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| Meta Title | 阿里国际Q3财报：营收同比增长32% 速卖通和Trendyol拉动增长 - 跨境电商 - 亿邦动力 |
| Meta Description | 阿里国际数字商业集团营收同比增长32%至377.56亿元；经调整EBITA为亏损49.52亿元，2023年同期为亏损31.46亿元。 |
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| Boilerpipe Text | 2025-02-20 19:35
王浩然
2025/02/20 19:35
邦小白快读
EN
阿里国际Q3财报显示强劲增长但亏损扩大，提供关键数据和行动点参考。
1. 营收同比增长32%至377.56亿元，主要受跨境业务拉动，国际零售业务收入增长36%至315.53亿元，由速卖通和Trendyol贡献显著。
2. 亏损增至49.52亿元，源于对速卖通和Trendyol的投入增加，但部分被Lazada和Trendyol本地业务效率提升抵消。
3. 速卖通通过丰富产品供应和多元化业务模式满足本地需求，并与韩国新世界集团成立合资公司经营速卖通韩国站和Gmarket，增强竞争力。
4. 速卖通Choice业务的单位经济效益环比改善，显示运营优化；批发业务收入增长18%至62.03亿元，受益于跨境增值服务。
品牌商可关注阿里国际的本地化营销和消费趋势，为品牌建设提供参考。
1. 品牌渠道建设：速卖通与韩国新世界集团成立合资公司，强化本地市场服务，显示合作模式可提升品牌竞争力。
2. 消费趋势：速卖通多元化业务模式针对本地消费者需求，如针对欧洲和海湾地区投入获取用户，反映本地化运营是增长关键。
3. 用户行为观察：Trendyol对营收增长的贡献突出新兴市场潜力，品牌可借鉴其策略应对需求变化。
4. 产品研发启示：丰富产品供应以满足多样化需求，品牌可优化产品线以适应跨境趋势。
卖家可解读增长机会、风险和可学习点，指导业务决策。
1. 增长市场：速卖通在韩国成立合资公司，提供合作方式拓展市场；欧洲和海湾地区投入显示新兴用户获取机会。
2. 风险提示：投入增加导致亏损扩大，但单位经济效益改善提示风险可控，卖家需平衡投入与效率。
3. 正面机会：跨境旺季投入带来营收增长，增值服务推动批发业务增18%，卖家可学习增值模式。
4. 可学习点：速卖通Choice业务单位经济环比提升，展示运营优化策略；合资公司模式可复制为合作范例。
工厂可关注产品需求和电商机会，启示生产与数字化转型。
1. 产品生产需求：速卖通丰富产品供应，显示对多样化商品的需求增长，工厂可优化生产线以匹配跨境市场。
2. 商业机会：批发业务增值服务收入增长18%，表明跨境相关服务如物流或定制方案有潜力，工厂可探索合作。
3. 推进数字化启示：阿里持续投入电商如速卖通和Trendyol，工厂可借鉴数字化运营提升效率；单位经济效益改善提示成本控制方法。
服务商可分析行业趋势和解决方案，应对客户痛点。
1. 行业发展趋势：跨境业务驱动营收增长32%，国际零售增36%，显示电商强劲势头，服务商可把握增长领域。
2. 客户痛点：投入增加导致亏损，反映扩张中的成本挑战；但单位经济效益改善提供优化方向，服务商可开发效率工具。
3. 解决方案：速卖通Choice业务的经济提升展示运营优化方案；Trendyol本地业务盈利能力改善，服务商可参考其模型解决效率问题。
平台商可参考平台运营和招商策略，优化管理。
1. 平台最新做法：速卖通成立合资公司增强本地服务，多元化业务模式满足消费者需求，显示本地化运营创新。
2. 招商与运营管理：合资公司模式吸引合作如新世界集团，平台可复制招商；单位经济效益环比改善提示运营优化，但投入增加需风险规避。
3. 风向规避：亏损扩大源于特定市场投入，平台需平衡扩张与效率；Lazada变现率提升提供风险管理范例。
研究者可探讨产业动向和商业模式，提供政策启示。
1. 产业新动向：跨境电商推动营收增长32%，国际零售增36%，Trendyol贡献显著，显示新兴市场驱动趋势。
2. 新问题：亏损增至49.52亿元，源于投入增加，但部分被效率提升抵消，提示投入回报平衡挑战。
3. 商业模式：速卖通Choice业务单位经济改善，提供可持续运营模型；合资公司模式展示合作创新，研究者可分析其政策建议价值。
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Alibaba International's Q3 earnings report shows strong growth but widening losses, providing key data and action points for reference.
