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　　客車(chē)網(wǎng)2025年8月11日訊——

　　7月31日，文遠(yuǎn)知行發(fā)布2025年二季度財(cái)報(bào)。公司營(yíng)收1.27億元，同比增長(zhǎng)60.8%;Robotaxi業(yè)務(wù)營(yíng)收4590萬(wàn)元，同比增長(zhǎng)836.7%;毛利同比增長(zhǎng)40.6%，增速穩(wěn)步提升。

　　8月1日，文遠(yuǎn)知行創(chuàng)始人兼CEO韓旭就此接受全球頂尖財(cái)經(jīng)電視新聞媒體CNBC專(zhuān)訪，在采訪中就公司業(yè)務(wù)表現(xiàn)、全球擴(kuò)張戰(zhàn)略、未來(lái)發(fā)展規(guī)劃進(jìn)行了分享和討論。

　　以下是訪談全文實(shí)錄。

　　CNBC：

　　Tony Han, a Chairman CEO and Founder at WeRide, to talk through business and the earnings. Thank you very much Tony for joining us today.If we could start with the Q2 loss — you saw that narrow. I want to just get an update on your path to profitability. What is the outlook for the company?

　　Tony Han，文遠(yuǎn)知行(WeRide)的董事長(zhǎng)、CEO兼創(chuàng)始人，今天和我們一起探討公司的業(yè)務(wù)和財(cái)報(bào)。Tony，非常感謝您今天加入我們。我們能先從第二季度的虧損說(shuō)起嗎?我們看到虧損在收窄。我想請(qǐng)您介紹一下你們實(shí)現(xiàn)盈利的路徑，以及公司未來(lái)的展望是怎樣的?

　　Tony Han：

　　First of all, I think our path to profitability is quite clear. I want to share with you a little bit of numbers first. We reported 17.8 million revenue, year-over-year revenue growth of 60.8%. And we also have a profit growth of 40.6% in the second quarter of 2025. In terms of major revenue, our Robotaxi revenue has grown an astonishing 836.7% year-to-year. So these are all very surprising, good numbers. And also, we have relatively low expenses; our adjusted net loss for the second quarter of 2025 is relatively low.

　　首先，我認(rèn)為我們的盈利之路非常清晰。我想先跟大家分享一些數(shù)據(jù)。我們第二季度的營(yíng)收為1780萬(wàn)美元，同比增長(zhǎng)了60.8%。同時(shí)，我們實(shí)現(xiàn)了 40.6%的毛利增長(zhǎng)。在主要營(yíng)收來(lái)源方面，我們的Robotaxi營(yíng)收同比增長(zhǎng)了驚人的836.7%。這些都是非常喜人的好數(shù)字。此外，我們的開(kāi)支也相對(duì)較低，2025年第二季度的經(jīng)調(diào)整后虧損也相對(duì)較低。

　　And so for the past gross profit profitability, it's always like this. We focus on developing the best technology for autonomous driving and keep on doing international expansion. So far, WeRide is the only company in this world have autonomous driving products with a driver list permit in six countries. So we will keep our competitive edge. And we have big market potential. And I think in the next few years, we will achieve profitability.

　　至于我們實(shí)現(xiàn)盈利的路徑，一直以來(lái)都是如此：我們專(zhuān)注于開(kāi)發(fā)最好的自動(dòng)駕駛技術(shù)，并持續(xù)進(jìn)行國(guó)際擴(kuò)張。到目前為止，文遠(yuǎn)知行是世界上唯一一家旗下產(chǎn)品在六個(gè)國(guó)家擁有自動(dòng)駕駛許可的科技公司。我們將繼續(xù)保持我們的競(jìng)爭(zhēng)優(yōu)勢(shì)，因?yàn)槲覀儞碛芯薮蟮氖袌?chǎng)潛力。我相信在未來(lái)幾年內(nèi)，我們將實(shí)現(xiàn)盈利。

　　CNBC：

　　You mentioned autonomous driving permits across six countries. What new markets will you be tapping on and how do you go about choosing those markets?

