BEST Inc. (NYSE:BEST) Q3 2021 Earnings Conference Call November 16, 2021 8:00 PM ET Company Participants Johnny Chou - Chairman and Chief Executive Officer Gloria Fan - Chief Financial Officer Conference Call Participants Thomas Chong - Jefferies LLC Ronald Keung - Goldman Sachs Group, Inc. Operator Good morning and good evening, ladies and gentlemen. Thank you for standing by and welcome to BEST Incorporated Third Quarter 2021 Earnings Conference Call. At this time, all participants are in a listen-only mo ...

BEST Inc. (NYSE:BEST) Q2 2021 Earnings Conference Call August 17, 2021 9:00 PM ET Company Participants Johnny Chou – Chairman and Chief Executive Officer Gloria Fan – Chief Financial Officer Conference Call Participants Thomas Chong – Jefferies Hans Chung – KeyBanc Ronald Keung – Goldman Sachs Operator Good morning and good evening, ladies and gentlemen. Thank you for standing by and welcome to BEST Inc.’s Second Quarter 2021 Earnings Conference. [Operator Instructions] Following management’s prepared remar ...

BEST Inc. (NYSE:BEST) Q1 2021 Earnings Conference Call June 8, 2021 9:00 PM ET Company Participants Johnny Chou - Chairman and Chief Executive Officer Gloria Fan - Chief Financial Officer Conference Call Participants Thomas Chong - Jefferies Hans Chung - KeyBanc Capital Markets Ronald Keung - Goldman Sachs Operator Good morning and good evening, ladies and gentlemen. Thank you for standing by and welcome to BEST Inc.’s First Quarter 2021 Earnings Conference. [Operator Instructions] With us today are Johnny ...

BEST Inc (NYSE:BEST) Q4 2020 Earnings Conference Call March 10, 2021 9:00 PM ET Company Participants Johnny Chou – Chairman and Chief Executive Officer Gloria Fan – Chief Financial Officer Conference Call Participants Hans Chung – KeyBanc Capital Markets Ronald Keung – Goldman Sachs Operator Good morning, and good evening, ladies and gentlemen. Thank you for standing by and welcome to BEST Inc.’s Fourth Quarter and Fiscal Year 2020 Earnings Conference. At this time, all participants are in a listen-only mod ...

业绩总结 - 2020年第三季度总收入为人民币87亿元，同比下降0.6%[7] - 毛利润为人民币3760万元，同比下降92.6%[7] - 非GAAP净亏损为人民币6.4亿元，非GAAP净亏损率为7.0%[27] - 2020年第三季度毛利率同比下降4.0个百分点，降至4.4%[59] 用户数据 - 2020年第三季度快递包裹量同比增长24.8%，达到23.6亿件[7] - 2020年第三季度货运量同比增长30.7%，达到246万吨[46] - 2020年第三季度订单履行数量同比增长18.3%，达到1.022亿个[59] - UCargo平台注册司机数量同比增长84.5%，达到288,322名[67] - 2020年第三季度会员店数量达到463,745家[76] - 东南亚市场泰国包裹量同比增长513.5%，达到约1000万件[85] - 东南亚市场越南包裹量同比增长932.4%，达到1030万件[85] 未来展望 - 公司预计到2021年底，通过优化销售、一般和行政费用及研发费用，节省约人民币2亿元[7] - 公司计划继续投资自动化技术，以提高生产力和效率[32] 新产品和新技术研发 - 公司宣布战略重组计划，计划对核心物流和供应链管理业务进行重大调整，以推动长期增长和盈利能力[7] 市场扩张和并购 - 公司在中国覆盖100%的区县，自营86个中心，管理3795条干线运输和49057个特许经营服务站[32] - 2020年第三季度自营和特许经营的云订单履行中心数量同比增长13.2%，达到436个，建筑面积为360万平方米[59] 负面信息 - 2020年第三季度BEST Express的平均售价（ASP）下降21.9%，导致毛利率收缩7.2个百分点[32] - 2020年第三季度每吨平均成本同比下降12.6%，而每吨平均售价下降17.3%[46]

BEST, Inc. (NYSE:BEST) Q3 2020 Earnings Conference Call November 19, 2020 9:00 PM ET Company Participants Johnny Chou - Founder, Chairman & CEO Gloria Fan - CFO Conference Call Participants Baoying Zhai - Citigroup Hans Chung - KeyBanc Capital Markets Bo Pei - Oppenheimer Operator Good morning, and good evening, ladies and gentlemen. Thank you for standing by. Welcome to BEST Inc.'s Third Quarter 2020 Earnings Conference. [Operator Instructions]. With us today are Mr. Johnny Chou, BEST Inc.'s Chairman and C ...

BEST Inc. (NYSE:BEST) Q2 2020 Earnings Conference Call August 17, 2020 9:00 PM ET Company Participants Shao-Ning Johnny Chou - Founder, Chairman and Chief Executive Officer Gloria Fan - Chief Financial Officer Conference Call Participants Baoying Zhai - Citigroup David Ross - Stifel Nicolaus Ronald Keung - Goldman Sachs (Asia) LLC Thomas Chong - Jefferies Eric Zong - Macquarie Research Hans Chung - KeyBanc Capital Markets Inc. Presentation Operator Good morning, and good evening, ladies and ge ...