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阿里(09988.HK)张勇: 「淘宝买菜」非以补贴驱动 试点阶段已有好成绩日後将扩大范围
阿思达克 02-02 22:11
阿里巴巴(09988.HK)主席张勇在分析员会议中指出,「淘宝买菜」是全新模式,强调集团是以价值主张而非靠补贴驱动发展,做法有较好的用户体验及可持续性,公司正努力打造新模式,而非似市场上对手以补贴、「烧钱」形式获客,认为相关做法不可持续。他指出公司现时试点阶段已取得了很好的成绩,相信「淘宝买菜」可令低线城市用户获菜品供应,亦有助透过团购获得新用户,公司会利用好阿里不同的资源和渠道,继续在相关业务投资,日後也会扩大范围和合作。

他指出公司将承担更多社会责任,而阿里作为平台经济,社会责任是工作的一部分,相信平台经济与社会经济发展属高度融合,故要发挥一定担当,包括是创造就业、服务中小企等,强调社会责任与业务、商业生态繁荣高度一致。

他指出上季阿里云首次实现了经调整EBITA转正,认为相关市场发展仍在初步阶段,估计未来各行各业对云服务都有需求,行内竞争虽强劲,但阿里在很多领域均有优势,包括是电商、金融科技及物流等,未来会继续投资於增长。在全球化发展方面,他指出Lazada增长强劲,认为在过去数年投资於相关业务的基建及经营效率,现时其定位良好可捕捉东南亚市场的增长机遇,冀可继续提升市场份额。

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