阿里(09988.HK)冀新財年購買用戶目標增至逾10億 所有新增利潤均會投入重點領域
阿里巴巴(09988.HK)(BABA.US)昨公布截至今年3月底止全年度業績,其美國預託證券顯著受壓挫6.3%。公司管理層表示,截至今年3月底財年末的年度購買用戶達到了8.91億。公司希望,在新的財年,中國消費者能夠繼續增加1億以上,盡快實現中國消費市場年度購買用戶超過10億的目標。公司的三大戰略︰包括內需、全球化和科技,都會進行投入,三個領域都看到巨大的增量機會。
公司主席張勇話指,在新財年進行更為堅決的投入,將業務增長所帶來的所有新增利潤,都投入到重點戰略領域——比如技術創新、幫助商家降低經營成本的一系列舉措,用戶增長和用戶體驗提升,商品和供應鏈能力建設,基礎設施的建設和創新業務。」
就社區團購和淘寶特價版是中國零售市場非常好的正面的補充,阿里巴巴指淘寶特價版的快速發展,為我們的中國零售平台提供了正向價值,對於使用過淘寶特價版的用戶來說,過去一個財年在整個中國零售平台的消費ARPU的增幅,超過平台ARPU值平均增幅。競爭對手很快便會體現到公司帶來的影響。
阿里巴巴管理層稱,社區團購的潛力巨大,對手都在投資,即使巨大虧損都投下去,公司能夠創造的價值和已有資源,沒有理由不去投,沒有保證增長或持平不下降,指有潛力的市場,長期會反映到公司的利潤上。
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