Cloud Services and Technology - Alibaba Cloud is the largest public cloud service provider in China, with a market share based on 2022 revenue[5][14]. - As of March 31, 2023, Alibaba Cloud provides cloud computing services in 28 regions globally[6][13]. - In fiscal year 2023, Alibaba Cloud served 55% of China's A-share listed companies, indicating a strong market presence[11]. - Alibaba Cloud launched its latest large language model, Tongyi Qianwen, in April 2023, which will be integrated into all business applications within Alibaba's ecosystem[3][10]. - The Chinese public cloud services market accounted for only 0.2% of China's GDP in 2022, indicating significant growth potential[5]. - Alibaba Cloud's services support various industries, including business, financial services, and industrial sectors, enhancing digital transformation[6][11]. - The company continues to invest in self-developed technologies and industry-specific solutions to attract reputable clients[11]. - The new generation cloud-native database PolarDB significantly enhances transaction and query throughput compared to other open-source relational database management systems[43]. - The large-scale distributed data analysis platform processes hundreds of petabytes of data daily, enabling the development of AI solutions and deeper data insights for business and cloud customers[44]. - The company has integrated various AI technologies across its ecosystem to enhance consumer experience and operational efficiency, including personalized search results and intelligent customer service[45]. - The company is building IoT infrastructure compatible with its cloud computing solutions, applicable in various sectors such as digital retail and smart cities[46]. - The company operates highly efficient data centers globally, utilizing advanced distributed architecture and innovative cooling technologies, achieving superior energy utilization rates[40]. Media and Entertainment - DingTalk, Alibaba's smart collaboration and application development platform, reached 23 million daily active users among paid users in March 2023[15][16]. - Youku, Alibaba's leading online video platform, saw a 13% year-over-year increase in total viewing time on mobile[15]. - Youku's total subscription revenue grew by over 15% year-over-year, driven by increased average revenue per user and original content[15]. - Alibaba Pictures participated in the production and distribution of 26 films in the 12 months ending March 31, 2023, with 12 films ranking in the top 20 box office during the same period, including "The Wandering Earth 2" and "The Moon Man"[19]. - Lingxi Interactive Entertainment ranked fourth among global game publishers in total revenue in the China mainland market (iOS App Store) for the fiscal year 2023[20]. Environmental Sustainability - The company achieved a measured reduction of 22.907 million tons of CO2 equivalent emissions in the fiscal year ending March 31, 2023[51]. - The net emissions from the company's own operations (Scope 1 and 2) were 4.681 million tons of CO2 equivalent, a year-on-year decrease of 12.9%[51]. - The carbon intensity of the value chain (Scope 3) decreased from 9.2 tons of CO2 equivalent per million RMB to 8.7 tons per million RMB[51]. - The company aims to achieve carbon neutrality in its own operations by 2030, including Scope 1 and 2 emissions[51]. - The company is committed to driving cumulative carbon reductions of 1.5 billion tons by 2035 through its ecosystem[51]. - The company launched the "88 Carbon Account System" to promote environmentally friendly behaviors among consumers, engaging 187 million consumers, 409 brands, and 1.91 million products[51]. - The company reduced emissions by 1.419 million tons of CO2 equivalent in the fiscal year 2023, compared to 620,000 tons in fiscal year 2022[51]. Corporate Governance and Compliance - The company emphasizes consumer protection by requiring merchants to sign service agreements and pay deposits to safeguard consumer interests[23]. - The company is committed to protecting intellectual property rights and combating counterfeit goods through collaboration with global brand owners and government agencies[23]. - The company has established a three-tier ESG governance framework to oversee its various brands, platforms, and services[53]. - The sustainable development committee is responsible for identifying and assessing ESG opportunities and risks[53]. - The company is focused on enhancing consumer privacy protection and data security as foundational elements of its business strategy[53]. - The company is committed to improving corporate governance structures in response to regulatory changes, enhancing accountability and transparency[160]. - The company is required to implement a comprehensive rectification plan and submit self-assessment and compliance reports to the State Administration for Market Regulation for three consecutive years[143]. - The company must enhance internal controls and compliance to maintain fair competition and protect the rights of platform merchants and consumers[143]. Market Performance and Financial Outlook - The company reported a revenue of $67 million for the fiscal year 2023, reflecting a significant growth compared to the previous year[98]. - User data showed an increase in active users by 15% year-over-year, reaching a total of 1.5 million active users[98]. - The company provided guidance for the next fiscal year, projecting a revenue growth of 10% to 15%[98]. - The company reported a significant increase in revenue, achieving a total of $XX billion, representing a YY% growth year-over-year[100]. - The company reported a significant increase in revenue, with a total of RMB 120 billion for the last fiscal year, up from RMB 100 billion the previous year, representing a 20% growth[102]. - The company anticipates further growth, projecting a revenue increase of 15% for the upcoming fiscal year, aiming for RMB 138 billion[103]. - The company reported a revenue increase of 6% year-over-year for the fiscal year 2023[166]. - User data showed a growth in active users by 15% compared to the previous year, reaching a total of 1.2 million active users[166]. - The company provided a revenue guidance of $1.5 billion for the next fiscal year, representing a 10% increase from the current year[166]. Regulatory Environment - The company is facing competition from major internet companies, e-commerce firms, and cloud service providers in both domestic and international markets[56]. - The company’s operations in China require various licenses and approvals, which may not be obtained in a timely manner, potentially leading to fines and other regulatory liabilities[61]. - There is uncertainty regarding compliance with Chinese laws and regulations, which may affect the company's future operations and financial performance[64]. - The company operates in a complex legal and regulatory environment, particularly in China, which may impact its business operations and financial performance[67]. - The company is subject to periodic reporting and disclosure requirements under the U.S. Securities Exchange Act, with annual reports submitted on Form 20-F[130]. - The company is currently under investigation by the State Administration for Market Regulation regarding antitrust issues, with an expected conclusion by January 2025[120]. - The company is involved in ongoing litigation and regulatory investigations, including a probe by the SEC regarding potential violations of federal securities laws[183]. Strategic Initiatives and Investments - The company is exploring potential acquisitions to strengthen its market position, with a budget of $10 million allocated for this purpose[98]. - The company is investing $2 million in research and development for new technologies aimed at enhancing user experience[98]. - The company is exploring market expansion strategies, targeting an increase in operations within the Asia-Pacific region, aiming for a 25% growth in that market segment[103]. - The company is considering strategic acquisitions to enhance its product portfolio, with a budget of $300 million allocated for potential deals[166]. - The company is investing in new technologies, allocating $EE million towards R&D to enhance product offerings and improve user experience[161]. User Engagement and Satisfaction - Customer satisfaction ratings improved to 90%, indicating a strong positive response to recent product updates[98]. - The company reported a 25% increase in gross margin, reaching 45% for the fiscal year 2023[98]. - The company aims to improve operational efficiency, targeting a 10% reduction in costs by the end of the fiscal year[108]. - The company is focusing on sustainable consumption, providing diverse and responsible options for consumers[51]. - The company is committed to enhancing its core international capabilities, including logistics and payment, to provide differentiated experiences in strategic markets[189].

