看多美股投资人
2021-09-15
就一个花旗看多,你还弄个各大行,各大行在哪了,没事你忽悠什么,
容联云(RAAS.US):“CC+CRM+SCRM”闭环生态渐成型,获各大行提升目标价
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
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绝对要买
2021-09-27
绝对要买
现在老虎吹那家中概 就千万不要买
风铃泡泡
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风铃泡泡
:
你看咱这眼光,老虎现在废了吧!
风铃泡泡
:
老虎自己都自身难保了
什么也没有了~
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color=\"#ff0000\"><b>从CPaaS到聚焦CC及UC&C</b></font></p><p><span>公司以云计算的方式,为企业客户提供通讯方面的</span><span>PaaS</span><span>和</span><span>SaaS</span><span>服务,主要业务板块包括</span><span>CPaaS</span><span>通讯能力(语音、短信等)、</span><span>CC</span><span>(<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>云客服与云联络中心)和</span><span>UC&C</span><span>(</span><span>IM</span><span>及企业移动门户、双录、视觉智能)。</span></p><p><span>中国云通信市场正在黄金发展期,渗透率正在快速提高,尤其是</span><span>CC</span><span>和</span><span>UC&C</span><span>赛道的增速十分突出。根据</span><span>CIC</span><span>数据显示,</span><span>2019</span><span>年中国云通信市场规模达</span><span>357</span><span>亿元,</span><span>2015</span><span>年</span><span>-2019</span><span>年间的</span><span>CAGR</span><span>达</span><span>21.7%</span><span>。预计</span><span>2019</span><span>至</span><span>2024</span><span>年云通信市场规模的</span><span>CAGR</span><span>将达</span><span>23.3%</span><span>,并突破千亿规模。其中,</span><span>2019</span><span>年</span><span>-2024</span><span>年,云客服</span><span>CC</span><span>市场规模的</span><span>CAGR</span><span>达</span><span>34.1%</span><span>,音视频通信</span><span>UC&C</span><span>业务的</span><span>CAGR</span><span>达</span><span>34.1%</span><span>,这两个市场已度过培育期,正在迎来高速成长期,能把握行业机遇的玩家,有望得到高成长性作为回报。</span></p><p><span><a href=\"https://laohu8.com/S/600030\">中信证券</a>指出,公司未来发力点着重在智能云客服与云联络中心(</span><span>CC</span><span>)业务,提供</span><span> All in One </span><span>全渠道智能联络中心。从财务数据来看,</span><span>2018</span><span>年</span><span>-2020</span><span>年</span><span>CC</span><span>业务在的收入的</span><span>CAGR</span><span>达</span><span>37.5%</span><span>,</span><span>2021</span><span>年一、二季度成长再提速,收入同比增长分别高达</span><span>63.4%/</span><span>高达</span><span>105.11%</span><span>。。<a href=\"https://laohu8.com/S/06030\">中信证券</a>指出,</span><span>2021</span><span>年第一季度容联云的</span><span>CC</span><span>和</span><span>UC&C</span><span>业务的总收入</span><span>1.022</span><span>亿元首次超过</span><span>CPaaS</span><span>业务的收入</span><span>1.017</span><span>亿元。这或能说明,</span><b>CC和UC&C业务已经替代CPaaS,成为容联云更强劲的成长引擎。</b></p><p>这是一个值得投资者注意的关键性改变。容联云除了会获得更高收入增速外,还会迎来更高的盈利水平。</p><p><b>财务数据亦可印证此趋势下——公司的毛利率持续提升。</b>这是由于云CC业务和云UC&C业务的毛利率,远高于CPaaS解决方案。