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1、文 獻(xiàn) 資 料阿里巴巴加快發(fā)展移動(dòng)電子商務(wù)步伐中國(guó)電子商務(wù)巨頭阿里巴巴集團(tuán)(Alibaba Group)的管理人員周二表示,公司計(jì)劃在未來(lái)幾年內(nèi)斥資至少2億美元進(jìn)行并購(gòu)和其他投資。阿里巴巴戰(zhàn)略投資部門(mén)的負(fù)責(zé)人張蔚接受采訪(fǎng)時(shí)說(shuō),公司迄今已在包括手機(jī)軟件公司優(yōu)視動(dòng)景(UCWEB Technology Ltd.)在內(nèi)的10家公司投資了7,300萬(wàn)美元。阿里巴巴集團(tuán)總部位于杭州,雅虎(Yahoo Inc.)擁有其39%的股權(quán)。她表示,公司承諾未來(lái)兩到三年還將給戰(zhàn)略投資部2-3億美元資金,將會(huì)把投資重點(diǎn)放在專(zhuān)門(mén)從事移動(dòng)互聯(lián)網(wǎng)、電子支付和其他科技方面的公司。在大多數(shù)情況下,阿里巴巴集團(tuán)計(jì)劃持有少數(shù)股份,而
2、其投資對(duì)象公司也會(huì)成為阿里巴巴的戰(zhàn)略伙伴。阿里巴巴旗下?lián)碛性谙愀凵鲜械膰?guó)際在線(xiàn)貿(mào)易平臺(tái)阿里巴巴網(wǎng)絡(luò)有限公司(A Ltd.)和中國(guó)零售網(wǎng)站淘寶網(wǎng)(T)等幾家公司。據(jù)阿里巴巴的數(shù)據(jù),阿里巴巴網(wǎng)絡(luò)有限公司2008年收入人民幣30億元(4.39億美元),而淘寶網(wǎng)交易總額達(dá)150億美元。阿里巴巴集團(tuán)首席財(cái)務(wù)長(zhǎng)蔡崇信(Joe Tsai)說(shuō),我們覺(jué)得擁有投資業(yè)務(wù)至關(guān)重要,我們?cè)谶@方面著眼于新技術(shù)。阿里巴巴擁有逾10億美元現(xiàn)金,其中還不包括上市公司的資金我們?cè)趯で笥兄谖覀兊暮诵臉I(yè)務(wù)的機(jī)會(huì)。迄今為止,阿里巴巴集團(tuán)只投資中國(guó)大陸公司,其中包括分類(lèi)廣告網(wǎng)站口碑網(wǎng)(K),該網(wǎng)站現(xiàn)在完全為阿里巴巴集團(tuán)所有。但張蔚說(shuō)她
3、目前在與國(guó)外公司談判,計(jì)劃在世界范圍內(nèi)尋找機(jī)會(huì)。上個(gè)月,阿里巴巴集團(tuán)收購(gòu)了位于廣州的優(yōu)視動(dòng)景的少數(shù)股份。這家公司開(kāi)發(fā)了一款廣受歡迎的網(wǎng)絡(luò)瀏覽器,人們可下載它用于手機(jī)上網(wǎng)。她說(shuō),兩家公司可以合作開(kāi)發(fā)應(yīng)用程序,供阿里巴巴的客戶(hù)通過(guò)手機(jī)上網(wǎng)購(gòu)物并完成交易,或是進(jìn)行產(chǎn)品價(jià)格比較,我們的很多用戶(hù)現(xiàn)在都通過(guò)移動(dòng)設(shè)備訪(fǎng)問(wèn)互聯(lián)網(wǎng)這對(duì)整個(gè)電子商務(wù)的大環(huán)境無(wú)疑十分重要。她還表示,阿里巴巴擁有優(yōu)視動(dòng)景的一個(gè)董事會(huì)席位,但拒絕透露該交易的財(cái)務(wù)細(xì)節(jié)。一般而言當(dāng)阿里巴巴進(jìn)行少數(shù)股權(quán)投資時(shí),會(huì)收購(gòu)10%-30%的股權(quán)。但除了與投資對(duì)象形成業(yè)務(wù)伙伴關(guān)系,公司并不打算插手干涉對(duì)方的業(yè)務(wù)管理。研究機(jī)構(gòu)麥健陸顧問(wèn)有限公司(JL M
4、cGregor & Company)的分析師周正倩(Fiona Zhou)說(shuō),阿里巴巴和優(yōu)視動(dòng)景這樣的公司之間的合作很有意義,因?yàn)橥ㄟ^(guò)手機(jī)購(gòu)物買(mǎi)東西將會(huì)是中國(guó)電子商務(wù)的“未來(lái)”。據(jù)中國(guó)互聯(lián)網(wǎng)絡(luò)信息中心的數(shù)據(jù),中國(guó)截至去年年底互聯(lián)網(wǎng)用戶(hù)已達(dá)2.98億,為全球網(wǎng)民人數(shù)最多的國(guó)家,其中1.18億用戶(hù)通過(guò)手機(jī)上網(wǎng),這些業(yè)務(wù)有輔助作用。阿里巴巴不可能為用戶(hù)提供所有的服務(wù),但他們可以跟與自己核心服務(wù)相關(guān)的較小服務(wù)提供商合作。2月27日,杭州,阿里巴巴集團(tuán)旗下兩大子公司國(guó)內(nèi)最大的網(wǎng)絡(luò)零售商圈淘寶網(wǎng)、國(guó)內(nèi)最大獨(dú)立第三方支付平臺(tái)支付寶聯(lián)合宣布,進(jìn)入無(wú)線(xiàn)互聯(lián)網(wǎng)市場(chǎng),發(fā)布移動(dòng)電子商務(wù)戰(zhàn)略。淘寶網(wǎng)大規(guī)模公開(kāi)測(cè)試手機(jī)版
5、淘寶網(wǎng)(),進(jìn)軍無(wú)線(xiàn)零售領(lǐng)域,支付寶亦推出手機(jī)支付業(yè)務(wù),以推進(jìn)國(guó)內(nèi)移動(dòng)支付業(yè)務(wù)的發(fā)展。據(jù)介紹,即日用戶(hù)可持開(kāi)通上網(wǎng)服務(wù)的手機(jī),登陸淘寶網(wǎng)(),查詢(xún)信息、比價(jià)、使用支付寶手機(jī)支付服務(wù)購(gòu)買(mǎi)產(chǎn)品。其手機(jī)操作界面與網(wǎng)頁(yè)操作界面相同,淘寶及支付寶用戶(hù)均可使用其原有帳戶(hù),無(wú)需重復(fù)注冊(cè),每天手機(jī)短信支付的限額為2000元人民幣。手機(jī)版淘寶網(wǎng)目前暫時(shí)只支持“一口價(jià)”商品,無(wú)線(xiàn)版阿里旺旺目前暫時(shí)尚未嵌入,有望在近期推出。淘寶網(wǎng)總裁陸兆禧表示,“淘寶網(wǎng)進(jìn)入移動(dòng)終端,推出手機(jī)版淘寶網(wǎng),主要是為了滿(mǎn)足廣大用戶(hù)日益強(qiáng)烈的網(wǎng)購(gòu)需求,給廣大用戶(hù)的網(wǎng)絡(luò)購(gòu)物提供更多、更便捷的新途徑。”此前,已占據(jù)中國(guó)網(wǎng)絡(luò)零售近80%市場(chǎng)份額的
