Alibaba Digital Economy Strategy Daniel Zhang, Executive Chairman and CEO, Alibaba Group 1 September 23-24, 2019 Hangzhou, China
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Alibaba Digital Economy StrategyDaniel Zhang, Executive Chairman and CEO, Alibaba Group
1
September 23-24, 2019 Hangzhou, China
OUR MISSIONTO MAKE IT EASY TO DO BUSINESS ANYWHERE IN THE DIGITAL ERA
ibaba Digital Economy
�3Note:* Not a consolidated business of ibaba Group.
Physical Goods Services Entertainment
LOGISTICS INFRASTRUCTURE
MOBILE DIGITAL MAP, NAVIGATION & REAL-TIME TRAFFIC INFORMATION PROVIDER
TECHNOLOGY INFRASTRUCTURE FOR CLOUD, IoT, MOBILITY AND BIG DATA
PAYMENT & FINANCIAL SERVICES INFRASTRUCTURE
MARKETING SERVICES & DATA MANAGEMENT PLATFORM
DATA TECHNOLOGY FOR DIGITAL MEDIA AND ENTERTAINMENT
Online Integration
Offline Digitization
Infra
stru
ctur
e
DATA TECHNOLOGY
+ Content Community
DATA TECHNOLOGY
*
* * * *
Growth Engine for Alibaba Digital Economy
�4
To Business
User Growth Category Expansion Globalization
Digitization of Enterprises Digital Infrastructure Empowerment Data Technology EnablementTo Consumer
Robust Annual Active Consumers Growth in Retail Marketplaces
+International MarketplacesChina Retail Marketplaces +
�5
Notes:1. Annual active consumers on China retail marketplaces for the twelve months ended on the respective dates.2. Annual active consumers on Lazada and AliExpress for the twelve months ended June 30, 2019.
110mn
98mn
June 30, 2017 June 30, 2018 June 30, 2019
466mn576mn
674mn
（1）
（1）
（1）
Annual Active Consumers Annual Active Consumers Annual Active Consumers
Annual Active Consumers~130mn
（2）
Growth Through Consumer Segmentation, Product Differentiation, Engagement Innovations
�6
Notes:1. 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, 2019.2. Annual active consumers on China retail marketplaces in areas outside of tier 1 and tier 2 cities divided by the population therein for the twelve months ended June 30, 2019.
Products 货
Agricultural Products
Branded Products
OEM Products
Imported Products
Long-tail Products
Digital Community 场
Interactive Games & Entertainment
Content Discovery
Live Streaming
Consumers
~85%Penetration in developed areas
~40%Penetration in less developed areas
人
（1）
（2）
730mnAnnual Active Consumers in China
Consumers
Values
Consumers
Values
Category Expansion Catalyzed by Multi-Platform Synergy
+
New Consumption ScenariosNew Merchants
On-demand Delivery
Local Consumers Services
New MediaProprietary Content
Engagement
Digital Media and Entertainment
�7
Notes:1. Percentage of annual active consumers on China retail marketplaces that were also Ele.me and Koubei’s annual active consumers for the twelve months ended June 30, 2019.2. Percentage of annual active consumers on China retail marketplaces that were also Youku’s annual active consumers for the twelve months ended June 30, 2019.3. For the twelve months ended June 30, 2019.
25%AAC are also annual consumers of Local Consumer Services
（1） 12%AAC are also annual paying subscribers
of Youku
（2）
New ConsumersData Insights
Multi-channel TargetingDigital Payment + Finance
China Retail Marketplaces
674mn AAC（3）
8
ibaba Annual Active Consumers in China
730mn（1）
Alipay Annual Active Users in China
~900mn（2）
960mnibaba Digital Economy Users in China
（3）
Alibaba Digital Economy Has Penetrated 70% of Chinese Population
Notes:1. ibaba Group’s annual active consumers in China for the twelve months ended June 30, 2019.2.Alipay’s annual active users in China for the twelve months ended June 30, 2019.Data provided by Ant Financial.3.Deduped sum of ibaba Group’s annual active consumers in China and Alipay’s annual active users in China for the twelve months ended June 30, 2019.
Russia
USA
France
Spain
Brazil
Netherlands
Israel
Poland
UK
Indonesia
MalaysiaPhilippines
Singapore
Thailand
Vietnam
Turkey
Pakistan
Sri Lanka
Nepal
BangladeshMyanmar
Germany
Australia
South Korea
Canada
India
Japan
Multi-branded International Commerce
daraz
Multi-branded Commerce Strategy Serving International Consumers and Merchants
9
Liège
Dubai
Moscow
Indonesia
MalaysiaPhilippines
Singapore
Thailand
VietnamHong Kong SAR, China
Kuala Lumpur
Logistics
International Logistics
International Logistics Infrastructure Serving Alibaba Ecosystem and Beyond
10
International Payment Network of Merchants and Local eWallet
International Payment
Local eWallet
56 Markets with Offline Merchant Acceptance
11
Hong Kong SAR, China
India
South KoreaPakistan
Bangladesh
PhilippinesMalaysia
Indonesia
Thailand
Russia
USA
France
Spain
Brazil
Netherlands
Israel
Poland
UK
MalaysiaPhilippines
Singapore
Thailand
Vietnam
Turkey
Pakistan
Sri Lanka
Nepal
BangladeshMyanmar
Liège
Dubai
Moscow
Hong Kong SAR, China
Kuala Lumpur
India
South Korea
Pakistan
Indonesia
Germany
Australia
Canada
Japan
Integrated International Infrastructure of Commerce, Logistics and Payment Platforms
Multi-branded International Commerce
daraz
International Logistics
International Payment
Logistics
12
Growing Global Consumers Across the Alibaba Digital Economy
Notes:1.Global annual active consumers of ibaba Group for the twelve months ended June 30, 2019.