1. Revenue increased 32% year-over-year to RMB 37.756 billion, primarily driven by cross-border business, with international retail revenue growing 36% to RMB 31.553 billion, significantly contributed by AliExpress and Trendyol.
2. Losses widened to RMB 4.952 billion due to increased investment in AliExpress and Trendyol, partially offset by improved operational efficiency in Lazada and Trendyol's local businesses.
3. AliExpress is meeting local demand by diversifying its product offerings and business models, and has established a joint venture with South Korea's Shinsegae Group to operate AliExpress Korea and Gmarket, enhancing its competitiveness.
4. The unit economics of AliExpress Choice showed sequential improvement, indicating operational optimization; wholesale business revenue grew 18% to RMB 6.203 billion, benefiting from cross-border value-added services.
Brands should focus on Alibaba International's localized marketing and consumption trends for brand-building insights.
1. Brand channel development: AliExpress's joint venture with Shinsegae Group strengthens local market services, demonstrating that partnerships can enhance brand competitiveness.
2. Consumption trends: AliExpress's diversified business models cater to local consumer needs, such as targeting users in Europe and the Gulf region, reflecting the importance of localized operations for growth.
3. User behavior insights: Trendyol's significant contribution to revenue growth highlights the potential of emerging markets, offering brands strategies to adapt to changing demand.
4. Product development implications: Expanding product offerings to meet diverse needs suggests brands should optimize their product lines for cross-border trends.
Sellers can interpret growth opportunities, risks, and learnings to guide business decisions.
1. Growth markets: AliExpress's joint venture in South Korea offers partnership opportunities for market expansion; investments in Europe and the Gulf indicate emerging user acquisition potential.
2. Risk alerts: Increased investments led to wider losses, but improving unit economics suggest risks are manageable, requiring sellers to balance investment and efficiency.
3. Positive opportunities: Seasonal cross-border investments drove revenue growth; value-added services boosted wholesale revenue by 18%, offering a model for sellers to learn from.
4. Key learnings: Sequential improvement in AliExpress Choice's unit economics demonstrates operational optimization strategies; the joint venture model can be replicated as a partnership example.
Factories should focus on product demand and e-commerce opportunities for production and digital transformation insights.
1. Product demand: AliExpress's expanded product offerings indicate growing demand for diversified goods, suggesting factories optimize production lines for cross-border markets.
2. Business opportunities: Wholesale value-added services revenue grew 18%, showing potential in cross-border services like logistics or customized solutions, which factories can explore.
3. Digital transformation: Alibaba's continued investment in e-commerce platforms like AliExpress and Trendyol offers factories lessons in digital operations to improve efficiency; unit economics improvement highlights cost-control methods.
Service providers can analyze industry trends and solutions to address client pain points.
1. Industry trends: Cross-border business drove 32% revenue growth, with international retail up 36%, indicating strong e-commerce momentum and growth areas for service providers.
2. Client pain points: Increased investments led to losses, reflecting cost challenges in expansion; but improving unit economics offer optimization directions, suggesting service providers develop efficiency tools.
3. Solutions: AliExpress Choice's economic improvement demonstrates operational optimization strategies; Trendyol's local business profitability offers a model for solving efficiency issues.
Marketplace operators can reference platform operations and merchant acquisition strategies for management optimization.
