Alibaba 2.0-Alibaba-IT information
On June 14, 2016, the headquarters in Hangzhou, held by Alibaba Group Investor Day Conference, company executives, including Jack Ma, Chairman of the Board of Directors of the group team debut, which is following the September 2014 since the IPO, Ali, senior management group appeared for the first time, and panoramic display changes to global investors, "Alibaba version 2.0 ".
From e-commerce to data on cloud computing, the Internet finance, logistics systems, digital entertainment and international expansion, Ali was by itself a commercial revolution transformed the upgrade. Cell phone treasure, merchant services, brand customers, Ali, her mother, B2B, rural Taobao, aliyun, Rookie, investment, finance, platform management business, Ali told more than 200 global institutional investors and analysts of our latest business developments and strategic objectives.
Alibaba Group Chairman Jack Ma said, is not just an e-commerce company Alibaba, for all industries to create business infrastructure is its core strategy, and a healthy business infrastructure, e-commerce, logistics, financial services, data and cross-border of the five elements is essential.
? Ma, Tsai, CEO, and CFO Maggie Wu and Zhang Yong investors live interaction
Ali data
? After more than one quarter of triple digit growth in a row, aliyun has become the world's third-largest cloud computing service providers; Taobao will be in 2017, the country's 600 districts in rural areas cover 40,000 villages; PayPal users worldwide over the next decade is expected to reach 2 billion.
? In May 2016, cell phone treasure we've lived has reached 150 million users. Mobile phones increased user activity, DAU (daily active users)/MAU (monthly active users) ratio increased from 33% in 2014 to 2016 41%. Depth of active users every day burning fighter Taobao 7.2 times, browse merchandise 18, 20 million daily comments on the commodity and share in the cell phone treasure.
? In fiscal year 2016, Ali platform every year average yield annual revenue of 189 active buyers, each move brought monthly active users average 123 Yuan annual income, 171 and 62 respectively over the same period last year.
? According to incomplete statistics, cat platforms which have more than 50 business intentions to start IPO plans, affiliate of Alibaba Ant gold clothing as well as rookie's social network to complete a new round of massive private and over-subscribed.
? Investor Conference attended by Jack Ma, Alibaba Group Chairman of the Board of Directors and shareholder communication
Ali, the three strategies, seven large business section
Move as the world's largest economic entity, Alibaba's business is outside the business, ranging from e-commerce to large data-cloud computing, Internet, financial, logistics systems, digital entertainment and international expansion and other aspects.
Alibaba group for their service over 10 million profit 2 billion consumers and long-term strategic objectives, identifying globalization, rural areas, three large data cloud computing strategy, and the formation of e-commerce, financial services, logistics, cloud computing, globalization, Internet and consumer media in seven core businesses. Meanwhile, also in the film, health, physical education, music, layout the aspects of local life.
Worth noting is, Ali announced that the fiscal year 2017, revenue in the project "mobile media and entertainment" from the "other" category breakdown indicates UCWeb, Ali Ali, music, sports, youku matrix for potatoes as the core of the mobile media and entertainment, has become Alibaba relay business, cloud computing, new business and after core source of income.
Enabling merchants to become core values
Investor day Conference, the group released the fiscal year for the first time guidelines. Fiscal year is expected at the end of March 2017 (fiscal year 2017), the company's annual gross income will rise by more than 48%; excluding youku and Southeast Asian business leaders Lazarda both of these newly acquired assets, expected total revenue fiscal year 2017 according to annual growth of more than 36%, more than increases in fiscal year 2016 33%.
Ifzal Ali, Ali for the business to provide value, from the sales channel, upgrade to a wide range of services on a commercial basis, businesses valued Ali platform not only brings the value of the transactions, is even more marketing value and operational efficiency improvements. Enabling businesses to provide a strong wireless operation tool, data enabling business operations provide "utility", all channels enabling help businesses online and offline integration, Alibaba is helping the reconstruction of business operating costs, compression channels, sales and marketing costs and other operational expenses, significantly improving operational efficiency and profitability.
At the Conference site, MA expressed: by 2020, Ali will implement 6 trillion yuan GMV, but " more important is that we must create 100 million jobs, helping 10 million profitable enterprise ." Ma further said: "GMV has never been the core indicators and commercial infrastructure."
