wen|leidiwang  leijianping

jiaoyukejigongsiwangyiyoudao（nyse：dao）jinri（8yue24ri）gongbule2023niandierjiduweijingshenjidecaiwubaogao。caibaoxianshi，wangyiyoudao2023nianshangbannianyoudaoshixianjingshouru23.7yiyuan，jiaoshangniantongqide21.6yiyuanzengzhang9.9%，jixubaochiwenjiandezengzhangtaishi。

wangyiyoudao2023niandierjiyingshou12.1yi，tongbizeng26.2%，qizhongxuexifuwujingshouruwei6.8yiyuan，zhinengyingjianjingshouruwei2.2yi，zaixianyingxiaofuwujingshouru3yi。

wangyiyoudaoceozhoufengbiaoshi，“zaiaijishudetuidongxia，erjiduwomenjinxinglechanpinhefuwudeshengji，tishengleyonghudeshiyongtiyan，jinercujinlegongsicaiwuzhibiaodegaishan。erjiduyewudejijijinzhan，shidebenjidujishangbanniangongsijingshouru、jingyingkuisunjijingyingxingxianjinliujunchengxianchutongbigaishandequshi。”

有道Q2营收12.1亿，同比增26%

wangyiyoudao2023niandierjiduyingshou12.1yiyuan（yue1.66yimeiyuan），jiaoshangniantongqide9.56yizengzhang26.2%。

数字学习服务销售额超8亿

wangyiyoudao2023niandierjiduxuexifuwujingshouruwei6.81yi，jiaoshangniantongqide5.64yiyuanzengzhang20.8%；zaixianyingxiaofuwujingshouru3.04yi，jiaoshangniantongqide1.53yizengzhang98.7%；zhinengyingjianjingshouru2.2yiyuan。

wangyiyoudao2023niandierjiduxuexifuwujingshourutongbizengzhang20.8%，yanxuleliangweishudegaozengzhangqushi。

jucaibao，zheizhuyaodeyiyubaohansuzhijiaoyuzaineideshuzineirongfuwudexiaoshouyeji。pingjiegaozhiliangdejiaoxuejiaoyanhegexinghuadexuexifuwutigong，baogaoqinei，gaiyewuxiaoshouechaoguo8yiyuan，jingyingxingxianjinjingliuruchaoguo2yiyuan，xubaolvbaochizai60%yishang。

zhoufengzaidianhuahuiyishangbiaoshi，youdaodeguanggaoshouruyilianxusangejidujingshourutongbizengsu50%yishang，bingzai2023nianerjidugengshidadaole98.7%。

congneiyinlaikan，yishideyiyuaiduiguanggaoyewudetuidong。youdaotongguoziyandeaijishupanduankolguanliandezhuti，zhinengdabiaozhunquelvjiejin90%，shiguanggaotoufanggengjiajingzhun，keyibangzhukehugengkuai、gengzhunquedizhaodaomubiaoyonghu。ershideyiyuguanggaoxitongdeshengji，keyiweikehutigonggengjiashishi、zhunquedezhuanhuashuju，youzhuyuyonghujingzhunjuece。

congwaiyinlaikan，wenyujikuaisuxiaofeipinxingyekehudexuqiujiaoweiwangsheng。

xiabannian，guanggaoyewujiangyoulianggezhongdianfangxiang：

yishishemeiyingxiao，jibaokuokol（key opinion leader），yebaokuokoc（key opinion consumer）。haiwaishemeiyingxiaojiangshizhongzhongzhizhong。womenzaizheifangmianyongyouziyuan、yuyanhejingyandengyoushi。pingjieziyandeaijishu、tuijiansuanfajishenjingwangluofanyidengzhuduojishuzhicheng，womennenggoulianjiequanqiuchaoguo100wanyouzhichuileiwanghong，zhijiefugaiyonghuchao20yi，fugai75geyishangguojiahuodiqu，zhulizhongguopinpaichuhai。

ershitishengshujunengli。zi2023niansijiduguanggaoxitongshengjiyilai，youdaoyijingkandaoleshishi、zhunquedeguochengshujujiyonghujuecedailaidebangzhu，yijiduiguanggaoshourudetisheng。jinnianniandiqian，youdaojiangjinyibutishengshujunengli，yibiangenghaodifuwuguanggaokehu。

