11月2日,2026香港金融科技周开幕。文远知行创始人兼CEO韩旭受邀出席AI与前沿科技论坛(AI and Deeptech Forum),与业界嘉宾探讨自动驾驶技术的发展趋势与商业化前景。

论坛开始前,韩旭接受顶尖财经新闻媒体全球广播商业新闻电视台CNBC(Consumer News and Business Channel)专访,围绕Robotaxi规模化运营的机遇与挑战等行业话题进行了深入对话。他表示,文远知行已具备扩大Robotaxi车队规模的条件,希望四、五年内能坐上Robotaxi从广州直达香港。

Lisa Kim, CNBC: So we have here with us Tony Han, CEO of WeRide. Tony, thank you so much for joining us. 今天来到现场的是文远知行创始人兼CEO韩旭。Tony,非常感谢您接受采访。

韩旭: Thank you. 感谢邀请。

Lisa Kim, CNBC: So we are at the Hong Kong FinTech Festival. What are you expecting to get from this event? 我们现在正在香港金融科技周的现场,您希望从活动上收获到什么?

韩旭: Several aspects. So first of all, we want to learn new things. And today, everything happened probably at a frequency of every six hours. OK, so we want to learn about new things. And also, we want to bring WeRide to the investors. Hong Kong as the center, as a finance center, there's lots of very valuable potential investors. We want to also bring our very exciting development progress to the conference. 有几个方面。首先,我们想了解最新的变化。现在变化太快了,可能每隔六小时就有新事物出现,所以我想看看又有哪些新进展。其次,我们想让更多投资者了解文远知行。香港作为金融中心,吸引了许多高价值的潜在投资者。同时我们也想借此机会,向大家分享文远知行最新取得的积极进展。

Lisa Kim, CNBC: Tell us about how WeRide is trying to scale its L4 autonomous driving technology that doesn't require human drivers, correct me if I'm wrong, and also how you're trying to scale your Robotaxi business. 如果我理解得没错,文远知行的L4级自动驾驶技术可以在纯无人状态下行驶。能否谈谈你们如何推广这项技术的规模化应用,又如何扩大Robotaxi的业务规模?

韩旭: So currently, I think ecosystem-wise, and also the hardware-wise, technology, and the software-wise, we are pretty much ready. There's some challenge we need to conquer that is actually about regulatory issues. And like AI today, we are experiencing day zero every day, as Elon Musk has posted in his X, right? So as the regulatory authority, they need to find new tools, new ideas, new algorithm to monitor this AI algorithm and also robotaxis, which are growing smarter and smarter. That's the thing. We have to solve this issue in a timely fashion and in a nicely fashion in order to really scale the fleet. So far we have already done trial operations and small scale operations in more than 13 countries. But to scale, we really need to solve these kinds of issues. 我认为无论是产业生态系统,还是硬件、软件和相关技术,我们已经准备就绪,眼下需要克服的挑战是监管方面。现在AI发展迅速,就像埃隆·马斯克在X上所说的,“每天都是零日漏洞日”,对吧?对于监管机构而言,他们需要找到新工具、思路和算法来监测不断进步的AI和越来越智能的自动驾驶出租车。我们必须及时、妥善地解决这个问题,才能真正扩大车队规模。目前为止,我们已经在超过13个国家进行了试运营和小规模运营。要进一步扩大规模,监管是必须要解决的问题。

Lisa Kim, CNBC: So regulation is an issue. I see. You recently said that Robotaxi services will begin in Singapore and Hong Kong. We are based in Hong Kong. You came from Guangzhou this morning. When will you be able to ride your Robotaxi to Hong Kong? 监管确实是个挑战。您最近谈到,文远知行会在新加坡和中国香港推出Robotaxi服务。我们常驻香港,您今天早上从广州来,您预计什么时候能乘坐文远知行Robotaxi从广州到香港?

韩旭: I would expect it to be within four or five years, because in China there is a policy that we call the Greater Bay Area, which includes three major cities, Guangzhou, Shenzhen, and Hong Kong. And it is my dream, that one day I can jump into a Robotaxi, fall asleep or work, and when I finish my job or when I wake up, I have already arrived in Hong Kong. So I think within five years we will be ready. And again, the most important issue we currently face, and we have to solve it very carefully and very, very nicely is the regulatory issues. We have to convince the regulatory authorities like this whole approach is safe not only during the trip, but also that it is safe to the community. 我预计在四到五年内。中国正在推进粤港澳大湾区建设,包括广州、深圳和香港三个主要城市。我一直有一个梦想,希望有一天能坐上一辆自动驾驶出租车,在车上睡一觉,或者处理些工作。等我醒来,或是忙完手头的事,就已经到香港了。我相信五年内这一愿景有望实现。目前最关键的仍是监管问题,我们必须审慎处理。我们要让监管机构相信,自动驾驶不仅能保障乘客安全,也能保障沿途社区民众的安全。

Lisa Kim, CNBC: So how are you helping regulators figure out this new technology? Because that seems to be sort of stressful. 那你们如何帮助监管机构了解这项新技术?这似乎有点压力。

韩旭: We take a very proactive approach, and try to bring our technology to them and let them understand our technology. At the same time, we schedule many meetings to understand how they want to regulate or monitor the whole operation. And if there are any tools and technology we can provide to the government, we are very willing to do so. And overall, we are taking a very proactive attitude and role to solve these issues. 我们会主动沟通,让他们了解自动驾驶技术如何工作。同时我们也会通过会面了解监管运行机制、以及如何监测车辆的运行情况。如果有任何工具或技术能为政府带来帮助,我们都非常愿意提供。总体而言,我们会主动参与、积极解决这些问题。

Lisa Kim, CNBC: You're already doing business in more than 10 countries. Which market is next? 目前你们已经在十多个国家开展业务了,下一个市场会是哪里?

