阿里(09988.HK)張勇: 「淘寶買菜」非以補貼驅動 試點階段已有好成績日後將擴大範圍
阿里巴巴(09988.HK)主席張勇在分析員會議中指出,「淘寶買菜」是全新模式,強調集團是以價值主張而非靠補貼驅動發展,做法有較好的用戶體驗及可持續性,公司正努力打造新模式,而非似市場上對手以補貼、「燒錢」形式獲客,認為相關做法不可持續。他指出公司現時試點階段已取得了很好的成績,相信「淘寶買菜」可令低線城市用戶獲菜品供應,亦有助透過團購獲得新用戶,公司會利用好阿里不同的資源和渠道,繼續在相關業務投資,日後也會擴大範圍和合作。
他指出公司將承擔更多社會責任,而阿里作為平台經濟,社會責任是工作的一部分,相信平台經濟與社會經濟發展屬高度融合,故要發揮一定擔當,包括是創造就業、服務中小企等,強調社會責任與業務、商業生態繁榮高度一致。
他指出上季阿里雲首次實現了經調整EBITA轉正,認為相關市場發展仍在初步階段,估計未來各行各業對雲服務都有需求,行內競爭雖強勁,但阿里在很多領域均有優勢,包括是電商、金融科技及物流等,未來會繼續投資於增長。在全球化發展方面,他指出Lazada增長強勁,認為在過去數年投資於相關業務的基建及經營效率,現時其定位良好可捕捉東南亞市場的增長機遇,冀可繼續提升市場份額。
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