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URLhttps://www.morketing.com/detail/21669
Last Crawled2026-03-24 22:00:45 (16 days ago)
First Indexed2022-02-25 11:51:05 (4 years ago)
HTTP Status Code200
Meta Title阿里Q3净利润下跌75%,天猫佣金 + 广告业务首次出现负增长|Morketing_全球营销商业媒体平台
Meta Description属于阿里巴巴的寒冬,终于降临了?
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2月24日,阿里巴巴公布2022财年三季度业绩,营收2425.8亿元人民币,同比增长9.7%;云计算业务的营收同比增长20%,达到人民币195.39亿元;本地化服务业务营收同比增长27%,达到人民币121.41亿元;国际电商营收同比增长18%,达到人民币164.49亿元。 本季阿里巴巴净利润大幅下跌,仅为人民币192.24亿元,同比下跌75%。就算是在Non-GAAP准则下,阿里巴巴第三财季的净利润也只有446.24亿元人民币,较同期下滑25%。 阿里方面表示这是由于数字媒体及娱乐领域的商誉减值,及公司持有的股权投资的公允价格变动导致的。 值得注意的是,阿里的核心业务淘宝天猫佣金 + 广告的客户管理收入为 1001 亿,同比增长-1%,出现了史无前例的负增长,国内电商调整后 EBITA 盈利是 497 亿,同比增长-24%,淘宝天猫的营收、变现能力进一步下降了。 这可能与监管部门持续引导平台降低费率有关,加之抖音、快手、拼多多等平台在实物电商领域不断对淘宝体系发起冲击,电商利润的下降也是市场变化的必然结果。 在用户活跃度方面,阿里表现还算良好。阿里巴巴生态全球年活跃消费者达到约12.8亿,净增长4300万;其中9.79亿消费者来自中国市场,主要由陶特贡献,3.01亿消费者则来自海外。
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[![Morketing LOGO](https://www.morketing.com/_nuxt/img/logo-sticky.755cb54.png)](https://www.morketing.com/) 首页 内容中心 快讯 专栏 生态 商务通 人脉 课程 活动 活动推荐 峰会回顾 IP矩阵 AI导航 灵眸大赏 企业管理 登录 注册 绑定邮箱 安全验证 绑定邮箱 安全验证 取消 确定 # 阿里Q3净利润下跌75%,天猫佣金 + 广告业务首次出现负增长 作者: 春晓 时间: 2022-02-25 16:08 ![摘要](data:image/png;base64,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) 【摘要】 属于阿里巴巴的寒冬,终于降临了? 2月24日,阿里巴巴公布2022财年三季度业绩,营收2425.8亿元人民币,同比增长9.7%;云计算业务的营收同比增长20%,达到人民币195.39亿元;本地化服务业务营收同比增长27%,达到人民币121.41亿元;国际电商营收同比增长18%,达到人民币164.49亿元。 ![阿里巴巴.png](https://cdn.morketing.com/upload/20220225/1645776593152166860.png) 本季阿里巴巴净利润大幅下跌,仅为人民币192.24亿元,同比下跌75%。就算是在Non-GAAP准则下,阿里巴巴第三财季的净利润也只有446.24亿元人民币,较同期下滑25%。 阿里方面表示这是由于数字媒体及娱乐领域的商誉减值,及公司持有的股权投资的公允价格变动导致的。 ![阿里巴巴2.png](https://cdn.morketing.com/upload/20220225/164577660727401660.png) 值得注意的是,阿里的核心业务淘宝天猫佣金 + 广告的客户管理收入为 1001 亿,同比增长-1%,出现了史无前例的负增长,国内电商调整后 EBITA 盈利是 497 亿,同比增长-24%,淘宝天猫的营收、变现能力进一步下降了。 这可能与监管部门持续引导平台降低费率有关,加之抖音、快手、拼多多等平台在实物电商领域不断对淘宝体系发起冲击,电商利润的下降也是市场变化的必然结果。 