Alibaba's financial report released: International site becomes a highlight, GMV increased 25 times in the past 7 years

On February 20 , Alibaba released its latest quarterly financial report, which exceeded market expectations and its stock price surged by nearly 15 % . At the financial report analyst meeting that evening, Alibaba International Station, a B2B cross-border e-commerce business , was highly anticipated. Alibaba specifically mentioned that B2B will maintain a steady growth trend in the next few years.

The financial report data for the quarter showed that Alibaba International Station grew by 18% year-on-year, and if we look at it from a time perspective , Alibaba International Station's GMV has grown 25 times in the past seven years . It has maintained rapid growth over the years, and its core indicators in many overseas markets have risen rapidly . In Europe, the recent order volume has increased by more than 70 % year-on-year on a lunar year basis .

As Alibaba's earliest business, the core driving force behind the continued high growth of the international site lies in the rapid application of AI tools and the rapid upgrade of platform fulfillment services. This not only corresponds to what Alibaba mentioned at the analyst meeting: "Use AI to deeply transform and upgrade various businesses and seize new development opportunities in the AI ​​era " , but also directly points to the comprehensive transformation of the traditional B2B foreign trade experience.

On this basis, Alibaba International Station is also further increasing its investment, and recently launched eight new merchant support initiatives code-named "Eight First Crossing the Sea". By doubling the platform's investment in Europe and other places, it will help merchants expand market opportunities with a more stable B2B cross-border e-commerce model.

Behind the growth of the international site: AI transforms foreign trade, and the platform guarantees contract fulfillment

For many years, B2B foreign trade has been a very attractive but also very traditional model, with large orders, high profits, and stable sustainability. Maintaining one or two big customers for several years is the norm for many foreign trade merchants.

But the disadvantages are equally obvious: the process is long and the operation is complicated. It requires not only operating the products, but also visiting customers and doing marketing around the world, not to mention having to keep an eye on the compliance risks in various markets. Many businesses are discouraged.

In the AI ​​era, Alibaba International Station has solved this problem. Through the four AI agents of product operation, automatic reception, intelligent marketing, and compliance risk control, it helps merchants deal with various problems encountered in the entire foreign trade process, and more "novice" foreign trade merchants can also get started quickly.

At present, Alibaba International Station's AI overseas products have served 69,000 merchants around the world, with AI releasing over 8 million products and AI receiving over 40 million buyers. The response rate of buyers received by AI has increased by 39%.

In fact, there are indeed a large number of businesses that have really relied on AI to get big orders. Just like the recent hotly discussed order in the overseas market: Yiwu foreign trade boss Xu Jingqian, with the help of Alibaba International Station's AI business assistant, received a customer in the new market in the Middle East in the middle of the night. After several rounds of communication, the simple inquiry turned into a potential customer, and finally signed a large order of more than 20 million US dollars.

During the whole process, the Saudi customer actually asked more than 20 sellers at the same time . Only Xu Jingqian became the Saudi customer's first choice thanks to the Alibaba International Station AI's response in seconds and professional answers in the middle of the night .

But this is just the beginning of AI foreign trade applications. Shortly after Xu Jingqian took over the Saudi Arabian order, Alibaba International Station announced the access to the most advanced large models such as DeepSeek R1 and Tongyi Qianwen Qwen 2.5-Max to further enhance the reasoning ability, which means that Alibaba International Station AI tools will have greater value in the future.

It is expected that through self-evolution, the capabilities of AI Agent will quickly reach the level of top foreign trade salesmen.

After AI accepts the order, the subsequent links of foreign trade can also be completed through the professional fulfillment service of Alibaba International Station. Through 26 years of deep cultivation in the field of foreign trade, Alibaba International Station has accumulated complete credit guarantee, logistics fulfillment, financial services, and after-sales guarantee capabilities. For any merchant who has just started a B2B business, they can quickly complete the entire process like an experienced "old foreign trade" .

In summary, making foreign trade extremely simple is the core logic behind the continued growth of Alibaba International Station , and this is a model dividend .

With more market investment, B2B will become more and more important

AI simplifies the process, platform services ensure fulfillment, and the next step is the layout of new markets .

A closer look at the "Eight Firsts Across the Sea" plan recently launched by Alibaba International Station reveals that its path is to further target the six core European countries while ensuring stable growth in the US market, and to double the platform's investment to acquire more buyers.

This layout did not start with the recent shock of foreign trade policy. Last year, Alibaba International Station invested heavily in the European Cup and the Olympic Games. In major European countries, Alibaba International Station has entered the top 5 of the e-commerce APP download list, and France has jumped to the third place. A B2B e-commerce for professional buyers ranks so high, which shows how popular the international station is overseas.

The significance of this layout has been more fully demonstrated recently. Data shows that after the Spring Festival, the number of overseas orders of Alibaba International Station increased by 50% year-on-year , and all core indicators started off well.

In particular, while the US market maintained steady growth, the growth rates of various emerging markets hit new highs, with Europe growing the fastest, with orders increasing by more than 70%. The Middle East, South America, Asia-Pacific and other markets also followed closely with rapid growth.

More industries are also booming. Taking the French market as an example, the high-growth industries are: apparel, luggage, shoes and boots, health care, gift crafts and consumer electronics, and the number of paying buyers has increased by more than 100%.

The explosion of multiple markets and industries has given more merchants room for choice. With the opening of more new markets, industry insiders believe that the B2B overseas model will become more and more important in the future . Especially in the context of the current global trade policy shocks, Alibaba International Station will become the first choice for more merchants to go overseas stably and safely.

Alibaba International Station

Financial Report