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Recently, Alibaba.
Publication of financial statements for the first quarter.
The revenue was 205.5 billion, basically flat. This difficult answer sheet is a drop in the bucket for the once brilliant Alibaba. But it is of great significance to the entire electrical industry market.
As long as you do it carefully, no matter how bad the industry environment is and how many difficulties there are, the company still has the ability to make revenue. I believe that Alibaba's success depends mainly on the diversification and focus of its businessUser experienceThese two aspects. Since the first quarter of this year, the epidemic has been bombarded in many places.
The epidemic in the customer's place is over, and the goods can be shipped, but the epidemic situation occurs in the first party; **The epidemic situation in the location of the business is over, and the epidemic situation occurs in the location of the customer. Logistics has been dismembered by the epidemic into sections, and the general environment is very difficult.
1. Diversification of Alibaba's business
Alibaba's business is mainly focused on ** and Tmall**.
Above, according to the market environment this year, Alibaba will appropriately turn its business to Hippo Fresh, Taocaicai, Tmall Supermarket, and Xianyu.
Trading platform, Taote.
And so on, increasing Alibaba's revenue, the effect is also very ideal. This is the beginning of Alibaba's array marketing.
Second, Alibaba pays attention to the user body
According to the feedback of market users, Alibaba divides market users into two parts, and at the same time divides its own products into two parts. For example, ** and Taote** are biased towards the middle and high-end consumer groups in the market; Taote prefers rural areas with relatively backward economic development, etc., and there are great discounts. Taote was quickly accepted by users in the market by virtue of its first-class market image.
In Alibaba's revenue this year, Taote is indispensable.
3. AlibabaImplement a multi-brand strategy and use brand extension prudently
Alibaba has a large number of products, and the key to Alibaba's success is to brand these product brands in a array. Brand is an important intangible asset of any large enterprise.
It is also the soft power of large enterprises.
An essential business asset. As long as enterprises want to operate stably for a long time, brand management is indispensable, and multi-brand management is the top priority, and Alibaba can be called a textbook example in this regard.
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Being able to respect consumers, and pay attention to the protection of consumer interests, can also compensate consumers for all losses, attaches great importance to consumers, can protect the company's reputation, protect the company's brand, so it can be successful.
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I think Alibaba's success mainly depends on the fact that many of Alibaba's platforms have been considering consumers for consumers, and they are committed to creating a better online consumption environment for consumers, so they can gain the trust of consumers.
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I think Alibaba's success depends on providing an online platform for ordinary people to develop. Without the strong support of ordinary people, Ali would not have been able to achieve such great success.
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As the big brother of a domestic Internet company, Ali's every move has attracted people's attention. What's more, as an important target of the first shot of the anti-monopoly law, in the first half of 2021, Ali's road was not easy, and it can be said that it was deeply involved. Whether it is an interview or a turmoil, it can be regarded as a storm.
Entering May, Alibaba's latest financial report was announced, in which Alibaba's net operating loss in the first quarter of 2021 was 100 million yuan.
The reason for this is obvious.
1. The huge fine was included in the profit and loss of the second quarter because of the anti-monopoly law, Alibaba was fined 100 million yuan. This penalty is directly included in the profit and loss of the first quarter. If this part of the fine is removed, the overall statement can be said to be thriving.
It is precisely the one-time entry of this 100 million yuan fine into this quarter's statistics, which led to the so-called "first quarterly loss" since Ali's listing. Of course, the fine is also a huge amount of money, at least to create a few billionaires. But for a group with such a large size, it is not a nerve-wracking.
At least the second quarter earnings can be pulled back.
It is also interesting to note that 100 million yuan of the loss belonged to ordinary shareholders. Perhaps this can be regarded as an alternative "wool out of sheep". It can be seen that the biggest victims of the loss this time are not the group, but those ordinary players who bought **.
Big companies are really ruthless when they harvest leeks.
2. The increase in Ant Group's related equity incentive expenses Not far from the Ali anti-monopoly incident is the listing of Ant Group. The loss in the first quarter was also affected by this turmoil, of course, the impact was only the size of a fingernail, and the main expenditure was Ant Group's related equity incentive expenses. This part of the expense is negligible if it is placed separately in the financial report.
However, due to the impact of administrative penalties, there is a total of this part of the loss.
Therefore, the family has a big business, and this time is not a big event.
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This is because Ali violated the monopoly law before and suffered due punishment, so the company's operation will be at a loss.
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Because Ali's stock price has shrunk rapidly since Ali was interviewed by the state, the number of people using Ali's software is also declining.
