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@走马财经：10张图简述阿里Q4财报

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class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f15a50bf6faa4c49b94b1e8ff782b28\" tg-width=\"632\" tg-height=\"444\"></p><p>核心电商佣金+广告是指国内淘宝+天猫平台业务的商业收入，阿里商业收入包含核心电商佣金+广告、电商自营、盒马+高鑫零售、中国批发市场、国际电商批发、国际电商零售、菜鸟物流、本地生活。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31a15f546b85e066e5892da781aab81d\" tg-width=\"632\" tg-height=\"444\"></p><p>四季度新增年活跃买家1900万。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6aa29e4cc7bb8ab69373d3ce4411b2d8\" tg-width=\"632\" tg-height=\"432\"></p><p>2021年4月1日-12月31日，即阿里巴巴的2022财年前三季度核心电商佣金+广告收入2527.86亿元，同比增长4.3%，根据财报描述，前三季度GMV增速基本上也是个位数，可见2022财年核心电商业务广告+佣金的货币化率基本维持不变，或略微有一点点下调，符合监管趋势。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/961a2d4809e7f7f498a71e319c849c6d\" tg-width=\"632\" tg-height=\"419\"></p><p>四季度是传统电商旺季，有双11大促，营销支出367.06亿元，同比增速已经连续三个季度回落。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd929182aacde58c9a8915c683aea4f1\" tg-width=\"632\" tg-height=\"383\"></p><p>四季度阿里云营收195.39亿元，同比增速20%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8c83466af4cfccbdc2828989040c328\" tg-width=\"632\" tg-height=\"440\"></p><p>本地生活四季度同比增速27%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ea45921d110d22ec234b52449ae0f1b\" tg-width=\"632\" tg-height=\"383\"></p><p>菜鸟物流营收创历史新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4bd7fb7c4452f14072a69f59647d3350\" tg-width=\"632\" tg-height=\"417\"></p><p>国际电商零售同比增长14%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/643e454d2e0d01df6f07077b8eb774e8\" tg-width=\"632\" tg-height=\"403\"></p><p>新零售直营业务增速21%，因为2020年Q4开始将高鑫零售并表，2021年Q4开始不再体现并表带来的一次性影响，增速回复常态。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/46474a6eef146114a688e0aa7d0eb9ad\" tg-width=\"632\" tg-height=\"433\"></p><p>最后提供一下阿里各财年的GMV数据供参考。<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>2月25日（周五），笔者将推出阿里财报分析，以下是阿里财报原始数据简图，敬请关注。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f15a50bf6faa4c49b94b1e8ff782b28\" tg-width=\"632\" tg-height=\"444\"></p><p>核心电商佣金+广告是指国内淘宝+天猫平台业务的商业收入，阿里商业收入包含核心电商佣金+广告、电商自营、盒马+高鑫零售、中国批发市场、国际电商批发、国际电商零售、菜鸟物流、本地生活。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31a15f546b85e066e5892da781aab81d\" tg-width=\"632\" tg-height=\"444\"></p><p>四季度新增年活跃买家1900万。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6aa29e4cc7bb8ab69373d3ce4411b2d8\" tg-width=\"632\" tg-height=\"432\"></p><p>2021年4月1日-12月31日，即阿里巴巴的2022财年前三季度核心电商佣金+广告收入2527.86亿元，同比增长4.3%，根据财报描述，前三季度GMV增速基本上也是个位数，可见2022财年核心电商业务广告+佣金的货币化率基本维持不变，或略微有一点点下调，符合监管趋势。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/961a2d4809e7f7f498a71e319c849c6d\" tg-width=\"632\" tg-height=\"419\"></p><p>四季度是传统电商旺季，有双11大促，营销支出367.06亿元，同比增速已经连续三个季度回落。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd929182aacde58c9a8915c683aea4f1\" tg-width=\"632\" tg-height=\"383\"></p><p>四季度阿里云营收195.39亿元，同比增速20%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8c83466af4cfccbdc2828989040c328\" tg-width=\"632\" tg-height=\"440\"></p><p>本地生活四季度同比增速27%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ea45921d110d22ec234b52449ae0f1b\" tg-width=\"632\" tg-height=\"383\"></p><p>菜鸟物流营收创历史新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4bd7fb7c4452f14072a69f59647d3350\" tg-width=\"632\" tg-height=\"417\"></p><p>国际电商零售同比增长14%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/643e454d2e0d01df6f07077b8eb774e8\" tg-width=\"632\" tg-height=\"403\"></p><p>新零售直营业务增速21%，因为2020年Q4开始将高鑫零售并表，2021年Q4开始不再体现并表带来的一次性影响，增速回复常态。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/46474a6eef146114a688e0aa7d0eb9ad\" tg-width=\"632\" tg-height=\"433\"></p><p>最后提供一下阿里各财年的GMV数据供参考。<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>&nbsp;</p></body></html>","text":"2月25日（周五），笔者将推出阿里财报分析，以下是阿里财报原始数据简图，敬请关注。 核心电商佣金+广告是指国内淘宝+天猫平台业务的商业收入，阿里商业收入包含核心电商佣金+广告、电商自营、盒马+高鑫零售、中国批发市场、国际电商批发、国际电商零售、菜鸟物流、本地生活。 四季度新增年活跃买家1900万。 2021年4月1日-12月31日，即阿里巴巴的2022财年前三季度核心电商佣金+广告收入2527.86亿元，同比增长4.3%，根据财报描述，前三季度GMV增速基本上也是个位数，可见2022财年核心电商业务广告+佣金的货币化率基本维持不变，或略微有一点点下调，符合监管趋势。 四季度是传统电商旺季，有双11大促，营销支出367.06亿元，同比增速已经连续三个季度回落。 四季度阿里云营收195.39亿元，同比增速20%。 本地生活四季度同比增速27%。 菜鸟物流营收创历史新高。 国际电商零售同比增长14%。 新零售直营业务增速21%，因为2020年Q4开始将高鑫零售并表，2021年Q4开始不再体现并表带来的一次性影响，增速回复常态。 最后提供一下阿里各财年的GMV数据供参考。$阿里巴巴(BABA)$ 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