阿里雲 作為一家雲計算產品公司，阿里雲一直致力於雲計算、大數據和人工智能（AI）核心技術的研發， 推動算力普惠和 AI 普及。通過近期推出的一系列舉措，我們旨在進一步擴大公有雲客戶數量及用雲 規模，並利用生成式 AI 加速發展的契機帶動各類模型訓練和服務所需要的高性能算力的增長，為阿 里雲的長遠發展構建更健康、更可持續的增長動力。 生成式 AI：今年 4 月，阿里雲推出其最新的大語言模型（LLM）通義千問。在不久的將來，我 們計劃將新的大語言模型融入阿里巴巴生態體系內所有的業務應用程序中，進一步提升用戶體 驗。為了讓企業客戶能夠從人工智能驅動的創新中獲益，阿里雲將在雲上讓客戶接入通義千 問，並幫助他們為自己的業務場景開發定制化的大語言模型。自從該模型發佈以來，我們已經 收到來自各行業的超過 20 萬企業用戶申請接入通義千問的測試請求。 產品定價：阿里雲最近已經採取多項行動，使計算更普遍和普惠。我們宣佈一個新的主售實例 系列，在成本節省高達 40%的同時提供相同水平的穩定性。針對現有產品，我們宣佈降低一些 核心實用產品，包括計算、存儲、網絡和安全產品的價格，最高達 50%。我們相信這些舉措將 有助客戶提升在中國 ...

| --- | --- | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------| | | | | 香港交易及結算所有限公司及香港聯合交易所有限公司（「 香港聯交所 負責，對其準確性或完整性亦不發表任何聲明，並明確表示概不會就本公告全部或任何部分 內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 | 」）對本公告的內容概不 | | | ...

| --- | --- | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------| | | | | 香港交易及結算所有限公司及香港聯合交易所有限公司（「 香港聯交所 負責，對其準確性或完整性亦不發表任何聲明，並明確表示概不會就本公告全部或任何部分 內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 | 」）對本公告的內容概不 | | ...

