Taobao Wireless Momo Presentation 20100308

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中国手机购物市场探讨—淘宝无线分享

Mobile commerce market - from Taobao wireless

Mr. Song Man Yuan 宋漫远for MobileMonday Shanghai

8 March 2010

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目录Index

淘宝无线介绍 Introduction of Taobao Wireless

几点思考 Brief Summary and market status

行业合作 Cooperation

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发展历程 Development History

2009年3月 March 2009

组建无线事业部 Taobao Wireless department established

2009年9月 Sep 2009

每日独立访问用户数突破100万 The number of daily visitors reached 1million

2009年10月 Oct 2009

每日交易笔数突破1万笔、注册用户数突破1万人 The number of daily

transactions reached 10 thousand and the number of total registered members reached 10 thousand.

2009年12月 Dec 2009

每日交易笔数突破10万笔、交易金额突破100万、访问用户数突破400万、注册用户数突破3万人 The number of daily transactions reached 100

thousand and volume reached 1 million RMB. The number of daily visitors reached 4 million and total registered members reached 30 thousand.

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用户发展 Taobao wireless PV and UV status from Mar ~ Nov 09

2009年3月－11月手机淘宝PV和UV情况

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业务增长 Taobao GMV and Alipay value status from Jan ~

Nov 09

2009年1月－11月手机淘宝GMV和支付宝情况

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影响力－10月排名已升至第八 Taobao’s ranking

increased to Top 8 in China in Oct 09 (opera mini ranking)

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业务体系 business system

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产品体系 product

M.taobao.com

购物搜索 shopping item search

合作商城 Cooperated online shops

手机客户端 mobile users’ interface

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合作商城Cooperated

online shops

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TOP平台Taobao open

platform

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买家客户端 User (buyer) interface

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淘掌柜 user –(seller) interface

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卖家终端-灵素之梅 Taobao Phone – Ling Su Zhi Mei

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几点思考 Brief Summary and Market Status

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2009实践总结 Tao bao wireless commerce

Summary in yr 2009

用户发展 user developmentl 年度活跃用户：1000万 annual active users: 10 million

l 日活跃用户：250万 daily active users: 2.5 million

交易规模 Transaction volume l 年度交易总额：3.02亿RMB volume of annual transaction: 302

million RMB

增长速度 increasel 下半年月环比增速超过40％ increased 40% in 2nd half of the

year

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市场－起步阶段 market is in the initial stage

手机应用行业状况 mobile application status

l 娱乐、信息、交友为导向 still focus on entertainment, information and dating

service

l 电子商务影响力需要提升 still need to improve the influence of mobile

commerce

用户成熟度 user status

l 实物消费的刚性需求显现 Increase in demand for purchasing physical items

l 对手机购物的认知还不够 not familiar with mobile online shopping

商家参与度 commercial attitude

l 关注并看好长期发展前景 Optimistic for the future

l 对手机购物用户的消费行为研究很少 few studies on mobile commerce

consumption

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关键点 Key points

支付体系 Payment system

l 安全体系：要构建体系性的安全保障 safe system

l 资金渠道：多元化，低成本 Funding sources shall be diversified and low cost

l 便捷性：简单是关键 Convenience

信用体系 Credit system

l 交易诚信：担保交易、COD Secured Transactions and COD

l 互动沟通：信息的完整性，以及买卖双方沟通的有效性 Completed users’

information and efficient communication between sellers and buyers

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行业合作 Cooperation

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开放服务开放 open the service to cooperators

l 购物搜索：输出淘宝商品、交易信息 shopping item search: export

taobao product and transaction information

l 合作商城：输出交易、支付、商品、物流服务体系 Cooperated online shops: export transaction, payment, product and logistic service system

平台开放 open the platforms to cooperators

l 无线TOP：开放淘宝无线应用开发API open taobao wireless API

l 开发者大赛：优胜者提供专项运营基金，孵化应用 open taobao

platform to start up / individual groups

运营开放 open the operations to cooperators

l 淘拍档：垂直领域的专业化运营合作 work with cooperators for expertise

operations

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谢谢！Thanks!