taxi firms [1] - Uber may inject approximately $100 million into Pony.ai's stock issuance, while also showing interest in WeRide's listing project [1] - Pony.ai aims to raise $972 million in its Hong Kong listing, while WeRide plans to raise $398 million [1][2] Group 1 - Uber has previously participated in the IPOs of both Pony.ai and WeRide in the U.S. and has invested an additional $100 million in WeRide earlier this year [1] - Other potential investors in these IPOs include Grab, Temasek, and Bosch [1] - Pony.ai's ADR stock price has increased by over 50% since its U.S. listing, while WeRide's stock price has decreased by 28% since its listing [2] Group 2 - Pony.ai plans to use the funds raised from its Hong Kong listing for the large-scale commercialization of its Level 4 autonomous driving technology in taxi and truck services, with a goal to achieve profitability by 2028 or 2029 [2] - WeRide intends to use its IPO proceeds for research and development of autonomous driving technology and to accelerate the commercialization of its Level 4 autonomous fleet [2] - Both companies have not yet achieved profitability [2]

拥有全球最大的L4自动驾驶车队之一，在11个国家超30个城市开展自动驾驶技术落地研发及应用，并 在7个国家拥有自动驾驶牌照，全球Robotaxi第一股文远知行-W（00800）奔赴港股市场。根据灼识咨询 的资料，2024年，以城市道路L4级及以上自动驾驶产生的收入计，文远知行占据21.8%的市场份额。 智通财经APP获悉，10月28日，文远知行发布招股公告，于10月28日-11月3日进行招股，每股最高发售 价为35港元，一手（100股）入场费3,535.3港元，相关股份将于11月6日在联交所上市买卖。 公司预期将向国际承销商授出超额配售权，按国际发售价额外发行及配发最多合共 13,237,500 股发售股 份（约占全球发售项下初步可供认购发售股份数目的 15.0%），如全额行使超额配售，则募资金额预计 将超4亿美元。 本次回港上市，文远知行再次收到全球领先的出行与配送技术平台优步Uber、东南亚领先的超级应用 Grab、全球最大Tier 1博世Bosch等不同产业上下游资方的投资支持，如Uber承诺将进一步投资一亿美 金。据业内人士透露，公司正积极推进上市前路演，且收到不少来自战略投资者和机构投资者较为明确 ...

今日早些时候，文远知行在港交所公告，于10月28日至11月3日招股，并将于11月6日在港交所上市。公 司拟全球发售88,250,000股，其中香港发售占5%，国际发售占95%，公司预期将向国际承销商授出超额 配售权，如全额行使超额配售，则募资金额预计将超4亿美元。文远知行在香港的IPO获得全球领先的 出行与配送技术平台优步Uber、东南亚领先的超级应用Grab、全球最大Tier 1博世Bosch作为投资人的再 度参与投资。财报显示，文远知行二季度营收1.27亿元，同比增长60.8%，Robotaxi业务二季度同比增长 836.7%。此外，文远知行是全球唯一旗下产品获得七国自动驾驶牌照的公司，拥有1500+自动驾驶车 队。 日前，全球Robotaxi第一股、全球通用自动驾驶第一股文远知行-W(Nasdaq：WRD，0800.HK)发布公告 称，公司创始人兼CEO韩旭博士已正式签署自愿锁定协议，承诺自即日起未来三年内不减持其持有的公 司股份，此举充分体现了创始人及管理层致力于推动公司长期稳健发展的决心，以及对公司未来价值释 放的坚定信心。 ...

