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    Yushi

    Vice President and Equity Research Analyst at CICC

    Yushi is a Vice President and Equity Research Analyst at CICC, specializing in the Chinese internet and technology sectors with a research focus on leading firms such as Alibaba, Tencent, Meituan, and Pinduoduo. With a strong analytical background, Yushi has developed a reputation for insightful coverage, achieving recommendation accuracy close to 65% according to market data, and has helped drive strong returns for institutional clients. Beginning his finance career in the mid-2010s, Yushi previously held analytical roles at CITIC Securities before joining CICC in 2021, where he quickly advanced to his current position. He holds FINRA Series 7 and Series 63 licenses, has been recognized for contribution to top broker research teams, and frequently appears in institutional investor rankings for sector research excellence.

    Yushi's questions to Boqii Holding (BQ) leadership

    Yushi's questions to Boqii Holding (BQ) leadership • Q4 2023

    Question

    Yushi from CICC asked for a detailed outlook on the private label business, including future revenue contribution and gross margin targets. She also inquired about the company's current cash position and its operational runway, and the specific strategies to achieve the stated private label goals.

    Answer

    Co-CEO and CFO Lisa Tang stated a medium-term goal for private label revenue to exceed 30% with a gross margin over 35%, driven by data analytics and brand strategy. Tang also reported a cash and equivalents balance of RMB160 million as of March 31, 2023, with operating cash outflow significantly narrowed to RMB51 million, ensuring a long operational runway.

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