Consumer Staples Dec 16, 2021 10:09 PM (GMT+8) · EqualOcean
On December 16, Alibaba's 2021 investor day activity began to be held online. Earlier, Alibaba announced the establishment of China's digital commerce sector. Alibaba introduced that the "multi terminal strategy" has promoted the continuous expansion of the scale of platform consumers, which is the key to the business growth of this sector. According to Alibaba's financial report, as of September 30, Alibaba's global ecosystem had reached 1.24 billion global active consumers, of which 953 million came from the Chinese market. Monthly active users (MAU) in China's retail market reached 946 million, an increase of 65 million over the same period last year. In addition to Taobao app, idle fish, taote and other products also bring differentiated supply to the platform. At present, about 6 million non Taobao professional sellers of leisure fish bring different differentiated supplies from Taobao, especially the long tail supply, such as hand-made, Hanfu, second-hand musical instruments, etc. As of September 30, the annual active users of taote have exceeded 240 million, and its M2C (manufacturer directly connected consumers) model has become the core e-commerce platform for people with cost performance. At present, the penetration rate of Taobao among consumers aged 24 and below has reached 90%. In addition, Ali also disclosed relevant measures and achievements to support small and medium-sized sellers. It is reported that Taobao has launched the inclusive plan for small and medium-sized businesses, which is expected to cover 1 million businesses. In the past year, a large number of new original brands and stores have appeared in new businesses on Taobao platform; The number of Taobao stores with more than one million sales increased by 150000. Alibaba said that the platform will take the support of small and medium-sized businesses as its long-term goal.
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