摘要：5月6日，文远知行与Uber宣布扩大战略合作，计划未来五年将新增15座国际城市，部署自动驾驶Robotaxi服务，包括欧洲、中东等区域。受此消息影响，文远知行股价一夜暴涨，涨幅超31%。

5月6日，文远知行与Uber宣布扩大战略合作，计划未来五年将新增15座国际城市，部署自动驾驶Robotaxi服务，包括欧洲、中东等区域。受此消息影响，文远知行股价一夜暴涨，涨幅超31%。

5月9日，文远知行创始人兼CEO韩旭就此接受全球顶尖财经电视新闻媒体CNBC专访，在《Squawk Box Asia》栏目上就双方合作细节、公司技术优势、落地推进策略、市场竞争策略等进行了分享和讨论。

以下是访谈全文实录。

CNBC：

Tony Han, CEO of WeRide, and CNBC's Lin Lin, my great colleague, is also part of this conversation. Tony, thank you for joining us and pleasure having you on the show. I guess congratulations are in order. Are you happy with this deal?

我们现在请来了文远知行的CEO韩旭，同时还有我的同事、CNBC记者Lin Lin参与这次对话。Tony，非常感谢你加入我们的节目。首先，恭喜！你对这次合作满意吗？

Tony Han：

Yes, I'm very happy, and also, I'm quite excited about the plan over the next five years. We are going to gradually expand to 15 tier-one cities in the world and we are very excited to bring our robotaxi service to the customers.

我非常满意。我也对接下来五年的计划感到非常兴奋。我们将逐步扩展到全球15个一线城市，非常期待将我们的Robotaxi服务带给全球更多用户。

CNBC：

Alright, so talk to us. 15 cities in five years. All of them are going to be outside the US and also outside China. And we'll get back to that in just a bit, but can you give us an idea what cities are we talking about here?

五年15座城市，且全都在美国和中国市场之外。我们待会儿会再谈到这个点。你能透露一下大概是哪些城市吗？

Tony Han：

Well, basically major cities in Europe and in the Middle East. We are going to take a phased approach. That means every year, we'll bring out several cities onto the Uber platform. Of course, we’ll have to pass the regulatory requirements. Also, safety is our top priority, so we will take a step-by-step approach. But the good thing is we have already proven our business model and technology in the current deployment in Abu Dhabi and soon, we’ll bring Dubai online. So, we are quite confident about the plan and I think for which cities, currently I cannot explicitly name them. But there are many in Europe and in the Middle East.

主要是欧洲和中东的城市。我们将采用分阶段的推进方式，也就是说每年都会在几个新增城市（把我们的Robotaxi）接入Uber平台。当然，我们同时需要满足各地的监管要求。而且安全始终是我们的最高优先级，所以我们会采用稳健的推进方式。

好消息是，我们已经在阿布扎比的商业运营中验证了我们的商业模式和技术，并且很快将在迪拜上线。所以我们对这个计划充满信心。具体哪些城市，我现在还不方便明确说，但大多数在欧洲和中东。

CNBC：

Tony, congratulations on this expanded partnership. Can you give us a sense of how the revenue share will work? Are we talking about a fixed service fee that will be provided, or will it be a per kilometer or usage-based?

Tony，恭喜你们扩大战略合作！你能不能谈谈收入分成的模式？是按固定服务费来收，还是按公里或者使用次数计费？

Tony Han：

This is kind of like a combined model. We will charge a certain minimum fixed fee and then we will split the revenue. A good thing is this partnership likely creates new opportunities in each market. We are not just deploying technology, we are participating in the local transportation ecosystem; creating jobs in fleet management, maintenance, and customer service, while helping address urban mobility challenges.

这是一个混合模式。我们会收取一定的最低固定费用，然后进行营收分成。这个合作的一个好处，是它会在每个市场带来新的机会。我们不仅是部署技术，还深度参与当地交通生态系统的建设，创造出新的就业岗位，包括车队管理、维修、客服等职能，同时也帮助解决当地城市出行难题。

CNBC：

Tony, one of your major competitors, Pony AI, also announcing this similar partnership with Uber. Have you sought clarification from Uber about whether or not their expansion into the Middle East will be divided in terms of segmentation of geography, or will potentially both you and Pony AI be competing in the same cities? If the latter is the case, how does that impact your competitive advantage here?

