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美媒分析阿里巴巴季度业绩“大爆发” 的主要原因

2017-08-18 16:07:43   中国网

中国网新闻8月18日讯 据美国《福布斯》网站报道,阿里巴巴集团于当地时间17日美股开盘前公布了2018财年第一季度(2017年4月1日至6月30日)业绩,打破了华尔街预期。

财报数据显示,阿里巴巴集团当季收入同比增长56%,其中核心电商业务收入同比增长58%,核心电商业务的调整EBITDA为40亿美元(约合人民币267亿元)。此外,中国零售平台上的移动月度活跃用户达5.29亿,年度活跃消费者达4.66亿。在云计算业务方面收入同比增长96%。

专家分析称,本次业绩“大爆发”的背后有多种原因。

中国消费者消费水平上升。近几年来,中国的总体消费能力持续上升,中国也成为全球最大、最重要的消费市场。中国目前拥有可支配收入的消费者数量已超过7亿,中产阶级人数也将在未来十年里由目前的3亿上升至6亿。由于中国拥有50%的电子商务渗透率,消费的增长前景广阔。

阿里巴巴生态系统逐渐完善。近年来,阿里巴巴一直坚持打造消费者和技术生态系统。该系统包括消费市场、数据科学和云计算(阿里云)、物流网(菜鸟)、实体超市(盒马鲜生、百联、联华)、跨境电商、营销平台(阿里妈妈)和尖端零售技术(AR、VR)。这一联网系统在中国甚至是世界范围内都影响巨大。

“新零售”成为增长引擎。阿里巴巴致力于通过对品牌、零售商和消费者的购买和销售渠道进行数字化改造,重塑整个零售市场。随着这种“单渠道”战略操作在中国的日渐发展,阿里巴巴也正逐步将“新零售”模式推广到世界其他地区。其下一步目标是东南亚。(郭芊羽)

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