RuralE-commerceAdventureinChinaHongbingGaoVicePresidentofAlibabaGroup&DirectorofAliResearchApril26,2017电子商务，不断拓展新经济的版图E-commerceisrapidlyexpandingtheterritoryofneweconomy阿里零售体的裂变之路TheevolutionofAlibabaretailecosystemeWTP1999200320042005201620072009201420102011201220132015Source:AliResearch3万亿——电子商务新起点RMB3trillion–thenewjourneyofe-commerce阿里巴巴零售平台与沃尔玛销售额比较全球250强零售商排行榜(2015财年)亿美Globaltop250retailers(2015fiscalyear)AlibabaretailecosystemvsWalmartNamesSales(100GrowthFormat沃尔玛（国际）Walmart沃尔玛（美国）millionUSD)rate阿里零售平台internationalWalmartUSAlibabaretail沃尔玛近年销售额持平6000ecosystemWalmartsalesgrowthflattened400020000交易额突破3万亿时间TimetoexceedthetransactionamountofRMB3trillion13years53yearsSource:Stores,Deloitte,AliResearch中国农村发展滞后于城市ThedevelopmentofruralChinalagstheurbancounterpart42.6%2.7X•中国有42.6%的人口居住在农村•城镇居民人均收入是农村的2.7倍•42.6%ofChina’spopulation•TheaverageincomeinurbanChinalivesinruralareais2.7timesoftheruralcounterpartSource:ChinaNationalBureauofStatistics农村遇到电子商务，会擦出怎样的火花？WhatwillhappenwhenruralChinameetse-commerce?中国江苏睢宁——被电子商务改变的村庄E-commercehastransformedSuining,Jiangsu,ChinaGenevaBeijing10,000KMSuining800KM沙集三剑客传奇TheThreeE-commerceMusketeersinShaji,Suining年轻人回乡创业Youngpeoplereturnedhometostart•2006年，在江苏省睢宁县沙集镇businesses东风村，三位年轻人孙寒、夏•In2016,H.Sun,K.XiaandL.Chen凯、陈雷尝试通过电子商务创returnedtohometownand业。startede-commercebusiness.低成本起步Lowe-commerceinvestment•发现线下模式的投入成本高、发•Theyfoundthedisadvantagesofthe展时间长、风险巨大，因此将电off-linechannel,suchashighinitial子商务做为第一选择。通过天猫investment,longcashflowcycleand和淘宝平台，直接对接消费者。highmarketuncertainty.OntheTmall草根裂变式发展andTaobaoplatforms,theydirectly•越来越多的村民看到开网店的好reachedconsumers处，纷纷放下锄头。目前村里Rapiddevelopmentofgrassroots90%以上的年轻人都选择回乡开entrepreneurship店，有资金的都和孙寒一样投资•Currently,90%ofyoungpeople建厂；资金不足的，就从邻居家openfactoriesoropene-stores.的工厂里进货、开网店售卖，全村开起上万家网店。Source:AliResearch电子商务，让睢宁经济产生质的飞跃E-commercehascreatedtheneweconomiclandscapeinSuining睢宁电子商务交易额（人民币十亿