Statistics about China E-commerce (2011). Market revenue, growth & breakdown. Review of major Chinese ecommerce platforms: B2B (Alibaba), B2C & C2C (Tmall, Taobao, 360Buy). Additional information about China E-payment platforms (Alipay, Tenpay) and online travel and group buying sites.
2. TABLE OF CONTENT
CHINA E-COMMERCE MARKET
CHINA B2B E-COMMERCE
CHINA ONLINE SHOPPING
CHINA ONLINE TRAVEL AGENCY
CHINA GROUP BUYING SITES
CHINA E-PAYMENT
2012-01-31 2011 China E-commerce - www.them.pro 2
3. E-COMMERCE MARKET
China E-commerce
Market Revenue: 7 trillion Yuan
Growth: +46% from 2010
China Online Shopping
Users: 194 million
Market Revenue: 774 billion Yuan
Growth: +68% from 2010
Major Players: Taobao, Paipai, Eachnet, Tmall, 360Buy
China OTA Market Revenue
170 billion Yuan
Growth: +61% from 2010
Major Players: Qunar, Kuxun, Ctrip
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4. E-COMMERCE MARKET
China Group Buying Market
Number of Users: 27 million (July 2011)
Growth: +1.2% from May 2011
The top 10 daily deal websites account for 75% of the market
share
China Online Payment
Online Payment Business Transactions: 456.6 billion Yuan (2011
Q2)
Alipay owns nearly 50% of China’s online payment market
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6. E-COMMERCE MARKET
China E-commerce Market Breakdown (2011)
Online Travel
Online Shopping Booking
11.0% 2,4%
SME B2B
Over-scale 48,9%
B2B
37,7%
Source: iResearch, January 2012
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7. B2B E-COMMERCE
China B2B Market Revenue for SMEs (2007-2015)
Mainland China Only
Billion Yuan
40 36.7
35
30 28.5
25 22.0
20 17.0
15 13.1
9.7
10 5.5 6.6
4.2
5
0
2007 2008 2009 2010 2011 2012e 2013e 2014e 2015e
Source: iResearch, January 2012
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8. B2B E-COMMERCE
China B2B E-Commerce Market Share (2011)
Others
25.2%
Netsun Toocle
1.3% Alibaba
GlobalMarket
1.6%
48.9%
MySteel
1.6%
Made-in-China
3.3%
Dhgate
3.4% Global Sources
Hc360
3.5% 11.1%
Source: iResearch, January 2012
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9. CHINA B2B E-COMMERCE
Alibaba.com
Description
Alibaba.com is one of the most popular
B2B marketplace worldwide for small
businesses. This international platform
enables importers and exporters from
over 200 countries over the world to do
business together. The Chinese platform
is known as 1688.com.
Founded
In 1999 by Jack Ma
Headquarters
Hangzhou, Zhejiang, China
Global Alexa Rank
80 (Dec. 2011)
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11. CHINA ONLINE SHOPPING
China Online Shoppers (2009-2015)
Million
400 363
350 314
300 269
250 227
200 187
148
150 109
100
50
0
2009 2010 2011 2012e 2013e 2014e 2015e
Source: iResearch, January 2012
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12. CHINA ONLINE SHOPPING
China Online Shopping Market Breakdown (2011)
Clothing, Shoes,
Hats, and Bags
26.5%
Others
41.4%
3C and Home
Appliances
Books, Audio 24.2%
and Video
Products Cosmetics
3.0% 4.9%
Source: iResearch, January 2012
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13. CHINA ONLINE SHOPPING
China Online Shopping Market Breakdown (2011)
B2C
23.2%
B2B
76.8%
Source: iResearch, January 2012
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14. CHINA ONLINE SHOPPING
China B2C Online Platforms Market Share (2011 Q2)
M18
0,6%
Yihaodian Others
0,8% 21,9%
Newegg
Coo8 1,1% Taobao Mall
1,2% Icson (Tmall)
Vancl
1,3% 48,5%
2,0%
Dangdang
2,2%
360Buy
Amazon China
2,4% 18,1%
Source: iResearch, July 2011
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15. CHINA ONLINE SHOPPING
Taobao Mall
China B2C Online Retailers Market Share (2011 Q2)
(Tmall)
48,5%
360Buy
Others 35,1%
41,3%
M18
1,2% Amazon China
Yihaodian Dangdang 4,6%
Newegg Coo8 Icson Vancl
1,6% 4,3%
2,1% 2,3% 2,6% 4,1%
Source: iResearch, July 2011
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16. CHINA ONLINE SHOPPING
Tmall.com
Description
Tmall.com is a dedicated B2C platform
created by Taobao. Contrary to
Taobao.com, Tmall focuses more on
quality and brand names goods. More
than 30,000 Chinese and international
brands currently sell their products on
Tmall.