1. Latest platform practices: AliExpress's joint venture enhances local services, and its diversified business models meet consumer needs, showcasing localized operational innovation.
2. Merchant acquisition and operations: The joint venture model attracts partnerships like Shinsegae Group, which platforms can replicate; sequential unit economics improvement indicates operational optimization, but increased investments require risk management.
3. Risk mitigation: Losses widened due to targeted market investments, highlighting the need to balance expansion and efficiency; Lazada's improved monetization offers a risk management example.
Researchers can explore industry dynamics and business models for policy insights.
1. Industry trends: Cross-border e-commerce drove 32% revenue growth, with international retail up 36% and Trendyol contributing significantly, indicating emerging market-driven trends.
2. Emerging issues: Losses widened to RMB 4.952 billion due to increased investments, partially offset by efficiency gains, highlighting the challenge of balancing investment and returns.
3. Business models: AliExpress Choice's improved unit economics offers a sustainable operation model; the joint venture showcases partnership innovation, providing value for policy recommendations.
Disclaimer: The "Quick Summary" content is entirely generated by AI. Please exercise discretion when interpreting the information. For issues or corrections, please email run@ebrun.com .
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【亿邦原创】2月20日消息，阿里巴巴发布2025财年第三季度财报。财报数据显示，本季度阿里国际数字商业集团营收同比增长32%至377.56亿元；经调整EBITA为亏损49.52亿元，2023年同期为亏损31.46亿元。
阿里巴巴方面表示，业务增长得益于跨境业务的增长；亏损主要由于对Trendyol跨境业务和速卖通的投入增加所致，部分被Lazada变现率和运营效率提升导致的经营亏损大幅减少，以及Trendyol本地业务的盈利能力改善所抵消。
分业务来看，本季度国际零售业务收入为315.53亿元，相较2023年同期的232.60亿元增长36%。增长主要靠速卖通和Trendyol营收增长拉动。
本季度，速卖通持续丰富产品供应，构建多元化业务模式来满足本地消费者需求，并宣布在韩国与新世界集团（Shinsegae）成立合资公司，经营速卖通韩国站和Gmarket，以更好地服务韩国消费者并增强竞争力。
值得注意的是，本次财报中特地提及了Trendyol对国际零售业务营收增长的贡献。
本季度，阿里国际在年底跨境旺季期间投入环比扩大，并持续在特定的欧洲市场和海湾地区投入以获取用户，导致亏损增加，但速卖通Choice业务的单位经济效益仍环比改善。
本季度，阿里国际批发业务收入为人民币62.03亿元，同比增长18%，主要是由于与跨境业务相关的增值服务收入增长所致。
文章来源：亿邦动力 |
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# 阿里国际Q3财报：营收同比增长32% 速卖通和Trendyol拉动增长
王浩然 2025-02-20 19:35
王浩然 2025/02/20 19:35
邦小白快读
EN
全文速览
阿里国际Q3财报显示强劲增长但亏损扩大，提供关键数据和行动点参考。
1\. 营收同比增长32%至377.56亿元，主要受跨境业务拉动，国际零售业务收入增长36%至315.53亿元，由速卖通和Trendyol贡献显著。
2\. 亏损增至49.52亿元，源于对速卖通和Trendyol的投入增加，但部分被Lazada和Trendyol本地业务效率提升抵消。
