2018-11-02 20:42 | Zhejiang news client is carried | The reporter wishs a plum
2018 days of cats double before 11 advent, the Babaji in A is round on November 2 evening releases 2019 money year the 2nd quarter (2018.7.1-2018.9.30) money newspaper. When season, alibaba income eighty-five billion one hundred and forty-eight million yuan, grow 54% compared to the same period; Among them income of core cable business seventy-two billion four hundred and seventy-five million yuan, grow 56% compared to the same period; Cloud computation income 5.667 billion yuan, grow 90% compared to the same period. So far, the Babaji in A is round income is successive already 7 quarters maintain the high speed of more than 50% to grow.
In the meantime, this money season, alibaba and ant gold take in pairs to harvest driving user to grow: Alibaba active consumer breaks through year of Chinese retail platform 600 million milepost, active user amounts to platform shift monthly 666 million, relatively on the quarter increases completely 32 million; The domestic year that ant gold takes is active the user exceeds 700 million. Two big groups intensify more in coordination inside system of the economy in A close, naughty treasure, pay treasure application of class of two big countrymans chemical reaction is ceaseless.
This quarter, alibabake deserves to grant the gain of common shareholder is twenty billion and thirty-three million yuan, grow 13% compared to the same period, gain is eighteen billion two hundred and forty-one million yuan, the gain below standard of general accounting of blame United States is twenty-three billion four hundred and fifty-three million yuan, all exceed an analyst to anticipate.
Zhang Yong of round presiding apparitor expresses the Babaji in A: "Alibaba harvested the driving quarter of a rapid growth once more. Especially up to ended active consumer increases the year of 12 months in September 25 million, attain 601 million scale. The synergism that each business brings the group, reflected Alibaba the force of digital economy system, the day cat that this shortly will come double lieutenant general of carnival of 11 whole worlds gets showing further. Below our new retail strategy, the Ba Bazheng in A wishs in what realize oneself scene, the technique that adopts a group namely and consumer have an insight into will endow with can traditional shopkeeper, the digitlization recovery that helps them carry door store operation increases power. The digitlization recovery that helps them carry door store operation increases power..
Round presiding and financial Guan Wuwei expresses the Babaji in A, "This quarter, we grow with the driving income of 54% , precede again all a person of same business. Although this locality service, content shedding, recreation reachs the major investment of international dilate respect, bring trifling influence to the growth of level of this quarterly whole gain, but the gain of Wu of core cable business and cash flow growth to still be behaved driving, let us can have investment continuously to strategic domain and technology. Let us can have investment continuously to strategic domain and technology..
This quarter, core cable business is twenty-nine billion eight hundred and seven million yuan via adjusting EBITA, grow 13% compared to the same period, not plan hunger, dilate of the influence that dish bird network expresses and life of vigorous investment this locality, international is relevant defray, core cable business reachs thirty-five billion six hundred and forty-two million yuan via adjusting EBITA to will grow 27% compared to the same period. The free cash below standard of general accounting of blame United States flows it is sixteen billion and thirty-three million yuan. The profit with driving Wu of core cable business and cash flow growth, invest tomorrow of new growth opportunity, distribution to provide abundant safeguard to last with new production field in new retail, new technology. The group announced an United States is put in September hold a proof in the palm to counter-purchase a plan, in order to carry out early before share of announced 6 billion dollar counter-purchases a project, up to already counter-purchased about 9.12 million on November 1, 2018, always buy the price to reach about 1.33 billion dollar.
On November 11, 2018, alibaba will receive day cat double carnival of 11 whole worlds 10 years. Current double 11 will reveal Alibaba in the round commercial infrastructure and Alibaba the force of digital economy system. Besides the 180 thousand brand on day cat platform, inn of 200 thousand of big city countrywide each new retail gates, broad in the meal that Xiaoshang door comes from 23 lines city especially, new retail small shop, also share organic meeting day cat double the enormous flow of 11, advanced technique and product. Once more the height that renovation business upgrades, show China to consume the driving kinetic energy that upgrade.
This money season window is as follows:
1. is successive 5 quarters are gotten run global Internet the first a group of people of same interest
Below the setting that increases in global economy uncertainty, alibaba's income is added fast include FAANG more than (Facebook, Yamaxun, apple, Netflix and Gu Ge) inside global Internet travels together, successive 5 quarters are gotten run global Internet the first a group of people of same interest.
2. year is active user new breakthrough
You can feel the castle in A became a dish of bureau apparently this year. In Alibaba the synergism of economic system falls, growth of platform user dimensions is driving. China is at present retail platform year active consumer 601 million, ant exceeds 700 million.
The clearest case is the hand is cleaned out with pay treasure application of class of two big countrymans more and more together. Roll out as what spell the application such as round small order, ant gold takes farther breakthrough to pay the imagination that waits for applied setting border, to this quarter, the user of 70% uses 3 services that reach above ant gold to take.
This locality of 3. deep ploughing serves
As industry condition perfect further, system of the economy in A deepness is associated the basic necessities of life of people, the consumer group of the service expands ceaselessly. Money newspaper shows, up to 12 months June 30, 2018 inside, hungry the 167 million year in serving 676 cities of Chinese is active consumer. High heart map in 11 golden weeks active user number breaks through day of first days 100 million, become first DAU of domestic to cross a travel platform of 100 million. Day of actor cruel video all subscribes to this quarter grows the user compared to the same period more than 100% .
