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阿里張勇:相信中國市場的巨大潛力 平台經濟將發揮獨特價值

北京時間11月17日晚,阿里巴巴集團董事會主席兼首席執行官張勇在財報分析師電話會上表示,阿里巴巴在充滿不確定性的環境中完成了穩健的一個季度,這是企業持續追求高質量發展的結果,也凸顯了阿里巴巴商業生態的韌性。

當晚,阿里巴巴集團發佈了2023財年第二季度業績。儘管疫情持續反覆、國際地緣政治影響、海外市場通貨膨脹和貨幣貶值等若干因素疊加,阿里巴巴通過專注於服務客户核心價值的能力建設,並積極實施降本增效,關鍵業務取得了積極穩健的進展。

在國內消費市場,阿里巴巴的核心消費者業務在需求側連接着廣大的國內消費者,供給側連接着千萬級的中小企業、製造企業和工廠。從消費人羣看,截至2022年9月30日的12個月,在淘寶天貓上消費超過人民幣1萬元的消費者數量保持在1.24億,留存率高達98%。張勇説,剛過去的雙11,淘寶天貓的交易額和去年同期基本持平,超過6億用户參與。超過98%的88VIP 用户在雙11期間有消費,並且在整體成交中貢獻上升。從品類看,運動户外、寵物等興趣品類及健康相關品類實現同比正增長,消費電子品類同樣實現正增長。

"雙11已成為一個全社會共同的消費節日,尤其是在疫情等不確定環境下,商家希望利用好雙11在全渠道獲得生意增長的願望非常強烈,客觀上給了消費者更多線上、線下的選擇。"張勇説。

過去一年間,阿里巴巴持續堅持"能力建設、價值創造"的企業經營理念。張勇在分析師會上表示,將持續關注業務質量提升,以及服務客户核心價值的能力建設,而不僅僅是短期內業務或用户規模的增長。

和八年前上市時相比,阿里本季度收入規模是2014年同期的12倍,經調整EBITA是2014年同期的4.5倍,自由現金流是2014年的4倍。同期,整個中國的GDP規模也比八年前增長近一倍。

過去一段時間,包括阿里在內的很多中概股股價持續波動,何時迎來價值迴歸也成為很多人的關切。

張勇説,不管潮起潮落,我們始終對自己充滿信心,更對未來充滿信心。阿里巴巴相信中國經濟社會發展的巨大前景,相信阿里自身發展目標和國家長期發展目標的高度契合,也相信在中國和全球的數字化進程中阿里可以發揮重要作用。"我們相信疫情終將過去,社會經濟生活終將回歸正常,中國作為全球第二大經濟體的巨大潛力也將進一步釋放。我們同樣相信,平台經濟可以為服務中小企業、創造就業、創造美好生活等做出獨特貢獻。"

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