【ZiDongHua 之“驾驶自动化”标注关键词： 文远知行；自动驾驶；驾驶自动化；  】

　　

　　

　　8月12日，文远知行发布2026年第二季度及上半年财报。二季度营收2.3亿元，同比增长82%、环比增长103%，大幅超出市场预期；海外收入同比增长164%，毛利率达到37.5%，较2025年二季度提升9.4个百分点。截至7月31日，公司全球L4自动驾驶车队约3,400辆，其中Robotaxi超过1,800辆，展现全球规模化运营优势。

 

　　

　　8月13日，文远知行创始人兼CEO韩旭接受顶尖财经电视新闻媒体美国全国广播公司财经频道CNBC (Consumer News and Business Channel)专访，围绕公司财务表现、全球扩张、技术投入和长期发展战略展开交流，表达了对自动驾驶安全及商业化前景的坚定信心。

　　

　　Manisha Tank, CNBC：

　　

　　Tony Han is CEO of WeRide, and he joins us now on the show. So we can dig in a little bit deeper and talk about these latest results. Tony, it's great to see you. I understand that you touched down in California just a couple of days ago. You yourself travel a great deal. But so far as the business goes, I think it's very clear that this is an expensive business. What is your sort of top line response on how the shares have performed and how these numbers have gone down in the market?

　　

　　今天，文远知行创始人兼CEO韩旭来到我们节目，一起聊聊公司最新发布的业绩。Tony，很高兴再次见到你，听说你几天前刚到加州，平时也经常往返世界各地。说回公司业务，自动驾驶是一个投入很大的行业，近期文远知行的股价有所波动，市场对这份财报也有不同反应，你怎么看？

　　

　　韩旭：

　　

　　As you mentioned, this is a very expensive business. WeRide as a pre-profitability company, WeRide is currently scaling a very capital intensive technology first business. And we expect this kind of volatility along this path. But if you look at our Q2 financial report, it is an outstanding financial report. Let me just give you some important numbers: 34.2 million in revenue in second quarter 2026, that is an 82.2% increase year-over-year. And if you count the first half year, that is a 73.3% increase. The gross margin remains at the 37.5% in Q2, up by 9.4%. And the first half margin is 36.6%, up by 6% year-over-year. With all these numbers growing, I'm actually not worried about this kind of stock share, short-term stock share volatility at all. And if you look at our EBITDA loss, there's also numbers. Like our EBITDA loss has narrowed by 6.5% year over year. And if you look at the second quarter, the narrowing percentage is 8.1%. So all numbers show that the things are getting much better and we are very confident about expanding our network and sharpening our technology.

　　

　　As you mentioned, this is an expensive business and we invest a lot in GPU cards, in the token computation. The good thing is that we have two very efficient large language models GENESIS and WITT. They also reduce our costs. So we are very confident about long-term goal and I only care about execution and stick with our long-term vision and long-term goal. So the short-term volatility, I'm not worried about it at all.

　　

　　确实，自动驾驶是一个投入很大的行业，文远知行目前尚未进入盈利阶段。我们做的是技术先行、资本投入较重的业务，现在也正处于规模化发展的过程中。因此股价出现一定波动，其实在我们的预期之内。

　　

　　但如果具体看这份财报，我认为文远知行第二季度的表现非常亮眼。我可以分享几个重要数据：2026年第二季度，公司营收达到3420万美元，同比增长82.2%；上半年营收同比增长73.3%。第二季度毛利率达到37.5%，同比提升9.4个百分点；上半年毛利率达到36.6%，同比提升6个百分点。与此同时，公司的经调整EBITDA亏损也在持续收窄，上半年同比收窄6.5%，第二季度同比收窄8.1%。这些数据说明公司的经营状况正在持续改善，所以我并不担心股价的短期波动。我们对于扩大运营网络、提升技术能力都很有信心。

　　

　　你刚才提到，这是一个投入很大的行业。确实，我们在GPU算力、Token计算等方面投入了很多资源，但好的一面是，文远知行拥有GENESIS和WITT两套高效的大模型体系，也在帮助我们降低成本、提升效率。因此，我们对公司的长期发展非常有信心。对我来说，最重要的是把事情做好，坚持公司的长期愿景和目标，至于股价的短期波动，我并不担心。

　　

　　Manisha Tank, CNBC：

　　

　　Okay, well I know that you have been at this for many years, it's been a roller coaster ride at times, so you're quite used to the ups and downs. And then, you had a professorship and you are a scientist. But today, as a CEO of WeRide, what is very important to this business, and we know this from your strategy, is those relationships that you are having to develop with some platform partners, the likes of the Ubers and the Grabs, et cetera. There is some concern in the markets about the durability of these relationships. Where are you? And I know that you are certainly working on forging more partnerships. So what can you tell us about that?

