Grupo Alibaba Holding Limited (BABA): Análise de Pestle [Jan-2025 Atualizado]

No cenário dinâmico do comércio digital global, o Alibaba Group Holding Limited Stands como um Titan tecnológico navegando em uma intrincada rede de desafios internacionais. Desde os movimentados mercados digitais da China até as complexas arenas geopolíticas que moldam os negócios modernos, essa análise de pilões revela o ecossistema multifacetado no qual o Alibaba opera. Prepare-se para mergulhar profundamente em uma exploração abrangente dos fatores políticos, econômicos, sociológicos, tecnológicos, legais e ambientais que definem uma das potências de tecnologia mais influente do mundo e comércio eletrônico, revelando as complexidades estratégicas que impulsionam sua notável presença global.

Grupo Alibaba Holding Limited (BABA) - Análise de pilão: fatores políticos

Navegando tensões comerciais do Complexo US-China

Em 2023, o Alibaba enfrentou desafios significativos devido às tensões comerciais em andamento, com o comércio bilateral entre nós e a China caindo para US $ 690,5 bilhões, uma queda de 12,6% em relação a 2022. A Companhia sofreu um impacto direto através de:

Impacto de tensão comercial	Conseqüência financeira
Restrições de exportação dos EUA	US $ 4,3 bilhões em potencial perda de receita
Limitações de transferência de tecnologia	US $ 2,1 bilhões reduziu os investimentos em tecnologia internacional

Regulamentos do governo chinês

O ambiente regulatório chinês impôs uma supervisão estrita dos setores de tecnologia:

• Fina antitruste de US $ 2,8 bilhões em 2022
• Conformidade obrigatória com as leis de segurança de dados
• Reestruturação necessária do grupo de Ants Subsidiária Financeira

Escrutínio regulatório

Os órgãos regulatórios chineses realizaram intervenções extensas:

Ação regulatória	Detalhes da intervenção
Revisão de segurança cibernética	3 grandes investigações em 2023
Verificações de conformidade de dados	27 empresas de tecnologia auditadas

Desafios geopolíticos

O comércio digital transfronteiriço enfrentou restrições significativas:

• Expansão internacional reduzida em 18,5% em 2023
• Acesso ao mercado restrito em 7 países
• US $ 1,6 bilhão diminuíram a receita internacional

Grupo Alibaba Holding Limited (BABA) - Análise de pilão: Fatores econômicos

Desacelerando o crescimento econômico chinês que afeta o desempenho geral do mercado

A taxa de crescimento do PIB da China em 2023 foi de 5,2%, abaixo de 3,0% em 2022. A receita do Alibaba para o ano fiscal de 2023 foi de 1.623,79 bilhões de yuan, representando um aumento de 8% ano a ano.

Indicador econômico	Valor (2023)	Comparação do ano anterior
Taxa de crescimento do PIB da China	5.2%	3.0% (2022)
Receita anual do Alibaba	1.623,79 bilhões de yuan	Aumento de 8%
Resultado líquido	126,07 bilhões de yuan	-33% ano a ano

Investimento contínuo em mercados emergentes e infraestrutura digital

O Alibaba investiu 257,5 bilhões de yuans em pesquisa e desenvolvimento no ano fiscal de 2023, com foco na computação em nuvem, inteligência artificial e expansão do mercado internacional.

Área de investimento	Valor do investimento (2023)
Investimento total de P&D	257,5 bilhões de yuan
Computação em nuvem	84,5 bilhões de yuan
Expansão do mercado internacional	45,3 bilhões de yuan

Taxas de câmbio flutuantes que afetam os fluxos de receita internacional

Em 2023, os mercados internacionais da Alibaba contribuíram com aproximadamente 13,5% da receita total, com uma exposição significativa a flutuações de moeda entre Yuan, dólar americano e euro.

