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阿里巴巴季度收入破500亿 “新零售”开辟零售新方向

2017-08-18 18:21:31   央广网

央广网北京8月18日消息(记者张子雨 实习记者崔丹萍)据经济之声《天下公司》报道,这两天,大公司的财报扎堆出炉,阿里巴巴也在此时公布了2018财年第一季度的业绩。截至2017年6月30日,阿里该季度收入达501亿元人民币,同比增长56%。净利润达到140亿元人民币,超出市场预期。

从趋势来看,阿里核心电商业务的收入增速明显加快,在这个季度,电商业务增速首次超过了公司总体收入的增速。那么,对于财报里的这些数据如何来分析?

阿里巴巴市场公关委员会集团公关部总监曹筠武表示:“2018财年,我们迎来了一个强劲的开端,在收入、年度活跃消费者、移动月活用户等多方面均实现了超预期的强力增长。阿里巴巴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;尤其是天猫,受益于新零售战略持续推进的带动作用,取得49%的GMV同比增速,平台付费商家数量及平均支出均创历史新高。

此外,阿里巴巴跨境及国际消费业务同比增长136%,也充分印证了阿里巴巴全球化战略的成效。云计算付费用户超过100万,成为亚洲首家达到百万级用户规模的云计算公司,阿里巴巴将以交易、支付、物流、云计算、大数据和人工智能搭建全社会的商业基础设施。”

在东方证券首席投资顾问阮军看来,这份财报中,国际用户的活跃度也是一大亮点。阮军说:“阿里在这次的财报公布中。第一,它的天猫食物业绩同比增长了近50%左右。第二,它的国际零售业绩增速非常快,同比超过了136%。第三,阿里巴巴年度的活跃消费者4.66亿,移动的月度的活跃用户者是5.29亿。这两个数字表明,从目前整个互联网电商的运营过程看,阿里的体量绝对占有很大比重。从未来的趋势看,阿里新零售版块成为了较高的业务支柱。那么,未来对于一些新领域的投资,有可能也会关注到市场中,形成一个关注的亮点。”

这份财报的公布也提振了投资者对阿里巴巴的信心。财报公布后,阿里巴巴在美股市场股价上涨2.93%,创收盘新高。

在阿里的财报当中,非常引人关注的是新零售方面的最新动向。上个季度,阿里巴巴斥资126亿港元,完成了对银泰商业的私有化及控股股权收购。除此之外,阿里已经成立了“新零售技术实验室”,攻克、研发能应用于更大客流量、更复杂商业场景的无人零售难题。

阿里巴巴市场公关委员会集团公关部总监曹筠武说,新零售是阿里未来重要的战略方向,而天猫则是新零售探索的主力。

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