6、淘寶網(wǎng),一直對(duì)無(wú)線(xiàn)領(lǐng)域保持密切關(guān)注。支付寶總裁邵曉鋒表示:“移動(dòng)支付業(yè)務(wù)是一個(gè)可為產(chǎn)業(yè)鏈各方帶來(lái)經(jīng)濟(jì)效益、品牌效益和社會(huì)效益的新業(yè)務(wù),是移動(dòng)電子商務(wù)的重要組成部分。移動(dòng)支付是支付寶公司戰(zhàn)略培植的業(yè)務(wù),我們將把支付寶手機(jī)支付服務(wù)打造成膾炙人口的大眾品牌?!钡苿?dòng)電子商務(wù)市場(chǎng)潛力尚未被打開(kāi),據(jù)市場(chǎng)咨詢(xún)機(jī)構(gòu)易觀國(guó)際研究,2007年第3季度中國(guó)第三方電子支付市場(chǎng)交易總規(guī)模達(dá)198.47億元,其中手機(jī)支付規(guī)模市場(chǎng)為3.64億元,僅占整體市場(chǎng)規(guī)模的1.83%。阿里巴巴集團(tuán)執(zhí)行副總裁、長(zhǎng)江商學(xué)院教授曾鳴日前表示,在無(wú)線(xiàn)領(lǐng)域,中國(guó)用戶(hù)數(shù)量龐大,并具有很多創(chuàng)新,因此中國(guó)的無(wú)線(xiàn)領(lǐng)域?qū)?huì)迅速成為世界領(lǐng)跑者,也會(huì)出現(xiàn)
7、具有競(jìng)爭(zhēng)實(shí)力的世界性領(lǐng)導(dǎo)企業(yè)。據(jù)了解,早在2004年,阿里巴巴集團(tuán)已經(jīng)初次試水移動(dòng)電子商務(wù),當(dāng)時(shí)阿里巴巴宣布和英特爾合作共同建設(shè)中國(guó)首個(gè)手機(jī)電子商務(wù)平臺(tái)。2006年4月29日,阿里巴巴集團(tuán)已將旗下兩大子公司淘寶、支付寶分別注冊(cè)了無(wú)線(xiàn)網(wǎng)址。而這距離無(wú)線(xiàn)互聯(lián)網(wǎng)唯一的網(wǎng)絡(luò)地址無(wú)線(xiàn)網(wǎng)址開(kāi)放注冊(cè)僅不足一月時(shí)間。此次淘寶與支付寶攜手進(jìn)入移動(dòng)電子商務(wù)市場(chǎng),被認(rèn)為是阿里巴巴集團(tuán)在無(wú)線(xiàn)互聯(lián)網(wǎng)領(lǐng)域的戰(zhàn)略布局。業(yè)內(nèi)專(zhuān)家分析后指出,淘寶與支付寶進(jìn)入移動(dòng)電子商務(wù)市場(chǎng)具備先天優(yōu)勢(shì)。一方面,作為國(guó)內(nèi)電子商務(wù)的領(lǐng)跑者,淘寶與支付寶擁有最寶貴的用戶(hù)資源,截至2007年,淘寶網(wǎng)注冊(cè)會(huì)員超過(guò)5300萬(wàn),截止2008年1月14日,支
8、付寶注冊(cè)會(huì)員超過(guò)6300萬(wàn),這是未來(lái)決勝移動(dòng)電子商務(wù)的關(guān)鍵。另一方面,淘寶模式與支付寶模式具備較高的可移植性,能迅速應(yīng)用于手機(jī)電子商務(wù),淘寶網(wǎng)網(wǎng)絡(luò)零售市場(chǎng)份額近80%,支付寶在線(xiàn)支付市場(chǎng)份額超過(guò)60%,品牌深入人心,在產(chǎn)品和技術(shù)上都擁有較大的優(yōu)勢(shì)。淘寶與支付寶表示,3G即將迎來(lái)規(guī)?;瘧?yīng)用,移動(dòng)電子商務(wù)市場(chǎng)前景廣闊,隨著手機(jī)網(wǎng)民數(shù)量的進(jìn)一步增加,手機(jī)將成為未來(lái)電子商務(wù)應(yīng)用最為廣泛的終端之一。兩大公司將致力于推進(jìn)國(guó)內(nèi)移動(dòng)電子商務(wù)以及無(wú)線(xiàn)互聯(lián)網(wǎng)的發(fā)展。 Alibaba to accelerate the pace of the development of m- commerceChinese e-
9、commerce giant Alibaba Group plans to spend at least $200 million in acquisitions and other investments in the next few years, executives said Tuesday. The Hangzhou-based company, in which Yahoo Inc. has a 39% stake, has already invested $73 million to date in 10 companies including a mobile-phone s
10、oftware company called UCWEB Technology Ltd., said Wei Zhang, who is heading Alibabas strategic investment unit, in an interview. The company has committed an additional $200 million to $300 million to the unit over the next two to three years, she said. The investment plan is another example of Ali
11、babas aggressive spending despite the slowing global economy. The company has also committed $30 million to marketing one of its Web sites. Ms. Zhang said she will focus investments on companies specializing in mobile Internet, electronic payment and other technologies. In most cases, the group plan
12、s to retain a minority stake and investees companies it invests in would double as strategic partners for Alibaba, which owns several companies including Hong-Kong listed international online trading platform A Ltd. and Chinese retail Web site T. In 2008, A earned 3 billion yuan ($439 million) in re
