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Dada(DADA) - 2022 Q4 - Annual Report
2023-04-25 00:00
公司业务和增长 - 公司的历史增长率可能不代表未来表现,如果不能有效管理增长,业务、财务状况和运营结果可能受到不利影响[47] - 公司的业务和增长受到当地即时零售和交付行业未来增长和普及的显著影响[53] - 公司的业务和增长高度依赖于中国当地即时零售和交付行业的未来增长和普及,这可能受到许多因素和我们控制之外的影响[54] - 公司的优势即时零售和交付需求可能因电子商务平台提供的竞争产品价格更低而减弱,对公司的业务和增长可能产生重大不利影响[59] - 公司的有限经营历史和不断发展的商业模式使得难以评估公司的业务和未来前景以及可能遇到的风险和挑战[60] 客户和合作伙伴 - 我们的营收中有相当大一部分来自少数客户,包括京东集团、沃尔玛集团和永辉。2020年、2021年和2022年,我们分别有38.6%、13.9%和20.3%的净收入来自为京东集团提供的服务[71] - 如果与这些少数主要客户的业务合作协议终止或到期后未能续签,我们的业务关系可能受到不利影响,从这些主要客户获得的收入可能会减少[73] 市场和竞争 - 竞争对手可能会投入更多资源和提供比公司更低的价格,对公司的运营结果产生不利影响[76] - 公司的竞争地位可能会因无法预测或应对竞争挑战而受到削弱,导致业务增长下降[77] - 大型零售商可能会利用其现有的交付能力建立或进一步发展自己的即时交付网络,与公司竞争[78] 品牌和声誉 - 公司的品牌和声誉的损害可能会严重影响业务和运营结果[79] - 公司的品牌认知度和声誉对业务和竞争力至关重要[80] - 负面舆论可能会损害公司的声誉和品牌价值,导致重要客户流失[81] 风险和挑战 - 公司面临的风险包括运输安全、物品丢失、损坏和被盗等[115][116][117][118] - 公司扩展新增值服务可能需要额外资本支出,难以预测未来收入,管理支出和评估客户需求可能会对公司的盈利能力和整体财务状况产生重大不利影响[119][120][121][122] - 公司的业务受到严格监管,需要持有多种许可证和执照,如果未能及时获得相关批准、证书或许可,可能会对业务和运营结果产生重大不利影响[123][124][125][126] 技术和安全 - 公司依赖可扩展的技术基础设施,包括智能订单推荐和调度系统、自动订单定价系统、数字化骑手管理系统等[132] - 技术系统可能出现电信故障、计算机病毒、硬件故障等问题,可能导致平台不可用或功能减慢[133] - 公司投资于新技术和业务计划,但技术开发存在重大风险,无法保证成功开发或有效使用新技术[137] 法律和监管 - 公司受到许多法律法规的约束,未能遵守这些法律法规或管理与之相关的成本增加可能会对业务和运营结果产生不利影响[187] - 公司业务受到中国政府监管和监管,包括网络和移动商务、支付、在线内容、数字媒体、网络安全和隐私法律等多个方面[188] - 新的法律法规可能会对公司业务产生重大影响,例如对众包本地即时交付业务的监管[189] 股权和公司治理 - JD集团截至2023年3月31日持有公司53.0%的普通股,拥有对公司的控制权[224] - 公司是纳斯达克证券交易所规则下的“受控公司”,因此可以依赖某些公司治理要求的豁免规定,这可能会影响股东的保护[226] - 公司通过WFOE和VIE之间的合作来遵守中国法律和法规,但如果中国政府认为公司的经营结构不符合相关法规,可能会面临严重处罚或被迫放弃在中国的业务利益[228]
Dada(DADA) - 2022 Q4 - Earnings Call Transcript
2023-03-09 14:45
Dada Nexus Ltd (NASDAQ:DADA) Q4 2022 Earnings Conference Call March 8, 2023 8:30 PM ET Company Participants Caroline Dong - Head, IR Jeff Huijian He - President & Director Beck Chen - CFO Conference Call Participants Ronald Keung - Goldman Sachs Group Thomas Chong - Jefferies Alicia Yap - Citigroup Andre Chang - JPMorgan Chase & Co. Operator Good morning, ladies and gentlemen, and thank you for standing by for Dada's Fourth Quarter 2022 Earnings Conference Call. [Operator Instructions]. I will now turn the ...
