本论探讨了互联网巨头阿里巴巴的生态化发展路径和赋能企业转型的能力，按照阿里巴巴在消费领域重点投资的四大领域：传统商超、物流行业、消费品牌和新零售行业进行了分析。阿里巴巴生态体系中各平台间的相互导流可以降低用户获取成本、提升运营效率、同时获取海量的用户数据加深用户洞察。蚂蚁金服、菜鸟物流、阿里云等业务不仅可以支撑阿里巴巴平台各种业务自身的发展，提升用户体验，还可以分别从金融、供应链管理、数据处理等多方面赋能商家发展，与合作厂商协同发展的战略将会为阿里巴巴的长期发展提供有力支撑。本文认为，赋能消费领域企业转型的本质是数据驱动的效率提升，通过人、货、场的重构更高效的触达消费者。海量的用户数据是基石、数据处理能力是重点，平台化及与合作伙伴互惠共赢是长期可持续发展的关键。参考阿里巴巴的发展路径，本文认为，龙头互联网公司有能力协助传统企业转型、实现降本增效；互联网龙头公司搭建的基础技术设施可为实体行业企业转型增效提供重要支撑。龙头互联网公司生态体系中的海量数据和完善的基础设施布局可以赋能企业转型，未来，龙头互联网公司与线下实体行业更加紧密的合作将助推更全面的企业现代化转型发展。
The thesis discussed the development strategies of Alibaba’s ecosystem and capabilities on enterprise empowering, focusing on the four sectors of Alibaba’s key investment domain, including supermarkets, logistics, retail brands and new retail. The cross-direction of traffic among platforms within Alibaba’s ecosystem can reduce traffic acquisition costs, increase operating efficiency as well as obtain significant amount of user data to enhance insights.Ant Financial, Cainiao Logistics and AliCloud can support the development of different Alibaba’s businesses and improve customer experience. Meanwhile,they can empower merchants from different perspectives such as finance,supply chain management and data management. The cooperation with partners lays solid foundation for the long-term development of Alibaba. The thesis points out that the essence of empowering consumer-facing enterprises is to improve efficiency through effective data analysis, and to efficiently reach consumers through restructuring of the relationship among consumers, merchandise and marketplaces. Massive user data is the cornerstone; data management capability is also essential; and mutual benefits for Alibaba andits partners will be the key to sustainable development.Based on the study of Alibaba's development, the thesis believes that, leading Internet companies can effectively facilitate traditional enterprises to transform and improve efficiency. The massive data and comprehensive technology infrastructures developed within the ecosystems of leading Internet companies can enable the transformation of traditional enterprises. In the future, theleading internet companies should collaborate more closely with traditional sector enterprises, to support their comprehensive digitization and business transformation process.
