Alibaba Group 1 MMIISSSSIIOONN TO MAKE IT EASY TO DO BUSINESS ANYWHERE 2 China: Largest E‐Retail Market in the World 2014 – 2018 trends  Web Users:  649 million                   800 million  Online Sales:  +20% annually ( + 6% in retail sales)  E‐commerce sales: from 10% to 15% of Retail sales = US$ 1 TRILLION (40% worldwide ecommerce:  double than USA Market and four times than UK Market)  Chinese middle class: 300 million                       500 million  Mobile: 60%                    75%   1990s Generation: represents 65% of growth Alibaba Confidential, not to be reproduced or published without the express written consent of Alibaba Group. 3 Alibaba Group E‐Commerce Ecosystem  Alibaba Confidential, not to be reproduced or published without the express written consent of Alibaba Group. 4 Alibaba Group Major Businesses Online website C2C Brands and retail B2C Cross border B2C Global Marketplace B2C Wholesale Marketplace B2B group buying marketplace Cloud computing platform Online marketing Payment services Operator of a logistics technology platform information platform 5 Alibaba Confidential, not to be reproduced or published without the express written consent of Alibaba Group. Alibaba: Largest E‐commerce Company in the World +10 million active sellers 407 million active shoppers 30 million packages every day 1 billion product and service listings Alibaba Confidential, not to be reproduced or published without the express written consent of Alibaba Group. 6 China B2C Market Penetration Tmall is Asia’s largest B2C site, with 61.4% market share in China Shares of China B2C online shopping websites  by GMV in 2014  Alibaba Confidential, not to be reproduced or published without the express written consent of Alibaba Group. 7 Creator of Single’s Day the largest Shopping Festival in the world  Category Insight: Alibaba Confidential, not to be reproduced or published without the express written consent of Alibaba Group. 8 Global strategy Globalization: core of Alibaba’s strategy over the next decade New Embassies all over the World to help local SMBs to sell to China “ Over the next decades, we plan to help tens of millions of global businesses sell internationally and serve 2 billions consumers around the world” Alibaba Confidential, not to be reproduced or published without the express written consent of Alibaba Group. 9 Alibaba Italy Alibaba Confidential, not to be reproduced or published without the express written consent of Alibaba Group. 10