阿里投资者日：本地消费者：从更好的服务中提升生活方式

1、September 23-24, 2019 Hangzhou, ChinaAlibaba Local Services Upgraded Lifestyle from Better ServicesWANG Lei, President of Alibaba Local Services Company01Alibaba Local Consumer Services Business Model02Post Acquisition Progress03Alibaba Digital Economy Synergy201Alibaba Local Consumer Services Busin

2、ess Model02Post Acquisition Progress03Alibaba Digital Economy Synergy3Ele.meKoubei4Ele.meEnabling Local MerchantsKoubeiSupply ChainUsersMerchantsSmart RestaurantsUsers 2B/2CMerchantsFulfillment PlatformEnabling SaaS, Financial ServicesPOS, Payment (Alipay)5Food DeliveryGroup buyingEnabling SaaSMarke

3、tplacePre- orderingOnline MarketingMulti-channelsDecentralized Digital OperationFinancial ServicesCustomer Relationship ManagementAlibaba Local Consumer Services Operating SystemMini AppUsersPaymentData CollectionCustomer Profile Data InsightMembership Management Precision MarketingPOSMerchantsSmart

4、 RestaurantsSupply Chain and Fulfillment Platform601Alibaba Local Consumer Services Business Model02Post Acquisition Progress03Alibaba Digital Economy Synergy7Ele.me AcquisitionOperation OrganizationUpgradeEstablishment of AlibabaLocal ConsumerServicesFengniao LogisticsExpansionMay 2018September 201

5、8October 2018June 20198Progress Well on Track245 millionAnnual Active Consumers(1)40%Alibaba Local Consumer Services GMV YoY Growth(2)100+Directly Managed Cities(3)南海诸岛Notes:Annual Active Consumers, deduped between Ele.me, Xingxuan and Koubei for the twelve months ended June 30, 2019.Alibaba Local C

6、onsumer Services GMV YoY growth, including Ele.me, Xingxuan and Koubei, for the twelve months ended June 30, 2019 vs June 30, 2018.Deduped between Ele.me and Koubei as of June 2019.9Improvement on EciencyRapid Growth of GMVSlight Increase of Commission per OrderDecrease of Delivery Cost per OrderRat

7、ional Control of Subsidy Cost per OrderQ1 FY2019 Q2 FY2019 Q3 FY2019 Q4 FY2019 Q1 FY2020Q1 FY2019 Q2 FY2019 Q3 FY2019 Q4 FY2019 Q1 FY2020Q1 FY2019 Q2 FY2019 Q3 FY2019 Q4 FY2019 Q1 FY2020Q1 FY2019 Q2 FY2019 Q3 FY2019 Q4 FY2019 Q1 FY2020Note:Ele.me quarterly data from Q1 FY2019 to Q1 FY2020.10Market P

8、otential inAddressable MarketsPenetrated MarketsPotential MarketsLess Developed Areas130+Cities in Less Developed Areas with More than 1 Million Urban Population70+Cities in Less Developed Areaswith More than 1 Million Urban Population that Ele.me Directly Managed60Cities in Less Developed Areaswith

9、 More than 1 Million Urban Population that Ele.me has Not Directly Managed1101Alibaba Local Consumer Services Business Model02Post Acquisition Progress03Alibaba Digital Economy Synergy12Engage With More Consumers through Alipay28%Ele.me orders placed through Alipay mobile app38%Ele.me new consumers

10、come from Alipay mobile appMini AppUser Trac CirculationRecommendation FeedsPrecision MarketingNote:Data from Q1 FY2020.13Increase Exposure through Multiple ChannelsComprehensive Cooperation in Marketing and New ScenariosRecommendation FeedsTaobao Search ResultsSuper Brand DayTaobao Live StreamCase

11、StudyBuild New Local Consumer Services on Taobao6+ millionLive stream viewers6.4+ million RMBGMV of most popular meal set93%New users to online storesNote:Data from KFC Branding Day on August 11, 2019.14Creating SmartLocal Communities on AmapAmap Search ResultsNearbyLocation Details633 millionAverag

12、e Amap Page Views per Dayby Ele.me Users and RidersPath Planning AbilityReal-time Location InformationNote:Data for June, 2019.15GroceriesFengniaoLogistics ExpansionOn-demand FoodLocal Consumer ServicesStrategic PartnershipsDaily Logistic Orders from non-Ele.me platformFlowersJul-18 Aug-18 Sep-18 Oc

13、t-18 Nov-18 Dec-18 Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19Health and MedicineRunner161003,000+6%18minsCase StudyIncrease Market Coverage and Customer PenetrationCities（1）Stores（1）of Starbucks China sales from Starbucks Delivers（2）Average delivery time（3）Notes:As of September 19, 2019, which marks the first anniversary of cooperation between Starbucks Corporation and Alibaba Group.For the June Quarter, 2019.Average delivery time for Starbucks Delivers from March