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Tongdao Liepin vs Boss Zhipin: Same Industry, Two Very Different AI Strategies

Tongdao Liepin vs Boss Zhipin: Same Industry, Two Very Different AI Strategies

Notes from Tongdao Liepin’s investor meeting—on their new AI strategy and dividend policy.

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The Great Wall Street
Jun 19, 2025
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The Great Wall Street
The Great Wall Street
Tongdao Liepin vs Boss Zhipin: Same Industry, Two Very Different AI Strategies
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Last Friday, Tongdao Liepin $6100.HK held its annual investor meeting in Beijing. It was an insightful session, especially in light of their new dividend payout policy and their updated AI strategy which, notably, contrasts with the direction their main competitor Boss Zhipin BZ 0.00%↑is taking.

In this article, I walk through my notes from the meeting and highlight some of the key differences in how the two companies are approaching AI.

This post is for paying subscribers. If you haven’t subscribed yet, you can still read my original piece on Tongdao Liepin, which is free.

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