兑吧(01753.HK)SaaS業務高增長邏輯正持續兑現
3月31日，兑吧(01753.HK)發佈了2021年度業績，公司實現營收約人民幣13.12億元，同比增長22.6%；毛利約人民幣3.70億元，同比增長65.15%，毛利率升至28.2%，整體業績開啟復甦跡象。作為兑吧的戰略核心且最為資本市場看中的用户運營SaaS業務，持續保持較高的穩健增長態勢。
公吿顯示，兑吧於2021年新籤合約(包括續簽合約)數量達到了820份，儘管與2020年相比合約總數減少了14份，但合約總價值達到1.867億元，同比2020年增長了79.5%。在簽約總額保持高增長的情況下，兑吧摺合當年每份已籤合約的客單價為22.8萬元，較2020年同期增長82.4%，表明兑吧已經由拓客早期的"廣撒網、擴新客"的量增模式，轉向了高質量合作客户的深挖階段。
今年3月23日，由新浪財經、蘇寧金融研究院出品的《中國銀行業數字化轉型研究報吿》正式發佈，報吿指出"交易銀行成為銀行戰略轉型及數字化變革中的重要路徑和創新點"，改變了商業銀行的經營理念和服務模式，促使商業銀行進行自我顛覆和價值重構。銀行數字化轉型的一大重要意義在於，利用數據提高了銀行對客户需求的洞察力。當前時代各個行業的發展都是以客户需求為中心，滿足客户的需求，為之提供優質的服務和產品，對於企業的發展有着重大的戰略意義，而通過數字化轉型就可以收穫客户對品牌強大的忠誠度。作為線上用户忠誠度挖掘與培養的行業專家，兑吧在擴大銀行客羣的戰略執行中得到了顯着的業績回報，於2021年與銀行客户的新籤合約(含續簽合約)數量達215份，較2020年相比多出12份，但合約總價值增至8920萬元，較2020年同期增長111.9%，對整體簽約的增長貢獻十分突出。兑吧預計將繼續鎖定銀行客户的戰略價值，為整體SaaS業務的多點開花提供重要的行業案例支撐，進而使得兑吧未來在拓客方面具備可複製、可推廣的業務經驗。
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