你的一个主要竞争对手，小马智行（Pony AI），最近也宣布了与Uber类似的合作。你是否向Uber确认过，他们在中东地区的拓展是否会根据地理位置分区，还是你们可能在同样的城市里直接竞争？如果是后者，你们的竞争优势是什么？

Tony Han：

So, first of all, I want to emphasize the technology competence of WeRide. WeRide, as the first mover and the industry leader, is currently the only autonomous driving company holding driverless permits in five countries. That's China, UAE, Singapore, France and the US. And we also hold the most perfect track record in safety. And our plan to work with Uber, WeRide’s plan is very concrete, that is 15 cities in the next 5 years. And we are going to deploy at least 50 robotaxis in Abu Dhabi, and soon, we'll bring Dubai online. So they are all very concrete plans. And for competition, WeRide is one of the best technology companies in the world. We are very confident with our capability, and over the past several years, we have proven our technology and have a proven business model.

首先我要强调文远知行的技术实力。作为行业的先行者和领导者，文远知行是目前全球唯一在五个国家都获得了无人驾驶牌照的自动驾驶公司，包含中国、阿联酋、新加坡、法国和美国。同时，我们拥有很好的安全运营记录。

我们与Uber的合作计划非常明确：未来五年在15座城市部署Robotaxi服务。我们很快将在阿布扎比部署至少50辆Robotaxi，迪拜也即将上线。这些都是非常具体的计划。至于竞争，文远知行是全球技术最领先的公司之一，我们对自身实力充满信心。过去几年我们在全球范围的实际落地，已经验证了公司的技术和商业模式。

CNBC：

Indeed. I also wanted to just ask about the caveat here and I know that China isn’t part of that partnership, that's understandable, given that Uber is not operating in that market. Also, no United States. And I recall just a couple of weeks ago, we spoke about this and you said, look, our hands are really full. We've got a full plate. We're looking at expansion in all of these other regions. I wanted to just follow up though, and ask whether or not a key reason is the regulatory environment in the US as well.

确实如此。我还想问一下这个合作的区域限定。中国不在合作范围内，这可以理解，因为Uber没有在中国市场运营。美国也不在这个合作范围内。几周前我们聊过这个问题，你提到你们有很多可做的，正在集中精力拓展其他地区的市场。我想追问一下，你们没有选择美国市场的主要原因是否是因为美国的监管环境？

Tony Han：

I think my answer remains the same. The global market is a huge market, but thinking about WeRide. WeRide has about 1,000 engineers and another 2,000 data annotation and operating people. We really got our hands full. Every time you deploy a fleet, you need to make sure that your car is cleaned very well and is charged. And also, you have to really supply the service with a good experience. That cost lots of efforts. And so, we are taking a phased approach, that is, every year we bring several new cities onto the Uber platform. It's a very thorough plan and therefore, you know, looking at the broad future, currently, we are focusing on European and the Middle East markets. But in the future, we are also looking for other markets where there is a shortage of drivers. And if there's a valid business model, we will deploy there. Of course, partnerships are very important. We are glad to maintain and extend this partnership with Uber.

我想我的答案还是一样。全球市场非常大。就文远知行而言，我们有大约1000名工程师，还有2000名数据处理和运营人员，确实是在满负荷运转。每次部署一支车队，我们都要确保车辆清洁、充电到位，同时要提供优质的乘车体验，这些都需要花费精力和资源。所以我们采取了阶段性推进的策略，每年逐步在几个新城市把Robotaxi接入Uber平台。我们这个计划是非常系统和深入的。

眼下我们聚焦在欧洲和中东市场，但未来我们也会关注其他存在司机短缺问题的市场。如果我们的商业模式在那里行得通，我们也会在那里部署车队。当然，合作伙伴关系至关重要，所以我们非常高兴能与Uber维持并扩大合作。

CNBC：

Tony, talking about the drivers, you know, we were telling folks that before we got to you about Uber’s deal with Pony AI in the Middle East, right? And in the pilot phase, those robotaxis are going to come with a safety operator on board. Are you planning something similar? And I guess what I'm trying to get to is, in terms of safety, that's obviously an issue, right? But there's also sort of user or passenger psychology to help them get more comfortable with the idea of getting into a car which doesn’t have a visible driver. Something like this, at least initially, would be a good soft way in. Would you agree?