Group 1 - Uber plans to invest approximately $100 million in Pony.ai's IPO in Hong Kong, deepening its collaboration with the autonomous driving companies [1] - Pony.ai aims to raise up to $972 million in its Hong Kong IPO, while WeRide plans to raise up to $398 million [1] - Other potential investors in the IPOs include Grab, Temasek, and Bosch [1] Group 2 - Uber previously participated in the US IPOs of both Pony.ai and WeRide, and invested an additional $100 million in WeRide earlier this year [2] - Grab has been actively investing in the autonomous driving sector, including a recent investment in May Mobility, with plans to introduce autonomous taxis in Southeast Asia [2] - Grab has also invested in WeRide, planning to deploy autonomous taxi fleets in Southeast Asia [2] Group 3 - Pony.ai plans to use the funds raised from its IPO to commercialize L4 autonomous driving technology in ride-hailing and trucking services, and to invest in R&D [3] - WeRide intends to use its IPO proceeds for the development of autonomous driving technology and to accelerate the commercial production of L4 autonomous vehicle fleets [3]

Group 1 - Uber plans to invest approximately $100 million in Pony.ai's IPO in Hong Kong, deepening its collaboration with the autonomous taxi companies in China [1] - Pony.ai aims to raise up to $972 million in its Hong Kong IPO, excluding any potential over-allotment [1] - Other potential investors in Pony.ai's IPO may include Grab, Temasek, and Bosch [1] Group 2 - Pony.ai intends to use the funds raised from the IPO to commercialize L4 autonomous driving technology in ride-hailing and trucking services, as well as for research and development [3] - WeRide plans to utilize its IPO proceeds to accelerate the commercialization of L4 autonomous vehicle fleets and expand its business over the next five years [3] Group 3 - Uber has previously invested in both Pony.ai and WeRide during their U.S. IPOs and has announced an additional $100 million investment in WeRide [2] - Grab has been actively investing in the autonomous driving sector, including a recent investment in May Mobility, with plans to introduce autonomous taxis in Southeast Asia [2]

Core Viewpoint - WeRide Inc. has announced a three-year lock-up commitment by its CEO, Dr. Tony Han, which reflects confidence in the company's long-term growth and aims to bolster shareholder trust [1][2]. Company Developments - Dr. Han's lock-up period will prevent him from selling or transferring shares, reinforcing his commitment to WeRide's vision and expansion [2]. - WeRide has launched its Hong Kong Initial Public Offering (HKIPO) with plans to issue 88,250,000 Offer Shares, anticipating a listing on the Hong Kong Stock Exchange on November 6, 2025 [2]. - The company will operate under a dual primary listing structure on NASDAQ and HKEX [2]. Strategic Partnerships - Notable strategic players such as Uber, Grab, and Bosch have shown interest in participating as anchor investors in WeRide's HKIPO, indicating strong capital backing and potential collaboration [3]. - WeRide has previously secured investments from top-tier industry partners, including Uber, NVIDIA, Bosch, and Renault-Nissan [3]. Market Position and Growth - WeRide is the only tech company with autonomous driving permits in seven countries and operates in over 30 cities across 11 countries [4]. - The company has a global fleet of over 1,500 autonomous vehicles (AVs) and more than 700 Robotaxis [4]. - In Q2 2025, WeRide reported a total revenue growth of 60.8% year-over-year to RMB127.2 million (US$17.8 million) [5]. - Robotaxi revenue surged 836.7% year-over-year to RMB45.9 million (US$6.4 million), marking the highest quarterly revenue since the company's inception [5]. - The Robotaxi business accounted for 36.1% of total revenue in Q2 2025, reflecting significant market traction [5]. - Gross profit increased by 40.6% year-over-year to RMB35.7 million (US$5.0 million), achieving an industry-leading margin of 28.1% [5].