3\. 速卖通通过丰富产品供应和多元化业务模式满足本地需求，并与韩国新世界集团成立合资公司经营速卖通韩国站和Gmarket，增强竞争力。
4\. 速卖通Choice业务的单位经济效益环比改善，显示运营优化；批发业务收入增长18%至62.03亿元，受益于跨境增值服务。
品牌商可关注阿里国际的本地化营销和消费趋势，为品牌建设提供参考。
1\. 品牌渠道建设：速卖通与韩国新世界集团成立合资公司，强化本地市场服务，显示合作模式可提升品牌竞争力。
2\. 消费趋势：速卖通多元化业务模式针对本地消费者需求，如针对欧洲和海湾地区投入获取用户，反映本地化运营是增长关键。
3\. 用户行为观察：Trendyol对营收增长的贡献突出新兴市场潜力，品牌可借鉴其策略应对需求变化。
4\. 产品研发启示：丰富产品供应以满足多样化需求，品牌可优化产品线以适应跨境趋势。
卖家可解读增长机会、风险和可学习点，指导业务决策。
1\. 增长市场：速卖通在韩国成立合资公司，提供合作方式拓展市场；欧洲和海湾地区投入显示新兴用户获取机会。
2\. 风险提示：投入增加导致亏损扩大，但单位经济效益改善提示风险可控，卖家需平衡投入与效率。
3\. 正面机会：跨境旺季投入带来营收增长，增值服务推动批发业务增18%，卖家可学习增值模式。
4\. 可学习点：速卖通Choice业务单位经济环比提升，展示运营优化策略；合资公司模式可复制为合作范例。
工厂可关注产品需求和电商机会，启示生产与数字化转型。
1\. 产品生产需求：速卖通丰富产品供应，显示对多样化商品的需求增长，工厂可优化生产线以匹配跨境市场。
2\. 商业机会：批发业务增值服务收入增长18%，表明跨境相关服务如物流或定制方案有潜力，工厂可探索合作。
3\. 推进数字化启示：阿里持续投入电商如速卖通和Trendyol，工厂可借鉴数字化运营提升效率；单位经济效益改善提示成本控制方法。
服务商可分析行业趋势和解决方案，应对客户痛点。
1\. 行业发展趋势：跨境业务驱动营收增长32%，国际零售增36%，显示电商强劲势头，服务商可把握增长领域。
2\. 客户痛点：投入增加导致亏损，反映扩张中的成本挑战；但单位经济效益改善提供优化方向，服务商可开发效率工具。
3\. 解决方案：速卖通Choice业务的经济提升展示运营优化方案；Trendyol本地业务盈利能力改善，服务商可参考其模型解决效率问题。
平台商可参考平台运营和招商策略，优化管理。
1\. 平台最新做法：速卖通成立合资公司增强本地服务，多元化业务模式满足消费者需求，显示本地化运营创新。
2\. 招商与运营管理：合资公司模式吸引合作如新世界集团，平台可复制招商；单位经济效益环比改善提示运营优化，但投入增加需风险规避。
3\. 风向规避：亏损扩大源于特定市场投入，平台需平衡扩张与效率；Lazada变现率提升提供风险管理范例。
研究者可探讨产业动向和商业模式，提供政策启示。
1\. 产业新动向：跨境电商推动营收增长32%，国际零售增36%，Trendyol贡献显著，显示新兴市场驱动趋势。
2\. 新问题：亏损增至49.52亿元，源于投入增加，但部分被效率提升抵消，提示投入回报平衡挑战。
3\. 商业模式：速卖通Choice业务单位经济改善，提供可持续运营模型；合资公司模式展示合作创新，研究者可分析其政策建议价值。
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[ 速卖通转向精细化运营 阿里国际在本季度盈利1.62亿元](https://m.ebrun.com/624262.html)
[ 跨境“三小龙”在韩发展迅猛：用户总量赶超本土时尚平台 纷纷发力本地业务布局](https://m.ebrun.com/632017.html)
Quick Summary
Alibaba International's Q3 earnings report shows strong growth but widening losses, providing key data and action points for reference.
1\. Revenue increased 32% year-over-year to RMB 37.756 billion, primarily driven by cross-border business, with international retail revenue growing 36% to RMB 31.553 billion, significantly contributed by AliExpress and Trendyol.
2\. Losses widened to RMB 4.952 billion due to increased investment in AliExpress and Trendyol, partially offset by improved operational efficiency in Lazada and Trendyol's local businesses.
3\. AliExpress is meeting local demand by diversifying its product offerings and business models, and has established a joint venture with South Korea's Shinsegae Group to operate AliExpress Korea and Gmarket, enhancing its competitiveness.
