Investor Presentaiton

Large 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

View entire presentation