#1同城急送 京东快递 大闸蟹 巧克力 水果 方便面 良品铺子 新鲜上门 活力全开 SLP 1 9 9:41 ②东方渔人码头- 冬日美肤99减30 预计5分钟内接单 9 9 9 91 10 满99减30 心向阳光 春暖花开 TOP爆品榜单 GO O 4538 「超市 蔬菜 水果 鲜花 医药 "" 超市 「百货 11. 买菜 蛋糕 水果 鲜花礼品 送药上门 签到 手机 家居时尚 烘焙蛋糕 签到 鲜豆庄园 手机数码 从哪里发货? 要送到哪里? 邀请有礼 天天免单 限时抢券 头条 精选菜单不用会做菜,一秒成大厨,于成 限时抢购 回家吃饭 送达一下 (专业 wwwwwww ++ Aug 2023 3 达达快送 (:) 京东到家 Dada Nexus Investor Presentation#23 达达集团 达达快送 京东到家 DADA GROUP Disclaimer This presentation has been prepared by Dada Nexus Limited (the "Company") solely for information purpose. By viewing or accessing the information contained in this material, you hereby acknowledge and agree that no representations, warranties or undertakings, express or implied, are made by the Company or any of its directors, shareholders, employees, agents, affiliates, advisors or representatives as to, and no reliance should be placed upon, the accuracy, fairness, completeness or correctness of the information or opinions presented or contained in this presentation. None of the Company or any of its directors, shareholders, employees, agents, affiliates, advisors or representatives accept any responsibility whatsoever (in negligence or otherwise) for any loss howsoever arising from any information presented or contained in this presentation or otherwise arising in connection with the presentation. The information presented or contained in this presentation is subject to change without notice and its accuracy is not guaranteed. This presentation does not constitute an offer to sell or issue or an invitation or recommendation to purchase or subscribe for any securities of the Company for sale in the United States or anywhere else. No securities of the Company may be sold in the United States without registration with the United States Securities and Exchange Commission (the "SEC") or an exemption from such registration pursuant to the Securities Act of 1933, as amended (the "Securities Act") and the rules and regulations thereunder. 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You acknowledge that any assessment of the Company that may be made by you will be independent of this presentation and that you will be solely responsible for your own assessment of the market and the market position of the Company and that you will conduct your own analysis and be solely responsible for forming your own view of the potential future performance of the business of the Company. Certain statements in this presentation, and other statements that the Company may make, are forward-looking statements within the meaning of Section 27A of the Securities Act and Section 21E of the Securities Exchange Act of 1934, as amended. These statements reflect the Company's intent, beliefs or current expectations about the future. These statements can be recognized by the use of words such as "expects," "plans," "will," "estimates," "projects," "intends," "anticipates," "believes," "confident" or words of similar meaning. 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The reconciliation of those measures to the most comparable GAAP measures is contained within this document or available at the Companywebsite https://ir.imdada.cn/ 1#3达达快送 京东到家 Company Overview#4Our Mission and Platforms Riders Comprehensive and Efficient Fulfillment Solutions 3 达达快送 Dada Now Our Mission To Bring People Everything on Demand Retailers Merchants and Individual Senders Vast Volume of On-demand Delivery Orders Nationwide 3 达达集团 达达快送 京东到家 DADA GROUP 京东到家 JDDJ Consumers £24 Brand Owners 3#5Technology is Core to Our Platform 95%+ Delivery Fulfillment Rate for Intra-city On-demand Orders 1 ~30min Average Delivery Time¹ Notes: 1. In the second quarter of 2023. 2. As of June 30, 2023. 