一周IPO动态，覆盖港股、美股、A股。 本文为IPO早知道原创 作者｜C叔 微信公众号｜ipozaozhidao 小马智行 美股｜递交招股书 据IPO早知道消息，Pony AI Inc.（以下简称"小马智行"）于美东时间2024年10月17日正式向美国 证券交易委员会（SEC）递交F-1文件，计划以"PONY"为股票代码在纳斯达克挂牌上市，高盛、美 银美林、德意志银行、华泰证券为其担任主承销商。 这意味着，小马智行或将成为"全球Robotaxi第一股"。今年4月22日，中国证监会国际合作司已披露 了关于Pony AI Inc.（小马智行股份有限公司）境外发行上市备案通知书。 成立于2016年的小马智行主要为全球市场提供出行和物流领域的自动驾驶技术和解决方案，开发可 适用于不同车型和应用场景的"虚拟司机"（Virtual Driver）技术。基于此，小马智行的营收也主要 来自于自动驾驶出行服务（Robotaxi）、自动驾驶卡车（Robotruck）以及技术授权与应用服务。 目前，小马智行自动驾驶路测总里程累计近4000万公里。 其中，小马智行于2018年12月推出了中国首个自动驾驶出行服务（Robotaxi）小 ...

启明创投一直把七牛云视为一家创新型科技公司。 本文为IPO早知道原创 作者｜Stone Jin 微信公众号｜ipozaozhidao 2024年10月16日，七牛智能科技有限公司（以下简称"七牛云"）正式以"2567"为股票代码在港交 所主板挂牌上市。 成立于2011年的七牛云现已成为中国第三大音视频PaaS服务商，亦为中国第二大音视频APaaS服 务商。 启明创投一直把七牛云视为一家创新型科技公司，也一直这样要求团队： 客户群体可以变，市场的 需求可以变，但公司科技创新的根基不能变。 谈及对七牛云上市后的期待时，邝子平指出，IPO是七牛云发展过程中非常重要的一个"里程碑"，而 启明创投今天的判断和10多年前一样，依然坚定看好云计算在中国的发展前景。 启明创投投资团队期待七牛云在未来一段时间里除了保持其技术的先进性外，就是推出更多市场欢迎 的产品，尽快实现盈利。 值得注意的是，七牛云现已在AIGC领域做了相关的探索且有了一定的服务能力，通过大语言模型在 音视频生成、视觉识别、3D场景生成等方面均能提供高质量算法。根据艾瑞咨询的报告，七牛云是 掌握较全面AI能力的少数音视频PaaS提供商之一，亦是最早具备能力将 ...

积极践行"音视频+AI"战略。 本文为IPO早知道原创 作者｜Stone Jin 微信公众号｜ipozaozhidao 据 IPO 早 知 道 消 息 ， 七 牛 智 能 科 技 有 限 公 司 （ 以 下 简 称 " 七 牛 云 " ） 于 2024 年 10 月 16 日 正 式 以"2567"为股票代码在港交所主板挂牌上市。 积极布局 AIGC领域 并已有一定服务能力 成立于2011年的七牛云现旗下产品及服务主要分为MPaaS产品和APaaS解决方案——前者即一系 列音视频解决方案，包括加速内容分发的专有内容分发网络、存储内容的对象存储平台、可实时串流 音视频内容的互动直播产品及提供广泛的资料处理与分析功能的智媒数据分析平台；后者则基于七牛 云的MPaaS能力并利用其低代码平台的场景化音视频解决方案，主要旨在使客户仅需简易部署，即 可快速调用不同功能，实现业务目标。 根据艾瑞咨询的报告，按2023年收入计算，七牛云是中国第三大音视频PaaS服务商，市场份额为 5.8%；按2023年APaaS所得收入计算，七牛云亦是中国第二大音视频APaaS服务商，市场份额为 14.1% ，相较2 022 年的1 1.9 ...