CPaaS受制于移动网络运营商的电信资源成本较高,而CC业务与UC&C业务具备高标准化与高议价能力。2020年云CC业务毛利率/云UC&C业务的毛利率分别为55.8%/45.4%,高出CPaaS业务26.9/16.5个百分点。</p><p><a href=\"https://laohu8.com/S/601066\">中信建投</a>预计,未来两年中这两个业务会有望保持40%以上的增速。而随着高毛利率业务占比的持续提升,公司整体盈利水平也会持续提升。</p><p><font color=\"#ff0000\"><b>二、两个新增长点:</b></font></p><p><font color=\"#ff0000\"><b>CC+CRM+SCRM闭环逐步成型,以及“出海”布局加速</b></font><span> </span></p><p>具体来看,容联云迎来两个新的增长点。</p><p><b>第一个增长点,是云CC业务增加CRM和SCRM的内涵。</b></p><p>中信证券指出,容联云依靠“内生式增长+外延式扩张”战略,打造了企业 SCRM-CC-CRM 闭环。首先,容联云进行内生品牌升级,拓展业务版图。早前,公司推出了自己的品牌“聚客”SCRM, 为企业提供营销+获客+转化的全链路式服务。2021 年 6 月,公司正式完成从 “容联云通讯”到“容联云”的品牌升级,旗下业务包含新营销服务云、产业数字云以及政企智能云三大板块。</p><p>此外,公司于2021年3月收购了领先的CRM软件提供商EliteCRM的全部股权。容联云与EliteCRM在产品、市场、渠道等层面可深度融合,共同打造串联企业生产管理、市场营销、运营服务的全生命周期SaaS产品,输出高效的场景化智能云通讯解决方案,助力政府、企业等组织机构数字化改造升级。中信建投指出,当前容联云与EliteCRM的整合在产品层面基本完成,并已经收到良好的整合效果。中信证券亦评价双方的整合,搭建了业务互补,通过建立多样化的产品关联,\n提高企业从流量到线索再到成单的转换率。</p><p>CC业务迎来客户基数的提升。银行、券商和汽车金融等高价值领域的客户增长十分可观。容联云加速与<a href=\"https://laohu8.com/S/00700\">腾讯</a>合作,CC产品上架腾讯云“联合开发产品”,UC&C还将与腾讯云一起探索新客户。第三季度,七陌云还即将发布与企业微信客服入口对接的新产品。</p><p>在多因素推动下,CC业务在二季度单季度的收入首次突破1亿元,展现出强劲的增长势头。</p><p><b>第二个增长点是,容联云已成为国际品牌,全球市场份额持续提升,“出海”布局逐渐成形。</b>今年7月,2021世界人工智能大会(“WAIC 2021”)开启。容联云作为大会的合作伙伴,在大会上正式发布赋能企业智能化营销、运营、管理的“容犀<a href=\"https://laohu8.com/S/300024\">机器人</a>”,全面展示覆盖客户全生命周期的 CC 解决方案。此外,根据中信证券,公司已加速海外市场开拓,开启马来西亚以及菲律宾市场的落地业务, 并在已开发的日本市场中,基于CC 叠加 CRM 以及 CPaaS等业务扩大市场规模。</p><p>根据<a href=\"https://laohu8.com/S/C\">花旗</a>,预计第三季度容联云的营收达2.75-2.78亿元人民币,同比增长44-45%。</p><p>大行卖方分析师一致性看多,能从侧面证明,容联云步入的成长新阶段,得到资本市场的看好。笔者认为,容联云与美国云通信领导者Twilio相似度较高。从Twilio的成长路径来看,其亦是先立足于CPaaS,后推出Twilio Flex云联络中心和营销活动解决方案。在此阶段,Twilio行驶在成长的快车道,伴随着股价的迅速抬升。因此笔者认为,容联云的后市表现,值得期待。</p></body></html>","source":"stock_gelonghui","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>容联云(RAAS.US):“CC+CRM+SCRM”闭环生态渐成型,获各大行提升目标价</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n容联云(RAAS.US):“CC+CRM+SCRM”闭环生态渐成型,获各大行提升目标价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-13 17:07 北京时间 <a href=https://www.gelonghui.com/news/detail.html?id=613975><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期,多个大行更新了容联云的跟踪报告。在报告中,大行纷纷上调了目标价,并皆给予买入评级。一直以来,容联云身上“标签”众多。容联云既是中国SaaS企业赴美上市第一股,又是中国最大的多业务云通讯服务商。因其兼具稀缺性与领先优势,一直备受资本市场关注,这也是其获得多家大行覆盖的原因。而当前大行对于目标价的调整,是否说明基本面在产生较大变化,因此并带来价值重估?我们一起来看看。 一、一个关键的结构升级:从...</p>\n\n<a href=\"https://www.gelonghui.com/news/detail.html?id=613975\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1c0bfebcb37e1240d16377a06ed99d55","relate_stocks":{},"source_url":"https://www.gelonghui.com/news/detail.html?id=613975","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2167030077","content_text":"近期,多个大行更新了容联云的跟踪报告。