阿里(09988.HK):4至6月天貓國際支付GMV增逾四成 料未來下沉市場仍有大升空間
據《新浪財經》報道,阿里巴巴(09988.HK)昨舉行全球投資者大會以線上方式舉行,向投資者系統介紹公司戰略和業務進展。淘寶天貓總裁蔣凡介紹,過去一年,淘寶天貓的用戶規模繼續快速增長,指阿里巴巴中國零售市場年度活躍消費者達到7.42億,移動月活躍用戶增長1.19億,其中70%的新增用戶來自下沉市場(屬中國三線以下城市及農村地區),預計未來兩至三年還有很大上漲空間。此外,88VIP、淘寶省錢月卡兩個付費會員體系的規模持續增長。
核心商業板塊的交易規模也在持續強勁增長。今年4月開始,天貓的線上實物交易快速反彈,「618」期間的成交尤其超出預期。2021財年一季度,天貓的實物成交增速達到27%,服飾、快速消費品、消費電子等核心品類增速,大幅度領先於中國零售市場增速,8月,淘寶的月度交易額更是創下了過去一年裡的最高增速。
由於出境游幾乎停擺,海外消費正在加速轉化為跨境電商需求。天貓進出口事業群總裁劉鵬介紹,2020年4月到6月,天貓國際的支付GMV按年增長超過40%,市場領頭羊的強勁增長吸引更多海外品牌加速入駐,今年新增的新品牌超過2,300個。
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