Jiajie Shen's questions to WeRide (WRD) leadership • Q2 2025
Question
Jiajie Shen of JP Morgan Chase & Co inquired about the long-term business model for WeRide's Robotaxi service, particularly the role of ride-hailing platforms, and asked how the new HPC 3.0 platform will drive scaling and impact unit economics.
Answer
CEO Tony Han explained that WeRide's business model is centered on deep, win-win partnerships with top mobility players like Uber, Steer AI, and Renault. This strategy allows WeRide to focus on its core competency of developing L4 autonomous driving technology, while partners handle fleet operations, maintenance, and customer service. He emphasized that this collaborative ecosystem shortens time-to-market and builds a robust, scalable model. The second question was not addressed before the next analyst was called.