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阿里公佈Q1業績 張勇分享三大戰略高質量增長策略

8月4日,阿里巴巴集團公佈2023財年第一季度業績,核心業績超出市場預期。在當晚的分析師電話會上,阿里巴巴集團董事會主席兼首席執行官張勇表示,阿里巴巴在一個很不尋常、充滿挑戰的季度中克服重重困難,業績保持穩定。他同時詳細分享了阿里巴巴三大業務戰略實現高質量增長的策略。 

張勇説,面對不確定性,阿里的應對之道是“堅定信心、積極應變、做好自己”。落實到經營層面,將圍繞三大業務戰略,在巨大不確定性下保持高質量增長。

“在消費領域,阿里巴巴將發揮遠、中、近場相結合的數字商業基礎設施的優勢,做好用户分層,聚焦不同消費羣體確定性的消費需求。”張勇強調,在上個財年底,阿里巴巴已經實現了服務10億國內消費者的目標,在未來將聚焦不同消費羣體錢包份額的增長,而不再追求國內用户絕對規模的增長。

面對不同特徵的電商平台此起彼伏的競爭。阿里巴巴面對競爭的策略是:在消費者側,不斷強化淘寶作為消費主陣地的認知,提供豐富多樣的“場”的體驗,建設多樣化的消費矩陣;在商家側,為商家提供更好的工具和服務,強化商家可持續經營主陣地的角色。基於這樣的考慮,進一步積極投入到用户心智的建設,以及物流、售後服務等關鍵的用户體驗和能力建設,將是阿里長期堅持的消費策略。

“在雲計算領域,將聚焦不斷提升相關核心技術,聚焦服務好代表社會和產業發展大方向的行業和客户。”張勇提出,阿里將繼續聚焦雲計算、大數據和AI等領域核心技術能力的建設,聚焦產業互聯網帶來的巨大機會,挖掘符合未來發展方向的朝陽產業和客户。

“在全球市場,阿里巴巴將聚焦未來五到十年發展前景良好的國家和地區,聚焦本地化的能力建設,建立物流和雲計算的基礎設施。”他説。

張説,阿里巴巴將繼續堅持跨境和本地市場相結合的方式,聚焦於中國到歐洲的跨境物流網絡和東南亞本地市場的物流網絡建設。這些基礎設施的建立將為阿里的全球化發展帶來長期的價值。

張勇坦言,國際地緣政治的波動,疫情反覆,宏觀和社會發展趨勢,所有這一切,都遠超一個企業能夠影響的範圍。“面對各種不確定性,唯一能做的就是不斷通過主觀努力,做好自己。” 

“最好的投資是自身的能力建設,不斷完善自己,服務好我們高質量的消費者羣體,建設高質量的數字商業基礎設施,繼續高質量的科技創新,為健康、可持續的長期發展進一步夯實基礎”,張勇説。

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