30 Operational Efficiency and Merchant Empowerment Omni-channel O20 Operating System 3 达达集团 达达快送 京东到家 DADA GROUP ~11,000 OPEN Stores Adopting Haibo² Membership Management for Retailers and Brands Picking Time as Fast as 3min Smart Order Recommendation and Dispatching System Digitalized Rider Management $ Automatic Order Pricing Mechanism Proprietary Software and Technologies Enormous Data and User Insights Artificial Intelligence and Data Analytics 4#6Mutually Beneficial Collaboration with Our Reputable Strategic Partners and Shareholders 3 达达快送 达达集团 京东到家 DADA GROUP Last-mile delivery On-demand Delivery partner for JD Logistics Strategic delivery partner On-demand for omni-channel delivery Delivery providing flexible 京东 Picking solutions delivery capacity Walmart improving efficiency during peak JD Shop Now 达达快送 京东到家 ✓ Strategic 020 platform On-demand Core pillar to JD's omni- 达达集团 DADA GROUP served as strong growth Retail On-demand Retail channel strategy ✓ Optimized on-demand shopping experience for JD consumers engine Walmart China's membership program 5#7Shop Now: Joint Efforts Together with JD.com to Unlock Potential in Local On-demand Retail Market 3 达达快送 达达集团 京东到家 DADA GROUP 京东 ✓ Enrich both product offerings and delivery options ✓ Meet consumers' evolving demands and provide a better shopping experience ✓ Improve operating efficiency leveraging omni-channel fulfillment O O M ■ On-demand retail within JD.com powered by Dada Group JD Shop Now Available in search results, Xiaoshida tab, recommendation feeds of JD App, etc. 3 达达集团 达达快送 京东到家 DADA GROUP ✓ Dada Group fulfills all needs of local on-demand retail and delivery on JD ✓ Increase penetration rate among JD's vast user base 6#8达达快送 京东到家 RERE Our Market Opportunity#9New Era of Local On-demand Retail in China 3 达达快送 AR 24 24 24 C2C E-commerce Platform Inter-city Multi-day Delivery 24 B2C E-commerce Platform Intra-city Same-day Delivery cknow 無料 www China 蒙古 SMCH 中国 3P Logistics AND 00 wi Warehouse 5388 163742 Maja HUEDINGOLANCHEN 0110 DONGRADOUDEN 3216 LAANANG Distribution Center Botanical Garden- 北京植物园” TY ANCUN SHRINGSH EMILK HADIAN Beijing Capital International Airport 北京首都国际机场 LUTHEN 子作 $12 550 CADANGANYANG Beijing 北京市 HUANG ANG RES Temple of Earth Park 701 532 5214 XUNING 201 达达集团 京东到家 DADA GROUP 020 E-commerce Platform Intra-city 1-hour On-demand Delivery Storefront CHAOYANG XICHENG G107 SALLALLAGANDANG TONGZHOU AHR O Heaven G107 Grand View Garden ANG Famed & historic temple complex www FENGTA 丰台区 VEXINDIANZHEN CADDAJANGZANG World Park 「世界公园 BADDANIGANS NANGANAN $215 UNANZHEN HEHUANGXIAN 0025 550 $15 COUTHEN QAFFLES wwww G we Beijing Chaoyang ANFONO 北京市朝阳区 ONVERT 門 НАШ 9711 B en 9215 ARGANS TWONKA 8#10Supermarket - Largest Local Retail Segment With Fast Growing O20 Penetration With annual sales over RMB3 trillion, supermarket remains the largest segment for local retail Supermarket 3 达达快送 达达集团 京东到家 DADA GROUP 020 platform is and will continue to be the major growth driver for supermarkets 020 GMV generated by platform model in supermarket segment Others Segment 6 RMB3+ trillion 23.7% Segment 5 Local Retail Segment 4 Sales by Segment¹, 2021 Segment 2 Segment 3 Segment 3 +51% CAGR 2019 2021 2025E Penetration² 1% 16% ||| JDDJ is the absolute leader and continues to expand market share among 020 platforms in supermarket segment Market Shares³ of Local On-demand Retail Platforms in China Supermarket Segment, 2021 Source: ¡Research. Notes: No. 1 【京东到家 No. 2 27% +2 ppt YoY 16% 1. Local retail sales do not include sales from categories such as automobile and building materials. Segment 2 refers to Apparel and Personal Care Stores; Segment 3 refers to Food, Beverage and Tabaco Stores; Segment 4 refers to Drug Stores; Segment 5 refers to Consumer Electronics and Appliance Stores; Segment 6 refers to Department Stores; Segment 7 refers to Convenience Stores.. 