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    Gary Dvorchak • Water Tower Research

    Gary Dvorchak's questions to Uxin Ltd (UXIN) leadership

    Gary Dvorchak's questions to Uxin Ltd (UXIN) leadership • Q1 2025

    Question

    Gary Dvorchak of Water Tower Research asked about the role of New Energy Vehicles (NEVs) in Uxin's business, questioning their current share of sales and the company's strategy for future NEV exposure.

    Answer

    CEO DK confirmed the rapid growth in China's used NEV market. He stated that from January to April 2025, NEVs constituted approximately 9% of Uxin's retail sales, a figure growing over 100% year-over-year and exceeding the national average. DK clarified that the company's inventory strategy is quality-driven, not based on powertrain type, and expects Uxin's NEV mix to grow naturally in line with the broader market's structural shift.

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    Gary Dvorchak's questions to Uxin Ltd (UXIN) leadership • Q4 2024

    Question

    Gary Dvorchak of Water Tower Research asked for management's outlook on China's used-car market for 2025, considering the potential impact of U.S.-China trade tensions and other major challenges.

    Answer

    Dai Kun, an executive, stated that direct impacts from trade tensions on the domestic used-car market are expected to be minimal. He expressed optimism for 2025, highlighting that the Chinese government has introduced measures to stimulate domestic demand, such as expanded trade-in subsidy programs. Kun also suggested that broader economic headwinds could increase consumer demand for value-oriented used vehicles, benefiting Uxin. He reiterated confidence in achieving over 100% retail sales volume growth, significantly outpacing the industry average.

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