Youdao (DAO) Panoramica del titolo
Youdao, Inc. è una società di tecnologia Internet che fornisce servizi online nei settori dei contenuti, delle comunità, della comunicazione e del commercio nella Repubblica Popolare Cinese. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 0/6 |
| Crescita futura | 4/6 |
| Prestazioni passate | 4/6 |
| Salute finanziaria | 1/6 |
| Dividendi | 0/6 |
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Analyst Price Targets
Concorrenti di Youdao, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$12.00 |
| Massimo di 52 settimane | US$12.96 |
| Minimo di 52 settimane | US$8.00 |
| Beta | 0.57 |
| Variazione di 1 mese | 25.39% |
| Variazione a 3 mesi | 21.33% |
| Variazione di 1 anno | 35.14% |
| Variazione a 3 anni | 89.57% |
| Variazione a 5 anni | -39.02% |
| Variazione dall'IPO | -4.00% |
Notizie e aggiornamenti recenti
Aggiornamento dell'analisi • May 03
DAO: Citi Upgrade And Completed Buyback Will Support Future Repricing Potential
Analysts have adjusted their price target for Youdao to $14.93, reflecting updated assumptions on discount rate, revenue growth, profit margin, and future P/E, with recent research citing a more constructive view on the business. Analyst Commentary Recent research has taken a more constructive stance on Youdao, with bullish analysts pointing to factors that they see as supportive of the updated US$14.93 price target.Aggiornamento dell'analisi • Apr 19
DAO: Citi Upgrade And Completed Buyback Will Support Future Repricing Potential
Analysts have adjusted their price target on Youdao to $14.93 per share. The change is framed around updated assumptions for revenue growth, profit margins and future P/E, and is supported by recent research that includes a Citi upgrade highlighting the company’s prospects.Aggiornamento dell'analisi • Apr 04
DAO: Citi Upgrade And Completed Buyback Will Support Future Upside Potential
Analysts have trimmed their price target on Youdao from about $16.59 to about $14.93, citing updated views on discount rates, revenue growth, profit margins and future P/E assumptions reflected in recent research. Analyst Commentary Recent research commentary frames the trimmed price target for Youdao within a still supportive backdrop, with some readers likely to focus on where the more optimistic voices see potential upside.
Aggiornamento dell'analisi • Mar 21
DAO: Citi Upgrade Will Expose Fragile Profitability Assumptions Going Forward
Analysts raised their price target on Youdao to $5.72 from $5.72, citing updated assumptions around revenue growth, profit margins and a slightly lower discount rate following recent research, including the latest upgrade at Citi. Analyst Commentary Citi highlighted updated assumptions around revenue, margins and discount rate in its recent work on Youdao, but not all commentary in the market is uniformly optimistic.Recent updates
Aggiornamento dell'analisi • May 03
DAO: Citi Upgrade And Completed Buyback Will Support Future Repricing Potential
Analysts have adjusted their price target for Youdao to $14.93, reflecting updated assumptions on discount rate, revenue growth, profit margin, and future P/E, with recent research citing a more constructive view on the business. Analyst Commentary Recent research has taken a more constructive stance on Youdao, with bullish analysts pointing to factors that they see as supportive of the updated US$14.93 price target.Aggiornamento dell'analisi • Apr 19
DAO: Citi Upgrade And Completed Buyback Will Support Future Repricing Potential
Analysts have adjusted their price target on Youdao to $14.93 per share. The change is framed around updated assumptions for revenue growth, profit margins and future P/E, and is supported by recent research that includes a Citi upgrade highlighting the company’s prospects.Aggiornamento dell'analisi • Apr 04
DAO: Citi Upgrade And Completed Buyback Will Support Future Upside Potential
Analysts have trimmed their price target on Youdao from about $16.59 to about $14.93, citing updated views on discount rates, revenue growth, profit margins and future P/E assumptions reflected in recent research. Analyst Commentary Recent research commentary frames the trimmed price target for Youdao within a still supportive backdrop, with some readers likely to focus on where the more optimistic voices see potential upside.Aggiornamento dell'analisi • Mar 21
DAO: Citi Upgrade Will Expose Fragile Profitability Assumptions Going Forward
Analysts raised their price target on Youdao to $5.72 from $5.72, citing updated assumptions around revenue growth, profit margins and a slightly lower discount rate following recent research, including the latest upgrade at Citi. Analyst Commentary Citi highlighted updated assumptions around revenue, margins and discount rate in its recent work on Youdao, but not all commentary in the market is uniformly optimistic.Aggiornamento dell'analisi • Mar 07
DAO: Compressed P/E And Fragile Assumptions Will Pressure Future Share Performance
