We operate various businesses and also derive support for our ecosystem from the businesses and services of related and affiliated companies. Major businesses in our ecosystem include:
Launched in 2003, Taobao Marketplace (www.taobao.com) provides consumers from both large cities and less developed areas with an engaging, personalized shopping experience, optimized by big-data analytics and technology. Through highly relevant content, engaging and interactive formats and real-time updates from merchants, consumers can learn about products and new trends. They can also interact with each other and their favorite merchants and KOLs through a broad range of interactive features such as livestreaming and short-form videos. Merchants on Taobao Marketplace are primarily individuals and small businesses. Taobao Marketplace was China’s leading social commerce platform in terms of GMV for the 12 months ended December 31, 2020, based on publicly available data. Taobao Marketplace is a business of Alibaba Group.
Launched in 2008, Tmall (www.tmall.com) caters to consumers’ ever-growing demand for high-quality products and premium shopping experience. It serves as a platform for consumers in China and overseas to buy both homegrown and international branded products as well as products not available in traditional retail outlets. A large number of international and Chinese brands and retailers have established storefronts on Tmall. In the 12 months ended March 31, 2021, Tmall was the leading third-party online and mobile commerce platform for brands and retailers in the world in terms of GMV, according to Analysys, and continues to grow quickly. Tmall is a business of Alibaba Group.
Launched in 2016, Freshippo is Alibaba Group’s self-operated retail chain that integrates online and offline retail capabilities and uses its storefronts as warehouse to fulfill online orders. By managing inventory and offline resources effectively, it satisfies consumers’ demands in-store as well as in their neighborhood communities. Freshippo’s proprietary fulfillment system enables store-to-door 30-minute delivery to consumers living within a three-kilometer radius of a Freshippo store. As of March 31, 2021, Alibaba had 257 self-operated Freshippo stores, primarily located in tier-one and tier-two cities throughout China.
Launched in 2010, AliExpress (www.aliexpress.com) is a global marketplace targeting consumers from around the world and enabling them to buy directly from manufacturers and distributors in China and around the world. In addition to the global English-language version, the AliExpress platform is also available in 17 other languages, including Russian, Portuguese, Spanish and French. Top consumer markets where AliExpress is popular are Russia, the United States, Spain, France and Brazil. AliExpress is a business of Alibaba Group.
Founded in 2012, Lazada is a leading and fast-growing e-commerce platform in Southeast Asia that connects local consumers with local SMEs and regional and global brands. Lazada provides consumers with access to a broad range of offerings, serving over 100 million annual active consumers in the 12 months ended March 31, 2021. More than 82% of Lazada’s parcels went through its own facilities or first-mile fleet during the same period. Lazada is a subsidiary of Alibaba Group.
The first business of Alibaba Group, Alibaba.com (www.alibaba.com) is China’s leading integrated international online wholesale marketplace in 2020 by revenue, according to Analysys. It connects Chinese and overseas suppliers to overseas wholesale buyers, who are typically trade agents, wholesalers, retailers, manufacturers and SMEs engaged in the import and export business, and provides sourcing, online transaction, digital marketing, digital supply chain fulfillment and financial services to them. In the 12 months ended March 31, 2021, over 34 million buyers from approximately 190 countries had sourced business opportunities or completed transactions on Alibaba.com.
Launched in 1999, 1688.com (www.1688.com) is China’s leading integrated domestic wholesale marketplace in 2020 by revenue, according to Analysys. It provides sourcing and online transaction services by connecting manufacturers and wholesale sellers to wholesale buyers in China who typically trade in apparel, accessories, electronics and computers, packing materials, home decoration and furnishing materials, among others. 1688.com is a business of Alibaba Group.
Ele.me (which means “Are you hungry?” in Chinese) is a leading local services and on-demand delivery platform in China. It enables consumers to use the Ele.me, Alipay, Taobao and Koubei mobile apps to order meals, food, groceries, FMCG, flowers and pharmaceutical products online. In addition, Fengniao Logistics, Ele.me’s on-demand delivery network provides last-mile logistics services to facilitate New Retail businesses, including delivery of food, groceries, FMCG and pharmaceutical products for Freshippo, Sun Art, as well as Alibaba Health. Alibaba Group acquired Ele.me in 2018.
Youku is the third leading online long-form video platform in China in terms of monthly active users in March 2021, according to QuestMobile. It enables users to search, view and share high-quality video content quickly and easily across multiple devices. The Youku brand is among the most-recognized online video brands in China. Insights Alibaba Group gains from its ecosystem and its proprietary technology enable Youku to deliver relevant digital media and entertainment content to its users. At the same time, Youku helps drive customer loyalty to Alibaba Group’s core commerce business by promoting and providing complementary content offerings to users. Alibaba Group acquired a controlling stake in Youku in 2016.
DingTalk is a digital collaboration workplace and application development platform that offers new ways of working, sharing and collaborating for modern enterprises and organizations, including schools and education institutions. Millions of enterprises and users use DingTalk to stay connected and work remotely. According to QuestMobile, DingTalk is the leading business efficiency mobile app in China by monthly active users in March 2021. DingTalk is a business of Alibaba Group.
Launched in 2007, Alimama (www.alimama.com) is Alibaba Group’s monetization platform. Using Alibaba Group’s proprietary technology, it matches the marketing demands of merchants, brands and retailers on all of the platforms in the Alibaba Ecosystem with the media resources on Alibaba’s own platforms and third-party properties, and enables Alibaba to monetize its commerce, digital media and entertainment and other businesses in its ecosystem. Alimama also has an affiliate marketing program that places marketing displays on third-party apps and websites, thereby enabling marketers, if they so choose, to extend their marketing and promotional reach to properties and users beyond Alibaba’s platforms. Alimama is a business of Alibaba Group.
Established in 2009, Alibaba Cloud (www.alibabacloud.com) is the digital technology and intelligence backbone of Alibaba Group. It offers a complete suite of cloud services to customers worldwide, including elastic computing, database, storage, network virtualization, large-scale computing, security, management and application, big data analytics and machine learning platform services. Alibaba Group is China’s leading provider of public cloud services by revenue in 2020, including PaaS and IaaS services, according to IDC. Alibaba Group is the world’s third leading and Asia Pacific’s leading IaaS provider by revenue in 2020 in U.S. dollars, according to Gartner’s April 2021 report.
Established in 2013, Cainiao Network is dedicated to meeting Alibaba Group’s logistics vision of fulfilling consumer orders within 24 hours in China and within 72 hours anywhere else in the world. To realize this vision, Cainiao Network continues to build and operates a global fulfillment network together with its logistics partners. It offers domestic and international one-stop-shop logistics services and supply chain management solutions, addressing various logistics needs of merchants and consumers at scale. As of March 31, 2021, Cainiao Network partnered with over 270 logistics partners to provide fulfillment services globally. Cainiao Network is a business of Alibaba Group.