"抖音就是从 15 秒的视频做起来的。" 文丨王与桐 编辑丨程曼褀 今年 2 月 OpenAI 发布了由视频模型 Sora 生成的视频，时长可达 60 秒并且视频内容丝滑、连贯、 逼真。 一张梗图在 Sora 发布后流传于社交媒体：Sora 是坐在宝座上的巨大神像，下面跪着一众渺小的膜拜 者，包括 Runway、Pika、SVD、PixVerse 等十多个视频生成模型或产品。 Sora 出现后，这张梗图开始流传。 "能被放在第一排，我们很高兴。" 推出 PixVerse 的爱诗科技创始人兼 CEO 王长虎说。 PixVerse 是 "膜拜者" 中唯一一个由中国公司开发的产品，网页端产品在今年 1 月上线，根据第三方 监测平台 SimilarWeb 数据，PixVerse 3 个月内达到了超过 140 万的月访问量，去年 11 月上线的 Pika 现在是超 200 万的月访问量。 做出 PixVerse 的爱诗科技由王长虎在 2023 年 4 月创立。2017 年初 ，王长虎加入字节跳动，担任 AI Lab 视觉技术负责人。作为在微软亚洲研究院学习和工作十余年的计算机视觉专家，王长虎带领 技术团队，研发了抖音、 ...

Yeahka (09923) H1 2023 Earnings Call August 24, 2023 08:00 AM ET Speaker0 Ladies and gentlemen, good day, and welcome to ECAL Limited twenty twenty three Interim Results Announcement Call. At this time, all participants are in a listen only mode. After management's prepared remarks, there will be a question and answer session. Please be advised that today's conference is being recorded. I'll now pass the call to Mr. Ben Chao, Board Secretary and General Manager of Corporate Development and Capital Markets f ...

Weimob (02013) H2 2022 Earnings Call March 30, 2023 08:00 AM ET Speaker0 Announcement can be found and downloaded from the company's Investor Relations website. This call will be conducted in Mandarin, and English simultaneous interpretation will be provided. Participants may flip the PPT on the streaming platform. Please note that this conference call may cover non IFRS metrics and refer to the company's results announcement. Joining us today on the call are Chairman of the Board and CEO, Mr. Sun Tao Young ...

SenseTime Group (00020) H2 2022 Earnings Call March 28, 2023 03:00 AM ET Speaker0 Hello, and good afternoon, everyone. Welcome to SenseTime's twenty twenty two annual results announcement. I am today's host, Michael Chan. With us today are doctor Shubi, chairman and CEO, mister Shubi, cofounder and board secretary, and Mr. Wang Zhang, our CFO. Before we begin, we would like to remind you that today's discussion may contain forward looking statements, which involve a number of risks and uncertainties. Actual ...

Financial Data and Key Metrics Changes - Total revenue reached RMB 400 million in 2022, an increase of 11.8% year on year from RMB 359 million in 2021 [22] - Gross profit increased by 26.6% year on year to RMB 1.3 billion in 2022, with gross profit margin expanding from 26.6% to 30.2% [22][23] - Adjusted EBITDA rose 73% year on year to RMB 230 million in 2022, with significant half-on-half growth of 106% in the second half [24] Business Line Data and Key Metrics Changes - Payment business GPV grew over 5% year on year to RMB 2.2 trillion, with app-based GPV increasing by 21% year on year [14][16] - In-store e-commerce GMV increased more than seven times to RMB 3.3 billion, with revenue rising 139% to over RMB 1 billion [17] - Merchant solutions gross profit margin improved from 57% in the first half to 75% in the second half of 2022 [19] Market Data and Key Metrics Changes - Active payment merchants increased to 8.1 million, with daily transactions exceeding 50 million [13] - The company maintained a leading position in the QR code payment industry, capturing over 30% market share [56] - The total GPV in January and February 2023 grew by 34.1% year on year, indicating a strong recovery in offline consumption [16] Company Strategy and Development Direction - The company aims to create value for merchants and expand its ecosystem by leveraging partnerships with local media platforms like Douyin and Kuaishou [10][20] - A focus on profitability and operational efficiency is emphasized, particularly in the in-store e-commerce segment [19] - The company is exploring overseas markets and has obtained payment licenses in Singapore, Hong Kong, and the US [16][98] Management Comments on Operating Environment and Future Outlook - Management expressed confidence in the recovery of offline consumption and provided a full-year GPV guidance of RMB 2.7 trillion to RMB 2.9 trillion for 2023 [29] - The competitive landscape is evolving, with a focus on maintaining market share and profitability amidst increasing competition [96] - The company is optimistic about achieving breakeven in the in-store e-commerce business soon [67] Other Important Information - The company has developed over 10 functions based on AI-generated content (AIGC) to enhance operational efficiency [45] - ESG ratings were highlighted, with the company scoring an industry-leading 48 on the S&P Global ESG ratings [20] Q&A Session Summary Question: Can management share more about the offline consumption recovery trend? - Management noted significant recovery in Tier 1 cities, particularly in retail and restaurant sectors, with similar trends observed in March [28] Question: What is management's view on the competition landscape in the Douyin ecosystem? - Management acknowledged the complexity of the competitive landscape and emphasized a dual model strategy to address different city tiers [32][36] Question: Can management provide insights on the applications of AIGC in the merchant solutions business? - Management detailed three applications of AIGC, including content creation for marketing and customer service automation [48][50] Question: What are the growth drivers for payment GPV in 2023? - Management identified joint merchant acquiring services with banks and partnerships with SaaS providers as key growth drivers [80] Question: How does management view the competition between Douyin and Meituan? - Management believes the competition will not negatively impact their business model due to the different approaches of the platforms [84] Question: What is the outlook for the in-store e-commerce gross margin? - Management explained that gross margin improvements were driven by accounting policy changes and increased scale [90][92]

