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WANG Mingqiang, President of AliExpress

September 23-24, 2019 Hangzhou, China

AliExpress - International Retail Platform

01 02 03What is

AliExpressWhat is

UNIQUE about AliExpress

What is the

FUTURE for AliExpress

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+ BN+US$ 1 2 3 4

0 1 2 3

3 4 5 6 7 8 9

0 1 2 3

0 1 2 3

1 2 3 4 5

8 9

0Countries & Regions(1)Age under 35 years old(2)

%+Annual Paid GMV(1)

4 5 6 7 8 9

6 7 8 9 M+

Annual Active Consumers(1)

Notes: 1. For the twelve months ended August 31, 2019. 2. Age of AliExpress users for the twelve months ended August 31, 2019.

The Leading Cross-Border B2C Export Platform

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Diverse Countries and CategoriesPopular Categories in Top 10 Countries(2)

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.

Top 10 Countries By GMV(1)

Poland

Israel

Mobile Phone Cases & Covers

T-ShirtsHair Bundles with Closure

USA

Mobile PhonesRussia

Vacuum CleanersSpain

Diamond Painting Cross Stitches

Netherlands

Brazil

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Russia

USA

FranceSpain Brazil

Netherlands Israel

Poland

UK South Korea UKLace Wigs

South KoreaRemote Control

Toys

DressesFrance

Quartz Wristwatches

01 02 03What is

AliExpressWhat is

UNIQUE about AliExpress

What is the

FUTURE for AliExpress

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Core Elements of AliExpress

Supply Operation Governance Infrastructure Technology

BUSINESS ELEMENTSVALUE PROPOSITIONS

Value for Money

Broad Product Selection

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42.6℃

Offer Value For Money Products

Notes: 1. On July 25, 2019. 2. Small fans GMV YoY Growth comparing May 1 - July 31 of 2018 to 2019 in France.

Shortened Supply Chain

Wholesaler Exporter Importer Retailer

ConsumersManufacturersWholesaler

Traditional Supply Chain

Highest Temperature in Europe(1)

+450% YoY Small Fans GMV Growth(2)

CASE STUDY

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Cool Party Decoration For Family In ItalyBroad Product Selections for Different Lifestyles

5Days Delivery

7+Meters High

1,000+Euros

CASE STUDY

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Most Powerful Supply Chain

The Only Country Covering All Manufacturing Industries

Computers(1)

90%Wigs(2)

80%Phones(1)

90%Toys(3)

75%

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2.5+ Billion Product listings(4)

8.7+ Million Sellers & Manufacturers(4)

Notes: 1. People's Daily Online, 'China remains world’s largest producer, consumer, exporter of consumer electronics' (2019) 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.

Empower Sellers With Efficient Operations

Branded Store Operations

168% MoM Interactive UV/Day Growth(1)

10Mn+ Store Video Views Per Day(2)

Interactive Live Stream In-App Feeds

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

Global Shopping Festival 11.11

Milan/Kraków Fashion Week

Poland Influencer Factory Visits

France Influencers Gathering Cruise

Spain O2O Experience Plaza Store

Connect Brands & Sellers With Global Consumers

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World-Class Platform Governance

1000+Models & Rules In Risk Control Engine(1)

150+Alibaba Anti-Counterfeiting Alliance Members(2)

96%of Takedown Requests were Handled within 24 Hours(1)

Notes: 1.Alibaba Intellectual Property Protection Annual Report (2018). 2.As of September 2019. 12

Robust Global Supply Chain Network

Global Logistics Network Connects The World

Global Shipping + Supply Chain + Last Mile NetworkSmart Operations

Smart Customs Clearance PlatformFlexible Combinations

Different Country, Category, Price Tier Solutions

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Global Payment Network Supports Buyers & Sellers

Global Payment & Settlement NetworksClearing center (United States)

Clearing center (China)

Clearing center (Singapore)

Clearing center (Luxembourg)

Notes: 1. Payment channels of AliExpress as of August 31, 2019. 2. Local currencies available on AliExpress as of August 31, 2019.

38Local Payment Channels(1)

51Countries that can Pay in Local Currency(2)

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Powered by Alibaba Advanced Technology

Country-specific Personalization

By Machine Learning

Global Big Data  Real-time Processing

By Cloud Computing Technology

Real-time Translation across 18 Languages(1)

By Natural Language Processing

Note: 1. As of August 31, 2019. 15

01 02 03What is

AliExpressWhat is

UNIQUE about AliExpress

What is the

FUTURE for AliExpress

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2017 2018 2019 2020 2021 2022 2023 2024 2025

Future for AliExpress

GLOBAL SUPPLY CHAINS SIGNIFICANT GROWTH OF GLOBAL SELLERS

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WORLD to WORLD

Europe, South East Asia, …

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International Retail Platform

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