On September 8, 2015, hosted by the network operators in the world, Alibaba cooperation in support of the "2015 new network Business Summit" held at the Dragon Hotel, Hangzhou. Billion euro net as strategic partners to participate in the Summit. The meeting, the Alibaba Group's retail business group President Zhang Jianfeng delivered a speech, titled Ali Wireless retail platform "enabling". His departure from the retail history, and looks forward to China's leading wireless channel integration in the era of the new business landscape. Ling Hu Zhengyu College students private space
In his speech, Zhang Jianfeng reviews the history of retail: "China's first department store format was different from the world's first department store, 48; from 1984 PARKnSHOP Watsons group to enter the Chinese mainland since the Chinese supermarket, a State lost 54. Also in 1984, Pierre Cardin to open stores in China, and China is the world's first chain of Commerce, United States Atlantic and Pacific tea company in more than 100 years later...... "
Occurs after changes in the trajectory in e-commerce history, China caught up with the pace of the world, or even begin to attempt to. Zhang Jianfeng said: "the wave of the rise of e-commerce, China than the United States has a few years later, there has been a landmark e-commerce platforms such as Taobao, and in many ways more than United States, such as the shopping we have hundreds of millions of mobile users, has a strong logistics system. Ali GMV retail platform, this year will be more than Wal-Mart. In the area of services, like drops fast, starting slightly late, but business development and company growth can be staggering. "
Zhang Jianfeng pointed out in his speech, the current user transfer to the mobile trend is very clear, we increasingly via mobile wireless terminal under a single, in the next mobile shopping trend that China got the upper hand, "the phone Taobao such a typical platform to maintain the daily active users (DAU) 100% more than a year of growth."
Based on the trends of the future judgment, Ali punches actively on the mobile side, worked well. Zhang Jianfeng said: "retail platform 2015 second-quarter turnover of 55% Ali from a mobile terminal, mobile revenue accounts for more than half for the first time. Wireless on this trend, we realize quite early, moves more quickly. Mobile shopping speed beyond your imagination. "
Zhang Jianfeng believes that no matter how the times change, retail nature, nature of the business has never changed, and that is user-centric, using new technologies and new ways of thinking and do everything possible to improve efficiency, reduce costs, provide users with better products and services.
"In the wireless age, Ali will use their accumulated Internet, cloud computing and data capacity, better help and support businesses. "
Zhang Jianfeng (epilepsy) speeches:
Very glad to have the opportunity today to share with you do.
First of all, review the history of retailing together with you. No matter what era you're in, on the future of retail answers, probably hidden in history.
Today, the aliping hosted on stage is actually a very fresh new retail business. Traditional department stores Macy's, chain of commercial representatives of Pierre Cardin, Metro supermarket representatives, have entered Ali's retail platform is assigned or scheduled timetable.
Before the rise of the Department store industry, retail business is basically fuqilaopodian the world, just like our many Taobao shop c. In 1852, the world's first department stores Le Peng Marchais (Le Bon Marché) in France was born. In 1900, the first department store, Qiu Lin company, Harbin. Autumn Woods company named autumn forests of Russia who founded in 1867 in Russia, Harbin Qiulin is the branch, it was called Qiu Lin foreign. Today, Qiu Lin group, Harbin is still alive, and became a publicly traded company.
Department store is a product of industrialization and urbanization. Le Peng break before and after the establishment, new plants and new industry, Paris's population increased, at that time already had a population of 1 million or 2 million. Department store solved the problem? solve user experience problems, especially female users experiencing problems. Today we say Taobao women are more likely to be cut on the hands of the party, and modern department stores users are female, so basically we see beauty counter in the best floor, on the first floor. In the Department store, the abundance of goods has increased, along with prices, business area, good shopping environment, consumers can enjoy the pleasure of the Mall itself.
In 1859, the world's first commercial chain appeared, United States Atlantic and Pacific tea company. It started from mail order tea, then management decided to set up a chain of cheap shops. This is actually a lot like today, many of our businesses, previously available only online store, now doing offline stores. As a result of chain business model, individual businesses of Atlantic and Pacific tea company reach economies of scale. Get rid of middlemen to source control, and improve the efficiency of supply chains. By the way, the company, like many businessmen here today, but also doing cross-border business. Like it from China and Japan directly imports tea, can sell for 30 cents a pound, while the other company is $ 1 a pound.
