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Sustainable Finance
Framework
1
State-of-the-art green technologies including liquid cooling,
solar and wind energy in Alibaba data centers lower energy
consumption and ensure environmentally-friendly operations
Table of Contents
Introduction
2About Alibaba Group
The Framework
3Framework Overview
4Framework Scope
5Use of Proceeds
6Project Evaluation and Selection
7Management of Proceeds
8Reporting
9Independent Review
Appendix
10 Eligible Project Categories
ALIBABA GROUP SUSTAINABLE FINANCE FRAMEWORK 2021
Introduction
SustainableFinanceFramework1State-of-the-artgreentechnologies–includingliquidcooling,solarandwindenergy–inAlibabadatacenterslowerenergyconsumptionandensureenvironmentally-friendlyoperationsTableofContentsIntroduction2AboutAlibabaGroupTheFramework3FrameworkOverview4FrameworkScope5UseofProceeds6ProjectEvaluationandSelection7ManagementofProceeds8Reporting9IndependentReviewAppendix10EligibleProjectCategoriesALIBABAGROUPSUSTAINABLEFINANCEFRAMEWORK2021IntroductionNote:(1)GrossmerchandisevaluetransactedthroughtheAlibabaecosystemmainlyincludesamountstransactedthroughourChinaretailmarketplaces,aswellasamountstransactedthroughourinternationalretailmarketplacesandlocalconsumerservices.AlibabaGroupHoldingLimited(“AlibabaGroup”,“Alibaba”,“we”,“us”,“our”)iscomprisedofbusinessesincorecommerce,cloudcomputing,digitalmediaandentertainment,andinnovationinitiatives.Adigitaleconomyhasdevelopedaroundourplatformsandbusinessesthatincludeconsumers,merchants,brands,retailers,third-partyserviceproviders,andstrategicalliancepartners.TheAlibabaecosystemgeneratedoverUS$1trillioningrossmerchandisevalueinthe12monthsendedJune30,20201.Ourmissionistomakeiteasytodobusinessanywhere.OurfoundersstartedAlibabaGroupin1999tochampionsmallbusinesses,inthebeliefthattheInternetwouldleveltheplayingfieldbyenablingsmallenterprisestoleverageinnovationandtechnologytogrowandcompetemoreeffectivelyindomesticandglobaleconomies.Wedonotpursuesizeorpower,butratherweaspiretobeagoodcompanythatwilllast102years.Wemakedecisionsbasedonhowtheyserveourmissionoverthelong-term,notbythepursuitofshort-termgains.Therefore,takingalong-termapproachandhavingpositivesocialimpactaredeeplyimportanttous.AtAlibaba,webelieveactinginasociallyresponsiblewayisanintegralpartofourbusinessmodel,andthatourultimategoalistocreatevalueforsocietyandhelpfindsolutionstosociety’schallenges.Sinceourfounding,wehavebeenhighlycommittedtosupportingandparticipatingincharitableandsociallyresponsibleprojectsthatalignwithourcorevaluesandmission,andtoestablishinganinclusivetechnology-drivendigitaleconomytoextendthebenefitsofourtechnologicalcapabilitiestothecommunityatlarge.Wehavebeenandwillcontinuetofocusonsociallyimportantissuessuchasjobcreation,povertyrelief,ruraldevelopment,andenvironmentalsustainability.Wehavesetfive-yeargoalstocontinuetoexpandourglobalizationefforts,servemorethanonebillionChineseconsumers,andfacilitatemorethanRMB10trillionofannualconsumptiononourplatformsbytheendoffiscalyear2024.Webelievethesegoalsputusclosertoachievingourvisionfor2036:serve2billionglobalconsumers,enable10millionbusinessestobeprofitableandcreate100millionjobs.XixiCampusinHangzhou,ChinaAboutAlibabaGroup2ALIBABAGROUPSUSTAINABLEFINANCEFRAMEWORK2021TheFrameworkInaccordancewithoursustainabilitystrategy,wehavedevelopedthisSustainableFinanceFramework(the“Framework”)infulfillmentofthefollowingguidelines,asmaysubsequentlybeamended.Itisourintentiontofollowbestmarketpracticeasstandardsdevelop.