公 財富 畑 鉄 園 業 田 田 里 I 阳 阿里巴巴 阿里巴巴集團控股有限公司 紐交所代碼： BABA 港交所代號： 9988 0 財政年度報告 O Filoza I 酵臭 甲 灰 告 目錄 2 我們的使命 3 我們的願景 5 我們的價值觀 6 我們充滿活力的文化與人才 8 2022財政年度回顧 10 「數」說阿里 12 超越賽事的雲端技術 14 董事會主席兼首席執行官致股東的信 21 業務概覽 114 管理層討論與分析 168 董事、高管及員工 187 主要股東及關聯交易 204 給股東的其他資料 217 免除與豁免 219 風險因素 285 釋義 294 財務報表 380 進一步資料 我們的使命 為了支持小企業發展，我們的創始人創辦了本公司。我們相信互聯網能夠創造公平的環境，讓 小企業通過創新與科技拓展業務，並更有效地參與中國及國際市場競爭。我們堅信專注於客戶 需求並為其提供解決方案（不論客戶是消費者、商家或是企業），最終將引領我們的業務走向 成功。在數字時代，我們通過幫助我們的客戶和商業夥伴利用數字技術的力量來實踐我們的使 命。我們已經打造了一個由技術驅動的龐大的生態體系，使參與者能夠在我們的平台上創 ...

| --- | --- | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------| | | | | 香港交易及結算所有限公司及香港聯合交易所有限公司（「 香港聯交所 負責，對其準確性或完整性亦不發表任何聲明，並明確表示概不會就本公告全部或任何部分 內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 | 」）對本公告的內容概不 | | 我們 ...

阳 同公 别 南 贸 ஐ 奥 奥 中 中 里 第 中 中 里 第 中 中 里 2 (B) 阿里巴 图 阿里巴巴 奥 團 控 股 有 限 公 司 - 紐交所代碼：BABA 港交所代號：9988 財政年度報告 0 € 00 赌 到 平 如 棋 I SOZ 笛 142 董事、高管及員工 197 風險因素 164 主要股東及關聯交易 259 釋義 16 業務概覽 182 給股東的其他資料 266 財務報表 94 管理層討論與分析 195 免除與豁免 359 進一步資料 目錄 2 我們的使命 3 我們的願景 5 我們的價值觀 6 我們充滿活力的文化與人才 8 2021財政年度回顧 10 「數」說阿里 12 董事會主席兼首席執行官致股東的信 我們的願景 我們的使命 為了支持小企業發展，我們的創始人創辦了本公司。我們相信互聯網能夠創造公平的環境， 讓小企業通過創新與科技拓展業務，並更有效地參與中國及國際市場競爭。我們堅信專注於 客戶需求並為其提供解決方案（不論客戶是消費者、商家或是企業），最終將引領我們的業務 走向成功。 我們已經打造了一個龐大的生態體系，使參與者能夠在我們的平台上創造並分享價值。 同時，我們的決策以長期使 ...

阿里巴巴集團控股有限公司 紐交所代碼：BABA 港交所代號：9988 2021財政年度中期報告 ALIBABA GROUP HOLDING LIMITED 阿里巴巴集團控股有限公司 截至2020年9月30日止六個月的 中期報告 解釋性說明 阿里巴巴集團控股有限公司（「阿里巴巴」或「我們」）根據香港上市規則第13.48(1)條編製 截至2021年3月31日止財政年度首六個月的本中期報告（「中期報告」）。作為根據香港上 市規則第19C章在香港聯交所上市的發行人，我們獲豁免遵守香港上市規則附錄16中有 關中期報告的內容要求。 有關我們的業務及相關風險的更多資料，請參閱我們於2020年7月10日在香港聯交所網 站刊發的截至2020年3月31日止財政年度的年度報告（「年度報告」）。務請留意，年度報 告中所載的資料為截至年度報告日期止的最新資料，且除適用法律所規定者外，我們不 承擔任何更新年度報告的責任。 本中期報告所使用但未界定的詞彙應具有年度報告中所賦予相等的含義。 本中期報告包含若干人民幣金額兌換為美元及港元的財務數據，僅為方便讀者。除另有 註明外，人民幣兌換為美元的所有折算均按人民幣6.7896元兌1.00美元的 ...