Alibaba Digital Economy StrategyDaniel Zhang, Executive Chairman and CEO, Alibaba Group 1September 23-24, 2019 Hangzhou, ChinaOUR MISSIONTO MAKE IT EASY TO DO BUSINESS ANYWHERE IN THE DIGITAL ERA��ibaba Digital Economy�3Note:* Not a consolidated business of ��ibaba Group.Physical GoodsServicesEntertainmentLOGISTICS INFRASTRUCTUREMOBILE DIGITAL MAP, NAVIGATION & REAL-TIME TRAFFIC INFORMATION PROVIDERTECHNOLOGY INFRASTRUCTURE FOR CLOUD, IoT, MOBILITY AND BIG DATAPAYMENT & FINANCIAL SERVICES INFRASTRUCTUREMARKETING SERVICES & DATA MANAGEMENT PLATFORMDATA TECHNOLOGY FOR DIGITAL MEDIA AND ENTERTAINMENT Online IntegrationOffline DigitizationInfrastructureDATA TECHNOLOGY+Content CommunityDATA TECHNOLOGY*****Growth Engine for Alibaba Digital Economy�4To BusinessUser 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+�5Notes: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, 2019.110mn98mnJune 30, 2017June 30, 2018June 30, 2019466mn576mn674mn（1）（1）（1）Annual Active ConsumersAnnual Active ConsumersAnnual Active ConsumersAnnual Active Consumers~130mn（2）Growth Through Consumer Segmentation, Product Differentiation, Engagement Innovations�6Notes: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 ProductsBranded ProductsOEM ProductsImported ProductsLong-tail ProductsDigital Community场Interactive Games & EntertainmentContent DiscoveryLive StreamingConsumers ~85%Penetration in developed areas~40%Penetration in less developed areas 人（1）（2）730mnAnnual Active Consumers in China ConsumersValuesConsumersValues Category Expansion Catalyzed by Multi-Platform Synergy+New Consumption ScenariosNew MerchantsOn-demand DeliveryLocal Consumers ServicesNew MediaProprietary ContentEngagementDigital Media and Entertainment�7Notes: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 InsightsMulti-channel TargetingDigital Payment + FinanceChina ...
