On May 31, the new research report of China Merchants Securities showed that Alibaba is accelerating its globalization strategy. Among them, the international station business continues to improve the platform’s high-quality supply capabilities, and realizes the matching of multiple business opportunities through digital supply, which provides opportunities for high-quality manufacturers and improves the efficiency of buyers’ selection. The long-term development prospect is broad, and investors are advised to pay attention to it.
According to the analysis of the research report, the global layout of Chinese merchants and brands is accelerating. Alibaba has carried out a multi-format, multi-platform and multi-brand layout in many places around the world, and has continuously accelerated the construction of overseas digital business systems and basic service capabilities to meet the needs of various merchants. and globalization needs of brands.
The global e-commerce platform is developing rapidly, and the trend of online transactions in the cross-border foreign trade industry is remarkable. China’s export and foreign trade are large in scale and fast in growth, and the structure is shifting to high value-added industries. The epidemic has boosted the penetration rate of global e-commerce, and the five-year compound growth rate of global e-commerce has reached 19.2%. With the rapid development of global e-commerce platforms, the online transaction of cross-border foreign trade has become a definite trend. At the same time, China’s export scale has maintained a high growth rate. In 2021, China’s total export trade will reach 3.36 trillion US dollars, a year-on-year increase of over 30%. Under the influence of the tightening economic policy environment, high freight rates and high prices drive exports to high value-added industries, and Chinese manufacturing has been upgraded from traditional manufacturing to digital intelligent manufacturing. China’s foreign trade exports are entering an era of high gross profit and high profit.
The merchants of Ali International Station have broad development space in many core advantageous categories. The core advantageous categories represented by new energy have gradually formed a blue ocean market, and the core merchants have both manufacturing and service advantages. From the perspective of category trends, renewable energy, building materials, machinery, beauty and sports entertainment are the categories with the fastest growth in the transaction volume of Alibaba International Station in March New Trade Festival, and industries that reflect the advantages of China’s manufacturing are forming a new blue ocean market. . From the point of view of merchants, core merchants have advantages in both production and service. Green manufacturing, digital production and flexible supply chain are the core competitiveness of merchants, and efficient overseas after-sales service is the standard for merchants to win the market.
“Alibaba International Station provides merchants of different types and industries with various services in different layers and scenarios, and continues to improve the platform’s high-quality supply capabilities, build powerful merchants, and serve to protect the minds of buyers. At the same time, through digital supply, it realizes the matching of multiple business opportunities and scenarios. , while providing opportunities for high-quality manufacturers, it improves the efficiency of buyers’ selection. We are optimistic about the long-term development prospects of Ali International Station, and we recommend investors to pay attention. “
Earlier, Alibaba’s financial report showed that its overseas market consumers had a net increase of 64 million, breaking the 300 million mark. In terms of international wholesale business, the transaction volume of foreign trade small and medium-sized enterprises on the Alibaba International Station platform increased by 46% year-on-year. In terms of revenue structure, compared with traditional Internet advertising and marketing, the revenue from digital value-added services in the supply chain increased by 38% year-on-year, making it the fastest growing business segment. This means that the upgrading and transformation of Alibaba International Station from matching transactions to a full-link service platform for digital foreign trade has entered a period of acceleration, opening up new space for small and medium-sized merchants to further improve efficiency and growth in cross-border trade.
Leifeng.com
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