Strategic Perspective on the Alibaba EconomyDaniel Zhang, CEO

Our Mission is TO MAKE IT EASY TO DO BUSINESS ANYWHERE

MEET @ ALIBABA

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SHOP @ ALIBABA WORK @ ALIBABA LIVE @ ALIBABA

* Alibaba Pictures is an affiliated entity

The Alibaba Economy

MARKETING SERVICES & DATA MANAGEMENT PLATFORM

CORE COMMERCE LOCAL SERVICESDIGITAL MEDIA & ENTERTAINMENT

CLOUD COMPUTING

PAYMENT & FINANCIAL SERVICES

LOGISTICS

DATA TECHNOLOGY

DATA TECHNOLOGY

* Ant Financial, Cainiao, Alibaba Pictures, Weibo, Paytm, Tao Piao Piao, Koubei and Ele.me are affiliated entities

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INTELLIGENT

User Features

Product Merchandising Algorithms

Taobao is a Social Commerce Platform

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Content-DrivenCommunity-Driven

MOBILE-FIRST

Smart ManufacturingSmart Product Design

Loyalty Program

PERSONALIZATION MEMBERSHIP

From Meeting Demand to Creating Demand

Tmall is the Partner-of-Choice for Brands

Transform Marketing & Consumer Engagement

Merchants

Brand Marketing Customer Management Distribution Channels

Industry

Market Leadership

New User Acquisition Key Account Marketshare

Consumers

Quality Consumption

Brand Selection Merchandise Selection

From Sales Marketplace to Engine of Digital Transformation

New Retail: Transformation Starts With Digitizing the Core Components of Retail Operations

Consumer Electronics Fresh Food & FMCGFashion & Beauty

LOYALTY PROGRAMPRODUCT MERCHANDISINGCUSTOMERS PAYMENTORDERS

EXPERIMENTATION & INNOVATION ACROSS DIFFERENT RETAIL FORMATS

* Suning, Sanjiang and Bailian Group are affiliated entities

DIGITAL MEDIA & ENTERTAINMENT E-SALES & E-DISTRIBUTION®

Brand Databank* Tao Piao Piao is an affiliated business

Customer Asset Management

Multi-Platform Brand-Building & Marketing

New Retail: Data Technology Empowering Management of Entire Consumer Lifecycle

From Making Connections to Redefining Retail

e-Marketing

e-DistributionOmni Channel

e-Supply Chain Management

e-Sales

* Cainiao, Suning, Sanjiang, Bailian Group and Tao Piao Piao are affiliated entities or businesses

Cloud: From Infrastructure as a Service to Application-Enhanced Cloud as a Service

Digital Marketing Cloud

Logistics Cloud

Digital Media Cloud

Financial Services Cloud

Customer Service Cloud

CityBrain

Traffic Management

Safety & Security

Industry TailoredSolutions

Medical Services

Manufacturing

SaaS

IaaS

PaaS

Retail Cloud®

* Ant Financial and Cainiao are affiliated entities

Digital Media & Entertainment: From Commerce to Entertainment

Short Videos Literature Sports Gaming Music MoviesTV Dramas

Merchandise SalesUni-Marketing IP Licensing

Live Events

Commercialization

ContentGeneration

Content Distribution

Subscription

Newsfeed

* Ant Financial and Alibaba Pictures are affiliated entities and Tao Piao Piao is an affiliated business

Globalization: Leveraging Our Advantage in China to Meet Global Consumption Demand

Annual Active Buyers

60 Mn

Cross-Border Direct-to-Consumer Retail by Quality Chinese Manufacturers

Top Buyer Markets

RussiaUSABrazil

SpainFranceUnited Kingdom

SingaporeMalaysiaThailand

IndonesiaPhilippinesVietnam

New Local Markets Across Southeast Asia

Annual Active Buyers

23 Mn

Buyer Markets

Cross-Border Retail Addressing Chinese Consumers

USAJapanKorea

AustraliaGermany

30 Mn

Annual Active Buyers Top Countries of Product Origin

All figures are for 12 months ended 31 March 2017

Our Goals

USD 1 TNFY2020

GMVUSD 547 BN

FY2017

GMV2 BN

CONSUMERS

FY2036

454 MNCHINAFY2017

83 MNANNUAL ACTIVE CONSUMERS

OTHER MARKETS