All industries driven by Ali upgrade upgrade
From fiscal year 2016, begins, Alibaba in civic life, local life, areas such as e-commerce giant acquisitions overseas frequently. In this regard, the Alibaba Group's Board of Directors Executive Vice President Tsai at the Conference site, "said Ali's investments and acquisitions in accordance with strategic deployment, has never been motivated by financial reasons. ”
Tsai said that based on globalization, development of rural economy and large data vision, and create an open, transparent and collaborative business infrastructure platform target, Ali will continue ecological layout, investing in our future. Hope through capital ties better perfect the whole business eco-system and the environment, and promote the transformation and upgrading of commercial Internet in every industry.
Tsai's statement also echoes the October 8, 2015 Ma expressed in a long article to shareholders: "company provides services in the future, is the enterprise following the water, electricity and land the fourth essential business infrastructure resources. "Ali will be provided by the underlying services to help enterprises in various industries, complete each of the commercial Internet, Ali will be their business pattern of escalating eventually led all industries to upgrade.
? CEO of the Alibaba group and unfettered Exchange attended the Conference for investors and shareholders
Alibaba "era 2.0" ecological philosophy
As the world's largest third-party retail platform, Alibaba's business is from version 1.0, version 2.0 of the development for multiple balance industrial ecology.
"Mode of doing business is changing consumer lifestyles and consumption patterns change, connection to the real world and network world in changes", Alibaba Group's CEO Zhang changes throughout his keynote begins. In reaffirming "is not difficult to do business in the world" to this purpose at the same time, Zhang Yong said in the rapidly changing Internet age, the company must continuously upgrade business model in order to achieve its mission in the new business environment.
And at the end of his speech, always emphasizing change, upgrade, Zhang Yong of the evolution of these words only once mentioned "does not change", it is "not difficult to do business in the world", Zhang said: "while sticking to our beliefs, we can achieve our original intention". It also echoed Ma said at the opening of the General Assembly: "the company should be a vision and mission-driven, few believe it, but Alibaba, we believe asked each employee, will find their heart believe".
