阿里投資者日-阿里數(shù)字：阿里巴巴數(shù)字經(jīng)濟(jì)戰(zhàn)略

1、September 23-24, 2019 Hangzhou, ChinaAlibaba Digital Economy StrategyDaniel Zhang, Executive Chairman and CEO, Alibaba Group1OUR MISSIONTO MAKE IT EASY TO DO BUSINESS ANYWHERE IN THE DIGITAL ERAibaba Digital EconomyPhysical GoodsServicesEntertainmentOnline Integration+ Content CommunityDATA TECHNOLO

2、GYOine Digitization*LOGISTICS INFRASTRUCTUREDATA TECHNOLOGY FOR DIGITAL MEDIA AND ENTERTAINMENTDATA TECHNOLOGYInfrastructureMARKETING SERVICES & DATA MANAGEMENT PLATFORM*PAYMENT & FINANCIAL SERVICES INFRASTRUCTUREMOBILE DIGITAL MAP, NAVIGATION & REAL-TIME TRAFFIC INFORMATION PROVIDERNote:Not a conso

3、lidated business of 焰焮ibaba Group.TECHNOLOGY INFRASTRUCTURE FOR CLOUD, IoT, MOBILITY AND BIG DATA3Growth Engine for Alibaba Digital EconomyUser Growth Category Expansion GlobalizationTo ConsumerTo BusinessDigitization of EnterprisesDigital Infrastructure Empowerment Data Technology Enablement4Robust

4、 Annual Active Consumers Growth in Retail MarketplacesChina Retail Marketplaces+International Marketplaces+110mn466mn（1）57698mnmn（1）674mn（1）130mn（2）Annual Active ConsumersAnnual Active ConsumersAnnual Active ConsumersAnnual Active ConsumersNotes:Annual active consumers on China retail marketplaces f

5、or the twelve months ended on the respective dates.Annual active consumers on Lazada and AliExpress for the twelve months ended June 30, 2019.June 30, 2017June 30, 2018June 30, 20195Growth Through Consumer Segmentation, Product Dierentiation, Engagement InnovationsConsumers人Products貨Digital Communit

6、y場(chǎng)Notes:Annual active consumers on China retail marketplaces in tier 1 and tier 2 cities divided by the population in these cities for the twelve months ended June 30, 2019.Annual active consumers on China retail marketplaces in areas outside of tier 1 and tier 2 cities divided by the population the

7、rein for the twelve months ended June 30, 2019.85%（1）Penetration in developed areas（2）40%Penetration in less developed areasBranded ProductsOEMProductsAgricultural ProductsImported ProductsLong-tail ProductsInteractive Games & EntertainmentContent DiscoveryLive Streaming6730Category Expansion Cataly

8、zed by Multi-Platform SynergymnAnnual Active Consumers in China25%（1）Local Consumers Services+ConsumersChina Retail Marketplaces674（3）ConsumersDigital Media and Entertainment12%（2）Notes:Percentage of annual active consumers on China retail marketplaces that were also Ele.me and Koubeis annual active

9、 consumers for the twelve months ended June 30, 2019.Percentage of annual active consumers on China retail marketplaces that were also Youkus annual active consumers for the twelve months ended June 30, 2019.For the twelve months ended June 30, 2019.AAC are also annual consumers of Local Consumer Se

10、rvicesNew Consumption Scenarios New MerchantsOn-demand DeliveryValuesmn AACNew Consumers Data InsightsMulti-channel Targeting Digital Payment + FinanceValuesNew Media Proprietary Content EngagementAAC are also annual paying subscribersof Youku7Alibaba Digital Economy Has Penetrated 70% of Chinese Po

11、pulation960mn（3）730mn（1）焰焮ibaba Digital Economy Users in China900mn（2）Notes:焰焮ibaba Groups annual active consumers in China for the twelve months ended June 30, 2019.Alipays annual active users in China for the twelve months ended June 30, 2019.Data provided by Ant Financial.Deduped sum of 焰 焮 ibaba

12、 Groups annual active consumers in China and Alipays annual active users in China for the twelve months ended June 30, 2019.焰焮ibaba Annual Active Consumers in ChinaAlipay Annual Active Users in China8Multi-branded Commerce Strategy Serving International Consumers and MerchantsMulti-branded Internati

13、onal CommerceUKNetherlandsFrance SpainGermanyPolandRussiaTurkeyPakistanJapan South KoreaUSACanadadarazIsraelIndiaNepal BangladeshMyanmarThailandVietnamPhilippinesSri LankaMalaysiaSingapore IndonesiaAustraliaBrazil9International Logistics Infrastructure Serving Alibaba Ecosystem and BeyondInternation

14、al LogisticsLigeMoscowLogisticsDubaiThailand MalaysiaHong Kong SAR, ChinaVietnamPhilippinesKuala LumpurSingapore Indonesia10International Payment Network of Merchants and Local eWalletInternational Payment56 Markets with Oine Merchant Acceptance Local eWalletPakistanBangladeshSouth Korea Hong Kong S

