親愛的阿里巴巴股東們：
這是我的第二封信，我們在上市之旅已經相伴兩年。
上市那一天，我對大家說過：「我們融到的不是錢，而是信任」。兩年過去了，全球經濟步履艱難，悲觀與希望並行。阿里巴巴也經歷了前所未有的磨礪和挑戰，這所有一切的一切，從未讓我們忘記你們的信任以及我們的責任和承諾。
兩年來，我們的團隊交上了一份出色的答卷：2016財年我們平台上的交易額已經跨過了3萬億人民幣的里程碑，成為全球最大的零售經濟生態；移動端對我們中國零售業務的收入貢獻在上市前的財年是個位數，上個季度已經超過了75%；移動商業化水平超越了PC，阿里巴巴也已經成為世界上最大的移動經濟體；年度活躍買家超過4.3億，幾乎每3個中國人中就有一個人在我們的交易平台上消費。而阿里雲、數娛業務、創新業務，也逐個地爆發出巨大的活力…
但是我們要做和在做的，遠遠不止是幫助買家賣家把交易搬到網上，更不止大家今天在談論的互聯網廣告，我們正在構築的是未來商業的基礎設施，包括交易市場、支付、物流、雲計算和大數據，這幾個元素正在賦能商家與企業。
我們要做的也不僅是讓商家與互聯網連結，而是以雲計算和大數據為基礎讓商家與未來的商業模式相連結。為了這個使命，八年前我們開始了阿里雲的戰略投入。今天，阿里雲不僅承載了中國35%的網站並為之提供雲計算和大數據的服務，而且也已經成為一家技術先進、產品豐富、名列世界前三的雲計算公司。 阿里雲使得我們通過技術讓所有平台上的商家——無論它們本身的規模如何——都能看到經營效率提升和成本下降的革命性的巨大空間。
如同歷史上每一次技術革命一樣，前二十年技術革新，後三十年應用革命。未來三十年，數據作為新能源，計算作為新技術，會先後引發新零售、新金融、新製造和新文化的變革。
而電子商務只是變革的先聲。衝擊傳統產業的不是電子商務，而是互聯網。互聯網是一次偉大的技術革命，它必定像那時電的到來一樣衝擊各行各業，甚至比電更加猛烈。電子商務只是把握並用好了互聯網的技術和理念，產生了一種適應互聯網數據時代的商業模式。
在今天，電子商務本身也正在變成一個陳舊的概念，未來三十年，我們將會迎來線上，線下，物流數據供應鏈相結合的新零售。純電商企業也會面臨巨大的挑戰。當電子商務變成「傳統商業」時，我們希望為未來打造的是新經濟成長的基礎設施。在新的基礎設施上，商家和企業的經營方式正在發生根本的改變。如今每天都有超過6百萬的企業在我們提供的手機「千牛」工作平台上管理生意，我們不僅僅是幫助企業拿定單促銷售，而更是立足於幫助企業提升管理發展的水平和效率。
我們還期望阿里巴巴基礎設施不僅幫助中國的企業，而且也會超越國界給全世界的企業帶來增長。過去兩年，我們也看到了一股全球化的逆流。但是我相信根源是在全球化自身的不完善。阿里巴巴思考和構建了作為未來商業文明築基的五大基礎設施：交易市場、支付、物流、雲計算和大數據——服務於全世界中小企業和普通消費者的全球化。而我個人出任聯合國特別顧問一職，和阿里巴巴推動EWTP寫入Ｇ20政策文件，僅是我們所做諸多努力之一。
阿里巴巴是一家努力為社會解決問題的公司。二十年後，我們希望能夠服務全世界20億消費者，賦能1000萬家贏利的企業，創造一個億的就業機會。這是一次新的，更艱難的開始。
與你們一起走過的這兩年，令我對這個新的開始充滿信心，令我更加堅信這一次數據技術革命會給年輕人和中小企業帶來更加公平的機會，更加堅信世界會因為我們的努力變得不一樣…此時此刻，這個未來的場景已經在我面前展開。在我的內心，比我創業之際，還要激動萬分…
「讓天下沒有難做的生意」！！！
馬雲
阿里巴巴集團董事局主席
2016年10月13日
出處 : http://bit.ly/2e397fJ
Letter to Shareholders from Executive Chairman Jack Ma
Dear Alibaba Shareholders,
On the day of our IPO in September 2014, I said
that what was important was not the money that we raised, but what that money
represented: the trust and confidence of investors around the world. Since that
day, the global economy has struggled, oscillating between hope and despair.
