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| HSI1 | 27,027.16 | 0.00 | -- |
| HSCEI1 | 9,168.33 | 0.00 | -- |
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2026-02-09 15:23:14 BOCI published a research report forecasting that WERIDE-W (00800.HK)'s 4Q25 revenue will achieve over 70% QoQ growth, reaching RMB290-300 million. The growth momentum mainly comes from the continuous growth of the Robotaxi business and the seasonal uptick in Robobus sales. The broker expected that, by the end of this year, WERIDE-W's Robotaxi fleet size will exceed 2,000 vehicles (with the potential to reach 3,000 vehicles if policies are favorable), with 50-60% of the increment being vehicle deployment in the China market, focusing on core markets such as Guangzhou and Beijing. Internationally, the Middle East remains the priority, relying on strategic cooperation with Uber, planning to deploy at least 1,200 Robotaxis (with 50-60% of the vehicles to be deployed by 2026, and the remainder by 2027). Considering the solid fundamentals, proven overseas fleet deployment execution capability and clearer overseas profitability path, BOCI kept rating at Buy for the Group, and trimmed its target price for WERIDE-W's US stock from US$20 to US$13, with a target price for WERIDE-W's H-shares of $34. ~ AASTOCKS Financial News Website: www.aastocks.com | |