阿里投资者日-菜鸟网络：智能物流网络

1、September 23-24, 2019 Hangzhou, ChinaCAINIAO NETWORK - Smart Logistics NetworkWAN Lin, President of Cainiao NetworkSmart Supply ChainFulfillment NetworkCainiaos Business OverviewDigitized LogisticsDigitized Parcel NetworkGlobal Logistics NetworkGlobal Parcel NetworkDelivery NetworkCainiao GuoguoCain

2、iao PostGlobal Supply ChainLogistics ParksInfrastructureLogistics Technology2Digitized LogisticsDigitized Parcel NetworkCainiao GuoguoCainiao Post3Digitizing the Parcel NetworkFirst MileBranch TransportLine HaulBranch TransportLast MileLast 100 MetersMerchantsStationsSorting HubsSorting HubsStations

3、CommunityConsumersCainiaos Products and ServicesE-shipping LabelDynamic ForecastingSmart RoutingApp for Delivery PersonnelSmart Voice AssistantCainiao Index Industry Standard Service Rating System4Cainiao Guoguo - Crowdsourced Parcel Delivery PlatformDierentiated services forindividuals & small busi

4、nessesInnovative operations by digitizingNotes:App for consumers One-click orderingFront-door 1-hour pickup Hassle-free returns More100Mn+Annual Users(1)100%+Package Volume YoY Growth(2)38%Penetration in Reverse Logistics(3)the shipping processCrowdsourcing model App for delivery personnelLeveraging

5、 existing delivery capacityThe total number of users that used Cainiao Guoguos services from September 2018 to August 2019.June 2019 versus June 2018.The percentage of returned packages generated on Alibaba China Retail Marketplaces that used Cainiao Guoguos services.5Better Last 100-Meter Solutions

6、Cainiao Post Largest Pick-Up Drop-O NetworkCommunity-based Service CentersNotes:As of August 31,2019.The daily package volume of June 2019, and the YoY growth.In June 2019.Better Experience Lower Cost Privacy & SecurityStations(1)40K+Daily Packages(2)100%+ YoY Growth60%+Packages from Alibaba China R

7、etail Marketplaces(3)LaundryGroup BuyingSample Distribution6Smart Supply ChainFulfillment NetworkDelivery Network7Fulfillment NetworkB2C FulfillmentB2b FulfillmentCategory-specific supply chain solutions and services to merchants on Alibaba China Retail MarketplacesTailor-made supply chain solutions

8、 and services for Lingshoutong (LST) Retail Sourcing Platform for millions of mom-and-pop shopsYoY Order Growth(1)Average Cost per Package Reduced(2)37%9%YoY Order Growth(1)94%Mom-and-pop Shops Served(3)1Mn+Notes:Fiscal year 2019 versus fiscal year 2018.The Cainiao fulfillment cost reduced in July 2

9、019 versus July 2018.As of August 31 2019.8Dierentiated Delivery NetworkRegional and Localized DeliveryTypes of DeliveryCainiao GuaranteesComplaint Rate(1) 50%+Fresh GroceriesMedium-sized parcelsOn-time DeliveryDoor Step DeliveryDelivery Eciency(2)24%Sorting Eciency(2)27%MoreMoreNotes:The performanc

10、e after being consolidated and optimized by Cainiao in April 2019 compared to the performance in April 2018.The eciency as measured by number of packages delivered/sorted per person per day.9Global Logistics NetworkGlobal Parcel NetworkGlobal Supply Chain10Global Parcel NetworkNotes:As of June 30, 2

11、019.The packages handled by Cainiao Customs Clearance system on 2018s 11.11 Global Shopping Festival versus the volume on 2017s11.11 Global Shopping Festival.CoverageIntegrated logistics services200+ Cainiao partners(1)Services Coverage220+ Countries and Regions(1)Network DevelopmentsCapacityDaily c

12、ustoms clearance capacity(2)Doubled YoYMoreInnovationMultiple e-commerce intercontinental charter flightsChina-Europe Railway Express11Global Supply ChainNetwork DevelopmentsMoreBonded WarehousesFirst Mile PickupOverseas WarehousesLargest bonded warehouse network in China20%+ delivery time improveme

13、nt(1)Expanded first mile pickup network toover 33 countries and 142 ports(2)Fulfillment services oered in Russia, France, Spain, Malaysia, Australia, etc.Notes:1. In March 2019 versus March 2018.2. As of August 31, 2019.12Logistics InfrastructureLogistics ParksLogistics TechnologyGreen Logistics13Lo

14、gistics Infrastructure Serving Alibaba Ecosystem and MoreLigeMoscowDubaiBangkokHangzhou Hong KongFrom China to WorldFrom Alibaba China Retail Marketplaces to More Diversified Access to FinancingKuala Lumpur14IoT in CainiaoUnmanned Vehicles in Logistics ParksUnmanned Vehicles on College CampusesAutomated Guided VehiclesDronesCainiao LemoMailing MachinesHigh-speed Scanners15