阿里投資者日-天貓：阿里巴巴導(dǎo)入策略

1、September 23-24, 2019 Hangzhou, ChinaAlibaba Import StrategyAlvin Liu, President of Tmall Import & ExportTMALL GLOBALS OPPORTUNITIES AND PROGRESS天貓國際大進(jìn)口機(jī)遇和進(jìn)展2Big Market & New Opportunities of Chinas Import Consumption中國進(jìn)口市場新機(jī)遇Leading Consumption EconomyLargest Importer of Cross-Increasing Import is

2、Strategically Important to China中國已經(jīng)成為全球消費(fèi)大國中國已成為全球最大進(jìn)口電商消費(fèi)國 (1)國家級戰(zhàn)略，堅(jiān)持?jǐn)U大進(jìn)口Border E-commerce GoodsNote:1. 2018 China Import Consumption Market Research Report published by China Chamber of International Commerce, Deloitte and AliResearch.3But Import Consumption Online is Still at an Early Growth St

3、age進(jìn)口消費(fèi)仍處于起步階段0.5%1.1%1.6%1.8%2.2%Contribution to Total E-commerce GMV中國跨境電商成交規(guī)模占整體網(wǎng)購市場GMV比率20142015201620172018Source: iResearch, 20184No.1 Import Platform in China天貓國際是中國最大進(jìn)口平臺 (1)22,000+4,300+78Brands(2)Product Categories (3)Countries & Regions (4)品牌類目國家 & 地區(qū)Notes：China Cross-border Import E-comm

4、erce Market Monitoring Report, Q2 2019, published by Analysys.Number of brands on Tmall Global as of July 31, 2019.Number of product categories on Tmall Global as of July 31, 2019.Number of origin countries and regions of brands registered on Tmall Global as of July 31, 2019.5Accelerating Penetratio

5、n全面滲透中國進(jìn)口消費(fèi)者Post-90s55%of ImportConsumers From Less Developed Areas42%ConsumersYoYGetting Younger (1)Penetrating into Less Developed Areas(2)90后新生代進(jìn)口消費(fèi)崛起低線城市進(jìn)口消費(fèi)崛起Notes：Percentage of consumers of Tmall Global born after the 90s as of July 31, 2019.YoY growth of number of consumers of Tmall Global in

6、 less developed areas for the 7-month period ended July 31, 2019.6Consumption Trend天貓國際的進(jìn)口商品盛宴Daily Necessities進(jìn)口生活必需品Diversified Lifestyle Products多樣化的進(jìn)口生活方式CosmeticsPersonal CareAnti-hair LossBeauty SupplementsMens Skin CareHealth CareBaby FormulaFine PorcelainKitchenwarePet FoodMaternity CareTren

7、dy Shoes7New BrandsStrategic Partnership100M Club300%YoY(1)86% YoY(2)80+(3)Global Brand Incubator全球品牌入華孵化器Growth in number of new brands入駐增速YoY 300%Growth in number of brand partnershipsOverseas brands in RMB100 Million (US$15Million)建立戰(zhàn)略合作關(guān)系的的品牌同比增長86%年度海外億元俱樂部品牌增長至80+MOREMOREMORENotes：YoY growth o

8、f new brands onboarded for the 7-month period ended July 31, 2019.YoY growth for number of strategic partners for the 7-month period ended July 31, 2019.Number of Tmall Global brands with more than RMB100 million, be consistent in transactions of the twelve months ended July 31, 2019.8Comprehensive

9、Infrastructure2.4 days from ordering to receivingFulfillment time from bonded warehouse is similar to domestic purchaseSuperior Shopping ExperienceBrand OnboardingOrderStockFirst-mileExport ClearanceInternational FreightImport ClearanceBonded Zones/ WarehousesLast-mile Delivery完善的基礎(chǔ)設(shè)施，優(yōu)質(zhì)的海購體驗(yàn)簽約入駐備貨生

