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    Cici Cheng

    Research Analyst at CLSA

    Cici Cheng is a Research Analyst at CLSA specializing in coverage of Chinese internet and technology equities, including companies such as Zhihu Inc. and Meitu. She maintains active recommendations on these firms but holds a TipRanks analyst rating of 1.62 stars, with a recent measured success rate of 0% across her covered stocks. Cheng has been with CLSA at least since 2021, as indicated by her analyst coverage of Zhihu and Meitu since that time, though her prior employment history is not publicly documented. Her professional credentials and securities licenses are not disclosed in available records.

    Cici Cheng's questions to Zhihu (ZH) leadership

    Cici Cheng's questions to Zhihu (ZH) leadership • Q1 2024

    Question

    Cici Cheng of CLSA inquired about the long-term growth outlook for Zhihu's vocational training business and how the company differentiates itself from other educational institutions.

    Answer

    CEO Zhou Yuan highlighted the segment's 35.9% year-over-year growth, driven by self-operated offerings. He stated that Zhihu's key differentiator is its foundation in the community's high-quality content, which provides a significant customer acquisition advantage and a feedback loop that mitigates low renewal rates. The future strategy will focus on profitability by expanding into high-margin subsegments and using AI to improve operational efficiency.

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