Financial Data and Key Metrics Changes - Operating revenue reached ¥354.9 billion, an increase of 8.3% year-on-year, marking the highest growth rate since September [7] - Total profit was ¥20.6 billion, with a net profit of ¥16.7 billion, reflecting a year-on-year growth of 16.5% [8] - EBITDA reached ¥99.2 billion, a new high since the company went public [8] - Capital expenditure for the year was ¥74.2 billion, with a declining percentage of capital expenditure relative to revenue [10] Business Line Data and Key Metrics Changes - The proportion of Industrial Internet and service revenue exceeded 20% for the first time, with digital business revenue reaching a record high [8] - Revenue from the Internet of Things increased by 42%, with 860 million users for large-scale connectivity [17] - Unicom Cloud revenue reached ¥36.1 billion, up 121% year-on-year [18] - Big Data revenue grew by 58%, achieving more than 50% market share in the industry [20] Market Data and Key Metrics Changes - The company has built a total of 1.17 million 5G base stations, accounting for about 30% of the world's total [11] - The penetration rate of gigabit broadband users reached 15%, with over 100 million broadband users [17] - Coverage of Unicom Cloud increased by 300% to 170 cities [12] Company Strategy and Development Direction - The company is transforming from a traditional pipeline operator to a digital technology leader, focusing on five major business areas: big connection, big computing, big data, big application, and big security [9] - The strategy emphasizes the integration of digital technologies with the real economy, enhancing service capabilities for digital government and society [9][15] - The company aims to strengthen its digital infrastructure and improve network quality, with a focus on 5G and broadband networks [10][11] Management's Comments on Operating Environment and Future Outlook - Management highlighted the importance of adapting to the digital economy and the opportunities presented by modernization and digital revolution [15] - The company plans to increase capital expenditure to ¥76.9 billion in 2023, with a focus on computing networks and innovation-driven capacity [33] - The company is committed to enhancing its core competitiveness and maintaining sustainable growth while sharing dividends with shareholders [31][32] Other Important Information - The company has achieved significant milestones in technological innovation, with R&D spending increasing by 43% and a 50% increase in patents granted [26] - The company has established strategic collaborations with 27 provinces and 109 major enterprises, enhancing its service capabilities [28] - A final dividend of RMB0.109 per share was recommended, reflecting a 26.9% increase in total dividends for the year [32] Q&A Session Summary Question: What are the future growth prospects for China Unicom? - Management expressed confidence in the company's ability to adapt to the digital economy and emphasized the importance of innovation and transformation in driving future growth [15][33] Question: How does the company plan to enhance its competitive edge? - The company plans to increase investment in technology and strengthen its digital infrastructure to better serve the evolving needs of the market [33] Question: What are the key areas of focus for the company moving forward? - Key areas include enhancing service capabilities, expanding digital transformation efforts, and improving customer satisfaction through innovative solutions [34]