上海市加快机器人应用，小米汽车预计下半年盈利 [Table_Industry] 汽车周报 [Table_ReportDate] 2025 年 8 月 23 日 2 行业研究 [Table_ReportType 行业周报 | ] [Table_StockAndRank] 汽车 | | | --- | --- | | 投资评级 | 看好 | | 上次评级 | 看好 | 赵启政 汽车行业分析师 执业编号：S1500525030004 邮箱：zhaoqizheng@cindasc.com [上海市加快机器人应用， Table_Title] 小米汽车预计下半 年盈利 [Table_ReportDate] 2025 年 8 月 23 日 投资要点： ➢ 风险因素：政策推出力度不及预期、海内外汽车销量不及预期等。 信达证券股份有限公司 CINDA SECURITIES CO.,LTD 北京市西城区宣武门西大街甲 127 号金隅大厦 B 座 邮编：100031 请阅读最后一页免责声明及信息披露 http://www.cindasc.com 2 证券研究报告 [Table_S ➢ 行业重点新闻。 ummary] （1）上海：加 ...

Core Viewpoint - Autonomous driving technology company WeRide has announced a multi-million dollar equity investment from Southeast Asian super app platform Grab, aimed at accelerating the large-scale deployment of L4 Robotaxis and other autonomous vehicles in Southeast Asia [1] Group 1: Investment Details - The investment is part of a strategic partnership between WeRide and Grab, expected to be completed by mid-2026, with the exact timing dependent on conditions set by WeRide [1] - The investment amount is described as "tens of millions of dollars" [1] Group 2: Strategic Collaboration - WeRide will integrate its self-developed autonomous driving technology into Grab's fleet management, vehicle matching, and route planning systems [1] - Both companies will collaborate on skills training to assist willing Grab drivers and local community members in transitioning to careers in the autonomous driving industry [1] Group 3: Market Vision and Challenges - WeRide's CEO, Han Xu, stated the vision for Southeast Asia is to gradually deploy thousands of Robotaxis in alignment with local regulations and societal acceptance [1] - Grab's co-founder and CEO, Anthony Tan, emphasized the goal of providing reliable transportation services to every Southeast Asian resident, while acknowledging labor shortages as a significant challenge [1]

Grab的投资将支持文远知行的国际增长战略。 Grab的车队管理、车辆匹配和路径规划系统中。此外，文远知行与Grab还将共同开展技能培训，帮 助有意愿的Grab司机及当地社区人员进行职业转型，让他们进入自动驾驶行业，实现高价值职业发 展路径。 值得一得的是，文远知行在今年5月还宣布Uber在原有的投资基础上将会向文远知行追加1亿美元的 股权投资。预计未来数月完成交割，这是截至彼时Uber在自动驾驶领域最大笔投资。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据 IPO早知道消息， 文远知行 WeRide（NASDAQ：WRD） 于 8月15日 宣布，东南亚地区的超 级应用平台 Grab（NASDAQ：GRAB）将对其进行数千万美元的股权投资。 本次 投资是双方战略合作的一部分，旨在加速在东南亚大规模部署 L4级Robotaxi及其他自动驾驶 车辆，展现了双方的共同愿景：将文远知行的自动驾驶车辆接入Grab的运营网络当中，提升服务质 量与安全水平。 该笔投资预计不晚于 2026年上半年完成交割，具体交割时间将根据文远知行选定的时间点和成交条 件确定。 Grab的投资 ...

Core Viewpoint - Autonomous driving technology company WeRide announced a multi-million dollar equity investment from Southeast Asia's super app platform Grab, aimed at accelerating the large-scale deployment of L4 level Robotaxis and other autonomous vehicles in the region [1] Group 1 - The investment is part of a strategic partnership between WeRide and Grab [1] - The investment is expected to be completed by the first half of 2026, with the exact timing dependent on conditions set by WeRide [1]