Jiang Fan

In December 2021, Alibaba carried out a new round of organizational structure adjustments, and Jiang Fan was transferred to the head of "Overseas Digital Business". Now, Jiang Fan has been in office for nearly a year, and the outside world has not seen the growth momentum of Alibaba's overseas e-commerce, especially when domestic giants have launched overseas businesses, Alibaba has become a relatively low-key member.

The financial report shows that Alibaba's international business grew 4% year-on-year to 15.747 billion yuan this quarter. Among them, the international retail part grew by 3% and the international wholesale part grew by 6%. Overall, the overseas digital business sector accounts for 8% of Alibaba's revenue, which is not optimistic within the Alibaba system.

Today, the overseas e-commerce market focuses on SHEIN and Pinduoduo's TEMU. In September this year, Pinduoduo launched an overseas e-commerce platform, entering the North American market with low prices and engaging in a head-on battle with SHEIN; TikTok has also expanded its territory in many countries overseas, launched an official mall in Indonesia, and prepared to enter the Spanish market; after Shopee experienced layoffs and business contraction, Alibaba's Lazada did not take the opportunity to reverse its lagging situation in Southeast Asia.