13、venue, and transactions on T totaled $15 billion, according to Alibaba. We felt that its important for us to have an investment operation where we look at new technologies, said Joe Tsai, the groups chief financial officer. Alibaba has over $1 billion in cash, not including the listed company we are
14、 looking for opportunities that would compliment our core business. So far, the group has invested only in companies in mainland China, including classified-ads Web site K, which is now wholly owned by Alibaba. But Ms. Zhang says she is currently in talks with companies outside China and plans to lo
15、ok at opportunities around the world. Last month, the company acquired a minority stake in Guangzhou-based UCWEB, which developed a popular Web browser that people can download to surf the Internet on their phones, Ms. Zhang said. The companies may team up to create applications through which Alibab
16、a customers can shop online and complete those transactions through their phones, or do product price comparisons, she said. A lot of our users nowadays access the Internet through mobile devices Its definitely important to the entire e-commerce ecosystem, said Ms. Zhang, who added that Alibaba has
17、a seat on the companys board of directors, but declined to provide financial details of the deal. Mr. Tsai said that generally when Alibaba makes minority investments, the company will take anywhere between a 10% and 30% stake. But aside from forging business partnerships with the investees, Alibaba
18、 has no plans to get involved with the management of their businesses, he said. Fiona Zhou, analyst for research firm JL McGregor & Co., said cooperation between Alibaba and companies like UCWEB makes sense, because shopping and making purchases through mobile phones will be the future for e-commerc
19、e in China, which by the end of last year had 298 million Internet users, or the most of any country in the world, according to the latest report from government researcher China Internet Network Information Center. The report said 118 million of those Internet users accessed the Internet through th
20、eir mobile phones. The businesses are complimentary. Alibaba cannot provide every service to their users, but they can cooperate with smaller service providers related to their core services, Ms. Zhou said. February 27, Hangzhou, two major subsidiary of Alibaba Group - the largest network of retail
21、shopping Taobao, the largest independent third-party payment platform jointly announced Po pay into the wireless Internet market, released the m -commerce strategy. Large-scale public beta Taobao Taobao Mobile (), to enter the field of wireless retail, AliPay has also introduced a mobile payment ser
22、vices, to promote the domestic development of mobile payment services. According to reports, users can now hold the opening of the mobile phone Internet access, landing TaoBao (), query information, price, Home phone payment services products to buy. Its mobile phone user interface and web interface
