Financial Data and Key Metrics Changes - The company reported a revenue increase of 15% year-over-year, reaching $2.5 billion [1] - Net income rose by 10% to $500 million, resulting in a net profit margin of 20% [1] - Earnings per share (EPS) increased to $1.25, up from $1.10 in the previous quarter [1] Business Line Data and Key Metrics Changes - The technology division saw a revenue growth of 20%, contributing $1.2 billion to total revenue [1] - The consumer products segment experienced a decline of 5%, generating $800 million [1] - The services sector reported stable growth of 8%, with revenues of $500 million [1] Market Data and Key Metrics Changes - North American market revenue increased by 18%, accounting for 60% of total sales [1] - European market showed a modest growth of 5%, contributing 25% to overall revenue [1] - The Asia-Pacific region experienced a decline of 3%, representing 15% of total revenue [1] Company Strategy and Development Direction and Industry Competition - The company plans to invest $300 million in R&D to enhance product innovation and maintain competitive advantage [1] - Strategic focus on expanding market share in North America and Europe while addressing challenges in the Asia-Pacific region [1] - Increased competition from emerging players in the technology sector is prompting the company to accelerate its digital transformation initiatives [1] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the overall market recovery and expects continued growth in the technology sector [1] - Concerns were raised regarding supply chain disruptions and inflationary pressures impacting costs [1] - The company anticipates a stable growth trajectory for the next fiscal year, projecting a revenue increase of 12% [1] Other Important Information - The company announced a dividend of $0.50 per share, reflecting a commitment to returning value to shareholders [1] - A share buyback program of $100 million was also approved to enhance shareholder value [1] Q&A Session Summary Question: What are the key drivers for growth in the technology division? - Management highlighted increased demand for cloud services and AI solutions as primary growth drivers [1] Question: How does the company plan to address the decline in the consumer products segment? - The company is focusing on product redesign and marketing strategies to rejuvenate the consumer products line [1] Question: What measures are being taken to mitigate supply chain risks? - Management mentioned diversifying suppliers and increasing inventory levels as strategies to mitigate risks [1]

2月7日，阿里巴巴2024财年Q3营收2,603.5亿元人民币，预估2,612.5亿元人民币，上年同期2477.6亿元。 财报显示，本季度，速卖通AliExpress订单强劲增长60%，阿里国际电商收入增长44%，连续6个季度超出市场预期。财报显示，速卖通的强劲增长主要由Choice所带动。2024年1月，Choice订单约占速卖通总订单量的一半，持续实现订单高速增长。 财报显示，菜鸟集团本季度营收284.76亿元人民币，同比增长24%。跨境物流依然是菜鸟强劲的增长动力。本季度，菜鸟跨境物流旗舰产品“全球5日达”能力覆盖至10个国家，订单实现三位数环比增长。菜鸟经调整EBITA为9.61亿元人民币。 在这一季度，本地生活集团继续保持稳健有力增长：由饿了么健康增长和高德高速增长所带动，本地生活集团订单同比增长超过20%，年度活跃消费者环比持续增长、超过3.9亿，用户年消费频次同比也呈现强劲增长。 聚焦“公共云优先”战略，阿里云收入质量和盈利能力持续提升，经调整EBITA同比增长86%。 值得留意的是，阿里巴巴美股盘前拉升，现涨超3%。 ...

| --- | --- | --- | --- | |-----------------|--------------------------|--------------|------------| | 2022 \n人民幣 | 2023 \n人民幣 | 美元 | % 同比變動 | | | （以百萬計，百分比除外） | | | | 150,099 | 156,326 | 22,018 | | | 3,114 | 4,689 | 660 | | | (2,773) | (3,950) | (556) | | | (72) | 2,744 | 387 | | | (9,085) | (6,614) | (932) | | | (1,660) | (655) | (92) | | | | (6,342) | (893) | | | | | | | | 132,090 (7,779) | 146,198 (3,290) | 20,592 (463) | | | (1,680) | (1,849) | (261) | | | 122,631 | 141,059 | 19,868 | | | (23,285) | (1 ...

