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阿裏(09988.HK):多端戰略推動平臺消費者規模持續擴大
阿裏巴巴(09988.HK)昨日(16日)舉行2021年投資者日活動。集團於會上表示,「多端戰略」推動平臺消費者規模持續擴大。 阿裏指,「多端戰略」的背後是阿裏在供給側的發力,包括以淘寶App爲主陣地的淘寶天貓業務,強化在服飾、美妝等成熟品類的挖掘,發展出更多新供給;另一方面,對於家裝、食品等線上滲透率較低的品類,平臺通過3D樣板間、送裝一體化等創新產品,提升其線上滲透率。而淘特的源頭好貨,亦提升了阿裏對下沉市場用戶的覆蓋。 阿裏指,年輕消費者將成爲淘寶天貓新的用戶增量。目前,淘寶在24歲及以下消費者中的滲透率已經達到90%。 阿裏亦披露了支持中小賣家的相關舉措及成果,據悉,過去1年淘寶平臺新商家中出現大量新的原創品牌及店鋪,銷售過百萬的淘寶店鋪增加15萬間。 而在付費消費者方面,過去一年,88VIP加省錢月卡的整體會員規模已超過5,000萬。阿裏方面還稱,未來,阿裏的付費會員體系將覆蓋超過1億中國最高價值的消費者。
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