Big e-Commerce players are increasingly squeezed by tight margins and unreliable delivery systems. Now, more e-commerce players are getting into the delivery business. In this issue, we questioned will the delivery ability will provide the competitive advantage? And we have a close look at each companies who is ready to enter logistics sector. Other focuses in this issue: - Chinese B2C sector hit RMB 81B in Q1 - A birthday carnival for 360Buy, celebrating with its competitor - Taobao finds golden opportunity to be organic - Updated Sina Weibo App paves way for an M-Commerce future - Battle of the E-Commerce Storefronts - Every player wants to be king of the e-Commerce value chain This report is issued by L'Atelier BNP Paribas www.atelier.net

1. e-Commerce Insider I June
Is delivery the next frontier for e-commerce?

2. Article from e-Commerce Insider, the monthly report monitoring market trends in China
Big e-Commerce players are increasingly squeezed by tight margins and unreliable
delivery systems. Now, more e-commerce players are getting into the delivery business.
Will it provide the competitive advantage that they seek?
Who will win the competition for the last mile?
Company Market Position Going into Delivery?
• Officially got the license on June 25. It
• China’s leading general platform
was the only e-commerce site granted
• Holds 17.23% of the B2C market, ranked 2nd just
a license
after TMall
• The express delivery service will launch
• Rumored to IPO in September this year
at the end of August
• China’s leading platform specialized in apparel
• Controls 1.49% of the B2C market, ranked 7th
• Targets the niche online luxury market • Has submitted its application for a
• Just listed on NYSE on March 23 this year license to run nationwide courier service
• Missed the initial round of audits
• China’s famous online supermarket which recently
got investment from Wal-Mart
• Has 0.88% of the B2C market, ranked 10th
• China’s prestigious online platform for 3C • Plans to establish its own delivery team
products, powered by China’s most influential very soon
electronics retailer Gome • Coo8 will employ several hundred by
• Has 0.98% of the B2C market, ranked 9nd the end of this year

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