麻烦韭菜放多一点的个人主页 - 老虎社区

麻烦韭菜放多一点

麻烦韭菜放多一点

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麻烦韭菜放多一点

2021-11-05

$Root, Inc.(ROOT)$ER coming soon, what is your thought?

麻烦韭菜放多一点

2021-08-25

$Meta Materials Inc.(MMAT)$反弹吧

麻烦韭菜放多一点

2021-07-26

$Gaotu Techedu Inc.(GOTU)$这是底了吗？[Surprised]

麻烦韭菜放多一点

2021-07-24

$Iterum Therapeutics Plc(ITRM)$这孩子不是25号有消息吗？

麻烦韭菜放多一点

2021-07-21

$Aprea Therapeutics, Inc.(APRE)$上啊，别停[Observation]

麻烦韭菜放多一点

2021-07-12

$Stamps.com(STMP)$感觉可以空了[Happy]

麻烦韭菜放多一点

2021-06-30

$1847 Goedeker(GOED)$耐心，跌了再进过

麻烦韭菜放多一点

2021-06-25

$WP Glimcher(WPG)$上到5，我就满足了[Bless] [Bless] [Bless]

麻烦韭菜放多一点

2021-06-15

$DPW Holdings, Inc.(DPW)$怎么就涨了？[惊讶]

麻烦韭菜放多一点

2021-06-14

$Farmmi, Inc.(FAMI)$这价位可以进吗？好挣扎[暗中观察]

麻烦韭菜放多一点

2021-06-12

$GRAYBUG VISION, INC.(GRAY)$昨晚忘记卖了，唉呀[笑哭] [笑哭] [笑哭]

麻烦韭菜放多一点

2021-06-10

$Clover Health Corp(CLOV)$要进场吗？[笑哭] [笑哭] [笑哭]

麻烦韭菜放多一点

2021-03-20

买吧

抱歉，原内容已删除

麻烦韭菜放多一点

2021-03-19

没买到[笑哭]

抱歉，原内容已删除

麻烦韭菜放多一点

2021-02-18

好，请帮忙小弟给个赞

抱歉，原内容已删除

麻烦韭菜放多一点

2021-02-17

$岁宝百货(00312)$你们看到多少？[财迷] [财迷] [财迷]

麻烦韭菜放多一点

2021-02-13

$Senseonics(SENS)$下个星期有没有肉吃就靠你了，兄弟[真香] [真香] [真香]

