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阿里財報電話會:淘天集團將"持續大力投入",獲取用户持續增長

5月18日晚,阿里巴巴集團發佈2023財年第四季度業績。在財報分析師電話會上,淘天集團CEO戴珊表示,淘天集團將以3年為一個經營週期,圍繞用户為先、生態繁榮、科技驅動三大戰略進行堅定且持續的大力度投入,獲取用户的持續增長。

在需求側和供給側,淘天集團將圍繞用户需求的滿足和創造,提供更豐富多元的商品供給,具有差異化的內容供給,以及娛樂互動場景打造。淘寶也將以更快的速度,拓展用户規模和增加用户時長,鞏固作為中國最廣泛線上交易平台地位的同時,逐步升級成為一個一站式的消費及生活平台。

在平台機制上,淘天集團將引入更廣泛類型的商家和內容創作者,打造更開放、普惠的繁榮生態。同時,還將通過技術升級和創新,為商家帶來更低的經營成本、更高的經營回報。

在科技上,將更加聚焦於在淘寶上的科技投入,通過整個集團的科技能力和數據能力,升級現有的商家工具並打造新工具,同時建設用户生活新場景,以期率先進入下一代的用户體驗範式。

淘天集團的核心目標是,讓淘寶在繼續服務最大規模消費者的同時,向消費和生活入口延伸及升級。

這意味着淘寶在未來的一兩年中,將持續加大對用户、商家和科技的投入,不斷降低商家經營成本、為用户提供好價格、好商品、好內容、好服務,從而保持用户規模和商家規模的持續雙領先。

這還意味着,淘寶還將為商家創造長期增長的空間,不僅是品牌商家線上生意的"第一經營陣地",還將成為更廣泛類型的商家和內容創作者的"第一經營陣地"。

去年淘寶天貓確立了"從交易走向消費"的戰略方向,今年的三大戰略則延伸至"從消費走向生活"。以用户為中心,聚焦內容化、價格力和履約力等中長期發展能力建設,成效逐步顯現。本季財報顯示,淘寶天貓大盤保持穩健,服飾等核心行業增長強勁,今年2-4月,淘寶APP的用户和GMV均在同比正增長。

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