Alibaba: The Four Major Trends Of E-Commerce In 2016

One screen to multi screen; online to offline; physical to digital, service; China to the global, urban to rural areas.

In such a change, in fact, we can see the whole development of e-commerce, the whole business and the process of Internet, we see a few very important trends today.

The first is that we have moved from PC to wireless.

Wireless is just a terminal. Today when we go to the wireless to see a change, the whole combination of Internet business is moving from one end to many ends. This is the first change I have ever seen.

The second trend is O2O, which we talked a lot about.

This is actually "online and offline integration", online to offline or offline to the line.

Today, the whole process of Internet commercially is not who kills or who wins, who loses.

We think that people in the traditional offline business think less about the Internet than they do. They are more eager to try to embrace the Internet and how to use the Internet to pform themselves.

Today, from the online perspective, we are also striding to the bottom line to help them pform the whole business, so the integration of online and offline is the second aspect we can see.

Third, the development of electronic commerce will be from today's commodities that we are good at, and we will move towards digital goods and service goods in a large scale.

Our platform, how we from a Taobao, Tmall in the past dominated by physical goods, how to do good service products, how to do more digital products, this is to see a huge market today.

In the past year, we will definitely lose three trillion, but the vast majority of three trillion are commodities that we are all familiar with today. We have bigger service and digital commodity markets. We are still very few penetration. How can we use wireless tools and wireless experience to help consumers and serve consumers well? In these new areas, we see new changes.

Finally, we all say that the Internet has no boundaries. Without borders, we are unswervingly moving from home to international, moving from cities to rural areas to rural areas. This is a very important strategic step for our electricity supplier next year. It is the core part of our entire business.

So we can see several changes in this way.

These areas are what we are exploring now, or are still relatively limited, or some of which have just started. This is our huge blue ocean. How can we lead the entire business to the vast blue ocean?

Last year's double 11, in fact, the most typical point is a process of creating demand, using data discovery to create the process of stimulating demand.

Today, in our electricity business, how can we not only meet the needs of today's users, but also be able to creatively bring demand.

Talking about so many big trends, the changes we see tell us why we must change.

I think what the future prescriptions are, what exactly do we do, especially our Taobao Tmall students, students from our service system and students of related systems, are concerned about a problem.

There is no universal prescription in the world. It is certain that the medicine will get rid of the disease. But here I will give you four directions. This is the four direction that our whole team must work together.

First, we must focus on the consumer experience.

I think we should go back to the most fundamental thing, the consumer experience.

I want to be every member of the electricity supplier, especially everyone of us is a consumer. I said, the core of this year's service is to return to our service and return to our service.

I think the first step in our whole development of Taobao and Tmall is to return to our user experience.

User experience problem we focus on our after-sales experience service, after sale service, including a part of logistics experience above, this is the first problem we have to face.

Today, the electricity supplier has developed so much. There are so many electronic business websites in the market. Actually, we all know that there are things that consumers of these websites have ever bought from Taobao. I can assure you that 80% and 90% have been here.

The question is why we can't keep them, or why we can't let them spend more consumption on our platform. This is what we need to find out from the root of user experience.

Second, we must focus on the development of Amoy and our development. It is very important that we should do all we can to prosper our ecosystem.

This is the hope that our entire team will have to pay special attention to the new year's planning.

Today, we operate Taobao, operate Tmall, operate our entire platform, what is the most difficult thing? We are not running a business, we are running an "economy".

This is the most difficult and difficult thing we can do. We can not solve the specific problem entirely by western medicine.

Of course, these problems are solved by surgery in the short term, but the key is whether they will grow out after the tumor is turned off or whether they will grow out of the body.

The health of the whole economy and the input of businessmen are the key to the whole economy.

In the process of organization upgrading, we also reorganized the business sector.

We must think of this problem from the perspective of empowerment merchants.

So in the prosperous ecosystem, we used to talk about buyers and sellers on Taobao.

In fact, as we all know, there are a lot of new roles behind the buyers and sellers, and there are lots of new opportunities coming into being, all of which are brought about by the power of this ecosystem.

Just like I recently talked to Yang Guo, including Chiang fan, how can we make this new ecosystem such a new type of role or species be able to put Taobao as the main business position? This is what we are talking about today.

We can not just focus on the two fixed terms of buyers and sellers.

Behind the buyers, there are a large number of service providers and a large number of providers of knowledge economy, which can contribute to this ecosystem in the middle.

How can we design a mechanism so that these people can take our market and our platform as their main business instead of just a link to arrive and make a deal.

This is a great opportunity. In fact, such opportunities exist in many places. But how can we seize this opportunity to build the prosperity of our entire ecosystem?

Third, empowering businesses.

The construction of our entire platform is still going back to the Enable business to serve consumers. Instead of saying that we are very strong, we have a very strong technical team. We have a very good data team. We can do a lot of good recommendations to consumers, many, many good tools, and many good searches.

And these over the past one or two years have proved our ability, we can do it well.

But can we go further? Can we empower businesses to manage their own plots, and we can help businessmen define and help him plan for the development of new plots.

Today, I define this private land simply as a few things. The first is whether we can manage a good businessman to run his store well.

In the wireless era, can we allow businesses to have enough tools to run their wireless stores? Can we allow businesses to have enough tools to support their customers to run the most important part of their data?

How can we help businesses to establish a broadcasting and subscription mechanism for micro Amoy?

How can we help businesses to use such tools as Wangwang and make good use of tools such as news channels? This is the whole top-level design and product planning, and the most important thing behind this is how to use data to empower businesses and do these things well.

