2025年第一季度毛利率为35%，与2024年第四季度的毛利率相比相对稳定。 作为迄今为止同类合作中规模最大的合作之一，文远知行与优步携手，继阿布扎比和即将进军迪拜之 后，将商业化自动驾驶出租车服务拓展至另外15个城市。优步承诺在现有投资的基础上，再向文远知行 注资1亿美元。 截至2025年3月31日，公司拥有现金及现金等价物及定期存款44.285亿元、以公允价值计量且其变动计 入损益的金融资产17.477亿元以及受限现金1470万元。 周三美股盘起，文远知行(WRD.US)公布截至2025年3月31日的三个月的未经审计财务业绩。财报显 示，文远知行一季度营收7240万元(单位：人民币，下同)，同比增长1.8%；摊薄后每股亏损为0.46元， 上年同期亏损为3.95元。 文远知行一季度净亏损为3.851亿元(5310万美元)，而2024年同期为4.681亿元；每股ADS净亏损为1.38元 (0.18美元)，而2024年同期亏损为11.85元。 2025年第一季度，文远知行的车队规模已增至1200多辆，累计公共运营时间超过2000天。 自动驾驶出租车业务收入为1610万元，占公司2025年第一季度总收入的22.3 ...

Core Viewpoint - WeRide (文远知行) is accelerating its global commercialization of autonomous driving services, particularly through its partnership with Uber, which includes a significant investment and expansion into new international markets [5][6][8]. Financial Performance - In Q1 2025, WeRide reported a revenue of 72.44 million yuan, with a gross margin of 35.0%. The Robotaxi segment generated 16.10 million yuan, accounting for 22.3% of total revenue, reflecting a year-on-year increase of 10.4 percentage points [5][6]. Strategic Partnerships - WeRide has secured a major investment from Uber, committing an additional $100 million in equity investment, which underscores Uber's confidence in WeRide's technological capabilities and scalability [5][6]. - A strategic cooperation agreement was signed with Tencent Cloud to enhance Robotaxi commercialization and smart driving technology development [17]. Global Expansion - WeRide plans to expand its Robotaxi services to 15 new international cities over the next five years, marking one of the largest collaborations in the industry [8]. - The company has received the first national-level autonomous driving license in the UAE, allowing it to operate autonomous vehicles across the country [10]. Domestic Developments - WeRide has launched eight autonomous driving service routes in Guangzhou, establishing a 24-hour Robotaxi service network in a major Chinese city [12]. - The new generation Robotaxi "GXR" has been approved for commercial operation in Beijing, with plans to scale up operations significantly by 2025 [12]. Technological Advancements - WeRide has obtained multiple L4 autonomous driving licenses across several countries, including China, UAE, Singapore, France, and the USA, making it a leader in the autonomous driving sector [16]. - The company is also advancing its L2-level assisted driving solutions through partnerships with technology firms like BlackBerry [17]. Market Position - WeRide's CEO emphasized the company's vision of becoming a leader in the autonomous driving industry, with over 1,200 autonomous vehicles currently in operation [6].

Core Insights - WeRide reported a strong performance in Q1 2025 with total revenue of 72.44 million yuan, reflecting steady growth and a leading gross margin of 35.0% in the industry [1][5] - The company's Robotaxi revenue reached 16.10 million yuan, accounting for 22.3% of total revenue, marking a significant year-on-year increase of 10.4 percentage points [1][5] - WeRide has deepened its strategic partnership with Uber, resulting in a historic Robotaxi collaboration plan and an additional $100 million equity investment from Uber [1][5] Financial Performance - Total revenue for Q1 2025 was 72.44 million yuan, showing a steady increase [5] - The gross margin for the quarter was 35.0%, leading the industry [5] - Robotaxi revenue was 16.10 million yuan, contributing 22.3% to total revenue, with a year-on-year increase of 10.4 percentage points [5] - The company has a strong cash reserve of approximately 900 million yuan [5] - The board has authorized a share buyback of up to $100 million equivalent over the next 12 months, indicating confidence in future growth [5] Commercialization Progress - WeRide achieved significant breakthroughs in its Robotaxi business, partnering with Uber for the largest Robotaxi collaboration in history, planning to expand to 15 new cities over the next five years [4][5] - The company launched 8 Robotaxi operational routes in Guangzhou, connecting key landmarks and transportation hubs [7] - WeRide initiated the first pure unmanned Robotaxi testing in Abu Dhabi, establishing the first unmanned Robotaxi fleet in the Middle East [9] - Plans to launch Robotaxi services in Dubai have been announced, marking the second city in Europe for this collaboration [11] Strategic Collaborations - WeRide upgraded its strategic partnership with Tencent Cloud, integrating Robotaxi services with WeChat and Tencent Maps for enhanced operational efficiency [23] - The company partnered with BlackBerry to develop a highly secure L2-level assisted driving solution, integrating advanced technology for automotive safety [25] Leadership Insights - The CEO emphasized the company's vision of becoming a leader in the autonomous driving industry across Asia, the Middle East, and Europe, highlighting the commercial viability of large-scale Robotaxi deployment [27] - The CFO noted the strong momentum at the beginning of 2025, with Uber's investment reflecting confidence in WeRide's technological capabilities and growth potential [27]