Founded
In 2008
Headquarters
Hangzhou, Zhejiang, China
Global Alexa Rank
62nd (Dec. 2011)
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17. CHINA ONLINE SHOPPING
360buy.com
Description
360buy.com is another key actor in
China’s online retailer market. Originally
selling 3C products, 360buy now delivers
anything ranging from books to flight
tickets. 360buy also runs other online
shops such as Ehaoyao.com (drug) and
Qianxun.com (female apparel).
Founded
In 2004 by Qiangdong Liu
Headquarters
Beijing, China
Global Alexa Rank
94th (Dec. 2011)
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18. CHINA ONLINE SHOPPING
Amazon.cn
Description
Amazon.cn is an additional Chinese
shopping website formerly known as
Joyo.com. Originally created as an IT
information and download website, the
service turned into an online
bookstore, and then started to sell any
commodities. Amazon acquired
Joyo.com in 2004.
Founded
In 1999 by Kingsoft
Headquarters
Beijing, China
Global Alexa Rank
337th (Dec. 2011) 18
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19. CHINA ONLINE SHOPPING
Dangdang.com
Description
Dangdang.com is a Chinese online
retailer selling plenty of products from
books to cosmetics. More than 200,000
books and 10,000 software and audio
products are currently available.
Besides, over 40% B2C customers in
China have shopped on Dangdang.com.
Founded
In 1999 by Peggy Yu and Li Guoqing
Headquarters
Beijing, China
Global Alexa Rank
376th (Dec. 2011)
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20. CHINA ONLINE SHOPPING
China C2C Websites Market Share (2011 Q2)
Eachnet
Paipai 0,7%
9%
Taobao
90,3%
Source: iResearch, July 2011
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21. CHINA ONLINE SHOPPING
Taobao.com
Description
Taobao.com is unquestionably China’s
leader in online shopping. Launched after
eBay acquired Eachnet in 2003, Taobao
has become the Chinese reference for
C2C and C2B business. As end of
2010, Taobao had more than 370 million
registered users and 800 million listings.
Founded
In 2003 by Alibaba Group
Headquarters
Hangzhou, Zhejiang, China
Global Alexa Rank
14th (Dec. 2011)
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22. CHINA ONLINE SHOPPING
Paipai.com
Description
Paipai.com is the 2nd most-used online
C2C auction site in China. Owned by
Tencent that also operates the well-
known Instant Messaging QQ, Paipai can
rely on a huge user base of more than
800 million which is clearly its main
advantage in the market.
Founded
In 2006
Headquarters
Beijing, China
Global Alexa Rank
239th (Dec. 2011)
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23. CHINA ONLINE SHOPPING
Eachnet.com
Description
Eachnet.com is one of the first online
auction websites in China. Acquired by
Ebay in 2003, the company didn’t
manage to react against Taobao and has
lost market share against since that
period to now become a minor player.
Founded
In 1999 by Bo Shao and Haiyin Tan
Headquarters
Shanghai, China
Global Alexa Rank
43,116th (Dec. 2011)
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24. CHINA ONLINE SHOPPING
Top 10 Online Shopping Provinces (2011 Q1)
Total Number of Orders (million)
80
68.2
70
60 55.6
50 45.1
40 33.9 32.6
30 26.1 25.2 23.2 22.6 20.2
20
10
0
Source: iResearch, April 2011
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25. CHINA ONLINE SHOPPING
Top 10 Online Shopping Cities (2011 Q1)
Total Number of Orders (million)
25
21.7
20.2
20
15 14 13.7 13.4
12.2
10.8 10.4 9.6 9.5
10
5
0
Source: iResearch, April 2011
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26. CHINA ONLINE TRAVEL AGENCY
China OTA Market Total Revenue (2008-2015)
Billion Yuan
700
590
600
500 458
400 347
300 253
200 167
104
100 49 66
0
2008 2009 2010 2011 2012e 2013e 2014e 2015e
Source: iResearch, January 2012
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27. CHINA ONLINE TRAVEL AGENCY
China OTA Market Share (Nov. 2011)
By Share of Visits (including aggregators)
QQ Go Tuniu Tieyou
Mangocity 3,0% 2,0% 2,0%
3,0%
Elong
4%
Taobao Trip
5%
17u
7%
Qunar
41%
Ctrip
15%
Kuxun
17%
Source: iResearch, November 2011
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28. CHINA ONLINE TRAVEL AGENCY
China OTA Market Share (Q3 2011)
By Revenue (aggregators excluded)
Others
25,0% Ctrip
41,0%
12580.10086
4,0%
Huitongke
7,0%
118114
7,0% Mangocity
Elong
7,0% 9,0%
Source: Experian Hitwise, November 2011
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29. CHINA ONLINE TRAVEL AGENCY
Qunar.com
Description
Qunar.com is China’s leading travel
booking service aggregator. It features a
price comparison search engine for air
tickets, hotels, car rentals and tour
packages covering over 700 online
agencies. Baidu invested $306 million in
Qunar in 2011.
