Yunji (YJ) investor relations material

Executive summary

• Maintained strategic focus on organic living and health, advancing product and experiential initiatives despite a challenging market environment.

• Proactively optimized merchandise mix, discontinuing certain third-party merchants to strengthen long-term positioning.

• Dual-engine strategy centered on product innovation and customer experience, with traceability and private label products as key differentiators.

• Net loss narrowed to RMB 72.4 million from RMB 100.7 million year-over-year, reflecting improved cost discipline and operating efficiency.

• Repeat purchase rate for the twelve months ended June 30, 2026, was 69.15%, indicating strong member engagement.

Financial highlights

• Total revenue for the first half was RMB 196.3 million, up from RMB 158.3 million year-over-year.

• Gross margin held steady at 41%.

• Net loss narrowed to RMB 72.4 million from RMB 100.7 million year-over-year; adjusted net loss was RMB 72.3 million.

• Basic and diluted net loss per share improved to RMB 0.04 from RMB 0.05.

• Cash and cash equivalents totaled RMB 242.1 million as of June 30, 2026, up from RMB 216.1 million at year-end 2025.

Outlook and guidance

• Plans to expand food medicine homology offerings and invest in high-margin, high-repurchase products.

• Continued focus on cost management and resource allocation to support long-term strategic priorities.

• Commitment to balancing growth and profitability for sustainable development.

• Management remains confident in the long-term strategy focused on organic healthy living and private label expansion, despite near-term revenue impact.

• Continued focus on operating margin improvement and sustainable profitability.