麻烦韭菜放多一点

2021-02-09

$Histogen Inc.(HSTO)$hold着啊

麻烦韭菜放多一点

2021-02-08

$Healthier Choices Management Corp.(HCMC)$这个delay是什么意思？

麻烦韭菜放多一点

2021-02-06

$Lipocine(LPCN)$这家伙还有得救吗？

去老虎APP查看更多动态

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Plc(ITRM)$这孩子不是25号有消息吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174310808","isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":176119669,"gmtCreate":1626870854051,"gmtModify":1631888970455,"author":{"id":"3559612189770407","authorId":"3559612189770407","name":"麻烦韭菜放多一点","avatar":"https://static.tigerbbs.com/8f037f2565bfeef5a40891a196953a98","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/APRE\">$Aprea Therapeutics, Inc.(APRE)$</a>上啊，别停[Observation]&nbsp;","listText":"<a href=\"https://laohu8.com/S/APRE\">$Aprea Therapeutics, Inc.(APRE)$</a>上啊，别停[Observation]&nbsp;","text":"$Aprea Therapeutics, 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Goedeker(GOED)$耐心，跌了再进过","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/153139649","isVote":1,"tweetType":1,"viewCount":975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":122801929,"gmtCreate":1624608589161,"gmtModify":1631889622941,"author":{"id":"3559612189770407","authorId":"3559612189770407","name":"麻烦韭菜放多一点","avatar":"https://static.tigerbbs.com/8f037f2565bfeef5a40891a196953a98","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WPG\">$WP Glimcher(WPG)$</a>上到5，我就满足了[Bless]&nbsp;[Bless]&nbsp;[Bless]&nbsp;","listText":"<a href=\"https://laohu8.com/S/WPG\">$WP Glimcher(WPG)$</a>上到5，我就满足了[Bless]&nbsp;[Bless]&nbsp;[Bless]&nbsp;","text":"$WP Glimcher(WPG)$上到5，我就满足了[Bless] [Bless] [Bless]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122801929","isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":160938939,"gmtCreate":1623768676521,"gmtModify":1631888515369,"author":{"id":"3559612189770407","authorId":"3559612189770407","name":"麻烦韭菜放多一点","avatar":"https://static.tigerbbs.com/8f037f2565bfeef5a40891a196953a98","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DPW\">$DPW Holdings, Inc.(DPW)$</a>怎么就涨了？[惊讶]&nbsp;","listText":"<a href=\"https://laohu8.com/S/DPW\">$DPW Holdings, Inc.(DPW)$</a>怎么就涨了？[惊讶]&nbsp;","text":"$DPW Holdings, 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[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/188253062","isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350248215,"gmtCreate":1616217884637,"gmtModify":1631889968578,"author":{"id":"3559612189770407","authorId":"3559612189770407","name":"麻烦韭菜放多一点","avatar":"https://static.tigerbbs.com/8f037f2565bfeef5a40891a196953a98","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"买吧","listText":"买吧","text":"买吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350248215","repostId":"1186705852","repostType":4,"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327514120,"gmtCreate":1616109881260,"gmtModify":1631889968578,"author":{"id":"3559612189770407","authorId":"3559612189770407","name":"麻烦韭菜放多一点","avatar":"https://static.tigerbbs.com/8f037f2565bfeef5a40891a196953a98","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"没买到[笑哭]&nbsp;","listText":"没买到[笑哭]&nbsp;","text":"没买到[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327514120","repostId":"1175135367","repostType":4,"repost":{"id":"1175135367","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1616084705,"share":"https://www.laohu8.com/m/news/1175135367?lang=&edition=full","pubTime":"2021-03-19 00:25","market":"us","language":"zh","title":"IoT云平台涂鸦智能登陆纽交所，首挂高开超28%","url":"https://stock-news.laohu8.com/highlight/detail?id=1175135367","media":"老虎资讯综合","summary":"3月18日，IoT云平台涂鸦智能正式在纽交所挂牌上市，开盘涨超28%，报27美元，市值151.1亿美元。