阿里巴巴电子商务解决方案

NeitherthisdocumentnoranydiscussionrelatingtoitisanofferorasolicitationofanyoffertopurchasesecuritiesintheCompany.Allinformationinthisdocumentisprovidedforinformationalpurposesonly.Anyprojectionsandforecastsincludedinthesematerialswerepreparedbasedonassumptionsregardingfactsandfutureeventsthatmayormaynotmaterialize.NorepresentationorwarrantyofanykindismadebytheCompany,itsmanagementoranyotherpersonassociatedwiththeCompanyinrelationtoanysuchprojectionsorforecastsoranyotherinformationincludedinthesematerials,andnoreliancemaybeplacedforanypurposewhatsoeverontheaccuracyorcompletenessofanysuchprojections,forecastsorotherinformation.Globaltradestartshere.TMTakingsourcingtothenextlevelLeveragingtheinternettofindsuppliersBrianA.WongInternationalBusinessDevelopmentDivisionHead,SeniorDirectorPresentationOutlineAlibaba.comCorporationBusinessesAlibaba.comAwardsAlibaba.comTeamSME’s-DrivingChina’sEconomyAlibabaInternationalAlibabaChinaTaobao.comAliPayRevenueGrowthAgendaSourcingtrendsSourcingtoolsOnlinesourcingchallengesAlibaba.comSourcingTrendsGlobalSourcing“Globalsourcingwillbethenextbattlegroundforcompetition.Withinfiveyears,businessesthatdonotmakeglobalsourcinganimperativewillbestrugglingnotonlytocompetebutalsotosurvive.” -AberdeenGroup,June2003 IncreasedglobalcompetitionisdrivingmanyfirmstoidentifyandestablishrelationshipswithsuppliersinlowwageandlowcostcountriessuchasChina,India,Malaysia,EasternEurope,LatinAmericaandAfrica.Benefits:Reducedmaterial,componentandmanufacturingcostsLowerproductcostHigherproductsophisticationachievedbybettertrainedworkforceandimportedtechnologyBuyFactoryDirectBenefits:IncreasedmarginsandprofitsReducedcost(nomiddlemen)Betterknowledgebaseonproducts,technologiesandmarketsDirectinvolvementinproductionprocess“Wheneveryoucaneliminatefolkswhoalongthewayhavetomaketheirownprofit,youcansavemoney.” -PaulGaffney,ExecutiveVicePresident,SupplyChain,Staples,June2005 Manylargeandsmall-to-mediumsizedretailersnowpurchasedirectlyfromlowcostoverseasfactoriesinsteadofgoingthroughsourcingagents,wholesalersanddistributors.SourcingToolsSourcingtoday AsurveyofAlibaba.comusersreflectstheshifttoe-sourcinghasalreadyoccurredamongsomebuyersegments Traditionalmedia,whilestillusedisdiminishinginimportanceastheinternetbecomesthetoolofchoice Thistrendislikelytocontinuease-marketplacesgrowinsophisticationandfunctionalitiesSource:SynovateResearch1=highestimportance4=lowestimportance Tools Ranking Alibaba.com 1.51 ExistingSupplier 1.75 Internet(search,surf,etc) 2.19 Referral(associate,colleague) 2.38 OtherTradingSites 2.53 TradeShows 2.62 Trade/BuyingAgent 2.78 IndustryMagazine 3.03 IndustryAssociation 3.16 TradeDirectory 3.30 Othersourcing/trademedia 3.58 Astudyofourownbuyersreflectsthistrendhasalreadyoccurred Whileitsnotacompletereplacementforsometraditionalmethods(especiallyreferralsorwordofmouth)emarketplacescertainlyhavetheirbenefits TherealsoappearstobeashiftawayfromothermediasuchasprintSourcingCycleDiscoveryNegotiationTransaction123SourcingCycle Discovery(buyerssearchingforsellers)isthemosttimeconsumingandcostlyphaseoftheSourcingCycle.Source:AberdeenGroupOnlineTradingCommunities ReducetimerequiredforDiscoveryPhase Fast,efficientandeffective