Uxin Limited Group (UXIN.US) Q1 2026 Earnings Conference Call
Live time: Jun 16, 2026 12:00
Uxin Limited Group (UXIN.US) Q1 2026 Earnings Conference Call
Live time: 06/16/2026 12:00:00
优信集团 (UXIN.US) 2026 年第一季度业绩电话会
Summary
00:13
Opening Remarks by Ali Wang
Ali Wang, host of the Ushi earnings call, welcomes participants and introduces the agenda, including the management presentations and subsequent Q&A session. Legal disclaimers regarding forward-looking statements and SEC filings are addressed.
01:39
CEO DK Business Overview Q1 2026
CEO DK highlights Ushi's Q1 2026 performance, including retail sales of 16,530 units (+119% YoY) and maintaining a 30-day inventory turnover. Gross margin was stable at 7.7%, and the Net Promoter Score (NPS) rose to an industry-leading 68.
06:34
CEO DK Industry Insights and Long-term Prospects
CEO DK discusses the short-term challenges in the automotive market, highlighting a 20% decrease in domestic new car sales YTD, along with strong long-term potential for the Chinese used car industry driven by consumer demand for high-quality, value-for-money vehicles.
08:53
CEO DK Superstore Expansion Update
CEO DK announces the opening of the Tianjin superstore, the first in northern China, and details ongoing projects in Chongqing, Shijiazhuang, and other cities, highlighting plans to establish 4-6 superstores in 2026.
10:12
CEO DK Q2 and Full-year 2026 Guidance
CEO DK provides optimistic forecasts for Q2 2026 retail sales of 18,000+, with full-year retail sales expected to grow more than 100% year-over-year.
11:08
CFO John Lin Financial Results Q1 2026
John Lin reports Q1 financials: total revenue reached ¥1.074 billion (+113% YoY), driven by retail and wholesale transactions, with gross margin stable at 7%. Adjusted EBITDA loss expanded due to seasonal impacts and new superstore ramp-up costs.
17:35
Price Trends & Profitability Impact — Analyst: Ben Wang (Deutsche Bank)
CEO DK explains price adjustments in Q2 caused by April market dynamics and anticipates significant pressure on margins, with stabilization expected by Q3.
23:06
Superstore Scaling Efficiency — Analyst: Wenji Dai (SWS Research)
CEO DK highlights improvements in scalability and operational efficiency for new superstores compared to initial launches, emphasizing sales growth acceleration and profitability potential. New stores benefit from refined processes, expedited planning cycles, and enhanced brand recognition.
36:09
ICE vs NEV Trends in Used Cars — Analyst: Sal George (TF Securities)
CEO DK notes differences in fuel and electric vehicle trends in the used car market, explaining NEV market penetration is limited due to low ownership levels but emphasizes the evolving value balance and consumer acceptability for high-value used cars.
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