On the evening of May 13, Alibaba Group announced the fourth quarter and full year performance of fiscal year 2021 (April 2020 March 2021).According to the financial report, in the 2021 fiscal year, Alibaba's Gmv reached 8.119 trillion yuan, an increase of 1.066 trillion yuan over the previous year.
China's retail market with Taobao tmall as the main body is the ballast of Ali ecology. The annual Gmv increased by 905 billion yuan over the previous year, reaching 7.494 trillion yuan.
Last year was the first full fiscal year of Alibaba after COVID-19 broke out. The stable recovery of domestic demand and the comprehensive embrace of digitalization by businesses and brands have effectively promoted the growth of Alibaba, especially Taobao tmall Gmv.
In this fiscal year, new businesses continued to pour into Taobao, and the number of new active businesses on Taobao reached the highest in the past five years. In Q4 of fiscal year 2021, the year-on-year growth rate of Taobao physical Gmv exceeded that of tmall, reflecting that small and medium-sized enterprises have recovered from the epidemic and showed more vigorous vitality.
In the past four years, the annual business growth of Taobao tmall has been around one trillion yuan. In fiscal year 2021, the Gmv of China's retail market increased by 99% compared with that of fiscal year 2017 (from April 2016 to March 2017), basically doubling, and the average annual Gmv increased by more than 900 billion yuan compared with that of the previous year. A large number of small and medium-sized businesses have realized low-cost entrepreneurship on Taobao, and achieved predictable growth. The brand has also invested a lot of digital operation resources in tmall.
The scale of Taobao users continued to grow.As of March 2021, Alibaba's monthly active users (MAU) in China's retail market reached 925 million, an increase of 23 million over December 2020 at the end of the previous quarter and 79 million over the same period last year.Alibaba's annual active consumers (AAC) in China's retail market reached 811 million, an increase of 32 million over the previous quarter and 85 million over the same period last year. In fy2021, about 70% of the new annual active consumers came from the sinking market.
According to the financial report,The average annual consumption (ARPU) of Taobao tmall users is 9200 yuan. The retention rate of people with different consumption levels is very high, maintaining a good user stickiness.
According to the financial report, Taobao's live broadcast continued to grow rapidly in 2021, with Gmv reaching 500 billion yuan. Taobao's consumption scenarios continue to upgrade, and various emerging content forms, including live broadcast, help businesses more effectively interact with consumers, realize the growth of fans, and gain business growth. More digital operation tools help businesses improve the operation efficiency of Taoxi.
Since the beginning of this year, Taobao tmall has increased investment in the platform, and has successively introduced a series of measures to reduce operating costs and simplify marketing rules, such as free standard version of business staff, new trial operation period of tmall, and Taobao's establishment of entity business operation centers in many places.
In the future, relevant measures will continue to be introduced intensively to create a better business environment for platform businesses.
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