在报告中,大行纷纷上调了目标价,并皆给予买入评级。一直以来,容联云身上“标签”众多。容联云既是中国SaaS企业赴美上市第一股,又是中国最大的多业务云通讯服务商。因其兼具稀缺性与领先优势,一直备受资本市场关注,这也是其获得多家大行覆盖的原因。而当前大行对于目标价的调整,是否说明基本面在产生较大变化,因此并带来价值重估?我们一起来看看。 一、一个关键的结构升级:从CPaaS到聚焦CC及UC&C公司以云计算的方式,为企业客户提供通讯方面的PaaS和SaaS服务,主要业务板块包括CPaaS通讯能力(语音、短信等)、CC(智能云客服与云联络中心)和UC&C(IM及企业移动门户、双录、视觉智能)。中国云通信市场正在黄金发展期,渗透率正在快速提高,尤其是CC和UC&C赛道的增速十分突出。根据CIC数据显示,2019年中国云通信市场规模达357亿元,2015年-2019年间的CAGR达21.7%。预计2019至2024年云通信市场规模的CAGR将达23.3%,并突破千亿规模。其中,2019年-2024年,云客服CC市场规模的CAGR达34.1%,音视频通信UC&C业务的CAGR达34.1%,这两个市场已度过培育期,正在迎来高速成长期,能把握行业机遇的玩家,有望得到高成长性作为回报。中信证券指出,公司未来发力点着重在智能云客服与云联络中心(CC)业务,提供 All in One 全渠道智能联络中心。从财务数据来看,2018年-2020年CC业务在的收入的CAGR达37.5%,2021年一、二季度成长再提速,收入同比增长分别高达63.4%/高达105.11%。。中信证券指出,2021年第一季度容联云的CC和UC&C业务的总收入1.022亿元首次超过CPaaS业务的收入1.017亿元。这或能说明,CC和UC&C业务已经替代CPaaS,成为容联云更强劲的成长引擎。这是一个值得投资者注意的关键性改变。容联云除了会获得更高收入增速外,还会迎来更高的盈利水平。财务数据亦可印证此趋势下——公司的毛利率持续提升。这是由于云CC业务和云UC&C业务的毛利率,远高于CPaaS解决方案。CPaaS受制于移动网络运营商的电信资源成本较高,而CC业务与UC&C业务具备高标准化与高议价能力。2020年云CC业务毛利率/云UC&C业务的毛利率分别为55.8%/45.4%,高出CPaaS业务26.9/16.5个百分点。中信建投预计,未来两年中这两个业务会有望保持40%以上的增速。而随着高毛利率业务占比的持续提升,公司整体盈利水平也会持续提升。二、两个新增长点:CC+CRM+SCRM闭环逐步成型,以及“出海”布局加速 具体来看,容联云迎来两个新的增长点。第一个增长点,是云CC业务增加CRM和SCRM的内涵。中信证券指出,容联云依靠“内生式增长+外延式扩张”战略,打造了企业 SCRM-CC-CRM 闭环。首先,容联云进行内生品牌升级,拓展业务版图。早前,公司推出了自己的品牌“聚客”SCRM, 为企业提供营销+获客+转化的全链路式服务。2021 年 6 月,公司正式完成从 “容联云通讯”到“容联云”的品牌升级,旗下业务包含新营销服务云、产业数字云以及政企智能云三大板块。此外,公司于2021年3月收购了领先的CRM软件提供商EliteCRM的全部股权。容联云与EliteCRM在产品、市场、渠道等层面可深度融合,共同打造串联企业生产管理、市场营销、运营服务的全生命周期SaaS产品,输出高效的场景化智能云通讯解决方案,助力政府、企业等组织机构数字化改造升级。中信建投指出,当前容联云与EliteCRM的整合在产品层面基本完成,并已经收到良好的整合效果。中信证券亦评价双方的整合,搭建了业务互补,通过建立多样化的产品关联,\n提高企业从流量到线索再到成单的转换率。CC业务迎来客户基数的提升。银行、券商和汽车金融等高价值领域的客户增长十分可观。容联云加速与腾讯合作,CC产品上架腾讯云“联合开发产品”,UC&C还将与腾讯云一起探索新客户。第三季度,七陌云还即将发布与企业微信客服入口对接的新产品。在多因素推动下,CC业务在二季度单季度的收入首次突破1亿元,展现出强劲的增长势头。第二个增长点是,容联云已成为国际品牌,全球市场份额持续提升,“出海”布局逐渐成形。今年7月,2021世界人工智能大会(“WAIC 2021”)开启。容联云作为大会的合作伙伴,在大会上正式发布赋能企业智能化营销、运营、管理的“容犀机器人”,全面展示覆盖客户全生命周期的 CC 解决方案。此外,根据中信证券,公司已加速海外市场开拓,开启马来西亚以及菲律宾市场的落地业务, 并在已开发的日本市场中,基于CC 叠加 CRM 以及 CPaaS等业务扩大市场规模。根据花旗,预计第三季度容联云的营收达2.75-2.78亿元人民币,同比增长44-45%。大行卖方分析师一致性看多,能从侧面证明,容联云步入的成长新阶段,得到资本市场的看好。笔者认为,容联云与美国云通信领导者Twilio相似度较高。从Twilio的成长路径来看,其亦是先立足于CPaaS,后推出Twilio Flex云联络中心和营销活动解决方案。在此阶段,Twilio行驶在成长的快车道,伴随着股价的迅速抬升。因此笔者认为,容联云的后市表现,值得期待。