NLZ
Nov 14, 3:19 PM
$WRD What could a 12-hour WeRide robotaxi shift in Guangzhou generate?
A Q4 Friday run covered 274 km across Tianhe and Huangpu, two districts within Guangzhou. Assuming 60% paid mileage and a 6.7 km average trip, that implies 24–25 paid rides, or about two per hour. At RMB 27.35 per ride before discounts, based on BCG report of December, the model gives roughly RMB 670 in gross fares and RMB 640 after estimated booking fees, before possible discounts funded by WeRide and operating costs.
For context, WeRide averaged just over 21 rides per vehicle per day across China in Q2. This single Friday run gives us a promising scenario to test. A 24/7 operating window could add rides and revenue, with the upside depending on demand in the extra hours. The next number I’d watch is what a typical week looks like, especially rides per vehicle and fare receipts after discounts.
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