阿里巴巴-SW2024财务年度报告

財務年度報告2024 2356202481280132153169183185250256344 102 1021999102 @ @ DNA @ 2024 2023 11 6 5 9 4 202311 AI AI AI2.0 2010 2023 192023923108 WBCSDWBCSD 12 518407014032072020243 31AI Gartner 202442023IaaS(1) 2 3 ChoiceChoice 250 2024331 TTGB2BAIDCB2BAIDC AI 1128% AI AIAI AIAI (1)(2) AIAI 10AIDC (AGI)AGIAGITransformerAI AIAI AIAI 2510 20242162024251255.1%2024 20245 23 12 2024 1688.com11688.com 2IaaSPaaSIaaS3(LLM)AI (AIDC) TrendyolLazadaDaraz MiraviaChoiceTrendyol4Trendyol TrendyolTrendyolLazadaLazadaDarazMiraviaMiravia Alibaba.com12024Alibaba.com190 2472 2024 APP APP IT ESG102(ESG) 1APP APPC2C 202410,000202410,0002023 APP APPKOL 88VIP 1 ## ## 6KOL P4P(CPM) P4P P4P 1 APP APP (TANX)TANXAPP TANX IT (IaaS)(PaaS)(MaaS)202433135 1688.com 1688.com11688.com20243 311688.com100APPP4P2024331121688.com 2PaaSIaaS32023IaaSPaaS SaaSGDP0.2% IaaSPaaSMaaS(LLM)AI AI AIFutureverseAIJENMusic AIAIFutureverseJEN Music AIAIFutureverseAIAIFutureverseJEN-1JEN-1FutureverseAIJEN-1AI JENAI Aaron McDonaldFutureverse ChoiceChoice2024 202460%A Trendyol TrendyolLazadaDarazMiraviaAlibaba.com Trendyol1TrendyolTrendyolTrendyol ExpressTrendyol GOTrendyol2024Trendyol20% 202420%2024 Lazada LazadaLazadaLazada APP15 ## TENTAGON 202311 TENTAGON Alibaba.com ## 102019Alibaba.com Alibaba.comAlibaba.com A l i b a b a .c o m Choice2024500 Alibaba.com1Alibaba.com Alibaba.com2024331Alibaba.com23SaaSAPPP4P2024Alibaba.com1904,800Alibaba.com 2024Alibaba.comB2BVisableAlibaba.com 2472 # 7 5 APP2023929202310682.8 2024 APP2024 20241 (UGC)(PGC) 2024 # TVB77205 AIAI IP202460%2024GMV UC UC 2024 202432,800APP1 360302024GMV63%2024GMV590 2024KOL 2024iOS1 PolarDBAnalyticDBLindorm AIAI P e t aS t r e a m i n gLakehouse (Flink+Hologres)PaimonPythonMaxFrame AI PAIPAI 20248202452.51,100Qwen-110BAI 20241232024202311202316.1202499%1233+2024 AIAI (ESG) ESG ESGESG ESG17 ESG 2024(DEI)DEIDEI 20301220303202050%3+203515 2024APP260,0005,400 ModelScope20243313,800 ESG 20ESGESG 2024PANDA202020247,000 2024 (i)(ii)(iii) (i)(ii)(iii)(i)(ii)(iii) 202010 50% 20009252016220179 2006713 202232920225150% 2023 201612 28201721 2016625201681 2023225202351201674 202119872016 (i)ii(iii)(iv) 201412620143152014 1224 2016324201648 (i)(ii) 2018831201911 2021315202151202010 2022312022315 2016628201681 20214162021525 2022614202281 562008235656 202151AppApp 20183 2016310 20201112202011301:5014 2022412 20047201711 201624 2022832022121 IP 20151023201611 201752201761 200471920048202020121 20011225200221 2011217201712 2009102015 20138 12<> 20156201911 2021315 2022624202281(i)(ii)(iii)50%2,50020189200883 201832201851201932 20241 50%202331020234152019626 12010084 402084 50%2,5001,500 20233102023415202010 23(i)(ii)(iii)120 (ii)(iii)(iv) 20233102023415 1993922019423 20212(i) 20218(i)(ii) 20245202491 19971216201118200512 13 20001228 2010121 201571 2022922022121 1993 2021730202191(i)(ii) 2016117201761 202041320206120211228 2022215100(i)(ii)(iii)(iv)(v)(vi)(vii) 2018111520181130 2021917 202191 20211231202231 2023318202361 202110 20237102023815 202211252023110 20216102021920243152024101 202277202291 1311 (i)(ii)100(iii)11101(iv)(1)(2)20233202361 2024322 202111(i)(ii)100(iii)(iv) 2021820202111(i)(ii) 201716201731520201023202411 20143152024315202471 2021710%5% 20231229202471(i)++(ii) (i)(ii)(iii)(iv) (iii)(iv) 201920221202312022 202112 2725%25% 201931520192020112019 2008112018122920194 2325% 202012192021118 15%202010% 201711196% 20231520232101 20193202019413939(i)16%10%13%9%(ii)10%9%(iii)13% 10%(iv)16%10%13%9% 20164817%20185116%20185120193 3113%2019 4 115%2018112920191 10%70%5,00026,000 20166161620231216 2017118333353 201411 201910232828202312282020410 (ii)(iii) 202321720233 31 2019 20232242023331 202176(i) 2GDPR GDPR2018525GDPRGDPRGDPR(i)EEA(ii)GDPRGDPR DSADAOSA DSA202211162024217DSA4,500DSA6%OSAOSA1,80010% GDPRGDPRGDPR2,0004% cookies DSAVLOPDSA 10 20222102022422 2022721202332220251 20231062024119202441920245172024620 20201112Laura Ciccarello v. AlibabaGroup et al.1:20-cv-09568 (S.D.N.Y.)CiccarelloRobert Romnek v. AlibabaGroup et al.1:20-cv-10267 (S.D.N.Y.)Romnek10(b)20(a) 2017(2017)15220213202312 20211Elissa Hess v. Alibaba Group et al.1:21-cv-00136 (S.D.N.Y.)HessHess10(b)20(a) 2021112PSLRACiccarelloRomnekHessPSLRA2021420 Alibaba Investment Limited 1999628BABA998889988 Alibaba Group Services Limited S-X1–02 Taobao Holding Limited Taobao Holding Limited Alibaba GroupServices Limited Alibaba.com Limited Hanbao E-Commerce Corp. Alibaba.com Investment Holding LimitedAlibaba.com Limited Alibaba.comInvestment Holding Limited 100F Street, N.E., Washington, D.C. 20549http://www.sec.gov(https://www.alibabagroup.com/zh-HK/investor-relations) Hanbao Investment Holding LimitedHanbao E-Commerce Corp. Hanbao China Holding LimitedH a n b a oInvestment Hol