•ICMAGreenBondPrinciples2018(“ICMAGBP”)1•ICMASocialBondPrinciples2020(“ICMASBP”)1•ICMASustainabilityBondGuidelines2018(“ICMASBG”,andtogetherwiththeICMAGBPandICMASBP,the“ICMAPrinciples”)1•LMA,APLMA,andLSTAGreenLoanPrinciples2020(“GLP”)2UndertheFramework,weand/oroursubsidiariesmayraisefromtimetotime,bond,loan,orotherdebt-likefinancingforspecificassetsandprojectsthatwebelievewillcatalyzepositiveenvironmentaland/orsocialbenefit(suchfinancing,“SustainableFinanceTransactions”).ExamplesofSustainableFinanceTransactionsincludethefollowing.•GreenBonds,inaccordancewithICMAGBP•SocialBonds,inaccordancewithICMASBP•SustainabilityBonds,inaccordancewithICMASBG•GreenLoans,inaccordancewithGLPNote:(1)TheICMAPrinciplesarevoluntaryprocessguidelineswidelyacceptedastheprincipalreferencefortheissuanceofgreen,social,andsustainabilitybondsintheglobalcapitalmarkets.TheInternationalCapitalMarketAssociation(“ICMA”)servesasSecretariat,assumesadministrativeduties,andprovidesguidanceforgovernance(https://www.icmagroup.org/green-social-and-sustainability-bonds/).(2)TheLoanMarketAssociation(“LMA”),Asia-PacificLoanMarketAssociation(“APLMA”),andtheLoanSalesandTradingAssociation(“LSTA”)jointlydevelopedtheGLPtoprovideconsistentmethodologyforuseacrossthegreenloanmarketandseektopromotemarketintegritybyclarifyingtheinstancesinwhichaloanmaybecategorizedas“green”.TheGLPbuildonandrefertoICMAGBP,withaviewtopromotingconsistencyacrossfinancialmarkets(https://www.lma.eu.com/documents-guidelines/documents/category/green--sustainable-finance).InitialdesignofJiangsuHeadquartersinNanjing,China.Architecturefacilitatesemissionsreductionwithcutting-edgelogisticstechnologyFrameworkOverview3ALIBABAGROUPSUSTAINABLEFINANCEFRAMEWORK2021ConsumersareencouragedtorecycletheirownpackagingatCainiaopostsacrossChinaAlibaba’sfocusonacceleratingdigitaltransformationhashelpedorganizationsovercomeofflinedisruptionsandimproveonlineagilityinthewakeoftheCOVID-19pandemicFrameworkScopeThisFrameworkdetailsthefollowingincompliancewiththeICMAPrinciplesandtheGLP.•NatureofassetsandprojectseligibleforeitherfinancingorrefinancingwithnetproceedsfromanySustainableFinanceTransactionsandalignmentwiththeUnitedNationsSustainableDevelopmentGoals(“U.N.SDGs”)•OurapproachtoassessingprospectiveassetsandprojectsforalignmentwiththeFramework•TrackingallocationofnetproceedsfromSustainableFinanceTransactionsandhowanynetproceedspendingallocationaremanaged•Howwewillreportonbothallocationandimpact•ReviewoftheFrameworkandsubsequentreporting,eachbyanindependentpartywithrecognizedenvironmentalandsocialexpertiseTheFramework(andanyupdatesthereto)willbeavailableonhttps://www.alibabagroup.com/en/ir/esg.4ALIBABAGROUPSUSTAINABLEFINANCEFRAMEWORK2021EnergyEfficiencyCOVID-19CrisisResponseAnamountequivalenttonetproceedsfromeachSustainableFinanceTransactionwillbeallocatedexclusivelytofinanceorrefinance,inwholeorinpart,assetsandprojectsalignedwithoneormoreofthefollowingcategories(“ProjectCategories”andsuchprojects,the“EligibleProjects”),asmorefullydetailedintheAppendix.EligibleProjectswillcompriseinvestmentsandexpendituresmadeinthe36monthspriortotherelevantSustainableFinanceTransactioninthecaseofrefinancing.Anysuchfinancingandrefinancingactivitywillatalltimes,beconsistentwithourmissionandvision,inadditiontoourCorporateGovernanceGuidelines.UseofProceedsCircularEconomyandDesignGreenBuildingsRenewableEnergy5ALIBABAGROUPSUSTAINABLEFINANCEFRAMEWORK2021RuralSupportProgramallowsfarmerstoaccessTaobaoLive–Alibaba’slivestreamingchannel–andotherdigitaltoolsandresourcesatnocostWehaveestablishedaSustainableFinanceCommittee(the“Committee”),responsibleforthemaintenanceoftheFrameworkandcomplianceofallSustainableFinanceTransactions.OurDeputyChiefFinancialOfficerchairstheCommitteecomprisingmembersofourCorporateSocialResponsibility,CorporateFinance,andInvestorRelationsteams.TheCommitteewillfromtimetotime,asrequiredandatleastannually,firstscreenpotentialEligibleProjectsagainsttheeligibilitycriteria.Oncescreenedandeligibilityisconfirmed,EligibleProjectswillbeclassifiedunderoneofthefollowingportfolios.•GreenProjectPortfolio,comprisingEligibleProjectsthatqualifyundertheGreenBuildings,EnergyEfficiency,RenewableEnergy,orCircularEconomyandDesignProjectCategories•SocialProjectPortfolio,comprisingEligibleProjectsthatqualifyundertheCOVID-19CrisisResponseProjectCategoryTheCommitteewillensuretheamountsclassifiedundertheGreenProjectPortfolioandtheSocialProjectPortfoliowilltogetherbeequaltoorgreaterthanthetotalnetproceedsfromSustainableFinanceTransactionsthenoutstanding.ShouldachangebecomenecessarytotheGreenProjectPortfolioortotheSocialProjectPortfolio,theCommitteewillensuretherelevantamountisreclassified.TotheextentexpendituresrelatingtoEligibleProjectsareatthesubsidiarylevel,amountsrecognizedintheGreenProjectPortfolioortheSocialProjectPortfoliowillbeadjustedforourpro-rataequityownershipintherelevantsubsidiary.ProjectEvaluationandSelectionProprietarytechnologysolutionssupportorganizationsinthefightagainsttheCOVID-19pandemic6ALIBABAGROUPSUSTAINABLEFINANCEFRAMEWORK2021WewilldepositnetproceedsfromeachSustainableFinanceTransactioningeneralfundingaccountspriortoearmarkingofamountstoEligibleProjects.Throughaninternalregister,ourCorporateFinanceteamwilltrackreceiptandallocationofnetproceeds,inadditiontoclassificationofEligibleProjectstoeitheroftheGreenProjectPortfolioortheSocialProjectPortfolioasmorefullydescribedunder‘ProjectEvaluationandSelection’.Wewilltemporarilyinvestnetproceedsawaitingallocationinthefollowing(andinanycase,wecommittonotknowinglyplacesuchamountsingreenhousegas-intensiveinvestmentsinconsistentwiththedeliveryofalow-carboneconomy).•Cashorcashequivalents•Short-terminvestmentsinaccordancewithourcorporatetreasurypolicyWewillmonitorthefollowinginformationforaslongasSustainableFinanceTransactionsremainoutstanding.•TermsforeachSustainableFinanceTransactionsuchas:(a)pricing,settlementandmaturitydates;(b)currencyofdenominationandamountthenoutstanding;and(c)labeling(i.e.,GreenBond,SocialBond,SustainabilityBond,orGreenLoan)•DetailsofEligibleProjectssuchas:(a)netproceedsamountallocatedtoeachEligibleProject;(b)alignmentwiththerelevantProjectCategory;and(c)theapplicableU.N.SDG(s)wecontributetothrougheachEligibleProjectInthecaseofdivestmentorifaprojectnolongermeetstheeligibilitycriterialistedabove,therelevantamountwillbereallocatedtootherEligibleProjects.TheperformanceofanyofourEligibleProjectswillnotdeterminepaymentofprincipalandinterestonanySustainableFinanceTransaction.ManagementofProceedsDatacenterinZhangbei,China,utilizesrenewableenergyincludingwindandsolarenergy7ALIBABAGROUPSUSTAINABLEFINANCEFRAMEWORK2021WewillreportonbothallocationandimpactonorbeforethefirstanniversaryofsettlementofthefirstSustainableFinanceTransactionpursuanttotheFramework.Suchreportingwillbeavailableonhttps://www.alibabagroup.com/en/ir/esg.WewillreportatleastannuallythereafteruntilfullallocationofnetproceedsfromSustainableFinanceTransactionsthenoutstandingtoEligibleProjects(andintimelyfashion,ifamaterialamendmentisrequiredtopastreporting).AllocationReportingWewillreportthefollowinginformationontheSustainableFinanceTransactions,theGreenProjectPortfolio,andtheSocialProjectPortfolio.