韩旭: Which part is next? You mean the continent or especially countries? 您是指下一个大洲?还是具体哪个国家?

Lisa Kim, CNBC: Country. 具体的国家。

韩旭: It depends on several factors like availability of local partners and the openness of the local government and also geopolitical issues. We have to really study carefully. So we will let you know at the very earliest time if we can announce it. 这取决于几个因素,包括当地能否找到合适的合作伙伴、地方政府对自动驾驶的开放程度,以及地缘政治因素,这些都需要仔细评估。一旦有可以公布的消息,我们会第一时间与您分享。

Lisa Kim, CNBC: So this massive crypto hack that occurred last week, we have to talk about it. It's likely top of mind for a lot of folks here. What did you make of the incident? 我们聊聊上周发生的大规模加密货币黑客攻击事件,这可能是现场很多人的关注焦点,您对这件事有什么看法?

韩旭: I think my make of the incident is just like I mentioned like currently the regulatory role of the government and how do we regulate this kind of AI and the corresponding attack associated with AI. We have to really start it currently because this is new technology. Think about like we are in the year of 1800. Electricity has just been invented. How do we just regulate the usage of electricity? Need to be studied very carefully. We are currently in such an era, and even the impact of AI, I personally believe, is even bigger than electricity. So I think we really need to invest lots of resources, lots of smart minds in this issue. 这让我想到刚才提到的政府监管问题。我们该如何监管AI,又该如何应对与AI相关的攻击?面对这些新技术,我们现在就要着手研究。想想1800年,电力刚刚发明,当时对电力使用的监管问题,也需要非常仔细地研究。身处这一时代,我个人认为,AI的影响甚至会超过电力,所以我们需要投入大量资源,让更多优秀的人才参与研究这个问题。

Lisa Kim, CNBC: Then how do you ensure stakeholders that your services, autonomous driving, is safe from these sorts of attacks? 那么你们如何让相关各方相信,自动驾驶服务能够抵御这类攻击?

韩旭: So I think we have to closely work with our partners. And so far, technology-wise, safety-wise, operational-wise, we are pretty much ready. But we need to really focus on talking with the local government officials, our investors, and all the resources. We need to really put all the resources together to solve this problem jointly. This is not a single-party task. It actually has to be done together very seamlessly with all these parties. 我认为我们必须与合作伙伴密切合作。目前,在技术、安全和运营方面,我们基本准备就绪。接下来,我们需要与当地政府、投资者等各方充分沟通,把所有资源整合起来。这个问题需要各方共同解决,任何一方单靠自己都很难做到,我们彼此之间必须紧密配合。

Lisa Kim, CNBC: Right. Then are you planning to, or have you recently increased insurance coverage of sorts in case these events happen? 那么为了应对此类事件可能造成的损失,你们是否计划扩大保险保障范围,或者已经这么做了?

韩旭: We actually maintain the same insurance level. And I do believe because we have commercial insurance to cover every operational vehicle, and with our data, our record, our records, our safety gets growing and which translates to lower premiums from commercial insurance because the technology is getting safer and safer. 我们目前维持原有的保险保障水平,每一辆投入运营的自动驾驶车辆都有商业保险。同时,随着运营数据和安全记录不断积累,我们的技术会越来越安全,这样的安全表现也会反映在保费上,我们的商业保险保费有望进一步降低。

Lisa Kim, CNBC: Let's talk about earnings. Your earnings for Q1, Q2 was not super great. What expectations do you have for Q3? 我们来谈谈收入,文远知行第一季度、第二季度的业绩不算特别亮眼,您对第三季度有什么预期?

韩旭: If I may, actually, I want to correct that Q2 is great, we have a more than 80% increase. Quarter-wise, we have more than 100% increase. I believe that is a fantastic record. So I think the numbers just tell us it's very, very, very good. Our revenue is growing, profit margin is growing, our network is growing, and technology is getting much better. So overall, it's a lot of good progress. And Q3, I will let you know, but overall, if you look at our expansion, our current demonstration, I think good news is coming. 我想纠正一下,实际上我们第二季度的业绩表现很好,营收同比增长超过80%,环比增长超过100%。我认为这是非常出色的成绩,数字本身就能说明问题。我们的收入在增长,利润率在提高,运营网络在扩大,技术也在进步。总的来说,我们取得了很好的进展。至于第三季度,如果你看我们目前的业务拓展情况和已经取得的成果,我想很快会有好消息。

Lisa Kim, CNBC: Okay. Quick question. Your Hong Kong-listed shares, they're down quite a bit this year. Do you expect a rebound anytime soon? 最后一个简短的问题,你们的港股股价今年以来跌幅较大,您预计会在近期很快反弹吗?

韩旭: Nobody can predict the stock market, right? I can only give you an estimation about the trend in the long run. There's only one company in this world that is taking L4 Robotaxi from the approach that both Waymo is taking and Tesla is taking. That's WeRide. And look at our technology, look at our operation. It's a very, very valuable company. We may be undervalued in a short amount of time, but in the long run, we will come back to the right track. I'm very, very confident about that. 没有人能预测股市,对吧?我能谈的是对长期趋势的判断,目前全球只有一家公司在发展L4级Robotaxi业务时,同时采用Waymo和特斯拉的思路,那就是文远知行。看看我们的技术,再看看我们的实际运营情况,这是一家非常有价值的公司。短期内我们可能被低估,但从长远来看,我相信我们会回到应有的位置。我对此非常有信心。

Lisa Kim, CNBC: Thank you so much, Tony, for joining us. 韩旭,非常感谢您参与我们的访谈。

韩旭: Thank you. 谢谢