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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

曹筠武指出:“阿里巴巴是新零售理念的倡导者和推动者。新零售的主力当然是天猫,是全球品牌进行品牌树立、建设、营销并打通线上线下的主阵地。新零售毫无疑问是阿里巴巴的核心战略方向之一。今年7月,董事局主席马云发出内部信,宣布成立‘五新执行委员会’,由阿里巴巴集团CEO张勇担任主席,领军阿里生态内全部力量建设‘五新’,并提出以‘Made in Internet’助力当下中国经济至关重要的供给侧改革。在新零售、新制造、新金融、新技术、新能源五个方面,阿里将为未来商业形态搭建完整的基础设施。”

而阿里巴巴董事局主席马云这两天也明确表态,新零售是阿里未来发展的方向,新零售,最终将激活“新制造”。

马云说:“我们认为过去的制造业基本上以‘B2C’为主,企业自己制定标准,营销市场。而未来的制造业,必须是‘C2B’,根据市场、根据客户进行大规模、柔性化、个性化定制,这才是真正的未来。

去年我提了五个‘新’:新零售、新制造、新技术、新能源、新金融,一些企业并不以为然,但是,也有很多企业已经开始高度关注。新零售正在蓬勃的改变中国的经济结构,新零售的下一步一定是新制造,就新制造来讲,广东、江苏和浙江——长江三角洲和珠江三角洲这两大洲决定了新制造的未来的希望。”

作为一家大型企业,阿里对外投资的方向也非常引人关注,因为这些业务也会从一些角度透露出阿里巴巴未来的前进方向。媒体也注意到,在最新公布的财报当中,阿里巴巴披露,阿里巴巴及其关联公司蚂蚁金服共同追加对外卖网站饿了么的投资。财报显示,阿里对联华超市、银泰百货、饿了么的投资和收购现金流出达到141.33亿元。

那么,这些投资背后的动向我们如来分析呢?阿里巴巴市场公关委员会集团公关部总监曹筠武告诉记者,阿里的投资分为多个层次,而阿里在未来也会主要关注对国内项目的投资。

曹筠武说:“今年6月8日,阿里巴巴面向全球投资者召开投资者日大会,会上,阿里巴巴首席财务官(CFO)武卫在分享中表示,阿里将持续为未来投资,以履带式业务前行。电商板块依然是产生现金流的核心成熟业务;国际化、农村、数字媒体和娱乐、全域营销(uni-marketing)则为孵化业务;创新项目包括钉钉、人工智能、物联网(IOT)、高德等,在多个领域居领导地位。从2014年至今,阿里巴巴的投资方向主要集中于三个范畴:以拉动内需为指引的针对本土零售企业的战略性改造;纵观阿里巴巴投资清单就会发现,阿里巴巴始终坚信投资中国就是投资未来,因此近年来大量投资均加注于中国内地,而且更多的是将资金和资源投资于急需资金和技术进行改造的传统行业以及商业基础设施上。”

虽然阿里依然会主要投资国内项目,不过曹筠武提到,国际业务也是阿里投资的方向之一。在东方证券首席投资顾问阮军看来,利用国内项目带来的优势,寻找国际项目的投资机会,这也许是BAT未来投资的必然选择。

阮军指出: “不管是阿里还是BAT,腾讯还是百度,未来在整个的发展过程中,在自身体系做大过程中,对这些新业务的拓展应该是可行的。阿里现在以旧换新的业务占比非常高,未来5到10年里,应该是只占它主要业务发展的逻辑。目前而言,阿里不仅在国内进行了大举扩张,包括线上和线下,一些业务的整合。而且,从海外市场看,它的第一季财报中也谈到了第一季东南亚发展的趋势还是不错的。这说明阿里的整个模型,目前来看也是借助于国内的发展趋势。阿里已经慢慢的从国内走向国际。这也是目前某一行业之内的龙头企业,向未来转型的必由之路。”

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