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Alibaba Group

David BaumgartDirector Government Relations Alibaba

DACH, Eastern Europe and Turkey

to make it easy to do business anywhere

Founded in 1999 by 18 entrepreneurs led by Jack Ma, a former English teacher from Hangzhou, China.

The founders set out to help entrepreneurs, with th e belief that the internet could level the playing fi eld and unleash the potential in the country.

Alibaba aims to build the future infrastructure of commerce and be a company that lasts 102 years.

The early Alibaba team working out of Jack Ma’s apartment in Hangzhou in 1999.2

Alibaba, the world's largest retail commerce company

US$ 485Bn annual GMV in 2016 fiscal year

+10M active sellers

Annual active buyers: 434 million / 200 countries

Cainiao Network: 42 million deliveries daily (averag e)

>1Billion product and service listings

March 31st 2016: RMB 3Trillion Milestone

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Making history every 11 th November…

In 2015, $14.3 billion sold in 24 hours, +60% growt h on 2014

• 467 Million packages generated

• 69% sold on mobile

• Guinness World Records in sales: Milk, Nuts, Honey, Apples, Cars, Cellphones, TVs and Watches

• 232 countries participated

• 1/3 of all sales were from international brands

• At its peak, we processed 140,000 transactions per second

2015: $14,3 billion

2009: $8 million2010: $140 million2011: $750 million2012: $3 billion2013: $5 billion2014: $9,2 billion

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China’s rural population now has access

Our marketplaces provide China’s 600 million rural citizens with access to goods from around the world.

We are currently building 1,000 county-level rural service operation centers, and 100,000 village-level rural service centers to better facilitate rural delivery services throughout China.

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Our Platforms – Our Ecosystem – Our Business

Core Commerce Mobile Media & Entertainment Local Services

Payment & Financial Services

Logistics

Marketing services Data Management Platform

Cloud Computing

OTT

Tickets

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By 2020 China will be the largest market in the world for imported e-commerce goods

$21 B

$245 B

2014

2020e

Steiff / Brita Water Filter

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eWTP: Electronic World Trade Platform

Enabling the future of commerce Connecting SMEs and consumers globally –

empowering both

Leveraging technology to create worldwide, borderless

free trade

Accelerating globalization and promoting inclusive

growth

Creating prosperity for all

Our Mission

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w w w . a n t g r o u p . c o m

About Alipay & Ant Financial

Ant Financial Ecosystem

WealthManagement

Payment Loan, Invest,Banking

CloudComputing

InsuranceCredit, Security,

Risk Control

Ant Financial is dedicated to using technology to provide inclusive financial services

to individuals as well as small and micro enterprises. We believe financial services

should be simple, low-cost and accessible to the many, not the few.

Most regularly used payment methods for residents

of tier 1-3 cities

0% 30% 60% 90%

Alipay

现金

信用卡

借记卡

微信

网上银行

银联闪付

QQ钱包

JD支付

Apple Pay

其他

ratio of respondents

tie 1 cities tie 2 cities tie 3 cities

Source: FT Confidential Research

Multiple-choice questions with a maximum of three

possible answers

Social platforms

Financial services

Life services

One million merchant resources

Fixed TermYu’e Bao

Ant HuabeiZhima Credit

Love Pay Lucky Money

Friends

Mobile Top-Up

Utilities

Transfer

City Service

Restaurants

Entertainments Shopping

Travel & Leisure

Alipay is a must-have APP for Chinese users’ daily life as

a Super APP, which covers a wide range of functions.

Alipay App now is a Lifestyle Super App

Koubei

Ant Loan My Insurance

Movies Go Dutch

We’re always imagining new ways and seeking solutions

In 2015, more than 500,000 restaurants, 40,000 supermarkets & convenient stores,

over one million taxis and 300 hospitals all over China support payments with Alipay.

500,000

RESTAURANTSSUPERMARKET /

CONVENIENT STORES

40,000

TAXIS

1m+

HOSPITALS

300

Source: Alipay database

$83.60

9,23

$260.00

32,04

0,0

75,0

150,0

225,0

300,0

Txn Amount Txn counts

2014 2015

2015 Double 11 International Online Shopping Festival

(unit: mn)

+211%

+247%

Shoppers from

90%+countries and

regions of the worldparticipated

43,000+ overseas

online merchants participated

Source: Alipay database

Offline shopping festival

2014.12.12 (Double 12)

Alipay created an offline shopping festival in 2014, more than 200 hundred

offline stores and 100 brands participated in the event. It was the first time

Chinese consumers could shop without cash and credit card.

2015.12.12 (Double 12)

From China to Global, 30,000+ merchants from 12+ countries and regions

participated.

China outbound tourists reached in 2015

Overall spending had increased to

120M

$215B

Trend of Alipay Outbound Users Consumption

As of 2015 July, the added up number of Alipay

outbound users reached 80,000,000+(confidential),

increased by 414% compared with 2014 on a year-

on-year basis.

Global Merchant Network

Global Merchant Network

Duty Free Shop

Convenience Stores

Global Travel

Big Box Retailers

Global Digital Services

Food Chains

Fashion Retailer

Duty Free Shop

w w w . a n t g r o u p . c o m

Alipay is a SUPER APPThe best way to reach millions of Chinese users

Targeted Marketing by Alipay

With Alipay’s marketing and resources, you can reach a wide range of users, with precise and targeted approaches.

BIG DATA

SOCIAL MEDIA

ONLINE TRAVELCOMMUNITY

Alipay App

Traffic Entrance

Target

Your Users

Complete

the Deal

Data

Alipay

Marketing Platform

Traffic

Acquisition

1Boost your presence and

connect with customers

Build Your Deal2

Search, purchase and redeem

coupons on-the-go

Payment3

Easy-to-use in-app paymet

Data4Learn about customers and

monitor your marketing data

QR Payment

Provide best imagefor customers beforethey coming

All perspectivesincludingenvironment, shop,product, etc. in yourhand

App demonstration: Payment

Push notification upon arrival

An almost real-time notification willbe pushed to the user upon arrivalbased on the user’s geolocation (LBS)

Reach your target audience

Cross Marketing with Alipay Merchant Network

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