•Amountsandcorrespondingpercentagesharesof(a)netproceedsallocatedtoEligibleProjects,and(b)netproceedsyettobeallocated•OfnetproceedsearmarkedtoEligibleProjects,amountsandcorrespondingpercentagesharesin(a)theGreenProjectPortfolio,(b)theSocialProjectPortfolio,and(c)eachProjectCategory•OfnetproceedsearmarkedtoEligibleProjects,amountsandcorrespondingpercentagesharesalignedwitheachU.N.SDGShouldanEligibleProjectcontributetomorethanoneProjectCategory,wewillattributeapportionedamountstoeachrelevantProjectCategorytoeliminatetheriskofdoublecounting.ImpactReportingOurreportingwilllikewisecontainthefollowinginformationasoftherelevantdate.•Estimatedenvironmentaland/orsocialbenefitsresultingfromnetproceedsearmarkedtoEligibleProjects•Methodologyandunderlyingassumption(s)relatingtoeachimpactindicatorShouldanamountallocabletoanEligibleProjectcompriseaportionofalargertransaction,ourreportingwilldetailimpactrelatingtothepro-ratashareoftheEligibleProject.ThesamplereportingindicatorsoutlinedintheAppendixareconsistentwithcurrentguidanceforreportingofenvironmentalandsocialimpact.Weintendtoadheretoprevailingmarketpracticeforimpactreporting,subjecttoavailabilityofinformation.ReportingInitiativesincludeuseoftape-freebiodegradablepackaging,reducingtherepackagingofparcels,andoptimizingpackagesizebasedontheorder8ALIBABAGROUPSUSTAINABLEFINANCEFRAMEWORK2021Pre-issuanceExternalReviewSustainalyticshascompletedareviewoftheFrameworkandissuedasecondpartyopinion(“SPO”)confirmingtheFramework’salignmentwiththerelevantstandardsreferencedherein.TheSPOisavailableonhttps://www.alibabagroup.com/en/ir/esgandonhttps://www.sustainalytics.com/sustainable-finance/our-work/.Post-issuanceExternalReviewWeexpectourpost-issuancereportingtoincludethefollowing.•ManagementassertionsastoallocationofnetproceedsfromanySustainableFinanceTransactioncompleted(andthenoutstanding)toEligibleProjects•ReportfromanindependentpartywhowillexamineandverifyourmanagementofthenetproceedsfromanySustainableFinanceTransactioncompleted(andthenoutstanding)andprovideassuranceastothecompatibilityinallmaterialrespectsofanyselectedEligibleProjects,towhichaportionorallofthenetproceedsfromthesaleofanySustainableFinanceTransactionhasbeenallocatedinaccordancewiththeeligibilitycriteriasetforthintheFrameworkIndependentReview2020SpringThunderInitiativehelpedensurethesupplyofagriculturalproductsacrossthecountryduringtheCOVID-19pandemic9ALIBABAGROUPSUSTAINABLEFINANCEFRAMEWORK2021AppendixProjectCategoryEligibilityCriteriaU.N.SDGsSampleReportingIndicatorsGreenBuildingsAcquisition,design,construction,orimprovementofofficespace,commercialbuildings,orsurroundingcommunities,includingthefollowing.•Propertiescertifiedorqualifyingforthefollowingminimumthird-partycertifications:–LeadershipinEnergyandEnvironmentalDesign(“LEED”)“Gold”–BuildingResearchEstablishmentEnvironmentalAssessmentModel(“BREEAM”)“Excellent”–ChineseGreenBuildingEvaluationLabel“2-Star”–Anyothercomparablecertifications•Propertiesinthetop15%ofbuildingsintheregionbasedonabsoluteemissionsperformanceorprimaryenergydemand•Grossfloorareaunderqualifyingthird-partycertifications,sqm•Grossfloorareadesignedtoqualifyforidentifiedthird-partycertifications,sqm•Annualgreenhousegasemissions,tCO2eversuslocalbaseline/certificationlevelEnergyEfficiencyAcquisition,development,construction,operation,ormaintenanceofenergy-efficientfacilitiesandinfrastructure,includingthefollowing.