　　您提到了在六個(gè)國(guó)家獲得的自動(dòng)駕駛許可。你們會(huì)開(kāi)拓哪些新市場(chǎng)?以及你們是如何選擇這些市場(chǎng)的?

　　Tony Han：

　　Very good question. We are aiming at growing the Middle East market and also teaming up with Uber. We plan to expand to 15 cities, including Europe, Southeast Asia and Japan. For picking out potential markets, we are here to fill the gap between the shortage of drivers and the increasing demand for the drivers. Therefore, any markets with aging problems or facing shortage of bus drivers or taxi drivers, and with a good, unique economy, are our potential markets.

　　這是一個(gè)很好的問(wèn)題。我們正在瞄準(zhǔn)不斷增長(zhǎng)的中東市場(chǎng)，并與Uber合作，計(jì)劃將業(yè)務(wù)擴(kuò)展到15個(gè)新增城市，包括歐洲、東南亞和日本。在選擇潛在市場(chǎng)時(shí)，我們希望彌補(bǔ)司機(jī)短缺和日益增長(zhǎng)的出行需求之間的差距。為了填補(bǔ)這個(gè)空白，任何存在人口老齡化問(wèn)題、公交車(chē)或出租車(chē)司機(jī)短缺問(wèn)題，并且擁有良好的經(jīng)濟(jì)模式的市場(chǎng)，都是我們的潛在市場(chǎng)。

　　CNBC：

　　Do you need the partnership with Uber in order to enter new markets?

　　你們是否需要與Uber合作以進(jìn)入新市場(chǎng)?

　　Tony Han：

　　That's a very good question. We actually team up with Uber to enter into new markets. It depends on which region you are trying to enter, right? For example, for Southeast Asia, we have some partners that are equally important to Uber, but Uber is definitely a global partner. We are very honored, and we are very glad, to team up with Uber for potentially Middle East and European markets. So I think it's a market driven approach.

　　這是一個(gè)很好的問(wèn)題。我們是否與Uber合作進(jìn)入新市場(chǎng)，取決于想要進(jìn)入哪個(gè)地區(qū)。例如，在東南亞，我們有一些同樣重要的合作伙伴。但Uber無(wú)疑是一個(gè)全球性的合作伙伴。我們很榮幸也十分高興能與Uber合作，共同開(kāi)拓潛在的中東和歐洲市場(chǎng)。所以我認(rèn)為這是一種市場(chǎng)驅(qū)動(dòng)的方法。

　　CNBC：

　　Which market is the most mature when it comes to L4 autonomy?

　　哪個(gè)市場(chǎng)在L4級(jí)自動(dòng)駕駛方面最成熟?

　　Tony Han：

　　Several of them are quite mature. It's actually related to regulatory policies. And it's actually dynamic. Whether it's mature depends on several factors — that is public acceptance, regulatory policy, and also the unit model. So these are complicated factors and also dynamic.

　　有幾個(gè)市場(chǎng)已經(jīng)相當(dāng)成熟了。其中最重要的實(shí)際上是和監(jiān)管政策相關(guān)的。而且市場(chǎng)是否成熟實(shí)際上是動(dòng)態(tài)變化的，取決于幾個(gè)因素：公眾接受度、監(jiān)管政策，以及單位經(jīng)濟(jì)模型。所以這些都是復(fù)雜且動(dòng)態(tài)的因素。

　　One market I want to point out — Middle East market is a very promising market, Japan market is great, and Southeast Asia including Singapore. I'm very glad to be selected as a member of the autonomous driving steering committee in Singapore. Singapore's a great market. Europe is also potentially a very huge market. China is a great market. I think they are all very promising.

　　我想特別指出一個(gè)市場(chǎng)，中東市場(chǎng)是一個(gè)非常有前景的市場(chǎng)，日本市場(chǎng)也很棒，還有包括新加坡在內(nèi)的東南亞。我很高興能被選為新加坡自動(dòng)駕駛指導(dǎo)委員會(huì)的一員，新加坡是一個(gè)很棒的市場(chǎng)。歐洲是一個(gè)潛在的巨大市場(chǎng)。中國(guó)是一個(gè)很棒的市場(chǎng)。我認(rèn)為它們都非常有前景。

　　CNBC：

　　When you mentioned China, there is this policy of anti-involution on the EV market, the impact from the EV price war. Does it impact WeRide at all?

