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    Kewei Chen

    Research Analyst at Haitong International

    Kewei Chen is an analyst at Haitong International specializing in coverage of the healthcare and medical aesthetics sectors. He is known for insightful analysis of companies such as So-Young International Inc. (SY) and has demonstrated expertise in evaluating upstream manufacturer collaborations and new product launches within China’s healthcare market. Chen regularly participates in earnings calls and provides strategic sector commentary, with a professional background rooted in healthcare sector research and performance tracking. Detailed performance metrics, specific career milestones, and professional credentials remain undisclosed in publicly available sources.

    Kewei Chen's questions to WEIBO (WB) leadership

    Kewei Chen's questions to WEIBO (WB) leadership • Q4 2024

    Question

    Kewei Chen from Haitong International commended the company's consistent $200 million dividend and asked for more details on its future shareholder return policy, including plans and methods.

    Answer

    Executive Cao Fei stated that Weibo follows a balanced capital allocation strategy to support long-term growth while returning value to shareholders. She highlighted the company's stable operating margin and strong cash flow as enablers of this policy. Fei confirmed the Board has approved an annual dividend policy to provide predictable returns and noted that the company remains open to other measures, such as share buybacks, to enhance shareholder value.

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    Kewei Chen's questions to WEIBO (WB) leadership • Q1 2024

    Question

    Kewei Chen of Haitong International asked about the recent decrease in active users, noting the concurrent improvement in revenue per user. She requested more detail on the adjusted user growth strategy for 2024 and the company's target for its user base.

    Answer

    CEO Gaofei Wang explained the strategic shift from focusing on pure MAU/DAU growth to prioritizing the acquisition and engagement of 'high-quality' users. He highlighted that ARPU from users on high-end smartphones is 2x to 4x higher. The new strategy involves allocating more budget to attract these high-value users who are more interactive and generate more content. The goal is to maintain a stable or slightly growing DAU while increasing the proportion of these high-ARPU users by 5-10%, which is expected to enhance the platform's core competitiveness.

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    Kewei Chen's questions to Zhihu (ZH) leadership

    Kewei Chen's questions to Zhihu (ZH) leadership • Q2 2024

    Question

    Kewei Chen from Haitong International asked about the future of the self-operated vocational training business and whether the current weak economic environment is an opportunity or a challenge for its growth.

    Answer

    CFO Wang Han positioned the challenging external environment as a positive driver, noting that employment pressure increases demand for professional skills. The business's primary goal is to improve efficiency and reduce losses by focusing on core, high-margin programs. While this may reduce some low-quality revenue short-term, it improves profitability. Long-term, he sees significant competitive advantage from the synergy between the training business and the Zhihu community for customer acquisition and reputation building.

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    Kewei Chen's questions to Zhihu (ZH) leadership • Q1 2024

    Question

    Asked two questions related to AI: one about the development and impact of AI features like the new AI search, and another about whether Zhihu would consider licensing its data to AI companies for revenue, similar to Reddit's recent deals.

    Answer

    The CEO, Zhou Yuan, responded that the beta AI search feature has shown promising results with increased user activity, and a new version will launch by the end of June. Regarding data licensing, he confirmed that many companies are interested in acquiring Zhihu's data, but the company has not yet made a decision.

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    Kewei Chen's questions to Zhihu (ZH) leadership • Q1 2024

    Question

    Kewei Chen from Haitong International asked two questions regarding AI: one on the development and impact of new AI products like the AI-powered search, and another on whether Zhihu would consider a data licensing model similar to Reddit's deals with OpenAI and Google.

    Answer

    CEO Zhou Yuan responded that the beta version of the AI search feature, 'Discovery', has shown promising results with increased user activity, and a new version will launch by the end of June. Regarding data licensing, he confirmed that while many companies are interested in acquiring Zhihu's data, the company has not yet made a decision.

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