阿里巴巴投资者日演讲PPT文档StrategicPerspectiveontheAlibabaEco

StrategicPerspectiveontheAlibabaEconomyDanielZhang,CEOOurMissionisTOMAKEITEASYTODOBUSINESSANYWHEREMEET@ALIBABA®SHOP@ALIBABAWORK@ALIBABALIVE@ALIBABA*AlibabaPicturesisanaffiliatedentityTheAlibabaEconomyMARKETINGSERVICES&DATAMANAGEMENTPLATFORMCORECOMMERCELOCALSERVICESDIGITALMEDIA&ENTERTAINMENTCLOUDCOMPUTINGPAYMENT&FINANCIALSERVICESLOGISTICSDATATECHNOLOGYDATATECHNOLOGY*AntFinancial,Cainiao,AlibabaPictures,Weibo,Paytm,TaoPiaoPiao,KoubeiandEle.meareaffiliatedentities®INTELLIGENTUserFeaturesProductMerchandisingAlgorithmsTaobaoisaSocialCommercePlatform®Content-DrivenCommunity-DrivenMOBILE-FIRSTSmartManufacturingSmartProductDesignLoyaltyProgramPERSONALIZATIONMEMBERSHIPFromMeetingDemandtoCreatingDemandTmallisthePartner-of-ChoiceforBrandsTransformMarketing&ConsumerEngagementMerchantsBrandMarketingCustomerManagementDistributionChannelsIndustryMarketLeadershipNewUserAcquisitionKeyAccountMarketshareConsumersQualityConsumptionBrandSelectionMerchandiseSelectionFromSalesMarketplacetoEngineofDigitalTransformationNewRetail:TransformationStartsWithDigitizingtheCoreComponentsofRetailOperationsConsumerElectronicsFreshFood&FMCGFashion&BeautyLOYALTYPROGRAMPRODUCTMERCHANDISINGCUSTOMERSPAYMENTORDERSEXPERIMENTATION&INNOVATIONACROSSDIFFERENTRETAILFORMATS*Suning,SanjiangandBailianGroupareaffiliatedentitiesDIGITALMEDIA&ENTERTAIMENTE-SALES&E-DISTRIBUTION®BrandDatabank*TaoPiaoPiaoisanaffiliatedbusinessCustomerAssetManagementMulti-PlatformBrand-Building&MarketingNewRetail:DataTechnologyEmpoweringManagementofEntireConsumerLifecycleFromMakingConnectionstoRedefiningRetaile-Marketinge-DistributionOmniChannele-SupplyChainManagemente-Sales*Cainiao,Suning,Sanjiang,BailianGroupandTaoPiaoPiaoareaffiliatedentitiesorbusinessesCloud:FromInfrastructureasaServicetoApplication-EnhancedCloudasaServiceDigitalMarketingCloudLogisticsCloudDigitalMediaCloudFinancialServicesCloudCustomerServiceCloudCityBrainTrafficManagementSafety&SecurityIndustryTailoredSolutionsMedicalServicesManufacturingSaaSIaaSPaaSRetailCloud®*AntFinancialandCainiaoareaffiliatedentitiesDigitalMedia&Entertainment:FromCommercetoEntertainmentShortVideosLiteratureSportsGamingMusicMoviesTVDramasMerchandiseSalesUni-MarketingIPLicensingLiveEventsCommercializationContentGenerationContentDistributionSubscriptionNewsfeed*AntFinancialandAlibabaPicturesareaffiliatedentitiesandTaoPiaoPiaoisanaffiliatedbusinessGlobalization:LeveragingOurAdvantageinChinatoMeetGlobalConsumptionDemandAnnualActiveBuyers60MnCross-BorderDirect-to-ConsumerRetailbyQualityChineseManufacturersTopBuyerMarketsRussiaUSABrazilSpainFranceUnitedKingdomSingaporeMalaysiaThailandIndonesiaPhilippinesVietnamNewLocalMarketsAcrossSoutheastAsiaAnnualActiveBuyers23MnBuyerMarketsCross-BorderRetailAddressingChineseConsumersUSAJapanKoreaAustraliaGermany30MnAnnualActiveBuyersTopCountriesofProductOriginAllfiguresarefor12monthsended31March2017OurGoalsUSD1TNFY2020GMVUSD547BNFY2017GMV2BNCONSUMERSFY2036454MNCHINAFY201783MNANNUALACTIVECONSUMERSOTHERMARKETS