在用户活跃度方面,阿里表现还算良好。阿里巴巴生态全球年活跃消费者达到约12.8亿,净增长4300万;其中9.79亿消费者来自中国市场,主要由陶特贡献,3.01亿消费者则来自海外。 ![点赞](data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAABQAAAAUCAYAAACNiR0NAAAACXBIWXMAAAsTAAALEwEAmpwYAAABaWlDQ1BEaXNwbGF5IFAzAAB4nHWQvUvDUBTFT6tS0DqIDh0cMolD1NIKdnFoKxRFMFQFq1OafgltfCQpUnETVyn4H1jBWXCwiFRwcXAQRAcR3Zw6KbhoeN6XVNoi3sfl/Ticc7lcwBtQGSv2AijplpFMxKS11Lrke4OHnlOqZrKooiwK/v276/PR9d5PiFlNu3YQ2U9cl84ul3aeAlN//V3Vn8maGv3f1EGNGRbgkYmVbYsJ3iUeMWgp4qrgvMvHgtMunzuelWSc+JZY0gpqhrhJLKc79HwHl4plrbWD2N6f1VeXxRzqUcxhEyYYilBRgQQF4X/8044/ji1yV2BQLo8CLMpESRETssTz0KFhEjJxCEHqkLhz634PrfvJbW3vFZhtcM4v2tpCAzidoZPV29p4BBgaAG7qTDVUR+qh9uZywPsJMJgChu8os2HmwiF3e38M6Hvh/GMM8B0CdpXzryPO7RqFn4Er/QcXKWq8MSlPPgAAAOJJREFUeAGtlY0RgjAMhRMmcARGcAMZwQ3ETdyEEdQJxAkcATfADWLKPS2U8tOW7w5CQ/ouCW0hmkBE9mK56pVTCipQyZA2SVQnNxAymV7w/KAYdOIRAk3P12VJMaBnhtIRFArF9KnXtzxUMPP4Ctg7M78pFU3i5ZYL/7qSNeaEJTHAE7dEZeIYXzJ3BbRcdgVpmXP2E2MwFckz6Osbwj6j3sjaXg2zb/+rIlVQ7J7vNkFG6RSw9VaCB9hnd9+gZNu/VEG3f4boklVkp6bCsCZPyrE00j94dVCKPUxDMImMfg1fJFzPnayek14AAAAASUVORK5CYII=) 点赞 1 本文为Morketing原创,转载请联系作者。 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2月24日,阿里巴巴公布2022财年三季度业绩,营收2425.8亿元人民币,同比增长9.7%;云计算业务的营收同比增长20%,达到人民币195.39亿元;本地化服务业务营收同比增长27%,达到人民币121.41亿元;国际电商营收同比增长18%,达到人民币164.49亿元。 ![阿里巴巴.png](https://cdn.morketing.com/upload/20220225/1645776593152166860.png) 本季阿里巴巴净利润大幅下跌,仅为人民币192.24亿元,同比下跌75%。就算是在Non-GAAP准则下,阿里巴巴第三财季的净利润也只有446.24亿元人民币,较同期下滑25%。 阿里方面表示这是由于数字媒体及娱乐领域的商誉减值,及公司持有的股权投资的公允价格变动导致的。 ![阿里巴巴2.png](https://cdn.morketing.com/upload/20220225/164577660727401660.png) 值得注意的是,阿里的核心业务淘宝天猫佣金 + 广告的客户管理收入为 1001 亿,同比增长-1%,出现了史无前例的负增长,国内电商调整后 EBITA 盈利是 497 亿,同比增长-24%,淘宝天猫的营收、变现能力进一步下降了。 这可能与监管部门持续引导平台降低费率有关,加之抖音、快手、拼多多等平台在实物电商领域不断对淘宝体系发起冲击,电商利润的下降也是市场变化的必然结果。 在用户活跃度方面,阿里表现还算良好。阿里巴巴生态全球年活跃消费者达到约12.8亿,净增长4300万;其中9.79亿消费者来自中国市场,主要由陶特贡献,3.01亿消费者则来自海外。
Shard196 (laksa)
Root Hash9596262401464415996
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