　　

　　我知道你在这个行业深耕多年，也经历过不少起伏，应该已经很习惯这样的波动了。Tony你曾经是一名教授，也是一位科学家，但现在作为文远知行的CEO，你还需要为公司建立和维护很多重要的合作关系。

　　

　　从文远知行的战略来看，Uber、Grab等平台型合作伙伴都非常重要，不过市场也很担心这些合作关系能否长期稳定。文远知行目前和这些合作伙伴的关系怎么样？未来是否还会拓展更多合作？

　　

　　韩旭：

　　

　　I think the partnership has been always very, very important in the development of WeRide. We cherish strategic partnership a lot. And if you look at almost 10 years of development time of WeRide, we were founded in Silicon Valley in the year of 2017, April. And we have three very important strategic partners.

　　

　　First is Yutong. We extend our business to Robobus industry. And today, if you rank #1 Robobus company, WeRide is the dominant winner. And we have our driving Robobus all over the world, in Japan, in Europe, Middle East, everywhere. Yutong is our first very important strategic partner.

　　

　　The second is Bosch. You know, we worked with Bosch and you look at our L2 ++, you just mentioned like you see my live stream for my automated driving experience in rush hour. That's a breakthrough. And I think our technology is comparable to Tesla's FSD. I'm a heavy FSD user. I have more than 5,000 [miles] driving experience. So I think that's also the second very important one.

　　

　　The third one is with Uber. WeRide's business footprint has expanded to over 60 cities across 13 countries. And we cherish this kind of strategic partnership, whether you think it's very 100% symmetric or whether you have to keep this duality, I think let my competitors worry about that. WeRide is a unique company and I think Uber cherish our strategic partnership.

　　

　　合作伙伴一直是文远知行发展过程中非常重要的一部分，我们也非常珍视战略合作关系。文远知行2017年4月在硅谷成立，发展到今天接近十年。一路走来，有三家非常重要的战略合作伙伴。

　　

　　第一家是宇通。通过和宇通合作，我们把业务拓展到了自动驾驶小巴领域。如今在全球自动驾驶小巴市场，文远知行无疑处于领先地位，我们的自动驾驶小巴已经在日本、欧洲、中东等全球多个市场投入运营。宇通是文远知行第一家非常重要的战略合作伙伴。

　　

　　第二家是博世，文远知行与博世共同开展L2++辅助驾驶业务。你刚才也提到看过我在高峰路况体验辅助驾驶的直播，目前文远知行的智驾技术取得了突破性进展，能力足够媲美特斯拉FSD。我本人也是FSD的深度用户，累计使用里程已经超过5000英里，所以对这项技术有比较深入的体验。博世也是文远知行非常重要的战略合作伙伴。

　　

　　第三家是Uber。文远知行已经将自动驾驶业务拓展至13个国家和众多城市，我们非常珍视与Uber的战略合作关系。至于外界担心双方的合作是否足够对等，或者这段合作关系能不能长期保持，我觉得这些问题可以留给竞争对手去担心。文远知行是一家非常独特的公司，我相信Uber也同样珍视和我们的战略合作。

　　

　　Manisha Tank, CNBC：

　　

　　Yeah, okay. I want to just bring in a story that we covered just a moment ago. Ford is bringing back onshore to the US the manufacturer of some of its Lincoln models and this is very much, it seems, a response to tariffs and duties. I think it's important to ask you, you were telling me off air just before we spoke about you do a lot of travel because obviously this is a company that's operating out of China and you're spread across the world, but how is the tariff outlook affecting the business, if at all?

　　

　　我们刚刚报道了一则新闻：福特正在把部分林肯车型的生产转回美国，这看起来是为了应对关税政策的变化。采访开始前，你也提到自己经常往返世界各地。文远知行立足中国，同时在全球多个市场开展业务，目前的关税形势有没有对公司业务产生影响？

　　

　　韩旭：

　　

　　First of all, I'm not an expert on tariff. You know, I don't think I can give you a very detailed answer. But to me, one thing I want to add is, WeRide is doing a global business. So we do respect and abide with all the regulator authority. We do believe, the regulator authorities or the local government, they have their considerations. They have more information. They must consider lots of factors to boost their local economy. And as a foreign company doing business in some local area, we want to boost the local community.