In the meantime, by hunger the digitlization process that the business of this locality life that incorporate with public praise and becomes is driving market of this locality life with all one's strength, up to in June 2018, hungry served jointly with public praise 3.5 million register business door.
In the meantime, the deepness confluence below the line on the line also produces its effect further. This quarter, day cat continues to expand in the lead dominant position of B2C domain, cooperate with with the business inside the new retail modes of life and relation to their environment that includes a Ma Xiansheng, Yin Tai to wait inside, be based on day cat new retail plan, astral Ba Kehe became hungry, the platform of box horse, operation of many digitlization consumer that washs the system of A Lisheng state such as treasure spread out a series of collaboration, provided the rich service below the line on the line and experience for consumer.
New retail territory is farther augment. Through using Alibaba new retail technology, big profit sends Gao Xin below retail division in about 470 hypostatic inn of the supermarket, 350 finished digitlization to upgrade in this quarter, can serve inn customer not only, service limits more enlarge periphery 3 kilometers.
4. Alibaba commercial operating system
Several days ago CEO Zhang Yong is releasing Alibaba 2018 in sending partner to believe, put forward, the data capital fund that the diversity commerce setting in economic system and its place form Alibaba, the cloud consideration that pushing in high speed with Alibaba is united in wedlock, form jointly distinctive " Alibaba commercial operating system " , endowing with in the round can brand, businessman and enterprise complete digitlization transition.
This is the newest summary that Alibaba just faces value of the commerce in A and definition. Go one year, carry share Gao Xin is retail and unexpectedly, buy hunger, more business power blends in Alibaba digital economy system. The different requirement that exceeds 600 million consumer to cross setting in service whole world while, the infrastructure that an individual help business is forming to complete digitlization transition in A -- just about " Alibaba commercial operating system " .
Current, inn of the door below day cat and the of more than 200 thousand line that clean out treasure platform to already helped client of about 1200 brands upgrades to be digitlization " wisdom door inn " .
5. thorough manufacturing industry
Exploration of the Ba Bazheng in A uses the technology such as catenary of cloud computation, artificial intelligence, area piece and content couplet net to help manufacturing industry change. This quarter, a Liyun rolled out a variety of 600 new products and function, quarterly battalion closes to grow 90% compared to the same period, whole on half money year battalion closes to break through 10 billion yuan first. Strong battalion receives safeguard, a Liyun will continue to enlarge talent and infrastructure investment, for future development has technical research and development and reserve.
Can foreknow, be in new retail later, what devoted, Ma Yun increases to allude frequently this year in A is new make, future will make the new engine that the Alibaba that prop up and zoology associate grow for a long time continuously.
6. accelerates globalization
Alibaba still is being explored for medium and small businesses more Pu Hui's globalization. Since July 2018, the EWTP of equestrian cloud initiate is successional be born Belgium, Rwanda. In September, alibaba and Russia invest Mail.ru of group of MegaFon of business of operation of fund RDIF, number, Internet to reach the strategy to cooperate directly, establish a joint ventures, wu of admiral cable business will be founded in Russia. This year day cat double 11, distributing at the world the abroad user of each corners, will pass fast sell, Lazada and Daraz3 big platform, enjoy " never leave home, buy the whole world " pair of 11 experiences.
Low battalion of 7. active attune closes and gain index
This may be the window with this season money the oldest newspaper. Alibaba 2019 money year how-to interval adjusts income to reach 383 billion yuan for 375 billion yuan, formerer income is how-to adjust extent to be 4%-6% . Alibaba expresses: In view of the uncertainty of condition of current and macroscopical economy, group decision is short-term recently inside won't change to issue user of Chinese retail platform and the advertisement stock that interact to increase and increase by degrees as the banner now, hope this action can yield the benefit of medium and small businesses on platform.
Situation auspicious, why should make such adjustment? The Ma Yun before this expresses in shareholder letter, when the business is done hard, it is Alibaba cashs mission when. Alibaba ever had experienced global economy shock twice, will still note this in adversity technical secondary school at support medium and small businesses, layout of exercise to benefit the internal organs of dedicated also Yu Xiulian did not arrive, hope for and medium and small businesses and businessman come true jointly long-term grow.
Zhang Yong also makes known his position to say: Alibaba is absent short-term inside one be ignorant of goes after fast growth good-paying, however long-term have sth in mind did not come to have sth in mind, want as collective as medium and small businesses and businessman health to grow continuously. Because Alibaba is medium and small businesses and businessman creation opportunity, enlarge a sale to increase profit for them, so development opportunity of Alibaba is natural subsequently and come. From at the beginning of founding Alibaba binds the growing firmly of oneself and medium and small businesses calm, this since our basic business is logistic, also be our mission.
Zhang Yong expresses, this is not Alibabadi the medium and small businesses in concussion of economy of assist of dimensions sex systematization. 2008 in global banking crisis, alibaba ever rolled out black clouds, fierce wind, spring thunder to wait for a series of tilting the plan of businessman of resource support medium and small businesses, help them enlarge a sale not only, solved them to wait for the difficulty of the respect in management, capital at the same time, for cold at that time winter medium medium and small businesses creates new opportunity, obtained finally also together with them grow long-termly.
Current, alibaba supports measure of a series of newest form a complete set of medium and small businesses to had been started in succession. The day cat that shortly will come double 11, the network merchant bank that zoology leaves Alibaba already combined 50 finance orgnaization to offer fund of 200 billion loan to help medium and small businesses. Alibaba will be endowed with with the technology can manufacturing industry enterprise answers future to challenge, help more client hold business chance in economic twists and turns.