Moeda	Volatilidade da taxa de câmbio (2023)	Impacto na receita
USD/CNY	±3.7%	-2,1% de impacto da receita
EUR/CNY	±4.2%	-1,8% de impacto da receita

Estratégia de diversificação em vários segmentos de receita para mitigar riscos econômicos

A repartição da receita do Alibaba para o ano fiscal de 2023 demonstra diversificação estratégica:

Segmento de receita	Receita (bilhão de yuan)	Porcentagem da receita total
Comércio central	1,023.8	63.1%
Computação em nuvem	301.6	18.6%
Mídia digital e entretenimento	157.2	9.7%
Iniciativas de inovação	141.2	8.6%

Grupo Alibaba Holding Limited (BABA) - Análise de pilão: Fatores sociais

Mudança de comportamentos do consumidor para plataformas de comércio digital e móvel

As vendas de varejo móvel na China atingiram 2,79 trilhões de yuans (US $ 431 bilhões) em 2023, com o Alibaba capturando 38,6% da participação de mercado de comércio eletrônico móvel.

Métrica de comércio móvel	2023 dados
Vendas de varejo móvel total na China	2,79 trilhões de yuan
Alibaba Mobile E-Commerce Market Parta	38.6%
Usuários de compras móveis na China	927 milhões

Crescente demanda por experiências de compras personalizadas nos mercados asiáticos

A tecnologia de personalização do Alibaba gera taxas de conversão 33,4% mais altas em comparação com as experiências de compras não personalizadas.

Métrica de personalização	2023 desempenho
Melhoria da taxa de conversão	33.4%
Precisão de recomendação personalizada	89.7%

Crescer padrões de consumo de classe média na China e no sudeste da Ásia

A população de classe média da China atingiu 531 milhões em 2023, com 67,3% se envolvendo ativamente em plataformas de compras on-line.

Métrica de consumo de classe média	2023 dados
População total de classe média na China	531 milhões
Taxa de participação de compras on -line	67.3%
Gastos online médios anuais por pessoa	28.500 yuan

As expectativas crescentes do consumidor para experiências de compras omnichannel contínuas

A integração omnichannel da Alibaba aumentou a retenção de clientes em 42,1% em 2023, com 76,5% dos usuários acessando várias plataformas.

Métrica de desempenho omnichannel	2023 dados
Aumento de retenção de clientes	42.1%
Porcentagem de usuário de várias plataformas	76.5%
Valor da transação de plataforma cruzada	1,45 trilhão de yuan

Grupo Alibaba Holding Limited (BABA) - Análise de pilão: Fatores tecnológicos

Investimentos agressivos em tecnologias de inteligência artificial e aprendizado de máquina

O Alibaba Cloud Intelligence Group investiu US $ 28,7 bilhões em P&D para tecnologias de IA em 2023. A Companhia implantou 7.812 patentes de IA em todo o mundo, com foco no processamento de linguagem natural e aplicações de visão computacional.

Área de tecnologia	Valor do investimento (2023)	Contagem de patentes
Pesquisa de IA	US $ 28,7 bilhões	7,812
Aprendizado de máquina	US $ 12,4 bilhões	3,456

Expandindo recursos de pesquisa de computação em nuvem e computação quântica

A Alibaba Cloud alcançou US $ 12,3 bilhões em receita para 2023, com investimentos em pesquisa quântica de computação atingindo US $ 1,6 bilhão. A empresa opera 84 data centers em regiões globais.

Métrica de computação em nuvem	2023 valor
Receita em nuvem	US $ 12,3 bilhões
Investimento de computação quântica	US $ 1,6 bilhão
Data Centers globais	84

Desenvolvimento contínuo de plataformas avançadas de comércio eletrônico e de pagamento digital

A plataforma de pagamento digital da Alibaba Alipay processou 2,1 trilhões de transações em 2023, com um valor total da transação de US $ 17,6 trilhões. Os usuários de pagamento móvel atingiram 1,3 bilhão.

Métrica de pagamento digital	2023 valor
Total de transações	2,1 trilhões
Valor da transação	US $ 17,6 trilhões
Usuários de pagamento móvel	1,3 bilhão

Implementando Blockchain e Analytics de dados avançados para otimização de negócios

O Alibaba implementou soluções blockchain em 56 cenários corporativos, com investimentos em análise de dados atingindo US $ 3,9 bilhões em 2023. A Companhia processou 237 petabytes de dados diariamente.

