ϧһдʵ,⼸ڶ˾Ϥ·
йSaaSг,Žҵг,Ҷһ̭ڼµĹ,һЩһζ,Եͼ۾ӪƴƷļ۸,ķչǰ·һЩ,ƾҵ,߶ûȡNPSֵԼʡëʡֽȷӳгֵӯĹؼָ,ɳԵĽչ
˰ѹɷ,ΪһҳڼֵּӪҵDz˰,ƾԷֵҵľӪģʽ,̽Զķչռ䡣
01 ϸӪıӯ,ϵ¼ֵ
,˰ѹɷݷ2023걨,һݲijɼ,BDz˰ƽ̨ӯɹΪۡ걨ʾ,2023깫˾BʵӪҵ10.85Ԫ,ͬ13.8%;2.45Ԫ,ͬ37.4%;Bҵ22.62%,ͬ3.9ٷֵ㡣
ֽǶȿ,2023깫˾ʵ־ӪԾֽ2.44Ԫ,ͬȴ172%,ҪϵBҵȽ,ҵտ¡SaaSԤѵʽԹ,ӺͬծǶȿ,2023ĩ˾ͬծģﵽ8.26Ԫ,18%ֽͬծı,Ҳһӡ֤˹˾Bҵģʽӯԡ
ֵע,˰ѹɷ2023ľӪҵƹ,ȷֵ졢չرЧԴءΪĵķչԡһԲ˹˾гƵ̶,ҲʱԽľĺж
˽,ȥ˰ѹɷ˳Ӧ˰ڷƱӻĸ,ƽ̨ĸݵAIGC,Bƽ̨Ʒֵϵάȵȫ:
żƷ:˰ʵSaaS,˰ҵҵԱҵЧʺȷȡҵ˰ʵּͨŻ,˰ʵҵķЧһﲻӿ˹,Ҵ˷ľȺרҵԡ
ͲƷ:Ϲ˰SaaS,ҵԲ˰.Ϲ˰ŲƷȫҵҵϹ桢˰Żݼ˰ùȺ,ͨݷܻ,ΪͻṩϹ˰Ż,ֲ˰רҵֵ
߽ͲƷ:ƾSaaS,ҵԲƾھҵ,ΪͻṩȫIJƾͨݷ,ͻʶܿؾӪ,ͬʱDZڵ,ΪҵijԶչṩս֧֡
˳ӦƷֵϵ,2023,˰ѹɷBӮDz˰ƽ̨Ƴˡܹ˰Ϲ˰šȸֵƷ,ƶSaaSƷ˰ʵϹ˰ŵԽסڸֵƷܻӭӪϵЧ,˾Bҵӯ,ȴ2023ƶռʡARPUֵԼʵȺĿꡣ
걨ʾ,2023ĩ,˾ӮDz˰ƽ̨(ҵȺ)Ծû820,16.3%,û568,29.1%,гռʽһ
02ƻıɳԷչ,ҵģʽ
֪,йSaaSҵķչ,۸սһֳг,ָͨҵΪгݶ,ͨͲƷļ۸ͻ,ijЩSaaSҵܻƳIJƷ,Ը͵ļ۸ṩ,Լ۸еСҵ
ƶҵսʱ,DZȨ볤ڷչȻijЩԿܻʹҵڶܹѸгݶ,,DZڷղݺӡ,ЩԿܻҵӯʴ,ͬʱƷ
SaaSҵķչ,һؼսԾ߱ѡƷĶλҵѡСı·?ѡȫĶƻ·?SaaSҵڷչƷгʵ̱,ͬʱҲһսĿ⡣
ע,˰ѹɷ2016B˽˰SaaSгʱ,ض쵽гӱܵսΪƶ·ߵѡ,˰ѹɷݵӮDz˰ƽ̨ȫƻķʽ,ѡˡСƱ˰Ʒķչ·,ͬʱ̽רעijһضη,ںϡ߶ʵСִ,조ǻƷ+רҵѯģʽҵרҵ
