资源描述
2021 22021.4 iResearch I OMO AI OMO ROI C G B 700 SMS31 1 2 3 OMO 442021.4 iResearch I K12 VIPKID AI AI 2009-2010 2013 2016 2017-2018 2018 2019 2020 2-14 VIPKID 4-15 K12 AI AI GMV Kids+K12 4-15 2-8 0-8 STEAM K12 VIPKID K12 VS VS VS 52021.4 iResearch I2020 1 VIP 2 3 2018-2022 44555946973283640846136951456729740135054564330%35%-13%56%18%2018 2019 2020e 2021e 2022e STEM%2018-2022 6183661.291.8300%200%100%70%50%2018 2019 2020e 2021e 2022e%2019-2025 103 105108111114117120205 211216222 228 2342402019 2020e 2021e 2022e 2023e 2024e 2025e 2019-2025 13161923273346627590108131157 2222019 2020e 2021e 2022e 2023e 2024e 2025e 62021.4 iResearch I B C+C D E2 Pre-C B VIPKIDE 51 TALK B 2010 2013 2016 2007 A+B B B C C+C+D+B3 B 72021.4 iResearch I 2021.4 iResearch I 1/2 UE UE CAC+KOL/KOC/+/-82021.4 iResearch I 2/2 AI ASP 1V1 AI AI UE UE 1V1 UE 92021.4 iResearch I APP leads CPM/oCPM(CPM V APP APP 102021.4 iResearch I AI AI 112021.4 iResearch I 1/2 IP IP IP IP IP-122021.4 iResearch I 2/2 ROI SOP SOP K12 ARPU LTV1 CAC2 5-12 3-8 3-12 AI 2B OMO ROI 131 1 2 3 OMO 4142021.4 iResearch I 1993-2004 2005-2011 2012 2020 1993 1984-1992 1993-2004 2005-2011 2012-2020 2020 1984 1996 1996 1999 2000 1999 1997 2004 2011 2010 2008 2011 2011 2015 2016 2013 2014 2013 2014 2013 2010 1-2-31 2 3 152021.4 iResearch I=/N=600/2020 65.7%58.0%35.5%32.5%24.3%9.2%3.3%/162021.4 iResearch I/172021.4 iResearch I2020 700 700 10%2020 2020 2018-2022 383410439461484627161698819120515219523415232732455668912.00%9%-5%11.96%12.42%2018 2019 2020e 2021e 2022e%656.7716.3684.3764.6859.7 182021.4 iResearch I 2021.4 iResearch I 2020 439 K12 K12 A-Level IB AP 2018-2020 2018-2020 2018-2022 38341043946148419%7.05%7.07%5.01%4.99%2018 2019 2020e 2021e 2022e%2018-2020 52%56%59%33%31%29%14%13%12%2018 2019 2020/26%34%29%40%35%38%14%13%14%20%18%19%2018 2019 2020 IBA-LevelAP 192021.4 iResearch I 2021.4 iResearch I 2020 61 2020 61 2018-2022 627161698818%16%-14%13%29%2018 2019 2020e 2021e 2022e%2019 1,500 51Offer B2C 202021.4 iResearch I 2020 144 GRE A-Level AP IBDP+K12 2018-2022 1491559512915737435057632%4%-39%36%22%17%16%15%13%12%2018 2019 2020e 2021e 2022e%186.4198.7144.4185.7220.5212021.4 iResearch I 2021.4 iResearch I 2020 30 2015-2016 2020 26.5 2022 44.8 152327324545%54%13%21%40%2018 2019 2020e 2021e 2022e%2018-2022 222021.4 iResearch I 2020 6 UniCareer DreambigCareer WallStreetTequila 2020 6 2018-2022 5668914.00%14.18%-8%34%10%2018 2019 2020e 2021e 2022e%232021.4 iResearch I 2020 2020 2019 242021.4 iResearch I-2511234 OMO 262021.4 iResearch I 1/2 AI 272021.4 iResearch I 2/2 leads 1 2 3 4/282021.4 iResearch I 1/5 20%2018-2022 1424 1899 2573 3082 3782 4072 4428 4773 5107 5444 40%33%35%20%23%10%9%8%7%7%2018 2019 2020e 2021e 2022e%292021.4 iResearch I 2/5 B/G G B 1 2 3 4 302021.4 iResearch I 3/5 B/G-C+B/G+B/G+C 312021.4 iResearch I 2021.4 iResearch IC 4/5 AI AI&C LTV&ARPU 322021.4 iResearch IC 5/5 1V1 40%AI MOOC 332021.4 iResearch ITO C K12 K12 C K12 AI 1V1/IT/342021.4 iResearch I B/G C+B+C+B AI 352021.4 iResearch I LTV 3611234 OMO 372021.4 iResearch I 2021.4 iResearch I OMO OMO OMO OMO OMO OMO OMO Online Offline 382021.4 iResearch I OMO 2017 9 OMO OMO OMO OMO 2017 OMO OMO 2018 S2B2C OMO OMO OMO OMO 2019 OMO OAO+2020 OMO OMO 392021.4 iResearch I OMO 53%OMO OMO OMO OMO 1 2 OMO 3 OMO OMO OMO OMO K12 OMO OMO OMO OMO OMO 402021.4 iResearch I OMO+LBS Leads 1 23 AI OMO Online OMO OMO OMO 1v1 412021.4 iResearch I OMO 1/2 OMO OMO OMO SaaS CRM leads ERP OMO OMO 1 1 OMO 422021.4 iResearch I OMO 2/2 5G AI OMO 4G 5G 5G 5G 4k/8k 5G 5G AI AR/VR 5G+AI 5G 5G+AR/VR 5G+MOOC VR/AR 2G/3G/4G/5G WIFI 5G 5G 5G 432021.4 iResearch I OMO OMO OMO 2017 OMO OMO 2018 S2B2C OMO OMO OMO OMO 2019 OAO+2020 OMO OMO OMO OMO 44 2002 3000 400-026-Contact Us 45
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