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新零售强力推动阿里巴巴Q1业绩爆发 加速领先优势开启长期强劲增长

2017-08-17 19:32:46   中国经济网

8月17日,阿里巴巴集团公布了截至2017年6月30日的2018财年第一季度业绩。受益于新零售战略加速推进的强大带动作用,本季度收入达人民币501.84亿元(74.03亿美元),同比增长56%。中国零售平台上年度活跃消费者达到4.66亿,约为中国总人口的三分之一;移动月度活跃用户更高达5.29亿,较2017年3月增长2200万。全球化战略为未来增长打下坚实基础,国际零售业务收入同比增长136%。

其中,核心电商收入加速巩固领先优势,天猫在B2C市场份额持续提升,平台付费商家数量及平均支出均创历史新高。核心电商业务收入达人民币430.27亿元(63.47亿美元),同比增长58%。作为新零售主阵地,天猫实物商品的交易总额(GMV)同比增长49%,时尚服饰、消费电子、快速消费品等核心品类表现强劲,再度推升了GMV的增长。

阿里巴巴集团CEO张勇用“强劲开端”来形容本季度的业绩表现,而背后的推动作用与基础搭建,即来自于新零售战略的加速推进,与市场对新零售战略巨大价值的加速发现。

商务部公布的数据显示,今年上半年中国2300家典型零售企业销售额同比增长4.1%,增速比上年同期加快3.3个百分点,零售企业营业利润和利润总额增速同比分别提高7.8和14.3个百分点,回暖态势凸显。观察者们多注意到,这一波零售回暖以及消费拉动经济增长,和全国范围内线上线下融合的“新零售”密切相关。“新零售”驱动了整个零售行业的升级,并为中国实体经济注入全新活力。

新零售引领商业新业态

本季度阿里巴巴新零售战略动作频频,为高速增长提供强大动力。作为新零售战略的一部分,阿里巴巴自2015年起孵化盒马鲜生,本季度正式推向公众,借助阿里的消费者洞察、移动技术以及其他的门店内专有技术,为消费者提供了无缝的线上线下全渠道体验。与传统零售门店不同,盒马门店总销售额中平均超过50%来自线上,独有的仓配系统能够为消费者提供3公里范围内最快30分钟送达的服务。

5月,阿里巴巴以126亿港元(16亿美元)作价,完成对银泰商业的私有化及控股股权收购。银泰现有49家百货店和购物中心将借助阿里庞大的消费者群体、消费者认知及技术,来支持新零售战略,改造传统零售。

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