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    Vicky Wei • Citigroup

    Vicky Wei's questions to Youdao Inc (DAO) leadership

    Vicky Wei's questions to Youdao Inc (DAO) leadership • Q2 2025

    Question

    Vicky Wei from Citi inquired about the third-quarter outlook for the Youdao Ling Shi business.

    Answer

    Senior VP Peng Su reported that Youdao Ling Shi's Q2 revenue grew approximately 30% year-over-year, with a record-high retention rate exceeding 75%, driven by the Confucius large language model. He outlined plans for H2, including expanding the AI essay grading feature to English and launching a new AI tutoring service, expressing confidence in maintaining growth momentum.

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    Vicky Wei's questions to Zhihu Inc (ZH) leadership

    Vicky Wei's questions to Zhihu Inc (ZH) leadership • Q1 2025

    Question

    Vicky Wei from Citi asked management to share their thoughts on the shareholder return program for the current year.

    Answer

    Founder, Chairman & CEO Zhou Yuan affirmed Zhihu's commitment to enhancing shareholder returns, announcing that the board had approved a new 2025 buyback plan. The plan authorizes the repurchase of up to 10% of the company's issued and outstanding shares, which he noted underscores management's confidence that the current share price does not reflect the company's full value.

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    Vicky Wei's questions to Smart Share Global Ltd (EM) leadership

    Vicky Wei's questions to Smart Share Global Ltd (EM) leadership • Q2 2024

    Question

    Vicky Wei of Citigroup inquired about the business outlook for the second half of 2024, seeking details on both the core power bank business and new initiatives, and asked about the margin profile for the rapidly growing 'other revenue' segment.

    Answer

    Mars Cai, Chairman and CEO, addressed the outlook, noting a challenging market with no clear rebound signs in July but expressed confidence in long-term strategies like network partner expansion and new ventures. CFO Maria Xin added that the new renewable energy initiative is at breakeven and targets an industry-standard gross margin of 8-10% and a net margin of 3-5% as it scales.

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