文远知行美股盘前涨超10%，二季度营收1.27亿元，同比增逾六成。 ...

Core Insights - WeRide reported Q2 2025 revenue of 127 million yuan, representing a year-over-year increase of 60.8% [1] - The Robotaxi business generated revenue of 45.9 million yuan, marking a staggering year-over-year growth of 836.7%, setting a new quarterly record since the company's inception [1] - The Robotaxi segment accounted for 36.1% of total revenue in Q2, achieving the highest quarterly proportion since 2021 [1]

二季度，公司营收1.27亿元，同比增长60.8%，展现出强劲增长速度；Robotaxi业务二季度营收4,590万 元，同比大幅增长836.7%，创公司成立以来单季度新纪录；Robotaxi业务占二季度营收比例大幅提升至 36.1%，创2021年以来单季度历史新高；毛利同比增长40.6%，增速稳步提升；阿布扎比Robotaxi车队规 模自2024年以来增长到3倍，规模化效应显著提升；Robotaxi安全运营超2,200天，树立行业安全新标 杆。 7月31日，全球领先的自动驾驶科技公司文远知行WeRide(Nasdaq：WRD)发布2025年二季度财报。 ...

| WRD 文远知行 | | | | --- | --- | --- | | 9.350 + -0.600 -6.03% | | 收盘价 07/30 16:00 美东 | | 9.970 + 0.620 +6.63% | | 盘前价 07/31 04:12 美东 | | 盤 24 24 4 5 8 9 日 0 10 10 12 1 | | ● 快捷交易 | | 最高价 9.810 | 开盘价 9.790 | | | 最低价 9.150 | 昨收价 9.950 --- | 成交额 7333.24万 | | 平均价 9.449 | 市盈率TM | 总市值 26.6亿 (...) | | 振 幅 6.63% | 市盈率(静) | 总股本 2.85亿 | | 换手率 4.56% | 市净率 2.841 | 流通值 15.92亿 | | 52周最高 44.000 | 委 比 -- | 流通股 1.7亿 | | 52周景低 6.030 | 量 比 0.63 | 色 手 1股 | | 历史最高 44.000 | 股息TTM -- | | | 历史最低 6.030 | 股息率TTM -- | | | ﺗﺢ | | | 文远知 ...

Core Insights - WeRide Inc. reported a significant growth in total revenue, which increased by 60.8% year-over-year to RMB127.2 million (US$17.8 million) for the second quarter of 2025, compared to RMB79.1 million in the same period of 2024 [7] - The company achieved its highest-ever quarterly robotaxi revenue, which surged by 836.7% year-over-year to RMB45.9 million (US$6.4 million), accounting for 36.1% of total revenue in 2Q2025 [3][11] - WeRide launched its High-Performance Computing (HPC) 3.0 platform, powered by NVIDIA DRIVE AGX Thor chips, which reduces autonomous driving suite costs by 50% and is fully automotive-grade [3][6] Financial Performance - Total revenue for 2Q2025 was RMB127.2 million (US$17.8 million), a 60.8% increase from RMB79.1 million in 2Q2024 [7] - Gross profit rose by 40.6% year-over-year to RMB35.7 million (US$5.0 million), with a gross margin of 28.1% [3][9] - The net loss for the quarter was RMB406.4 million (US$56.7 million), slightly improved from a net loss of RMB413.6 million in the same period of 2024 [12][16] Business Developments - WeRide expanded its robotaxi operations, launching Saudi Arabia's first-ever robotaxi pilot in Riyadh and becoming the only technology company with autonomous driving permits in six countries [3][5] - The WeRide-Uber robotaxi fleet in Abu Dhabi has tripled in size since its launch in December 2024, now covering about 50% of the city's core area [3][4] - The company showcased its new generation robotaxi model, CER, during the World Artificial Intelligence Conference in Shanghai, featuring advanced safety systems and a spacious interior [3][5] Strategic Partnerships - WeRide partnered with Chery Group to develop the new generation robotaxi model, CER, which is built on WeRide's universal autonomous driving platform [3][5] - The company aims to grow its robotaxi fleet in Abu Dhabi to hundreds of vehicles, with plans to extend services to additional areas later this year [5][6] - WeRide's collaboration with Uber continues to expand, with plans for commercial robotaxi services in Saudi Arabia by the end of 2025 [5][6]

Core Insights - The collaboration between WeRide and Uber has officially launched Robotaxi services in Abu Dhabi, expanding coverage to nearly half of the city's core areas [1][3] - WeRide's Robotaxi fleet has tripled since the partnership began in December 2024, with plans to further expand to hundreds of vehicles and additional areas within Abu Dhabi [3][5] - The introduction of the new GXR model, designed for large-scale commercial deployment, is expected to significantly increase order volume and enhance user experience [3][7] Summary by Sections Company Developments - WeRide has commenced pure unmanned testing of Robotaxi services in Abu Dhabi, with plans to open to the public in the coming months [1] - The fleet size has increased threefold since the start of the partnership with Uber, with ongoing plans to expand to Khalifa City, Masdar City, and more areas [3] Service Expansion - The Robotaxi service now covers Al Reem Island, Al Maryah Island, Yas Island, Saadiyat Island, and routes to Zayed International Airport, potentially doubling order volume [1][3] - The GXR model can accommodate up to five passengers and is expected to complete numerous orders during a 12-hour operational shift, with average trip lengths exceeding 6 kilometers [3] Market Impact - The partnership is positioned to make Abu Dhabi a benchmark city for large-scale autonomous driving operations globally [7] - The collaboration sets a precedent for smart mobility in the Middle East, enhancing user engagement with autonomous driving technology [7]

