阿里宣佈調整收入預期,以長週期思維投資社會發展所需

11月18日,阿里巴巴發佈2022財年Q2季度財報,並宣佈調整收入指引,預計2022財年的總收入同比增長為20%至23%。同時表示,公司將以長週期思維堅定投入社會發展所需,用高質量發展為生態健康和未來發展打開更大空間。

短期調整收入預期,長期夯實發展根基。今年以來,阿里巴巴在科技創新、供應鏈、支持中小企業、勞動者福利保障以及社會價值上,持續加大投入力度。一方面,大刀闊斧投資未來,尋找更健康的未來增長極;另一方面,更強調企業社會責任,不斷向中小企業讓利,對接社會發展的真實需求。
本財年9月份季度,阿里雲收入同比增長33%至200.07億元。10月雲棲大會,阿里雲發佈了倚天710芯片、磐久、神龍4.0、龍蜥、靈傑等多款重磅產品。底層自研技術體系的日趨完善,為阿里巴巴打造第二增長曲線夯實基礎。
在欠發達地區,阿里社區商業平台業務持續擴大覆蓋並實現快速增長,季度GMV環比增長超過150%;菜鳥通過持續加強國際物流基建,目前已運營超300萬平米的倉庫以支持跨境業務,為跨境及全球零售商業提供了基礎能力,不斷提升國際消費者的購物體驗。
同時,阿里巴巴積極向中小企業讓利,構築更健康的平台生態。今年以來,天貓推出生意參謀免費、退貨運費險免費等超30項商家扶持舉措,至少為商家降低經營成本超過150億元。今年天貓雙11,有65%參與商家為中小企業、產業帶商家及新品牌,"中小商家賣得好不好、體驗好不好"成為重要標尺。
9月,阿里巴巴宣佈將在2025年之前投入1000億元落實十項行動,聚焦科技創新、經濟發展、高質量就業及弱勢羣體關愛等,並與廣大客户和夥伴搭建綠色和可持續的新商業生態。
此外,阿里巴巴正加大力度投身平台可持續發展。天貓雙11推出"雙11減碳計劃",上線專屬綠色會場,有超過2000個商家參與並提供50萬款綠色商品;菜鳥推出綠色回箱計劃,超過400萬人次在線上線下參與快遞包裝綠色回收,並聯合商家發出9000萬個"綠色包裹"; 9月,阿里巴巴交易1億千瓦時綠色電力,推動阿里雲張北數據中心在雙11期間減碳2.6萬噸。
阿里巴巴集團董事會主席兼首席執行官張勇表示:"本季度,阿里巴巴繼續圍繞內需、全球化和雲計算三大戰略堅定投入,為集團實現長遠可持續發展打下堅實基礎。阿里巴巴生態全球年度活躍消費者達到約12.4億,單季淨增長6200萬,正穩步走向服務全世界20億消費者的長期目標。"
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.