据彭博报道，阿里巴巴集团正在考虑出售旗下百货和购物中心运营商银泰商业。 彭博称知情人士透露，阿里已经接触了几家公司以了解他们对收购银泰的兴趣。甚至在蔡崇信 2023 年接替张勇出任阿里董事会主席的时候，阿里大概就启动了出售谈判。就在上个月，阿里还与一家潜在买家进行了协商。 知危就相关消息联系阿里以及银泰商业方面求证，但截至本文发布，双方公关部门均未有任何回应。 01 阿里此前刚辟谣要出售饿了么，现在紧接着有消息称其要出售银泰商业，一方面说明市场对于这个互联网旧王如何转身足够关心，另一方面也说明，阿里在牌桌上 “ 可卖品 ” 的资产实在是多。  2023 年 12 月末，阿里巴巴在宣布淘天集团 CEO 换帅的那封全员信中，表示了集团正在筹建阿里巴巴集团资产管理公司。  在那场 “ 1+6+N ” 的集团组织大变革中，阿里把 “ 1 ” 定位为投资控股公司，对于各个具体业务都下放到了业务集团层面，阿里集团层面的主要功能只剩管理好集团的资产和资金。  阿里如何通过适当增持或减持资产来提升集团资产组合的质量和价值，以及如何分拆上市或出售来释放公司多领域业务的价值一直是大家热衷于去探讨的问题。  现在，银泰出售的消息， ...

智通财经APP获悉，2月1日，据媒体报道，阿里巴巴(09988)正考虑出售旗下百货和购物中心运营商银泰商业，并已与多间潜在收购公司接洽。据报，这一讨论在蔡崇信接任重要职务前后便已开始。若此次出售成真，或表明该公司正在重新评估多年来的“新零售”战略。新零售旨则在实现线上和线下无缝连接的购物体验。 据悉，银泰在中国拥有100多家商店和购物中心。2017年，阿里巴巴以约198亿港元的价格将银泰商业私有化。当前，阿里巴巴正聚焦于核心业务和云服务等领域的发展。银泰商业的潜在出售，或成为该战略调整的一部分。 去年12月下旬，小摩就曾发布研究报告称，成立资产管理公司预示着阿里潜在加快非核心资产货币化或处置。该行认为阿里拥有的线下零售资产，如高鑫零售(06808)、银泰商业、苏宁、红星美凯龙(01528)、联华超市(00980)等可能会被货币化或出售。截至2023年12月20日，阿里持有的这些线下零售资产的市值总计达20亿美元。另预计此举带来的财务影响包括以降低未来收入为代价，提高投入资本回报率；提高利润率；不太可能显著增加利润；收回现金。该行认为，有了更多现金，阿里可能会提高对股东的资本回报，例如回购和派息。 ...

2023年底，阿里巴巴“古早”业务1688突然成为“重头戏”，尤其宣布正式布局跨境业务的消息，一度引发电商圈讨论。 2023年11月中旬，阿里财报分析师电话会上，阿里总裁吴泳铭明确将1688、闲鱼、钉钉、夸克四款产品，作为集团第一批战略级创新业务，1688和闲鱼升级为淘天集团的一级业务。 三天后，1688跨境“寻源通”计划发布会召开，1688跨境业务正式亮相，1688总裁余涌披露了一系列相关数据。 他表示，1688平台拥有100万的源头厂商，2023年1~11月，跨境注册买家数同比增长76%，跨境注册买家数超594万，跨境动销品超过1.3亿，平台跨境采购规模近2000亿元，其中每年采购金额超1000万元的跨境大买家超过1000家。 “1688早就有跨境业务，平台整个销售额里大概1/4是跨境（产生）的。”2024年1月，余涌在接受媒体采访时提到。 自1999年成立至今，1688扎根中国1000个产业带，沉淀了100个百亿规模产地，货源供给了几乎国内所有电商平台，跨境电商平台也不例外。特别是“一件代发”业务，实现了很多个体户的电商创业梦想，即使自己没有供应链等后端履约能力，借助1688也能开网店。 1688官网 ...

感谢IT之家网友 华南吴彦祖、都一样 的线索投递！ IT之家 12 月 23 日消息，阿里巴巴公布 2024 财年中期报告（截至 2023 年 9 月 30 日止六个月），实现收入 4589.46 亿元，同比增长 11%；经营利润 760.74 亿元，同比增长 52%；归母净利润 620.38 亿元，同比增长 2748%；摊薄每股收益 3.01 元，同比增长 2849%。 IT之家注意到，淘天集团收入同比增长 8%；出海业务表现强劲，阿里国际数字商业集团收入增长 47%，菜鸟集团收入增长 29%；本地生活集团收入增长 22%，大文娱集团收入增长 21%。 截至 2023 年 9 月 30 日止六个月，菜鸟集团收入增长 29%，经调整 EBITA 实现 17.83 亿元；中国互联网电商用户总时长提升，淘宝 DAU 和用户时长同比增长 7%。 广告声明：文内含有的对外跳转链接（包括不限于超链接、二维码、口令等形式），用于传递更多信息，节省甄选时间，结果仅供参考，IT之家所有文章均包含本声明。 ...

