Olivia Niu's questions to WeRide (WRD) leadership • Q2 2025
Question
Olivia Niu from BOCI Research Limited asked about the challenges of global market expansion, such as market adaptation and compliance, and questioned how WeRide maintains its competitive edge against both traditional L4 players and L2+ developers entering the L4 space.
Answer
CFO Jennifer Li detailed the challenges of global expansion, including adapting to local climates and road conditions, navigating evolving regulations, and ensuring strict data localization and privacy. She noted that being an early mover helps shape regulatory frameworks. CEO Tony Han explained WeRide's competitive edge comes from being the only company making significant progress in both L4 Robotaxi services and supplying ADAS systems for mass-production cars. This dual approach builds a tech foundation that can surpass traditional performance ceilings and supports a wide range of applications.