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중국기업 스터디

알리바바 비지니스 포트폴리오 2020 AR

알리바바 비지니스 포트폴리오 

Our diverse commerce platforms and extensive consumer insights, combined with our cloud computing technologies, New Retail supply chain management and sales and marketing systems, form a critical foundation that facilitates digital transformation for businesses.

클라우드 컴퓨팅 기술과 결합 된 다양한 상거래 플랫폼과 광범위한 소비자 통찰력, New Retail Supply 체인 관리, 영업 및 마케팅 시스템은 비즈니스를위한 디지털 전환을 촉진하는 중요한 기반을 형성합니다.

 

Wholesale Commerce 도매상거래 ( China, cross-border and global )

- 1688.com

- Alibaba.com (190 countries)

 

Retail Commerce 소매상거래 ( China, cross-border and global )

- Taobao 

- Lazada, e-commerce platform in Southeast Asia for SMEs 7, 000만명

- AliExpress,

- Tmall Taobao World, 

- Kaola (September 2019) import e-commerce platform in China
- Trendyol, a leading e-commerce platform in Turkey, 
- Daraz, a leading e-commerce platform Pakistan and Bangladesh.

Consumer Services

- ele.me, on-demand food delivery and local services platform

- Koubei, a leading restaurant and local services guide platform 

- Fliggy, a leading online travel platform

Logistics Services 물류서비스

- Cainiao Network, delivery within two hours

- Fengniao Logistics, timely deliver food, beverages and groceries, among other products

 

Cloud Computing 클라우딩
- Alibaba Group,  is the world’s third largest 

  Prior to the 11.11 global shopping festival in 2019, Alibaba Cloud enabled the migration of the core systems 

Digital Media and Entertainment 디지털미디어와 엔터테이먼트

- Youku, the third largest online long-form video platform

- Amap, the largest provider of mobile digital map, navigation and real-time traffic information in China

- DingTalk, our digital collaboration workplace, argest business efficiency app in China

- Tmall Genie, the No. 1 smart speaker in China

 

거래액(GMV, Gross Merchandise Volume)은 특정 기간 해당 플랫폼 내에서 상품이 거래된 총금액을 말한다

 

 

 

Total revenue

RMB250,266 million (2018) to

RMB376,844 million(2019) increased by 51%

RMB509,711 million (US$71,985million) (2020) 35%

 

Net income

RMB61,412 million(2018) 

RMB80,234 million (2019)  increased by 31% 

RMB140,350 million (US$19,821million) (2020) increased by 75%

Our Operating Segments
• Core commerce; retail and wholesale commerce in China, retail and wholesale commerce 
• Cloud computing; Alibaba Cloud, elastic computing, database, storage, network virtualization services, large scale computing,
security, management and application services, big data analytics, a machine learning platform and IoT services.
• Digital media and entertainment; Youku, Pictures and our other diverse content platforms that provide online videos, films, live events, news feeds, literature and music, among other areas.
• Innovation initiatives and others.: Amap, DingTalk, Tmall Genie and others

 

Operating Results

Our Monetization Model

Commerce segment, 2018-86%, 2019-86% , 2020-86%

Cloud computing, digital media and entertainment, and innovation initiatives and others contributed  2018-14%, 2019-14% , 2020-15%

 

 

Core Commerce

China Commerce Retail

Customer management
• P4P marketing services ; keywords match TO product, CPC cost-per-click

In-feed marketing services ; market to groups of consumers with similar profiles 

Display marketing services ;  a cost-per-thousand impression, or CPM,

P4P marketing services, in-feed marketing services and display marketing services directly provided on our
marketplaces, we also provide these services through collaboration with other third-party marketing affiliates

 

Taobaoke program, shopping guide platforms, mediumand small-sized websites and mobile apps, Provide marketing service

 

Commissions on transactions
The commission percentages typically range from 0.3% to 5.0% depending on the product category.

Others
New Retail and direct salesbusinesses, mainly Freshippo, Tmall Supermarket,direct import and Intime, and primarily consistsof revenue from product sales, commissions on transactions and software service fees.

 

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