WeRide Announces Plan to Expand Commercial Robotaxi Services to 15 Additional Cities Globally WeRide Announces Unaudited Financial Results for Q1 2025 NEW YORK, May 21, 2025 (GLOBE NEWSWIRE) -- WeRide Inc. ("WeRide" or the "Company") (Nasdaq: WRD), a global leader in autonomous driving technology, today announced its unaudited financial results for the three months ended March 31, 2025. Recent Highlights Continuous Robotaxi Expansion through Global Strategic Alliances EXHIBIT 99.1 Expanded global partnershi ...

Core Viewpoint - WeRide Inc. has authorized a share repurchase program to buy back up to US$100 million of its Class A ordinary shares over the next 12 months, reflecting confidence in its business fundamentals and long-term outlook [1][2]. Company Overview - WeRide is a global leader in the autonomous driving industry and the first publicly traded robotaxi company, with operations in over 30 cities across 10 countries [3]. - The company offers a versatile and adaptable autonomous driving platform, WeRide One, which addresses various transportation needs across mobility, logistics, and sanitation [3]. - WeRide was recognized in Fortune Magazine's 2024 "The Future 50" list, highlighting its innovative position in the industry [3]. Share Repurchase Program - The share repurchase program is intended to be executed in the open market at prevailing prices, through privately negotiated transactions, block trades, or other legally permissible means, depending on market conditions [2]. - The program will be funded from the company's existing cash balance, demonstrating a commitment to returning capital to shareholders while investing in growth [2].

Core Insights - WeRide Inc. reported its unaudited financial results for Q1 2025, highlighting a total revenue of RMB72.4 million (US$10.0 million), a 1.8% increase from the same period in 2024, despite global economic uncertainties [15][4][14] - The company expanded its robotaxi services through strategic partnerships, notably with Uber, which includes a US$100 million equity investment and the launch of services in 15 additional cities [3][4][14] - WeRide's gross profit margin remained stable at 35% in Q1 2025, with a significant increase in revenue contribution from the robotaxi business [4][18] Financial Performance - Total revenue for Q1 2025 was RMB72.4 million (US$10.0 million), compared to RMB71.2 million in Q1 2024 [15] - Revenue from the robotaxi business was RMB16.1 million (US$2.2 million), contributing 22.3% of total revenue, up from 11.9% in the same period of 2024 [4][15] - The company reported a net loss of RMB385.1 million (US$53.1 million), an improvement from a net loss of RMB468.1 million in Q1 2024 [21][37] Strategic Partnerships and Expansion - WeRide expanded its partnership with Uber to include 15 additional cities, enhancing its robotaxi services and aiming for scalable operations [3][4][14] - The company launched its robotaxi services in Dubai in collaboration with the Dubai Road and Transport Authority and Uber, marking a significant step in international expansion [4][3] - WeRide and Tencent Cloud entered into an expanded strategic cooperation agreement to support autonomous driving R&D and commercialization efforts [3] Regulatory Approvals and Technological Advancements - WeRide obtained multiple regulatory approvals for commercial deployments in both domestic and international markets, facilitating its expansion efforts [4] - The company received the first batch of driverless road-testing licenses for its robovan W5 in Guangzhou, China, marking a significant regulatory milestone [8] - WeRide launched fully driverless robotaxi testing in Abu Dhabi, the first of its kind in the Middle East, and introduced a 24-hour autonomous ride-hailing network in Guangzhou [11][4] Research and Development - R&D expenses increased to RMB325.7 million (US$44.9 million) in Q1 2025, reflecting a 17.3% increase from RMB277.6 million in Q1 2024, driven by personnel-related expenses and professional service fees [21] - The company is focused on enhancing its technological leadership and expanding its end-to-end mass-market ADAS solutions [14][21] Market Position and Future Outlook - WeRide is positioned as a global leader in autonomous mobility, with operations in over 30 cities across 10 countries [32] - The company aims to make autonomous driving accessible and affordable, with ongoing efforts to diversify revenue streams and expand its market presence [14][4]