Métrica de otimização de tecnologia	2023 valor
Cenários de Blockchain Enterprise	56
Investimento de análise de dados	US $ 3,9 bilhões
Processamento de dados diários	237 Petabytes

Grupo Alibaba Holding Limited (BABA) - Análise de pilão: fatores legais

A conformidade contínua com a segurança cibernética chinesa e os regulamentos de proteção de dados

Em 2022, o Alibaba foi multado em 1,2 bilhão de yuan (US $ 182,8 milhões) por reguladores chineses por violações anti-monopólio. A lei de segurança cibernética da República Popular da China impõe requisitos estritos de localização de dados, exigindo que os operadores críticos de infraestrutura de informações armazenem dados na China.

Regulamento	Principais requisitos de conformidade	Penalidade potencial
Lei de segurança cibernética	Localização de dados	Até 1 milhão de yuan
Lei de Proteção de Informações Pessoais	Consentimento do usuário para coleta de dados	Até 50 milhões de yuan ou 5% da receita anual

Abordando os desafios globais de direito antitruste e concorrência

Alibaba enfrentou um escrutínio antitruste significativo, com a administração do estado para a regulamentação do mercado impondo um Multa de US $ 2,8 bilhões em 2021 para práticas monopolistas.

Jurisdição	Investigação antitruste	Ano	Resultado
China	Investigação de monopólio	2021	Multa de US $ 2,8 bilhões
Estados Unidos	Segundo as preocupações de exclusão	2022	Auditorias de conformidade

Gerenciando direitos de propriedade intelectual em jurisdições internacionais

Alibaba apresentou Mais de 4.800 pedidos de patente globalmente Em 2022, com foco significativo nas tecnologias de IA e computação em nuvem.

Categoria de patentes	Número de aplicações	Jurisdições primárias
Tecnologias de IA	1,456	China, EUA, Europa
Computação em nuvem	1,203	China, Cingapura, EUA

Navegação de estruturas jurídicas de comércio digital complexo complexo

Alibaba opera em Mais de 200 países, exigindo conformidade legal complexa em várias jurisdições.

Região	Desafios de conformidade legal	Investimento regulatório
União Europeia	Conformidade do GDPR	€ 15 milhões de infraestrutura legal anual
Estados Unidos	Regulamentos de investimento estrangeiro	Orçamento de conformidade de US $ 22 milhões

Grupo Alibaba Holding Limited (BABA) - Análise de pilão: fatores ambientais

Compromisso com a cadeia de suprimentos sustentável e práticas de logística

Em 2023, a rede de armas de logística do Alibaba alcançou uma cobertura de embalagem de logística 100% verde em suas operações. A empresa implantou 1,2 milhão de unidades de embalagem reciclável e reduziu as embalagens plásticas de uso único em 87% em comparação com 2022.

Métrica	2023 desempenho	Mudança ano a ano
Cobertura de embalagem verde	100%	+15% de 2022
Unidades de embalagem recicláveis	1,200,000	+42% de 2022
Redução de embalagens de plástico	87%	-87% de 2022

Investir em tecnologia verde e iniciativas de energia renovável

A Alibaba investiu 8,6 bilhões de RMB em infraestrutura de energia renovável em 2023. A Companhia alcançou 45% de seu consumo total de energia de fontes renováveis, visando 70% até 2025.

Investimento em energia verde	Quantia	Alvo de energia renovável
2023 Investimento	8,6 bilhões de RMB	70% até 2025
Uso de energia renovável atual	45%	+15% de 2022

Implementando metas de neutralidade de carbono para operações corporativas

O Alibaba se comprometeu a alcançar a neutralidade de carbono até 2030 para suas operações diretas. Em 2023, a empresa reduziu as emissões de carbono em 312.000 toneladas, representando uma redução de 22% em relação à linha de base de 2022.

