The document discusses 3 hot startup models in China: 1) Group buying ("Tuan Gou"), which is well-established in China with over 400 Groupon clones emerging in recent months; 2) Fashion e-commerce, which is dominated by Taobao and largely relies on cash-on-delivery, with consumers expecting good service/returns; 3) Social games, where Chinese gamers are more competitive than Facebook users and farming games remain popular, with many games copying those on Facebook. The document also discusses opportunities in these sectors and trends like increasing regulation of social games in China.
2.
1.
Group
buying
-‐
“ Tuan
Gou”
is
new
again
2.
Fashion
E-‐commerce-‐
Not
so
private
buying
clubs
3.
Social
games
-‐
Chinese
are
crazy,
Happy
Farmers
3.
4.
5.
6.
7.
8.
9.
10.
11. Groupon
-‐
with
Chinese
characteris;cs
Group
buying
is
well
established
in
China
Currently
400+
Groupon’s
have
appeared
in
3
months
Groupon
clones
focusing
on
discounts
/
products
CreaPve
markePng
campaigns
(-‐1
RMB
mystery
box)
Very
early,
companies
sPll
just
geXng
started
14. Fashion
E-‐commerce
Taobao
(and
Alipay)
dominate
the
market
Largely
Cash
on
Delivery
(COD)
-‐
60%+
Consumers
are
spoiled
already,
expect
Zappos
style
service
and
return
opPons
Generally
very
price
sensiPve,
looking
online
for
deals
15.
16.
17.
18. Not
so
Private
Buying
clubs
Open
plaborms
-‐
people
weren’t
sharing
deals
enough
Consumers
are
weary
of
“grey
market”
fakes
Limited
reliable
service
providers
-‐
companies
doing
everything
in-‐house
PredicPon:
this
space
will
explode!
19.
20. China
Social
Games
China
social
game
developers
very
fragmented
Game
themes
and
mechanics
translate
between
China,
Facebook
and
other
markets
(universal
love
for
farming
games)
Chinese
social
gamers
are
more
compePPve
than
their
FB
counterparts:
status
and
stealing
play
a
large
role
Games
generally
lagging
behind
Facebook,
being
copied
here
23. Social
games
conPnuing
growth
Zynga
acquires
XPD
(Medical
Mayhem),
joins
Rockyou
and
others
in
sourcing
games
from
China
Increasing
government
control
-‐
“pick”
don’t
“steal”
vegetables
Most
games
aren’t
making
money
domesPcally,
simply
posiPoning
for
the
long
run
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