1JIANG Fan, President of Taobao and Tmall
Taobao and Tmall - Massive and Fast Growing Retail Marketplace
September 23-24, 2019 Hangzhou, China
Marketplace Growth  at Scale 供给多元发展Diversified Product  Supplies Enhanced Consumer  Experience 技术赋能商业Technology Empowering  Commerce
平台规模增长
消费场景升级
2
Up 26% YoY in Q2 QTD FY20Accelerated Growth of DAU (3)755 Million Mobile MAU  Up 121mn YoY in June 2019(1)674 Million AAC Up 98mn YoY in Q1 FY20(2)
Rapid User Growth  平台用户规模高速增长
Notes:  (1) China retail marketplace Mobile MAU for the month ended June 30, 2019 (2) China retail marketplace annual active consumer for the last twelve month ended June 30, 2019 (3) Q2 QTD FY20 represents the period between July 1,2019 and August 31,2019.Up 226mn
Up 208mn
Marketplace Growth at Scale
用户增长User Growth
3
70%+新用户来自下沉市场> RMB 2,00070%+~40%FY18&19 下沉市场新用户ARPU平均值Over 70% of New Consumers are from Less Developed Areas User Penetration in Less Developed Areas FY18&19 Average ARPU of New Consumers from Less Developed Areas 下沉市场人口渗透率Penetrating into Less Developed Areas Drives User Growth  下沉市场驱动用户增长
(1)(1)(2) Notes:  (1)For FY 2019 (2)Average of first year annual spending of new users in FY2018 and FY2019 用户增长User Growth
Marketplace Growth at Scale
4
Robust Growth on China Retail Marketplaces  中国零售平台规模高速增长
YoY Growth of Online Sales of Physical  Goods in China According to
National Bureau of Statistics
天猫汽车节
YoY Growth of China Retail Sales
According to National Bureau of Statistics YoY Growth of Tmall Physical Goods
GMV (Excluding Unpaid Orders)中国零售平台规模
China Retail Marketplaces
FY18  FY1925%26%YoY Growth of Al ibaba China Retail Marketplaces Physical  Goods GMV (Excluding Unpaid Orders) Q1 FY19Q2 FY19Q3 FY19Q4 FY19Q1 FY20
8%9%22%21%24%33%29%30%34%YoY Growth of Tmall Physical Goods GMV  (Excluding Unpaid Orders)
Marketplace Growth at Scale
5