For said supermarket. In 1916, the American Sanders (Clavence Saunders) opened a convenience store in Tennessee, named rolling pigs (Piggy Wiggy). In 1930, Michael Callan was opened in New York, Karan King (King Kullen) grocery store, this is the modern supermarket.
Birth of supermarkets also have background. When cars and refrigerators began in United States popular, as the main large supermarket opened in the suburbs provide a soil. Than department stores in downtown, suburban commercial real estate costs are much lower than commercial chains, supermarket commodity prices are also lower. Supermarket volume tend to be large, a wider variety of consumer-oriented groups. Big supermarkets like Wal-Mart, sales of goods not only groceries, including electrical appliances, clothes and so on, in fact, like a chain of discount department stores, and combines the strengths of commercial chains and department stores. The 70 's of the last century, the fastest growing is Kmart discount stores, it didn't even put himself was born in 1962 and Wal-Mart as a major competitor. But Wal-Mart leaning techniques to defeat the Kmart. For example, Wal-Mart's Retail Link with new inventory management system, let suppliers know the sales of their products thousands of miles. For example, Wal-Mart began early to use bar code scan sales data.
However, when Wal-Mart don't last hit. More than 10 years ago, it has forced RFID, or radio frequency identification technology, monitoring everything from transportation, warehousing to shelves throughout the process. However, the technology was not mature, and to add each item cost 50 cents to $ 1, was resisted by many businesses. This also proves that, any change requires business eco-system of partners can benefit from. History of these cases allows us to implement the origin of stars, such as new technology, have more inspiration and thinking.
Eventually Wal-Mart did not seize the opportunity of online retailing, Amazon's huge space. I think this is well known to members of the history. Compared with Wal-Mart, Amazon, even as technology companies. Back in 1998, it was established only three years, it acquired two technology companies, layout, search engines and online communication. Amazon recognized for the industry, and its cloud computing business. According to Amazon's latest quarterly results, cloud computing operating profit of 391 million dollars, which is the key factor in its profitability, market capitalization surpassed Wal-Mart. By the way, Amazon Cloud Computing business growth is 81%, aliyun growth higher than it, is 106%.
Let us recall, China's first department store format was different from the world's first department store, 48; from 1984 PARKnSHOP Watsons group to enter the Chinese mainland since the Chinese supermarket, a State lost 54. Also in 1984, Pierre Cardin to open stores in China, China is the world's first commercial chain, United States Atlantic and Pacific tea company in more than 100 years later. This wave of the rise of e-commerce, China than the United States has a few years later, there has been a landmark e-commerce platforms such as Taobao, and in many ways more than United States, such as the shopping we have hundreds of millions of mobile users, has a strong logistics system. Ali GMV retail platform, this year will be more than Wal-Mart. In the area of services, like drops fast, starting slightly late, but business development and company growth can be staggering.
In the next mobile shopping trend that China got the upper hand.
Nielsen in April this year a report called the future of the grocery store. Reports first said, "the next wave will remind you of the past." In the fifties or sixties of the 20th century, North America and Europe, many families use home milk daily necessities and other services. Many families use this kind of service in China. Today, on a global scale, door-to-door distribution pattern is returning, one-fourth global respondents to order groceries online and enjoy door-to-door service. Consumers are no longer ordered by month, or simply by phone order, their increasing mobile wireless side orders. We also see on the wireless side, not just the shopping, life service demand, make cell phone treasure the typical platform to maintain the daily active users (DAU) annual growth of more than 100%.
Essence of the essence of retail, commercial, and has never changed, and that is user-centric, using new technologies and new ways of thinking and do everything possible to improve efficiency, reduce costs, provide users with better products and services. The past, businesses want to understand users, contact up to user, "but has been unable and technology lags". Today, in the era of mobile shopping technology is different, the way you service users are not the same.
