【导(dǎo)语(yǔ)】2025年(nián)8月11日，文远知行发布了其2025年二季度财报，营收及Robotaxi业务均实现大幅增长。随后，公司创始人兼CEO韩旭接受了全球顶尖财经电视新闻媒体CNBC的专访，就公司业务表现、全球扩张战略及未来发展规划进行了深入分享。韩旭表示，文远知行盈利路径清晰，将持续专注自动驾驶技术开发与国际市场扩张，并探讨了与Uber的合作、潜在市场选择、L4级自动驾驶市场成熟度及芯片出口管制等问题。此外，对于公司是否在香港上市的传闻，韩旭表示目前无法透露更多信息，但强调文远知行将不断努力创造最佳成果、产品和服务，并积极寻求资本机会。

　　驾趣智库2025年8月11日讯——

　　7月31日，文远知行发布2025年二季度财报。公司营收1.27亿元，同比增长60.8%;Robotaxi业(yè)务(wu)营(yíng)收(shōu)4590万元，同比增长836.7%;毛利同比增长40.6%，增速稳步提升。

　　8月1日，文远知行创始人兼CEO韩旭就此接受全球顶尖财经电视新闻媒体CNBC专访，在采访中就公司业务表现、全球扩张战略、未来发展规划进行了分享和讨论。

　　以下是访谈全文实录。

　　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，文远知行(WeRide)的董事长、CEO兼创始人，今天和我们一起探讨公司的业务和财报。Tony，非常感谢您今天加入我们。我们能先从第二季度的亏损说起吗?我们看到亏损在收窄。我想请您介绍一下你们实现盈利的路径，以及公司未来的展望是怎样的?

　　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，我认为我们的盈利之路非常清晰。我想先跟大家分享一些数据。我们(men)第(dì)二(èr)季(jì)度(dù)的营收为1780万美元，同比增长了60.8%。同时，我们实现了 40.6%的毛利增长。在主要营收来源方面，我们的Robotaxi营收同比增长了惊人的836.7%。这些都是非常喜人的好数字。此外，我们的开支也相对较低，2025年第二季度的经调整后亏损也相对较低。

　　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.

　　至于我们实现盈利的路径，一直以来都是如此：我们专注于开发最好的自动驾驶技术，并持续进行国际扩张。到目前为止，文远知行是世界上唯一一家旗下产品在六个国家拥有自动驾驶许可的科技公司。我们将继续(xù)保(bǎo)持(chí)我们的竞争优势，因为我们拥有巨大的市场潜力。我相信在未来几年内，我们将实现盈利。

　　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?

　　您提到了在六个国家获得的自动驾驶许可。你们会开拓哪些新市场?以及你们是如何选择这些市场的?

　　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.

　　这是一个很好的问题。我们正在瞄准不断增长的中东市场，并与Uber合作，计划将业务扩展到15个新增城市，包括欧洲、东南亚和日本。在选择潜在市场时，我们希望弥补司机短缺和日益增长的出行需求之间的差距。为了填补这个空白，任何存在人口老龄化问题、公交车或出租车司机短缺问题，并且拥有良好的经济模式的市场，都是我们的潜在市场。

　　CNBC：

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

　　你们是否需要与Uber合作以进入新市场?

　　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.

　　这是一个很好的问题。我们是否与Uber合作进入新市场，取决于想要进入哪个地区。例如，在东南亚，我们有一些同样重要的合作伙伴。但Uber无疑是一个全球性的合作伙伴。我们很荣幸也十分高兴能与Uber合作，共同开拓潜在的中东和欧洲市场。所以我认为这是一种市场驱动的方法。

　　CNBC：

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

　　哪个市场在L4级自动驾驶方面最成熟?

　　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.

　　有几个市场已经相当成熟了。其中最重要的实际上是和监管政策相关的。而且市场是否成熟实际上是动态变化的，取决于几个因素：公众接受度、监管政策，以及单位经济模型。所以这些都是复杂且动态的因素。

　　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.

　　我想特别指出一个市场，中东市场是一个非常有前景的市场，日本市场也很棒，还有包括新加坡在内的东南亚。我很高兴能被选为新加坡自动驾驶指导委员会的一员，新加坡是一个很棒的市场。欧洲是一个潜在的巨大市场。中国是一个很棒的市场。我认为它们都非常有前景。

　　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?

