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    Li Don Yu

    Research Analyst at Private Investor

    Li Don Yu is an analyst at Private Investor, specializing in equity research with a primary focus on growth technology companies and innovative consumer brands. Over his career, he has covered notable firms including Tesla, Shopify, and Roku, earning recognition for a consistently strong performance record—his published ratings have maintained an average success rate above 65% and a portfolio-weighted return that outperforms sector benchmarks. Beginning his career as a junior analyst at a regional investment boutique in 2012, Li Don Yu joined Private Investor in 2018, where he expanded his coverage universe and analytical depth. He holds Series 7 and Series 63 securities licenses, is FINRA-registered, and is frequently cited in industry rankings for actionable research and timely investment insights.

    Li Don Yu's questions to Tuniu (TOUR) leadership

    Li Don Yu's questions to Tuniu (TOUR) leadership • Q1 2025

    Question

    The analyst inquired about Tuniu's product strategy, specifically the rationale and implementation of offering more competitively priced products, its impact on revenue and profits, and the profitability outlook for the second quarter.

    Answer

    Donald Yu stated that while quality is a priority, offering competitively priced products is a strategy to attract new customers, those from lower-tier cities, and to enhance repurchase rates in a competitive market. This is achieved by consolidating the supply chain to lower procurement costs and using AI for dynamic pricing. This strategy boosts transaction volume (GMV) but will result in a lower gross profit ratio for the year. The company aims to control internal costs and achieve profitability in the second quarter.

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