老虎证券为本次涂鸦智能承销团队中唯一的互联网投行，贡献共计18.5亿美元订单，认购客户近5.8万","content":"<p>3月18日，IoT云平台涂鸦智能正式在纽交所挂牌上市，开盘涨超28%，报27美元，市值151.1亿美元。老虎证券为本次涂鸦智能承销团队中唯一的互联网投行，贡献共计18.5亿美元订单，认购客户近5.8万人次，凸显出其强大的订单认购实力。从订单比例来看，零售订单占比依旧突出，展现出老虎平台用户对新经济企业的高关注度和高接受度。</p>\n<p><img src=\"https://static.tigerbbs.com/1a278534bdfeba8a543409acadb2ec91\" tg-width=\"1080\" tg-height=\"2249\"></p>\n<p><img src=\"https://static.tigerbbs.com/1ac508d9d4a0611a79fca73710fa19a1\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"></p>\n<p>涂鸦智能IPO价格定为21美元，高于指导区间(17-20美元)，代码为“TUYA”。在本次IPO中，涂鸦智能将发售4359万股ADS（美国存托股），预计将筹集9.15亿美元。</p>\n<p><b>涂鸦智能，冲出巨头重围？</b></p>\n<p>在阿里、京东、百度等互联网巨头相继回港二次上市，在众多科技企业在国内登陆科创版、创业板时，中资企业赴美上市再度迎来热潮。</p>\n<p>据不完全统计，2021年前两个月国内赴美上市企业已有包括容联云、雾兴科技等13家企业。</p>\n<p>作为爆火的物联网赛道中被众多资本看好的独角兽企业，涂鸦智能也于今日在美敲钟上市。</p>\n<p>纽交所钟声响起，造富神话继续……</p>\n<p>此时，很多人也想看看，万亿物联网赛道能否冲出一位“新巨头”？</p>\n<p><b>1、</b><b><b>涂鸦智能的成人礼</b></b></p>\n<p>3月18日晚，涂鸦智能高管、投资人、合作伙伴，甚至连杭州市长都亲自赶赴到杭州黄龙饭店，来见证涂鸦智能在美上市云敲钟仪式。</p>\n<p><img src=\"https://static.tigerbbs.com/b5ed48ea6a3e3cf8f3367f617e10ec4c\" tg-width=\"740\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p>\n<p>在敲钟之前，涂鸦智能创始人兼总裁陈燎罕、涂鸦智能高级副总裁兼CFO刘尧接受了媒体采访，揭秘了涂鸦智能的在这一上市过程中的思考和计划。</p>\n<p>问：<b>中概股回归是当下趋势，涂鸦为什么会选择在美上市？</b></p>\n<p>刘尧：关于我们选择美股主要是出于两个考虑：</p>\n<ul>\n <li><p>第一，涂鸦是一个全球性企业，我们支持的客户是遍布全球的品牌、工厂、渠道商及运营商，在美股上市考虑到客户的base；</p></li>\n <li><p>第二，我们是一个云厂商，在美股市场上有一大批成熟的、专注于投资科技类云企业的投资人，他们对云企业理解比较深刻。</p></li>\n</ul>\n<p>问：<b>在和美股投资人介绍涂鸦时用的是怎样的概念？</b></p>\n<p>刘尧：投资人认为涂鸦是一个基础设施类云公司，我们是为整个IoT行业提供类似、水、电这样的基础服务。</p>\n<p>问：<b>招股书显示我们近两年都处于一个亏损状态，未来有怎样的改善措施？</b></p>\n<p>刘尧：从历史来看，科技类公司在上市前或早期时候亏损其实是比较常见的，因为我们需要投入大量的研发来开拓出真正有高价值的产品，尤其像我们进入这个领域它是全新的，所以产品的沉淀需要一个比较长的时间来摸索，但是我们的亏损其实是在迅速收窄的。</p>\n<p>上市后我们会继续重投入在研发、做好产品，为客户提供最好的服务，同时我们也会比较有纪律性的管控我们的现金流。所以我觉得亏损也很有可能会继续，但会慢慢收窄。</p>\n<p>问：<b>涂鸦目前有很多收入来自海外，未来打算如何发展中国业务。</b></p>\n<p>陈燎罕：早期，特别是2015年-2016年，我们发现智能化开始在海外大规模的渗透，所以其实我们当时的市场聚焦在海外，从北美开始，然后到欧洲、东南亚、澳大利亚、日本，这样一个发展轨迹。</p>\n<p>从2017年开始，我们发现中国的IoT市场起来了，所以我们又专门成立了一个团队来经营我们整个中国市场。</p>\n<p>我们看到，其实中国市场是一个有非常大潜力的市场，所以虽然我们今天在海外投资占比更高一些，但我们发现中国市场的发展潜力非常大，我们也会为中国制造业品牌提供智能化的服务能力，我们会花很多资源深耕中国市场。</p>\n<p>问：<b>当前阶段的智能化对制造业的意义何在？</b></p>\n<p>陈燎罕：以照明产业为例，一个普通的球炮灯目前的售价是0.4美金，一旦它被智能化后，它的售价会迅速提升到两美金以上，所以其实智能化对整个产业的产值提升超过了10倍，这就是智能化对于这个行业带来的魅力。</p>\n<p><b>2、</b><b><b>阿里渊源：被收购，再创业</b></b></p>\n<p>说起涂鸦智能，不得不提的是总部同在杭州的一家互联网巨头，阿里。</p>\n<p>2009年，阿里组织架构调整，成立阿里云，马云当时即称“阿里云将是阿里的下一个十年”，并调来时任阿里CTO的王坚博士亲自带队，彼时阿里云也迎来了第一任总经理，花名御灵。</p>\n<p>御灵本名王学集，坊间流传是一位学霸少年，进入阿里之前，曾在大学期间与同窗好友一起在2003年创办了PHPWind论坛。</p>\n<p>PHPWind是一款社区开源系统，主要业务是帮助版主和站长建立自己的论坛。当年，国内还有另一个主流社区开源系统，Discuz，这两大系统见证了国内互联网的兴起与觉醒，也构建起了那个趣味横生的BBS时代。</p>\n<p>在当时论坛大战中，腾讯在2010年收购了Discuz，并与QQ账号进行了打通，一个QQ号可以登录各大论坛，一时间各大论坛涌入大量QQ大军；阿里早腾讯两年、在2008年收购了PHPWind，王学集和他的团队一起走进了阿里，并在次年随PHPWind成为阿里云第一个业务团队。</p>\n<p>2014年9月19日，阿里在纽交所挂牌上市；这一年，阿里云服务的用户已经覆盖了全世界200个国家；也是在这一年，王学集走出阿里再次创业，成立了涂鸦智能。</p>\n<p><img src=\"https://static.tigerbbs.com/4d32c71c334938c21381fd7521ecfbda\" tg-width=\"645\" tg-height=\"302\" referrerpolicy=\"no-referrer\"></p>\n<p>当时，一同出走创业的还有陈燎罕、林耀纳、周瑞鑫等从PHPWind一同进入阿里的原班人马。</p>\n<p><b>3、</b><b><b>涂鸦往事：花了一年半，才有了第一个客户</b></b></p>\n<p>2014年，物联网概念在国内尚处于风起云涌的前夜，在国外已经成形、风靡。</p>\n<p>正因如此，<b>成立之初的涂鸦智能将业务重心放在了海外。</b></p>\n<p>对此，陈燎罕也详细介绍了创始团队在创业之初对IoT市场的认知：</p>\n<p>2015年，海外市场、特别是北美市场消费者对于智能产品的认知和接受度其实是高于国内的。客户在哪里，我们就往哪里去做。</p>\n<p>2014年在北美就已经出现了亚马逊的Alexa和谷歌的Google Home等智能音箱产品，这类产品推动了消费者对于购买智能设备的热情，因为购买语音音箱后，用户就希望能够让家里大量的设备能够连接到语音音箱中，能够进行更好地交互和体验，这也是涂鸦看到的机会，涂鸦在其中就扮演了帮助海外品牌能够连接到不同品牌的语音音箱，这也是为什么这几年涂鸦在海外发展迅速的原因。</p>\n<p>在当时，涂鸦智能究竟想要做一个怎样的产品呢？</p>\n<blockquote>\n <b>我们一开始只是想尝试性的用智能技术打造一些创新性产品，这个产品可能是电脑、手机之外的第三个设备，也有可能是一个平台。</b>\n</blockquote>\n<p>这是王学集创立涂鸦智能最初的想法。</p>\n<p>这里说的智能技术其实就是云计算、大数据、物联网这些团队已有长期积累的技术。