Analysts now estimate Youdao’s fair value at about $5.72 per share, reduced from roughly $9.63. The change reflects updated assumptions around revenue growth, profit margins and future P/E that were also cited in recent research supporting a rating upgrade.Seeking Alpha • Feb 26
Youdao Sends Mixed Signals As To Where The Company Is Going
Summary Youdao got a vote of confidence from its biggest shareholder, which helped the stock recoup the losses suffered after the release of the FY2025 report. The FY2025 report shows how DAO has made progress with an increase in profits, but it also raised doubts about whether DAO can keep improving as it needs to. Earnings grew in FY2025, but at a slower pace due to lower margins, and this could continue in the short term as a result of AI. The road ahead for DAO offsets the progress made, which is why I am neutral on DAO with a hold rating. Read the full article on Seeking Alpha
Aggiornamento dell'analisi • Feb 21
DAO: Citi Upgrade And Completed Buyback Will Support Higher Future Earnings Multiple
Narrative Update: Youdao Analyst Price Target Shift Analysts have nudged their fair value estimate for Youdao to $11.75 from $11.59, reflecting updated views on revenue growth, profit margin, and future P/E assumptions following recent research such as the upgrade highlighted by Citi. Analyst Commentary Recent research behind the fair value adjustment to US$11.75 points to a mix of optimism about Youdao’s execution potential and caution around how consistently that potential can translate into earnings and valuation support.Aggiornamento dell'analisi • Feb 07
DAO: Share Repurchase Completion Will Support Future Earnings Multiple Rebound
Analysts have reduced their price target for Youdao from US$13.04 to US$11.59, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Youdao has completed the repurchase of 7,500,000 shares, which represents 6.19% of the company, under the buyback program announced on November 17, 2022 (Key Developments).Aggiornamento dell'analisi • Jan 24
DAO: Completed Buyback Extension Will Support Future Upside Potential
Analysts now see slightly higher upside for Youdao, lifting their implied fair value estimate from about US$16.30 to roughly US$16.59 as they refresh assumptions for revenue growth, profit margin and future P/E in their models. What's in the News Youdao reported that from July 1, 2025 to September 30, 2025, it repurchased 0 shares for US$0 under its existing buyback program, leaving the total completed at 7,500,000 shares for US$33.8 million, or 6.19% of the company under the plan announced on November 17, 2022 (Key Developments).Articolo di analisi • Jan 09
Market Participants Recognise Youdao, Inc.'s (NYSE:DAO) Earnings Pushing Shares 32% Higher
Youdao, Inc. ( NYSE:DAO ) shares have had a really impressive month, gaining 32% after a shaky period beforehand...Aggiornamento dell'analisi • Jan 09
DAO: Completed Buyback And Extension Will Support Further Share Upside Potential
Analysts have reaffirmed their price target on Youdao at US$16.30, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E that they view as better reflecting the company’s current risk and earnings profile. What's in the News From July 1, 2025 to September 30, 2025, Youdao reported no share repurchases, with 0 shares bought back for US$0, while confirming that it has completed repurchasing 7,500,000 shares, or 6.19%, for US$33.8 million under the buyback first announced on November 17, 2022 (Key Developments).Aggiornamento dell'analisi • Dec 14
DAO: Index Inclusion And Buyback Extension Will Support Bullish Upside Potential
Analysts have trimmed their price target on Youdao by about 10 percent to approximately 16 dollars. This reflects slightly higher discount-rate assumptions and a lower future earnings multiple that more than offset stronger projected revenue growth.Articolo di analisi • Oct 09
Market Participants Recognise Youdao, Inc.'s (NYSE:DAO) Revenues Pushing Shares 26% Higher
The Youdao, Inc. ( NYSE:DAO ) share price has done very well over the last month, posting an excellent gain of 26%. The...Articolo di analisi • May 16
Youdao, Inc.'s (NYSE:DAO) P/S Is Still On The Mark Following 30% Share Price Bounce
Those holding Youdao, Inc. ( NYSE:DAO ) shares would be relieved that the share price has rebounded 30% in the last...Seeking Alpha • Mar 27
Youdao: The Correction Could Have Further To Go
Summary Youdao is in a precarious state with more liabilities than assets, which is why turning an annual profit for the first time is such a major achievement. The stock put together a furious rally with an assist from AI, but the rally became undone after the FY2025 outlook called for only modest growth. DAO stock has retreated after the FY2024 report, and there is reason to believe the stock has to head lower before support is regained. DAO has to build on the progress made, but it is likely to need a number of things to go its way, something that is not guaranteed. Read the full article on Seeking AlphaArticolo di analisi • Mar 26
Youdao, Inc.'s (NYSE:DAO) 26% Cheaper Price Remains In Tune With Revenues
Youdao, Inc. ( NYSE:DAO ) shares have retraced a considerable 26% in the last month, reversing a fair amount of their...