Financial Performance - Revenue for the six months ended September 30, 2023, was RMB 458.95 billion (USD 62.90 billion), representing an 11% year-over-year increase[3]. - Net profit attributable to ordinary shareholders was RMB 62.04 billion (USD 8.50 billion), compared to a net loss of RMB 2.17 billion in the same period of 2022, primarily due to a decrease in fair value losses on equity investments and increased operating profit[4]. - Operating profit for the same period was RMB 76.07 billion (USD 10.43 billion), reflecting a 52% year-over-year increase[17]. - Free cash flow increased by 46% year-over-year to RMB 84.31 billion (USD 11.56 billion), compared to RMB 57.88 billion in the same period of 2022[5]. - Adjusted EBITDA for the six months was RMB 101.29 billion (USD 13.88 billion), a 20% increase year-over-year[17]. - Diluted earnings per American depositary share were RMB 24.08 (USD 3.30), a significant increase from RMB 0.10 in the same period of 2022[18]. - Non-GAAP diluted earnings per share were RMB 4.13 (USD 0.57), reflecting a 34% year-over-year increase[18]. - The operating margin improved to 17% from 12% year-over-year, indicating enhanced operational efficiency[20]. - The company reported a significant increase in net cash flow from operating activities, amounting to RMB 94.54 billion (USD 12.99 billion)[5]. - The adjusted EBITA for the period was RMB 88.22 billion (USD 12.09 billion), representing a 25% year-over-year growth[17]. Revenue Breakdown - Revenue from China's retail business for the six months ended September 30, 2023, was RMB 202,388 million (USD 27,739 million), an increase of 8% compared to RMB 186,859 million in the same period of 2022[28]. - International wholesale business revenue for the same period was RMB 10,518 million (USD 1,442 million), up 5% from RMB 10,035 million in 2022, driven by growth in value-added services related to cross-border business[31]. - Cainiao Group's revenue increased by 29% year-over-year to RMB 45,987 million (USD 6,303 million) for the six months ended September 30, 2023, primarily due to growth in cross-border logistics fulfillment solutions and domestic consumer logistics services[32]. - Cloud Intelligence Group reported revenue of RMB 52,713 million (USD 7,225 million), a 3% increase from RMB 51,391 million in the same period of 2022, driven by the consolidation of Alibaba's businesses[34]. - For the six months ended September 30, 2023, the revenue from China's retail business was RMB 54,066 million (USD 7,410 million), an increase of 14% compared to RMB 47,557 million in the same period of 2022[50]. - The international retail business revenue for the six months ended September 30, 2023, was RMB 36,116 million (USD 4,950 million), representing a 66% increase from RMB 21,732 million in the same period of 2022[52]. - The local lifestyle group's revenue for the six months ended September 30, 2023, was RMB 30,014 million (USD 4,114 million), a 22% increase from RMB 24,512 million in the same period of 2022[53]. Cost and Expenses - The company's operating costs for the six months ended September 30, 2023, were RMB 282,011 million, representing 62% of total revenue, a decrease from 64% in the same period of 2022[39]. - Product development expenses for the six months ended September 30, 2023, were RMB 24,683 million (USD 3,383 million), accounting for 5% of revenue, down from 7% in the same period of 2022[40]. - The general and administrative expenses for the six months ended September 30, 2023, were RMB 16,705 million (USD 2,290 million), accounting for 4% of revenue, down from 5% in the same period of 2022[62]. - Sales and marketing expenses for the six months ended September 30, 2023, were RMB 52,532 million (USD 7,200 million), maintaining 11% of revenue, consistent with the same period in 2022[86]. Profitability Metrics - The adjusted EBITA for the six months ended September 30, 2023, was RMB 96,396 million (USD 13,212 million), a 6% increase from RMB 90,854 million in the same period of 2022[51]. - The adjusted EBITA for the local lifestyle group showed a loss of RMB 4,546 million (USD 623 million), an improvement from a loss of RMB 6,162 million in the same period of 2022[54]. - The adjusted EBITA for the entertainment group for the six months ended September 30, 2023, was a loss of RMB 138 million (USD 19 million), significantly improved from a loss of RMB 1,269 million in the same period of 2022[57]. - The adjusted EBITDA for the six months ended September 30, 2023, was RMB 101,289 million (USD 13,883 million), a 20% increase from RMB 84,425 million in the same period of 2022[67]. - The net profit for the six months ended September 30, 2023, was RMB 59,696 million (USD 8,182 million), a significant improvement from a net loss of RMB 2,169 million in the same period of 2022[99]. Cash Flow and Investments - The net cash flow from operating activities for the six months ended September 30, 2023, was RMB 94,537 million (USD 12,957 million), a 17% increase from RMB 80,981 million in the same period of 2022[79]. - Free cash flow for the six months ended September 30, 2023, was RMB 84,309 million (USD 11,556 million), a 46% increase from RMB 57,882 million in the same period of 2022[79]. - Cash flow used in investing activities for the six months ended September 30, 2023, was RMB 11,166 million (USD 1,530 million), primarily due to increases in other financial investments and capital expenditures[104]. - The net cash used in investing activities for the six months ended September 30, 2023, was RMB 11,166 million (USD 1,530 million), a decrease from RMB 35,755 million in the same period of 2022[117]. Shareholder Information - The company repurchased approximately 7% of its shares for employee incentive plans, maintaining a 33% equity stake in Ant Group[98]. - The total cash dividend for the fiscal year 2023 is approximately USD 2.5 billion, with a dividend of USD 0.125 per ordinary share or USD 1.00 per ADS[105]. - The diluted earnings per share for the six months ended September 30, 2023, was RMB 3.01 (USD 0.41), a growth of 2,849% from RMB 0.10 in the same period of 2022[77]. - The non-GAAP diluted earnings per ADS for the same period was RMB 33.00 (USD 4.52), up 34% from RMB 24.64 in the prior year[101]. Assets and Liabilities - The total liabilities as of September 30, 2023, amounted to RMB 641,544 million (USD 87,931 million), reflecting an increase from RMB 630,123 million[116]. - The total equity as of September 30, 2023, was RMB 1,159,718 million (USD 158,953 million), compared to RMB 1,113,063 million as of March 31, 2023[116]. - As of September 30, 2023, the total assets of Alibaba Group amounted to RMB 1,811,590 million, an increase from RMB 1,753,044 million as of March 31, 2023, representing a growth of approximately 3.34%[143]. - The total current liabilities slightly decreased to RMB 389,810 million from RMB 385,351 million, indicating a marginal increase of 1.2%[143]. - The total equity attributable to shareholders was RMB 982,140 million as of September 30, 2023, reflecting a decrease from RMB 1,113,063 million, indicating a decline of about 11.8%[152]. Strategic Focus and Future Outlook - The company is focusing on new product development and market expansion strategies to enhance its competitive edge in the industry[148]. - Future guidance indicates a continued emphasis on technological innovation and potential mergers and acquisitions to drive growth[148]. - The company is focusing on expanding its market presence and enhancing product development strategies[154]. - Future guidance indicates a cautious outlook due to market conditions and competitive pressures[154]. - The company acknowledges various risks, including geopolitical tensions and regulatory uncertainties, that could impact its performance[134].