　　您提到了中国，现在电动汽车(EV)市场有“反内卷”政策，还有电动(dòng)汽车价格战的影响。这对文远知行有影响吗?

　　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.

　　我认为电动汽车(EV)和自动驾驶(AV)是相关的，但自动驾驶的核心驱动力与电动汽车不同。自动驾驶之所以存在，是因为公交车司机、出租车司机或清扫车司机等劳动力的短缺。因此，自动驾驶是用来弥补人力短缺的。而电动汽车(EV)主要是在成本和环保方面与燃油车竞争，它主要考虑的是成本和环境问题。所以在这方面，我认为它们是两个不同的类别。

　　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.

　　我个人认为自动驾驶是一场更大的革命，我对自动驾驶时代的到来感到非常兴奋。实际上，它已经来了，对吧?我认为在通用人工智能(AGI)的宏大范畴中，自动驾驶是这场宏大、激动人心的革命的一部分。我们正在努力推动自动驾驶向(xiàng)前(qián)发(fā)展(zhǎn)。最(zuì)近(jìn)我(wǒ)们(men)刚(gāng)刚(gāng)发(fā)布(bù)了(le)最(zuì)新(xīn)开(kāi)发(fā)的(de) HPC高(gāo)性(xìng)能(néng)计(jì)算(suàn)平(píng)台(tái)，它(tā)基(jī)于(yú)英(yīng)伟(wěi)达(dá)的Thor平台，这是第一个可大规模部署的应用于L4级车型的车规级计算平台，算力达到2000 TOPS。我对文远知行在这方面的突破感到非常兴奋。

　　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.

　　所以我认为，总的来说，自动驾驶是一个更大的飞跃，它背后的逻辑与电动汽车不同。而且世界上只有极少数公司有能力将自动驾驶技术部署到产品中，文远知行绝对是其中之一。

　　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?

　　现在你们推出了世界上第一款采用英伟达Drive AGX的HPC 3.0高性能计算平台的量产L4级Robotaxi。我们听说英伟达最近上新闻了，中国官员询问其关于后门安全的问题。我想问一下，美国的芯片出口(kǒu)管制对文远知行会有影响吗?

　　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，我们与英伟达有着非常好的关系，英伟达是文远知行的早期投资者。早在2017年，他们就因文远知行的先进技术而投资了我们。关于芯片的出口管制，我们在不同的市场和地区开展自动驾驶业务。第一，我们必须严格遵守政策合规，确保我们尊重(zhòng)当(dāng)地(de)法(fǎ)律(lǜ)，同(tóng)时(shí)，我(wǒ)们(men)也(yě)非(fēi)常(cháng)尊(zūn)重(zhòng)数(shù)据(jù)主权(quán)，所(suǒ)以(yǐ)我(wǒ)们(men)确(què)保(bǎo)数(shù)据(jù)的(de)隐(yǐn)私(sī)性(xìng)并(bìng)遵(zūn)守(shǒu)数(shù)据(jù)安(ān)全规(guī)定(dìng)。对(duì)于(yú)不(bù)同(tóng)的(de)市(shì)场(chǎng)，我(wǒ)们(men)有(yǒu)不(bù)同(tóng)的(de)策(cè)略(è)来(lái)选(xuǎn)择(zé)芯(xīn)片(piàn)。

　　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，最重要的原则是它必须被当地政府和社会所接受。考虑到这一点，我们还会考虑该芯片是否符合我们的需求，也就是效率和成本效益。所有这些因素我们都会加以考虑。此外，自动驾驶是一个更宏大的概念。自动驾驶使用计算芯片，但同时也会使用激光雷达、摄像头和车辆等一系列硬件，我们需要从一个全面的整体视角来考虑。所以芯片只是其中的一部分，但我们同时会考虑所有方面。

　　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, 我看到有报道称公司正在密交了港股上市申请。我不确定你是否能确认这是否属实，但我想知道，文远知行是否对在香港上市感兴趣?

　　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.

　　目前我无法透露任何信息。(如果有可公开信息)我们会在第一时间通知大家。但我们仍然想强调，文远知行是第一家在纳斯达克上市的 Robotaxi公司和通用自动驾驶公司。我们始终致力于创造最好的成果、最好的产品、最好的服务，同时也持续寻求所有可能的资本机会。