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股票大亨007
02-16
$高途(GOTU)$
加油，相信你们
股票大亨007
2023-03-06
亏欠大户
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股票大亨007
2022-11-18
$有道(DAO)$
有道这破股票，看起来就是自己玩
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21:28","market":"us","language":"zh","title":"五年亏了40多亿，网易有道转型后再交成绩单","url":"https://stock-news.laohu8.com/highlight/detail?id=2316958777","media":"山东财经头条","summary":"据了解，受双减政策落地冲击，网易有道2021年年底停止了义务教育的学术科目课后辅导服务，并开始往软硬件学习工具、素质类课程以及大学与职业课程等领域转型，形成了学习服务、智能硬件以及在线营销三大业务板块。2018年至2022年，网易有道毛利率大幅增长，五年分别为29.59%、27.75%、43.83%、49.53%、51.59%，但由于营业费用居高不下，公司一直处于亏损状态，五年分别亏损2.08亿元、6.01亿元、17.53亿元、9.95亿元、7.27亿元，累计亏损超过42亿元。","content":"<html><body><article><p>近日，<a href=\"https://laohu8.com/S/NTES\">网易</a>有道（DAO）发布Q4财报，披露2022年实现收入50.13亿元，同比增长24.84%，<span>毛利</span>25.86亿元，同比增长30.05%，归母<span>净利润</span>-7.27亿元，与2021年相比减亏2.68亿元。</p><p>据了解，受双减政策落地冲击，网易有道2021年年底停止了义务教育的学术科目课后辅导服务，并开始往软硬件学习工具、素质类课程以及大学与职业课程等领域转型，形成了学习服务、智能硬件以及在线营销三大业务板块。</p><p>2018年至2022年，网易有道毛利率大幅增长，五年分别为29.59%、27.75%、43.83%、49.53%、51.59%，但由于营业费用居高不下，公司一直处于亏损状态，五年分别亏损2.08亿元、6.01亿元、17.53亿元、9.95亿元、7.27亿元，累计亏损超过42亿元。</p><p>分析成本可见，2018年至2022年，网易有道营业费用从4.35亿元一路增至33.61亿元，主营收入则从7.31亿元增至37.57亿元，费用增速要明显高于收入增速，特别是营销费从2.13亿元增至23.28亿元，5年中增长了超过10倍。</p><p>“正常情况下，科技公司的毛利率增长，意味着产品的市场竞争力增强，对应销售费用的投入占比应该有所下降，但网易有道销售费用增速要明显高于收入，这往往反映出公司产品竞争力主要来自市场推广，而非产品自身的竞争力。”有业内人士分析认为。</p><p>记者注意到，网易有道全年收入大幅增长主要有赖于四季度的财务数据，公司第四季度的<span>销售毛利率</span>骤增至53.28%，比2021年同期高了近11个百分点，当季营业费用环比减少超过两亿元，而2021年同期仅环比下降了不足1亿元。</p><p>对此网易有道CEO周枫称，“新服务和新产品的表现，推动了公司2022年四季度净收入创历史新高，并首次实现了盈利，展望未来，我们将继续以用户为中心，利用技术和创新优势，给用户带来更多优质的教育服务和产品。”</p><p>从目前业务构成来看，2022财年，网易有道50.13亿元的<span>营业收入</span>中，有30.8亿元来自学习服务，同比增长26.3%，智能硬件收入12.6亿元，同比增长28.2%，在线营销服务净收入6.7亿元，同比增长13.2%。</p><p>虽然智能硬件保持了较高增速，但整个赛道目前已十分拥挤，除了 <a href=\"https://laohu8.com/S/02385\">读书郎</a> 、 <a href=\"https://laohu8.com/S/002251\">步步高</a> 等传统硬件企业外，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、字节跳动、 <a href=\"https://laohu8.com/S/002230\">科大讯飞</a> 、<a href=\"https://laohu8.com/S/EDU\">新东方</a>、作业帮等近年来也陆续布局教育硬件业务，在新的市场环境下，如何提升创新能力解决同质化问题是网易的一大难点。</p><p>在艾媒咨询CEO兼首席分析师张毅看来网易有道的学习机刚需解决能力相对较弱，满足用户需求能力也不足，需要加大研发创新。