Dada(DADA) - 2022 Q3 - Earnings Call Transcript
2022-11-18 18:13
Dada Nexus, Inc. (NASDAQ:DADA) Q3 2022 Earnings Conference Call November 17, 2022 8:30 PM ET Company Participants Caroline Dong - Head, IR Jeff Huijian - President & Director Beck Chen - CFO Conference Call Participants Ronald Keung - Goldman Sachs Thomas Chong - Jefferies Alicia Yap - Citi Ashley Xu - Crédit Suisse Andre Chang - JPMorgan Chase & Co. Operator Good morning, ladies and gentlemen, and thank you for standing by for Dada's Third Quarter 2022 Earnings Conference Call. [Operator Instructions]. I w ...
Dada(DADA) - 2022 Q2 - Earnings Call Transcript
2022-08-23 15:55
Dada Nexus Limited (NASDAQ:DADA) Q2 2022 Earnings Conference Call August 22, 2022 9:30 PM ET Company Participants Caroline Dong - Head of Investor Relations Philip Kuai - Chairman & Chief Executive Officer Beck Chen - Chief Financial Officer Jeff Huijian - President Conference Call Participants Ronald Keung - Goldman Sachs Thomas Chong - Jefferies Eddie Leung - Bank of America Merrill Lynch Alicia Yap - Citigroup Andre Chang - JPMorgan Wei Xiong - UBS Operator Good morning, ladies and gentlemen and thank yo ...
Dada(DADA) - 2022 Q1 - Earnings Call Transcript
2022-05-17 11:13
Dada Nexus Limited (NASDAQ:DADA) Q1 2022 Earnings Conference Call May 16, 2022 9:30 PM ET Company Participants Caroline Dong - Head of Investor Relations Philip Kuai - Chairman & Chief Executive Officer Beck Chen - Chief Financial Officer Conference Call Participants Ronald Keung - Goldman Sachs Eddie Leung - Bank of America Merrill Lynch Thomas Chong - Jefferies Alicia Yap - Citigroup Wei Xiong - UBS Andre Chang - JPMorgan Robin Lim - Daiwa Wei Fang - Mizuho Operator Good morning, ladies and gentlemen and ...
Dada(DADA) - 2021 Q4 - Earnings Call Transcript
2022-03-09 16:54
Dada Nexus Limited (NASDAQ:DADA) Q4 2021 Earnings Conference Call March 8, 2022 8:00 PM ET Company Participants Caroline Dong - Head, Investor Relations Philip Kuai - Chairman & Chief Executive Officer Beck Chen - Chief Financial Officer Jun Yang - Co-Founder & Chief Technology Officer Conference Call Participants Ronald Keung - Goldman Sachs Eddie Leung - Bank of America Thomas Chong - Jefferies Alicia Yap - Citigroup Ashley Xu - Credit Suisse Andre Chang - JPMorgan Wei Fang - Morgan Stanley Wei Xiong - UB ...
Dada(DADA) - 2021 Q3 - Earnings Call Transcript
2021-11-24 15:36
Dada Nexus Limited (NASDAQ:DADA) Q3 2021 Earnings Conference Call November 23, 2021 8:00 PM ET Company Participants Caroline Dong - Head, Investor Relations Philip Kuai - Chairman and CEO Beck Chen - Chief Financial Officer Jun Yang - Co-Founder and CTO Conference Call Participants Ronald Keung - Goldman Sachs Eddie Leung - Bank of America Thomas Chong - Jefferies Alicia Yap - Citigroup Ashley Xu - Credit Suisse Wei Xiong - UBS Robin Leung - Daiwa Operator Good morning, ladies and gentlemen. Thank you for s ...
Dada(DADA) - 2021 Q2 - Earnings Call Transcript
2021-09-08 14:12
Dada Nexus Limited (NASDAQ:DADA) Q2 2021 Earnings Conference Call September 7, 2021 9:00 PM ET Company Participants Caroline Dong - Head of Investor Relations Philip Kuai - Chairman & Chief Executive Officer Beck Chen - Chief Financial Officer Jun Yang - Co-Founder & Chief Technology Officer Conference Call Participants Ronald Keung - Goldman Sachs Eddie Leung - Bank of America Thomas Chong - Jefferies Alicia Yap - Citigroup Wei Fang - Morgan Stanley Ashley Xu - Credit Suisse Robin Leung - Daiwa Operator Go ...