According to the Analysys data, the second quarter of 2015, mobile online shopping in the online retail market share increased to 47%. Ali retail platform 2015 second-quarter turnover of 55% from a mobile terminal, mobile revenue accounts for more than half for the first time. Wireless on this trend, we realize quite early, moves more quickly. Mobile shopping speed beyond your imagination. Earlier this year, Analysys predicts that by 2017 the mobile online shopping accounted for more than 50%. Obviously, this prediction is too conservative.
On the mobile side, consumers realize anytime, anywhere shopping, consumers younger trend is more obvious, and, like after the consumers prefer e-commerce platforms and social media to share their shopping experiences. Businesses, and some consumers realize the real-time interaction.
In the scenario of mobile shopping, consumers need more convenient recommendation of quality items, businesses need more accurate content. LBS location support, mobile shopping is more conducive to the development of the local living services, contribute to integration of online and offline retail wireless terminal to the platform and bring changes include traffic from other channels continue to increase. In fact, Ali retail platform is continuing to excavate a variety of Community products for the business connection with the user to provide additional support.
Taobao shopping day cats move seamless, payment experiences, so that more and more consumers formed a "multi-screen viewing, mobile phone deal" new shopping habits, multi-screen user's average revenue for a single user (ARPU), far higher than the PC era.
All these changes show that today's businesses, emphasize the importance of wireless cannot be overemphasized. In addition to some of the more special and might be more suitable for scenarios on the PC side, if less than half of your traffic from wireless, you may miss the future consumers ' shopping time, consumers ' shopping time is fragmented, spend lots of time on phone or you may let go after the consumer, missed the rural market, because these people are more accustomed to mobile shopping. Therefore, originally contained in the PC business, customer development, customer care, are facing new upgrades.
Looking through the history of retail in the future, we can see, retail integration will become a trend, you are not simply abandon the traditional, or simply discarding some retail, but for a variety of commercial strengths together.
Such a fusion, the first is the integration of online and offline. So our new network operators in today's Summit saw Amoy brands Yin man, their ability to integrate offline, open online store; we also see beauty, Procter and Gamble under the well-known line enterprises, only electric electrical contractor, commercial Director, is now the CEO lead to do business.
Alibaba's Jack Ma, Chairman of the Board of Directors last month in Ali and suning strategy Exchange said on the press conference said: "each technological revolution of human society, is the accumulation of technology for 20 years before, the beginning of the next 30 years is a great application, whether it is the first industrial revolution, the second Green Revolution, or is this so-called revolution in information and data. Now over the 20 years of the Internet over the next 30 years is the real hope and opportunity. Internet companies under certain online opportunities for the next 30 years, the traditional enterprise or enterprise hopes on some online. The next 30 years, we have together. "
With online and offline, platforms and businesses have to be together. Business trends, also means that we need innovation organization model in the Internet age, better chemistry with each other.
In Ali's view, and best innovation for the future is "enabling". Recent books, the redefinition of company: how Google is operating, about your future enterprises need most is not the company's management, but a group of creative elite to create the right atmosphere so that they perceived customer demand quickly, cheerfully creating value. So, as a platform for Ali, has a responsibility to provide the best environment to help businesses improve the ability to create value. We will use our own Internet, cloud computing, and the accumulation of large data capacity, as well as customer service and other business capabilities, to help and support the business.
At present, Ali retail platform, wireless and PC ends every day, more than 100 million users, and millions of businesses, there are 1 billion kinds of goods, logistics and Internet financial cooperative. We also achieved highly personalized recommendations on the wireless side. You search for a keyword, everyone sees things differently. This encourages business, you don't have to play low prices, explosions, you can go to more personalized, high quality products and services.
With this Foundation, Ali's e-commerce platform, called the business do branding, marketing, and the best customer interaction platform, every day will produce a large number of high viscosity, but also "net red" fans emerging economy like high-energy soil fermentation. It can be said that Ali's e-commerce platform is not just shopping platform, it is a content platform, consumer media, connected media platform for businesses and users.
We hope that this consumer media platform for the business enabling, make businesses more, allows consumers to experience even better. We believe that only in this platform, businesses can make money, more and better to make money.
Finally, let us meet the wireless age really coming together through online and offline, with good service to consumers.
Thank you very much!
