阿里(09988.HK):4至6月天猫国际支付GMV增逾四成 料未来下沉市场仍有大升空间
据《新浪财经》报道,阿里巴巴(09988.HK)昨举行全球投资者大会以线上方式举行,向投资者系统介绍公司战略和业务进展。淘宝天猫总裁蒋凡介绍,过去一年,淘宝天猫的用户规模继续快速增长,指阿里巴巴中国零售市场年度活跃消费者达到7.42亿,移动月活跃用户增长1.19亿,其中70%的新增用户来自下沉市场(属中国三线以下城市及农村地区),预计未来两至三年还有很大上涨空间。此外,88VIP、淘宝省钱月卡两个付费会员体系的规模持续增长。
核心商业板块的交易规模也在持续强劲增长。今年4月开始,天猫的线上实物交易快速反弹,「618」期间的成交尤其超出预期。2021财年一季度,天猫的实物成交增速达到27%,服饰、快速消费品、消费电子等核心品类增速,大幅度领先於中国零售市场增速,8月,淘宝的月度交易额更是创下了过去一年里的最高增速。
由於出境游几乎停摆,海外消费正在加速转化为跨境电商需求。天猫进出口事业群总裁刘鹏介绍,2020年4月到6月,天猫国际的支付GMV按年增长超过40%,市场领头羊的强劲增长吸引更多海外品牌加速入驻,今年新增的新品牌超过2,300个。
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