Specialist
Former Sales Senior Manager at Autohome Inc
Agenda
- Autohome’s cooperation with dealers and auto manufacturers, plus dealer changes in 2019
- Autohome’s development strategies, risk control, and changes to its corporate structure and decision-making process after being acquired by Ping An
- Profit models and monetisation capabilities of automotive information platforms, industry prospects and development trends
Questions
1.
Autohome realised RMB 7.23bn in net revenue in 2018, up 35.4% year on year. Net profit attributable to the company climbed 43.4% from a year earlier to RMB 2.87bn. What moves did Ping An make after its acquisition of Autohome in 2016? What impacts did they have on Autohome’s business?
2.
What are Autohome’s strengths compared with its main competitors such as Bitauto and Dongchedi? Will it go downward amid the competition?
3.
In 2019, dealers terminated contracts with Autohome one after another. Why? What measures has Autohome made as a response?
4.
What’s the logic behind the price rise?
5.
Why has the conversion rate of its leads dropped from 8% in previous years to 4%? Does it have anything to do with the quality of leads?
6.
According to third-parties, Autohome is still seeing growth in its daily active users (DAU). But you think it is actually facing stagnant growth in mobile and PC traffic, right?
7.
What is your estimate on the growth in annual framework agreements between automakers and platforms such as Autohome?
8.
Which players might increase market share in the auto advertising sector?
