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文远知行Q1收入7244万元、毛利率35%:Robotaxi业务持续突破,获Uber 1亿美元投资

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].