（文章来源：深圳商报） 凭借该牌照，文远知行获准在沙特开展自动驾驶运营，并可在沙特全国范围内部署Robotaxi服务。首 期，文远知行携手Uber及当地合作伙伴AiDriver在利雅得开展试点运营。 该试点项目已于本月初启动，覆盖哈立德国王国际机场及利雅得多处核心区域，包括主要的高速公路和 市中心指定区域。利雅得全面的Robotaxi商业运营服务预计将在2025年底由Uber和文远知行合作提供。 文远知行是首个旗下Robotaxi通过沙特交通总局（TGA）自动驾驶试点监管沙盒的自动驾驶科技公司。 获取Robotaxi自动驾驶牌照需要经过多个政府机构的严格审核，包含测试、评估和技术验证多个环节， 以确保Robotaxi的安全性和性能达到最高标准。 【深圳商报讯】（首席记者袁静娴）7月28日，全球领先的自动驾驶科技公司文远知行WeRide宣布旗下 Robotaxi获得沙特阿拉伯首张自动驾驶牌照。由此，文远知行成为全球唯一一家旗下产品拥有六国自动 驾驶牌照的科技公司，涵盖沙特、中国、阿联酋、新加坡、法国和美国。 ...

北京商报讯（记者 魏蔚）7月29日，文远知行与优步Uber宣布，已与阿布扎比综合交通中心（Integrated Transport Centre，ITC）合作，在阿布扎比的阿尔雷姆岛（Al Reem）和阿尔马里亚岛（Al Maryah）正 式开展Robotaxi（自动驾驶出租车）服务。按照两家公司的计划，将继续扩大车队规模至数百辆 Robotaxi，并于今年（2025年）内拓展服务至哈利法城（Khalifa City）、马斯达尔城（Masdar City）及 阿布扎比更多区域。 ...

Core Insights - The article highlights the significant expansion of autonomous taxi services in Shanghai, with companies like Pony.ai, WeRide, and Baidu Apollo Go receiving operational licenses for key urban areas [1][2] - Since going public in the US, Pony.ai's stock has risen by 16%, while WeRide's market value has decreased by approximately one-third, indicating a divergence in investor sentiment [1][4] - The competition in the autonomous taxi sector is intensifying, with both companies racing to commercialize their core businesses before depleting their funds [1][5] Expansion of Services - The recent expansion allows autonomous taxi services to operate in the core areas of Huamu and Jinqiao, significantly increasing the service radius to within 3 kilometers of the Lujiazui financial district [2] - This move enhances the operational footprint of Pony.ai, WeRide, and Baidu Apollo Go across major cities like Beijing, Shanghai, Guangzhou, and Shenzhen [2] Business Development Strategies - Both Pony.ai and WeRide are actively disclosing business progress to maintain investor confidence, with WeRide releasing 27 announcements this year and Pony.ai 17 [4] - Despite their similar business models, the stock performance of the two companies has diverged significantly since their respective IPOs [4][5] Financial Performance - In Q1, Pony.ai reported revenues of $14 million, a 12% increase from the previous year, while WeRide's revenue was approximately $1.01 million, growing only 1.6% [5] - The revenue from autonomous taxi services for Pony.ai surged from $576,000 to $1.73 million, marking a twofold increase, while WeRide's taxi service revenue reached approximately $225,000, also doubling but from a lower base [5] Fleet Size and Market Position - As of March, WeRide operated 1,200 vehicles, while Pony.ai expects to have 1,000 vehicles by year-end, indicating a competitive fleet size [6] - Uber has adopted a dual investment strategy, investing $100 million in WeRide while also exploring potential acquisition of Pony.ai's US subsidiary, reflecting its interest in the Chinese market [6] Financial Health - Both companies are currently operating at a loss, with Pony.ai reporting a net loss of $37.4 million in Q1 but holding $739 million in cash and liquid investments, sufficient for 20 years of operation at the current loss rate [7] - WeRide reported a quarterly loss of approximately $5.5 million, with cash reserves of about $6.5 billion, enough to cover over 11 years of losses [7]

2025年7月29日，全球领先的自动驾驶科技公司文远知行WeRide(NASDAQ: WRD)与全球领先的出行与 配送技术平台优步Uber(NYSE: UBER)宣布，与阿布扎比综合交通中心(Integrated Transport Centre，ITC) 合作，在阿布扎比的阿尔雷姆岛(Al Reem)和阿尔马里亚岛(Al Maryah)正式开展Robotaxi服务。 此次文远知行Robotaxi服务范围的扩展预计将使订单量翻倍，服务区域已覆盖阿布扎比近一半核心区 域，包括阿尔雷姆岛、阿尔马里亚岛、亚斯岛(Yas)、萨迪亚特岛(Saadiyat)，以及往返扎耶德国际机场 (Zayed International Airport)的高速公路路线。 自2024年12月与Uber合作在阿布扎比推出Robotaxi服务以来，文远知行在当地的Robotaxi车队规模已增 长到三倍。两家公司计划继续扩大车队规模至数百辆Robotaxi，并于今年内拓展服务至哈利法城 (Khalifa City)、马斯达尔城(Masdar City)及阿布扎比更多区域。 当前，文远知行与Uber共同运营着中东地区最大的Robotaxi车队， ...