2011年2月22日

阿里巴巴CEO因销售商欺诈辞职 Alibaba.com CEO, COO Resign Over Fraud By Some Sellers

里巴巴网络有限公司(Alibaba.com Ltd.,简称:阿里巴巴)说,首席执行长卫哲(David Wei)与首席运营长李旭辉(Elvis Lee)双双辞职。此前有内部调查发现,该电子商务网站上有2,300多个销售商存在欺诈行为,而有些欺诈是在阿里巴巴销售人员的帮助下进行的。

此次事件让人质疑该公司在寻求扩张之际的监管能力。阿里巴巴是一个企业对企业网络平台,随着付费用户和产品的增加,收入快速增长。除阿里巴巴外,其母公司阿里巴巴集团(Alibaba Group)还运营中国最大的零售网站淘宝网(Taobao)和网上支付系统支付宝(Alipay)。阿里巴巴网站主要是提供卖家目录,这些卖家向其它企业批发销售成品和配件等商品,而淘宝则是一个企业和个人向消费者出售产品的网站。

Qilai Shen/Bloomberg
阿里巴巴网络有限公司(Alibaba.com Ltd.,)首席执行长卫哲(David Wei)
阿里巴巴周一说,卫哲和李旭辉及其他高管并未参与引发买家投诉的欺诈活动,但公司接受了这些高管为“系统性失败”承担责任的意愿。在香港联交所(Hong Kong stock exchange)上市的阿里巴巴说,卫哲和李旭辉无法置评。

阿里巴巴网站上的卖家可向阿里巴巴提交企业验证文件并交纳一定费用后,即可成为“金牌供应商”(Gold Supplier)并在网站上展示。但阿里巴巴说,有100名销售人员以及销售主管和经理对于允许欺诈者逃避公司规定的核实程序负有直接责任。阿里巴巴的销售团队共有5,000人左右。

这种行为导致部分买家受骗上当,与资质不实的公司交易,有些甚至付了款却没有收到货物。

阿里巴巴说,买家要求索赔的欺诈金额平均每宗不到1,200美元,一般都是以低价购买热销电子产品时发生的。阿里巴巴说,去年提起投诉的买家可能有资格得到“部分善意”的补偿。

该公司任命阿里巴巴集团旗下淘宝网的首席执行长陆兆禧(Jonathan Lu)接管阿里巴巴网站。

在阿里巴巴集团努力保持自己在中国蓬勃发展的电子商务市场上的领先地位并寻求海外扩张之际,此次调查是其更广泛努力的一部分,试图让客户信任阿里巴巴,将其作为可靠的货源。阿里巴巴集团目前正将自己的交易平台与零售巨头淘宝网整合在一起。另外,它还一直是最积极发展海外业务的中国互联网公司之一。雅虎公司(Yahoo Inc.)持有阿里巴巴集团约40%的股权。

卫哲是公司长期战略的一个重要推手,他一直在努力提升阿里巴巴网站作为网络贸易商产品销售场所的地位,让在淘宝网和eBay Inc.等网站上销售的产品也可以在阿里巴巴网站销售。阿里巴巴在声明中说,陆兆禧将非常适合继续这一战略。不过,不清楚该公司从这样一次重大管理层变动中恢复元气的难易程度。该公司说,预计管理层变动不会影响财务业绩。

阿里巴巴说,有一名员工注意到了可疑活动,并反映给了董事会,之后就开始了对欺诈行为进行调查。该公司要求潜在卖家提供工商注册文件才能在其网站上开设网店。不过据阿里巴巴说,一些卖家提交伪造文件,有时甚至还得到了一些销售人员的帮助,进而扰乱了程序。阿里巴巴说,公司发现从2009年底开始到去年下半年,买家对某些供应商的欺诈投诉明显增多。该公司说,2009年和2010年,涉嫌欺诈的供应商占了全部供应商的约1%。

阿里巴巴集团发言人斯比利奇(John Spelich)说,我们正在与执法部门合作,追查参与蓄意欺诈的供应商,我们愿意协助被骗的买家,就像我们的一贯做法一样。

据一位知情人士透露,在周一的会议上,向高层管理人士宣布了卫哲和李旭晖的辞职。这位人士说,两人都对发生的事道了歉,李旭晖说他认为公司会恢复的,一些与会人士赞扬了这两位高管,其他人则落了泪。

卫哲持有阿里巴巴集团0.15%的股权以及阿里巴巴的部分股权,李旭晖持有阿里巴巴集团0.05%的股权。

元大证券(Yuanta Securities)分析师刘怡轩说,由于阿里巴巴努力清理涉嫌欺诈的帐户,短期内阿里巴巴收入增速可能会放缓。不过她说,我们预计长远看客户数量和收入的增长将保持强劲势头。