ʶѯĵб,˰ѹɷBҵᶨ۽Сҵֻ,˰鲼,ȻͺARPUֵķչģʽ,㳤,ɳԷչ,
СҵȺ,Ǿ߱˰ҵСҵDz˰ΪСҵ,ҹ˰ĸƽ,Ƕڲ˰ֻת,ͬʱעز˰Ϲ桢ùŻоȸܾӪĹ
˰ѹɷ걨ָ,2023깫˾ر۽ӴзͶͿȺȫӪ,СҵȺ,Ʒıģ黯ˮƽ,ͬʱעؿظֵƷ,Ʒ,Ը߿͵ۿӯ¿ռ䡣
ӮDz˰ƽ̨ĻƷҪDz˰ʵSaaS,ṩƱȫ̹ոѿعճ˱˰Ʊ˰һ廯ı߷2023,˾ǻ,˲˰ʵSaaSҵЧ,ʵ˳ɱЧ
һ,СҵûΡ߽IJ˰Ϲ桢˰Żݵȷ,˾AIGCƳԺϹ˰Ϊĵġܹ˰ֵƷ,ƻķʽ,ΪСҵûĴҵ˰,ּͨƶ˼,˰̡
Ȧɵ,˾ġܹ˰Ʒרҹ,ΪûṩרҵIJ˰Ͱʽѯ,ͻֵ
һܲ˰ͷIntuitڿAIƷӦó˼·Ϊơ
Intuit2008SaaSתս,ͻȫǨƶˡ2023,ChatGPTȫ˹ȳ,IntuitڷչرǿAIڡ¼ֵٶȡҪԡ
ǰ,IntuitĴƷ֮һQuickbooks,ΪСҵṩܻ˱˰ƽ̨,AIGCӳֺ,ʵ־شͻ˰Ϲ桢нʿڵҵ,ʵͨAIר,ͬʱںӪĹܡ۽ֵûͲƷ,̽Ϲ˰ҵҵӪĺļֵ
,˰ѹɷBѳɹ˳һǻ˰ı·,ƶƷƽ̨ӿͻӪģʽƽ̨Ӫģʽת,㷺̬齨ܵĺϵ,ͬȫ˰ֻƽ̨
ſͻǶȵIJ,,ҲѳΪ˾Bҵڶߵ档
03 ġڹ,Ʒջ
оָ,ǰ,ʱйSaaSķչ,ҵͷѳ,ҵתͿٸ,ҵֳ䡣
ҵھʱ,ʵһʤ̭ɳĹ̡ڼҵг,ΡΧ?ǹڶSaaSҵıش⡣
Ʒʯ
,˰ѹɷݳĿڹ,ԴԴϵĴƷ,ƾȶȫЧ,ں嫵IJҵ,ľ,ջӮгӦս
2023,˾ͨһȫֱIJ˰ģͽ,AI+SaaSӦü˰ѯڡ,˾մģͼ,ӴAIGCڲ˰SaaSƷеӦ,Ϊҵҵ̬ṩAI+SaaS;ڶ˰ݵ,촹ֱAIӦ,,ṩ˰ѯ,ڴйӰIJ˰ѯƽ̨
֮Ӧ,˾зͶ걨¶,2023깫˾зͶ4.85Ԫ,ͬڴ5351.7Ԫ;зͶռӪձʴ26.5%
,Ӿ,˰ѹɷ20ķչ,ѻ˺ҵݺӦþ,ƾݼֵӦþ˶һҵKnow-how顣ݼֵӦò,˾GΪ,ʵݼֵЧӦ,B˵ģͺӦþС
ڷḻҵKnow-how,˰ѹɷBԸݵΪ֧,˶ΪҪص־,Сҵֻת͡ں̶ܴ,ƶҹӹҵ־áܾõļ
־áܾõĸٷչ,ҵֻת,ҲӾгйSaaSͺ˰ѹɷݵ,ǿΪĵֲҵ,Ҳ˲˰ֻԾֵʱϣԶ
Ϊ棬زɹṩԱݵʵԸ𡣱ĿڴݸϢͬ۵ͶʵԸкʵݡݽ߲ο
α༭ǿ HF013
