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　　客車網(wǎng)2025年8月11日訊——

　　7月31日，文遠(yuǎn)知行發(fā)布2025年二季度財報。公司營收1.27億元，同比增長60.8%;Robotaxi業(yè)務(wù)營收4590萬元，同比增長836.7%;毛利同比增長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經(jīng)電視新聞媒體CNBC專訪，在采訪中就公司業(yè)務(wù)表現(xiàn)、全球擴張戰(zhàn)略、未來發(fā)展規(guī)劃進(jìn)行了分享和討論。

　　以下是訪談全文實錄。

　　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、CEO兼創(chuàng)始人，今天和我們一起探討公司的業(yè)務(wù)和財報。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起嗎?我們看到虧損在收窄。我想請您介紹一下你們實現(xiàn)盈利的路徑，以及公司未來的展望是怎樣的?

　　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)。我們第二季度的營收為1780萬美元，同比增長了60.8%。同時，我們實現(xiàn)了 40.6%的毛利增長。在主要營收來源方面，我們的Robotaxi營收同比增長了驚人的836.7%。這些都是非常喜人的好數(shù)字。此外，我們的開支也相對較低，2025年第二季度的經(jīng)調(diào)整后虧損也相對較低。

　　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.

　　至于我們實現(xiàn)盈利的路徑，一直以來都是如此：我們專注于開發(fā)最好的自動駕駛技術(shù)，并持續(xù)進(jìn)行國際擴張。到目前為止，文遠(yuǎn)知行是世界上唯一一家旗下產(chǎn)品在六個國家擁有自動駕駛許可的科技公司。我們將繼續(xù)保持我們的競爭優(yōu)勢，因為我們擁有巨大的市場潛力。我相信在未來幾年內(nèi)，我們將實現(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?

　　您提到了在六個國家獲得的自動駕駛許可。你們會開拓哪些新市場?以及你們是如何選擇這些市場的?

　　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.

　　這是一個很好的問題。我們正在瞄準(zhǔn)不斷增長的中東市場，并與Uber合作，計劃將業(yè)務(wù)擴展到15個新增城市，包括歐洲、東南亞和日本。在選擇潛在市場時，我們希望彌補司機短缺和日益增長的出行需求之間的差距。為了填補這個空白，任何存在人口老齡化問題、公交車或出租車司機短缺問題，并且擁有良好的經(jīng)濟模式的市場，都是我們的潛在市場。

　　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?

　　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.

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

　　CNBC：

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

　　哪個市場在L4級自動駕駛方面最成熟?

　　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.

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

　　我想特別指出一個市場，中東市場是一個非常有前景的市場，日本市場也很棒，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駕駛指導(dǎo)委員會的一員，新加坡是一個很棒的市場。歐洲是一個潛在的巨大市場。中國是一個很棒的市場。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，現(xiàn)在電動汽車(EV)市場有“反內(nèi)卷”政策，還有電動汽車價格戰(zhàn)的影響。這對文遠(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)為電動汽車(EV)和自動駕駛(AV)是相關(guān)的，但自動駕駛的核心驅(qū)動力與電動汽車不同。自動駕駛之所以存在，是因為公交車司機、出租車司機或清掃車司機等勞動力的短缺。因此，自動駕駛是用來彌補人力短缺的。而電動汽車(EV)主要是在成本和環(huán)保方面與燃油車競爭，它主要考慮的是成本和環(huán)境問題。所以在這方面，我認(rèn)為它們是兩個不同的類別。

　　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.

　　我個人認(rèn)為自動駕駛是一場更大的革命，我對自動駕駛時代的到來感到非常興奮。實際上，它已經(jīng)來了，對吧?我認(rèn)為在通用人工智能(AGI)的宏大范疇中，自動駕駛是這場宏大、激動人心的革命的一部分。我們正在努力推動自動駕駛向前發(fā)展。最近我們剛剛發(fā)布了最新開發(fā)的 HPC高性能計算平臺，它基于英偉達(dá)的Thor平臺，這是第一個可大規(guī)模部署的應(yīng)用于L4級車型的車規(guī)級計算平臺，算力達(dá)到2000 TOPS。我對文遠(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，總的來說，自動駕駛是一個更大的飛躍，它背后的邏輯與電動汽車不同。而且世界上只有極少數(shù)公司有能力將自動駕駛技術(shù)部署到產(chǎn)品中，文遠(yuǎn)知行絕對是其中之一。

　　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高性能計算平臺的量產(chǎn)L4級Robotaxi。我們聽說英偉達(dá)最近上新聞了，中國官員詢問其關(guān)于后門安全的問題。我想問一下，美國的芯片出口管制對文遠(yuǎn)知行會有影響嗎?

　　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，我們在不同的市場和地區(qū)開展自動駕駛業(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，我們也非常尊重數(shù)據(jù)主權(quán)，所以我們確保數(shù)據(jù)的隱私性并遵守數(shù)據(jù)安全規(guī)定。對于不同的市場，我們有不同的策略來選擇芯片。

　　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邮堋？紤]到這一點，我們還會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加以考慮。此外，自動駕駛是一個更宏大的概念。自動駕駛使用計算芯片，但同時也會使用激光雷達(dá)、攝像頭和車輛等一系列硬件，我們需要從一個全面的整體視角來考慮。所以芯片只是其中的一部分，但我們同時會考慮所有方面。

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

　　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.

　　目前我無法透露任何信息。(如果有可公開信息)我們會在第一時間通知大家。但我們?nèi)匀幌霃娬{(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)，同時也持續(xù)尋求所有可能的資本機會。