天下沒有難做的生意

張小安

Easy to dobusiness anywhere

我想，大部分中國(guó)人對(duì)“馬云”這個(gè)名字一點(diǎn)也不陌生。他一手創(chuàng)辦的淘寶網(wǎng)改變了人們的購(gòu)物方式。本期介紹的這封信是馬云寫給阿里巴巴股東的，一起來(lái)看看吧。

Dear Alibaba Shareholders，

Thank you for putting your trust in Alibabaand me four years ago.

I am writing this final letter to you asChairman of the Board of Alibaba. As I toldyou last month， I will be transitioning the roleof Chairman to our CEO Daniel Zhang inSeptember next year. However， as a partnerin the Alibaba Partnership， shareholder andfounder of the company， I will always behappy to engage in any discussion about thecompany at any time in the future.

As business evolves， the biggestchallenge of any company is to ensure smoothleadership succession and cultural continuity. I am very proud of and grateful for what Alibabahas achieved over the past 19 years. Becausewe established unique systems to ensure talentdevelopment and preservation of Alibabasculture and values， we now have a leadershipteam that is ready for the future. Daniel Zhangwill lead a team of young， talented people withoutstanding business acumen and leadershipqualities so that Alibaba will continue to bringpositive impact to the world.

As for myself， I will devote more timeand effort to education， philanthropy and theenvironment. While I will not allow myself to sitidle， this time， I will be able to spend time onchoosing interesting and meaningful causesthat I can be passionate about. Of course， I willforever belong to Alibaba， be grateful to Alibabaand be at Alibaba's side to support and cheerfor the company.

Alibaba will remain committed tosustainable growth for at least 102 years andour mission to“make it easy to do businessanywhere." We will take one step at a time forthis ideal： by the year 2036， we aim to serve 2billion global consumers， empower 10 millionprofitable businesses and create 100 millionjobs.

Recently， the global economy has founditself in a state of turmoil. Uncertainties abound in trade relations， consumer trends，stock markets and the manufacturing industry. US-China trade tensions create increased risk of instability. This is the thirdtime in Alibaba's 19-year history that we have encountered a setback in the global economy.But our past experience tells us there arehuge opportunities behind the anxiety and friction. The only question is how we shouldpivot. Monumental challenges give rise tomonumental opportunities， and Alibaba iswell-positioned because we are adept atweathering adversity.

When it gets difficult to do business， it isprecisely the time to fulfill our mission to makeit easy to do business anywhere.

Today's conventional business model andregulatory framework for global trade is facingenormous challenges. This has presented theperfect opportunity for us to make globalizationa priority. We have spent the past three yearsto develop a trading system that serves smalland medium enterprises and consumersaround the world. We've made progresstoward realizing our goals of “global buy”“global sell"“global pay"“global delivery" and“global travel." To ensure small and medium enterprises， young people and women havefair access to global trade， we are alsopromoting inclusiveness under the“4Ts"一trade， tourism， training and technology. I amexcited that we are able to deploy Alibabastechnology， experience and resources，thereby establishing and improving a new andinclusive global trade system for the future.

Nine years ago， Alibaba made acommitment to the development of proprietaryInternet and data technology. Since then，we have truly transformed into a technologycompany. Our strategic focus in data science，cloud computing， artificial intelligence andthe Internet of Things （IoT） have laid thefoundation for us to effect revolutionarychange. We aim to use our technology tocreate enormous value for the manufacturing，retail and financial sectors. For the past twoyears， we have realized value in the retailindustry through empowering 200，000 brick-and-mortar stores to implement online andoffline integration， making our New Retailvision possible.

The manufacturing sector is alsoundergoing changes. In the future， themanufacturing industry will be defined by theseamless integration of manufacturing andservices. The entire industry will be rebornthrough customized， tailor-made and data-driven production. Alibaba is not interested inbecoming a manufacturer. Instead， Alibabaaims to empower manufacturers by providingtechnology， such as artificial intelligence，blockchain and the IoT. By doing so， we helptens of millions of manufacturing enterprisestackle problems of the future. Both Alibaba andthe manufacturing industry will face challengestogether， but we will also share opportunitiesahead.

