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Xinyu Feng

Research Analyst at UBS

Xinyu Feng is an Equity Analyst at UBS specializing in equity research across key sectors, with a focus on the Asian markets. Feng covers a range of companies in the financial and consumer industries, leveraging robust sector knowledge to inform clients and stakeholders. With a background rooted in equity analysis and significant tenure at UBS, Feng has built a reputation for detailed fundamental research, although public sources do not provide specific success rates, analyst rankings, or previous firm experience. Professional credentials such as FINRA registration or securities licenses are not publicly listed.

Xinyu Feng's questions to WeRide (WRD) leadership

Xinyu Feng's questions to WeRide (WRD) leadership • Q2 2025

Question

Xinyu Feng from UBS asked for WeRide's perspective on the competitive landscape, especially with OEMs like Tesla entering the Robotaxi space, and inquired about how the company leverages new AI models like VLM and World Models.

Answer

CEO Tony Han addressed competition by highlighting WeRide's proven ability to deliver safe and scalable public transport, citing a zero-incident safety record over 2,200 days of public operation. He pointed to the HPC 3.0 platform and deployment agility as key differentiators. Regarding AI, he mentioned WeRide's strong talent pool and its proprietary 'Genesis' simulation platform, which uses generative AI to reconstruct environments and train its models, including a unique VLM-based end-to-end system integrated into its L4 fleet.

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Xinyu Feng's questions to WeRide (WRD) leadership • Q2 2025

Question

Xinyu Feng from UBS asked for WeRide's perspective on the competitive landscape, given the entry of OEMs like Tesla into the robotaxi space, and inquired about how the company leverages new AI models like VLM and sees future technology trends.

Answer

CEO Tony Han emphasized that WeRide's competitive edge lies in its proven safety record, advanced HPC 3.0 platform, and adaptability. On AI, he noted WeRide has a strong talent pool and has developed a proprietary end-to-end architecture integrated into its L4 fleet. He also highlighted 'Genesis,' a proprietary simulation platform used to generate synthetic data to train the company's advanced AI models.

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