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Investor Presentaiton

Core Competitive Advantages Service Timely, efficient, and reliable instant home delivery Improving Order Fulfillment Efficiency Percentage of instant orders delivered within 40 minutes +6.8 percentage points YoY Average earliest available timeslot for scheduled orders -14.3 mins YoY • Optimized Network Layout of Regional Processing Centers Fulfillment expense ratio for regional processing centers -2.7 percentage points YoY Product Development Capabilities Core driving force Extensive SPUs, Concentrated SKUs SKUS with monthly sales exceeding 5 million +10, compared with Q1 . SKUS with monthly sales exceeding 10 million +3, compared with Q1 Improving Product Turnover Rate . Turnover time reduced to 10.7 days . Turnover time for frontline fulfillment stations reduced to 4.5 days 叮咚 买菜 IT-Enabled Supply Chain Capabilities Procurement → Production & Processing → Warehousing → Fulfillment & Distribution Logistics People Goods Warehousing End-to-end loss rate below 1.5%
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