Founded
In 2005 by Fritz Demopoulos, Douglas
Khoo, and CC Zhuang
Headquarters
Beijing, China
Global Alexa Rank
537th (Dec. 2011)
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30. CHINA ONLINE TRAVEL AGENCY
Kuxun.cn
Description
Kuxun.cn is the 2nd most popular online
travel agency aggregator in China. It
enables users to search flight
tickets, train tickets and hotels. Kuxun is
actually a subsidiary of TripAdvisor that
acquired the site for $12 million in 2009.
Founded
In 2006
Headquarters
Beijing, China
Global Alexa Rank
1,196th (Dec. 2011)
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31. CHINA ONLINE TRAVEL AGENCY
Ctrip.com
Description
Ctrip.com is a Chinese leading online
travel agency that sells flight
tickets, hotels and vacation packages.
Named as one of China’s most innovative
company in 2010, Ctrip currently employs
over 12,000 people in China.
Founded
In 1999 by James Liang, Neil Shen, Min
Fan, and Ji Qi
Headquarters
Shanghai, China
Global Alexa Rank
835th (Dec. 2011)
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32. CHINA GROUP BUYING
China Group Buying Total Revenue (2011)
Ju Taobao Excluded
Million Yuan
1200
1,042 1,061
934 970
1000
800 766
627
600 554
400
200
0
May Jun. Jul. Aug. Sep. Oct. Nov.
Source: iResearch, January 2012
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33. CHINA GROUP BUYING
China Group Buying Market Share by Daily Unique Visits
(Jul. 2011)
In million
12.00
9.89
10.00
8.00
6.06
6.00 4.65 4.47
4.00 3.16 3.08 2.52 2.20 2.15 1.92
2.00
0.00
Source: iResearch, July 2011
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34. CHINA GROUP BUYING
China Group Buying Market Share by Revenue (Jun. 2011)
QQ
10.0%
Others
25.2% Meituan
8.6%
Manzuo
8.4%
Lashou
5.1% 24quan
55tuan 8.2%
6.0%
58tuan Nuomi
6.6% 7.9%
Dianping Ftuan
7,0% 7.0%
Source: Dataotuan, June 2011
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35. CHINA ONLINE PAYMENT
China Online Payment Market (2006-2015)
Transactions in Billion Yuan
10000 9,261
8000 7,486
6000 5,411
4000 3,681
2,204
2000 1,011
94 258 505
45
0
2006 2007 2008 2009 2010 2011 2012e 2013e 2014e 2015e
Source: iResearch, January 2012
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36. CHINA ONLINE PAYMENT
China Online Payment Market Share (2011 H1)
Ips Others
Yeepay
3% 2%
3%
Chinapnr
7%
99bill
7%
Alipay
Chinapay
8% 49%
Tenpay
20%
Source: iResearch, July 2011
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37. CHINA ONLINE PAYMENT
Alipay.com
Description
Alipay.com is China’s leading online
payment platform, mainly used for C2C
and B2B transaction payment. Owned by
Alibaba Group, Alipay has over 600
million registered accounts and proceeds
over 11 million transactions per day.
Founded
In 2004
Headquarters
Hangzhou, Zhejiang, China
Global Alexa Rank
97th (Dec. 2011)
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38. CHINA ONLINE PAYMENT
Tenpay.com
Description
Tenpay.com is another very popular
online payment solution in China. Owned
by Tencent, the platform aims at serving
both buyers and sellers, notably for e-
commerce platform Paipai.com and other
Tencent’s offerings.
Founded
In 2006
Headquarters
Shenzhen, Guangdong, China
Global Alexa Rank
872nd (Dec. 2011)
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