
BABA998889988 財務年度報告 235682023101595149169185199201265273364 102 1999102 102 DNA SARS2005510 910 2015910 20153201795 202310 2023 2023 2022 ModelScope 11 1.25 Trendyol 2022ESG ibaba.com 2 0 2 2520229 3012 Gartner®AI(1) 3500 2023 1+6+N166N6+NCEO 202324 201520201+6+N 24102023331288640080%60%55%A4,7002023400202210 12.2 2501091.310 20 910 2023 20237 (1)(2)65% 2023 Lazada2023ChoiceChoiceTrendyol(2)TrendyolTrendyol 1688.com(1)1688.com LazadaTrendyolDarazLazada (4) (1)2022(2)2022GMV(3)20233 3112GMV(4)20221688.com TrendyolDaraz202211MiraviaMiravia Lazada ibaba.com(1)2023ibaba.com190 IaaS(2)PaaSIaaS(3)AI 20234(LLM)AIAPP(1) 2023 IT Iaas28 ESG102(ESG) 20231.2410,00010,0002022 (1) 1.2410,000(2) 40%C2C 2023GMV 303APP (1) ## Z 95 T M I C (1) ## 220SymriseTMICTLABUNTAGGED (1) KOL(1) C2CAPP P4P 2023GMV P4P 2023GMV40% APP 180 The Concept Gema Cabanero180 The Concept ## 180 The Concept 302023GMV65%2023GMV5508090% 300 (2)90% ## (TANX)TANXAPP P4P(CPM) TANX P4P APP 1688.com 1688.com(1)1688.com20233311688.com960,000APPP4P2023331121688.com IT Lazada Natnicha RojchanasomNIPPERISDABEST ## Lazada N a t n i c h aRojchanasomLazadaLazadaLazadaLazada APP17 202333112LazadaTrendyolDaraz 202330%15Choice2023215Choice202330% Lazada LazadaLazada2023LazadaLazada Lazada Trendyol 倉偡Trendyol(1)TrendyolTrendyolTrendyol ExpressTrendyol GOTrendyol802023Trendyol47%GMV110% ibaba.com(2)ibaba.com 穚宆砎㡤 i b a b a . c o m( G o l dSupplier)2023331ibaba.com22SaaSP4P202333112ibaba.com20231904,700ibaba.com HiBREW ## 你好 生气HiBREW20197HiBREWHiBERW i b a b a . c o m Maria Francesca AcetiDeltha Pharma (1) ## Alibaba.com Deltha Pharma2009Deltha PharmaMaria Francesca Aceti2019ibaba.comDeltha Pharmaibaba.comibaba.com APP20221012.2202331.5 2023 APP2023GMV 2023 ## 3 2472 2023 202333174% LazadaLazada20233 31152023400 Choice AGM ## AGMAGM VQ ## Virtual QueueAI IaaSPaaSMaaS202333128 IaaS(1)PaaSIaaS(2)2022IaaSPaaSSaaS2022GDP0.2% IaaSPaaSMaaS20234(LLM)AI 202355%A (2)28 202332,300APP(1) 42023AI 202313%15% (UGC)(PGC) 201710 IP2023331122 ESG 2023iOS(1) ADC ## AI ADCAI AIAICTAICT (1)KOL 201710 AIAIAI PolarDBPolarDBAnalyticDBLindorm AIAI PetaMaxComputeBlinkHologresDataworksOneData PAI 3+20233312,290.788APP1.87409191 (ESG) ESG ESGESG ESG17 ESG 20301232030202050% 20232022 202333112468.112.9%2023331141.9202262.02023331320223 319.28.7 3+203515 2023APP320,00020233 3190 2023331250,144 20227,000 ESG 20ESGESGESGESGESGESGESGESGESGESGESG20233ESG 20238321,300160432022 2023 (i)(ii)(iii) (i)(ii)(iii)(i)(ii)(iii) 20179 202232920225150%202010 50% 200092520162 2006713 2021198720162023 201612 28201721 2016625201681 2023225202351201674 (i)(ii)(iii)(iv) 2014126201431520141224 2018831201911 2016324 (i) (ii) 2022312022315 2021315202151 2016628201681 20214232021525 2022614202281 562008235656 202151AppApp 20183 2016242016310 20201112202011301:5014 2022412 20047201711 2022832022121IP 2013812<> 20151023201611 201752201761 200471920048202020121 20011225200221 2011217201712 2009102015 2021315 20156201911 2022624202281(i)(ii)(iii) 201832201851201932 (i)(ii)(iii)120 50%2,50020189200883201892022627 50%202331020234152019626 12010084 402084 (i)1,000(ii)8 20233102023415202010 23 50%2,5001,50020233102023415 (i)(ii)(iii)(iv) 1993922019423 20212 20218 (i)(ii) 2010121 20001228 2015711993 1997121620111820051213 2016117201761 (i)(ii) 2020413202061202112282022215100(i)(ii) 2022922022121 2021730202191 2018111520181130 (iii)(iv)(v)(vi)(vii) 202191720211231202231 202191 202110 2023318202361 20237102023815 (iv)(1)(2)20233 202161020219 202111(i)(ii)100(iii)(iv)1311 202277202291(i)(ii)100(iii)11101 2021820202111(i)(ii) 2014315201716201731520201023 20217 (i)++(ii)(iii)(iv) 10%5% 2021122725%25% 202112 24 2022 201931520192020112019(i)(ii)(iii)(iv) 202012192021118 20192022120231 6% 20231520232101 20193202019413939(i)16%10%13%9%(ii)10%9%(iii)13%10%(iv)16%10%13%9% 200811201812 2920194 2325% 20164817%20185116%20185120193 3113%2019 4 115%2018112920191 10%70%5,00026,000 15%202010% 201711 19 201411 201910232828282020410 20166161616 2019 2017118333353 20232242023331 202176(i)(ii)(iii) 20232172023331 201852595/46/EEC2018525EEA 2,0004% 2 20201224202141017(4)47492021410182 2016 20201112Laura Ciccarello v. ibabaGroup et al.1:20-cv-09568 (S.D.N.Y.)CiccarelloRobert Romnek v. ibabaGroup et al.1:20-cv-10267 (S.D.N.Y.)Romnek10(b)20(a) 2017(2017)15220213 20211Elissa Hess v. ibaba Group et al.1:21-cv-00136 (S.D.N.Y.)HessHess10(b)20(a) 2021112PSLRACiccarelloRomnekHessPSLRA202142020222102022422 2022721202332220251 ibaba Investment Limited 1999628BABA998889988 ibaba Group Services Limited S-X1–02 Taobao Holding Limited Taobao China Holding LimitedTaobao Holding Limited ibaba.com Limited ibaba (China) Co., Ltd.ibaba Group S