采访视频链接：http://english.cntv.cn/2015/11/13/VIDE1447366947584255.shtml
Q1 Professor, what new consumption trends did you notice this year? Alibaba continues to be the largest player this year. It captured about 80% of market share that day. I was at the scene in Alibaba witnessing the sales figures climbing up at astonishing speed. Total sales that day doubles the online sales figure of the Thanksgiving Day in the States. And total sales that day this year is about 5% of Alibaba’s annual sales last year! Counting this year, online sales averaged out for more than 50% annual growth in the past five years. Other exact data are still coming out. But in the past years, the stores that were most likely to give discounts are clothing, shoes, and furniture. Especially for clothes, over 50% of the stores gave discount. And the type of goods that gave the highest discount was usually books. People aged from 20-29 had been the strongest base of customers but we are seeing more and more older people joining the force as more of them use smartphones now. In fact over 70% of the sales were completed using mobile devices this year. And one highlight this year is that more than 200 countries joined this online festival. Not just city people but tens of millions of villagers in China joined this year’s festival too.
For the first time 8000 Taobao villages in China joined this year’s festival. Now Alibaba is not just talking about O2O but pushing the “All-Channel” strategy. They are not bringing things just from offline to online but connecting traditional businesses online through all channels, and cutting all unnecessary intermediaries, especially from rural areas to cities. In some Taobao villages, through Taobao’s new Cainiao logistics network, was able to deliver the goods in two hours. Based on big data, Taobao was able to predict sales accurately. Here is one scenario actually happened. In three minutes the order was completed. In five minutes the package was already in the truck. In 15 minutes, the truck hit the road. About the growth points, there is a huge potential for the F2C model, that is, the factory to customer model. F can also stand for farms. It is picking up speed this year, the Kerry Group is selling cooking oil that takes only 72 hours from the production line to the customers. And for the Farms to Customers model, the biggest barrier continues to be food safety. But we are seeing hope. During President Xi’s tenure in Zhejiang, he has visited two times the Shuichang County in Zhejiang. Now Shuichang has been one of the most successful Taobao villages that are not just about selling agriculture produce to cities. It is about a credit worthy ecosystem in which it is incentive compatible for farmers to send the best and least contaminated food to the cities. Don’t be mistaken. Villagers are no longer that poor in some parts of China. Home appliances continue to be an important sales component accounting for 40% of the top 10 goods in terms of sales. But cars account for 20% of the top 10 goods in terms of sales too. In fact, some sales were actually for the luxury brand Porsche! That day, the best performing provinces are Zhejiang, Shandong and Fujian. And 80% the top 10 best performing counties are all from Zhejiang and Jiangsu. All in terms of sales.
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