10、產(chǎn)海外提貨出口清關(guān)干線運(yùn)輸進(jìn)口清關(guān)進(jìn)入保稅倉物流配送9STRENGTHEN AND UPGRADE GREATER IMPORT ECOSYSTEM布局進(jìn)口生態(tài)，全面推動大進(jìn)口升級10Helping Brands Enter China天貓國際幫助海外品牌進(jìn)入中國Cross-borderGeneral TradeDomestic Trade跨 境大 貿(mào)國內(nèi)流通Entry Requirement準(zhǔn)入門檻LowEntry Requirement準(zhǔn)入門檻MediumEntry Requirement準(zhǔn)入門檻HighOverseas EntityProduct Standard From Countr

11、y of OriginCustoms Record for EnteringChina EntityChina Import StandardGeneral Trade ProcedureChina EntityMade in ChinaDomestic Sale Policy海外實(shí)體原產(chǎn)地標(biāo)準(zhǔn)海關(guān)備案制中國實(shí)體中國進(jìn)口標(biāo)準(zhǔn)一般進(jìn)口清關(guān)中國實(shí)體中國生產(chǎn)國內(nèi)流通政策11Collaborate with Multinational Companies to Introduce and Incubate Popular International BrandsSpeedy Onboarding an

12、d Ecosystem Enablement for International Boutique BrandsAccelerating Brand與跨國集團(tuán)聯(lián)手孵化海外新品牌入駐提效以及進(jìn)口生態(tài)的支持Expansion in China天貓國際加速全球品牌在中國市場成長Marketing PartnerContent Partner.Operation PartnerData Partner12One-stop Platform forTmall Overseas FulfillmentTmall Direct ImportTmall Global Open PlatformCentrali

13、zed Import ProcurementCross-border E-commerce海外品牌入華全鏈路解決方案海外倉直購天貓國際直營天貓國際平臺大進(jìn)口集采Flexible and ecient inventory managementStrong distribution channel / brand building靈活高效的庫存管理強(qiáng)大的銷售渠道和品牌建設(shè)Omni-channel penetration全渠道滲透From Overseas Warehouses海外倉發(fā)貨From Bonded Warehouses保稅倉發(fā)貨From Domestic Warehouses本地倉庫發(fā)貨

14、13Tmall Overseas Fulfillment 海外倉直購8 DaysEU Warehouses歐洲倉直購5 DaysKR Warehouses韓國倉直購7 DaysJP Warehouses日本倉直購7.5 DaysUS Warehouses美國倉直購Global Warehouse and Fulfillment Network Enabling Eective Inventory Management 全球倉配網(wǎng)絡(luò)，孵化全球非標(biāo)準(zhǔn)化商品Coming soonHK Warehouses香港倉直購KeyCategoriesNote:The average delivery time

15、 from Tmall Overseas Fulfillment warehouses in each region in July, 2019.14Tmall Direct ImportTmall Global Open PlatformStrong Distribution Channel高速增長渠道Tmall Global Supermarket進(jìn)口超市Beauty & HealthBrand Building Enabler品牌建設(shè)基站Market Trends Analysis市場趨勢分析天貓國際直營天貓國際平臺Synergistic Solutions直營平臺雙輪驅(qū)動, 協(xié)同并進(jìn)妙

16、顏社Mother & Baby母嬰Fashion時尚Home美家模式升級Model UpgradingDirect Import直 營Platform平 臺數(shù)據(jù)賦能Data EmpowermentConsumer Insights人群洞察與重塑Consumer Omni-channel Operation消費(fèi)者全鏈路運(yùn)營Uni-marketing全域營銷15Centralized Import Procurement大進(jìn)口集采Global Joint Procurement Platform環(huán)球聯(lián)合采購平臺OnlineConsumerOfflineBig Data-driven Categor

17、y Planning大數(shù)據(jù)品類規(guī)劃北美洲North AmericaSouth America南美洲Africa非洲歐洲Europe亞洲AsiaOceania大洋洲16跨境 Cross-border大貿(mào) General TradeSynergies Across Alibabas Greater Import Ecosystem阿里進(jìn)口生態(tài)協(xié)同OnlineOine飛豬境外游Alipay Wallet(1)CIP(1)跨境支付金融Cross-border Payment & SettlementNote:全球跨境物流網(wǎng)絡(luò)建設(shè)Global Logistics Network1. Not a consolidated business of Alibab