Nuova analisi • Feb 10
Future AI Integration Will Revolutionize Learning And Marketing Services
The company's AI technology integration is enhancing user experiences, boosting customer retention, and improving profitability in learning services.Articolo di analisi • Feb 06
Youdao, Inc.'s (NYSE:DAO) 29% Price Boost Is Out Of Tune With Revenues
Despite an already strong run, Youdao, Inc. ( NYSE:DAO ) shares have been powering on, with a gain of 29% in the last...Articolo di analisi • Nov 27
Investors Appear Satisfied With Youdao, Inc.'s (NYSE:DAO) Prospects As Shares Rocket 27%
Youdao, Inc. ( NYSE:DAO ) shares have continued their recent momentum with a 27% gain in the last month alone. The last...Articolo di analisi • Oct 01
Youdao, Inc. (NYSE:DAO) Stock Catapults 26% Though Its Price And Business Still Lag The Industry
Youdao, Inc. ( NYSE:DAO ) shareholders would be excited to see that the share price has had a great month, posting a...Articolo di analisi • Aug 25
Earnings Release: Here's Why Analysts Cut Their Youdao, Inc. (NYSE:DAO) Price Target To US$5.55
As you might know, Youdao, Inc. ( NYSE:DAO ) recently reported its second-quarter numbers. It was a respectable set of...Seeking Alpha • Aug 24
Youdao: Operating Profitability Inflection Point Is In Sight
Summary DAO's operating loss and net loss narrowed significantly on a YoY basis in Q2 2024. Youdao is well-positioned to record positive operating profit for 2H 2024 and the full-year, considering seasonality effects, the restructuring of non-core operations, and the optimization of marketing costs with AI. The stock is deserving of a higher P/S multiple and a Buy rating, taking into account the prospects of the company hitting an operating profitability inflection point this year. Read the full article on Seeking AlphaSeeking Alpha • May 27
Results Beat Validates My Positive View Of Youdao
Summary Youdao's Q1 2024 financial performance surprised the market in a favorable manner considering its higher-than-expected revenue and the achievement of positive normalized earnings. The growth in DAO's AI-related subscription revenue could be a re-rating catalyst for the stock. I continue to rate Youdao as a Buy, taking into account the favorable takeaways from DAO's latest quarterly results. Read the full article on Seeking AlphaArticolo di analisi • Feb 28
Youdao, Inc.'s (NYSE:DAO) Share Price Boosted 34% But Its Business Prospects Need A Lift Too
Youdao, Inc. ( NYSE:DAO ) shareholders would be excited to see that the share price has had a great month, posting a...Seeking Alpha • Nov 17
Youdao: Q3 2023 Results Beat Validates My Bullish View
Summary Youdao's Q3 2023 top line, gross margin, and bottom line turned out to be better than what the sell-side analysts had projected. DAO's current $40 million share buyback program expires in November 2025, but it has already completed close to half of its share buyback plan, or $18.3 million to be exact. I still remain bullish on DAO, taking into account its third quarter results beat and its faster-than-expected pace of share repurchases. Read the full article on Seeking AlphaSeeking Alpha • Aug 28
Youdao Gets Boosts From AI, Patient Parent
Summary Youdao’s revenue grew 26.2% in the second quarter, bouncing back from a decline in the previous quarter, on strong performance for its marketing services. The provider of education products and services said its parent agreed to a four-year extension for $200 million in loans coming due next March. DAO managed to keep its operating expenses roughly flat year-on-year. Read the full article on Seeking AlphaSeeking Alpha • Jul 25
Youdao: Staying Bullish On AI Growth Opportunities And Valuations
Summary Youdao, Inc.'s intermediate-term financial prospects are good, considering that the company can leverage on the rise of AI without investing heavily in R&D going forward. DAO's consensus forward price-to-sales and normalized P/E multiples have come down to pretty attractive levels, as the company's share price declined by -23.9% in the last three months. I leave my Buy rating for Youdao unchanged following an assessment of DAO's growth opportunities relating to AI and its current valuation metrics. Read the full article on Seeking AlphaArticolo di analisi • Apr 17
It's Down 28% But Youdao, Inc. (NYSE:DAO) Could Be Riskier Than It Looks
Youdao, Inc. ( NYSE:DAO ) shareholders won't be pleased to see that the share price has had a very rough month...Seeking Alpha • Feb 22
