141、【阿里研究院】24张PPT解读农村电商普惠发展.pdf

1、Rural E-commerce Adventure in ChinaHongbing GaoVice President of Alibaba Group&Director of AliResearchApril 26,2017电子商务，不断拓展新经济的版图E-commerce is rapidly expanding the territory of new economySource:AliResearch2005200920072010201120122013201420152016200320041999eWTP阿里零售体的裂变之路The evolution of Alibaba r

2、etail ecosystem3万亿电子商务新起点RMB 3 trillion the new journey of e-commerceSource:Stores,Deloitte,AliResearch全球250强零售商排行榜(2015财年)Global top 250 retailers(2015 fiscal year)交易额突破3万亿时间 Time to exceed the transaction amount of RMB 3 trillion13 years 53 years0200040006000阿里巴巴零售平台与沃尔玛销售额比较Alibaba retail ecosyst

3、em vs Walmart沃尔玛（国际）沃尔玛（美国）阿里零售平台亿美Alibaba retailecosystemWalmart USWalmartinternational沃尔玛近年销售额持平Walmart sales growth flattenedNamesGrowth rateFormat Sales(100 million USD)中国农村发展滞后于城市The development of rural China lags the urban counterpart2.7X 城镇居民人均收入是农村的2.7倍 The average income in urban Chinais 2

4、.7 times of the rural counterpartSource:China National Bureau of Statistics42.6%中国有42.6%的人口居住在农村 42.6%of Chinas population lives in rural area农村遇到电子商务，会擦出怎样的火花？What will happen when rural China meets e-commerce?中国江苏睢宁被电子商务改变的村庄E-commerce has transformed Suining,Jiangsu,ChinaGenevaSuiningBeijing800KM

5、10,000KM沙集三剑客传奇The Three E-commerce Musketeers in Shaji,Suining年轻人回乡创业2006年，在江苏省睢宁县沙集镇东风村，三位年轻人孙寒、夏凯、陈雷尝试通过电子商务创业。低成本起步发现线下模式的投入成本高、发展时间长、风险巨大，因此将电子商务做为第一选择。通过天猫和淘宝平台，直接对接消费者。草根裂变式发展越来越多的村民看到开网店的好处，纷纷放下锄头。目前村里90%以上的年轻人都选择回乡开店，有资金的都和孙寒一样投资建厂；资金不足的，就从邻居家的工厂里进货、开网店售卖，全村开起上万家网店。Young people returned hom

6、e to start businessesIn 2016,H.Sun,K.Xia and L.Chen returned to hometown and started e-commerce business.Low e-commerce investment They found the disadvantages of the off-line channel,such as high initial investment,long cash flow cycle and high market uncertainty.On the Tmalland Taobao platforms,th

7、ey directly reached consumersRapid development of grassroots entrepreneurship Currently,90%of young people open factories or open e-stores.Source:AliResearch电子商务，让睢宁经济产生质的飞跃E-commerce has created the new economic landscape in Suining20102016EquipmentLogistics0.313.620102016睢宁电子商务交易额（人民币十亿）Suining e-

8、commerce sales(RMB billion)Source:AliResearch数控机床CNC machine简易设备Simple equipment 电商物流园 1.5万平Logistic park 15K sq.km.简易物流Simple logistics 36,900个网店 online stores83家物流企业 logistics providers200,000就业创造job opportunities were created320212780131120092013201420152016淘宝村星星之火，可以燎原Taobao Village has sparked

9、the next wave of rural development in China淘宝村数量#of Taobao Villages Online retail sales of Rural China in 2016RMB 894.5 billion 中国商务部数据显示：2016年，中国农村网络零售额达8945亿元.淘宝村：电子商务年交易额达到1000万元以上的村庄Taobao Village:the minimum annual e-commerce sales is RMB 10 millionSource:AliResearch农村电商释放农村购买力E-commerce has un

10、leashed purchase power in rural China Rural Taobao delivery vehicle 2亿农民网上行200 million rural population now has access to internet in China中国人口13.74亿中国网民7.31亿中国手机网民6.95亿农村网民2.01亿全球人口73亿全球网民32亿全球智能手机21亿Source:China National Bureau of Statistics农村淘宝“想得到，买得到”Farmers can buy almost whatever they want on

11、 Rural Taobao农村淘宝销售十大品类大家电农用品女装汽车汽车零件手机男装手机充值卡清洁用品家具 在贵州省松桃县落塘村，村民们集资购买了18米长的龙舟，用于端午龙舟比赛 Farmers in Luotang village,Songtao county,Guizhou bought a 18-meter dragon boat for festival racingSource:AliResearch电商让农村和城市居民，享受相同的购物实惠E-commerce enables rural residents to shop with the same price as in citie

12、s 20%电商比农村线下渠道购物价格低20%E-commerce is 20%cheaper the rural off-line channels 在福建省尤溪县下川村，村民们购买了3座凉亭，安装到村里的公园，网购节省约一半费用 Pavilions with the half price compared with the off-line priceSource:AliResearch 2015年4月15日，是贵州铜仁江口县云舍村92岁村民杨初学的生日。儿媳妇曾金钗通过“农村淘宝”网页下单，花5000元购买意大利美食套餐。A daughter-in-law in rural Guizhou

13、ordered through Rural Taobao the Italian dinner set with RMB 5,000 to celebrate her 92-year-old farther-in-laws birthday 案例：农村老人开洋荤Case:a 92-year-old farmers encounter with Italian dinnerSource:AliResearch“千县万村”计划：用3至5年，阿里巴巴投资100亿元，建立1000个县级服务中心和10万个村级服务站，突破物流和信息的瓶颈，实现“网货下乡”和“农产品进城”。“1,000 counties&

14、100,000 villages program”:Alibaba invests RMB 10 billion to build 1,000 county service stations and 100,000 village service stations within 3-5 years in order to break the bottlenecks of logistics and information.Finally realize two-way goods flow between urban and rural.截至2016年12月，农村淘宝与合作伙伴建立的农村电商服

15、务站覆盖约500个县（市）、近28000个村庄。By December 2016,there are 500 county services stations and 28,000 village service stations.“千县万村”计划，实现“网货下乡”和“农产品进城”“1,000 counties&100,000 villages program”targets to boost trades between urban and rural China3-5年3-5 years100亿元RMB10 billion1,000个县级服务站1,000 county service st

16、ations10万个村级服务站100,000 village service stationsSource:AliResearch电商消贫E-commerce fights poverty以货币帮扶为抓手，解“近渴”Mainly use monetary assistance 以电子商务为抓手，赋予创新发展能力，营造生态，建立新农村商业模式Use e-commerce as enabler to build innovation capability and create rural business ecosystem输血模式Old approach造血模式New approachSource:AliResearch利用电商平台，销售本地特色，建立可持续发展的农村商业模式Sales of local-made goods through e-commerce platform nurture sustainable rural business model2016年，在阿里巴巴零售平台，超过280个国家级贫困县全年网络零售额达到1000万元，其中40多个贫困县超过1亿元。In 201