For the past 19 years， Alibaba has builta comprehensive and prosperous digitaleconomy that is as strong as any ecosystem.Now， with 30，000 engineers， operating talentand the constant rollout of innovative productsand services， I can feel Alibaba is embarkingon an unprecedented development trajectory.Against this backdrop，confidence in ourfuture and in ourselves has never been moreimportant.

I want to thank you- our shareholders-for your trust and support. Alibaba will not stopat opportunities that are already apparent. Wewill always invest for the future. Our focus onthe future n means that current turbulence andinstability will not likely impact us. We stronglybelieve that if we innovate to solve problemsand create real value in the process， marketopportunity and profitability will not escape us.

At this time next year， when I hand overmy executive responsibilities， my status will beas an Alibaba shareholder just like each oneof you. With anticipation， curiosity and pride，I look forward to joining you as we embark onour next journey together.

Jack Ma

Executive Chairman

Alibaba Group Holding Limited

尊敬的投資者：

感謝你們四年來(lái)對(duì)阿里巴巴，對(duì)我的信任。

這是我最后一次以阿里巴巴董事局主席身份給你們寫信。不過(guò)，作為阿里巴巴合伙人，股東和創(chuàng)始人，將來(lái)的任何時(shí)候，我樂意和你們一起探討任何問(wèn)題。

此刻我充滿驕傲和欣慰，對(duì)企業(yè)自身的進(jìn)化來(lái)說(shuō)，企業(yè)領(lǐng)導(dǎo)層和組織文化的傳承一直是任何企業(yè)的最大挑戰(zhàn)。阿里巴巴盡19年之力建立了獨(dú)特的人才機(jī)制、文化體系和自己的價(jià)值觀，因?yàn)檫@一切，我們才成為今天的我們;也因?yàn)檫@-切，我們才能在此刻擁有一支屬于明天的領(lǐng)導(dǎo)團(tuán)隊(duì)。張勇正帶領(lǐng)著阿里巴巴的年輕人們展示著他們卓越的商業(yè)才華和領(lǐng)導(dǎo)力，未來(lái)的阿里巴巴一定會(huì)讓世界有更多驚喜。

至于我個(gè)人，我會(huì)投入更多的時(shí)間到教育、公益、環(huán)保;我一定不會(huì)也不能讓自己空閑下來(lái)。不過(guò)，這次，我有足夠的時(shí)間去挑選幾件我自己感興趣，有趣而且有意義有價(jià)值的事。當(dāng)然，我永遠(yuǎn)屬于阿里巴巴，我感恩阿里巴巴，阿里巴巴未來(lái)的每一個(gè)重要時(shí)刻，我仍然會(huì)陪伴它、支持它、為它鼓掌為它加油。

阿里巴巴將永遠(yuǎn)堅(jiān)持做一家102年的企業(yè)，我們不會(huì)改變“讓天下沒有難做的生意”這個(gè)使命。為此，我們會(huì)一步一個(gè)腳印的走近它。在未來(lái)20年，我們將服務(wù)全世界20億消費(fèi)者，幫助1000萬(wàn)家中小企業(yè)盈利，創(chuàng)造1億就業(yè)機(jī)會(huì)。

最近，全球經(jīng)濟(jì)正在遇到困難，貿(mào)易、消費(fèi)、股市、制造業(yè)一切開始變得不確定，中美貿(mào)易摩擦也進(jìn)一步增加了市場(chǎng)的慌亂，阿里巴巴在19年間，已經(jīng)第三次經(jīng)歷這樣的全球性的波折，過(guò)去的經(jīng)歷告訴我們，這些波折，焦慮，摩擦背后隱藏著巨大的機(jī)會(huì)，問(wèn)題是如何改變自己。沒有歷史性挑戰(zhàn)，何來(lái)歷史性機(jī)遇？阿里巴巴是一家善于把握逆境的公司。