通过这些技术，涂鸦智能在2015年试水做了第一款产品，爱相机（Airtake）。</p>\n<p>Airtake并不是一款硬件，而是一款「集成了云服务的相机App」，这款产品主要是为了解决当时手机、相机拍照云存储问题，涂鸦智能随后也推出了一款「植入WiFi功能的SD卡」与Airtake配合应用，使得传统相机或手机拍的照片自动上传到云端相册、本地只保留压缩图片（占用空间为原图的1/6）。</p>\n<p><img src=\"https://static.tigerbbs.com/5cff693416a4d203aa1bbabf17865ddf\" tg-width=\"740\" tg-height=\"263\" referrerpolicy=\"no-referrer\"></p>\n<p>Airtake是一款较早利用云技术解决日常实用性问题的软件，虽然最终没能成为电脑、手机后用户手中第三顺位设备，却清晰地展现了<b>涂鸦智能的基本商业模式——硬件+软件+云服务。</b></p>\n<p>在涂鸦智能的商业模式中，硬件指的是联网模组（也称IoT模组、云模组），目前有包括Wi-Fi模组、蓝牙模组、Zigbee模组等多类模组方案，通过将这些模组嵌入到设备中，实现设备联网和二次开发。软件和云服务指的则是基于IoT云平台提供的PaaS、SaaS服务。</p>\n<p>从涂鸦智能赴美上市招股书中也可以看到，目前涂鸦智能主要业务包括四块：</p>\n<ul>\n <li><p><b>IoT PaaS。</b>提供基于云、物联网、边缘计算等技术的解决方案，具体表现在硬件产品上，正是联网模组，通过嵌入联网模组实现设备联网，再将联网设备连接到涂鸦智能的IoT云平台上，最终实现传统产品到具有边缘计算、存储、联网能力的IoT产品的转换和设备的智能管理。</p></li>\n <li><p><b>IoT SaaS。</b>为诸如酒店、地产等垂直行业提供行业SaaS。企业运用这些SaaS方案可以实现智能设备的管理和运维。</p></li>\n <li><p><b>智能设备分销。</b>为品牌厂商和系统集成商提供部署了涂鸦智能IoT PaaS的OEM合作伙伴的智能设备。</p></li>\n <li><p><b>其他增值云服务。</b>面向企业客户提供诸如人工智能虚拟助手、大数据分析等增值服务，面向涂鸦智能的设备用户提供诸如数据存储、消息推送、内容服务等。</p></li>\n</ul>\n<p>其中，IoT PaaS是涂鸦智能的核心业务，涂鸦智能目前大部分收入来自于IoT PaaS（注：2019年、2020年的收入占比分别为72.2%、84.3%）。截止2020年12月31日，涂鸦智能有3296个IoT PaaS客户，来自188个大客户的收入占到了87%的IoT PaaS收入。</p>\n<p>2019年，涂鸦智能营收达到1.06亿美元。</p>\n<p>五年时间里，涂鸦智能将营收从0做到了1亿美元，增速可观。</p>\n<p>然而，为设备嵌入联网模组、让设备能够上网这件事儿，中间的利害关系复杂，并没有想象的那么简单。</p>\n<p>就在涂鸦智能拉队伍创业时，远在北京的小米也开启了物联网项目。当时作为小米IoT项目负责人的高自光在与家电厂商沟通过程中发现：</p>\n<blockquote>\n 大企业大多希望开发自有模组，而不是采用别人的标准（模组）。\n</blockquote>\n<p>小米团队花了近一年时间和各大家电厂商商谈合作事宜无果后，最终不得不将自己的IoT模组应用到小米生态链企业产品中，智米的空气净化器成了小米首款IoT产品。</p>\n<p>要做IoT to B业务的涂鸦智能同样要面临这一问题。</p>\n<p>作为一家创业企业，即使团队有大厂背景，要从0开展To B业务，也难免碰壁。</p>\n<p>王学集此前在接受《温州商报》采访时曾表示，“<b>我们花了一年半时间，让最初的100个客户认识“TUYA”，才有第一个客户选择了我们。</b>”</p>\n<p>对此，陈燎罕也颇有感触：</p>\n<blockquote>\n 一年半的时间才有第一个客户，我们当时也会对自己产生质疑：我们的方向是不是选错了，我们进入赛道是不是进早了……，会有非常多的思考，但最后我们还是坚持下来了。\n</blockquote>\n<p><b>4、</b><b><b>金主&amp;拥趸：谁在重仓涂鸦？</b></b></p>\n<p>2020年，涂鸦智能营收增长了70%，达到1.8亿美元。</p>\n<p>然而，<b>在这样漂亮的业绩下，潜藏的却是这一行业营收的困顿。</b></p>\n<p>据涂鸦智能招股书中数据显示，在2019年和2020年分别产生了7050万美元和6690万美元的净亏损，截止2020年12月31日，涂鸦智能累计亏损1.925亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/d41d65d6a764b1607ffa2053461a6c8a\" tg-width=\"740\" tg-height=\"368\" referrerpolicy=\"no-referrer\"></p>\n<p>对此，<b>涂鸦智能在招股书中提及的解决之道是：「加强平台建设」和「加大营销团队投入」</b>。</p>\n<p>在如今创业环境下，多数创业企业开拓市场靠的并不是营收与投入的双向流转，而是需要借力资本的力量，被看好的涂鸦智能自然不缺金主和贵人。</p>\n<p>吴泳铭是涂鸦智能的第一位贵人。</p>\n<p>阿里成立之初有18位创始人，这18位创始人凑了50万作为启动资金并各占一部分股份，创立了如今风头无两的阿里巴巴。创业之初的18人既是创始人、也是阿里的早期合伙人，后来外界也给了一个颇有武侠气息的称号——阿里十八罗汉。</p>\n<p>吴泳铭正是这18人之一，在阿里历任集团搜索业务、广告业务和无线业务的负责人，当王学集走出阿里再次创业时，作为王学集当时的顶头上司，吴泳铭自掏腰包成了涂鸦智能的天使投资人。</p>\n<p>除吴泳铭外，涂鸦智能的天使投资人还有阿里第46号员工李治国，以及同为阿里前员工屈田创办的蝙蝠资本。正因如此，涂鸦智能一度被认为是阿里系企业。</p>\n<p>这样的创始团队、这样的天使投资，再加上选的又是一条被公认的潜力赛道，涂鸦智能自成立之初就注定会备受关注。</p>\n<p>在随后几年里，涂鸦智能又拿到了多轮巨额融资，可以说是一家被“富养”的企业。据公开资料显示，涂鸦智能在2015年9月、2017年10月、2018年7月分别又拿到了千万美元、1亿人民币、2亿美元三轮融资，资方包括NEA恩颐投资、东方富海、线性资本、宽带资本、Quadrille Capital、Future Fund、C.M.Capital等国内外知名投资机构。</p>\n<p>另外，在筹备上市时向美国证券交易委员会(SEC)提交的招股书中，涂鸦智能披露了更多关于资方的信息，包括：</p>\n<blockquote>\n <b>腾讯持有10.8%股份、为除恩颐投资外第二大机构投资方；</b>\n</blockquote>\n<p>仍在亏损是涂鸦智能的现状，不过IoT仍是一个在持续增长的赛道，一个极有潜力的赛道，一个有无限可能的赛道。</p>\n<p>这使得以“IoT云第一股”在美上市的涂鸦智能，在市场上扬时、在资本簇拥下，强势成为了一家估值百亿美元的独角兽企业。</p>\n<p><b>5、</b><b><b>重估“IoT云”</b></b></p>\n<p>2021年2月2日晚，阿里发布2020年Q4财报，财报显示：2020年第四季度，阿里云单季度收入116.15亿元，经调整EBITA实现盈利2400万元。</p>\n<p>这是阿里云自成立十二年以来，首次实现单季度盈利。</p>\n<p>不过，考虑到阿里云的规模优势和国内云厂商的生存环境，国内云市场的竞争依然十分激烈。</p>\n<p>「得到」创始人罗振宇在某次活动上曾讲述过这样一个故事：</p>\n<blockquote>\n 「得到APP」所有数据是放在云上的，云供应商选择的是国内第一大云供应商阿里云，每年「得到」交给阿里云的服务费用高达数千万。\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/590da46a087ceed178517103fe6d74b2\" tg-width=\"740\" tg-height=\"436\" referrerpolicy=\"no-referrer\"></p>\n<p>与此同时，罗振宇的邮箱中也收到过其他中小型云服务厂商“十几万的优惠券”……</p>\n<p>即便竞争如此激烈，依然不耽误资本对巨头之外的云服务厂商的看好。