4\. The unit economics of AliExpress Choice showed sequential improvement, indicating operational optimization; wholesale business revenue grew 18% to RMB 6.203 billion, benefiting from cross-border value-added services.
Brands should focus on Alibaba International's localized marketing and consumption trends for brand-building insights.
1\. Brand channel development: AliExpress's joint venture with Shinsegae Group strengthens local market services, demonstrating that partnerships can enhance brand competitiveness.
2\. Consumption trends: AliExpress's diversified business models cater to local consumer needs, such as targeting users in Europe and the Gulf region, reflecting the importance of localized operations for growth.
3\. User behavior insights: Trendyol's significant contribution to revenue growth highlights the potential of emerging markets, offering brands strategies to adapt to changing demand.
4\. Product development implications: Expanding product offerings to meet diverse needs suggests brands should optimize their product lines for cross-border trends.
Sellers can interpret growth opportunities, risks, and learnings to guide business decisions.
1\. Growth markets: AliExpress's joint venture in South Korea offers partnership opportunities for market expansion; investments in Europe and the Gulf indicate emerging user acquisition potential.
2\. Risk alerts: Increased investments led to wider losses, but improving unit economics suggest risks are manageable, requiring sellers to balance investment and efficiency.
3\. Positive opportunities: Seasonal cross-border investments drove revenue growth; value-added services boosted wholesale revenue by 18%, offering a model for sellers to learn from.
4\. Key learnings: Sequential improvement in AliExpress Choice's unit economics demonstrates operational optimization strategies; the joint venture model can be replicated as a partnership example.
Factories should focus on product demand and e-commerce opportunities for production and digital transformation insights.
1\. Product demand: AliExpress's expanded product offerings indicate growing demand for diversified goods, suggesting factories optimize production lines for cross-border markets.
2\. Business opportunities: Wholesale value-added services revenue grew 18%, showing potential in cross-border services like logistics or customized solutions, which factories can explore.
3\. Digital transformation: Alibaba's continued investment in e-commerce platforms like AliExpress and Trendyol offers factories lessons in digital operations to improve efficiency; unit economics improvement highlights cost-control methods.
Service providers can analyze industry trends and solutions to address client pain points.
1\. Industry trends: Cross-border business drove 32% revenue growth, with international retail up 36%, indicating strong e-commerce momentum and growth areas for service providers.
2\. Client pain points: Increased investments led to losses, reflecting cost challenges in expansion; but improving unit economics offer optimization directions, suggesting service providers develop efficiency tools.
3\. Solutions: AliExpress Choice's economic improvement demonstrates operational optimization strategies; Trendyol's local business profitability offers a model for solving efficiency issues.
Marketplace operators can reference platform operations and merchant acquisition strategies for management optimization.
1\. Latest platform practices: AliExpress's joint venture enhances local services, and its diversified business models meet consumer needs, showcasing localized operational innovation.
2\. Merchant acquisition and operations: The joint venture model attracts partnerships like Shinsegae Group, which platforms can replicate; sequential unit economics improvement indicates operational optimization, but increased investments require risk management.
3\. Risk mitigation: Losses widened due to targeted market investments, highlighting the need to balance expansion and efficiency; Lazada's improved monetization offers a risk management example.
Researchers can explore industry dynamics and business models for policy insights.
1\. Industry trends: Cross-border e-commerce drove 32% revenue growth, with international retail up 36% and Trendyol contributing significantly, indicating emerging market-driven trends.
2\. Emerging issues: Losses widened to RMB 4.952 billion due to increased investments, partially offset by efficiency gains, highlighting the challenge of balancing investment and returns.
3\. Business models: AliExpress Choice's improved unit economics offers a sustainable operation model; the joint venture showcases partnership innovation, providing value for policy recommendations.
Disclaimer: The "Quick Summary" content is entirely generated by AI. Please exercise discretion when interpreting the information. For issues or corrections, please email run@ebrun.com .
