1. real estate
2. buying and selling homes

Ken Ardali
[email protected]
Director of International eCommerce Business Development, Alibaba
Group EMEA
Alibaba Group
IRX, Birmingham, 26th March 2015
China surpassed the US in both absolute sales volume and share of total retail sales
Source: Kantar Retail Analysis
Alibaba Confidential, not to be reproduced or published without the express written consent of Alibaba Group.
Alibaba Confidential, not to be reproduced or published without the express written consent of Alibaba Group.
China’s online population is growing rapidly and reached 618 million as of Dec 2013,
of which 300 million are shopping online.
Internet users concentrated among urbanites but more potential for growth in rural areas.
Chinese internet population are also among the most active social media users in the world.
Source: CNNIC, January 2014
Alibaba Confidential, not to be reproduced or published without the express written consent of Alibaba Group.
Source: iResearch, January 2012 and April 2014
Alibaba Confidential, not to be reproduced or published without the express written consent of Alibaba Group.
China has world’s largest mobile Internet user base with 500 million
users as of Dec 2013
Mobile is expected to drive higher online shopper engagement.
Mobile commerce is growing rapidly in China.
Source: iResearch April 2014, CNNIC January 2014
Alibaba Confidential, not to be reproduced or published without the express written consent of Alibaba Group.
Alibaba Confidential, not to be reproduced or published without the express written consent of Alibaba Group.
East
West
North
90
46.9
45.9
38.6
30.6
45
43.9
34.6
31.6
27.4
20.4
20.4
1st Qtr
2nd Qtr
3rd Qtr
4th Qtr
Source: McKinsey & Co. via ChannelAdvisor
Alibaba Confidential, not to be reproduced or published without the express written consent of Alibaba Group.
8
C2C share
B2C share
Source: iResearch, April 2014; McKinsey Global Institute, March 2013
Alibaba Confidential, not to be reproduced or published without the express written consent of Alibaba Group.
East
West
90
38.6
34.6
30.6
31.6
27.4
20.4
20.4
1st Qtr
2nd Qtr
3rd Qtr
4th Qtr
Source: TechInAsia.com via ChannelAdvisor
Alibaba Confidential, not to be reproduced or published without the express written consent of Alibaba Group.
Alibaba Confidential, not to be reproduced or published without the express written consent of Alibaba Group.
Total GMV
US$296 billion
Mobile GMV
US$71 billion
Annual orders
14.5 billion
Packages generated (2)
6.1 billion
Annual active buyers
279 million
Annual active sellers
8.5 million
Paying customer
relationships (3)
3.6 million+
Countries where buyers
are located (4)
190+
(RMB1,833 billion)
(RMB442 billion)
Notes:
(1) Unless otherwise indicated, all figures are specific to our China retail marketplaces for the 12 months ended June 30, 2014.
(2) Specific to our China retail marketplaces for the 12 months ended June 30, 2014.
(3) The sum of merchants on our (i) China retail marketplaces who paid fees and/or commissions to us in the 12 months ended June 30, 2014, plus
(ii) wholesale marketplaces with current paid memberships as of June 30, 2014.
(4) Includes registered countries and territories of (i) buyers that sent at least one inquiry to a seller on Alibaba.com and
(ii) buyers that settled at least one transaction on AliExpress through Alipay, in each case in the 12 months ended June 30, 2014.
Alibaba Confidential, not to be reproduced or published without the express written consent of Alibaba Group.
(1)
Logistics
infrastructure
Online
marketing
Financing
O2O
Other Participants
Logistics Partners
(2)
Sellers
Buyers
Consumer protection
program
Transaction safety program
Feedback & rating system
Rules of marketplace
TECHNOLOGY
DATA
(1)
Social
network
TEAM
Alibaba online and mobile commerce
infrastructure
Notes:
(1) Though minority investments or joint ventures
(2) Through arrangements with Alipay, our related company
Alibaba Confidential, not to be reproduced or published without the express written consent of Alibaba Group.
Digital
Entertainment
China's largest online
shopping destination
China's largest brands
and retail platform
► Launched in May 2003
► Launched in April 2008
► Targets Chinese
consumers looking for
wide selection, value and
convenience
► Became an independent
platform in June 2011
► Launched in February
2014
► Dedicated to providing a
premium shopping
experience for Chinese
consumers in search of
top-quality branded
merchandise
► Serves as a cross-border
e-commerce platform
enabling overseas
merchants to enter
China’s online retail
market
► Features a large number
of international and
Chinese brands
► Allows merchants to join
using the business
licenses of their home
country or region and
fulfill orders from overseas
► Hundreds of millions of
product and service
listings
► China's largest online
shopping destination in
terms of GMV in 2013,
according to iResearch
► Mobile Taobao App: the
most popular mobile
commerce app in China
from August 2012 to
February 2014 in terms of
mobile MAUs, according
to iResearch
► China’s largest brands
and retail platform in
terms of GMV in 2013,
according to iResearch
China's first official crossborder B2C platform
China’s most popular online
group buying marketplace
► Launched in March 2010
► Offers quality products at
discounted prices by
aggregating demand
from numerous
consumers, often through
flash sales
► China’s most popular
online group buying
marketplace in China
based on MAUs in 2013,
according to iResearch
► Merchants receive
payment in local
currency
Alibaba Confidential, not to be reproduced or published without the express written consent of Alibaba Group.
On this day each year, history is made…
11.11 2009: ￥52 million
11.11 2010: ￥936 million
11.11 2011: ￥5 billion
11.11 2012: ￥19 billion
11.11 2013: ￥36 billion
11.11 2014: ￥57 billion

￥57 billion by Alibaba marketplaces

￥10 billion RMB in first 38 minutes

42.6% sales via mobile device

1st domestic order delivered in 15 minutes
1st cross-border order delivered at 2.05 hour
In 2014, Alibaba offers 11.11 shopping
festival to GLOBAL shoppers!
16
Alibaba Confidential, not to be reproduced or published without the express written consent of Alibaba Group.