1、 Alvin Liu, President of Tmall Import & Export 1 September 23-24, 2019 Hangzhou, ChinaAlibaba Import StrategyTMALL GLOBALS 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 Imp
2、ort is Strategically Important to China 中国进口市场新机遇 Big Market & New Opportunities of Chinas Import Consumption Note: 1. 2018 China Import Consumption Market Research Report published by China Chamber of International Commerce, Deloitte and AliResearch. (1) 32014 2015 2016 2017 2018 2.2% 0.5% 1. 1% 1.
3、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 Stage 422,000+ 4,300+ 78 Brands Product Categories Countries & 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 Chi
4、na Notes 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 T
5、mall Global as of July 31, 2019. (1) 5Getting Younger Penetrating into Less Developed Areas 90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 Areas42% of Import Consumers YoY Accelerating Penetration 全面渗透中国进口消费者 Notes 1. Percentage of consumers of Tmall Global born after the
6、 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 Care Cosmetics Health Care Baby Formula Diversified Lifestyle Products 多样化的进口生活方式Mens Skin Care Kitchenware Pet Food
7、Maternity Care Fine Porcelain Anti-hair Loss Beauty Supplements Trendy Shoes Consumption 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 Partnership 100M Club 入驻增速YoY 300% New Brands MORE Growth in number of brand partnerships Overseas brands in RMB100 Million (US$15Million) Growt
8、h in number of new brands (1) (2) (3) 300%YoY 86% YoY 80+ MORE MORE Global 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 G
9、lobal brands with more than RMB100 million, be consistent in transactions of the twelve months ended July 31, 2019. 8Stock Order First-mile Export Clearance International Freight Import Clearance Bonded Zones/ Warehouses Last-mile Delivery Brand 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.
10、4 days from ordering to receiving Fulfillment time from bonded warehouse is similar to domestic purchase Comprehensive Infrastructure Superior Shopping Experience 完善的基础设施，优质的海购体验 9STRENGTHEN AND UPGRADE GREATER IMPORT ECOSYSTEM 布局进口生态，全面推动大进口升级 10 Helping Brands Enter China Cross-border General Trad
11、e Domestic Trade Overseas Entity Production standard of China Quality standard of China 海外实体 中国实体 中国实体 国内流通 大 贸 跨 境 原产地标准 海关备案制 中国进口标准 一般进口清关 中国生产 国内流通政策 Product Standard From Country of Origin Customs Record for Entering China Entity China Import Standard General Trade Procedure Entry Requirement C
12、hina Entity Domestic Sale Policy Made in China Low Medium High Entry Requirement Entry Requirement 11Collaborate with Multinational Companies to Introduce and Incubate Popular International Brands Speedy Onboarding and Ecosystem Enablement for International Boutique Brands . 与跨国集团联手孵化海外新品牌 入驻提效以及进口生
13、态的支持 Marketing Partner Content Partner Operation Partner Data Partner Accelerating Brand Expansion in China 天猫国际加速全球品牌在中国市场成长 12Flexible and ecient inventory management Strong distribution channel / brand building 灵活高效的库存管理 强大的销售渠道和品牌建设 Tmall Overseas FulfillmTmall Supermarket Leading the Transforma
14、tion of Traditional RetailLI Yonghe, President of Tmall Supermarket 1 September 23-24, 2019 Hangzhou, ChinaReforming the “Old Town“ 旧城改造2Reforming the “Old Town“ 旧城改造Reforming the “Old Town“ 旧城改造301 02 03 Market Size of Traditional Retail and Transformation Progress 旧城规模及改造进展 Traditional Supermarket
15、s Pain Points and Solutions 传统商超的痛点和解决方案 Scalability and Sustainability of Taoxianda 淘鲜达模式的规模化与可持续发展 4大卖场同比年对年金额增速 Hypermarket Retail Sales Annual Growth （1） 2014 2015 2016 2017 2018 2019 4.5% 2.4% 0.7% 0.6% 5.8% -0.8% 快速消费品城镇零售渠道销售额占比 Fast-Moving Consumer Goods Retail Market （2014-2018） 年复合增长率 Comp
16、ound Annual Growth Rate 2014 2015 2016 2017 2018 (1) 电子商务 35. 1% eCommerce 便利店 2.0% Convenience Stores 大卖场 0.6% Hypermarkets 超市/小超市 1.7% Supermarkets 杂货店 -5.7% Mom & Pop Shops 其他 3.7% Other 线下零售增速放缓，电商营收规模仍持续增长，传统商超“旧城改造”市场巨大 Significant Market Opportunities in Transforming Traditional Retail Note:
17、1.KWP & Bain, “Chinese Shoppers Report Series I” (2019). 3.5% 23.6% 39.4% 6.7% 20.8% 7 .9% 3.3% 22.4% 39.0% 6. 1% 21.3% 11. 1% 3.5% 21.9% 37 .3% 5.3% 21.0% 13.4% 21.5% 36.4% 4.7% 20.7% 16.7% 3.2% 20.2% 35.3% 4.4% 20. 1% 6.0% 3.5% 5Note: 1.As of August 31, 2019. 淘鲜达数字化赋能线下零售商超 Taoxianda Digitizes and
18、 Transforms Oine Retail Stores 6Notes:1.As of August 31, 2019.2.Include prefectural and county-level cities as of August 31, 2019. 23 (1) 已加入淘鲜达数字化改造的零售商超品牌 Digitized Retail Brands 800+ (1) 国内已完成数字化的门店数 Digitized Retail Stores 278 (2) 淘鲜达门店已覆盖的城市数 Cities Covered 淘鲜达数字化赋能线下零售商超 Taoxianda Digitizes and Transforms Oine Retail Stores 7Traditional SupermarketsPain Points and Solutions 实体商超的痛点和解决方案 8新货How to Build Supply Chain for New Products 如何实现新商品供给？ ？ 新人How to Acquire New Consumers 如何获取新客？ ？ 新场How to Build E