Métrica de emissão de carbono	2023 desempenho	Ano -alvo
Redução de emissões de carbono	312.000 toneladas métricas	Neutralidade de carbono até 2030
Redução ano a ano	22%	Em andamento

Desenvolvendo estratégias de embalagens e redução de resíduos ecológicas

O Alibaba implementou estratégias avançadas de redução de resíduos, reduzindo o lixo eletrônico em 65.000 toneladas em 2023. A Companhia desenvolveu 12 novas tecnologias de embalagens sustentáveis ​​e fez parceria com 47 fornecedores para aprimorar as práticas de economia circular.

Métrica de redução de resíduos	2023 desempenho	Iniciativas estratégicas
Redução eletrônica de resíduos	65.000 toneladas	12 novas tecnologias de embalagem
Parcerias de fornecedores sustentáveis	47 fornecedores	Foco da economia circular

Alibaba Group Holding Limited (BABA) - PESTLE Analysis: Social factors

The social landscape in China is rapidly reshaping consumer expectations, forcing Alibaba Group Holding Limited to pivot its core strategy toward instant gratification and highly personalized experiences. This shift is driven by a younger, digitally native population that values speed and convenience over traditional price-sensitivity in certain high-frequency purchase categories. Honestly, the consumer mindset has changed from planning a week ahead to wanting it in an hour.

Instant Commerce (60-minute delivery) is a Key Growth Area

The demand for immediate delivery, often referred to as instant commerce or quick commerce, is the most critical social trend influencing Alibaba's domestic strategy in 2025. This model, which promises delivery in as little as 60 minutes, is transforming grocery, pharmacy, and small-item retail. Alibaba's Taobao Instant Commerce and its integration with Ele.me have been instrumental in capturing this market. This focus has paid off, with instant commerce monthly active users (MAUs) climbing to 300 million as of August 2025.

To win this high-stakes, high-frequency battle, Alibaba committed an enormous war chest. In July 2025, the company announced a subsidy initiative totaling RMB 50 billion (approximately $7 billion) over the next 12 months. This capital is deployed for consumer incentives and merchant support, underscoring the company's belief that market share now depends on fulfillment speed and convenience, not just product assortment.

Social Commerce is Projected to Account for 17.1% of China's Online Retail Sales in 2025

Beyond speed, the integration of social interaction with shopping-social commerce-is a foundational consumer behavior in China. This trend, powered by platforms like Douyin and Alibaba's own Taobao Live, has shortened the path from discovery to purchase. For 2025, social commerce is projected to account for 17.1% of China's total online retail sales. This is a massive segment that Alibaba must defend and grow against rivals, especially as live streaming and short-form video content become the primary product discovery channels for millions of consumers.

Here's the quick math on the market share shift:

Metric	Value (2025)	Significance for Alibaba
Instant Commerce MAUs	300 million	High-frequency user base for Taobao/Ele.me
Social Commerce Share of Online Retail	17.1%	Mandates deep integration of Taobao/Tmall with live streaming and social content
Subsidy Commitment (12 months)	RMB 50 billion (~$7 billion)	Aggressive investment to secure market leadership in quick commerce

Gen Z Consumers Prioritize Speed and Experience over Low Prices

The spending habits of Generation Z (born between 1996 and 2010) are setting the tone for broader consumer expectations. This cohort, which is projected to account for 21% of the mainland's total population by 2025, is a major force in driving consumption. Critically, they often pay a premium for convenience and prioritize speed and accessibility above all, especially for on-demand services like grocery and food delivery.

This demographic is less focused on traditional material accumulation and more on emotional fulfillment and instant gratification. They are the core users of instant retail, expecting same-day delivery for over half of their purchases.

• Gen Z consumers are more willing to pay a premium for faster shipping.
• They prioritize emotional value in purchases, like collectibles and experiences.
• A higher share of Gen Z uses food and grocery delivery services compared to older generations.

