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Chris Chou

Research Analyst at Huotai Securities

Chris Chou is a seasoned investment analyst with over 15 years of experience, currently serving as a macro perspective contributor at JAVLIN Invest and formerly head of North Asia trading at Macquarie Bank. He has covered a broad range of financial institutions and asset managers, providing expertise in risk management and trading credit and interest rate bonds, particularly across North Asian markets. Chou began his career at RiskMetrics Group (now part of MSCI), followed by roles at Mitsubishi UFJ Trust International and a decade at Macquarie Bank, before joining JAVLIN Invest. He is a CFA charterholder and holds a Bachelor’s degree in Electrical Engineering with a certificate in Computer Science from Princeton University.

Chris Chou's questions to Baozun (BZUN) leadership

Question · Q2 2025

Chris Chou from Huatai Securities asked about the progress of AI applications, whether the focus is on revenue or cost reduction, and future plans. He also inquired about any early indications or strategies for the upcoming Double Eleven (11/11) promotion.

Answer

Junhua Wu, Chief Strategy Officer, clarified that Baozun's current AI focus is on internal efficiency and cost savings, such as creating digital assets (images, scripts), as the technology is not yet mature enough to replace human expertise in revenue-driving roles. Regarding Double Eleven, he stated that while specific campaign details are not yet available, brand partners are confident after a strong 6/18 festival and are planning for increased inventory and marketing budgets, suggesting a promising outlook.

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Question · Q2 2025

Chris Chou from Huotai Securities asked about the progress of AI applications, specifically whether the focus is on revenue generation or cost reduction, and inquired about any early plans or indications for the upcoming Double Eleven (11/11) promotion.

Answer

Chief Strategy Officer Junhua Wu responded that Baozun's current AI focus is on internal efficiency and cost savings, particularly in creating digital assets like images and videos, as the technology is not yet mature enough for complex revenue-driving strategies. Regarding Double Eleven, he stated that while specific platform mechanisms are unknown, brand partners are planning for higher inventory and marketing budgets after a strong 618, indicating a promising outlook.

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