Youdao Q4 2022 Earnings Preview
Youdao (NYSE:DAO) is scheduled to announce Q4 earnings results on Thursday, February 23rd, before market open. The consensus EPS Estimate is $0.01 (+104.8% Y/Y) and the consensus Revenue Estimate is $204.67M (+24.3% Y/Y). Over the last 2 years, DAO has beaten EPS estimates 50% of the time and has beaten revenue estimates 100% of the time. Over the last 3 months, EPS estimates have seen 1 upward revision and 0 downward. Revenue estimates have seen 1 upward revision and 0 downward.Seeking Alpha • Feb 06
Youdao: Don't Ignore Smart Devices Business' Growth Potential
Summary There shouldn't be negative surprises when Youdao reports its Q4 2022 results in late-February. I think that DAO's smart devices business has a long growth runway, and I view the stock's current price-to-sales valuation as undemanding. I rate Youdao's shares as a Buy now, after previewing DAO's fourth quarter results and assessing the growth potential of its smart devices business. Elevator Pitch My rating for Youdao, Inc.'s (DAO) shares is a Buy. I reviewed Youdao's financial results for the second quarter of the previous year with my earlier write-up for DAO published on August 23, 2022. In this latest update, I raise my investment rating for DAO from a Hold previously to a Buy now. Youdao's current valuations have yet to factor in positives such as the long term growth outlook for its smart devices business and the low likelihood of below-expectations Q4 2022 results. Q4 2022 Earnings Preview DAO will disclose the company's Q4 2022 financial performance on February 23, before the open. The market expects Youdao to deliver a good set of results for the fourth quarter, and I am of the view that DAO will live up to the analysts' expectations. Youdao's top line growth is projected to accelerate from +1.1% YoY in the third quarter of last year to +36.4% YoY for the final quarter of 2022 in local currency or RMB terms as per consensus financial data obtained from S&P Capital IQ. The sell-side sees DAO's EBIT losses narrowing from -RMB203.0 million in Q3 2022 and -RMB169.3 million in Q4 2021 to -RMB78.7 million for Q4 2022. According to news reports by local Chinese media, Youdao's product sales during the Double 11 Shopping Festival in November last year jumped by +88% YoY to around RMB120 million, and its brand of dictionary pens generated the highest sales among competitors on JD.com (JD) and Alibaba's (BABA) Tmall platforms for Double 11. This means that there is a high probability of DAO's actual revenue for Q4 2022 coming in inline with what the market expects at the very least. Separately, DAO has been optimizing the company's revenue mix to drive an improvement in profitability. Specifically, Youdao is working very hard to grow the company's revenue contribution from learning services and smart devices at a faster pace. The gross profit margins of DAO's learning services and smart devices businesses are at the 60% and 40% levels, respectively; while Youdao's online marketing services business generates relatively lower gross margin in the 20%-30% range. By introducing new smart devices and learning services, DAO is able to gradually shift its revenue mix in favor of higher margin businesses such as learning services and smart devices over time. As such, it is reasonable to assume an increase in gross margin and a narrowing of operating losses for Youdao in the fourth quarter of 2022 and beyond. In conclusion, the risk of a substantial share price correction for Youdao post-Q4 2022 earnings announcement is low, as I expect DAO to report in-line financial results in a few weeks' time. Smart Devices Business' Growth Potential I have an optimistic view of the growth prospects for Youdao's smart devices business. Chinese private equity firm, DuoJing Capital, published a research report titled "China Educational Smart Hardware Industry Report" in 2022. According to DuoJing Capital's research, the number of online education participants grew from 140 million in 2016 to 320 million by 2021. During this time frame, the penetration rate of "educational smart hardware" among Chinese online education participants increased from 19% to 32%. With expectations that smart devices relating to education should become even more popular in the future, DuoJing Capital has forecasted that the size of the "educational smart hardware" could potentially double from RMB65.4 billion for 2021 to RMB131.8 