Re -service, re -research, BOSS directly hired R & D expenses in the first quarter, rising 78%, and the offline audit team radiated over 150 cities

Fengkou Finance reporter Wu Si

On June 24, BOSS direct hire (NASDAQ: BZ) released the first quarter of 2022 financial report. The financial report shows that BOSS directly hired revenue of 1.138 billion yuan in the first quarter of 2022, an increase of 44.3%year -on -year, and the market expectations were supermarket. Under the non -informal accounting standards, the company has continued to make a profit since its listing, and its net profit was 121 million yuan after adjustment in the first quarter.

Since 2022, the complexity and uncertainty of the market have risen, and the active market active entities such as college students, small and medium -sized enterprises such as small and medium -sized enterprises have faced more challenges.

"Employment has salary, consumption is consumed if there is salary, there are 10,000 lights if you have consumption. If you have consumption, you will have economy. Service employment is the job of enterprises like us. In the first quarter, we support users with difficulties through resources. For example, small and medium -sized enterprises, serious epidemic areas, and support for college students. As the epidemic prevention and control situation is better, we have also seen the needs of companies in these regional enterprises and the confidence of job seekers. Chang and CEO Zhao Peng said, "Building the core ability is something that enterprises always do. No one is looking forward to challenges every day, but challenges do create core capabilities. For enterprises, sometimes the more they encounter challenges, the more they need to be in Increase investment in key matter. "

Technical investment to create a record high

During the reporting period, BOSS direct employment continues to increase intelligent matching and security, such as production and research, investment infrastructure and outstanding talents. In the first quarter, R & D expenses reached 291 million yuan, an increase of 78%year -on -year, a record high in a single quarter.

The previous annual report showed that in 2021, the average monthly chat information was generated by BOSS direct hires, and the daily active user (DAU) accounted for 26.7%of the monthly active user (MAU).

Relying on the optimization measures such as excavating the deep needs of users and improving the satisfaction of users on the platform, the BOSS direct hire in the first quarter still maintains high user stickiness. In the first quarter, the average daily active user average of BOSS and peaks exceeded the same period last year; the average monthly active users were 25.2 million, which remained rising year -on -year. In the first quarter, BOSS direct hires continue to lead the online recruitment industry.

Number of paid companies customers 4.1 million

Under the intelligent matching system and active job job recruitment ecology, BOSS direct hires can provide flexible and cost -effective recruitment services for enterprises of various scale, maintaining a stable signing rate and renewal rate.

At the market level, the fundamentals that support the development of BOSS direct recruitment have not changed. With the improvement of talent value in corporate strategic position, more and more companies inclined more resources into the recruitment link.

In the 12 months of March 31, 2022, the number of BOSS direct employment -paying enterprise customers reached 4.1 million. In the first quarter of 2022, revenue achieved 1.138 billion yuan, of which 99%of the revenue came from online recruitment services; the calculated cash receipts were 1.292 billion yuan; the operating profit margin after adjustment was 11%.

In terms of other expenses, BOSS direct sales and marketing expenses in the first quarter were 522 million yuan, and generally and administrative expenses were 156 million yuan. Sales and marketing costs decreased year -on -year.

Leave reduction rate supports the affected area affected by the epidemic situation

Under the fluctuations of macro markets, small and medium -sized enterprises and college students are under pressure. These people occupy a considerable proportion of BOSS direct hire users. In a special period, the company's power can provide support to users, increase the vitality of the employment market, and also help create a long -term and sustainable environment.

In the third and fourth quarters of 2021, BOSS directly hired some positions in 13 industries including education and training, service industry, and a free strategy, covering 35 cities across the country. Education, service industry, and real estate are shifted from charges to free, and the prices of some positions have also been reduced. On the basis of the first two quarters, BOSS direct hires in the first quarter of 2022 continued to reduce the position and industry position rates affected by Shanghai, Jilin, Shanxi, and other epidemics, and encouraged enterprises to release recruitment needs.

In May 2022, the BOSS direct hiring anchor Xiaomu during the home office, recommending posts for college students in the live broadcast room.

This year's freshmen exceeded 10 million, and college students' employment is the issue of common attention of the whole society. For manufacturing and small and medium -sized enterprises with greater employment and absorbing value, BOSS direct hires to improve the recruitment efficiency of related enterprises by increasing live recruitment fields and issuing recruitment subsidies. In the first quarter, nearly 2,500 live broadcasts participating in SMEs and manufacturing. In addition, for college students, BOSS direct hires also jointly held a 6 -week employment activity with the Ministry of Education 24365 campus recruitment service.

Since May, with the development of the epidemic prevention and control situation and platform support measures, the release of posts in Shanghai, Jilin and other places has increased and recovered from the most serious period of affected by the epidemic. In areas such as Guangzhou, Wuhan, Nanchang, etc., the number of chatter and recruiters has risen, up to 30%.

Offline safety audit team radiation over 150 cities

Convenience and security have always been the primary concern of users when applying for a job.

Public information shows that in 2021, BOSS direct employment security related teams increased by 750, with a total number of more than a thousand people. According to the "BOSS Direct Appointment Platform Governance and Service Bulletin", with technical support, the false accuracy rate of the AI ​​automatic identification business license is more than 85%.

The bulletin showed that the platform was located in the first quarter of nearly 160,000 illegal accounts and assisted police from all localities to arrest 19 criminal suspects. Cracking illegal acts such as enrollment, charging, the company's arrears of salary, and privacy. During the same period, the BOSS direct -employed offline security audit team has 50 cities in the cities, and at the same time radiate over 150 cities around the surrounding area, with the average monthly verification of more than 100,000 addresses, and the emergency state of two hours of door -to -door. The employees of the offline security audit team are checked the enterprise address

The blue -collar recruitment market has long -term user trust. Under the support of offline audit capabilities, BOSS directly hired to launch the Blue -collar position Baozhen project "Conch prevailing" in 2021. The project post publisher and the workplace were conducted offline to survey. Since the beginning of the year, the "conch prevailing" cooperative companies have grown sharply. At present, well -known companies such as BYD, Foxconn, Tianjin, Tesla, and Midea have settled in.

Investment institutions continue to be optimistic

The improvement and feedback of user experience continues to strengthen the company's confidence in the future. In March of this year, BOSS directly applauded that it will carry out a $ 150 million stock repurchase plan in the next 12 months.

The company also shows a healthy and good cash condition to ensure long -term investment in intelligent matching and security construction in the future. In the first quarter of 2022, operating cash flow was 294 million yuan, an increase of 78%year -on -year.

In the investment market, the long -term value and fundamentals of direct hire by BOSS are continuously recognized. The positions disclosed by the agency comprehensively showed that in the first quarter of 2022, a total of 41 investment institutions established positions, and 107 institutions increased their holdings of BOSS direct hires. As of March 31, there were 199 direct hiring stock institutions, including T. Rowe, Vanguard, Krane Funds, UBS AM, JPMorgan, BlackRock and other well -known institutions.

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