3. 飛速增長的中國網購市場,但依然潛力無限
24.8% 28.1%
2008 2009 2010 2011 2012 2013
(Online shoppers as % of Internet population, 2013)
中國網購市場的急速增長預計在2015年將趕超美國
(RMB in billions)
128 263
461
35.1% 37.8%
785
1,303
1,841
42.9%
2,420
48.9%
3,119
3,790
2008 2009 2010 2011 2012 2013 2014E 2015E 2016E
48.9%
China U.K. Germany U.S. Japan
(Online retail market size as % of total retail market size, 2013)
1.1% 2.0%
77.6% 79.5%
2.9%
74.2%
China United States
4.3%
6.3%
7.9%
9.1%
55.8%
10.4%
11.5%
5.1%
5.9%
6.5%
7.1%
7.8%
8.5%
9.1%
9.8% 10.3%
2008 2009 2010 2011 2012 2013 2014E 2015E 2016E
Source: iResearch, Forrester Research Online Retail Forecast, 2013 To 2018 (US)
Source: iResearch
但是相對於發達國家而言,仍偏低,有很大的潛力
Source: CNNIC for China, IDC other countries
中國線民滲透率的逐年顯著增長
百分比為網購人群占比
Source: CNNIC
Alibaba Confidential, not to be reproduced or published without the express written consent of Alibaba Group.
4. 阿里巴巴集團生態圈
Other Participants infrastructure
Logistics Partners
Logistics
Online
marketing
Sellers Buyers
Consumer protection program
Transaction safety program
Feedback & rating system
Rules of marketplace
TECHNOLOGY DATA TEAM
Alibaba ecommerce infrastructure
Financing
Social
network
Alibaba Confidential, not to be reproduced or published without the express written consent of Alibaba Group.
Digital
Entertainment
O2O
(1)
(2)
(1)
5. 阿里巴巴集團網購零售市場
China
Sellers
China
Consumers
Global
Consumers
Global
Merchants
Chinese-language website
English-language website
Chinese-language website
Alibaba Confidential, not to be reproduced or published without the express written consent of Alibaba Group.
Please ensure ALL these brands are STILL on the platform. Talk about Burberry, M&S
Talk about why we launched Tmall.HK – to help those businesses who do not have a local presence in Mainland China still reach our hundreds of millions of registered users and tap into Chinese consumer spending power.
Talk about why we launched Tmall.HK – to help those businesses who do not have a local presence in Mainland China still reach our hundreds of millions of registered users and tap into Chinese consumer spending power.
SUMMARY – here are the key differences between Tmall.com and Tmall.HK
Post: roughly 5% of parcels are checked. However, the process is much slower than through the Duty Free model.
District locations:
Direct: 鄭州,重慶,上海?,寧波?杭州?
Bonded Warehouse: 鄭州
Post: roughly 5% of parcels are checked. However, the process is much slower than through the Duty Free model.
District locations:
Direct: 鄭州,重慶,上海?,寧波?杭州?
Bonded Warehouse: 鄭州