Financial Data and Key Metrics Changes - Alibaba Group reported its September quarter 2023 results, with specific financial metrics to be discussed in detail during the call [1] Business Line Data and Key Metrics Changes - Detailed performance across various business lines will be provided in the management's prepared remarks [1] Market Data and Key Metrics Changes - Insights into market performance and key metrics will be shared during the conference call [1] Company Strategy and Development Direction and Industry Competition - The company’s strategic direction and competitive landscape will be addressed in the management's comments [1] Management's Comments on Operating Environment and Future Outlook - Management will provide insights on the current operating environment and future outlook during the call [1] Other Important Information - Additional important information will be highlighted in the prepared remarks and Q&A session [1] Q&A Session All Questions and Answers Question: What are the key highlights from the September quarter results? - Specific highlights and metrics will be discussed in the Q&A session following the management's prepared remarks [1]

我們在此發佈截至2023年6月30日止的三個月（「2023年六月底止季度」）未經審核 業績公告。本2023年六月底止季度未經審核業績公告可於香港聯交所網站 www.hkexnews.hk 及我們的網站www.alibabagroup.com 閱覽。 阿里巴巴集團 2023 年 6 月份季度業績公告 業績概要 • 經營利潤為人民幣 424.90 億元（58.60 億美元），同比增長 70%。若不考慮下述「6 月份季 度其他財務業績」所指的股權激勵費用撥回人民幣 69.01 億元（9.52 億美元），經營利潤將 同比增加 43%。經調整 EBITA（一項非公認會計準則財務指標）同比增長 32%至人民幣 453.71 億元（62.57 億美元）。 • 經營活動產生的現金流量淨額為人民幣 453.06 億元（62.48 億美元），相較 2022 年同期的 人民幣 338.69 億元增長 34%。自由現金流（一項非公認會計準則財務流動性指標）為人民 幣 390.89 億元（53.91 億美元），相較 2022 年同期的人民幣 221.73 億元增長 76%。 自截至 2023 年 6 月 30 日止季度起，我們採用新的 ...