</p>\n<p>2020年1月20日，UCloud以中国云计算第一股登陆科创版，首日市值突破300亿元；</p>\n<p>2020年5月8日，金山云作为雷军的第四家上市企业，在美上市，首日市值突破47亿美元；</p>\n<p>2021年3月16日，青云以混合云第一股在科创板上市，首日市值突破40亿元；</p>\n<p>2021年3月18日，涂鸦智能以IoT云第一股在纽交所上市。</p>\n<p>从实际业务来看，无论是阿里、腾讯、华为等巨头厂商，还是UCloud、金山云、青云等第二梯队云厂商均有涉及“IoT云”业务。</p>\n<p>在这样的重重包围中，以“IoT云第一股”上市的涂鸦智能有机会成长为下一代“巨头”吗？</p>","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>IoT云平台涂鸦智能登陆纽交所，首挂高开超28%</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\">\nIoT云平台涂鸦智能登陆纽交所，首挂高开超28%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-03-19 00:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>3月18日，IoT云平台涂鸦智能正式在纽交所挂牌上市，开盘涨超28%，报27美元，市值151.1亿美元。老虎证券为本次涂鸦智能承销团队中唯一的互联网投行，贡献共计18.5亿美元订单，认购客户近5.8万人次，凸显出其强大的订单认购实力。从订单比例来看，零售订单占比依旧突出，展现出老虎平台用户对新经济企业的高关注度和高接受度。</p>\n<p><img src=\"https://static.tigerbbs.com/1a278534bdfeba8a543409acadb2ec91\" tg-width=\"1080\" tg-height=\"2249\"></p>\n<p><img src=\"https://static.tigerbbs.com/1ac508d9d4a0611a79fca73710fa19a1\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"></p>\n<p>涂鸦智能IPO价格定为21美元，高于指导区间(17-20美元)，代码为“TUYA”。在本次IPO中，涂鸦智能将发售4359万股ADS（美国存托股），预计将筹集9.15亿美元。</p>\n<p><b>涂鸦智能，冲出巨头重围？</b></p>\n<p>在阿里、京东、百度等互联网巨头相继回港二次上市，在众多科技企业在国内登陆科创版、创业板时，中资企业赴美上市再度迎来热潮。</p>\n<p>据不完全统计，2021年前两个月国内赴美上市企业已有包括容联云、雾兴科技等13家企业。</p>\n<p>作为爆火的物联网赛道中被众多资本看好的独角兽企业，涂鸦智能也于今日在美敲钟上市。</p>\n<p>纽交所钟声响起，造富神话继续……</p>\n<p>此时，很多人也想看看，万亿物联网赛道能否冲出一位“新巨头”？</p>\n<p><b>1、</b><b><b>涂鸦智能的成人礼</b></b></p>\n<p>3月18日晚，涂鸦智能高管、投资人、合作伙伴，甚至连杭州市长都亲自赶赴到杭州黄龙饭店，来见证涂鸦智能在美上市云敲钟仪式。</p>\n<p><img src=\"https://static.tigerbbs.com/b5ed48ea6a3e3cf8f3367f617e10ec4c\" tg-width=\"740\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p>\n<p>在敲钟之前，涂鸦智能创始人兼总裁陈燎罕、涂鸦智能高级副总裁兼CFO刘尧接受了媒体采访，揭秘了涂鸦智能的在这一上市过程中的思考和计划。</p>\n<p>问：<b>中概股回归是当下趋势，涂鸦为什么会选择在美上市？</b></p>\n<p>刘尧：关于我们选择美股主要是出于两个考虑：</p>\n<ul>\n <li><p>第一，涂鸦是一个全球性企业，我们支持的客户是遍布全球的品牌、工厂、渠道商及运营商，在美股上市考虑到客户的base；</p></li>\n <li><p>第二，我们是一个云厂商，在美股市场上有一大批成熟的、专注于投资科技类云企业的投资人，他们对云企业理解比较深刻。</p></li>\n</ul>\n<p>问：<b>在和美股投资人介绍涂鸦时用的是怎样的概念？</b></p>\n<p>刘尧：投资人认为涂鸦是一个基础设施类云公司，我们是为整个IoT行业提供类似、水、电这样的基础服务。</p>\n<p>问：<b>招股书显示我们近两年都处于一个亏损状态，未来有怎样的改善措施？</b></p>\n<p>刘尧：从历史来看，科技类公司在上市前或早期时候亏损其实是比较常见的，因为我们需要投入大量的研发来开拓出真正有高价值的产品，尤其像我们进入这个领域它是全新的，所以产品的沉淀需要一个比较长的时间来摸索，但是我们的亏损其实是在迅速收窄的。</p>\n<p>上市后我们会继续重投入在研发、做好产品，为客户提供最好的服务，同时我们也会比较有纪律性的管控我们的现金流。所以我觉得亏损也很有可能会继续，但会慢慢收窄。</p>\n<p>问：<b>涂鸦目前有很多收入来自海外，未来打算如何发展中国业务。</b></p>\n<p>陈燎罕：早期，特别是2015年-2016年，我们发现智能化开始在海外大规模的渗透，所以其实我们当时的市场聚焦在海外，从北美开始，然后到欧洲、东南亚、澳大利亚、日本，这样一个发展轨迹。</p>\n<p>从2017年开始，我们发现中国的IoT市场起来了，所以我们又专门成立了一个团队来经营我们整个中国市场。</p>\n<p>我们看到，其实中国市场是一个有非常大潜力的市场，所以虽然我们今天在海外投资占比更高一些，但我们发现中国市场的发展潜力非常大，我们也会为中国制造业品牌提供智能化的服务能力，我们会花很多资源深耕中国市场。</p>\n<p>问：<b>当前阶段的智能化对制造业的意义何在？</b></p>\n<p>陈燎罕：以照明产业为例，一个普通的球炮灯目前的售价是0.4美金，一旦它被智能化后，它的售价会迅速提升到两美金以上，所以其实智能化对整个产业的产值提升超过了10倍，这就是智能化对于这个行业带来的魅力。</p>\n<p><b>2、</b><b><b>阿里渊源：被收购，再创业</b></b></p>\n<p>说起涂鸦智能，不得不提的是总部同在杭州的一家互联网巨头，阿里。</p>\n<p>2009年，阿里组织架构调整，成立阿里云，马云当时即称“阿里云将是阿里的下一个十年”，并调来时任阿里CTO的王坚博士亲自带队，彼时阿里云也迎来了第一任总经理，花名御灵。</p>\n<p>御灵本名王学集，坊间流传是一位学霸少年，进入阿里之前，曾在大学期间与同窗好友一起在2003年创办了PHPWind论坛。</p>\n<p>PHPWind是一款社区开源系统，主要业务是帮助版主和站长建立自己的论坛。当年，国内还有另一个主流社区开源系统，Discuz，这两大系统见证了国内互联网的兴起与觉醒，也构建起了那个趣味横生的BBS时代。</p>\n<p>在当时论坛大战中，腾讯在2010年收购了Discuz，并与QQ账号进行了打通，一个QQ号可以登录各大论坛，一时间各大论坛涌入大量QQ大军；阿里早腾讯两年、在2008年收购了PHPWind，王学集和他的团队一起走进了阿里，并在次年随PHPWind成为阿里云第一个业务团队。</p>\n<p>2014年9月19日，阿里在纽交所挂牌上市；这一年，阿里云服务的用户已经覆盖了全世界200个国家；也是在这一年，王学集走出阿里再次创业，成立了涂鸦智能。</p>\n<p><img src=\"https://static.tigerbbs.com/4d32c71c334938c21381fd7521ecfbda\" tg-width=\"645\" tg-height=\"302\" referrerpolicy=\"no-referrer\"></p>\n<p>当时，一同出走创业的还有陈燎罕、林耀纳、周瑞鑫等从PHPWind一同进入阿里的原班人马。