　　

　　By the way, talking about about  Lincoln. I like that Lincoln car. Our first autonomous driving is based on Lincoln MKZ. So congratulations to Ford. I think they are bringing some manufacturer business jobs to the US, which is pretty good. I think working laborers will like it. And we will work hard to help to boost the global economy, and we are working on that.

　　

　　首先，我并不是关税方面的专家，所以很难给出特别具体的判断。但有一点可以明确，文远知行是一家全球化公司，无论进入哪个市场，我们都会尊重并遵守当地监管部门的要求。我相信，各地监管部门和地方政府在制定政策时，都有自己的综合考量。他们掌握更充分的当地信息，也需要兼顾很多因素，最终目的是促进本地经济发展。文远知行进入一个新的市场，也希望能够为当地社区和经济发展创造价值。

　　

　　说到林肯，我个人很喜欢这个品牌，文远知行最早的自动驾驶车辆就是基于林肯MKZ打造的。所以，我也要祝贺福特，将一部分制造业务和就业岗位带回美国，对当地产业工人来说应该是一件好事。文远知行也会继续做好自己的工作，为全球经济发展贡献力量。

　　

　　Manisha Tank, CNBC：

　　

　　Okay, Tony, very, very brief answer to a very brief question. I'm going to admit, I'm still not convinced I could get into a self-driving vehicle and feel fully confident. What would you say to a customer like me?

　　

　　好的，Tony。最后一个很简单的问题，也请你简短回答：坦率地说，我现在还是不太确定，自己坐进一辆自动驾驶汽车以后能不能完全安心，面对像我这样的乘客，你会怎么说服我？

　　

　　韩旭：

　　

　　Oh, come to Abu Dhabi, Dubai, Madrid, or even San Francisco, take an autonomous driving car. Of course, I will strongly suggest you take a WeRide autonomous driving car. You can sleep inside the car. And we know for sure they are much more cautious and careful than an average human driver. That's my dream, that's my profession, that's my research. I'm very confident on that.

　　

　　欢迎你到阿布扎比、迪拜、马德里，甚至旧金山，亲自体验一次自动驾驶汽车。当然，我更推荐你乘坐文远知行的Robotaxi，坐在车里你甚至可以安心睡一觉。我们非常确定，自动驾驶汽车比普通人类驾驶员更加谨慎，也更加注重安全。这是我的梦想，也是我一直从事的事业和研究方向，所以我对此非常有信心。

　　

　　Manisha Tank, CNBC：

　　

　　Okay, all right. I'm gonna admit I might...

　　

　　好的，我承认，我可能会……

　　

　　韩旭：

　　

　　Maybe attend my livestream next month. If you can come attend my live stream, I enjoy riding with you.

　　

　　或许你可以来参加我下个月的直播。如果你愿意来，我很期待和你一起体验自动驾驶。

　　

　　Manisha Tank, CNBC：

　　

　　Tony, thank you so much. Thank you so much for sparing the time. It was good to see you. That was Tony Han, CEO of WeRide.

　　

　　Tony，非常感谢你接受我们的采访，很高兴见到你。刚才接受采访的是文远知行创始人兼CEO韩旭。

 

　　

　　关于文远知行WeRide

　　

　　文远知行WeRide（NASDAQ: WRD，HKEX: 0800）成立于 2017 年，致力于“以无人驾驶改变人类出行”，是全球WY旗下产品同时拥有中国、阿联酋、新加坡、法国、美国、沙特、比利时、瑞士八国自动驾驶牌照的科技企业，自动驾驶业务覆盖全球13个国家超60个城市。2024年10月25日，文远知行正式在纳斯达克证券交易所挂牌上市，成为全球通用自动驾驶第一股和全球Robotaxi第一股。2025年11月6日，文远知行正式在香港交易所挂牌上市，成为港股Robotaxi第一股，也是全球首家在“美股+港股”双重主要上市的自动驾驶科技企业。

　　

　　文远知行致力于开发安全可靠的无人驾驶技术，重点围绕自动驾驶出租车Robotaxi、自动驾驶小巴Robobus及高阶辅助驾驶解决方案展开产品布局，同时覆盖货运与环卫等多元化应用场景。目前，文远知行已与多家全球顶级主机厂和一级供应商达成战略合作伙伴关系，包括雷诺日产三菱联盟、宇通集团、博世、广汽集团等，不断为人类出行提供更多新选择。