从阿里巴巴“中台战略”看共享服务体系价值.pdf
2009 1210 Alibaba 20 B 1688 Alibaba C 2004 IT 2005 7% 20% IT IT 2013 2014 UC 2015 ,2016 Lazada,2018 IT 88VIP 88VIP 88VIP IT 1000 88 / 4 5 1000 888 / DT 021-20572503 sangzihcyjs S0360517120002 0755-82755859 gengchenhcyjs S0360517100004 010-66500993 wangweinahcyjs S0360517040002 % ( ) 54 1.51 ( ) 6,720.45 1.08 ( ) 4,621.87 1.03 % 1M 6M 12M 39.14 34.85 -6.06 21.85 18.12 0.28 -39% -23% -8% 7% 18/03 18/05 18/07 18/09 18/11 19/01 2018-03-08 2019-03-06 300 2019 03 11 2009 1210 2 目 录 .4 .5 .6 IT .7 IT .7 .9 DT . 11 1. . 13 2. . 14 3. . 15 . 17 “ 88V I P . 17 . 17 . 18 2009 1210 3 图表目录 1 . 4 2 . 5 3 B2B 2005 . 5 4 B2B 2005 . 5 5 . 6 6 2005 . 7 7 ASP . 7 8 . 7 9 . 8 10 . 9 11 . 9 12 2008 . 9 13 2009 . 10 14 2010 . 10 15 . 11 16 . 12 17 . 12 18 . 13 19 . 13 20 2017Q2 . 14 21 2016Q2 Lazada . 14 22 2018 9 APP 7 0.4%. 14 23 . 15 24 2017Q4 . 15 25 . 15 26 . 16 27 . 16 28 . 16 29 88VIP . 17 30 . 18 31 . 18 2009 1210 4 20 1999 50 B2B 2007 2012 2014 4700 2018 GMV 4.82 5.5 190 1 : 2009 1210 5 20 400 eBay B2B 10 C B B Slogon B B 1688 Alibaba B 1999 2005 105% 82% 2018 B 140 20% 2 3 B2B 2005 4 B2B 2005 105% 85% 59% 39% 29% 43% 15% 0% 20% 40% 60% 80% 100% 120% 0 2,000 4,000 6,000 8,000 2004 2005 2006 2007 2008 2009 2010 2011 B2B 平台总收入 Mil RMB 经营性现金净额 Mil RMB 收入增速% 毛利率% 0 1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,000 0 200,000 400,000 600,000 800,000 1,000,000 2004 2005 2006 2007 2008 2009 2010 2011 国内外付费商家总计（家） ASP （ 元/ 年） 2009 1210 6 B C 2003 6800 1999 17 B C C2C SARS C2C eBay 2004 5 2009 1210 7 IT IT 2005 7% 20% 2008 1000 60% 1688 Alibaba B2B 2005 82% B 105% 7.4 2003 2007