　　您提到了中國(guó)，現(xiàn)在電動(dòng)汽車(chē)(EV)市場(chǎng)有“反內(nèi)卷”政策，還有電動(dòng)汽車(chē)價(jià)格戰(zhàn)的影響。這對(duì)文遠(yuǎn)知行有影響嗎?

　　Tony Han：

　　I think EV is related, but the key driver for AV is different from EV. AV addresses the shortage of bus drivers or taxi drivers or sweeper drivers. Therefore, AV is used to fill out the shortage of human labor. For EV, it is mainly to compete against combustion engines, in terms of cost and environment issues. So I think there are two two different categories.

　　我認(rèn)為電動(dòng)汽車(chē)(EV)和自動(dòng)駕駛(AV)是相關(guān)的，但自動(dòng)駕駛的核心驅(qū)動(dòng)力與電動(dòng)汽車(chē)不同。自動(dòng)駕駛之所以存在，是因?yàn)楣卉?chē)司機(jī)、出租車(chē)司機(jī)或清掃車(chē)司機(jī)等勞動(dòng)力的短缺。因此，自動(dòng)駕駛是用來(lái)彌補(bǔ)人力短缺的。而電動(dòng)汽車(chē)(EV)主要是在成本和環(huán)保方面與燃油車(chē)競(jìng)爭(zhēng)，它主要考慮的是成本和環(huán)境問(wèn)題。所以在這方面，我認(rèn)為它們是兩個(gè)不同的類(lèi)別。

　　And my personal view is AV is a bigger revolution, so I'm so excited with the coming age of autonomous driving. Actually, it's already there, right? So in the big scope of AGI, I think AV is part of the big, very grand, very exciting revolution. So we are working hard to push forward for AV. And recently we just released our newest developed HPC platform, based on NVIDIA's platform. This is the first auto-grade computing platform for large scale deployment with a computational power of 2,000 TOPS. I'm very excited about WeRide's breakthrough in this part.

　　我個(gè)人認(rèn)為自動(dòng)駕駛是一場(chǎng)更大的革命，我對(duì)自動(dòng)駕駛時(shí)代的到來(lái)感到非常興奮。實(shí)際上，它已經(jīng)來(lái)了，對(duì)吧?我認(rèn)為在通用人工智能(AGI)的宏大范疇中，自動(dòng)駕駛是這場(chǎng)宏大、激動(dòng)人心的革命的一部分。我們正在努力推動(dòng)自動(dòng)駕駛向前發(fā)展。最近我們剛剛發(fā)布了最新開(kāi)發(fā)的 HPC高性能計(jì)算平臺(tái)，它基于英偉達(dá)的Thor平臺(tái)，這是第一個(gè)可大規(guī)模部署的應(yīng)用于L4級(jí)車(chē)型的車(chē)規(guī)級(jí)計(jì)算平臺(tái)，算力達(dá)到2000 TOPS。我對(duì)文遠(yuǎn)知行在這方面的突破感到非常興奮。

　　So I think AV is a much much bigger leap forward. And the logic behind it is different from EV and there are only very few companies in this world that are capable of deploying AVs in their products. WeRide is definitely one of them.

　　所以我認(rèn)為，總的來(lái)說(shuō)，自動(dòng)駕駛是一個(gè)更大的飛躍，它背后的邏輯與電動(dòng)汽車(chē)不同。而且世界上只有極少數(shù)公司有能力將自動(dòng)駕駛技術(shù)部署到產(chǎn)品中，文遠(yuǎn)知行絕對(duì)是其中之一。

　　CNBC：

　　Now you're the world's first mass produced L4 autonomous vehicle that runs on the HPC 3.0 platform powered by NVIDIA's Drive AGX. We've heard NVIDIA being in the news. It was asked by Chinese officials about any backdoor security issues. I want to ask about the impact on chips and export controls from the United States. Is there any impact at WeRide?

