September 23-24, 2019 Hangzhou, China

AliExpress - International Retail

Platform
WANG Mingqiang, President of AliExpress
 What is
01 AliExpress 02 What is 03 What is the

UNIQUE about FUTURE for AliExpress

AliExpress
2
 57 Cross-Border B2C Export Platform
The Leading 4 9
68 5 1
US$ 10 79 60 %+ 200
BN+
21 M+
8 71 3 +
Annual Paid
32 82
Annual Active Consumers(1) Age under 35 years old(2) Countries & Regions(1)
GMV(1)
9 1
43 93
Notes:
1. For the twelve months ended August 31, 2019.
2. Age of AliExpress users for the twelve months ended August 31, 2019.
3
 Diverse Countries and Categories
Top 10 Countries By
GMV(1) Popular Categories in Top 10 Countries(2)

Russia Russia Spain France Poland Brazil

Spain France Poland Brazil Mobile Phones Vacuum Cleaners Dresses Mobile Phone Cases Quartz
& Covers Wristwatches

USA UK USA UK Netherlands Israel South Korea

Netherlands Israel South Korea
Hair Bundles Lace Wigs Diamond Painting T-Shirts Remote Control
with Closure Cross Stitches Toys
Notes:
1. Countries ranked by GMV for the last twelve months ended August 31, 2019.
2. One of the top three categories by GMV in each country in August 2019.
4
 What is
01 AliExpress 02 What is 03 What is the

UNIQUE about FUTURE for AliExpress

AliExpress
5
 Core Elements of AliExpress
VALUE PROPOSITIONS BUSINESS ELEMENTS

Value for Broad Product Supply Operation Governance Infrastructure Technology

Money Selection

6
 Offer Value For Money Products

Shortened Supply Chain 42.6℃

CASE Highest Temperature in Europe(1)

WholesalerExporterImporterWholesalerRetailer STUD
Manufacturers Traditional Supply ChainConsumers Y +450% YoY
Small Fans GMV Growth(2)

Notes:
1. On July 25, 2019.
2. Small fans GMV YoY Growth comparing May 1 - July 31 of 2018 to 2019 in France.
7
 Broad ProductCool
Selections for Different Lifestyles
Party Decoration For Family In Italy

1,000+
Euros
CASE
STUDY 7+
Meters High

5
Days Delivery

8
 Most Powerful Supply Chain

The Only Country Covering 2.5+ Billion

Product listings(4)
All Manufacturing Industries
Notes:

1. People's Daily Online, 'China remains world’s largest producer, consumer, exporter of consumer electronics' (2019) 8.7+ Million
90% 90% 80% 75%
2. China Chamber of Commerce for Import & Export of Light Industrial Products and Arts-Crafts (2018).
3. Economist, ‘China is still a toy-manufacturing powerhouse’ (2017) .
4. Number of product listings and sellers on Alibaba’s China Retail Marketplaces for the last twelve months ended June 30, 2019. Sellers & Manufacturers(4)
9
 Empower Sellers With Efficient Operations

Interactive Live
Branded Store
Stream In-App Feeds
Operations

168% MoM 10Mn+

Interactive
(1)
UV/Day Store Video Views Per Day(2)
Growth

Notes:
1. Average unique visitors per day in August 2019 compared to July 2019.

2. On the Mid-Year-Shopping Festival on June 18, 2019.

10
 Connect Brands & Sellers With Global Consumers

Global Milan/Kraków France Spain Poland

Shopping Festival 11.11 Fashion Week Influencers Gathering Cruise O2O Experience Plaza Store Influencer Factory Visits
11
 World-Class Platform Governance

1000+ 150+ 96%

Alibaba Anti-Counterfeiting
Models & Rules of Takedown Requests were
Alliance Members(2)
In Risk Control Engine(1) Handled within 24 Hours(1)

Notes:
1. Alibaba Intellectual Property Protection Annual Report (2018).
2. As of September 2019.
12
 Global Logistics Network Connects The World

Robust Global Supply Chain

Network
Global Shipping + Supply Chain + Last Mile Network
Flexible Combinations Smart Operations
Different Country, Category, Price Tier Smart Customs Clearance Platform
Solutions
13
 Global Payment Network Supports Buyers & Sellers
Global Payment & Settlement Networks
Clearing center Clearing center Clearing center

38 51
(United States) (Luxembourg) (China)

Local Countries that can

Payment Pay
Channels(1) in Local Currency(2)
Clearing center
(Singapore)

Notes:
1. Payment channels of AliExpress as of August 31, 2019.
2. Local currencies available on AliExpress as of August 31, 2019. 14
 Powered by Alibaba Advanced Technology

Real-time Translation
across 18 Country-specific Global Big Data
Languages(1) Personalization Real-time Processing
By Machine Learning By Cloud Computing Technology
By Natural Language
Processing
Note:
1. As of August 31, 2019. 15
01 What is 02 What is 03 What is the

AliExpress UNIQUE about FUTURE for AliExpress

AliExpress
16
 Future for AliExpress

GLOBAL SUPPLY CHAINS WORLD to WORLD SIGNIFICANT GROWTH

OF GLOBAL SELLERS
Europe, South East Asia, …

2017 2018 2019 2020 2021 2022 2023 2024 2025

17
International Retail Platform
19