Ma Yun: Ali Criteria Can Not Be Confused With The Electricity Supplier.

Though the position is still tough, Alibaba Alibaba chairman Ma Yun led Ali's compromise and change to the market. Alibaba released the 1st Anniversary annual report on listing. Data show that Ali 2015 fiscal year GMV (annual turnover total) $394 billion. At the same time, Ma published an open letter to shareholders. He said that the electricity supplier is only the first step in the overall strategy of Ali, and the future development direction will be globalization, rural market and big data cloud computing.

This is not an official annual report, but it is still thought-provoking. The annual report shows that GMV accounted for 9% of China's total retail sales in fiscal year 2015. Among them, 350 million were active buyers, 289 million were active mobile users, and revenue was $12 billion 300 million, an increase of 45% over the same period last year.

Ma Yun's open letter says that many people confuse Ali with other electronic retail companies, and therefore use Ali's GMV growth rate as a criterion for judging Ali's mode. In fact, the narrow sense of the electricity supplier is only part of today's Ali strategy, and Ali is pursuing an open, transparent and collaborative business infrastructure platform. For example, Ma said that as of the end of June, Ali group had 34 thousand employees, of whom less than 10 thousand employees were involved in the "China retail market" and GMV, and half of them were engaged in Internet banking. Big data Cloud computing, mobile Internet and other businesses, and ten years later, data technology based health and digital entertainment business. Ma Yun believes that the current slowdown in China's economy will not affect Ali. "China's economy will generate several truly great enterprises from the world in the process of quantity adjustment to quality, and Ali hopes to be one of them."

Attracting social security funds and other state assets into the board is an excellent move for Ali. Alibaba products appear in every corner of the public, proving that Ali's development strategy is correct. Mr Ma's initiative shows strong correlation with the company's recent negative news. The 1st Anniversary largest share of the world's largest IPO record has been listed in the roller coaster market. The market value has reached $about 280000000000 at the highest market value, but now it has fallen below the issue price and has shrunk by nearly half of its market value. Behind Mr Ma's emphasis on GMV is a huge gap from Jingdong's GMV growth.

Coincidentally, the controversy about Taobao is also constantly coming out. Despite ceaselessly shutting down suspected shops, many sellers complain, but the US clothing And the footwear association still remain unattached to Ali. To this end, Ali set up a special department to fight against bills, counterfeiting and other acts.

Verbal toughness can not hide the change of Ali, which also reveals Ma Yun's wisdom. Ali has been changing frequently over the past year. In order to get closer to the political center, Ali launched the "double home" and moved some of its headquarters functions to Beijing. In August, Ali carried out strategic cooperation with a sum of about 28 billion 300 million dollars. And then restart the word-of-mouth network with the ants' gold clothing, and strive to make life O2O field. Alibaba also made adjustments in personnel matters. In March, Wang Yulei was relieved from the post of president of Tmall Tmall and was "unified management" by Taobao president. Subsequently, Zhang Yong succeeded Lu Zhaoxi as CEO. In August, Mike Evans, former vice chairman of Goldman Sachs, was appointed president and executive director of the group, responsible for global business.