</p>\n<p><b>3、</b><b><b>涂鸦往事：花了一年半，才有了第一个客户</b></b></p>\n<p>2014年，物联网概念在国内尚处于风起云涌的前夜，在国外已经成形、风靡。</p>\n<p>正因如此，<b>成立之初的涂鸦智能将业务重心放在了海外。</b></p>\n<p>对此，陈燎罕也详细介绍了创始团队在创业之初对IoT市场的认知：</p>\n<p>2015年，海外市场、特别是北美市场消费者对于智能产品的认知和接受度其实是高于国内的。客户在哪里，我们就往哪里去做。</p>\n<p>2014年在北美就已经出现了亚马逊的Alexa和谷歌的Google Home等智能音箱产品，这类产品推动了消费者对于购买智能设备的热情，因为购买语音音箱后，用户就希望能够让家里大量的设备能够连接到语音音箱中，能够进行更好地交互和体验，这也是涂鸦看到的机会，涂鸦在其中就扮演了帮助海外品牌能够连接到不同品牌的语音音箱，这也是为什么这几年涂鸦在海外发展迅速的原因。</p>\n<p>在当时，涂鸦智能究竟想要做一个怎样的产品呢？</p>\n<blockquote>\n <b>我们一开始只是想尝试性的用智能技术打造一些创新性产品，这个产品可能是电脑、手机之外的第三个设备，也有可能是一个平台。</b>\n</blockquote>\n<p>这是王学集创立涂鸦智能最初的想法。</p>\n<p>这里说的智能技术其实就是云计算、大数据、物联网这些团队已有长期积累的技术。通过这些技术，涂鸦智能在2015年试水做了第一款产品，爱相机（Airtake）。</p>\n<p>Airtake并不是一款硬件，而是一款「集成了云服务的相机App」，这款产品主要是为了解决当时手机、相机拍照云存储问题，涂鸦智能随后也推出了一款「植入WiFi功能的SD卡」与Airtake配合应用，使得传统相机或手机拍的照片自动上传到云端相册、本地只保留压缩图片（占用空间为原图的1/6）。</p>\n<p><img src=\"https://static.tigerbbs.com/5cff693416a4d203aa1bbabf17865ddf\" tg-width=\"740\" tg-height=\"263\" referrerpolicy=\"no-referrer\"></p>\n<p>Airtake是一款较早利用云技术解决日常实用性问题的软件，虽然最终没能成为电脑、手机后用户手中第三顺位设备，却清晰地展现了<b>涂鸦智能的基本商业模式——硬件+软件+云服务。</b></p>\n<p>在涂鸦智能的商业模式中，硬件指的是联网模组（也称IoT模组、云模组），目前有包括Wi-Fi模组、蓝牙模组、Zigbee模组等多类模组方案，通过将这些模组嵌入到设备中，实现设备联网和二次开发。软件和云服务指的则是基于IoT云平台提供的PaaS、SaaS服务。</p>\n<p>从涂鸦智能赴美上市招股书中也可以看到，目前涂鸦智能主要业务包括四块：</p>\n<ul>\n <li><p><b>IoT PaaS。</b>提供基于云、物联网、边缘计算等技术的解决方案，具体表现在硬件产品上，正是联网模组，通过嵌入联网模组实现设备联网，再将联网设备连接到涂鸦智能的IoT云平台上，最终实现传统产品到具有边缘计算、存储、联网能力的IoT产品的转换和设备的智能管理。</p></li>\n <li><p><b>IoT SaaS。</b>为诸如酒店、地产等垂直行业提供行业SaaS。企业运用这些SaaS方案可以实现智能设备的管理和运维。</p></li>\n <li><p><b>智能设备分销。</b>为品牌厂商和系统集成商提供部署了涂鸦智能IoT PaaS的OEM合作伙伴的智能设备。</p></li>\n <li><p><b>其他增值云服务。</b>面向企业客户提供诸如人工智能虚拟助手、大数据分析等增值服务，面向涂鸦智能的设备用户提供诸如数据存储、消息推送、内容服务等。</p></li>\n</ul>\n<p>其中，IoT PaaS是涂鸦智能的核心业务，涂鸦智能目前大部分收入来自于IoT PaaS（注：2019年、2020年的收入占比分别为72.2%、84.3%）。截止2020年12月31日，涂鸦智能有3296个IoT PaaS客户，来自188个大客户的收入占到了87%的IoT PaaS收入。</p>\n<p>2019年，涂鸦智能营收达到1.06亿美元。</p>\n<p>五年时间里，涂鸦智能将营收从0做到了1亿美元，增速可观。</p>\n<p>然而，为设备嵌入联网模组、让设备能够上网这件事儿，中间的利害关系复杂，并没有想象的那么简单。</p>\n<p>就在涂鸦智能拉队伍创业时，远在北京的小米也开启了物联网项目。当时作为小米IoT项目负责人的高自光在与家电厂商沟通过程中发现：</p>\n<blockquote>\n 大企业大多希望开发自有模组，而不是采用别人的标准（模组）。\n</blockquote>\n<p>小米团队花了近一年时间和各大家电厂商商谈合作事宜无果后，最终不得不将自己的IoT模组应用到小米生态链企业产品中，智米的空气净化器成了小米首款IoT产品。</p>\n<p>要做IoT to B业务的涂鸦智能同样要面临这一问题。</p>\n<p>作为一家创业企业，即使团队有大厂背景，要从0开展To B业务，也难免碰壁。</p>\n<p>王学集此前在接受《温州商报》采访时曾表示，“<b>我们花了一年半时间，让最初的100个客户认识“TUYA”，才有第一个客户选择了我们。</b>”</p>\n<p>对此，陈燎罕也颇有感触：</p>\n<blockquote>\n 一年半的时间才有第一个客户，我们当时也会对自己产生质疑：我们的方向是不是选错了，我们进入赛道是不是进早了……，会有非常多的思考，但最后我们还是坚持下来了。\n</blockquote>\n<p><b>4、</b><b><b>金主&amp;拥趸：谁在重仓涂鸦？</b></b></p>\n<p>2020年，涂鸦智能营收增长了70%，达到1.8亿美元。</p>\n<p>然而，<b>在这样漂亮的业绩下，潜藏的却是这一行业营收的困顿。</b></p>\n<p>据涂鸦智能招股书中数据显示，在2019年和2020年分别产生了7050万美元和6690万美元的净亏损，截止2020年12月31日，涂鸦智能累计亏损1.925亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/d41d65d6a764b1607ffa2053461a6c8a\" tg-width=\"740\" tg-height=\"368\" referrerpolicy=\"no-referrer\"></p>\n<p>对此，<b>涂鸦智能在招股书中提及的解决之道是：「加强平台建设」和「加大营销团队投入」</b>。</p>\n<p>在如今创业环境下，多数创业企业开拓市场靠的并不是营收与投入的双向流转，而是需要借力资本的力量，被看好的涂鸦智能自然不缺金主和贵人。</p>\n<p>吴泳铭是涂鸦智能的第一位贵人。</p>\n<p>阿里成立之初有18位创始人，这18位创始人凑了50万作为启动资金并各占一部分股份，创立了如今风头无两的阿里巴巴。创业之初的18人既是创始人、也是阿里的早期合伙人，后来外界也给了一个颇有武侠气息的称号——阿里十八罗汉。</p>\n<p>吴泳铭正是这18人之一，在阿里历任集团搜索业务、广告业务和无线业务的负责人，当王学集走出阿里再次创业时，作为王学集当时的顶头上司，吴泳铭自掏腰包成了涂鸦智能的天使投资人。</p>\n<p>除吴泳铭外，涂鸦智能的天使投资人还有阿里第46号员工李治国，以及同为阿里前员工屈田创办的蝙蝠资本。正因如此，涂鸦智能一度被认为是阿里系企业。</p>\n<p>这样的创始团队、这样的天使投资，再加上选的又是一条被公认的潜力赛道，涂鸦智能自成立之初就注定会备受关注。</p>\n<p>在随后几年里，涂鸦智能又拿到了多轮巨额融资，可以说是一家被“富养”的企业。据公开资料显示，涂鸦智能在2015年9月、2017年10月、2018年7月分别又拿到了千万美元、1亿人民币、2亿美元三轮融资，资方包括NEA恩颐投资、东方富海、线性资本、宽带资本、Quadrille Capital、Future Fund、C.M.Capital等国内外知名投资机构。</p>\n<p>另外，在筹备上市时向美国证券交易委员会(SEC)提交的招股书中，涂鸦智能披露了更多关于资方的信息，包括：</p>\n<blockquote>\n <b>腾讯持有10.8%股份、为除恩颐投资外第二大机构投资方；</b>\n</blockquote>\n<p>仍在亏损是涂鸦智能的现状，不过IoT仍是一个在持续增长的赛道，一个极有潜力的赛道，一个有无限可能的赛道。