Several financial institutions have released updated research reports on WeRide Inc. (WRD.US,00800), all reiterating an "Outperform" rating. The reports highlight the concurrent acceleration of the company's global commercialization and capital market access, creating a dual catalyst for growth.

On the operational front, the company recently announced a partnership with Uber and AVOMO to deploy Robotaxi services in Madrid, Spain, with plans to launch the service via the Uber App within the year. Madrid marks the fourth city in the global collaboration between WeRide and Uber, with a joint roadmap aiming to cover 15 cities globally and deploy tens of thousands of Robotaxi vehicles by 2030. Currently, WeRide has established its Robotaxi footprint in multiple cities across the Middle East, Europe, Singapore, and domestically. It has achieved fully driverless commercial operations in cities including Guangzhou, Beijing, Abu Dhabi, and Dubai, further solidifying its leading global position.

Regarding capital markets, WeRide was officially included in the Southbound Stock Connect program on June 4th, opening a channel for mainland investment capital. This move is expected to significantly enhance trading liquidity and attract incremental pricing funds.

The institutions note that the expansion into the European market not only validates WeRide's global technological competitiveness beyond China and the Middle East but also reinforces the feasibility of large-scale deployment of Level 4 autonomous driving. With the scaling up of its vehicle fleet and the new investment channel via Stock Connect, the company's path to long-term profitability is viewed as clear.