13
730mnAnnual Active Consumers
in China
~130mn
Annual Active Consumers outside China
Growing Global Consumers Across the Alibaba Digital Economy
Notes:1.Global annual active consumers of ibaba Group for the twelve months ended June 30, 2019.
13
Global Annual Active Consumers of ibaba Group
~860mn
New Retail Drives Addressable Market Expansion
Notes:1.China retail sales in 2018 according to the National Bureau of Statistics.2.China online retail sales of physical goods in 2018 according to the National Bureau of Statistics.3.China offline retail sales in 2018 according to the National Bureau of Statistics.* Not a consolidated business of ibaba Group.
14
Digital Transformation of Brand Physical Stores
Consumer ElectronicsFashion &
Department StoresFMCG & Supermarkets Home Decoration Local Services Less Developed Areas
Neighborhood Stores Upgrade
Logistics & Payment Infrastructure
China Core Commerce Platform
DATA TECHNOLOGY
Total Retail Sales
RMB 38.1tn US$ 5.8tn
Online Retail SalesRMB 7.0tn US$ 1.1tn
Offline Retail Sales
RMB 31.1tn US$ 4.7tn
（1）
（2）
（3）
*
*
*
*
*
New Retail Enables Omni-Channel Customer Management and Retail Operations Upgrade
Online Integration Offline DigitizationData Technology
Consumers
Data
Omni-channel Customer Management and Retail Operations Upgrade
High-intent Marketplaces
Multi-channel Targeting
Superior Experience
Digitized Orders and Payment
Digitized Products & Services
Digitized In-store Traffic
Consumers
Data
15
Live @ Alibaba - Serving Needs Across All Facets of Chinese Consumer Everyday Life
Note:1.For the month ended June 30, 2019.
16
Use 1 app
9.3 days 16.7 days 21.5 days 24.8 days 27days
Use 2 apps Use 3 apps Use 4 apps Use 5 appsNumber of Apps used
Number of Active Days per Month（1）
Growth Engine for Alibaba Digital Economy
�18
User Growth Category Expansion Globalization
Digitization of Enterprises Digital Infrastructure Empowerment Data Technology EnablementTo Consumer To Business
Lifetime Value of Products
New Manufacturing
Lifetime Value of Consumers
Digitization of Commerce Value Chain
DATA TECHNOLOGY
ConsumersOnline Sales & Distribution
18
Digital Marketing & Branding Channel Management
Data-Driven Product Innovation
ibaba Commerce Ecosystem
Business as a Service
Data Platform
Cloud Intelligence
ibaba Cloud Intelligence
SaaS Ecosystem
Data as a Service
IaaS + PaaS (Cloud, IoT, Mobility)`
Alibaba Business Operating System
Business as a Service + SaaS Ecosystem
Data Platform + DaaS
IaaS + PaaS (Cloud, IoT, Mobility)
ibaba Business Operating System Empowers Digital Transformation of Enterprises
1920Note:* Not a consolidated business of ibaba Group.
ibaba Business Operating System Empowers Digital Transformation of Enterprises
Data Platform + DaaS
IaaS + PaaS
Retail Finance Logistics Transportation Local Services Media & Entertainment Public Sector, Manufacturing and More
SaaS Ecosystem
(Cloud, IoT, Mobility)
*
1920Note:* Not a consolidated business of ibaba Group.
Hong Kong SAR, China
Liège
Moscow
Bangkok
Kuala Lumpur
HangzhouDubai
ibaba One-Stop Global Logistics Solution Improves Supply Chain Efficiency for Global Trade
International Fulfillment & Delivery Network
Global Parcel Network
Global Supply Chain
Global Last-mile Network
Fulfilled by Alibaba
Cainiao Guoguo - Crowdsourced Parcels Delivery Platform
Cainiao Post - Pick-up Drop-off Network
Digitized Parcel Network in China
Enabled by Alibaba
Cainiao Fulfillment Network
Cainiao Delivery Network
Fengniao On-demand Delivery Network
Fulfillment & Delivery Network in China
Fulfilled by Alibaba
21
Integrated Financial Services Empower Merchants and Stimulate Consumers in BIG Closed Loop
Ant Financial Consumption Scenarios
Personal Finance
New User Referrals
Consumer Closed Loop
Payment Enablement
Merchant Finance
New Merchants
Merchant Closed Loop
Credit Assessment
Merchants
Financing Enablement
Data Aggregation
22
Alibaba Business Operating System Transforming Enterprises With Digital Infrastructure and Data Technology
ConsumersDigital Marketing & Branding
Online Sales & Distribution Data-Driven Product Innovation
Channel Management
23
Cloud Intelligence + Data Technology
Financial Services
Logistics & Supply Chain Management
tnConsumersAnnual Active Consumers
in China GMV (RMB) Profitable SMEsJob Creation
21 10 bn bn 10mn100mn+ +
FY2036 Long-term VisionChina
FY2024 Five-year GoalsGlobal
25
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