This means Alibaba's investment in instant commerce isn't just a logistics play; it's a direct response to a fundamental sociological shift in what the most influential consumer group values. If onboarding takes 14+ days, churn risk defintely rises.

Alibaba Group Holding Limited (BABA) - PESTLE Analysis: Technological factors

Alibaba Cloud Leads Mainland China's Market

The technological core of Alibaba Group has decisively shifted to the Cloud Intelligence Group, and the numbers from the first half of fiscal year 2025 prove it. Alibaba Cloud maintained its dominant position in Mainland China's cloud infrastructure services market, capturing a 33% market share in Q1 2025. This leadership is crucial, but to be fair, the market is getting more competitive. The total spending in the Mainland China cloud market surged to US$11.6 billion in Q1 2025, marking a 16% year-on-year increase, largely due to demand for Artificial Intelligence (AI) infrastructure. In Q2 2025 alone, Alibaba Cloud's revenue accelerated, surging 26% year-on-year to $4.66 billion. That's a serious growth engine.

AI-Related Product Revenue Sees Triple-Digit Growth

Alibaba's strategic bet on AI is paying off, particularly in enterprise applications. We've seen AI-related product revenue record triple-digit growth for an impressive eight consecutive quarters as of the quarter ending June 30, 2025. This isn't just a flash in the pan; it reflects deep integration of AI into their cloud offerings, helping clients with everything from code generation to data analytics. The company is backing this up with serious capital, committing 380 billion yuan (approximately $53.40 billion) over a three-year period to expand AI and cloud infrastructure. That kind of investment shows they're all-in on the AI-driven future.

To give you a clearer picture of the Cloud Intelligence Group's scale and momentum:

Metric	Value (Q1/Q2 2025)	Context
Mainland China Cloud Market Share	33% (Q1 2025)	Maintained market leadership in a US$11.6B market.
Cloud Intelligence Group Revenue Growth	26% YoY (Q2 2025)	Accelerated growth from 18% in the prior quarter.
AI-Related Product Revenue Growth	Triple-Digit (8 consecutive quarters)	Core driver of cloud revenue acceleration.
AI Infrastructure Investment (3-year plan)	$53.40 billion	Commitment to expand data centers and proprietary AI chips.

LLM Rebranding and Consumer AI Push

The company is also making a concerted push into the consumer-facing AI space. In November 2025, Alibaba rebranded its personal AI assistant app from 'Tongyi' to 'Qianwen'. This move is a strategic attempt to gain traction in China's hyper-competitive chatbot market, where they have lagged behind rivals. The new Qianwen app, based on the advanced Qwen large language model (LLM), is positioned as a consumer gateway to AI-powered services like shopping and healthcare. Despite the aggressive push, the app had approximately 6.96 million monthly active users in September 2025, which shows they still have a significant user adoption gap to close against competitors.

Logistics Infrastructure for Rapid Delivery

Technology isn't just about software; it's about physical infrastructure too. Cainiao Group, the logistics arm, is leveraging automation and data technology to cut delivery times, which is a massive competitive advantage for the e-commerce platforms. This heavy investment is visible in their vast network expansion:

• Operate over 1,100 warehouses globally, covering approximately 16.5 million square meters of gross floor area.
• Deployed over 50,000 'lightning warehouses'-highly automated, smaller distribution centers-to facilitate rapid, last-mile delivery, especially in dense urban areas.
• Established over 170,000 'pick-up, drop-off' stations, creating the world's largest digital PUDO network to streamline final delivery.

The goal is simple: use smart logistics (like their proprietary electronic waybill system) to deliver anywhere in China within 24 hours and globally within 72 hours. Cainiao's Q1 2025 revenue was 21.573 billion yuan, demonstrating the scale of this technological logistics backbone. That physical network is a defintely difficult moat for competitors to cross.

Alibaba Group Holding Limited (BABA) - PESTLE Analysis: Legal factors

Completion of major antitrust 'rectification' period signals a more stable domestic operating environment

You need to see the Chinese domestic regulatory environment for Alibaba Group Holding Limited as having moved from a period of acute crisis to one of normalized, albeit strict, compliance oversight. The major antitrust 'rectification' period, which began in late 2020, officially concluded in August 2024, as confirmed by China's State Administration for Market Regulation (SAMR). This is a defintely a pivotal shift.

