WeRide Inc.(US:WRD) Jiang Nan Shi Bao·2025-08-01 05:51Core Insights - The financial report of WeRide, dubbed the "first global Robotaxi stock," for Q2 2025 shows significant growth, with revenue reaching 127 million yuan, a year-on-year increase of 60.8% [1] - The Robotaxi segment has seen remarkable performance, generating 45.9 million yuan in revenue, a staggering year-on-year increase of 836.7%, marking a record high for the company since its inception [1] Group 1: Company Performance - WeRide's Q2 revenue from Robotaxi accounted for 36.1% of total revenue, the highest proportion since 2021 [1] - The company has expanded its fleet in Abu Dhabi threefold since launching Robotaxi services in collaboration with Uber in December 2024 [1] - Each vehicle in operation can complete dozens of trips during a 12-hour shift, with each trip typically exceeding six kilometers, showcasing the operational efficiency [1] Group 2: Strategic Partnerships - The collaboration with Uber has significantly boosted WeRide's Robotaxi business, leveraging Uber's extensive user base and operational framework [2] - This partnership allows for a combination of WeRide's autonomous driving technology with Uber's platform resources, facilitating user experience and market education [2] Group 3: Industry Outlook - The Robotaxi market is poised for growth due to technological advancements, improved regulations, and increased user acceptance [3] - WeRide has established a first-mover advantage through its technological accumulation and global strategy, indicating substantial future growth potential [3] - The company has achieved over 2,200 days of safe operation for its Robotaxi, providing valuable experience for future market expansions [3]