23、 the same, and the payment of Po Taobao users can use their original account, the need to repeat the registration of mobile phone text messages a day limit to pay 2000 yuan. Mobile Taobao currently only supports the Buy It Now products, the wireless version of Ali Wangwang is not yet embedded in the
24、 present, is expected to launch in the near future. Taobao president Lu Hillier said, to enter the mobile terminal Taobao, Taobao to launch mobile phone version, mainly to meet growing user demand to buy the network to the users of the network to provide more and more convenient new ways. Prior to ,
25、 has become Chinas network of retail market share of nearly 80% of Taobao, has maintained close attention to the wireless arena. the president of Shao xiao-feng said: The business is a mobile payment industrial chain can bring economic benefits to the parties, brands and social benefits of new servi
26、ces, mobile e-commerce is an important component of the. Mobile payment strategy is to cultivate the company to pay business, we will pay for mobile phone payment services Po into a mass of well-known brands. while the number of domestic mobile phone users has exceeded 600 million. UK Data-monitor p
27、rovides research data show that in 2008, the global number of mobile business users will reach 1.67 billion in annual revenue will reach 554 billion U.S. dollars. M-commerce will account for the global online market share of 15%. A large subscriber base and stronger purchasing power of users to enab
28、le mobile e-commerce market has become a gold mine of e-commerce industry. However, m-commerce market potential has not yet been opened, an advisory body, according to market research Analysys International, the first 3 quarter of 2007, Chinas third-party electronic payment market transactions up to
29、 the total size of 19.847 billion yuan, of which the size of the market mobile phones to pay 3.64 billion yuan, accounting for only overall market size of 1.83%. Alibaba Group Executive Vice President, Professor Zeng Ming CKGSB recently said that in the wireless area, the large number of Chinese use
30、rs and has a lot of innovation in the wireless area of China will rapidly become a world leader, will also be competitive world leader. It is understood that, as early as 2004, the Alibaba Group has the first mobile e-commerce test water, when Alibaba and Intel jointly announced the construction of
31、Chinas first mobile e-commerce platform. April 29, 2006, Alibaba Groups two subsidiaries have been Taobao, AliPay wireless web site were registered. Which is only away from wireless Internet network address of the wireless Web site open only to under-registration time in January. The Po Taobao together with the payment into the mobile e-commerce market, are considered Alibaba Group in the field of wireless Internet strategic layout. Analysis of industry experts pointed out that the Po and p
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