阿里巴巴，2.0 - 阿里巴巴 - IT资讯
2016年6月14日，杭州总部，阿里巴巴集团举行投资者日大会，包括集团董事局主席马云在内的公司高管团队集体亮相，这是继2014年9月IPO以来，阿里高管层第一次集体亮相，并向全球投资者全景式展现变革后的“2.0版阿里巴巴”。
从电商到大数据云计算、互联网金融、物流体系、数字娱乐以及国际扩张，阿里正在通过一场商业变革完成自身的蜕变升级。就手机淘宝、商家服务、品牌大客户、阿里妈妈、B2B、农村淘宝、阿里云、菜鸟、投资并购、财务、平台治理等业务，阿里向逾200名全球机构投资人和分析师介绍公司最新业务发展和战略目标。
阿里巴巴集团董事局主席马云表示，阿里巴巴不仅仅是一家电子商务公司，为所有行业打造商业基础设施才是其核心战略，而一个健康商业的基础设施，电商、物流、金融、数据计算、跨境五大元素不可或缺。
▲马云、蔡崇信、CEO张勇、CFO武卫和投资者现场互动
数据阿里
• 在连续多个季度三位数的增长后，阿里云已成为全球第三大云计算服务商；农村淘宝将在2017年实现全国600个县覆盖40000个村点；支付宝预计未来十年全球用户达到20亿。
• 2016年5月，手机淘宝日活用户已达1.5亿。手机淘宝用户活跃度逐年上升，DAU（日活跃用户数）/MAU（月活跃用户数）比值从2014年的33%递增至2016年的41%。其中深度活跃用户每天登陆手机淘宝7.2次，浏览商品18个，每天有2000万关于商品的评论和分享在手机淘宝产生。
• 2016财年，阿里平台每位年度活跃买家平均带来189元的年化收入，每位移动月度活跃用户平均带来123元的年化收入，去年同期分别为171元及62元。
• 据不完全统计，天猫平台已有逾50个商家意向启动IPO计划，阿里巴巴的关联企业蚂蚁金服以及菜鸟网络均完成了新一轮巨额私募并获超额认购。
▲阿里巴巴集团董事局主席马云出席投资者大会与股东交流
阿里的三大战略、七大业务版块
作为全球最大的移动经济实体，阿里巴巴的业务已超越电商，囊括了从电商到大数据云计算、互联网金融、物流体系、数字娱乐以及国际扩张多方面。
阿里巴巴集团为自己定下服务全球1000万盈利企业和20亿消费者的长期战略目标，确定了全球化、农村、大数据云计算三大战略，并以此形成电商、金融、物流、云计算、全球化、物联网和消费者媒体七大核心业务板块。同时，还在影业、健康、体育、音乐、本地生活等方面进行了布局。
值得注意的是，阿里宣布从2017财年起，收入项目中的“移动媒体及娱乐”将从“其他”类别中分列出来，预示以UCWeb、阿里音乐、阿里体育、优酷土豆为核心的移动媒体及娱乐矩阵，已成为阿里巴巴继电商业务、云计算之后的新主营业务和核心收入来源。
赋能商家成为核心价值
在投资者日大会上，阿里巴巴集团首次对外发布财年收入指引。预计截至2017年3月底财年（2017年财年），公司收入总额按年将增长逾48%；若不计优酷及东南亚电商领先者Lazarda这两项新购资产，预期2017财年总收入按年增幅为逾36%，均超过2016财年33%的增幅。
阿里认为，阿里为商家提供的价值，已从此前的销售渠道，升级为多元化的商业基础服务，商家看重的不仅是阿里平台所带来的交易价值，更是市场营销价值和经营效率的提升。内容赋能向商家提供强大的无线运营工具，数据赋能为商家运营客户提供“水电煤”，全渠道赋能助推商家线上线下融合，阿里巴巴正在帮助商家重构运营成本，压缩渠道、销售、营销费用以及其他运营开支，显著提升运营效率和利润率。
在大会现场，马云对此表示：到2020年，阿里会实现6万亿人民币GMV，但“更重要的是，我们要创造一亿工作机会，帮助一千万盈利的企业”。马云进一步阐释说：“GMV从来不是我们的核心指标，商业的基础设施才是”。
以阿里升级带动所有行业升级
从2016财年始，阿里巴巴在生活文娱、本地生活服务、海外电商巨头等领域收购动作频频。对此，阿里巴巴集团董事局执行副主席蔡崇信在大会现场表示，“阿里所做的投资与并购均是按照战略部署实施，从来不是受财务原因驱使。”
蔡崇信表示，基于全球化、农村经济和大数据的发展愿景，以及打造一个开放、透明、协同的商业基础设施平台的目标，阿里将持续布局生态、投资未来。希望通过资本的纽带更好完善整个商业生态体系和环境，推动和促进各个行业的商业互联网化转型和升级。
蔡崇信的发言也呼应了2015年10月8日马云在致股东的一篇长文中所表达的观点：“未来阿里巴巴提供的服务，会是企业继水、电、土地以外的第四种不可缺失的商业基础设施资源。”阿里将通过提供底层服务，帮助各行业里的企业，完成各自的商业互联网化，阿里将以自身商业形态的不断升级，最终带动所有行业的升级。
▲阿里巴巴集团CEO逍遥子出席投资者大会与股东交流
阿里巴巴“2.0时代”生态哲学
作为全球最大的第三方零售平台，阿里巴巴的业务已从1.0版电商，发展为多元平衡的2.0版产业生态。
“做生意的方式在变化，消费者生活方式和消费模式在变化，现实世界和网络世界的连接方式在变化”，阿里巴巴集团CEO张勇用变化贯穿自己主题演讲的开篇。在重申“让天下没有难做的生意”这一宗旨的同时，张勇认为：在快速变化的互联网时代，阿里巴巴必须不断升级商业模式，才能在新的商业环境下实现这一使命。
而在演讲的结束阶段，始终强调变革、升级、演变这些词汇的张勇全场唯一一次提到“不变”，那就是“让天下没有难做的生意”，张勇说：“只要坚守我们的信念，就可以实现我们的初衷”。这也呼应了马云在大会开场所讲：“公司应该被愿景和使命驱动，很少有公司相信这一点，但在阿里巴巴，我们全身心的相信；问每一个员工，会发现他们发自内心的相信”。