27 September 2016

Developments concerningMarket Places & International Sales

eCo

mm

erce

ret

rosp

ecti

ve

Percentage of population that bought items/services online from 2007 to 2015

Percentage of population that bought items/services online in 2015

20

15

at

a gl

ance

Enterprises selling online (at least 1% of turnover)O

nlin

e en

terp

rise

s

EU M

arke

t

On

line

mar

ktp

lace

s

Marketplace Year Launched

2015 GMV* 2014 GMV GMV Year-Over-Year Growth Rate

No. of Sellers

No. of SKUs

Amazon 1999 $223,600,000,000² $173,000,000,000² 22.6% 2,000,000 365,000,0003

eBay 1995 $78,100,000,000 $79,600,000,000 -1.9% 25,000,000 5,000,000

Etsy 2005 $2,390,000,000 $1,350,000,000 23.8% 1,600,000 35,000,000

* SKU = Stock keeping unit

Source: Internet Retailer

Alib

aba

• Net revenue in million yuan

• 1 yuan = 0.149923 U.S. dollars

• Total amount of approximately 13.08

billion U.S. dollars.

Annual eCommerce revenue

Alib

aba

• Displayed in millions

Active Alibaba online buyers

Pro

s an

d c

on

s

- Customer acquisition costs- Greater market exposure - Fulfillment

- Marketplace customers vs own customers- Control of offer- Market place competition

27 September 2016

Thank you!