　　現(xiàn)在你們推出了世界上第一款采用英偉達(dá)Drive AGX的HPC 3.0高性能計(jì)算平臺(tái)的量產(chǎn)L4級(jí)Robotaxi。我們聽(tīng)說(shuō)英偉達(dá)最近上新聞了，中國(guó)官員詢(xún)問(wèn)其關(guān)于后門(mén)安全的問(wèn)題。我想問(wèn)一下，美國(guó)的芯片出口管制對(duì)文遠(yuǎn)知行會(huì)有影響嗎?

　　Tony Han：

　　First of all, we have a very good relationship with NVIDIA. NVIDIA is WeRide's early investor. Back in 2017, they have already invested in us due to the advanced technology of WeRide. In terms of export control of the chips, we are doing AVs in different market and different regions. Number one, we need to really follow policy compliance. We want to make sure we respect the local laws. At the same time, we also respect data sovereignty a lot, so we want to make sure we keep to data privacy, respect data sovereignty, and for different markets, we have different policies to pick up chips.

　　首先，我們與英偉達(dá)有著非常好的關(guān)系，英偉達(dá)是文遠(yuǎn)知行的早期投資者。早在2017年，他們就因文遠(yuǎn)知行的先進(jìn)技術(shù)而投資了我們。關(guān)于芯片的出口管制，我們?cè)诓煌氖袌?chǎng)和地區(qū)開(kāi)展自動(dòng)駕駛業(yè)務(wù)。第一，我們必須嚴(yán)格遵守政策合規(guī)，確保我們尊重當(dāng)?shù)胤桑瑫r(shí)，我們也非常尊重?cái)?shù)據(jù)主權(quán)，所以我們確保數(shù)據(jù)的隱私性并遵守?cái)?shù)據(jù)安全規(guī)定。對(duì)于不同的市場(chǎng)，我們有不同的策略來(lái)選擇芯片。

　　So first of all, the number one rule — it has to be accepted by the local government and by the local society. With that in consideration, we're also considering whether that chipset fit our needs — that is efficiency and cost effectiveness. These are all factors considered. Besides, AV is a much bigger concept. AV uses computational chips, but at the same time uses LIDAR, camera, vehicles, which are a bunch of hardware factors we need to consider in a whole holistic view.

　　首先，最重要的原則是它必須被當(dāng)?shù)卣蜕鐣?huì)所接受。考慮到這一點(diǎn)，我們還會(huì)考慮該芯片是否符合我們的需求，也就是效率和成本效益。所有這些因素我們都會(huì)加以考慮。此外，自動(dòng)駕駛是一個(gè)更宏大的概念。自動(dòng)駕駛使用計(jì)算芯片，但同時(shí)也會(huì)使用激光雷達(dá)、攝像頭和車(chē)輛等一系列硬件，我們需要從一個(gè)全面的整體視角來(lái)考慮。所以芯片只是其中的一部分，但我們同時(shí)會(huì)考慮所有方面。

　　CNBC：

　　Tony, I'm seeing a report about the company filing for a confidential listing in Hong Kong. I'm not sure what you can say to that, whether you can confirm it or not, but I'd like to know, would WeRide be interested in a Hong Kong listing?

　　Tony, 我看到有報(bào)道稱(chēng)公司正在密交了港股上市申請(qǐng)。我不確定你是否能確認(rèn)這是否屬實(shí)，但我想知道，文遠(yuǎn)知行是否對(duì)在香港上市感興趣?

　　Tony Han：

　　There's nothing I can disclose at this moment. We'll let you know at the earliest possible time. But we still want to emphasize WeRide, as the first robotaxi and autonomous driving company listed on Nasdaq, will always work hard to generate the best results, best products, best service, and also seek all possible capital opportunities.

　　目前我無(wú)法透露任何信息。(如果有可公開(kāi)信息)我們會(huì)在第一時(shí)間通知大家。但我們?nèi)匀幌霃?qiáng)調(diào)，文遠(yuǎn)知行是第一家在納斯達(dá)克上市的 Robotaxi公司和通用自動(dòng)駕駛公司。我們始終致力于創(chuàng)造最好的成果、最好的產(chǎn)品、最好的服務(wù)，同時(shí)也持續(xù)尋求所有可能的資本機(jī)會(huì)。