Tony，说到司机，此前我们介绍了Uber和小马智行将要在中东的合作。在试点阶段，他们的Robotaxi都会配备安全员。你们是否也计划采用类似方式？我想问的是，安全是一方面，用户心理上也要逐步适应无人驾驶的乘车体验。是否先采用有安全员的方式是更好的过渡方案呢？你同意吗？

Tony Han：

So first of all, I want to emphasize, when WeRide tried to deploy the robotaxi service with Uber, WeRide was trying to deploy robotaxis in the sense of driverless vehicles. We have driverless permits in China, UAE. Singapore, France and the United States. We are the only company holding these five driverless permits. So our deployment plan for robotaxis is without a safety driver. That means that it has a valid, proven business model. When it comes to safety issues, of course, we are going to take a progressive approach. So first of all, for people who have never taken a self-driving car, you probably are lacking the experience at first, and of course you will be very cautious. But if you have experience, like with robotaxis in San Francisco or Guangzhou in China. You will know. The first time you will feel excited; after two or three rides, you will just say you are taking a normal taxi. And most of the time, the robotaxi is actually smoother, and is also very, very comfortable, even more so than with a very experienced human driver.

首先我要强调，文远知行在与Uber部署Robotaxi服务时，目标是部署真正意义上的纯无人Robotaxi。我们在中国、阿联酋、新加坡、法国和美国都获得了无人驾驶牌照，是目前唯一在五国都拿到该类许可的公司。所以我们部署Robotaxi的目标是没有安全员的。这意味着我们的商业模式是已经成熟并经过验证的。至于安全问题，我们会采取渐进式方法。

对从未乘坐过自动驾驶车辆的人来说，第一次肯定会紧张。但如果你有过体验，比如在旧金山或广州的Robotaxi服务，你会发现第一次很兴奋，两三次之后，就会觉得和坐普通出租车没太大区别了。而且多数情况下，Robotaxi的行驶更平稳、舒适，甚至超过很多经验丰富的人类司机。

CNBC：

So Tony, just to recap. WeRide’s robotaxis in these 15 cities you're launching in are not going to come with a safety operator on board. In other words, you're very confident about your technology that it's essentially safe, right? From usage so far, what has your safety track record been?

所以Tony，总结一下，文远知行即将在这15座城市部署的Robotaxi，目标计划是不配备安全员的。换句话说，你们对技术的安全性非常有信心。那你们目前的运营安全记录是怎么样的？

Tony Han：

Oh, the safety track record? So currently to our best knowledge, we have no accidents actually due to our fault. And you know, there are some accidents involved, but it's always human drivers, human factors. Some human drivers make some mistakes. So to me, that record is really very, very, very difficult to keep. So that's because of our philosophy. WeRide does very extensive testing and simulation, and when we roll out new software, we already have done extensive verification and tests. That's how we proceed.

截至目前，据我们掌握的数据，我们没有因为自身系统原因导致的事故。在为数不多的事故中，责任大都在人类驾驶员，有些司机偶尔会犯错。在我看来，保持这样的安全记录是非常难能可贵的。这得益于我们的理念，文远知行持续进行海量的测试和模拟，每次软件升级投入应用前，我们都会做大量的验证和测试。这是我们保持安全记录的坚持。

CNBC：

OK. All right. Let's hope it stays that way. Tony, listen, thank you so much for talking to us. Appreciate the time. Keep safe and safe travels and we'll see you again very, very soon. Tony Han from WeRide.

希望你们能一直保持这个记录。Tony，非常感谢你今天接受我们的采访。祝你一切顺利，旅途平安，我们很快再见！

来源：文远知行WeRide