阿里投资者日：阿里快递：国际零售平台

1、September 23-24, 2019 Hangzhou, ChinaAliExpress - International Retail PlatformWANG Mingqiang, President of AliExpress01What isAliExpressWhat is02UNIQUE about AliExpress03What is theFUTURE for AliExpress2The Leading Cross-Border B2C Export PlatformUS$ 10 BN+79 M+60 %+200 +89Annual Paid GMV(1)Annual

2、Active Consumers(1)Age under 35 years old(2)Countries & Regions(1)21324371829345314253915768Notes:For the twelve months ended August 31, 2019.Age of AliExpress users for the twelve months ended August 31, 2019.3Top 10 Countries By GMV(1)Diverse Countries and CategoriesPopular Categories in Top 10 Co

3、untries(2)RussiaSpainFrancePolandBrazilRussiaMobile PhonesSpainVacuum CleanersFranceDressesPolandMobile Phone Cases & CoversBrazilQuartz WristwatchesUSAUKNetherlandsIsraelSouth KoreaUSAHair Bundles with ClosureUKLace WigsNetherlands Diamond Painting Cross StitchesIsraelT-ShirtsSouth Korea Remote Con

4、trol ToysNotes:Countries ranked by GMV for the last twelve months ended August 31, 2019.One of the top three categories by GMV in each country in August 2019.401What isAliExpressWhat is02UNIQUE about AliExpress03What is theFUTURE for AliExpress5Core Elements of AliExpressVALUE PROPOSITIONSBUSINESS E

5、LEMENTSValue for MoneyBroad Product SelectionSupplyOperationGovernanceInfrastructureTechnology6Oer Value For Money ProductsSTUDYCASE42.6Highest Temperature in Europe(1)Shortened Supply ChainWholesalerExporterImporterWholesalerRetailerManufacturersTraditional Supply ChainConsumers+450% YoYSmall Fans

6、GMV Growth(2)Notes:1. On July 25, 2019.2. Small fans GMV YoY Growth comparing May 1 - July 31 of 2018 to 2019 in France.7CASESTUDYBroad Product Selections for Dierent LifestylesCool Party Decoration For Family In Italy1,000+Euros7+Meters High5Days Delivery8Most Powerful Supply ChainThe Only Country

7、CoveringAll Manufacturing Industries2.5+ BillionProduct listings(4)Notes:Peoples Daily Online, China remains worlds largest producer, consumer, exporter of consumer electronics (2019)China Chamber of Commerce for Import & Export of Light Industrial Products and Arts-Crafts (2018).Economist, China is

8、 still a toy-manufacturing powerhouse (2017) .Number of product listings and sellers on Alibabas China Retail Marketplaces for the last twelve months ended June 30, 2019.90%Phones(1)90%Computers(1)80%Wigs(2)75%Toys(3)8.7+ MillionSellers & Manufacturers(4)9Empower Sellers With Ecient OperationsIntera

9、ctive Live Stream In-App Feeds168% MoMInteractive UV/Day Growth(1)Branded Store Operations10Mn+Store Video Views Per Day(2)Notes:Average unique visitors per day in August 2019 compared to July 2019.On the Mid-Year-Shopping Festival on June 18, 2019.10Connect Brands & Sellers With Global ConsumersGlo

10、bal Shopping Festival 11.11Milan/Krakw Fashion WeekFrance Influencers Gathering CruiseSpainO2O Experience Plaza StorePoland Influencer Factory Visits111000+Models & RulesIn Risk Control Engine(1)World-Class Platform Governance150+Alibaba Anti-Counterfeiting Alliance Members(2)96%of Takedown Requests

11、 were Handled within 24 Hours(1)Notes:Alibaba Intellectual Property Protection Annual Report (2018).As of September 2019.12Global Logistics Network Connects The WorldRobust Global Supply Chain NetworkGlobal Shipping + Supply Chain + Last Mile NetworkFlexible CombinationsDifferent Country, Category,

12、Price Tier SolutionsSmart OperationsSmart Customs Clearance Platform13Global Payment Network Supports Buyers & SellersGlobal Payment & Settlement Networks38Local Payment Channels(1)51Countries that can Pay in Local Currency(2)Clearing center(United States)Clearing center(Luxembourg)Clearing center(C

13、hina)Clearing center(Singapore)Notes:Payment channels of AliExpress as of August 31, 2019.Local currencies available on AliExpress as of August 31, 2019.14Powered by Alibaba Advanced TechnologyReal-time Translation across 18 Languages(1)By Natural Language ProcessingCountry-specific PersonalizationBy Machine LearningGlobal Big DataReal-time ProcessingBy Cloud Computing TechnologyNote:1. As of August 31, 2019.1501What isAliExpressWhat is02UNIQUE about AliExpress03What