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1、Inclusive Growth and E-commerce: Chinas ExperienceHonbing GaoVice President of Alibaba Group& Director of AliResearchUNCTAD E-Commerce Week Geneva, Switzerland24 April, 2017“这是最坏的时代，也是最好的时 代 ” “It is the worst of times, it is the best of times”2008年金融危机的创伤 尚未痊愈，全球经济增长愈加不均衡 The world economy is strug
2、gling to recover its pre-crisis dynamism, while growth has become even more uneven增长长乏力 Stagnant growthSource: IMF, World Bank, USC Marshall School of Business, AliResearch增长长不均衡 Uneven growth女性 Women 20%仅有20%年收入百万美元以 上的公司是女性拥有的Only 20% of firms with annual revenues 1+ million USD are women- ownedGD
3、P 3.1%2016年全球GDP增速3.1% ，远低于金融危机前的4-5%Global economy grew 3.1% in 2016, significantly lower than the pre-crisis level of 4-5%.小微企业 MSMEs 40%全球40-50%的小微企业融 资 需求无法得到完全满足40-50% of global MSMEs credit demand is unserved or underserved.农村 Rural 30%全球农村赤贫率为30%， 高 于城市10个百分点30% of global rural residents are
4、extremely poor, 10 percent higher than the urban figure.技术创 新、电子商务快速发展，不断拓展“新 经 济 ”版图 Technological innovation and e-commerce are progressing rapidly and expanding the territory of “new economy ”3. 0129市值 Market cap* （万亿美元 trillion USD）平均成立时间 Average length of establishment （年 year）* 市值基于2016年12月23日
5、收盘价格计算 * Market cap is calculated based on the closing prices on Dec 23, 20162.92210大平台经济经济 体 Top 10 platform economies国家 Country市值 Mkt cap （亿美元 100 million USD）Apple6053Google5482Microsoft4810Amazon3584Facebook3396Alibaba2246Tencent2195P762Baidu587Netflix52710大平台经 济 体 Top 10 platform economySource:
6、 Bloomberg, AliResearch10大跨国公司 Top 10 traditional MNCs技术创新型和商业模式创新型互联网公 司 共同拓展“新经济 版图 ” 技术创新型公司拓展技术可能性 商业模式创新型公司拓展技术的商业 可能性“ New economy” i s driven by both technology and business model innovation companies. Tech-led companies extend the boundaries of technology. Business-model-led companies realiz
7、e the full potential of technology案例：阿里零售体的裂变之路 Case: The evolution of Alibaba retail ecosystem200520092007 2010201120122013201420152016eWTP19992003 2004Source: AliResearch3.7万亿电子商务新起点 RMB 3.7 trillion the new journey of e-commerce交易额额突破3万亿时间亿时间 Time to exceed the transaction amount of RMB 3 trillio
8、n13 years53 years4000200006000阿里巴巴零售平台与沃尔玛销玛销 售额额比较较 亿美Alibaba retail ecosystem vs Walmart沃尔玛（国际）Walmart沃尔玛（美国 ）阿里零售平台internationalWalmart US Alibaba retail ecosystem全球250强零售商排行榜(2015财财年) Global top 250 retailers (2015 fiscal year)NamesSales (100Growth Format million USD) rateSource: Stores, Deloitt
9、e, AliResearch沃尔玛近年销售额持平 Walmart sales growth flattened电子商务能否促进普惠发展？ Is e-commerce able to drive inclusive growth?农村Rural area就业 Employment小微企业 MSME中国的答案是肯定的 Chinas answer is YESSource: AliResearch电子商务平台赋能小微企业，与大公司同台竞争 E-commerce platform empowers MSMEs to compete with large companies单个小微企业无法与大企业竞争A
10、 MSME cannot compete with a large company电子商务平台用技术、交易规则、数据、价值链连接等赋能小企业，让 小企业有能力与大企业同台竞争E-commerce platform empowers MSMEs with technology, trading rules, data, access to value chain, etc. and provides the level playing field with large companies大公司 Large company小微 MSME电子商务平台上的小微企业MSMEs on e-commerce
11、 platformSource: AliResearch电子商务平台赋能小微企业，缩小信贷缺口 E-commerce platform empowers MSMEs to reduce credit gap“ 310” loan 网商银行的小微贷款基于大数据和云计 算 技术，为小微企业提 供 “310”贷款服 务 （三分钟申请、一秒钟到账、零人工干 预 MYbank, Alibaba-affiliated internet bank, provides “ 3 1 0 ” loan service (3-minute application, 1-second approval & grant
12、 and 0 manual intervention) for MSMEs.4 million 已经为 超过400万的小微企业提供贷款 4 million MSMEs received the loansRMB 700 billion 提供超过7000亿的贷款 Total loan amount of RMB 700 billionRMB 30,000 户均贷款余额小于3万元 Average loan balance below RMB 30,000技术、数据创造普惠金融，助力小微 Technology and big data create inclusive finance and emp
13、owers MSMEsSource: AliResearch电子商务带 来农村发展新模式 E-commerce creates new rural development model以货币 帮扶为抓手，解“近渴 ” Mainly use monetary assistance以电子商务为 抓手，赋予创新发展能力，营造生态， 建 立新农村商业模式 Use e-commerce as enabler to build innovation capability and create rural business ecosystem输血模式 Old approach造血模式 New approach
14、Source: AliResearch淘宝村农村普惠发展中国创造 Taobao Village the role model of rural development nurtured in China1311淘宝村数量 # of Taobao Villages 10 mn 淘宝村最低年销售 额 Min sales per Taobao Village城市消费者 Urban consumers淘宝村网店 Taobao Village online store电子商务平台E-commerce platform通过网络销售本 地 特色产品Sell local food or products on
15、- lineSource: AliResearch满足农村产品需求 Demand forrural products is fulfilled提供信息、交易、支付、物流、金融等基础设施 Provide information, transaction, payment, logistics, finance infrastructure“微笑的淘宝村”借助电子商务平台，创造可持续发展的商业模式 “ Smiling Taobao Village” leverages e-commerce platform and creates sustainable development model淘宝村案
16、例中国江苏睢宁 Taobao Village Suining, Jiangsu, ChinaGenevaSuiningBeijing800KM10,000KM淘宝村案例中国江苏睢宁 Taobao Village Suining, Jiangsu, China2016Logistics睢宁电子商务交易额（人民币十亿）2010Suining e-commerce sales (RMB billion)13.6 Equipment 0.320102016数控机床CNC machine简易设备Simple equipment电商物流园 1.5万平Logistic park 15K sq.km.简易物流Simple logistics36,900个网店 online stores 83家物流企业 logistics providers 200,000就业创 造job opport
