2019阿里投资者日：阿里快递：国际零售平台-2019.9-19页.pdf

1WANG Mingqiang,President of AliExpressSeptember 23-24,2019 Hangzhou,ChinaAliExpress-International Retail Platform010203What is AliExpressWhat is UNIQUE about AliExpressWhat is theFUTURE for AliExpress 2+BN+US$1 2 3 4 0 1 2 3 3 4 5 6 7 8 90 1 2 3 0 1 2 3 1 2 3 4 5 8 9 0Countries&Regions(1)Age under 35 years old(2)%+Annual Paid GMV(1)4 5 6 7 8 96 7 8 9 M+Annual Active Consumers(1)Notes:1.For the twelve months ended August 31,2019.2.Age of AliExpress users for the twelve months ended August 31,2019.The Leading Cross-Border B2C Export Platform 3Diverse Countries and CategoriesPopular Categories in Top 10 Countries(2)Notes:1.Countries ranked by GMV for the last twelve months ended August 31,2019.2.One of the top three categories by GMV in each country in August 2019.Top 10 Countries By GMV(1)PolandIsraelMobile Phone Cases&CoversT-ShirtsHair Bundles with ClosureUSAMobile PhonesRussiaVacuum CleanersSpainDiamond Painting Cross StitchesNetherlandsBrazil 4RussiaUSAFranceSpainBrazilNetherlandsIsraelPolandUKSouth KoreaUKLace WigsSouth KoreaRemote Control ToysDressesFranceQuartz Wristwatches010203What is AliExpressWhat is UNIQUE about AliExpressWhat is theFUTURE for AliExpress 5Core Elements of AliExpressSupplyOperationGovernanceInfrastructureTechnologyBUSINESS ELEMENTSVALUE PROPOSITIONSValue for MoneyBroad Product Selection 642.6Offer Value For Money ProductsNotes:1.On July 25,2019.2.Small fans GMV YoY Growth comparing May 1-July 31 of 2018 to 2019 in France.Shortened Supply ChainWholesaler ExporterImporterRetailerConsumersManufacturersWholesalerTraditional Supply ChainHighest Temperaturein Europe(1)+450%YoY Small Fans GMV Growth(2)CASE STUDY 7Cool Party Decoration For Family In ItalyBroad Product Selections for Different Lifestyles5Days Delivery7+Meters High1,000+EurosCASE STUDY 8Most Powerful Supply ChainThe Only Country Covering All Manufacturing IndustriesComputers(1)90%Wigs(2)80%Phones(1)90%Toys(3)75%92.5+Billion Product listings(4)8.7+Million Sellers&Manufacturers(4)Notes:1.Peoples Daily Online,China remains worlds largest producer,consumer,exporter of consumer electronics(2019)2.China Chamber of Commerce for Import&Export of Light Industrial Products and Arts-Crafts(2018).3.Economist,China is still a toy-manufacturing powerhouse(2017).4.Number of product listings and sellers on Alibabas China Retail Marketplaces for the last twelve months ended June 30,2019.Empower Sellers With Efficient OperationsBranded Store Operations168%MoM Interactive UV/Day Growth(1)10Mn+Store Video Views Per Day(2)Interactive Live Stream In-App FeedsNotes:1.Average unique visitors per day in August 2019 compared to July 2019.2.On the Mid-Year-Shopping Festival on June 18,2019.10Global Shopping Festival 11.11Milan/Krakw Fashion WeekPoland Influencer Factory VisitsFrance Influencers Gathering CruiseSpain O2O Experience Plaza StoreConnect Brands&Sellers With Global Consumers 11World-Class Platform Governance1000+Models&Rules In Risk Control Engine(1)150+Alibaba Anti-Counterfeiting Alliance Members(2)96%of Takedown Requests were Handled within 24 Hours(1)Notes:1.Alibaba Intellectual Property Protection Annual Report(2018).2.As of September 2019.12Robust Global Supply Chain Network Global Logistics Network Connects The WorldGlobal Shipping+Supply Chain+Last Mile NetworkSmart Operations Smart Customs Clearance PlatformFlexible Combinations Different Country,Category,Price Tier Solutions 13Global Payment Network Supports Buyers&SellersGlobal Payment&Settlement NetworksClearing center(United States)Clearing center(China)Clearing center(Singapore)Clearing center(Luxembourg)Notes:1.Payment channels of AliExpress as of August 31,2019.2.Local currencies available on AliExpress as of August 31,2019.38Local Payment Channels(1)51Countries that can Pay in Local Currency(2)14Powered by Alibaba Advanced TechnologyCountry-specific Personalization By Machine Learning Global Big Data Real-time Processing By Cloud Computing Technology Real-time Translation across 18 Languages(1)By Natural Language ProcessingNote:1.As of August 31,2019.15010203What is AliExpressWhat is UNIQUE about AliExpressWhat is theFUTURE for AliExpress 16201720182019202020212022202320242025Future for AliExpressGLOBAL SUPPLY CHAINSSIGNIFICANT GROWTH OF GLOBAL SELLERS 17WORLD to WORLDEurope,South East Asia,18International Retail Platform 19扫码关注：金融干货精选获取更多干货资料