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【亿邦原创】2月20日消息，阿里巴巴发布2025财年第三季度财报。财报数据显示，本季度阿里国际数字商业集团营收同比增长32%至377.56亿元；经调整EBITA为亏损49.52亿元，2023年同期为亏损31.46亿元。
阿里巴巴方面表示，业务增长得益于跨境业务的增长；亏损主要由于对Trendyol跨境业务和速卖通的投入增加所致，部分被Lazada变现率和运营效率提升导致的经营亏损大幅减少，以及Trendyol本地业务的盈利能力改善所抵消。
[](https://imgs.ebrun.com/resources/2025_02/2025_02_20/2025022017417400512102822.png)
分业务来看，本季度国际零售业务收入为315.53亿元，相较2023年同期的232.60亿元增长36%。增长主要靠速卖通和Trendyol营收增长拉动。
本季度，速卖通持续丰富产品供应，构建多元化业务模式来满足本地消费者需求，并宣布在韩国与新世界集团（Shinsegae）成立合资公司，经营速卖通韩国站和Gmarket，以更好地服务韩国消费者并增强竞争力。
值得注意的是，本次财报中特地提及了Trendyol对国际零售业务营收增长的贡献。
本季度，阿里国际在年底跨境旺季期间投入环比扩大，并持续在特定的欧洲市场和海湾地区投入以获取用户，导致亏损增加，但速卖通Choice业务的单位经济效益仍环比改善。
本季度，阿里国际批发业务收入为人民币62.03亿元，同比增长18%，主要是由于与跨境业务相关的增值服务收入增长所致。
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| Readable Markdown | 2025-02-20 19:35
王浩然 2025/02/20 19:35
邦小白快读
EN
阿里国际Q3财报显示强劲增长但亏损扩大，提供关键数据和行动点参考。
1\. 营收同比增长32%至377.56亿元，主要受跨境业务拉动，国际零售业务收入增长36%至315.53亿元，由速卖通和Trendyol贡献显著。
2\. 亏损增至49.52亿元，源于对速卖通和Trendyol的投入增加，但部分被Lazada和Trendyol本地业务效率提升抵消。
3\. 速卖通通过丰富产品供应和多元化业务模式满足本地需求，并与韩国新世界集团成立合资公司经营速卖通韩国站和Gmarket，增强竞争力。
4\. 速卖通Choice业务的单位经济效益环比改善，显示运营优化；批发业务收入增长18%至62.03亿元，受益于跨境增值服务。
品牌商可关注阿里国际的本地化营销和消费趋势，为品牌建设提供参考。
1\. 品牌渠道建设：速卖通与韩国新世界集团成立合资公司，强化本地市场服务，显示合作模式可提升品牌竞争力。
2\. 消费趋势：速卖通多元化业务模式针对本地消费者需求，如针对欧洲和海湾地区投入获取用户，反映本地化运营是增长关键。
3\. 用户行为观察：Trendyol对营收增长的贡献突出新兴市场潜力，品牌可借鉴其策略应对需求变化。
4\. 产品研发启示：丰富产品供应以满足多样化需求，品牌可优化产品线以适应跨境趋势。
卖家可解读增长机会、风险和可学习点，指导业务决策。
1\. 增长市场：速卖通在韩国成立合资公司，提供合作方式拓展市场；欧洲和海湾地区投入显示新兴用户获取机会。
2\. 风险提示：投入增加导致亏损扩大，但单位经济效益改善提示风险可控，卖家需平衡投入与效率。
3\. 正面机会：跨境旺季投入带来营收增长，增值服务推动批发业务增18%，卖家可学习增值模式。
4\. 可学习点：速卖通Choice业务单位经济环比提升，展示运营优化策略；合资公司模式可复制为合作范例。
工厂可关注产品需求和电商机会，启示生产与数字化转型。
1\. 产品生产需求：速卖通丰富产品供应，显示对多样化商品的需求增长，工厂可优化生产线以匹配跨境市场。
2\. 商业机会：批发业务增值服务收入增长18%，表明跨境相关服务如物流或定制方案有潜力，工厂可探索合作。
3\. 推进数字化启示：阿里持续投入电商如速卖通和Trendyol，工厂可借鉴数字化运营提升效率；单位经济效益改善提示成本控制方法。
服务商可分析行业趋势和解决方案，应对客户痛点。
1\. 行业发展趋势：跨境业务驱动营收增长32%，国际零售增36%，显示电商强劲势头，服务商可把握增长领域。
2\. 客户痛点：投入增加导致亏损，反映扩张中的成本挑战；但单位经济效益改善提供优化方向，服务商可开发效率工具。
3\. 解决方案：速卖通Choice业务的经济提升展示运营优化方案；Trendyol本地业务盈利能力改善，服务商可参考其模型解决效率问题。
平台商可参考平台运营和招商策略，优化管理。
1\. 平台最新做法：速卖通成立合资公司增强本地服务，多元化业务模式满足消费者需求，显示本地化运营创新。
2\. 招商与运营管理：合资公司模式吸引合作如新世界集团，平台可复制招商；单位经济效益环比改善提示运营优化，但投入增加需风险规避。
3\. 风向规避：亏损扩大源于特定市场投入，平台需平衡扩张与效率；Lazada变现率提升提供风险管理范例。
研究者可探讨产业动向和商业模式，提供政策启示。
1\. 产业新动向：跨境电商推动营收增长32%，国际零售增36%，Trendyol贡献显著，显示新兴市场驱动趋势。
2\. 新问题：亏损增至49.52亿元，源于投入增加，但部分被效率提升抵消，提示投入回报平衡挑战。
3\. 商业模式：速卖通Choice业务单位经济改善，提供可持续运营模型；合资公司模式展示合作创新，研究者可分析其政策建议价值。