2. Represents 020 GMV generated by platform model as % of total China supermarket retail GMV. 3. Represents market share of local on-demand retail platform in the China supermarket segment, in terms of GMV. 9#11Large Potential to Be Explored Amid the Digital Transformation of Offline Retailers 3 达达集团 达达快送 京东到家 DADA GROUP While supermarket is among the earliest to adopt 020 model in local retail industry, more retailers across physical merchandise categories are embracing 020, driving overall market size to be over RMB1 trillion in 2025 Total 020 GMV generated by platform model (RMB bn) Penetration1 7.8% 5.3% 3.6% 2.4% 1.6% 1.1% 0.6% +56% CAGR 805 An Supermarkets Home appliances 1,194 ( > 537 Pharmacies Cosmetics 353 228 151 ☐ 8 83 2019 2020 2021 2022E 2023E 2024E 2025E Consumer electronics Others Source: iResearch Notes: 1. Represents 020 GMV generated by platform model as % of total China local retail GMV. 10 10#12达达快送 京东到家 RERE Investment Highlights#13Our Investment Highlights 3 达达集团 达达快送 京东到家 DADA GROUP 1 An Open On-demand Delivery Platform: Our Unique Value with Scarcity 2 Continually Enhanced Efficiency Driven by Network Effect and Technology Infrastructure 3 Widely Trusted Local On-demand Retail Platform Exhibiting Robust Growth 3 0 达达集团 达达快送 京东到家 DADA GROUP 4 Evolving Empowerment Capabilities Fueling Growth of Retailers and Brands 5 Powerful Multilateral Network Effects Fostering Win-win Outcomes 6 Proven and Visionary Management Team with Commitment to Technology Innovation 12#141 We Are An Open On-demand Delivery Platform With Unique Value and Scarcity 3 达达集团 达达快送 京东到家 DADA GROUP Prominent advantages compared with food delivery and other third-party on- demand delivery platforms Open Platform with Diversified Order Sources 8x Robust Growth Number of Merchants and Individual Senders in 2022 vs 2017 Flexibility Arising from Crowd- sourcing Platform 3x High Scalability Orders in Peak Day Compared with Average1 Integrated Fulfillment Solutions Food Delivery Platforms Other Third- party Delivery Platforms Warehouse management ✓ In-store picking О On-demand delivery Notes: 1. Total orders delivered on the peak day during 2022 was 3 times of average daily order volume in the same period. 13#152 Continually Enhanced Efficiency Driven by Network Effect and Technology Infrastructure 3 达达快送 Network Effect elivery and Experience Better 3 达达快送 and Higher More Rid Efficiency $ Higher Order Volume and Density 达达集团 京东到家 DADA GROUP Technology Infrastructure Smart Order Recommendation and Dispatching System Al-based orders and riders matching ■ Optimal routes recommended Automated Pricing System ☐ ■ Optimized pricing through Al algorithm ■ Further enhanced delivery efficiency and improved the overall delivery experience 14#16达达集团 达达快送 京东到家 DADA GROUP 3 Widely Trusted Local On-demand Retail Platform Fueling Growth of Retailers and Brands 3 Note: 92 of Top 100 Supermarket Chains¹ and Other Leading Retail Chains Walmart 沃尔玛 (YH)永辉超市 Vanguard* YONGHUI SUPERSTORES Key Growth Engine for Retailers and Brand Owners Walmart Wern Yuen Tan, ex-President 沃尔玛 and CEO of Walmart China "In July 2019, Walmart's sales on the JDDJ platform had grown by more than 13 times compared to the sales at its launch in 2016." "We are confident that this deeper collaboration with Dada Group will enhance our omni-channel footprint and deliver a better 020 (online to offline) customer experience." Rohit Jawa, Unilever North Asia Executive Vice President "JDDJ is one of our most reliable partners. Since the time partnership has been established, Dada has delivered secured service to our