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This is because Ali has been sanctioned by anti-monopoly, so many consumers are not optimistic about Ali. As a result, Ali lost a lot.
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The main reason is that Ali has recently lost its competitiveness in the competition, and there are now many platforms for online shopping, so Ali will lose money.
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Of course, because of the suspected monopoly, he was fined more than 18 billion by the state, so it will lead to losses, which is also deserved.
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Alibaba's revenue in fiscal 2021 was 100 million yuan.
1.As of the 28th, Hong Kong stocks**, Alibaba rose, closing Hong Kong dollar shares. At the time of the reporter's deadline, at 21:34 on the evening of the 28th, Alibaba's U.S. stocks rose, quoting U.S. dollar stocks.
2.Alibaba's annual platform transaction volume exceeded 8 trillion yuan Daniel Zhang, chairman and CEO of Alibaba Group, said in a letter to shareholders that the platform economy is a new issue facing the world. Over the past year, Alibaba has gained a deeper understanding of the platform economy.
The letter mentioned that in fiscal year 2021, the global annual active consumers of the Alibaba ecosystem exceeded the milestone of 1 billion, reaching 100 million.
3.Domestic and overseas consumers have created trillions of yuan in annual transactions on Alibaba's platform.
4.As Alibaba's future-oriented second growth curve, Alibaba Cloud Computing's sales exceeded 60 billion yuan in the last fiscal year, a year-on-year increase of 50%. For the 12 months ended March 31, 2021, Alibaba's revenue reached approximately 100 million yuan, representing a year-on-year increase of approximately 40%; Net profit reached 100 million yuan, a slight increase of 2% year-on-year.
Net profit attributable to ordinary shareholders was 100 million yuan, a year-on-year increase of about 1%, and operating profit was 100 million yuan, a year-on-year decrease of 2%. The main reasons are administrative fines, disposal and revaluation of investment income, equity incentive expenses, etc.
5.According to the financial report, in the first quarter of this year, Alibaba Group's net loss attributable to ordinary shareholders was RMB 100 million (US billion) and net loss was RMB 100 million (US billion).
Extended Materials. About Alibaba.
1.Alibaba Network Technology **** (abbreviation: Alibaba Group Kaihao or Alibaba) is a company founded in Hangzhou, Zhejiang Province in 1999 by 18 people led by Jack Ma, a former English teacher.
2.Alibaba Group operates a number of businesses and receives support from its affiliates in operating its business ecosystem. The business and the business of the affiliates include:
**Net, Tmall, Juhuasuan, AliExpress, Alibaba International Market, 1688, Alimama, Ali Dig Nianyun, Ant Financial, Cainiao Network, etc.
On September 19, Alibaba Group was officially listed on the New York ** Stock Exchange, **** "BABA", the founder is Jack Ma. On November 26, 2019, Alibaba was listed on the Hong Kong Stock Exchange.
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About a week after Ali issued a "refutation of rumors" on its official WeChat on December 18, 2020, on December 24, the more "authoritative" Market Supervision Bureau came to a "-for-tat" and posted on its official Weibo that "according to consumer complaints, a working group will be sent to Ali for investigation from now on." —It can be called a "rock breaker" and a "thunderbolt on a sunny day".
The capital market, judging from its long-standing reaction, has always been good at "foresight";
Of course, this foresight is not only manifested in the corresponding sharp fall after the negative event.
The capital market will "observe the words and looks" and "take a peek at the whole leopard" to realize that the next stage of "regulatory direction" (that is, to explore the business trend of a type of enterprise for a longer period of time in the future).
None of us want online shopping to be affected by regulation, but at the same time, we certainly don't want the economy to be in turmoil, a pile of bad debts or even a financial crisis.
I believe that after so many years of ups and downs, Ali should be able to deal with the latest "regulatory crisis" calmly, and finally make a smooth transition to the next round of development.
But after all, the network economy is the general trend, just like the current "community**" (community e-commerce) in full swing;
Even though this and that department, out of public pressure (represented by "vegetable vendors"), may have to come forward to "supervise and interview", these "supervision" and "interviews" are far more formal than substantial
That is,Even if Ali can't transition to the next round of development, there will be other Internet companies that will follow it up and go to that position for it to complete the historical mission of changing human life and eventually becoming the center of all human life
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I don't think there's any comparison because their main business scope is completely different and there is not much connection.
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Of course, the two businesses are comparable, because they are not small. There aren't many companies that can compare with them.
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