自动驾驶公司文远知行（WeRide Inc.，股票代码：WRD）今日盘中大跌5.98%，引发市场广泛关注。这一显著跌幅主要源于国际投行摩根大通日前发布的研究报告，大幅下调了对文远知行的收入预期。
根据摩根大通的最新报告，该投行将文远知行2025年的预测收入由9.5亿元调低至6.20亿元，降幅高达35%。同时，2025年的毛利润预期也从1.96亿元下调至1.17亿元，降幅达40%。此外，2026年的收入预期也从31.42亿元下调至25.24亿元，毛利润预期从8.66亿元下调至7.08亿元。这一大幅度的预期调整反映了投行对文远知行短期内业务增长的担忧。
值得注意的是，文远知行近年来的财务表现确实不尽如人意。公司2024年的营收为3.61亿元，较2023年下降10.1%，已连续两年出现下滑。同时，公司持续面临巨额亏损的困境，2024年净亏损扩大至25.17亿元，较2023年增加29.1%。高额的研发支出是导致亏损的主要原因，2024年研发开支高达10.91亿元，占总营收的302.2%。
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