2019阿里投资者日阿里数字阿里巴巴数字经济战略2019927页

AlibabaDigitalEconomyStrategyDanielZhang,ExecutiveChairmanandCEO,AlibabaGroup1September23-24,2019Hangzhou,ChinaOURMISSIONTOMAKEITEASYTODOBUSINESSANYWHEREINTHEDIGITALERAibabaDigitalEconomy3Note:*NotaconsolidatedbusinessofibabaGroup.PhysicalGoodsServicesEntertainmentLOGISTICSINFRASTRUCTUREMOBILEDIGITALMAP,NAVIGATION&REAL-TIMETRAFFICINFORMATIONPROVIDERTECHNOLOGYINFRASTRUCTUREFORCLOUD,IoT,MOBILITYANDBIGDATAPAYMENT&FINANCIALSERVICESINFRASTRUCTUREMARKETINGSERVICES&DATAMANAGEMENTPLATFORMDATATECHNOLOGYFORDIGITALMEDIAANDENTERTAINMENTOnlineIntegrationOfflineDigitizationInfrastructureDATATECHNOLOGY+ContentCommunityDATATECHNOLOGY*****GrowthEngineforAlibabaDigitalEconomy4ToBusinessUserGrowthCategoryExpansionGlobalizationDigitizationofEnterprisesDigitalInfrastructureEmpowermentDataTechnologyEnablementToConsumerRobustAnnualActiveConsumersGrowthinRetailMarketplaces+InternationalMarketplacesChinaRetailMarketplaces+5Notes:1.AnnualactiveconsumersonChinaretailmarketplacesforthetwelvemonthsendedontherespectivedates.2.AnnualactiveconsumersonLazadaandAliExpressforthetwelvemonthsendedJune30,2019.110mn98mnJune30,2017June30,2018June30,2019466mn576mn674mn（1）（1）（1）AnnualActiveConsumersAnnualActiveConsumersAnnualActiveConsumersAnnualActiveConsumers~130mn（2）GrowthThroughConsumerSegmentation,ProductDifferentiation,EngagementInnovations6Notes:1.AnnualactiveconsumersonChinaretailmarketplacesintier1andtier2citiesdividedbythepopulationinthesecitiesforthetwelvemonthsendedJune30,2019.2.AnnualactiveconsumersonChinaretailmarketplacesinareasoutsideoftier1andtier2citiesdividedbythepopulationthereinforthetwelvemonthsendedJune30,2019.Products货AgriculturalProductsBrandedProductsOEMProductsImportedProductsLong-tailProductsDigitalCommunity场InteractiveGames&EntertainmentContentDiscoveryLiveStreamingConsumers~85%Penetrationindevelopedareas~40%Penetrationinlessdevelopedareas人（1）（2）730mnAnnualActiveConsumersinChinaConsumersValuesConsumersValuesCategoryExpansionCatalyzedbyMulti-PlatformSynergy+NewConsumptionScenariosNewMerchantsOn-demandDeliveryLocalConsumersServicesNewMediaProprietaryContentEngagementDigitalMediaandEntertainment7Notes:1.PercentageofannualactiveconsumersonChinaretailmarketplacesthatwerealsoEle.meandKoubei’sannualactiveconsumersforthetwelvemonthsendedJune30,2019.2.PercentageofannualactiveconsumersonChinaretailmarketplacesthatwerealsoYouku’sannualactiveconsumersforthetwelvemonthsendedJune30,2019.3.ForthetwelvemonthsendedJune30,2019.25%AACarealsoannualconsumersofLocalConsumerServices（1）12%AACarealsoannualpayingsubscribersofYouku（2）NewConsumersDataInsightsMulti-channelTargetingDigitalPayment+FinanceChinaRetailMarketplaces674mnAAC（3）8ibabaAnnualActiveConsumersinChina730mn（1）AlipayAnnualActiveUsersinChina~900mn（2）960mnibabaDigitalEconomyUsersinChina（3）AlibabaDigitalEconomyHasPenetrated70%ofChinesePopulationNotes:1.ibabaGroup’sannualactiveconsumersinChinaforthetwelvemonthsendedJune30,2019.2.Alipay’sannualactiveusersinChinaforthetwelvemonthsendedJune30,2019.DataprovidedbyAntFinancial.3.DedupedsumofibabaGroup’sannualactiveconsumersinChinaandAlipay’sannualactiveusersinChinaforthetwelvemonthsendedJune30,2019.RussiaUSAFranceSpainBrazilNetherlandsIsraelPolandUKIndonesiaMalaysiaPhilippinesSingaporeThailandVietnamTurkeyPakistanSriLankaNepalBangladeshMyanmarGermanyAustraliaSouthKoreaCanadaIndiaJapanMulti-brandedInternationalCommercedarazMulti-brandedCommerceStrategyServingInternationalConsumersandMerchants9LiègeDubaiMoscowIndonesiaMalaysiaPhilippinesSingaporeThailandVietnamHongKongSAR,ChinaKualaLumpurLogisticsInternationalLogisticsInternationalLogisticsInfrastructureServingAlibabaEcosystemandBeyond10InternationalPaymentNetworkofMerchantsandLocaleWalletInternationalPaymentLocaleWallet56MarketswithOfflineMerchantAcceptance11HongKongSAR,ChinaIndiaSouthKoreaPakistanBangladeshPhilippinesMalaysiaIndonesiaThailandRussiaUSAFranceSpainBrazilNetherlandsIsraelPolandUKMalaysiaPhilippinesSingaporeThailandVietnamTurkeyPakistanSriLankaNepalBangladeshMyanmarLiègeDubaiMoscowHongKongSAR,ChinaKualaLumpurIndiaSouthKoreaPakistanIndonesiaGermanyAustraliaCanadaJapanIntegratedInternationalInfrastructureofCommerce,LogisticsandPaymentPlatformsMulti-brandedInternationalCommercedarazInternationalLogisticsInternationalPaymentLogistics12GrowingGlobalConsumersAcrosstheAlibabaDigitalEconomyNotes:1.GlobalannualactiveconsumersofibabaGroupforthetwelvemonthsendedJune30,2019.13730mnAnnualActiveConsumersinChina~130mnAnnualActiveConsumersoutsideChinaGrowingGlobalConsumersAcrosstheAlibabaDigitalEconomyNotes:1.GlobalannualactiveconsumersofibabaGroupforthetwelvemonthsendedJune30,2019.13GlobalAnnualActiveConsumersofibabaGroup~860mnNewRetailDrivesAddressableMarketExpansionNotes:1.Chinaretailsalesin2018accordingtotheNationalBureauofStatistics.2.Chinaonlineretailsalesofphysicalgoodsin2018accordingtotheNationalBureauofStatistics.3.Chinaofflineretailsalesin2018accordingtotheNationalBureauofStatistics.*NotaconsolidatedbusinessofibabaGroup.14DigitalTransformationofBrandPhysicalStoresConsumerElectronicsFashi