Jiajie Shen's questions to WeRide Inc (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 partners. She also asked how the new HPC 3.0 computing platform will drive future scaling and impact unit economics.
Answer
CEO Tony Han emphasized that the business model is centered on 'partnership.' WeRide provides the core L4 technology while strong partners like Uber manage fleet operations and customer service, enabling a scalable, win-win ecosystem and faster market entry. He explained that the HPC 3.0 platform is critical for scaling, as its 50% cost reduction and auto-grade design make large-scale, cost-effective mass production feasible, directly improving unit economics.