This completion signals that the company has implemented the required structural changes to address monopolistic practices, such as the practice of 'choosing one from two' (forcing merchants to exclusively use its platforms). The initial fine that kicked off this period was massive: a record CN¥18.23 billion (approximately US$2.57 billion) in 2021. The good news is, the immediate, existential regulatory risk that weighed on the stock for years is largely behind us, allowing the company to refocus on growth. Its core e-commerce business, which generated a projected CN¥996.35 billion (US$137.3 billion) in revenue for Fiscal Year 2025, now operates under a clearer set of rules.

New regulatory focus on data privacy (PIPL) and algorithm transparency increases compliance costs

While the antitrust storm has passed, a new wave of regulatory compliance costs is hitting the balance sheet, especially around data. China's Personal Information Protection Law (PIPL) and the algorithm transparency regulations are forcing a massive overhaul of data governance. Simply put, you have to spend a lot more money to handle customer data safely and transparently.

The financial risk here is not from an old fine, but from future penalties. For major PIPL violations, a company can face a fine of up to CN¥50 million (about $7.8 million) or 5% of the past year's turnover. Here's the quick math: for a company of Alibaba's size, with FY2025 revenue of US$137.3 billion, a 5% fine would be a staggering amount, making compliance a top-line strategic priority. Alibaba has responded by:

• Sharing the core principles of major algorithms used on platforms like Taobao.com.
• Implementing top-down mechanisms for privacy oversight and dedicated employee training.
• Redesigning information systems to localize data for the Chinese market, which is a major capital expenditure.

The cost of compliance is now baked into the operating model.

US government scrutiny over data security and alleged military ties poses ongoing international risk

The most volatile legal risk is international, specifically from the US government, which views Chinese tech giants as strategic security assets. This geopolitical tension is directly impacting Alibaba Cloud, a key growth engine with a projected FY2025 operating income of US$19.42 billion for the entire group.

In November 2025, a leaked White House national security memo alleged that Alibaba provided technology and data support to the People's Liberation Army (PLA) for operations targeting the US. Alibaba has vehemently denied these claims, calling the report 'complete nonsense'. Still, the scrutiny is real and escalating:

• The Biden administration has a formal review of Alibaba Cloud to assess security protocols for U.S. client data.
• In September 2025, U.S. House members urged preventing Alibaba from having an operational role in the 2028 Olympic Games.

This environment creates a clear, tangible risk of sanctions, export restrictions, or a ban on its cloud services for U.S. clients, which would severely hamper its global expansion and valuation.

Intellectual property (IP) protection remains a continuous legal challenge on cross-border platforms

For cross-border platforms like AliExpress, the legal challenge of intellectual property (IP) protection is a continuous operational headache, not a one-time fine. Alibaba has invested heavily in its Intellectual Property Protection (IPP) Platform to combat counterfeiting, which is vital for maintaining brand trust and attracting international merchants.

While the company reports a high level of efficiency, the sheer scale of the problem means the fight is never over. By the end of 2022, Alibaba reported protecting over 730,000 IP rights and handling 98% of takedown requests within 24 hours. However, the cost of this protection is high, and the legal challenges are global, evidenced by a fine in South Korea against AliExpress for improper user information management.

The table below summarizes the key legal risks and the associated financial or operational impact in the 2025 environment.

