Investor Presentaiton

Product Development Capabilities 2023 Q4 Private label products 叮咚王牌菜蔡長青 GMV CAT CHANC QING penetration rate (有豆志 21.1% 良志區人 YOY +3.1pct.↑黑钻世家 User penetration rate 73.6% 蔡長青 YOY 渔夫保萝 +1.6pct. ↑ GMV penetration rate for prepared food, pork, and soy product 50%+ 良芯匠人蔡長青良芯匠人黑钻世家【有豆志只卖一天每天吃新鲜 CAI CHANG QING 保萝工坊 DAO'S BAKERY 2023 GMV Yoy comparison +43% +19% +7% +68% +24% 叮咚好食汇 2023Q4 average monthly repurchase rate 37% *40% 32% 36%+ 41%+ 叮咚买菜

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