Autohome Inc. (NYSE:ATHM) Q1 2020 Results Earnings Conference Call June 1, 2020 8:00 AM ET Company Participants Anita Chen - Head, IR Min Lu - Chairman & CEO Jun Zou - CFO Haifeng Shao - Co-President Jingyu Zhang - Co-President Conference Call Participants Miranda Zhuang - Bank of America Eddy Wang - Morgan Stanley Thomas Chong - Jefferies Frank Chen - Macquarie Tina Long - Credit Suisse Brian Gong - Citigroup Ben Huang - T.H. Capital Robin Zhu - Bernstein Operator Ladies and gentlemen, thank you for standi ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR 12(g) OF THE SECURITIES EXCHANGE ACT OF 1934 or ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2019. or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 or ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITI ...

Autohome, Inc. (NYSE:ATHM) Q4 2019 Earnings Conference Call February 19, 2020 7:00 AM ET Company Participants Anita Chen - Head, IR Min Lu - Chairman & CEO Jun Zou - CFO Haifeng Shao - Co-President Jingyu Zhang - Co-President Conference Call Participants Eddy Wang - Morgan Stanley Miranda Zhuang - Bank of America Merrill Lynch Thomas Chong - Jefferies Hillman Chan - Citigroup Frank Chen - Macquarie Capital Tina Long - Credit Suisse Operator Ladies and gentlemen, thank you for standing by for Autohome's Four ...

Autohome, Inc. (NYSE:ATHM) Q3 2019 Earnings Conference Call November 5, 2019 7:00 AM ET Company Participants Anita Chen - Head, IR Min Lu - Chairman & CEO Jun Zou - CFO Conference Call Participants Miranda Zhuang - Bank of America Merrill Lynch Hillman Chan - Citigroup Eddy Wang - Morgan Stanley Frank Chen - Macquarie Research Operator Ladies and gentlemen, thank you for standing by for Autohome's Third Quarter 2019 Earnings Conference Call. [Operator Instructions]. As a reminder, this conference call is be ...

Autohome Inc. (NYSE:ATHM) Q1 2019 Results Earnings Conference Call May 8, 2019 8:00 AM ET Company Participants Anita Chen - Investor Relations Director Min Lu - Chairman and Chief Executive Officer Jun Zou - Chief Financial Officer Haifeng Shao - President Conference Call Participants Liping Zhao - CICC Wendy Huang - Macquarie Eddy Wang - Morgan Stanley Hillman Chan - Citigroup Miranda Zhuang - BofA Merrill Lynch Operator Ladies and gentlemen, thank you for standing by for Autohome’s First Quarter 2019 Earn ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR 12(g) OF THE SECURITIES EXCHANGE ACT OF 1934 or ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2018. or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to or ☐ SHELL COMPANY REPORT PURSUANT TO S ...

Financial Data and Key Metrics Changes - In Q4 2018, revenues increased by 36% year-over-year to RMB 2.19 billion, with adjusted net income growing by 39% year-over-year to over RMB 1 billion, resulting in a net margin of over 49% [7][14] - For the full year 2018, revenue increased by 35% year-over-year to RMB 7.23 billion, with adjusted net income reaching RMB 3.08 billion, representing a 41% year-over-year growth [17] Business Line Data and Key Metrics Changes - Media solutions revenue increased by 21% year-over-year to RMB 3.51 billion, while lead generation services revenue rose by 25% year-over-year to RMB 2.87 billion [17] - Online marketplace and other revenues surged by 429% year-over-year to RMB 853 million, largely driven by auto financing data solution businesses [17] - The number of paying dealers remained over 26,000, with total leads volume of 110 million in 2018, marking a 10% year-over-year increase [11] Market Data and Key Metrics Changes - The overall number of auto dealers is declining, aligned with a drop in new vehicle sales volume, with retail sales down by 4% and wholesale market down by 17% in January [21] - Despite the challenging auto market, Autohome's advertising business continued to grow, indicating resilience in a tough environment [21] Company Strategy and Development Direction - The company plans to expand its media business by increasing OEMs' wallet share and enhancing branding-related products and activities [10] - Autohome aims to further penetrate the data product market, with 43 OEMs and approximately 9,000 dealers purchasing data products by the end of 2018 [11] - The company is focusing on new business initiatives, including auto financing and insurance, to drive future growth [12][31] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism regarding the auto market, citing government policies to stimulate sales in rural areas and a potential bullish trend in the A market [21] - The company remains committed to growth despite the macroeconomic challenges, with plans to launch new businesses to ensure sustainable growth [23] Other Important Information - Autohome's investment in data and technology has been pivotal in sustaining growth momentum and supporting its ecosystem [13] - The company generated operating cash flow of RMB 3.01 billion for 2018, representing a 26% year-over-year increase [17] Q&A Session Summary Question: What is the latest view on overall auto sales in China? - Management noted that January retail sales were down 4%, and wholesale market sales were down 17%, but expressed cautious optimism due to government policies and potential market recovery [21] Question: Can you provide an update on the dealers' contract renewals? - As of the end of February, 22,000 dealers had signed contracts, with some contracts maturing throughout the year, indicating ongoing negotiations and partnerships [22] Question: What is the strategy for data product penetration among dealers and OEMs? - The company plans to increase penetration by offering data products that enhance efficiency in telemarketing and store visits, with 13,000 dealers already signed up for data products [28] Question: What is the growth outlook for the auto loan and insurance business? - The auto financing business will follow a light asset model, focusing on commission-based revenue, with expectations for significant growth in 2019 [31] Question: What are the reasons behind the slowdown in traffic growth? - Management acknowledged the slowdown but emphasized a focus on mobile traffic and self-generated leads, with plans to enhance user engagement through updates and new features [36][37]