有道Q2毛利5.67亿，毛利率47%

wangyiyoudao2023niandierjidumaoliwei5.67yiyuan，jiaoshangniantongqide4.1yiyuanzengzhang38.4%；maolilvwei47%。

wangyiyoudao2023niandierjiduxuexifuwuyewudemaolilvda57.4%，gaoyushangniantongqide52.2%。

baogaoqinei，youdaochixudazaohewanshanxuexifuwuchanpinyimanzuxueshenghejiazhangdexuqiu。qizhong，erjidushangxianaizhiyuantianbaoxitong，nengzonghequanhengkaoshengdechengjishuiping、zhiyexingqu、zhuanyepianhao、daxuepianhaodengduoweiyinsu，tongguodashujufenxiheluqugailvcesuan，weixueshengtigongzhiyuantianbaodekexuejianyihejingzhuntuijian。erjidu，aizhiyuantianbaoxitonghuoyonghudeqinglai，wangzhanliulanliangyichaoguo200wanci。

youdaodezhinengyingjianmaolilvyecongshangniantongqide30.6%tishengzhi35.8%，zheiyizengzhangzhuyaoguiyinyuyoudaocidianbix5deshouhuanyingchengdu。

zai“ziyue”damoxingdetuidongxia，youdaozhinengyingjianchixushengji。

2023nian8yuechu，zuowei“ziyue”zaizhinengyingjianshangdediyigeluodichengguo，quanxinfabudeyoudaocidianbix6 prodazaileyouwenbida、yufajingjiang、aikouyujiaolianyijiquankexuexizhei4geaihudongchaonengli，chengweiyizhinenghudongshishenduxuexi、youwenbidadexuexigongju。

zaineirongduan，youdaoxieshouzhongguoxinxitongxinyanjiuyuan、renminjiaoyudianziyinxiangchubanshedenghezuohuoban，gongtongfabuleyoudaocidianbi“qixingbiaozhun”，dingyilecidianbixingyedebiaozhun。

zhoufengzaidianhuahuiyishangtoulu，“womenzaibenyuechutuichuleyoudaocidianbix6 proheyoudaotinglibaopro。x6 proshiwomendeqijianchanpin，zuishouhuanyingdegongnengshi100tianchaozhangdaiji，yingyuyufajingjiang，xunirenkouyujiaolianyijiwuniangaokaosannianmoni。kandaoxunirenkouyujiaolianchengweizuishouxuexizhehejiazhanghuanyingdegongnengzhiyishilingrenxingfende。womenhengaoxingdiyudajiafenxiang，zai8yuedeqian20tian，shoux6 prohes6daidongcidianbipinleijihuoliangtongbizengzhangle20%yishang。”

发布教育垂直大模型“子曰”

shanggeyue，youdaozhengshifabuleguoneishougejiaoyuchuizhidamoxing“ziyue”，bingfabulejiyu“ziyue”damoxingyanfadeliudachuangxinyingyong——“llmfanyi”、“xunirenkouyujiaolian”、“aizuowenzhidao”、“yufajingjiang”、“ai box”yiji“wendangwenda”。

xiangbiyutongyongdamoxing，“ziyue”congyikaishijiuyi“changjingweixian”weidingwei，zhuanzhuyuweibutongxuexichangjingshejidingzhihuamoxing，yishixianmoxingyuchangjingdegaoduqihe。

erjiduyilai，chulexuexifuwuhezhinengyingjian，youdaoyebuduantuijinaijishuzaiduogeyewuchangjingdeluodi。biru，dazai“ziyue”damoxing，jubeijuzirunse、yufajiucuo、xiezuojianyi、zhongdiantiliandenggongnengdeai box，zaiyoudaofanyizhongzhengshishangxianhou，daidongcidianleidingyuehuiyuanshutongbizengzhangjin100%，cidianleihuiyuanshourutongbizengzhang200%yishang。