billion in 2024. Sales of DAO's smart devices expanded by a strong +40% YoY to RMB357 million in the third quarter of 2022. Although Youdao is the market leader in specific smart device product categories in China such as dictionary pens, its annualized revenue contribution from the smart devices business is only approximately RMB1.4 billion. This implies that DAO only has a low single-digit share of China's education-related smart device market (RMB65.4 billion market size estimate for 2021). In other words, Youdao is well-positioned to grab a larger share of the growing smart device market in China by leveraging on its current market leadership to launch more new products. Notably, Youdao also indicated at its Q3 2022 earnings briefing that the smart devices business has the potential to achieve higher profit margins in the future as a result of "the application of advanced AI technology and unique learning content." Share Buybacks And Valuations In November 2022, DAO revealed that it has initiated a new $20 million share buyback program which expires at the end of three years.Articolo di analisi • Nov 16
Youdao, Inc.'s (NYSE:DAO) Intrinsic Value Is Potentially 71% Above Its Share Price
In this article we are going to estimate the intrinsic value of Youdao, Inc. ( NYSE:DAO ) by taking the expected future...Seeking Alpha • Nov 16
Youdao Q3 2022 Earnings Preview
Youdao (NYSE:DAO) is scheduled to announce Q3 earnings results on Thursday, November 17th, before market open. The consensus EPS Estimate is -$0.24 (-84.6% Y/Y) and the consensus Revenue Estimate is $187.45M (-12.9% Y/Y). Over the last 2 years, DAO has beaten EPS estimates 50% of the time and has beaten revenue estimates 100% of the time.Seeking Alpha • Aug 18
Youdao Non-GAAP EPS of -$0.53, revenue of $142.8M
Youdao press release (NYSE:DAO): Q2 Non-GAAP EPS of -$0.53. Revenue of $142.8M (-2.4% Y/Y). Net revenues from learning services were RMB563.6 million (US$84.1 million), representing a 7.3% decrease from the same period in 2021.Rendimenti per gli azionisti
| DAO | US Consumer Services | US Mercato | |
|---|---|---|---|
| 7D | 2.2% | -1.1% | 3.2% |
| 1Y | 35.1% | -19.0% | 31.0% |
Ritorno vs Industria: DAO ha superato il US Consumer Services che ha restituito -19 % nell'ultimo anno.
Rendimento vs Mercato: DAO ha superato il mercato US che ha restituito 31 % nell'ultimo anno.
Volatilità dei prezzi
| DAO volatility | |
|---|---|
| DAO Average Weekly Movement | 6.9% |
| Consumer Services Industry Average Movement | 8.1% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: DAO non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 7% ) di DAO è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2006 | 3,595 | Feng Zhou | www.youdao.com |
Youdao, Inc. è una società di tecnologia Internet che fornisce servizi online nei settori dei contenuti, delle comunità, della comunicazione e del commercio nella Repubblica Popolare Cinese. Opera attraverso tre segmenti: Servizi di apprendimento, Dispositivi intelligenti e Servizi di marketing online. Il segmento Servizi di apprendimento offre servizi di contenuti digitali, che forniscono funzioni di apprendimento interattivo, come Youdao Lingshi; corsi STEAM, tra cui Youdao iCode gestito da Youdao Premium Courses; e corsi per adulti che comprendono China University MOOC.
Youdao, Inc. Riepilogo dei fondamenti
| DAO statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$1.40b |
| Utili (TTM) | US$15.78m |
| Ricavi(TTM) | US$868.79m |
91.7x
Rapporto P/E1.7x
Rapporto P/SDAO è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| DAO Conto economico (TTM) | |
|---|---|
| Ricavi | CN¥5.91b |
| Costo del fatturato | CN¥3.29b |
| Profitto lordo | CN¥2.62b |
| Altre spese | CN¥2.51b |
| Utili | CN¥107.35m |
Ultimi utili riportati
Dec 31, 2025
Prossima data di guadagno
May 21, 2026
| Utile per azione (EPS) | 0.89 |
| Margine lordo | 44.29% |
| Margine di profitto netto | 1.82% |
| Rapporto debito/patrimonio netto | -93.3% |
Come si è comportato DAO nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/07 22:11 |
| Prezzo dell'azione a fine giornata | 2026/05/07 00:00 |
| Utili | 2025/12/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Youdao, Inc. è coperta da 11 analisti. 6 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Liping Zhao | China International Capital Corporation Limited |
| Yishan Li | China Merchants Securities (HK) Co., Ltd |
| Chongguang Feng | Citic Securities Co., Ltd. |