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(guó)際大進(jìn)口機(jī)遇和進(jìn)展2Big Market & New Opportunities of Chinas Import Consumption中國(guó)進(jìn)口市場(chǎng)新機(jī)遇Leading Consumption EconomyLargest Importer of Cross-Increasing Import is

2、Strategically Important to China中國(guó)已經(jīng)成為全球消費(fèi)大國(guó)中國(guó)已成為全球最大進(jìn)口電商消費(fèi)國(guó) (1)國(guó)家級(jí)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(guó)跨境電商成交規(guī)模占整體網(wǎng)購(gòu)市場(chǎng)GMV比率20142015201620172018Source: iResearch, 20184No.1 Import Platform in China天貓國(guó)際是中國(guó)最大進(jìn)口平臺(tái) (1)22,000+4,300+78Brands(2)Product Categories (3)Countries & Regions (4)品牌類(lèi)目國(guó)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(guó)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(guó)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(zhǎng)86%年度海外億元俱樂(lè)部品牌增長(zhǎng)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(gòu)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(cāng)物流配送9STRENGTHEN AND UPGRADE GREATER IMPORT ECOSYSTEM布局進(jìn)口生態(tài)，全面推動(dòng)大進(jìn)口升級(jí)10Helping Brands Enter China天貓國(guó)際幫助海外品牌進(jìn)入中國(guó)Cross-borderGeneral TradeDomestic Trade跨 境大 貿(mào)國(guó)內(nèi)流通Entry Requirement準(zhǔn)入門(mén)檻LowEntry Requirement準(zhǔn)入門(mén)檻MediumEntry Requirement準(zhǔn)入門(mén)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(guó)實(shí)體中國(guó)進(jìn)口標(biāo)準(zhǔn)一般進(jìn)口清關(guān)中國(guó)實(shí)體中國(guó)生產(chǎn)國(guó)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(guó)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(guó)際加速全球品牌在中國(guó)市場(chǎng)成長(zhǎng)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(cāng)直購(gòu)天貓國(guó)際直營(yíng)天貓國(guó)際平臺(tái)大進(jìn)口集采Flexible and ecient inventory managementStrong distribution channel / brand building靈活高效的庫(kù)存管理強(qiáng)大的銷(xiāo)售渠道和品牌建設(shè)Omni-channel penetration全渠道滲透From Overseas Warehouses海外倉(cāng)發(fā)貨From Bonded Warehouses保稅倉(cāng)發(fā)貨From Domestic Warehouses本地倉(cāng)庫(kù)發(fā)貨

14、13Tmall Overseas Fulfillment 海外倉(cāng)直購(gòu)8 DaysEU Warehouses歐洲倉(cāng)直購(gòu)5 DaysKR Warehouses韓國(guó)倉(cāng)直購(gòu)7 DaysJP Warehouses日本倉(cāng)直購(gòu)7.5 DaysUS Warehouses美國(guó)倉(cāng)直購(gòu)Global Warehouse and Fulfillment Network Enabling Eective Inventory Management 全球倉(cāng)配網(wǎng)絡(luò)，孵化全球非標(biāo)準(zhǔn)化商品Coming soonHK Warehouses香港倉(cāng)直購(gòu)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(zhǎng)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(chǎng)趨勢(shì)分析天貓國(guó)際直營(yíng)天貓國(guó)際平臺(tái)Synergistic Solutions直營(yíng)平臺(tái)雙輪驅(qū)動(dòng), 協(xié)同并進(jìn)妙

16、顏社Mother & Baby母嬰Fashion時(shí)尚Home美家模式升級(jí)Model UpgradingDirect Import直 營(yíng)Platform平 臺(tái)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(yíng)Uni-marketing全域營(yíng)銷(xiāo)15Centralized Import Procurement大進(jìn)口集采Global Joint Procurement Platform環(huán)球聯(lián)合采購(gòu)平臺(tái)OnlineConsumerOfflineBig Data-driven Categor

17、y Planning大數(shù)據(jù)品類(lèi)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