Jul. 22 at 5:11 PM
$WRD WeRide Spins Off Data Business JingShuo
This news is still evolving, and WeRide has not officially confirmed the reported details. If accurate, this could be one of the more strategically important developments for WeRide.
The reported plan is to operate WeRide’s AI data labelling business independently through a wholly owned subsidiary called JingShuo. Rather than using its data, simulation and model training capabilities only for WeRide’s own autonomous vehicles, JingShuo would also sell these services to robotics and Physical AI companies.
Personally, I think the reported growth targets are worth paying attention to. Going from RMB 55.8 million in 2024, to an estimated RMB 160 million in 2025, and potentially RMB 300 million in 2026, around US
$42 million, would turn this from a small internal function into a meaningful software business alongside Robotaxi and ADAS. Of course, these figures are still unconfirmed, so I’d treat them as directional rather than fact.
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