Alvin Liu, President of Tmall Import & Export1September 23-24, 2019 Hangzhou, China Alibaba Import StrategyTMALL GLOBAL’S OPPORTUNITIES AND PROGRESS天猫国际大进口机遇和进展2中国已经成为全球消费大国中国已成为全球最大进口电商消费国Leading Consumption Economy Largest Importer of Cross-Border E-commerce Goods国家级战略，坚持扩大进口Increasing Import is Strategically Important to China中国进口市场新机遇Big Market & New Opportunities of China’s Import ConsumptionNote: 1. 2018 China Import Consumption Market Research Report published by China Chamber of International Commerce, Deloitte and AliResearch.(1)3201420152016201720182.2%0.5%1.1%1.6%1.8%Contribution to Total E-commerce GMV进口消费仍处于起步阶段Source: iResearch, 2018中国跨境电商成交规模占整体网购市场GMV比率But Import Consumption Online is Still at an Early Growth Stage422,000+4,300+78BrandsProduct CategoriesCountries & Regions品牌类目国家 & 地区(2)(3)(4)天猫国际是中国最大进口平台No.1 Import Platform in ChinaNotes： 1. China Cross-border Import E-commerce Market Monitoring Report, Q2 2019, published by Analysys. 2. Number of brands on Tmall Global as of July 31, 2019. 3. Number of product categories on Tmall Global as of July 31, 2019. 4. Number of origin countries and regions of brands registered on Tmall Global as of July 31, 2019.(1)5Getting YoungerPenetrating into Less Developed Areas90后新生代进口消费崛起低线城市进口消费崛起(1)(2)Post-90s 55%Consumers From Less Developed Areas 42%of Import ConsumersYoYAccelerating Penetration全面渗透中国进口消费者Notes： 1. Percentage of consumers of Tmall Global born after the 90s as of July 31, 2019. 2. YoY growth of number of consumers of Tmall Global in less developed areas for the 7-month period ended July 31, 2019.6Daily Necessities 进口生活必需品Personal CareCosmeticsHealth CareBaby FormulaDiversified Lifestyle Products 多样化的进口生活方式Men’s Skin CareKitchenwarePet FoodMaternity CareFine PorcelainAnti-hair LossBeauty Supplements Trendy ShoesConsumption Trend天猫国际的进口商品盛宴7建立战略合作关系的的品牌同比增长86%年度海外亿元俱乐部品牌增长至80+Strategic Partnership100M Club入驻增速YoY 300%New BrandsMOREGrowth in number of brand partnerships Overseas brands in RMB100 Million (US$15Million) Growth in number of new brands(1)(2)(3)300%YoY86% YoY80+MOREMOREGlobal Brand Incubator全球品牌入华孵化器Notes： 1. YoY growth of new brands onboarded for the 7-month period ended July 31, 2019. 2. YoY growth for number of strategic partners for the 7-month period ended July 31, 2019. 3. Number of Tmall Global brands with more than RMB100 million, be consistent in transactions of the twelve months ended July 31, 2019.8Stock OrderFirst-mileExport ClearanceInternational FreightImport ClearanceBonded Zones/WarehousesLast-mile DeliveryBrand Onboarding签约入驻备货生产海外提货出口清关干线运输进口清关进入保税仓物流配送2.4 days from ordering to receiving Fulfillment time from bonded warehouse is similar to domestic purchase Comprehensive Infrastructure Superior Shopping Experience ...