Only by allowing these businesses to have these tools will we be able to make our entire ecosystem sustainable and prosperous. Otherwise, we will be able to manage millions of businesses to do business for him.

The core of the whole ecosystem is our business, because there are hydroelectric coal. Because of these tools, they can do many things for themselves. They can get the driving force of development and find opportunities for business. They can bring about new businesses through a very practical 123. This is a very important platform for us.

Last, how can we upgrade our consumption? There are several popular words today, one is consumption upgrading, the other is supply side reform.

Consumer escalation, we as every consumer has personal feelings.

The most precious thing on our platform today is three to four hundred million consumers in a year.

Nearly four hundred million of users are shopping here.

In fact, we have done a lot of things to meet their needs today, but we have to ask ourselves, especially our technical team, our algorithm team, our recommendation team. First, how can we meet the needs of consumers today? Second how can we use the data to creatively guide and discover new needs and meet demand? On the one hand, creating demand is another aspect.

So we have a lot of work to do today around our focus experience, the prosperity of the ecosystem, the empowerment business and the upgrading of consumption.

If you listen to me here, you may ask if you are talking too much, what can I do?

I think all of you are managers. What I like to do now is propositional composition. When we do the new year's planning to sort out what you are doing today and what you will do in the future, we need to have a ruler. We need to mark why we do it. Why do we have to make such a plan? This general ruler is to confirm what exactly we are going to do in the four sentences.

As we all know, on the scale of tens of millions of dollars a day, especially the Amoy little two, it is clear that what we can bring to our activities today will bring us a better look at the day's figures, but what we can't see, and how many consumers do not see, because the experience is not good and the next time we do not come, this is our blind spot today. We are very used to saying that we focus on a big activity, we can have activities, and we must have various levels of activities every year, but we need to have different levels of activities every year, but we need to plan better, rather than direct promotions and concessions that we bring behind such activities every day, to bring about our so-called paction growth. Only by starting from these four aspects, constantly cultivating our soil and making businesses more prosperous, can our whole ecosystem become more prosperous today.

I think I have seen a very important starting point and a potential point. What are our users?

How can we help businesses operate well and operate well, its members and users, in fact, every business has operated its users well, in fact, this platform has been operating well to some extent.

This is what we all need to think about in the future.

I think every team of us should think about what value we can give consumers besides discount. Apart from giving us discount tools to businesses, can we give him other tools to enable him to run a good consumer? I say, the following people will smile, this is the problem we are facing every day, but the key to the solution is how we work together to design the economic mechanism of this ecosystem in our hands, so that consumers can really upgrade their consumption and let businesses do their ability to run consumption. This key is in our hands.

The next question I want to talk about is wireless. This is a very important and prominent issue. Why do I want to talk about the wireless issue today? Why is it that today, all of our Taobao and Tmall are in the main position of operation? Today, our mobile phone Taobao is facing two things in the future when it completes the first step of e-business wireless. I think the first thing that matters is whether we can pass a good product design in 2016 this year, and through good business planning and role design, let us Taobao, let our Tmall's business 2 and operation two be able to operate on the wireless front.

Otherwise, I think Taobao Mobile has become the Taobao of our wireless team, not the whole Taobao, Tmall, and business team. It is a focal point for us today. This is also the problem we must face after the pformation of mobile phone Taobao and the rapid development of its mobile station.

Today, on our mobile phone Taobao, we have positioned ourselves as a super APP. We have done a lot of good products, but we find a problem. All of these products, our business side are rarely able to intervene in the operation. We have done a lot of data driven, product design oriented products, this is the wireless characteristics, I think it is correct.

But we have to have all business teams to have operational positions.

Including our entire design, the business team must be very clear about the backbone of our entire design and how we can operate.

For example, micro Amoy, micro scouring should not be just a front line for business operation, but also a position for all our independent business operations. Whether it's big business or laughing business, as long as branding business can be used as a position for operation, such as Taobao headlines, such information products, if it is positioned as the main category of information products, then the source of information is

Besides the headline team, can our other business teams produce such a source of content.

For example, we made a very good list of products in double 11, and we will improve it immediately.

Priority, but the core of the list is content. How can we let all our business teams understand that today is not the operation category, it is the operation list, the operation theme, and the operation micro detection. I think this is the problem that we must focus and solve in depth in the future.

Only in this way can our business have the starting point, and only in this way can we meet the wireless characteristics, and the traffic should be self generated and operational.

We should encourage businesses to operate their private space. At the same time, we should encourage all business teams to create private wireless space on the wireless network, run the business's own traffic, and run the accounts of the red people themselves. I think only in this way can such a small cell phone screen carry the expectations of our big room.

Second, a very important question of our entire wireless network. In fact, we have a dream. We want to go from the earliest shopping to shopping guide to the community.

As we all know, the group has done a lot of social experiments, and now, when it follows the principles of the product itself, some things grow up, such as nails.

In the electricity supplier, we have successfully done a lot of shopping guide products today, but how can we go to social networking? We are not going to do a social interaction with others. We are not going to be a community known by others.

We don't need to have a community Tab in hand. DAU is very high here. This is a way to measure the success of the community, but a very important thing is whether we can make the whole wireless and whole hand panning more community-based.

I think only in this way can our team and our content supply mechanism play a role in order to make the whole hand panning more prosperous.

In particular, we take the whole wireless stuff out as a part to tell you, this is too critical for everyone, and in this middle, it is also a requirement for our wireless team, because in fact, everyone has become flagship, you must let all units go to war on the flagship instead of a small sampan on the side. We have a very prestigious flagship in front, which is definitely not.

This is the challenge and opportunity we face today on wireless.