阿里巴巴三季度实现净利润人民币3.661亿元(合5,570万美元),较上年同期的人民币2.36亿元增长55%。同期收入增至人民币14.5亿元,增幅40%。

阿里巴巴去年11月说,中止了进行欺诈或表现出有很大可能进行欺诈的1,200名供应商的服务。该公司当时说,我们认为这次自愿清理会员的行动对提升我们市场整体供应商素质非常重要。

Yvonne Lee / Loretta Chao

(更新完成)

(本文版权归道琼斯公司所有,未经许可不得翻译或转载。)


Alibaba.com Ltd. said Chief Executive David Wei and Chief Operating Officer Elvis Lee are leaving the company, after an internal investigation found that more than 2,300 sellers on the e-commerce site committed fraud, sometimes with the help of Alibaba sales staff.

The developments raise questions about management oversight at the business-to-business site as it seeks to expand. Alibaba.com's revenue has grown rapidly as it has added subscribers and products. Alibaba.com's parent, Alibaba Group also operates China's largest domestic retail site, Taobao, as well as online payment system Alipay. Alibaba.com is primarily a directory of sellers who offer items in bulk─finished goods as well as parts─to other businesses. Taobao is a site where businesses and individuals sell to consumers.

Alibaba.com said Monday that Mr. Wei, Mr. Lee and other senior managers weren't involved in the activities that led to buyer complaints, but that the company accepted the executives' wishes to take responsibility for the 'systemic break-down.' Alibaba.com, which is listed on the Hong Kong stock exchange, said Messrs. Wei and Lee weren't available for comment.

Sellers on Alibaba.com can display Gold Supplier credentials on the site after filing business-verification paperwork to Alibaba for a fee. But Alibaba.com said 100 sales personnel, out of its sales force of about 5,000, as well as supervisors and sales managers were 'directly responsible in allowing the fraudsters to evade' the company's authentication measures.

The result is that some buyers were duped into doing business with fraudulent companies, in some cases paying for goods they didn't receive.

The company said the average value of fraud claims by buyers was less than $1,200 and were generally for listings of high-demand electronics for low prices. Buyers who filed complaints in the past year may be eligible for a 'partial good-faith' payment, Alibaba said.

The company named Jonathan Lu, chief executive of Alibaba Group's retail website Taobao.com, to run Alibaba.com as well.

The investigations were part of Alibaba Group's broader effort to gain credibility among customers as a reliable source of goods as it works to maintain its lead in China's booming e-commerce market and looks to expand overseas. Alibaba Group, of which Yahoo Inc. owns a roughly 40% stake, is integrating its trading platform with retail giant Taobao and has been one of China's most aggressive Internet companies to establish overseas operations.

Mr. Wei was a key driver of the company's long term-strategy, and had been working to boost Alibaba.com's role as a place for online merchants to sell products for sale on websites such as Taobao and that of eBay Inc. Alibaba.com's announcement said Mr. Lu will be well suited to continue that. But it was unclear how easily the company will recover from such a major management change. The company said it expects the management changes won't affect its financial results.

Alibaba said the fraud investigation started when an employee noticed suspicious activity and flagged it to the board. The company requires would-be vendors to provide business-registration documents to set up storefronts on the site. But some vendors subverted the process by submitting fake papers, sometimes with the help of some sales staff, Alibaba said. Alibaba said it found a noticeable increase in fraud claims by buyers against certain suppliers starting in late 2009 and through much of last year. The company said the fraudulent suppliers made up around 1% of all suppliers in 2009 and 2010.

'We are working with law enforcement to go after suppliers that engaged in intentional fraud and we are, as we've always done, willing to assist buyers who were defrauded,' Alibaba Group spokesman John Spelich said.

A person familiar with the situation said the resignations of Messrs. Wei and Lee were announced to senior management at a meeting Monday. The person said each man apologized for what happened. Mr. Lee said he believed the company would recover, the person said. Some people in attendance praised the executives and others were in tears, the person said.

Mr. Wei holds 0.15% of Alibaba Group's shares in addition to shares of Alibaba.com, while Mr. Lee holds 0.05% of the group.

Yuanta Securities analyst Liu Yixuan said Alibaba's revenue growth could slow in the short term as it looks to clean up fraudulent accounts. 'However, we expect the growth in customer numbers and revenue should remain robust in the long run,' she said.

Alibaba.com's third-quarter net profit rose 55% to 366.1 million yuan ($55.7 million) from 236 million yuan a year earlier. Revenue increased 40% to 1.45 billion yuan.

Alibaba in November said it terminated 1,200 sellers who were fraudulent or who demonstrated a high probability to commit fraud. 'We believe that the voluntary clean-up of membership base is important in improving overall supplier quality on our marketplace,' the company said at the time.



Yvonne Lee / Loretta Chao

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