在小马智行和文远知行角逐"港股Robotaxi第一股"名号之时，打车软件Uber正在"两头下注"。 10月28日，据媒体援引知情人士消息，Uber正计划参与自动驾驶公司小马智行和文远知行在香港的上市 融资。 知情人士透露，Uber可能向小马智行的香港IPO投资约1亿美元。小马智行去年已在美国上市，此次香 港上市计划融资高达9.72亿美元（此募资额未计入可能行使的超额配售权）。 小马智行的美国存托凭证自2024年11月上市以来已上涨超过50%，而文远知行的美国存托凭证自去年10 月上市以来则下跌28%。 本次投资计划显示Uber正通过资本和运营双重手段，加码中国robotaxi市场，为未来在全球市场部署机 器人出租车服务构建基础。 资金用途聚焦商业化 小马智行和文远知行均将商业化落地和技术研发资金作为使用重点，当前自动驾驶行业仍处于大规模投 入阶段，全面盈利尚需时日。 报道称，Uber也对文远知行的上市表示出兴趣，但未透露具体金额。其他潜在投资者包括东南亚出行与 配送巨头Grab、新加坡政府投资机构淡马锡以及德国零部件供应商博世集团。同样一年前在美国上市的 文远知行，已于周二启动其在香港的上市计划，募资高达3. ...

截至发稿，Uber、小马智行、文远知行均尚未就此置评。(作者/箫雨) 知情人士称，Uber还有意投资文远知行的香港上市交易，但未透露具体金额。其他潜在投资者可能包括 东南亚最大网约车和外卖公司Grab、新加坡国有投资机构淡马锡控股以及罗伯特·博世公司。文远知行 同样在一年前在美国上市，已于周二启动香港上市程序，计划募集资金最高达3.98亿美元。 知情人士表示，相关谈判仍在进行中，投资计划可能会有所变动。Uber此前已投资了小马智行、文远知 行在美国的首次公开招股(IPO)，博世也参与了对文远知行的投资。今年5月，Uber又宣布对文远知行追 加1亿美元投资。今年早些时候，Uber与小马智行合作进军中东市场，并在阿布扎比与文远知行展开合 作。 凤凰网科技讯 北京时间10月28日，据彭博社报道，知情人士称，Uber正计划投资小马智行、文远知行 的香港上市交易，此举将加深这家网约车巨头与中国自动驾驶出租车公司的联系。 据知情人士透露，Uber可能在小马智行的香港股票发行中投资约1亿美元。小马智行去年在美国上市， 目前正寻求通过香港上市筹集高达9.72亿美元资金，之后还可选择扩大发行规模。 ...

消息面上，文远知行今日起至下周一(11月3日)招股，发售8825万股，香港公开发售占5%，其余为国际 配售；每股招股价将不高于35港元，集资最多30.89亿港元。一手100股，入场费3535.3港元。该股预期 11月6日挂牌买卖。公司拟将所得款项净额中约40%用于开发自动驾驶技术栈，约40%用于加快L4级车 队的商业化量产及/或运营，约10%将用于建立必要的营销团队和分支机构，及约10%用作营运资金和一 般企业用途。(格隆汇) 文远知行(WRD.US)盘前涨超1%，报11.28美元。 ...

文远知行-W(00800.HK)发布公告，公司拟全球发售8825万股发售股份，中国香港发售股份441.25万股，国际发售股份8383.75万股(以上可予重新分配及视 乎超额配售权行使与否而定)；2025年10月28日至11月3日招股，预期定价日为11月4日；公开发售价将不会高于每股发售股份35.0港元，每手买卖单位为 100股，中金公司及摩根士丹利为联席保荐人；预期A类普通股将于2025年11月6日开始在联交所买卖。 综合 | 公司公告 招股书 编辑 | Arti 本文仅为信息交流之用，不构成任何交易建议 据招股书，文远知行是L4级自动驾驶领域的全球先行者。截至最后实际可行日期，公司部署的自动驾驶产品及解决方案覆盖中国、阿联酋、沙特阿拉 伯、瑞士、法国、新加坡、日本等十一个国家的30多个城市。 公司的自动驾驶出租车服务是全球首批同时在中国和中东地区实现规模化商业化运营的服务之一。根据灼识咨询的资料，2024年，以城市道路L4级及以 上自动驾驶产生的收入计，文远知行全球排名第二，占据21.8%的市场份额。 文远知行采取均衡的扩张策略，优先选择在国际及中国主要城市自动驾驶应用长期展现出巨大潜力的市场，同时专注于自 ...