Core Insights - WeRide has signed an expanded strategic cooperation agreement with Tencent Cloud to enhance its autonomous driving R&D, Robotaxi commercialization, and international market expansion [1][3][4] Group 1: Partnership Details - The partnership will focus on the commercial deployment of Level-4 autonomous Robotaxis, integrating WeRide's services into Tencent's platforms like Weixin/WeChat and Tencent Maps [3][4] - Both companies will collaborate to develop intelligent driving solutions tailored for international markets, leveraging Tencent Cloud's global infrastructure [4][5] - The collaboration aims to build cloud platforms and tools to enhance the development and deployment of autonomous driving technologies while ensuring compliance with local standards [5][6] Group 2: Previous Collaborations - An initial strategic cooperation agreement was signed in April 2024, focusing on developing a leading autonomous driving cloud platform and smart driving solutions [6] - The previous partnership enabled WeRide and Bosch to achieve mass production of a driver assistance solution in a record-setting 18 months [6] Group 3: Company Profiles - WeRide is recognized as a global leader in autonomous driving, operating in over 30 cities across 10 countries and holding permits in five markets: China, UAE, Singapore, France, and the US [11] - Tencent Cloud is a leading cloud service provider, committed to digital transformation across various industries, including automotive, leveraging technologies like AI and Big Data [12]

Core Insights - WeRide (文远知行) is a leading autonomous driving technology company, operating in 30 cities across 7 countries, and has been in operation for over 1,600 days [1][2] - The company reported a total revenue of 361 million RMB for the year ending December 31, 2024, a decrease of 10.13% year-on-year, and a net loss of 2.517 billion RMB, down 29.13% year-on-year [1] - WeRide is set to release its Q1 2025 financial report on May 21, 2023 [1] Company Overview - WeRide was established in 2017 and is registered in the Cayman Islands, with its operations managed through domestic subsidiaries [1] - The company has developed a product matrix that includes Robotaxi, Robobus, Robovan, Robosweeper, and Advanced Driving Solutions, covering various applications such as smart mobility, smart freight, and smart sanitation [2] - WeRide has formed strategic partnerships with top global manufacturers and suppliers, including Renault-Nissan-Mitsubishi Alliance, Yutong Group, GAC Group, and Bosch [2] Industry Recognition - In 2023, WeRide was ranked eighth on Fortune's list of companies changing the world, making it the only Chinese company in the top ten [2]

Group 1 - Tencent Cloud and WeRide have signed a strategic cooperation agreement to advance the commercial operation of L4 autonomous driving Robotaxi [1] - The partnership will explore the integration of WeRide's Robotaxi services into Tencent's WeChat and Tencent Maps applications [1] - Tencent will provide cloud and mapping data services to support WeRide in technology development and commercial operations for Robotaxi [1] Group 2 - The collaboration aims to develop intelligent driving solutions targeting overseas markets [1]

每经记者｜蔡鼎 每经编辑｜高涵 ①【三大期指齐跌】截至发稿，道指期货跌0.16%、标普500指数期货跌0.33%、纳指期货跌0.39%。 ②【美国主权评级调整后，多家大行评级遭调降】当地时间5月19日，国际评级机构穆迪宣布下调多家 美国主要银行的部分信用评级。此次行动紧随其日前对美国主权信用评级的调整。根据穆迪公告，摩根 大通银行、美国银行和富国银行的长期存款评级均由Aa1下调至Aa2。 ③【文远知行盘前涨超2.4%，近期在阿布扎比开启纯无人Robotaxi试运营】截至发稿，文远知行盘前涨 超2.4%。消息面上，文远知行近期宣布，在阿布扎比开启纯无人驾驶Robotaxi试运营，打造中东地区第 一支纯无人Robotaxi车队。同时，文远知行Robotaxi在阿布扎比的服务范围进一步扩大，新增玛丽亚岛 和瑞姆岛等阿布扎比出行高需求区域。 ④【美国司法部据称对Coinbase网络攻击事件展开调查】据路透，美国司法部已对加密货币交易所 Coinbase日前公布的严重网络攻击事件展开调查。报道指出，调查人员正在深入调查该事件的相关情 况。Coinbase早前表示，此次黑客攻击涉及犯罪分子贿赂印度员工和承包商以获取客户资 ...