Business-to-businessfocus Noneedtofilterthroughconsumerorientedcontent Aggregatedtimelycontent Thousandsofsuppliers/productsatonelocation,updateddaily Researchproductandsupplierinformation 365daysayear,24hoursaday,7daysaweek Bridgegeographiesandtimezones Buyfactorydirect!OnlineSourcingChallengesRisksofonlinesourcingType: Fraud Identitytheft Scam CounterfeitgoodsPrecautions: Usecommonsenseanddonotignorestandardduediligencetradepractices Stickwithcrediblemarketplaceswithpre-qualificationservices Confirmcontactdetailsofbusinesspartner Considerdoingbackgroundcheckusingcreditcheckorobtainingcertificateofgoodstandingfrom3rdpartyValuablebenefitsalsobringnewhazardsUseeBayexampleTrustandcredibility Initialtrustisestablishedbyqualitycontentprovidedonwebsite: Individualcompanysite Productspecifications Qualificationsandindustrystandards Somemarketplacesofferinitialscreeningbyprovidingthirdpartyauthenticationandvalidation(A/V)oruserfeedbacksystemstopre-screensuppliers Nosubstitutefortraditionalduediligence KnowyoursupplierTalkaboutAlibabaAVsystemandbuyerfeedbackonChinasiteAlibaba.comCorporateIntroductionAlibabais China’sleadinge-commercecompany,operatingtheworld’slargestonlinemarketplacesforbothinternationalanddomesticChinatrade,aswellasChina’slargestonlineconsumermarketplaceandmostpopularonlinepaymentsystem,AliPay. Establishedin1999 Officeslocations:Hangzhou,China(HQ),HongKong,Europe(Geneva),USA(SiliconValley),majorcitiesinChina 2004Revenue*:$68mm #ofEmployees:2,300 Seniormanagementworkingtogetherforover5+yearseMarketplaces:Circa2000approachSource:CaliforniaManagementReview WelcometotheB2Bworld,circa2000.Everyoneunderthesunhadatheoryonwherethisindustrywasheaded.Youhadtaxonomiesandframeworks(aggregationvs.matching,systematicvs.spotpurchasing,one-sidedbiasedvs.two-sidedneutral).Everyoneclaimedtohavethatcrystalball. In2000peopleconfusedusall,I’mnotheretoconfuseyou. Butnowthatthesmokehasclearedsomeremain,whilemosthavefallentotheway-side Tosimplifythings,weatAlibabahavealwaystakenaslightlydifferentapproachtolookingate-marketplaces....eMarketplaces:TheAlibabaApproachAHangzhouTeahouse Marketplaceprovidesthe“cups,teaandscenicsurroundings”tofacilitatematch-makingbetweenbuyersandsellers Customersbringtheproductsandideas Themore,thebetter Usergeneratedcontent: Formembers,bymembers,ofmembers“Attracttheshrimps(sic.)andthewhaleswillcome,”-JackMa,CEOAlibaba.com Ateahouse,atradeshowwithmillionsofexhibitorsvs.just1000 Withtheshrimpscomethewhales(thewalmarts,GEs,PGs)andsoonenoughyouhaveabustlingteahousewithlotsofnoiseandchatter(justthewaytheylikeitinChina) eMarketplaceswillnotbeforeveryone Eachofyouhasspecificneedsandsomeofthemwillnotbemetthroughsuchtools Butformany(SLIDECHANGE)e-marketplacesaresimplifyingthediscoverprocessSynergisticCommunitiesVolumeBuyers/ImportersExportersChinaWholesalersInternationalSite:GlobalB2BChinaSite:DomesticB2BChinaConsumere-CommerceRetailers/VolumeSellersConsumers*Basedonrun-rateof$200mminQ2-05GMT:US$1.5BGMT:US$3BGMT:US$800MM*EnterInAugust2005,Alibaba.comandYahoo!Announcedalong-termstrategicpartnership,bywhichAlibaba.comwouldacquiretheYahoo!ChinabusinessesandbuildtheYahoo!ChinaBrand.Inaddition,Yahoo!InvestedUS$1billionandreceiveda40%stakeinAlibaba.comwith35%votingrights.AwardsandHonorsEntrepreneurMagazine“TopWebsiteforEntrepreneurs”ForbesMagazineHarvardBusinessSchoolCaseStudyA&B“BestWebsiteforEntrepreneurs”FarEasternEconomicReviewATime-TestedTeam19992004Numberofemployees:2,2002004revenueCashrevenue1:US$68millionRegisteredusers(members)Total:Over10millionfrom220countriesacross27industryverticals15,000newusersdailyChinasite:4.8millionInternationalsite:1.2millionTaobao:4.0millionNumberoflistingsonthesitesChinasite:1.8millionInternationalsite:283,000Taobao:4.0millionGrossmerchandisetrade(GMT)Chinasite:US$3billionperyearInternationalsite:US$3billionperyearTaobao:AnnualrunrateoverUS$300million.SeniorManagementTeamJackMaFounder,Chairman&ChiefExecutiveOfficer FoundedAlibaba.cominearly1999withteamof18founders Featuredinleadinginternationalmedia(CNN,CNBC,BBC,TIME,Forbes,etc)andwaschosenbytheWorldEconomicForumasa"YoungGlobalLeader."SelectedbyChinaCentralTelevision(CCTV)asoneofthe“Top10BusinessLeadersoftheYear.” FormerpresidentofMOFTEC’sCIECCInfoSharedivision FounderofChina’sfirstinternet-basedcompany(Chinapages.com)in1995 GraduatedfromHangzhouTeacher'sInstitutein1988withaB.A.inEnglishandbeganhiscareerasanEnglishteacher.JosephTsaiCFO FormerVPatInvestorAB,themaininvestmentvehicleofSweden'sWallenbergfamily FormercorporatelawyeratSullivan&Cromwell,aNewYork-basedinternationallawfirm. GraduatedwithB.A.ineconomicsfromYaleUniversityandJurisDoctorfromYaleLawSchool.JohnWuCTO ChiefarchitectofYahoo!'sdirectorysearchengineanditsmanyapplications. LeadonnumerousotherYahoo!Projectsrelatedtoe-commercetechnologies FormerManagerwithOracle’sServerTechnologyGroup BSfromU.ofMichiganinComputerScienceLiQiCOO JoinedAlibabain2000servingasVPofSalesandthenpromotedtoSVPofAlibabaInternational’sCoreBusinessUnit FormerCTOofChinapages FounderofWeyei,aninternetcommunicationscompanyAlibaba.comInternationalKeyInformation World’slargestbusiness-to-businessmarketplaceforglobaltrade 1.5millionmembers(SMEs) 200+countriesandterritories 900,000+tradeleads,companypostingsandproductlistingsDailyWebStatistics*3millionPVs2,000newmembers130,000inquiriessenttoAlibaba.commembers500newcompanieslisted1,000+newproductslistedwww.Alibaba.com*CompanyestimatebasedonaverageformonthofJune2005Note:OptionalAlibabaTVCAlibaba.comMarketplaceSourcingplatformforbuyers:EasytousesourcingtoolsandservicesAccesstolargestbaseofsuppliersfromChinaandaroundtheworldFindandcontactsuppliersrapidlyinaprivateandsecureenvironment Marketingplatformforsuppliers: Activeenvironmentforsupplierstopromotetheircompanyandproducts Increasemarketreachwithglobalvisibility Negotiatewithbuyersinaprivateandsecureenvironment Valueaddedservicestoraise companyprofile ServicesforBuyers/Importers Freemembership SearchandBrowseacrossGoldSupplier,TrustPassandFreemembercontent 28industryverticals Growingto50industryverticalsby2007 Up-to-dateproductandsupplierdata Manageablebytheclient Contactinformationopentopublic Onlineinquiryservice Managementtool Inquiries TradeLeads TradeAlertsWhereAretheAlibabaBuyers?UnitedStates21%Europe21%India7%China4%S.E.Asia5%HongKong4%Canada4%Singapore&Malaysia4%Other27%AllOvertheWorld–AGlobalMarketplaceAustralia3%ServicesforSellers/Exporters