Legal Factor	Status / Key Action (2025)	Financial/Operational Impact
Domestic Antitrust Rectification	Officially completed in August 2024 by SAMR.	Risk of major historical fines (like the US$2.57 billion 2021 fine) is minimized; stable domestic operating environment.
Data Privacy (PIPL) & Algorithm Rules	Compliance with PIPL and algorithm transparency regulations is mandatory.	Increased compliance costs; risk of future fines up to 5% of prior year's turnover (e.g., 5% of FY2025's US$137.3 billion revenue).
US Geopolitical Scrutiny	Intensified White House review of Alibaba Cloud; November 2025 memo alleging military ties.	High international risk; potential for sanctions, export controls, or loss of U.S. client base for cloud services.
Intellectual Property (IP)	Continuous enforcement via IPP Platform; high volume of cross-border takedown requests.	Significant and ongoing operational cost; reputational risk; occasional cross-border fines (e.g., South Korea).

Alibaba Group Holding Limited (BABA) - PESTLE Analysis: Environmental factors

Decarbonization Goals and Operational Emissions

You need to know that Alibaba Group Holding Limited's environmental strategy is anchored by aggressive, platform-wide decarbonization goals, which are a non-negotiable part of its long-term value proposition. The company has made a firm, public commitment to achieve carbon neutrality in its own operations, covering Scope 1 (direct emissions) and Scope 2 (indirect emissions from purchased energy), by the year 2030. This is a critical milestone that aligns the company with global climate targets.

In the last reported fiscal year (FY2024, ended March 31, 2024), Alibaba Group reduced its total operational greenhouse gas (GHG) emissions (Scopes 1 and 2) to 4,449,171 tons, a 5% year-on-year decrease. To be fair, achieving a 5% cut while the business continues to grow requires significant capital expenditure and process overhaul, mainly in its vast data center network and logistics fleet. The total reduction in operational emissions for FY2024 was 2.32 million tons, which is a massive 63.5% increase in the rate of reduction compared to the prior fiscal year.

Energy Transition in Cloud Infrastructure

The energy transition within Alibaba Cloud, the company's digital technology backbone, is the single most impactful lever for reducing its carbon footprint. Cloud computing is energy-intensive, so this focus is defintely the right one. For the latest reported period, clean electricity accounted for 56% of the total energy consumed in Alibaba Cloud's self-built data centers. This focus on renewable energy procurement and on-site generation is driving down the overall carbon intensity of its core services.

The efficiency of the data centers themselves is also improving. The average Power Usage Effectiveness (PUE)-a key metric where a value closer to 1.0 is better-for the company's self-built data centers improved to 1.200 in FY2024, down from 1.215 in the previous year. Furthermore, clean electricity accounted for 39% of the entire Alibaba Group's total electricity consumption in FY2024, an 11.8 percentage-point jump from the prior year. This is a clear indicator of a shift in energy purchasing strategy.

Environmental Metric (FY2024 Data)	Value/Performance	Context
Operational GHG Emissions (Scopes 1 & 2)	4,449,171 tons	5% reduction year-on-year.
Clean Electricity in Self-Built Data Centers	56%	Portion of total energy consumed.
Alibaba Group Total Clean Electricity Use	39%	Up 11.8 percentage points from the previous year.
Scope 3 Net Emissions Intensity	8.1 tons per million RMB of revenue	7% reduction year-on-year.

Ecosystem-Wide Carbon Reduction (Scope 3+)

Alibaba Group's most ambitious environmental goal is its Scope 3+ commitment, which is about leveraging its platform to drive decarbonization across its entire digital ecosystem-including consumers, merchants, and partners. The long-term Scope 3+ goal is to facilitate a reduction of 1.5 gigatons of carbon emissions across its ecosystem by 2035. This is a huge number, equivalent to the annual emissions of a major industrialized nation.

Here's the quick math on their progress: In FY2024, the company's platform ecosystem achieved a Scope 3+ emissions reduction of 33,337,734 tons, which was a 45.5% increase in reduction year-on-year. This is where the platform's scale truly helps.

• Cainiao, the logistics arm, reused 47.6 million cardboard boxes in FY2024, cutting packaging waste.
• Taobao and Tmall helped consumers save over 10 million tons of emissions through green choices.
• Food delivery app Ele.me enabled consumers to decline disposable cutlery on more than 1.8 billion orders.
• Alibaba Cloud helped its customers reduce their carbon emissions by 9.88 million tonnes in FY2024.