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    Jiulu Li

    Research Analyst at CICC

    Jiulu Li is an Analyst at CICC specializing in equity research within the Chinese capital markets. He covers a range of companies, focusing on detailed sector analysis and investment recommendations, though there are no publicly documented specifics about exact companies covered or performance metrics such as analyst rankings or returns. With a professional background rooted at CICC, there is no verified information regarding previous firms, notable rankings, or specific securities licenses. Details on official credentials, success rates, or industry recognition have not been found in available public records.

    Jiulu Li's questions to Full Truck Alliance (YMM) leadership

    Jiulu Li's questions to Full Truck Alliance (YMM) leadership • Q3 2024

    Question

    Jiulu Li of CICC questioned the key factors driving the 33.6% year-over-year growth in monthly active shippers (MAUs) to 2.84 million and asked for details on the user profile of these newly acquired shippers.

    Answer

    CFO Chong Cai attributed the rapid MAU growth to effective user acquisition through online and offline campaigns, alongside improved user engagement from refined operational strategies. He specified that new users are predominantly direct SME owners from diverse sectors like building materials, food, and chemicals. Mr. Cai also noted that product optimizations, such as simplifying the order interface and promoting a mini-membership program, were crucial for boosting user activity and retention.

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    Jiulu Li's questions to DADA leadership

    Jiulu Li's questions to DADA leadership • Q2 2024

    Question

    Asked for financial guidance and growth targets by business, an update on the cooperation with JD.com including user penetration goals, and whether the recent management change will alter the company's strategy.

    Answer

    The executive explained that business adjustments have posed a short-term challenge to JD NOW's revenue, but growth on the JD App channel is partially offsetting this. Dada NOW is expected to maintain above-industry growth. The company is prioritizing user and order growth and is confident in long-term profitability. Regarding the JD partnership, the new JD NOW section on the JD App has expanded nationwide and is showing strong user engagement, with user penetration reaching mid-single digits. He confirmed that the company's core strategy for both JD NOW and Dada NOW remains unchanged despite the management transition.

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