</p></article></body></html>","source":"tencent","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>五年亏了40多亿，网易有道转型后再交成绩单</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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五年亏了40多亿，网易有道转型后再交成绩单\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-02 21:28 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202303022138108415330c&s=b><strong>山东财经头条</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，网易有道（DAO）发布Q4财报，披露2022年实现收入50.13亿元，同比增长24.84%，毛利25.86亿元，同比增长30.05%，归母净利润-7.27亿元，与2021年相比减亏2.68亿元。据了解，受双减政策落地冲击，网易有道2021年年底停止了义务教育的学术科目课后辅导服务，并开始往软硬件学习工具、素质类课程以及大学与职业课程等领域转型，形成了学习服务、智能硬件以及在线营销三大业务板块...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202303022138108415330c&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4510":"在线教育","BK4204":"教育服务","DAO":"有道","BK4506":"内地教育股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202303022138108415330c&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2316958777","content_text":"近日，网易有道（DAO）发布Q4财报，披露2022年实现收入50.13亿元，同比增长24.84%，毛利25.86亿元，同比增长30.05%，归母净利润-7.27亿元，与2021年相比减亏2.68亿元。据了解，受双减政策落地冲击，网易有道2021年年底停止了义务教育的学术科目课后辅导服务，并开始往软硬件学习工具、素质类课程以及大学与职业课程等领域转型，形成了学习服务、智能硬件以及在线营销三大业务板块。2018年至2022年，网易有道毛利率大幅增长，五年分别为29.59%、27.75%、43.83%、49.53%、51.59%，但由于营业费用居高不下，公司一直处于亏损状态，五年分别亏损2.08亿元、6.01亿元、17.53亿元、9.95亿元、7.27亿元，累计亏损超过42亿元。分析成本可见，2018年至2022年，网易有道营业费用从4.35亿元一路增至33.61亿元，主营收入则从7.31亿元增至37.57亿元，费用增速要明显高于收入增速，特别是营销费从2.13亿元增至23.28亿元，5年中增长了超过10倍。“正常情况下，科技公司的毛利率增长，意味着产品的市场竞争力增强，对应销售费用的投入占比应该有所下降，但网易有道销售费用增速要明显高于收入，这往往反映出公司产品竞争力主要来自市场推广，而非产品自身的竞争力。”有业内人士分析认为。记者注意到，网易有道全年收入大幅增长主要有赖于四季度的财务数据，公司第四季度的销售毛利率骤增至53.28%，比2021年同期高了近11个百分点，当季营业费用环比减少超过两亿元，而2021年同期仅环比下降了不足1亿元。对此网易有道CEO周枫称，“新服务和新产品的表现，推动了公司2022年四季度净收入创历史新高，并首次实现了盈利，展望未来，我们将继续以用户为中心，利用技术和创新优势，给用户带来更多优质的教育服务和产品。”从目前业务构成来看，2022财年，网易有道50.13亿元的营业收入中，有30.8亿元来自学习服务，同比增长26.3%，智能硬件收入12.6亿元，同比增长28.2%，在线营销服务净收入6.7亿元，同比增长13.2%。虽然智能硬件保持了较高增速，但整个赛道目前已十分拥挤，除了 读书郎 、 步步高 等传统硬件企业外，阿里巴巴、字节跳动、 科大讯飞 、新东方、作业帮等近年来也陆续布局教育硬件业务，在新的市场环境下，如何提升创新能力解决同质化问题是网易的一大难点。在艾媒咨询CEO兼首席分析师张毅看来网易有道的学习机刚需解决能力相对较弱，满足用户需求能力也不足，需要加大研发创新。","news_type":1},"isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