</p>\n<p>这使得以“IoT云第一股”在美上市的涂鸦智能，在市场上扬时、在资本簇拥下，强势成为了一家估值百亿美元的独角兽企业。</p>\n<p><b>5、</b><b><b>重估“IoT云”</b></b></p>\n<p>2021年2月2日晚，阿里发布2020年Q4财报，财报显示：2020年第四季度，阿里云单季度收入116.15亿元，经调整EBITA实现盈利2400万元。</p>\n<p>这是阿里云自成立十二年以来，首次实现单季度盈利。</p>\n<p>不过，考虑到阿里云的规模优势和国内云厂商的生存环境，国内云市场的竞争依然十分激烈。</p>\n<p>「得到」创始人罗振宇在某次活动上曾讲述过这样一个故事：</p>\n<blockquote>\n 「得到APP」所有数据是放在云上的，云供应商选择的是国内第一大云供应商阿里云，每年「得到」交给阿里云的服务费用高达数千万。\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/590da46a087ceed178517103fe6d74b2\" tg-width=\"740\" tg-height=\"436\" referrerpolicy=\"no-referrer\"></p>\n<p>与此同时，罗振宇的邮箱中也收到过其他中小型云服务厂商“十几万的优惠券”……</p>\n<p>即便竞争如此激烈，依然不耽误资本对巨头之外的云服务厂商的看好。</p>\n<p>2020年1月20日，UCloud以中国云计算第一股登陆科创版，首日市值突破300亿元；</p>\n<p>2020年5月8日，金山云作为雷军的第四家上市企业，在美上市，首日市值突破47亿美元；</p>\n<p>2021年3月16日，青云以混合云第一股在科创板上市，首日市值突破40亿元；</p>\n<p>2021年3月18日，涂鸦智能以IoT云第一股在纽交所上市。</p>\n<p>从实际业务来看，无论是阿里、腾讯、华为等巨头厂商，还是UCloud、金山云、青云等第二梯队云厂商均有涉及“IoT云”业务。</p>\n<p>在这样的重重包围中，以“IoT云第一股”上市的涂鸦智能有机会成长为下一代“巨头”吗？</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3be944a9a32d46999588e09d1fd39d10","relate_stocks":{"TUYA":"涂鸦智能"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175135367","content_text":"3月18日，IoT云平台涂鸦智能正式在纽交所挂牌上市，开盘涨超28%，报27美元，市值151.1亿美元。老虎证券为本次涂鸦智能承销团队中唯一的互联网投行，贡献共计18.5亿美元订单，认购客户近5.8万人次，凸显出其强大的订单认购实力。从订单比例来看，零售订单占比依旧突出，展现出老虎平台用户对新经济企业的高关注度和高接受度。\n\n\n涂鸦智能IPO价格定为21美元，高于指导区间(17-20美元)，代码为“TUYA”。在本次IPO中，涂鸦智能将发售4359万股ADS（美国存托股），预计将筹集9.15亿美元。\n涂鸦智能，冲出巨头重围？\n在阿里、京东、百度等互联网巨头相继回港二次上市，在众多科技企业在国内登陆科创版、创业板时，中资企业赴美上市再度迎来热潮。\n据不完全统计，2021年前两个月国内赴美上市企业已有包括容联云、雾兴科技等13家企业。\n作为爆火的物联网赛道中被众多资本看好的独角兽企业，涂鸦智能也于今日在美敲钟上市。\n纽交所钟声响起，造富神话继续……\n此时，很多人也想看看，万亿物联网赛道能否冲出一位“新巨头”？\n1、涂鸦智能的成人礼\n3月18日晚，涂鸦智能高管、投资人、合作伙伴，甚至连杭州市长都亲自赶赴到杭州黄龙饭店，来见证涂鸦智能在美上市云敲钟仪式。\n\n在敲钟之前，涂鸦智能创始人兼总裁陈燎罕、涂鸦智能高级副总裁兼CFO刘尧接受了媒体采访，揭秘了涂鸦智能的在这一上市过程中的思考和计划。\n问：中概股回归是当下趋势，涂鸦为什么会选择在美上市？\n刘尧：关于我们选择美股主要是出于两个考虑：\n\n第一，涂鸦是一个全球性企业，我们支持的客户是遍布全球的品牌、工厂、渠道商及运营商，在美股上市考虑到客户的base；\n第二，我们是一个云厂商，在美股市场上有一大批成熟的、专注于投资科技类云企业的投资人，他们对云企业理解比较深刻。\n\n问：在和美股投资人介绍涂鸦时用的是怎样的概念？\n刘尧：投资人认为涂鸦是一个基础设施类云公司，我们是为整个IoT行业提供类似、水、电这样的基础服务。\n问：招股书显示我们近两年都处于一个亏损状态，未来有怎样的改善措施？\n刘尧：从历史来看，科技类公司在上市前或早期时候亏损其实是比较常见的，因为我们需要投入大量的研发来开拓出真正有高价值的产品，尤其像我们进入这个领域它是全新的，所以产品的沉淀需要一个比较长的时间来摸索，但是我们的亏损其实是在迅速收窄的。\n上市后我们会继续重投入在研发、做好产品，为客户提供最好的服务，同时我们也会比较有纪律性的管控我们的现金流。所以我觉得亏损也很有可能会继续，但会慢慢收窄。\n问：涂鸦目前有很多收入来自海外，未来打算如何发展中国业务。\n陈燎罕：早期，特别是2015年-2016年，我们发现智能化开始在海外大规模的渗透，所以其实我们当时的市场聚焦在海外，从北美开始，然后到欧洲、东南亚、澳大利亚、日本，这样一个发展轨迹。\n从2017年开始，我们发现中国的IoT市场起来了，所以我们又专门成立了一个团队来经营我们整个中国市场。\n我们看到，其实中国市场是一个有非常大潜力的市场，所以虽然我们今天在海外投资占比更高一些，但我们发现中国市场的发展潜力非常大，我们也会为中国制造业品牌提供智能化的服务能力，我们会花很多资源深耕中国市场。\n问：当前阶段的智能化对制造业的意义何在？\n陈燎罕：以照明产业为例，一个普通的球炮灯目前的售价是0.4美金，一旦它被智能化后，它的售价会迅速提升到两美金以上，所以其实智能化对整个产业的产值提升超过了10倍，这就是智能化对于这个行业带来的魅力。\n2、阿里渊源：被收购，再创业\n说起涂鸦智能，不得不提的是总部同在杭州的一家互联网巨头，阿里。\n2009年，阿里组织架构调整，成立阿里云，马云当时即称“阿里云将是阿里的下一个十年”，并调来时任阿里CTO的王坚博士亲自带队，彼时阿里云也迎来了第一任总经理，花名御灵。\n御灵本名王学集，坊间流传是一位学霸少年，进入阿里之前，曾在大学期间与同窗好友一起在2003年创办了PHPWind论坛。\nPHPWind是一款社区开源系统，主要业务是帮助版主和站长建立自己的论坛。当年，国内还有另一个主流社区开源系统，Discuz，这两大系统见证了国内互联网的兴起与觉醒，也构建起了那个趣味横生的BBS时代。\n在当时论坛大战中，腾讯在2010年收购了Discuz，并与QQ账号进行了打通，一个QQ号可以登录各大论坛，一时间各大论坛涌入大量QQ大军；阿里早腾讯两年、在2008年收购了PHPWind，王学集和他的团队一起走进了阿里，并在次年随PHPWind成为阿里云第一个业务团队。\n2014年9月19日，阿里在纽交所挂牌上市；这一年，阿里云服务的用户已经覆盖了全世界200个国家；也是在这一年，王学集走出阿里再次创业，成立了涂鸦智能。\n\n当时，一同出走创业的还有陈燎罕、林耀纳、周瑞鑫等从PHPWind一同进入阿里的原班人马。\n3、涂鸦往事：花了一年半，才有了第一个客户\n2014年，物联网概念在国内尚处于风起云涌的前夜，在国外已经成形、风靡。\n正因如此，成立之初的涂鸦智能将业务重心放在了海外。\n对此，陈燎罕也详细介绍了创始团队在创业之初对IoT市场的认知：\n2015年，海外市场、特别是北美市场消费者对于智能产品的认知和接受度其实是高于国内的。客户在哪里，我们就往哪里去做。\n2014年在北美就已经出现了亚马逊的Alexa和谷歌的Google Home等智能音箱产品，这类产品推动了消费者对于购买智能设备的热情，因为购买语音音箱后，用户就希望能够让家里大量的设备能够连接到语音音箱中，能够进行更好地交互和体验，这也是涂鸦看到的机会，涂鸦在其中就扮演了帮助海外品牌能够连接到不同品牌的语音音箱，这也是为什么这几年涂鸦在海外发展迅速的原因。\n在当时，涂鸦智能究竟想要做一个怎样的产品呢？\n\n我们一开始只是想尝试性的用智能技术打造一些创新性产品，这个产品可能是电脑、手机之外的第三个设备，也有可能是一个平台。