Membershiptiers: GoldSupplier TrustPass Free Accesstoover500,000activebuyers SearchandbrowseBuyTradeLeads Buyers’contactinformationopentosellermembers Onlineinquiryservice RespondtoRFI RespondtoRFQ Managementtool Website Inquiries Quotations TradeLeads TradeAlertsGoldSupplierMembers Exportcommunityforpremiumpre-qualifiedChinasuppliers OnlysoldinChina GoldSuppliercontentacross28industries Contentupdateddaily Newproducts Newsuppliers Authenticatedandverifiedby3rdpartycreditserviceNote:OptionalChinaSuppliervideotoillustratetypicalChinasupplierTrustPassMembers TrustPassInternationalmembershipisawardedtomemberswhosebusinessidentityandemploymentareverified Features: Authentication&verificationbyleadingcreditagency Trustreference Certificatesandawards PostinghistoryMemberTestimonial “IhavepublishedabuyleadonAlibaba.comandgotanumberofverygoodoffers.IeventuallyselectedaChinaGoldSupplierandwehaveenteredalongtermpartnership.IamverypleasedwithAlibabaandIlikeinparticularthefactthatIcanputmybuyrequestonlineandletthesupplierscometome”. MarkWinter,M.W.Trading&Supply,UK Mr.ChrisKittles,GlobalSourcingManagerforFleetPride,Texas,USA AlibabaMember-1+years AnnualimportsfromChina:US$10million UsesAlibabaweeklytosourceAutoParts. RecentlyplacedUS$300K+inorderswithsuppliersdiscoveredonAlibaba.com.MemberTestimonialThankYou!BrianA.Wongbrian@alibaba-inc.comPresentationOutlineAlibaba.comCorporationBusinessesAlibaba.comAwardsAlibaba.comTeamSME’s-DrivingChina’sEconomyAlibabaInternationalAlibabaChinaTaobao.comAliPayRevenueGrowth Astudyofourownbuyersreflectsthistrendhasalreadyoccurred Whileitsnotacompletereplacementforsometraditionalmethods(especiallyreferralsorwordofmouth)emarketplacescertainlyhavetheirbenefits TherealsoappearstobeashiftawayfromothermediasuchasprintUseeBayexampleTalkaboutAlibabaAVsystemandbuyerfeedbackonChinasite WelcometotheB2Bworld,circa2000.Everyoneunderthesunhadatheoryonwherethisindustrywasheaded.Youhadtaxonomiesandframeworks(aggregationvs.matching,systematicvs.spotpurchasing,one-sidedbiasedvs.two-sidedneutral).Everyoneclaimedtohavethatcrystalball. In2000peopleconfusedusall,I’mnotheretoconfuseyou. Butnowthatthesmokehasclearedsomeremain,whilemosthavefallentotheway-side Tosimplifythings,weatAlibabahavealwaystakenaslightlydifferentapproachtolookingate-marketplaces.... Ateahouse,atradeshowwithmillionsofexhibitorsvs.just1000 Withtheshrimpscomethewhales(thewalmarts,GEs,PGs)andsoonenoughyouhaveabustlingteahousewithlotsofnoiseandchatter(justthewaytheylikeitinChina) eMarketplaceswillnotbeforeveryone Eachofyouhasspecificneedsandsomeofthemwillnotbemetthroughsuchtools Butformany(SLIDECHANGE)e-marketplacesaresimplifyingthediscoverprocessNumberofemployees:2,2002004revenueCashrevenue1:US$68millionRegisteredusers(members)Total:Over10millionfrom220countriesacross27industryverticals15,000newusersdailyChinasite:4.8millionInternationalsite:1.2millionTaobao:4.0millionNumberoflistingsonthesitesChinasite:1.8millionInternationalsite:283,000Taobao:4.0millionGrossmerchandisetrade(GMT)Chinasite:US$3billionperyearInternationalsite:US$3billionperyearTaobao:AnnualrunrateoverUS$300million.Note:OptionalAlibabaTVCNote:OptionalChinaSuppliervideotoillustratetypicalChinasupplier