xianjieduan，guoneigedaqiyefenfenjiadaleduiaidamoxingdezijinhejishutouru，youdaociciyechongfenzhanxianchuzishenzaiaijishudejileiyijichusedechengbenkongzhinengli。caibaoxianshi，youdaoerjidudezongyunyingfeiyongwei8.6yiyuan，qizhongyanfafeiyongwei2.1yiyuan，jundiyushangniantongqi。zhoufengcengbiaoshi：“gongsijiangchixutouruyanfa，hangshiyoudaozaijiaoyukejifangmiandegexiangjichusheshiyuyingyongjishu。”

zhoufengbiaoshi，damoxingjishuhenzhongyao，gengzhongyaodeshiyingyongchangjing，womenkanhaodamoxinghejiaoyudejiehe，yehuizaizheigelingyubuduanchuangxin。

zhoufengcheng，“yonghuduiyugenghaodexuexichanpinhefuwudexuqiuhuichixufazhan。youdaojiangjixufahuizishenyoushi，jijieheneirong、duiyonghudelijie，yijijishushili，chixudazaojingpin，zhelibangzhuyonghutishengxuexixiaolvhexiaoguo，jinyibuzhuliyincaishijiao。”

有道Q2净亏同比收窄

youdao2023niandierjidujingkuisunwei3yiyuan，jiaoshangniantongqidejingkuisun4.55yiyuanshouzhai33%。

年底前将落地一批AI应用落地

youdaoceozhoufengzaidianhuahuiyishangtoulu，zaiyanfafeiyongfangmian，youdaoshizhongzunxunshenshenshidangdeyuanze。gongsizaiailingyudetourushichixude，yanjiudeketiyexiangduimingque，bingbushijinqicaikaishi。yucitongshi，gongsibuduancaiyonggengyouxiaodefangshitishengyanfaxiaolv。

2023nianshangbannian，zaiziyandejiaoyudamoxingyingyongbuduanluodideqingkuangxia，youdaolianxulianggejiduyanfafeiyongtongbixiajiang，shangbannianyanfafeiyongtongbixiajiang5.7%。zheizhuyaoshiyouyuwomenyongyouduonianaiyanfajingyan，zaizheigeguochengzhongjileiledaliangdejishuyurenzhi，bingqiezaicijichushangjinxinglejinyibudeyanfa。

“jinnianniandiqian，youdaojianghaiyouyipiaiyingyongluodi。youdaojiangbuduanpinghengjichumoxingheyingyongfangmiandetouru。xianzaituanduiyuelaiyueyoujingyan，gengqingchunaxietourugengyouxiao。yujiyingyongduandechengxiaojianghuijinyibutigao。”

ciwai，aigchaidailailegongzuoxiaolvdetisheng。liru，aigcdeyinrujiangkechengjiaofudemeishuneirongzhizuoxiaolvtishengle50%。yujiweilaihuiyougengdadetisheng。

zhoufengshuo，yujiyoudaoxiabanniandeyanfafeiyongbuhuitongbidafushangzhang。yifangmian，youdaochixugaishanbottom linedemubiaobubian；lingyifangmian，chuizhilingyuaidekaifabuhuichanshengdaguimodeyanfatouru。youdaoyejiangjixuyouhuayanfafeiyongjiegou，jianshaohuotingzhiqianjingdaimingquexiangmudeyanfazhichu，bingjiangjieshengxialaideyanfafeiyong，yongyugongsideaiyanfaxiangmu。

zaiaijiachixia，youdaodeguanggaoshouruchixuzengzhang，tongqi，youdaodazaidamoxingdeyingjianyeluodibingqudechengji。zuixinzhanbaoxianshi，youdaocidianbix6 proheyoudaocidianbis6fashouyilai，wendingtianmaodianzicidianrexiaobangdiyi，jingdongcidianbixingyedanpinxiaoshouediyi。

dangqian，youdaozhengzaidazaodamoxing+jiaoyudegainian，erzaidamoxinggainiandejiachixia，youdaoyehuiyougengduoxindegushi。