Alibaba Digital Media & Entertainment Diverse Entertainment Platforms with Broad ScaleFAN Luyuan, President of Digital Media & Entertainment 1September 23-24, 2019 Hangzhou, China 2[VIDEO] 3Tapping into the Growing Demand for Entertainment of Chinese Consumers满足中国消费者日益增长的娱乐需求 4Business Overview01业务全景Business Strategy02商业策略Alibaba Digital Economy Synergy03生态协同 5Business Overview01业务全景Business Strategy02商业策略Alibaba Digital Economy Synergy03生态协同Diverse Entertainment Platforms with Broad Scale 6Alibaba Digital Economy ConsumersUser + Merchant + Industry InsightsMusicLiteratureFilmTheatreVariety ShowSportsAnimationDocumentaryLive ConcertFolk ArtTV SeriesExhibition ShowGamingMusic Concert规模化多元化的娱乐平台阿里巴巴数字经济体消费者用户 + 商家 + 行业洞察Digital Media and Entertainment Content全娱乐内容Ordinary PeopleAuthentic HeroEvoking PassionPositive Energy 7· 小人物· 真英雄· 正能量· 大情怀Premium Content Focused on Four Thematic Pillars致力于四大主题的优质内容 8June 2018June 2019+46% Paying Subscribers Growth(1)Note: 1. Increase in number of average daily paying subscribers of Youku from June 2018 to June 2019.中国领先的长视频平台Leading Long-Form Video Platform in ChinaMost Comprehensive Film Infrastructure Service Provider in China 9TOP 10 Grossing Films in China(1) (RMB Billion)5.69 4.65 4.663.653.403.393.102.552.442.24Wolf Warrior 2The Wandering EarthNe ZhaOperation Red SeaDetective Chinatown 2The Mermaid Monster Hunt 2Dying to Survive Hello Mr. BillionaireMonster Hunt Note: 1. Beacon box office data as of August 31, 2019. Red movies are movies that are co-produced and distributed by Alibaba’s Digital Media and Entertainment segment. 中国电影业最大的基础设施提供者 10Damai's Concert Tickets Market Share(2)70%+Notes: 1. In 2018, according to Analysys. 2. For 2018, Damai sales as a percentage of China’s total concert box office sales (2018 China Performing Arts Market Annual Report, China Association of Performing Arts).Largest Online Ticketing Platform for Live Events in China(1)中国现场娱乐行业最大的服务商 11Business Overview01业务全景Business Strategy02商业策略Alibaba Digital Economy Synergy03生态协同 12FY2018FY2019FY2018FY2019LicensedOverall Content Volume by Type(1)Overall Content Spending by Type(1)Owned(2)LicensedOwned(2)Notes: 1. Breakdown for Youku's drama and variety shows signed since FY2018, excluding content that costs less than RMB10 mn. 2. Ownership represents 50 years of copyright protection under PRC law.Buy / 采买Build / 自建+Partner / 合制Ways to Obtain Content Self Produce / 自制From Licensing to Owning Content 从“租赁”模式升级为“产权”模式 13FY2017FY2018FY2019Exported Content Volume(1)Note: 1. Content includes drama and variety shows.+129% +138% Create Exportable Content Beyond China优质内容出海 14Trusted Partner of the Hollywood Big Six in ChinaIMDb Points (1)9.1Taopiaopiao 8.4Best PictureBest DocumentaryPoints (2)IMDb 9.3Taopiaopiao 8.2Points (1)Points (2)IMDb...