生意難做之時(shí)，正是我們兌現(xiàn)“讓天下沒有難做的生意”的使命之時(shí)。

今天I業(yè)時(shí)代的貿(mào)易模式和貿(mào)易規(guī)則遇到了巨大的問(wèn)題，這恰恰是我們?nèi)蚧淖鳛橹畽C(jī)。我們?cè)谶^(guò)去三年打造了一個(gè)服務(wù)于全球中小企業(yè)和消費(fèi)者的貿(mào)易體系，正在實(shí)現(xiàn)全球買、全球賣、全球付、全球運(yùn)、全球玩。推動(dòng)“4T”（Trade、Tourism、Training、Technology）的全球普惠，讓全球中小企業(yè)、年輕人和女性都能平等便利地參與全球貿(mào)易。利用阿里巴巴的技術(shù)，經(jīng)驗(yàn)和資源，能參與建立完善未來(lái)全球新型普惠貿(mào)易體系，我們感到無(wú)比的興奮。

9年前阿里巴巴已經(jīng)轉(zhuǎn)型為一家技術(shù)公司。我們?cè)诖髷?shù)據(jù)、云計(jì)算、人工智能、物聯(lián)網(wǎng)上的全面布局和準(zhǔn)備，正是為中國(guó)乃至全球的制造業(yè)進(jìn)行變革打下基礎(chǔ)。我們用技術(shù)為制造業(yè)、零售業(yè)、金融業(yè)創(chuàng)造巨大價(jià)值，過(guò)去兩年，這個(gè)價(jià)值已經(jīng)在零售業(yè)顯現(xiàn)，在中國(guó)，我們用技術(shù)讓20萬(wàn)家零售業(yè)門店實(shí)現(xiàn)了線上和線下一體，打開了新零售之路。

制造業(yè)也在變革，未來(lái)的制造業(yè)，是制造業(yè)和服務(wù)業(yè)的完美結(jié)合，是個(gè)性化、定制化和數(shù)據(jù)化的生產(chǎn)，是整個(gè)行業(yè)的重生。阿里巴巴不是進(jìn)軍制造業(yè)，而是賦能制造業(yè)，利用人工智能、區(qū)塊鏈和物聯(lián)網(wǎng)等技術(shù)幫助制造業(yè)變革，幫助千千萬(wàn)萬(wàn)的制造業(yè)企業(yè)應(yīng)對(duì)未來(lái)的挑戰(zhàn)，這是我們和制造業(yè)共同的挑戰(zhàn)，也是共同的機(jī)遇。

阿里巴巴19年來(lái)建立起來(lái)的豐富繁榮的經(jīng)濟(jì)體生態(tài)系統(tǒng)，我們近3萬(wàn)名的科技工程人員，我們強(qiáng)大的運(yùn)營(yíng)管理，人才和每天層出不窮的創(chuàng)新產(chǎn)品和服務(wù)，我覺得阿里巴巴正走在一條前所未有的發(fā)展道路上，我們需要的是更加堅(jiān)定的相信未來(lái)，相信自己。

感謝股東們的信任和支持，阿里巴巴從來(lái)不為看得見的機(jī)會(huì)布局，永遠(yuǎn)只為未來(lái)投入。正是因?yàn)檫@樣，眼前暫時(shí)的風(fēng)浪和波折，難以傷害我們，因?yàn)槲覀兿嘈?，只要為了解決問(wèn)題而創(chuàng)新，只要?jiǎng)?chuàng)造了真正的價(jià)值，-定不缺市場(chǎng)、不缺利潤(rùn)。

明年這個(gè)時(shí)候，我和你們一樣，也是一名阿里巴巴股東。期待那一天，和你們一起，懷著期待、好奇和驕傲，和大家-起，堅(jiān)持相信！

馬云

阿里巴巴集團(tuán)董事局主席