Jan. 15 at 2:13 PM
$WRD
During September 2025, WeRide participated in key investor conferences. I think there were about 7. What was said:
1. WeRide positioned itself as a global leader in Level 4 autonomous driving technology.
2. Key partnerships were spotlighted with Bosch for the mass production of WePilot 3.0. Analysts were told about plans for rapid scaling, including fleet growth to tens of thousands of robotaxis by 2030 in regions like the Middle East.
3. The company projected a massive addressable market, expecting AV sector to reach
$1.5 trillion by 2030.
They forecasted a 10% penetration rate leading to 1.4 million robotaxi units, citing supportive analyst reports from Goldman Sachs and UBS on global robotaxi fleets reaching millions by the late 2030s.
4. Revenue streams: One-time vehicle sales (ASP
$50,000) and recurring ride-hailing services (
$50,000 per vehicle annually), with illustrative builds showing potential for
$1.5 billion in total revenue and
$450 million in net profit at scale.