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Alibaba International's Q3 earnings report shows strong growth but widening losses, providing key data and action points for reference.
1\. Revenue increased 32% year-over-year to RMB 37.756 billion, primarily driven by cross-border business, with international retail revenue growing 36% to RMB 31.553 billion, significantly contributed by AliExpress and Trendyol.
2\. Losses widened to RMB 4.952 billion due to increased investment in AliExpress and Trendyol, partially offset by improved operational efficiency in Lazada and Trendyol's local businesses.
3\. AliExpress is meeting local demand by diversifying its product offerings and business models, and has established a joint venture with South Korea's Shinsegae Group to operate AliExpress Korea and Gmarket, enhancing its competitiveness.
4\. The unit economics of AliExpress Choice showed sequential improvement, indicating operational optimization; wholesale business revenue grew 18% to RMB 6.203 billion, benefiting from cross-border value-added services.
Brands should focus on Alibaba International's localized marketing and consumption trends for brand-building insights.
1\. Brand channel development: AliExpress's joint venture with Shinsegae Group strengthens local market services, demonstrating that partnerships can enhance brand competitiveness.
2\. Consumption trends: AliExpress's diversified business models cater to local consumer needs, such as targeting users in Europe and the Gulf region, reflecting the importance of localized operations for growth.
3\. User behavior insights: Trendyol's significant contribution to revenue growth highlights the potential of emerging markets, offering brands strategies to adapt to changing demand.
4\. Product development implications: Expanding product offerings to meet diverse needs suggests brands should optimize their product lines for cross-border trends.
Sellers can interpret growth opportunities, risks, and learnings to guide business decisions.
1\. Growth markets: AliExpress's joint venture in South Korea offers partnership opportunities for market expansion; investments in Europe and the Gulf indicate emerging user acquisition potential.
2\. Risk alerts: Increased investments led to wider losses, but improving unit economics suggest risks are manageable, requiring sellers to balance investment and efficiency.
3\. Positive opportunities: Seasonal cross-border investments drove revenue growth; value-added services boosted wholesale revenue by 18%, offering a model for sellers to learn from.