•DatacenterswithPowerUsageEffectiveness(“PUE”)≤1.5•Digitalizationanddeploymentofinfrastructureorothernetworksolutions(includingInternetofThings,high-speednetworks,dataanalytics,andcloudcomputing)resultingin≥15%improvementinenergyconsumedoremissionsgenerated•Coolingequipment(includingliquidimmersioncoolingtechnology),lighting/electricalinfrastructure,andenergystorageormanagementsystemsinourownedoroperatedfacilitiesresultingin≥15%improvementinenergyconsumedoremissionsgenerated,inanycaseexcludingsolutionspoweredbyfossilfuels•Trailing12-monthPUE•Annualenergysavings,MWh•Annualgreenhousegasemissionsreducedoravoided,tCO2eProjectCategories10ALIBABAGROUPSUSTAINABLEFINANCEFRAMEWORK2021ProjectCategoryEligibilityCriteriaU.N.SDGsSampleReportingIndicatorsCOVID-19CrisisResponseFinancialcapitalandexpertisededicatedtocombattheCOVID-19pandemic,includingthefollowing.•Purchases,transportation,orresearchanddevelopmentrelatingtomedicalequipment,includingtestingkitsandvaccines,andthemanufactureormodificationofexistingfacilitiestoproduce,orincreasedproductionofhealth,safety,andhygienesupplies•Artificialintelligencetechnology,computingpower,andotherformsoftechnicalsupportextendedtoresearchinstitutionsandotherorganizationswiththeobjectiveofacceleratingdrugandvaccinediscovery,andenhancingdiagnosticcapabilitiesandpublichealthdevelopmentefforts•Merchantreliefandruralsupportprogramsincludingwaiversorreductionsofannualservicefees,platformtechnologyfees,andwarehousingfees,inadditiontoprovidingpersonnelandlogisticssupportandtoolstoacceleratedigitization,eachwiththeobjectiveofensuringbusinessandemploymentcontinuity•Numberofhealth,safety,andhygienesuppliesdistributed•Numberofmerchants,users,orinstitutionsbenefitingfromtechnicalsupport,merchantrelief,andruralsupportprograms•Amountdeployedfortechnicalsupport,merchantrelief,andruralsupportprograms,RMBmillionsRenewableEnergyAcquisition,development,construction,operation,ormaintenanceofrenewableenergyprojects,orthepurchaseofrenewableenergy,suchassolarandwind,includingthefollowing.•On-sitefacilities•Associatedenergysolutions,includingstorageinstallations•Renewableenergycapacitypurchased,MW•Annualgenerationofrenewableenergy,MWh•Annualgreenhousegasemissionsreducedoravoided,tCO2eProjectCategories(Cont’d)11ALIBABAGROUPSUSTAINABLEFINANCEFRAMEWORK2021ProjectCategoryEligibilityCriteriaU.N.SDGsSampleReportingIndicatorsCircularEconomyandDesignExpenditurerelatedtoresource-efficientpackaginganddistribution,increasingwastediversionfromlandfills,andreducingwasteatthesource,includingthefollowing.•Developmentordeploymentofrecyclingorwastecollectionormanagementprograms(excludingcreationorexpansionoflandfills)suchasrecyclingfacilitiesinstalledinofficespaces,warehouses,logisticscenters,commercialbuildings,orsurroundingcommunities•Procurementofrecycledorreusedmaterials•Researchanddevelopmentofmoresustainablepackagingmaterials•Recyclingstationsandbinsinstalled•Wasteprevented,minimized,reusedorrecycled,tons•Rateofwasteorpollutingmaterialpreventedminimized,reusedorrecycled,percentProjectCategories(Cont’d)12ALIBABAGROUPSUSTAINABLEFINANCEFRAMEWORK2021

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