阿里巴巴集團(tuán)近日宣布，與中國門店數(shù)量最多的零售企業(yè)百聯(lián)集團(tuán)結(jié)成戰(zhàn)略合作關(guān)系，從而利用電商巨頭阿里巴巴的強(qiáng)勁發(fā)展勢頭，通過大數(shù)據(jù)來提高實體店的銷售額和利潤水平。

據(jù)透露，此次合作并不涉及對百聯(lián)集團(tuán)進(jìn)行資本層面的投資。這筆交易也是在阿里的在線銷售額增長放緩的背景下，阿里集團(tuán)為在零售市場上攫取更大的份額而進(jìn)行的一次初步嘗試。

除了與百聯(lián)集團(tuán)進(jìn)行合作外，阿里巴巴還斥資46億美元入股了電器零售商蘇寧云商。同時阿里還拋出了26億美元的控股邀約，力圖啟動對百貨商場運營公司銀泰商業(yè)的私有化。此外阿里還收購了連鎖超市三江購物的部分股權(quán)。

與阿里簽約的消息一出，百聯(lián)集團(tuán)的股價立刻出現(xiàn)大漲，不過分析師們也提醒道，百聯(lián)集團(tuán)要想通過阿里的大數(shù)據(jù)對集團(tuán)收益產(chǎn)生顯著影響，可能至少需要幾年的時間。

中國市場研究集團(tuán)（China Market Research Group）的駐上海分析師本?卡文德認(rèn)為：“各個品牌在推動實體購物和網(wǎng)絡(luò)購物的一體化上存在著很大的動力，但目前的收益還是很有限的。”

雙方首先將利用阿里的大數(shù)據(jù)能力在供應(yīng)鏈技術(shù)上展開合作。然后，百聯(lián)集團(tuán)會將阿里的支付寶服務(wù)整合到集團(tuán)的現(xiàn)有會員項目上。

百聯(lián)集團(tuán)在全國200多個城市運營著4,700余家門店，包括超市、便利店和藥店等，比蘇寧、銀泰和三江旗下的所有門店加起來還多一倍多。

阿里巴巴的一名發(fā)言人拒絕評論此次合作將涉及多少家實體店。百聯(lián)集團(tuán)的發(fā)言人則并未應(yīng)我們的評論請求。

阿里巴巴目前已經(jīng)擁有了約5億人的龐大的活躍用戶群。它表示，公司將通過為零售企業(yè)和各大品牌研發(fā)大數(shù)據(jù)管理工具，進(jìn)軍市值達(dá)4.8萬億美元的中國零售產(chǎn)業(yè)。

據(jù)貝恩咨詢公司（Bain & Company）稱，到2020年前，中國的電商市場每年預(yù)計將以18%左右的速度增長，低于前四年35%的平均增長率。

貝恩咨詢公司同時指出，雖然近年來，電子商務(wù)在中國的增長可謂突飛猛進(jìn)，但去年，實體店的銷售額占中國整個零售產(chǎn)業(yè)的比重依然高達(dá)84%。

在百聯(lián)集團(tuán)旗下的上市企業(yè)中，上海百聯(lián)集團(tuán)的股價在消息公布的當(dāng)天午后交易中上漲10%，封在了漲停位置；聯(lián)華超市股份上漲了6%，上海物貿(mào)股份也上漲了5%。（財富中文網(wǎng)）

譯者：樸成奎

China’s Alibaba Group Holding said it formed a strategic partnership with Bailian Group, the largest retailer by store numbers to join the e-commerce giant’s drive to use big data to improve and profit from brick-and-mortar sales.

The deal, which does not include any financial investment in Bailian, is the latest in Alibaba’s still nascent efforts to capture a bigger share of the retail market as online sales growth slows.

It has also spent $4.6 billion on a minority stake in appliances retailer Suning Commerce Group, is leading a $2.6 billion bid to take department store and shopping mall operator Intime Retail Group private and has bought a stake in grocery chain Sanjiang Shopping Club.

News of the agreement sent shares in Bailian Group firms surging but analysts cautioned it may take several years before returns from using big data can make a significant difference to earnings.

"There is a big push right now across brands to try and figure out how to mix physical and online shopping but gains so far have been limited," said Shanghai-based retail analyst Ben Cavender at China Market Research Group.

The two firms will initially cooperate on supply chain technology using Alibaba’s big data capabilities and will integrate Alipay payments with Bailian Group’s existing membership program.

Bailian operates 4,700 outlets in 200 cities including supermarkets, convenience stores and pharmacies - more than double the stores owned by Suning, Intime and Sanjiang combined.

An Alibaba spokesman declined to comment on how many stores will be involved in the new partnership. A Bailian spokesman did not respond to a request for comment.

Alibaba , which has an active user base of around 500 million, has said it wants to tap China’s entire $4.8 trillion retail economy by developing data-driven management tools for retailers and brands.

China’s e-commerce market is expected to average around 18% annually until 2020, according to consultancy Bain & Company, compared with an average rate of 35% during the preceding four years.

And while e-commerce has seen phenomenal growth in China, brick-and-mortar sales still accounted for 84% of total retail sales in China last year, Bain said.

Among Bailian Group firms, shares in Shanghai Bailian Group were up by the 10% daily limit in afternoon trade. Lianhua Supermarket Holdings rose 7% and Shanghai Material Trading climbed 5%.