The hottest letter from Jack Ma to shareholders Al

2022-08-09
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Jack Ma's letter to shareholders: Alibaba, which has become the world's top three cloud computing company,

Jack Ma today issued a letter to shareholders, clearly proposing that Alibaba should do far more than help buyers and sellers move transactions to the market. But the infrastructure of future business to be built, including trading market, payment, logistics, cloud computing and big data, which are empowering businesses and enterprises

Jack Ma pointed out that Alibaba has considered and built five major infrastructures as the foundation of future business civilization: trading market, payment, logistics, cloud computing and big data to serve the globalization of small and medium-sized enterprises and ordinary consumers all over the world

Jack Ma said that today's Alibaba cloud not only hosts 35% of China's stations and provides cloud computing and big data services, but also has become a cloud computing company with advanced technology and rich products, ranking among the top three in the world

echoing his speech at the yunqi conference this afternoon, Ma Yun once again pointed out that e-commerce itself is becoming an old concept. In the next three decades, we will usher in a new retail that combines online, offline and logistics data supply chain

in a letter to shareholders, Alibaba Zhang Yong also pointed out Alibaba's four judgments on future business: 1. The overall integration of online and offline is the general trend of the entire consumer goods retail industry. 2. A new marketing model based on big data is taking shape. 3. Cloud computing and big data will be widely used in all aspects of social and economic life. 3. The future business transformation will increasingly rely on the innovation of new technologies

attached is the original letter from cloud to shareholders:

Dear Alibaba shareholders:

this is my second letter. We have been together for two years on our listing journey

on the day of listing, I said to you: what we get is not money, but trust. Two years have passed, and the global economy is struggling, with both pessimism and hope. Alibaba has also experienced unprecedented hardships and challenges. All this has never made us forget your trust and our commitment

over the past two years, our team has handed in an excellent answer: in fiscal 2016, the transaction volume on our platform has crossed the milestone of RMB 3trillion, becoming the largest retail economic ecosystem in the world; The revenue contribution of mobile terminals to our retail business in China was in single digits in the fiscal year before listing, and has exceeded 75% in the last quarter; The level of mobile commercialization has surpassed that of PC, and Alibaba has become the largest mobile economy in the world; Annual active buyers exceeded 430million, and almost one in three Chinese people consumed on our trading platform. Alibaba cloud, digital entertainment business and innovative business have also exploded with great vitality one by one

but what we need to do and are doing is far more than helping buyers and sellers move transactions to the Internet. What we are talking about today is more than Internet advertising. What we are building is the infrastructure of future business, including trading market, payment, logistics, cloud computing and big data. These elements are empowering businesses and enterprises

what we need to do is not only to connect businesses with the Internet, but also to connect businesses with future business models based on cloud computing and big data. For this mission, we started Alibaba cloud's strategic investment eight years ago. Today, Alibaba cloud not only hosts 35% of the stations in China and provides cloud computing and big data services, but also has become a cloud computing company with advanced technology and rich products, ranking among the top three in the world. Alibaba cloud makes it possible for businesses on all platforms, regardless of their own size, to see revolutionary huge space for operational efficiency improvement and cost reduction through technology

like every technological revolution in history, technological innovation in the first two decades and applied revolution in the last three decades. In the next three decades, data as a new energy and computing as a new technology will lead to changes in new retail, new finance, new manufacturing and new culture

and e-commerce is only the prelude to change. The impact on traditional industries is not e-commerce, but Internet. Internet is a great technological revolution. It will surely impact all walks of life as the arrival of electricity at that time, even more violently than electricity. E-commerce just grasps and makes good use of the technology and concept of interconnection, and produces a business model suitable for the era of interconnected data

today, e-commerce itself is also becoming an old concept. In the next three decades, we will usher in a new retail that combines online, offline and logistics data supply chain. Pure e-commerce enterprises will also face great challenges. When e-commerce becomes a traditional business, what we hope to build for the future is the infrastructure for new economic growth. In the new infrastructure, the way businesses and enterprises operate is undergoing fundamental changes. Today, more than 6million enterprises manage business on the Qianniu work platform we provide every day. We are not only helping enterprises get orders to promote sales, but also based on helping enterprises improve the level and efficiency of management development

we also hope that Alibaba infrastructure will not only help Chinese enterprises, but also transcend national boundaries and bring growth to enterprises around the world. In the past two years, we have also seen a counter current of globalization. But I believe the root cause lies in the imperfection of globalization itself. Alibaba has considered and built five infrastructures as the foundation of future business civilization: trading market, payment, logistics, cloud computing and big data to serve the globalization of small and medium-sized enterprises and ordinary consumers all over the world. However, my personal loose appointment as a special adviser to the United Nations and Alibaba's promotion of ewtp into the G20 policy document are just one of many efforts we have made