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3115,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["C"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":58,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":6013423,"commentId":"6013423","gmtCreate":1632739587925,"gmtModify":1632739587925,"authorId":3479988266228616,"author":{"id":3479988266228616,"idStr":"3479988266228616","authorId":3479988266228616,"name":"绝对要买","avatar":"https://static.tigerbbs.com/fc5c98d20cfc9bf024c3ebcca03591c5","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":882212743,"objectIdStr":"882212743","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"现在老虎吹那家中概 就千万不要买","text":"现在老虎吹那家中概 就千万不要买","html":"现在老虎吹那家中概 就千万不要买","likeSize":0,"commentSize":2,"subComments":[{"id":7251126,"commentId":"7251126","gmtCreate":1645125053544,"gmtModify":1645125053544,"authorId":3553424400895911,"author":{"id":3553424400895911,"idStr":"3553424400895911","authorId":3553424400895911,"name":"风铃泡泡","avatar":"https://static.tigerbbs.com/7cea9b8a2671ca7e510e77d94b3dd8ff","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.01.11","exceedPercentage":"80.43%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":1,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":3553424400895911,"repliedAuthor":{"id":3553424400895911,"idStr":"3553424400895911","authorId":3553424400895911,"name":"风铃泡泡","avatar":"https://static.tigerbbs.com/7cea9b8a2671ca7e510e77d94b3dd8ff","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.01.11","exceedPercentage":"80.43%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":1,"crmLevelSwitch":1,"individualDisplayBadges":[]},"objectId":882212743,"objectIdStr":"882212743","type":1,"supId":6013423,"supIdStr":"6013423","prevId":6803757,"prevIdStr":"6803757","content":"你看咱这眼光,老虎现在废了吧!","text":"你看咱这眼光,老虎现在废了吧!","html":"你看咱这眼光,老虎现在废了吧!"},{"id":6803757,"commentId":"6803757","gmtCreate":1638393912778,"gmtModify":1638393912778,"authorId":3553424400895911,"author":{"id":3553424400895911,"idStr":"3553424400895911","authorId":3553424400895911,"name":"风铃泡泡","avatar":"https://static.tigerbbs.com/7cea9b8a2671ca7e510e77d94b3dd8ff","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.01.11","exceedPercentage":"80.43%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":1,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":882212743,"objectIdStr":"882212743","type":1,"supId":6013423,"supIdStr":"6013423","prevId":0,"prevIdStr":"0","content":"老虎自己都自身难保了","text":"老虎自己都自身难保了","html":"老虎自己都自身难保了"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/882212743"}
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