文远知行-W涨超5% 公司全球Robotaxi车队正式迈入“千辆时代”

Core Viewpoint - The company, WeRide (文远知行-W), has seen its stock price increase by over 5%, currently trading at 24.7 HKD, with a trading volume of 11.85 million HKD. The company is set to officially enter the "thousand-vehicle era" for its global Robotaxi fleet by January 12, 2026, marking a significant milestone in its operations [1]. Group 1 - WeRide's Robotaxi service has successfully launched in over 10 major cities globally, including Guangzhou, Beijing, and Abu Dhabi, where it has achieved commercial operations with fully autonomous vehicles [1]. - The Abu Dhabi fleet is approaching a break-even point on a per-vehicle basis, indicating a positive trend towards profitability [1]. - Dongwu Securities has highlighted that the Robotaxi sector is accelerating towards a commercialization inflection point, with a clear path to profitability for the company [1]. Group 2 - As a leader in Robotaxi technology, WeRide is expected to benefit significantly from the gradual relaxation of regulations, continuous advancements in autonomous driving technology, and cost reductions across the supply chain [1]. - The company is poised for rapid scaling and potential turnaround to profitability once its unit economics turn positive [1].