consumers, meanwhile, JDDJ also helps us in further building brand awareness and boosting omni- channel sales" Sam's 华润万家 CLUB METRO 物美 Carrefour WUMART 麦注龍 A CenturyMart 世纪联华 家家悅 Unilever 家乐福 P 步步高 D DENNIS ♡ /EON Better Life Hex 丹尼斯 永旺 武商超市 7FRESH B LOTUS 卜蜂莲花 FOOD MARKET ALDI 奥乐齐 百联集团 Brilliance Group 益丰大药房 Yifeng Pharmacy 老百姓 FamilyMart PAG DA watsons SEPHORA MINI 屈臣氏 SOU 萬寧 mannings 名創優品 1.2022 Top 100 supermarket chains as from China Chain Store & Franchise Association; As of Jul 31, 2023. PEPSICO Anne Tse, PepsiCo Foods Greater China SVP and GM "JDDJ has become one of our fastest growing sales channels among all platforms we worked with in China" 15#174 Evolving Empowerment Capabilities Fueling Growth of Retailers and Brands M: " Integrated Fulfillment Solutions Picking Assistant Order 0-0 000 ====ሰሰሰሰ EU Full-pick- Zone Solution Hybrid Solution Shelf- picking Solution Picking Time as Fast as Handover to Riders • 3min Note: 1. As of June 30, 2023. 2. As of Dec 31, 2022. 2016 CRM Tools and Membership Programs for Retailers Smart Product Assortment Data Aggregation and Analysis 020 Presence Optimization :D:D:D Stores 70,000+ Adopting CRM Tools¹ Leading Brands ~300 Using Monica Plarform² 2018 2018 3 达达集团 达达快送 京东到家 DADA GROUP CRM Tools and Membership Programs for Brand Owners Omni-channel 020 Operating System ADY Retail Chain Stores ~11,000 Adopting Haibo System¹ 2019 16#185 Powerful Multilateral Network Effects Fostering Win-win Outcomes for All Participants 3 达达快送 Riders Comprehensive and Efficient Fulfillment Solutions Consumers Order 3 Delivery Density Experience Product Offerings 达达快送 京东到家 Senders Massive Volume of On-demand Delivery Orders Nationwide BRANDO Retailers & Brands 达达集团 京东到家 DADA GROUP Digitalized Users 17#196 Proven and Visionary Management Team 3 达达快送 京东到家 达达集团 DADA GROUP Supported by Professional and Experienced Board Members Jeff He Beck Chen President 北京郵電大學 Being University of Posts and Teemuuentions CFO 復旦大學 FUDAN UNIVEMENT Deloitte. BAO ZUN Lashou.com Lijun Xin Chairman Christina Xiaojing Zhu Director JD.COM Note: 1. Ms. Laura Butler worked for PwC from 1990 to 2020. Walmart 沃尔玛 Baohong Sun Independent Director CKGSB 5 长江商学院 Laura Butler Independent Director pwc Jian Han Independent Director 合 CEIBS 18#20Our Growth Strategies Further Pursue and Enhance Strategic Alliances Continue to Invest and Innovate in Technologies Strengthen Collaboration with Brand Owners Invigorate Local On-demand Retail Platform Enhance On-demand Delivery Capabilities BRAND 8 3 达达快送 京东到家 达达集团 DADA GROUP 19#21达达快送 京东到家 Financial Overview#22Turned Non-GAAP Profitable While Maintaining Robust Revenue Growth 3 达达快送 达达集团 京东到家 DADA GROUP Revenue growth remained strong despite high base and macro uncertainty Revenue, RMB mn Efficiency improvement led to margin expansion to the positive territory Adjusted net income (loss), RMB mn 2,281 +23.2% 2,811 -396 -17.3% 0.3% 8 22Q2 23Q2 22Q2 23Q2 21#23Why Dada? Dada Now Leading open on-demand delivery platform nationwide Technology-driven superior efficiency High entry barriers + scarcity value Profitability with track record (25) 达达快送 3 达达集团 达达快送 京东到家 DADA GROUP 京东到家 JDDJ Leading position in the on-demand retail market¹ ■Marketplace model leveraging outstanding supply chain capability of partners across the nation ■ Significantly improving profitability with huge monetization potential ■Top-notch technology empowerment capability Strong support from reputable shareholders China local retail market: A Trillion Dollar Market² 1. One of China's largest local on-demand retail platforms and the largest local on-demand retail platform in supermarket segment by GMV in 2021 according to iResearch. 2. According to iResearch. Notes: 22 22