\n\n这是王学集创立涂鸦智能最初的想法。\n这里说的智能技术其实就是云计算、大数据、物联网这些团队已有长期积累的技术。通过这些技术，涂鸦智能在2015年试水做了第一款产品，爱相机（Airtake）。\nAirtake并不是一款硬件，而是一款「集成了云服务的相机App」，这款产品主要是为了解决当时手机、相机拍照云存储问题，涂鸦智能随后也推出了一款「植入WiFi功能的SD卡」与Airtake配合应用，使得传统相机或手机拍的照片自动上传到云端相册、本地只保留压缩图片（占用空间为原图的1/6）。\n\nAirtake是一款较早利用云技术解决日常实用性问题的软件，虽然最终没能成为电脑、手机后用户手中第三顺位设备，却清晰地展现了涂鸦智能的基本商业模式——硬件+软件+云服务。\n在涂鸦智能的商业模式中，硬件指的是联网模组（也称IoT模组、云模组），目前有包括Wi-Fi模组、蓝牙模组、Zigbee模组等多类模组方案，通过将这些模组嵌入到设备中，实现设备联网和二次开发。软件和云服务指的则是基于IoT云平台提供的PaaS、SaaS服务。\n从涂鸦智能赴美上市招股书中也可以看到，目前涂鸦智能主要业务包括四块：\n\nIoT PaaS。提供基于云、物联网、边缘计算等技术的解决方案，具体表现在硬件产品上，正是联网模组，通过嵌入联网模组实现设备联网，再将联网设备连接到涂鸦智能的IoT云平台上，最终实现传统产品到具有边缘计算、存储、联网能力的IoT产品的转换和设备的智能管理。\nIoT SaaS。为诸如酒店、地产等垂直行业提供行业SaaS。企业运用这些SaaS方案可以实现智能设备的管理和运维。\n智能设备分销。为品牌厂商和系统集成商提供部署了涂鸦智能IoT PaaS的OEM合作伙伴的智能设备。\n其他增值云服务。面向企业客户提供诸如人工智能虚拟助手、大数据分析等增值服务，面向涂鸦智能的设备用户提供诸如数据存储、消息推送、内容服务等。\n\n其中，IoT PaaS是涂鸦智能的核心业务，涂鸦智能目前大部分收入来自于IoT PaaS（注：2019年、2020年的收入占比分别为72.2%、84.3%）。截止2020年12月31日，涂鸦智能有3296个IoT PaaS客户，来自188个大客户的收入占到了87%的IoT PaaS收入。\n2019年，涂鸦智能营收达到1.06亿美元。\n五年时间里，涂鸦智能将营收从0做到了1亿美元，增速可观。\n然而，为设备嵌入联网模组、让设备能够上网这件事儿，中间的利害关系复杂，并没有想象的那么简单。\n就在涂鸦智能拉队伍创业时，远在北京的小米也开启了物联网项目。当时作为小米IoT项目负责人的高自光在与家电厂商沟通过程中发现：\n\n 大企业大多希望开发自有模组，而不是采用别人的标准（模组）。\n\n小米团队花了近一年时间和各大家电厂商商谈合作事宜无果后，最终不得不将自己的IoT模组应用到小米生态链企业产品中，智米的空气净化器成了小米首款IoT产品。\n要做IoT to B业务的涂鸦智能同样要面临这一问题。\n作为一家创业企业，即使团队有大厂背景，要从0开展To B业务，也难免碰壁。\n王学集此前在接受《温州商报》采访时曾表示，“我们花了一年半时间，让最初的100个客户认识“TUYA”，才有第一个客户选择了我们。”\n对此，陈燎罕也颇有感触：\n\n 一年半的时间才有第一个客户，我们当时也会对自己产生质疑：我们的方向是不是选错了，我们进入赛道是不是进早了……，会有非常多的思考，但最后我们还是坚持下来了。\n\n4、金主&拥趸：谁在重仓涂鸦？\n2020年，涂鸦智能营收增长了70%，达到1.8亿美元。\n然而，在这样漂亮的业绩下，潜藏的却是这一行业营收的困顿。\n据涂鸦智能招股书中数据显示，在2019年和2020年分别产生了7050万美元和6690万美元的净亏损，截止2020年12月31日，涂鸦智能累计亏损1.925亿美元。\n\n对此，涂鸦智能在招股书中提及的解决之道是：「加强平台建设」和「加大营销团队投入」。\n在如今创业环境下，多数创业企业开拓市场靠的并不是营收与投入的双向流转，而是需要借力资本的力量，被看好的涂鸦智能自然不缺金主和贵人。\n吴泳铭是涂鸦智能的第一位贵人。\n阿里成立之初有18位创始人，这18位创始人凑了50万作为启动资金并各占一部分股份，创立了如今风头无两的阿里巴巴。创业之初的18人既是创始人、也是阿里的早期合伙人，后来外界也给了一个颇有武侠气息的称号——阿里十八罗汉。\n吴泳铭正是这18人之一，在阿里历任集团搜索业务、广告业务和无线业务的负责人，当王学集走出阿里再次创业时，作为王学集当时的顶头上司，吴泳铭自掏腰包成了涂鸦智能的天使投资人。\n除吴泳铭外，涂鸦智能的天使投资人还有阿里第46号员工李治国，以及同为阿里前员工屈田创办的蝙蝠资本。正因如此，涂鸦智能一度被认为是阿里系企业。\n这样的创始团队、这样的天使投资，再加上选的又是一条被公认的潜力赛道，涂鸦智能自成立之初就注定会备受关注。\n在随后几年里，涂鸦智能又拿到了多轮巨额融资，可以说是一家被“富养”的企业。据公开资料显示，涂鸦智能在2015年9月、2017年10月、2018年7月分别又拿到了千万美元、1亿人民币、2亿美元三轮融资，资方包括NEA恩颐投资、东方富海、线性资本、宽带资本、Quadrille Capital、Future Fund、C.M.Capital等国内外知名投资机构。\n另外，在筹备上市时向美国证券交易委员会(SEC)提交的招股书中，涂鸦智能披露了更多关于资方的信息，包括：\n\n腾讯持有10.8%股份、为除恩颐投资外第二大机构投资方；\n\n仍在亏损是涂鸦智能的现状，不过IoT仍是一个在持续增长的赛道，一个极有潜力的赛道，一个有无限可能的赛道。\n这使得以“IoT云第一股”在美上市的涂鸦智能，在市场上扬时、在资本簇拥下，强势成为了一家估值百亿美元的独角兽企业。\n5、重估“IoT云”\n2021年2月2日晚，阿里发布2020年Q4财报，财报显示：2020年第四季度，阿里云单季度收入116.15亿元，经调整EBITA实现盈利2400万元。\n这是阿里云自成立十二年以来，首次实现单季度盈利。\n不过，考虑到阿里云的规模优势和国内云厂商的生存环境，国内云市场的竞争依然十分激烈。\n「得到」创始人罗振宇在某次活动上曾讲述过这样一个故事：\n\n 「得到APP」所有数据是放在云上的，云供应商选择的是国内第一大云供应商阿里云，每年「得到」交给阿里云的服务费用高达数千万。\n\n\n与此同时，罗振宇的邮箱中也收到过其他中小型云服务厂商“十几万的优惠券”……\n即便竞争如此激烈，依然不耽误资本对巨头之外的云服务厂商的看好。\n2020年1月20日，UCloud以中国云计算第一股登陆科创版，首日市值突破300亿元；\n2020年5月8日，金山云作为雷军的第四家上市企业，在美上市，首日市值突破47亿美元；\n2021年3月16日，青云以混合云第一股在科创板上市，首日市值突破40亿元；\n2021年3月18日，涂鸦智能以IoT云第一股在纽交所上市。\n从实际业务来看，无论是阿里、腾讯、华为等巨头厂商，还是UCloud、金山云、青云等第二梯队云厂商均有涉及“IoT云”业务。\n在这样的重重包围中，以“IoT云第一股”上市的涂鸦智能有机会成长为下一代“巨头”吗？","news_type":1},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384928305,"gmtCreate":1613608392907,"gmtModify":1634552979022,"author":{"id":"3559612189770407","authorId":"3559612189770407","name":"麻烦韭菜放多一点","avatar":"https://static.tigerbbs.com/8f037f2565bfeef5a40891a196953a98","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"好，请帮忙小弟给个赞","listText":"好，请帮忙小弟给个赞","text":"好，请帮忙小弟给个赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384928305","repostId":"2112285564","repostType":4,"isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}