文远知行二季度Robotaxi收入同比增长836.7%，近期获多家知名投行一致看好

Core Viewpoint - The article highlights the strong performance of WeRide in the second quarter of 2025, driven by significant growth in its Robotaxi business and advancements in technology, positioning the company for further expansion in the global autonomous driving market [2][5][6]. Financial Performance - WeRide reported a revenue of 127 million RMB in Q2 2025, representing a year-on-year growth of 60.8% [5]. - The Robotaxi business generated 45.9 million RMB in revenue, showing an impressive year-on-year increase of 836.7% and accounting for 36.1% of total revenue, the highest quarterly share since 2021 [5]. - The gross profit for the quarter increased by 40.6%, indicating strong cost control and market expansion capabilities [5]. Strategic Expansion - WeRide's CEO emphasized that the strong performance marks a critical moment in the company's global journey, with the Robotaxi business proving the effectiveness of its dual expansion strategy in domestic and international markets [6]. - The company has recently achieved regulatory breakthroughs in the Middle East, including obtaining the first autonomous driving license in Saudi Arabia, making it the only tech company with autonomous driving licenses in six countries [9][11]. Technological Advancements - WeRide launched the HPC 3.0 high-performance computing platform, which utilizes NVIDIA's latest DRIVE Thor X chip, significantly reducing the cost of autonomous driving systems by 50% and the total lifecycle cost by 84% compared to previous generations [21][22]. - The HPC 3.0 platform has passed multiple automotive certifications and is designed for extreme environments, enhancing the company's ability to deploy Robotaxi services globally [22]. Market Outlook - Morgan Stanley predicts that the autonomous vehicle market will grow to $200 billion by 2030, indicating a potential explosive growth phase for companies like WeRide [7]. - The company is positioned to benefit from its commercial scale and technological advantages, which may lead to greater growth opportunities in the future [7].