Alibaba is a company born to solve social problems. Twenty years later, we hope to serve 2billion consumers around the world, empower 10million profitable enterprises, and create one billion jobs. This is a new and more difficult start

the past two years with you have made me full of confidence in this new beginning, made me more convinced that this data technology revolution will bring more fair opportunities to young people and small and medium-sized enterprises, and made me more convinced that the world will become different because of our efforts. At this moment, this future scene has been unfolded in front of me. In my heart, I'm even more excited than when I started my business

let the world have no difficult business

chairman of the board of directors of Alibaba Group

October 13, 2016

attached is the original letter from Zhang Yong to shareholders:

Dear Alibaba investors:

I am very happy and honored to share with you every year the development of Alibaba Group in the past fiscal year and our judgments and actions for the future

first of all, I want to thank you for your continued attention and support to Alibaba group. Alibaba is a company driven by mission and vision, and adheres to a high combination of idealism and realism. In the past fiscal year 2016, against the backdrop of the pressure on China's macro-economy and the rapid development of the new economy driven by fixture interconnection based on such three standards, Alibaba's businesses developed rapidly and healthily, responding to the market's concerns about China's economy with practical results and fulfilling its mission of making the world a business that is not difficult to do with practical actions

Alibaba Group's listing coincided with the second anniversary, and we also fulfilled our pre IPO commitments to investors. Our Gmv maintained rapid growth, completed a comprehensive wireless transformation, and reached a high level of wireless business

Alibaba's ecological boundaries continue to expand, and three core strategies are advancing at a high speed.

last year, Alibaba group identified three core strategies for the future: globalization, rural areas, and big data cloud computing. In fiscal 2016, these three strategies achieved rapid progress and substantive results, and further formed modern business infrastructure based on big data, such as e-commerce, finance, logistics, cloud computing, etc., to help SMEs and various partners use the power of interconnection to complete the comprehensive transformation of business. As a result, Alibaba's ecosystem is more perfect and healthy, and the interaction of various business segments has maintained high-speed growth

on the basis of good ecology, we have created more convenient life scenes for consumers, changed and led the trend and trend of consumption, and provided rich choices and possibilities for consumption upgrading. Therefore, we have also won the favor of more users, especially young users, and we have become a part of their lives. At present, more than 75% of our total users are under the age of 35

in fiscal 2016, Alibaba Group's retail business, represented by Taobao and tmall, exceeded RMB 3trillion for the first time, becoming the world's largest retail platform. The number of active retail users continued to grow, reaching 423million. At the same time, Alibaba Group has fully completed the wireless upgrade and achieved great success: by the fourth quarter of fiscal 2016, the proportion of Alibaba wireless transaction volume reached 73%, which was a huge increase compared with the fourth quarter of fiscal 2015. In addition, with the privatization of Youku and the rapid growth of Alibaba travel, word-of-mouth and other businesses, the scope of Alibaba e-commerce is expanding rapidly from physical goods to digital content, local life services and other fields. We believe that this will become the next explosive growth point

as of March 2016, Alibaba's rural Taobao partners have covered more than 14000 villages. Through the services of rural partners, farmers in these villages can enjoy the same goods and services as urban people without leaving home through the Internet, and also begin to help them sell rural agricultural products to urban people through the Internet. More and more global brands have entered the rural Taobao system to help them quickly reach the vast rural market in China

during the G20 Hangzhou summit just concluded, Ali put forward the idea of jointly building ewtp (World e-commerce trade platform) with governments, commercial institutions and partners around the world. It aims to create a platform for small and medium-sized enterprises around the world that truly belongs to them and can trade freely and fairly. Ewtp has been highly recognized by leaders of many countries and is entering the implementation stage. In addition, we have opened business offices in Italy, France, Germany, the Netherlands, Australia and other countries to help enterprises in these countries sell goods to hundreds of millions of Chinese consumers through retail platforms such as tmall and tmall global. At the same time, Alibaba group also controlled lazada, an e-commerce platform in Southeast Asia, through investment, and officially entered the local markets of Indonesia, Malaysia, Singapore, Thailand, Vietnam, the Philippines and other countries

fiscal year 2016 is the year when Alibaba cloud takes off, and Alibaba cloud continues to grow at a high speed of more than 100%. By the end of fiscal 2016, the number of paying customers served by Alibaba cloud had reached 500000. Relying on Alibaba e-commerce, finance and logistics platforms, it has formed a huge scale advantage, and exports the middleware capabilities and security capabilities of e-commerce platforms to serve customers on Alibaba cloud platforms. At the same time, Alibaba cloud has also created a new ecosystem, which is reflected not only in the continuous growth of the number of service providers on Alibaba cloud platform, but also in the efforts Alibaba cloud is committed to building

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