1JIANG Fan, President of Taobao and TmallTaobao and Tmall - Massive and Fast Growing Retail MarketplaceSeptember 23-24, 2019 Hangzhou, ChinaMarketplace Growth at Scale 供给多元发展Diversified Product Supplies Enhanced Consumer Experience 技术赋能商业Technology Empowering Commerce平台规模增长消费场景升级 2 Up 26% YoY in Q2 QTD FY20Accelerated Growth of DAU(3)755 Million Mobile MAU Up 121mn YoY in June 2019(1)674 Million AACUp 98mn YoY in Q1 FY20(2)Rapid User Growth 平台用户规模高速增长Notes: (1) China retail marketplace Mobile MAU for the month ended June 30, 2019 (2) China retail marketplace annual active consumer for the last twelve month ended June 30, 2019 (3) Q2 QTD FY20 represents the period between July 1,2019 and August 31,2019.Up 226mnUp 208mnMarketplace Growth at Scale 用户增长User Growth 370%+新用户来自下沉市场> RMB 2,00070%+~40%FY18&19 下沉市场新用户ARPU平均值Over 70% of New Consumers are from Less Developed AreasUser Penetration in Less Developed AreasFY18&19 Average ARPU of New Consumers from Less Developed Areas下沉市场人口渗透率Penetrating into Less Developed Areas Drives User Growth 下沉市场驱动用户增长 (1)(1)(2) Notes: (1)For FY 2019(2)Average of first year annual spending of new users in FY2018 and FY2019 用户增长User GrowthMarketplace Growth at Scale 4Robust Growth on China Retail Marketplaces 中国零售平台规模高速增长 YoY Growth of Online Sales of Physical Goods in China According to National Bureau of StatisticsYoY Growth of China Retail Sales According to National Bureau of StatisticsYoY Growth of Tmall Physical Goods GMV (Excluding Unpaid Orders)中国零售平台规模China Retail MarketplacesFY18 FY1925%26%YoY Growth of Alibaba China Retail Marketplaces Physical Goods GMV (Excluding Unpaid Orders) Q1 FY19Q2 FY19Q3 FY19Q4 FY19Q1 FY209%8%8%9%9%22%21%21%24%26%34%33%29%30%34%YoY Growth of Tmall Physical Goods GMV (Excluding Unpaid Orders) Marketplace Growth at Scale 5Consumer Electronics 12%Tmall Consumer Electronics22%National -11%YoY Growth of Physical Goods GMV During Jan-Aug 2019, Excluding Unpaid OrdersYoY Growth of Retail Sales in China During Jan-Jul 2019 (2)1-8⽉月全国社会消费品零售总额分布China Retail Sales During Jan-Aug 2019(1)Auto 43%Home Deco 3%Others 2%Tmall Drives China Retail Sales Growth 天猫驱动消费市场增长 FMCG 28%Tmall FMCG44%YoY Growth of Physical Goods GMV During Jan-Aug 2019, Excluding Unpaid OrdersNational 11%YoY Growth of Retail Sales in China During Jan-Aug 2019 (1)Apparel 12%Tmall ApparelNational 3%26%YoY Growth of Physical Goods GMV During Jan-Aug 2019, Excluding Unpaid OrdersYoY Growth of Retail Sales in China During Jan-Aug 2019 (1)Notes: (1) Source: NBS(2) Source: Sino Market Research, China Market Monitor天猫TmallMarketplace Growth at Scale 6Diversified Product Supplies to Meet One Billion Consumers’ Demand 多元化供给满足中国10亿消费者需求新品牌新商品New Brands New Products 新品类Brands New Categories High Quality 品牌品质 工厂直供From Manufacturers农场直供From F...
