How Was The Ecosystem Of Alibaba Established?

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Concept listed companies.

In September, it was still some time before the Alibaba's annual biggest activity "double eleven". The IPO roadshow on the other side of the ocean has just been sung. Executives of investment banks, underwriters and Alibaba are still immersed in the subscription application of $20 billion for 3 minutes. In a factory area in Guangzhou, Tmall seller Li Bo has entered a busy preparatory stage.

In the early August of each year, Li Bo began to prepare for the "double eleven". In addition to stocking, he also made detailed plans for drainage, marketing, warehousing, staffing and capital preparation.

"In the last 3 years, the value of each year's stock is above 50 million."

The listing of Alibaba is far away and close to him. He laughs, "I hope he will be listed as soon as possible. If we have money, the platform can develop better, and it can also give back the seller more quickly."

As a seller, his most direct consideration is "profit".

"No one would doubt that Ma Yun was the best business giant in China in the last 10 years."

In his view, under Ma's strategic thinking, Alibaba's "platform" model built in 15 years is the best e-commerce mode for Alibaba.

"He does not do physical operations, does not do logistics, does not sell, he just built an ecosystem, so that everyone can play inside, the external loop to make it do its own, and there is no substantive input, but the return is not low."

He thanked Ma Yun for his sales revenue from 65%-70% in the past year.

"In previous years, this proportion is even higher."

But he also believes that the prosperity of today's ecosystem of Alibaba is closely related to the payment of sellers.

"Alibaba is essentially an Internet advertising company."

Li Bo estimates that the 10%-15% of sales per year is used to cover all kinds of expenses of Alibaba, such as advertising fees and Tmall's deduction.

Alibaba roadshow PPT shows that in 2013, the world's ten largest e-commerce platform trading volume, Alibaba ranked 248 billion in the first place, twice as high as the 116 billion dollar in the second place Amazon.

In the Alibaba's latest prospectus, it first revealed the total amount of G M V separately calculated by the two platforms of Taobao and Tmall.

In fiscal year 2014, Taobao's total G M V was 1 trillion and 172 billion yuan, and Tmall's total G M V was 505 billion yuan.

In contrast, the total paction volume of Jingdong mall in 2013 is 125 billion 500 million yuan, that is, Tmall's current volume is equivalent to 4 Jingdong.

It is 9 times that of Jingdong.