Alibaba Group also experienced many trials and tribulations, but we never forgot
the trust you placed in us to live up to our responsibilities and keep our
promises.
Over the last two years, the Alibaba team has
produced outstanding results. In fiscal year 2016, we continued to build out the
world’s largest retail ecosystem. Gross merchandise volume transacted on our
China retail platforms surpassed an unprecedented RMB 3 trillion. In the fiscal
year prior to our IPO, mobile revenue accounted for a single-digit percentage of
total revenue from our China retail marketplaces; in our most recent quarter,
mobile contributed more than 75% of total revenue. Our mobile monetization rate
now exceeds that of the desktop, making Alibaba Group the largest mobile
commerce company in the world. We have more than 430 million annual active
buyers, which means one out of every three individuals in China has made a
purchase on our retail marketplaces. Additionally, our cloud computing business,
digital media and entertainment businesses, and the strategic bets we have made
on innovative, emerging technologies are demonstrating strong growth that we
believe will be sustainable for years to come.
We’re proud of our accomplishments, but we want
to do far more. We are not merely trying to shift buy/sell transactions from
offline to online, nor are we changing conventional digital marketing models to
squeeze out a little additional profit. We are working to create the fundamental
digital and physical infrastructure for the future of commerce, which includes
marketplaces, payments, logistics, cloud computing, big data and a host of other
fields.
Supported by the twin pillars of cloud computing
and Big Data, our goal is to empower merchants with the ability to transform and
upgrade their businesses for the future. Eight years ago, we began to
strategically invest in Alibaba Cloud in order to fulfill this mission. Today,
Alibaba Cloud hosts 35% of total websites in China while also providing clients
with cloud computing and big data services. Alibaba Cloud is a company with
cutting-edge technology and an extensive range of products and now ranks among
the world’s top three cloud computing companies. Most importantly, Alibaba Cloud
seeks to enable all businesses, large and small, to benefit from the greater
operational efficiency and lowered costs that cloud computing can
provide.
The widespread adoption of cloud computing is
important, yet it is just a piece of a larger picture that we see coming into
focus. Throughout history, technological disruptions have followed similar
trajectories: 20 years of technological disruption followed by 30 years of
further rapid change as new technologies are applied throughout society. The
internet revolution is a historical inflection point, much like when electricity
was introduced, and it may have an even greater impact. Over the next 30 years,
with computing power as the new “technology breakthrough” and data as the new
“natural resource,” the landscape of retail, financial services, manufacturing
and entertainment will be transformed.
Our traditional e-commerce business is already
undergoing rapid change and progress. In the coming years, we anticipate the
birth of a re-imagined retail industry driven by the integration of online,
offline, logistics and data across a single value chain. With e-commerce itself
rapidly becoming a “traditional business,” pure e-commerce players will soon
face tremendous challenges. This is why we are adapting, and it’s why we strive
to play a major role in the advancement of this new economic environment. We
already see meaningful changes taking place today in the operations of our
merchants’ businesses. For example, every day, more than 6 million businesses
currently use our merchant mobile app, called Qianniu, which helps them improve sales and marketing, as
well as enhance overall management quality and efficiency.
We hope to not only help businesses in China,
but also extend our reach so we can help companies all over the world to grow.
Over the past two years, we have seen growing resistance to globalization due to
the uneven distribution of its benefits. We believe, the commerce infrastructure
we have created in China– marketplaces, payments, logistics, cloud computing and
big data, all working in concert–can be applied on a global scale to lift up
small and medium businesses and ordinary consumers around the world. The
personal privilege of becoming a special advisor to the United Nations on youth
entrepreneurship and small businesses, and advocating for the successful
inclusion of eWTP (electronic world trade platform) into the official G20
Leaders Communiqué issued at the Hangzhou Summit are among our many efforts to
make a difference on this front.
Alibaba is a company aiming to help solving
social problems. In 20 years, we hope to serve 2 billion consumers around the
world, empower 10 million profitable businesses and create 100 million jobs.
This will be an even more difficult journey than the one behind us.
Sharing these past two years with you has
inspired hope and confidence about the future. It has reinforced my belief that
digital disruption will bring us closer to a level playing field for young
people and small businesses. It has reinforced my belief that perseverance will
make the world better. I can already see this future unfolding, and I am more
excited today than I was when I started Alibaba seventeen years ago…
Let us make it easy to do business
anywhere!
Jack Ma
Alibaba Group Executive Chairman
10.13.2016
Alibaba Group Executive Chairman
10.13.2016
