京东IPO路演PPT中文版分析.ppt

京东IPO路演 JD. com. Inc Initial Public Offering DCOM票东 、发行情况 Offering Summary Dcom, Ir, (Ir orthe Company) Listing ve口e w NASDAQ (Ticker: DI Indic武 tive Price Range m Price Range: US516.00-uss1800 per ADS 1 ADs=2 dinary shares 千 ering Structure Tcncentsconcunent private moment at IFol B Over-alletmentiGreenshoe 14. 052,B40ADs5 1o0A primary a 180days for the issuer, directors re officers, existing shareholders anc selling shareholders in general w 3 years for Tencent commending from Merth 10, 2014 g Roadshow May 12-Mvy 21 TImetable a def Merrill Lynch/ uBs Investment Dank m Allen Cem pany LLC Barclays/ china Re naissance/jefferies 京东(JD)$将于2014.5.22登录纳斯达克 JcoM东 发行价区间16-18美元/ADS,1ADS=2普通 发行股数93,685,620ADSs,其中公司发行69,007,360ADSs,占比73.7%;老股东出售24678,260ADSs;绿鞋14,052,840 Dss;锁定期180天 主承销商美银美林、UBS 公司简介 Who We Are B2C cOmmer nline Direct Sa Company in Ch Company in ch (其7D Strategic Partnership with Tencent Superior Cust Experience 1( nwsacion wodune a 1013 JD COM宗东 京东国内最大的直营类电商网站,在B2C电商市场排名第二,力争成为全球最大的电 子商务公司;京东的核心优势在于用户体验和运营效率 Our Core Management Philosophy We Believe Customer Experience Always Comes First Consumers Products service Customer Experience Cost Data-driven Efficiency Logistics System Platform Financial System 核心管理哲学: COM宗东 管理基础:团队; 平台基础:T系统、仓储管理系统、财务系统; 数据驱动:成本优化、效率提升; 用户体验和品牌树立:通过商品、价格、服务持续吸引用户 Key Business Initiatives Supporting Our Future Growth Enhancing current business B g data analytics for Imernet Differenti ated product strateey Mobilc and ntration in Targeted lower-tier city y chain visibility and data JD器 chain finance Cross-selling financial adducts Potential to leverge ID ID COM J3 增长策略 移动及大数据:和腾讯的流垦合作用户定制大数据分析供应链更加透明; 拓展三四线城市:建仓库:提高移动端到达率不同的商品策略;市场策略 线上到线下:和山西便利店的合作:将该模式复制到其他地区;在部分城市提供生鲜电商提高物流运营杠杆; 供应链金融:对供应商和用户的金融产品支付产品交叉销售金融产品。 、投资亮点 Investment Highlights Jd.cOm宗东 BETAS Investment Highlights Hyper Growth e Commerce Oppertunity in China retail landscape and rapid shi eam consumers moving ondine leading to increasing fccus on qual ty and Onl n