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    Jiawei Yin

    Research Analyst at CITIC Securities Company Limited

    Jiawei Yin is an analyst at CITIC Securities Company Limited, focusing on equity research and providing coverage for companies such as Baozun Inc., particularly within the e-commerce and consumer sectors. Yin participates in major earnings calls, demonstrating close engagement with covered companies and offering in-depth, actionable analysis to institutional clients. While specific performance metrics and ranking data are not publicly available, Yin's active involvement in high-profile earnings discussions suggests recognized expertise and valued insight in the industry. Details regarding career timeline, prior experience, and professional credentials such as FINRA registration or securities licenses have not been identified through public records.

    Jiawei Yin's questions to Baozun (BZUN) leadership

    Jiawei Yin's questions to Baozun (BZUN) leadership • Q2 2025

    Question

    Jiawei Yin from CITC asked if platform-provided benefits have reduced operational costs for brands and if changes in traffic allocation have boosted brand product traffic. He also inquired about Baozun's plans for further brand acquisitions, the selection criteria, and how operational experience from Gap and Hunter will be leveraged for new brands.

    Answer

    Junhua Wu, Chief Strategy Officer, explained that platform rebate programs (JVP) benefit both brands and Baozun by encouraging top-line growth. He noted traffic allocation varies by category, with a general trend away from price wars. Chairman and CEO Vincent Wenbin Qiu stated that the strategy for the BBM segment is to acquire brands with growth potential, preferably by converting existing e-commerce clients to reduce risk. Ken Huang, CFO of BBM, added that the infrastructure built for Gap and Hunter provides a strong foundation for onboarding future brands.

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    Jiawei Yin's questions to Baozun (BZUN) leadership • Q2 2025

    Question

    Jiawei Yin from CITC asked if platform initiatives benefiting merchants have reduced Baozun's costs and if prioritizing traffic quality over low prices has boosted brand product traffic. He also questioned Baozun's plans for further brand acquisitions, the selection criteria, and how operational experience from Gap and Hunter will be leveraged for new brands.

    Answer

    Chief Strategy Officer Junhua Wu explained that platform rebate programs (JVP) benefit both Baozun and its partners by driving top-line growth, and that traffic allocation strategies vary by category. Chairman and CEO Vincent Wenbin Qiu stated that BBM's strategy involves building a brand portfolio, often by converting existing e-commerce clients to reduce risk. He outlined criteria such as growth potential and profitability. Ken Huang, CFO of BBM, added that the infrastructure built for Gap and Hunter provides a strong foundation for onboarding future brands.

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    Jiawei Yin's questions to Baozun (BZUN) leadership • Q1 2025

    Question

    Jiawei Yin from CITIC Securities asked for an update on the Gap brand's operational strategy and how Baozun Brand Management (BBM) plans to balance scale expansion with profitability. He also inquired about plans for acquiring new brands and the company's strategy regarding the recent collaboration between RedNote (Xiaohongshu) and Tmall.

    Answer

    Ken Huang, CEO of Baozun Brand Management, detailed Gap's strategy, focusing on enhancing core product categories, localizing marketing, and expanding channels with a target of 50 new stores in 2025 to achieve scale and reach breakeven in the final quarter. Junhua Wu, Director and Chief Strategy Officer, explained that the RedNote-Tmall 'Red Cat' initiative is a performance marketing tool with a higher ROI than traditional Tmall search, and several brands are already reallocating budgets to it. Chairman and CEO Vincent Qiu added that while Baozun has a strong pipeline for new brand acquisitions, the company is proceeding cautiously given the macroeconomic climate, focusing on building synergies within its portfolio.

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