2019年下半年私募基金投资策略报告:风险资产仍具吸引力,提高组合积极性布局-20190704.pdf
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1、 1 JIANG Fan, President of Taobao and Tmall Taobao and Tmall - Massive and Fast Growing Retail Marketplace September 23-24, 2019 Hangzhou, ChinaMarketplace Growth at Scale 供给多元发展 Diversified Product Supplies Enhanced Consumer Experience 技术赋能商业 Technology Empowering Commerce 平台规模增长 消费场景升级2 Up 26% YoY
2、 in Q2 QTD FY20 Accelerated Growth of DAU (3) 755 Million Mobile MAUUp 121mn YoY in June 2019 (1) 674 Million AAC Up 98mn YoY in Q1 FY20 (2) Rapid User Growth 平台用户规模高速增长 Notes: (1) China retail marketplace Mobile MAU for the month ended June 30, 2019 (2) China retail marketplace annual active consum
3、er for the last twelve month ended June 30, 2019 (3) Q2 QTD FY20 represents the period between July 1,2019 and August 31,2019. Up 226mn Up 208mn Marketplace Growth at Scale 用户增长 User Growth370%+新用户来自下沉市场 RMB 2,000 70%+ 40% FY18&19 下沉市场新用户ARPU平均值 Over 70% of New Consumers are from Less Developed Area
4、s User Penetration in Less Developed Areas FY18&19 Average ARPU of New Consumers from Less Developed Areas 下沉市场人口渗透率 Penetrating into Less Developed Areas Drives User Growth 下沉市场驱动用户增长 (1) (1) (2) Notes: (1)For FY 2019(2)Average of first year annual spending of new users in FY2018 and FY2019 用户增长 Us
5、er Growth Marketplace Growth at Scale 4Robust Growth on China Retail Marketplaces 中国零售平台规模高速增长 YoY Growth of Online Sales of Physical Goods in China According to National Bureau of Statistics YoY Growth of China Retail Sales According to National Bureau of Statistics YoY Growth of Tmall Physical Goo
6、ds GMV (Excluding Unpaid Orders) 中国零售平台规模 China Retail Marketplaces FY18 FY19 25% 26% YoY Growth of Alibaba China Retail Marketplaces Physical Goods GMV (Excluding Unpaid Orders) Q1 FY19 Q2 FY19 Q3 FY19 Q4 FY19 Q1 FY20 9% 8% 8% 9% 9% 22% 21% 21% 24% 26% 34% 33% 29% 30% 34% YoY Growth of Tmall Physic
7、al Goods GMV (Excluding Unpaid Orders) Marketplace Growth at Scale 5Consumer Electronics 12% Tmall Consumer Electronics 22% National -11% YoY Growth of Physical Goods GMV During Jan-Aug 2019, Excluding Unpaid Orders YoY Growth of Retail Sales in China During Jan-Jul 2019 (2) 1-8 China Retail Sales D
8、uring Jan-Aug 2019 (1) Auto 43% Home Deco 3% Others 2% Tmall Drives China Retail Sales Growth 天猫驱动消费市场增长 FMCG 28% Tmall FMCG 44% YoY Growth of Physical Goods GMV During Jan-Aug 2019, Excluding Unpaid Orders National 11% YoY Growth of Retail Sales in China During Jan-Aug 2019 (1) Apparel 12% Tmall Ap
9、parel National 3% 26% YoY Growth of Physical Goods GMV During Jan-Aug 2019, Excluding Unpaid Orders YoY Growth of Retail Sales in China During Jan-Aug 2019 (1) Notes: (1) Source: NBS (2) Source: Sino Market Research, China Market Monitor 天猫 Tmall Marketplace Growth at Scale 6Diversified Product Supp
10、lies to Meet One Billion Consumers Demand 多元化供给满足中国10亿消费者需求 New Brands New Products 新品类 Brands New Categories High Quality 品牌品质 工厂直供 From Manufacturers 农场直供 From FarmersProducts from OriginsValue-for-money 高性价比 全球购 Global Buy 海外品牌 Global BrandsImported Products Global Direct Sourcing 全球直供 Long-tail
11、Products 特色商家 Long-tail Products 闲鱼C2C C2C Diversification 丰富多元 7新品首发 新品牌孵化 天猫联合定制 New Product Launch Customized Products New Brand Incubation 天猫新供给战略 Tmall New Supply Strategy Competitive Advantage from Dierentiated Supply Chain 从供给侧实现天猫的差异化竞争优势 Diversified Product Supplies 8 9 Tmall Has Become the
12、 First Choice for Brands New Product Launch 天猫已成为品牌线上线下新品首发阵地 80% 2018年天猫上市新品SKU数 2018年新品销售同比增长 Number of SKUs Launched on Tmall in 2018 YoY Growth for New Product Sales in 2018 Category Top Onein Month of Launch Category Top Onein Month of Launch Category Top Onein Month of Launch Estee Lauder Lips
13、tick Huawei Mate 20 Series Hottoys Iron Man Toy (2) 50mn+ 服饰类目2019年8月新品销售占比 % of sales of New Products in Total GMV of Tmall Apparel in Aug 2019 53% 品牌供给 - 新品首发 Brands - New Product Launch Diversified Product Supplies 10 品牌供给 - 新品牌孵化 Brands - New Brand Incubation New Brand Incubation 新品牌孵化 New Consu
14、mers New Media新媒体 New Trends新趋势 New Demand Calls for New Brands 下沉人群 Consumers in Less Developed Areas 男性用户 Male Consumers 年轻人群 Young Generation 社交媒体 Social Media直播 Live Streaming 短视频 Short Videos 新品类 New Categories 消费分层 Consumer Segmentation 消费升级 Consumption Upgrade Perfect Diary New Beauty Brand 天
15、猫将成为最大的新品牌诞生地 Tmall Becomes the Largest Birthplace of New Brands New Coffee Brand Sub-brands of Large Groups 大集团的子品牌 海外新进品牌 新生代品牌 产业带新品牌 New Oversea Brands New Factory Brands Newly Created Brands 完美日记 三顿半咖啡 Diversified Product Supplies 11 Alibaba Cloud IntelligenceFactory Digitization CainiaoSmart L
16、ogistics Ant FinancialSupply Chain Finance Taobao/ JuhuasuanSales with Certainty 联合定制 Customized Products 产销协同 On-demand Manufacturing 产地集采 Collective Sourcing Alibaba Business Operating System Upgrades Manufacturers 聚划算“天天工厂” Made-to-order Factory 3年实现10,000家工厂的数字化升级 3mn+ Orders Aug 2018 Oct 2018 D
17、ec 2018 Feb 2019 Apr 2019 Jun 2019 Aug 2019 C2M C2M 3mn Orders Qianxuan Scale 千选体重秤 Ice Sleeve 冰袖 Monthly Orders of Customized Products Customized Products To Digitize and Upgrade 10,000 Manufacturers in Three Years 源头供给 Products from Origins Leveraging Data Technology to Digitize and Upgrade Manufa
18、cturers 通过数字化能力,实现原产地产业带的全面升级 (1) (2) Notes: (1) Number of accumulated orders since October 2018 (2) Number of accumulated orders since April 2019 Diversified Product Supplies 12 Active Taobao Marketplace of Long-tail Products 活跃的淘宝特色长尾市场 店铺名:大学生村官创业寻味开店时间:2013年 Store Open Year: 2013 Farmer 大学生村官创业寻
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