4\. Key learnings: Sequential improvement in AliExpress Choice's unit economics demonstrates operational optimization strategies; the joint venture model can be replicated as a partnership example.
Factories should focus on product demand and e-commerce opportunities for production and digital transformation insights.
1\. Product demand: AliExpress's expanded product offerings indicate growing demand for diversified goods, suggesting factories optimize production lines for cross-border markets.
2\. Business opportunities: Wholesale value-added services revenue grew 18%, showing potential in cross-border services like logistics or customized solutions, which factories can explore.
3\. Digital transformation: Alibaba's continued investment in e-commerce platforms like AliExpress and Trendyol offers factories lessons in digital operations to improve efficiency; unit economics improvement highlights cost-control methods.
Service providers can analyze industry trends and solutions to address client pain points.
1\. Industry trends: Cross-border business drove 32% revenue growth, with international retail up 36%, indicating strong e-commerce momentum and growth areas for service providers.
2\. Client pain points: Increased investments led to losses, reflecting cost challenges in expansion; but improving unit economics offer optimization directions, suggesting service providers develop efficiency tools.
3\. Solutions: AliExpress Choice's economic improvement demonstrates operational optimization strategies; Trendyol's local business profitability offers a model for solving efficiency issues.
Marketplace operators can reference platform operations and merchant acquisition strategies for management optimization.
1\. Latest platform practices: AliExpress's joint venture enhances local services, and its diversified business models meet consumer needs, showcasing localized operational innovation.
2\. Merchant acquisition and operations: The joint venture model attracts partnerships like Shinsegae Group, which platforms can replicate; sequential unit economics improvement indicates operational optimization, but increased investments require risk management.
3\. Risk mitigation: Losses widened due to targeted market investments, highlighting the need to balance expansion and efficiency; Lazada's improved monetization offers a risk management example.
Researchers can explore industry dynamics and business models for policy insights.
1\. Industry trends: Cross-border e-commerce drove 32% revenue growth, with international retail up 36% and Trendyol contributing significantly, indicating emerging market-driven trends.
2\. Emerging issues: Losses widened to RMB 4.952 billion due to increased investments, partially offset by efficiency gains, highlighting the challenge of balancing investment and returns.
3\. Business models: AliExpress Choice's improved unit economics offers a sustainable operation model; the joint venture showcases partnership innovation, providing value for policy recommendations.
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【亿邦原创】2月20日消息，阿里巴巴发布2025财年第三季度财报。财报数据显示，本季度阿里国际数字商业集团营收同比增长32%至377.56亿元；经调整EBITA为亏损49.52亿元，2023年同期为亏损31.46亿元。
阿里巴巴方面表示，业务增长得益于跨境业务的增长；亏损主要由于对Trendyol跨境业务和速卖通的投入增加所致，部分被Lazada变现率和运营效率提升导致的经营亏损大幅减少，以及Trendyol本地业务的盈利能力改善所抵消。
[](https://imgs.ebrun.com/resources/2025_02/2025_02_20/2025022017417400512102822.png)
分业务来看，本季度国际零售业务收入为315.53亿元，相较2023年同期的232.60亿元增长36%。增长主要靠速卖通和Trendyol营收增长拉动。
本季度，速卖通持续丰富产品供应，构建多元化业务模式来满足本地消费者需求，并宣布在韩国与新世界集团（Shinsegae）成立合资公司，经营速卖通韩国站和Gmarket，以更好地服务韩国消费者并增强竞争力。
值得注意的是，本次财报中特地提及了Trendyol对国际零售业务营收增长的贡献。
本季度，阿里国际在年底跨境旺季期间投入环比扩大，并持续在特定的欧洲市场和海湾地区投入以获取用户，导致亏损增加，但速卖通Choice业务的单位经济效益仍环比改善。
本季度，阿里国际批发业务收入为人民币62.03亿元，同比增长18%，主要是由于与跨境业务相关的增值服务收入增长所致。
文章来源：亿邦动力 |
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