15、AR, ChinaIndiaThailand MalaysiaPhilippinesIndonesia11Integrated International Infrastructure of Commerce, Logistics and Payment PlatformsMulti-branded International CommerceInternational LogisticsLogisticsUK N etherlandsLigeFranceSpainGermanyPolandRussia MoscowTurkeyIsraelPakistanNepalSouth KoreaJap

16、anUSACanadadarazInternational PaymentDubaiIndiaBangladeshMyanmarThailandVietnamHong Kong SAR, ChinaPhilippinesSri LankaMalaysia Kuala LumpurSingapore IndonesiaAustraliaBrazil12Growing Global Consumers Across the Alibaba Digital Economy730mnAnnual Active Consumers in China130mnAnnual Active Consumers

17、 outside ChinaNotes:131.Global annual active consumers of 焰焮ibaba Group for the twelve months ended June 30, 2019.Growing Global Consumers Across the Alibaba Digital EconomyNotes:1.Global annual active consumers of 焰焮ibaba Group for the twelve months ended June 30, 2019.mn860Global Annual Active Con

18、sumers of 焰焮ibaba Group13New Retail Drives Addressable Market ExpansionOnlineTotal Retail Sales（1）RMB 38.1tnUS$ 5.8tnChina Core Commerce Platform*Notes:China retail sales in 2018 according to the National Bureau of Statistics.China online retail sales of physical goods in 2018 according to the Natio

19、nal Bureau of Statistics.China oine retail sales in 2018 according to the National Bureau of Statistics.Not a consolidated business of 焰焮ibaba Group.Retail Sales（2）RMB 7.0tnUS$ 1.1tnOffline Retail Sales（3）RMB 31.1tnUS$ 4.7tnDigital Transformation of Brand Physical StoresConsumer ElectronicsFashion &

20、 Department Stores*FMCG & SupermarketsHome DecorationLocal ServicesLess Developed AreasNeighborhoodStores UpgradeLogistics & Payment InfrastructureDATA TECHNOLOGY14New Retail Enables Omni-Channel Customer Management and Retail Operations UpgradeOnline IntegrationData TechnologyOine DigitizationHigh-

21、intent MarketplacesOmni-channel Customer Management and Retail Operations UpgradeDigitized Orders and PaymentMulti-channel TargetingSuperior ExperienceDigitized Products & ServicesDigitized In-store Trac15Live Alibaba - Serving Needs Across All Facets of Chinese Consumer Everyday LifeNumber of Apps

22、usedUse 1 appUse 2 appsUse 3 appsUse 4 appsUse 5 appsNumber of Active Days per Month（1）9.3days16.7days21.5 days24.8days27days16Note:1.For the month ended June 30, 2019.Growth Engine for Alibaba Digital EconomyUser Growth Category Expansion GlobalizationTo ConsumerTo BusinessDigitization of Enterpris

23、esDigital Infrastructure Empowerment Data Technology Enablement18Digitization of Commerce Value ChainLifetime Value of ConsumersOnline Sales & DistributionConsumersData-Driven Product InnovationNew ManufacturingDigital Marketing & BrandingChannel ManagementLifetime Value of ProductsDATA TECHNOLOGY18

24、ibaba Business Operating System Empowers Digital Transformation of Enterprisesibaba Commerce EcosystemBusiness as a Service Data PlatformCloud IntelligenceAlibaba Business Operating SystemBusiness as a Service + SaaS Ecosystem Data Platform + DaaSIaaS + PaaS (Clo ud, IoT, Mobility)ibaba Cloud Intell

25、igenceSaaS Ecosystem Data as a ServiceIaaS + PaaS (Cloud, IoT, Mobility)Note:Not a consolidated business of 焰焮ibaba Group.1290ibaba Business Operating System Empowers Digital Transformation of EnterprisesRetailFinanceLogisticsTransportationLocal ServicesMedia & EntertainmentPublic Sector, Manufactur

26、ing and More * SaaS EcosystemData Platform + DaaSIaaS + PaaS (Cloud, IoT, Mobility)Note:Not a consolidated business of 焰焮ibaba Group.1290ibaba One-Stop Global Logistics Solution Improves Supply Chain Eciency for Global TradeDigitized Parcel Network in ChinaEnabled by AlibabaCainiao Guoguo - Crowdsou

27、rced Parcels Delivery Platform Cainiao Post - Pick-up Drop-off NetworkFulfillment & Delivery Network in ChinaFulfilled by AlibabaCainiao Fulfillment Network Cainiao Delivery NetworkFengniao On-demand Delivery NetworkInternational Fulfillment & Delivery NetworkFulfilled by AlibabaGlobal Parcel Network Global Supply C