中国电子商务行业市场前景及投资研究报告-培训课件外文版2024.6微信支付宝抖音阿里巴巴1688

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TRENDSE-commerceinChinaCHAPTER

01GeneraloverviewRevenueofe-commerceworldwidein2023,bycountry(inbillionU.S.dollars)Globalrevenueofthee-commercemarket2023,bycountryRevenueinbillionU.S.dollars60002004008001,0001,2001,4001,305.23ChinaUnitedStatesJapan1,159.41171.03UnitedKingdomGermany133.5695.2494.1566.366.1352.4752SouthKoreaFranceCanadaIndiaIndonesia3Description:Fromtheselectedregions,therankingbyrevenueintheE-commercemarketisleadbyChinawith1.3trillionU.S.dollarsandisfollowedbytheUnitedStates(1.2trillionU.S.dollars).Incontrast,therankingistrailedbyIndonesiawith52billionU.S.dollars,recordingadifferenceof1.3trillionU.S.dollarstoChina.ReadmoreNote(s):Worldwide;Jan1sttoDec31st2023Source(s):DigitalMarketInsightsGrossmerchandisevolumeofChina'se-commercemarketfrom2012to2022(intrillionyuan)E-commercemarketGMVinChina2012-20225045403530252043.8342.337.2134.8131.6329.1626.121.7916.3920141510510.48.11020122013201520162017201820192020202120224Description:In2022,overalle-commercetransactionsexceeded43.83trillionyuan,increasingfromaround42.3trillionyuantheyearbefore.ReadmoreNote(s):China;2012to2022Source(s):MOFCOMChinaE-commerceshareoftotalretailsalesinconsumergoodsinChinafrom2014to2023E-commerceshareofretailsalesingoodsChina2014-202330%25%20%15%27.6%27.2%24.9%24.5%20.7%18.4%15%12.6%10.8%10.6%201410%5%0%2015201620172018201920202021202220235Description:In2023,about27.6percentofthetotalretailsalesinChinaweremadeonline,increasingfrom27.2percentin2022.Theshareofe-commerceretailmorethandoubledcomparedto2016.Inthatyear,Chinaremainedtobethelargestonlineretailmarketintheworld.ReadmoreNote(s):China;2014to2023Source(s):NationalBureauofStatisticsofChinaNumberofemployeesinthee-commercesegmentinChinafrom2014to2022(inmillions)Numberofemployeesinthee-commercesegmentChina2014-20228070605069.3767.2860.1551.2647.0142.537.640302010032.5526.92014201520162017201820192020202120226Description:In2022,morethan69millionpeopleweredirectlyandindirectlyemployedinChina'se-commercesector,increasingfromaround67millioninthepreviousyear.E-commerceisafast-growingbusinessinChinaandgeneratedover43.8trillionGMVinthatyear.ReadmoreNote(s):China;2014to2022Source(s):MOFCOMChinaCHAPTER

02B2Be-commerceTransactionvalueofB2Be-commerceinChinafrom2012to2022(intrillionyuan)TransactionvalueofB2Be-commerceinChina2012-20223530252031.429.1127.52522.520.516.713.915101058.26.250201220132014201520162017201820192020202120228Description:ThisstatisticshowsthetotaltransactionvolumeofB2Be-commerceinChinafrom2012to2022.In2022,theB2Be-commercetransactionvolumeinChinahadamountedtoaround31.4trillionyuan.ReadmoreNote(s):China;2012to2022Source(s):100AnnualgrowthingrossmerchandisevalueofB2Be-commerceinChinafrom2012to2022AnnualchangeoftransactionvalueofB2Be-commerceinChina2012-202245%39%40%35%30%25%20%15%10%5%31.2%27.55%22.75%21.95%20.14%11.11%201910%9.75%20187.86%20225.85%20210%20122013201420152016201720209/statistics/1153889/china-annual-growth-of-b2b-ecommerce-gmvChina'sB2Be-commercegrewby7.86percentin2022,comparedtotheyearbefore.Theannualgrowthratedecreasedfromnearly29percentin2011.ThegrossmerchandisevolumegeneratedbytheB2Be-commercereached31.4trillionyuanin2022.ReadmoreNote(s):China;2012to2022Source(s):100MarketsizeofdomesticB2B(business-to-business)e-commerceinChinafrom2018to2022withestimatesuntil2025(intrillionyuan)MarketsizeofB2Be-commerceinChina2018-2025252019.518.417.115.515.31510514.113.712.90201820192020202120222023*2024*2025*10Description:In2022,China'sonlineB2Bmarketsurpassed15.5trillionyuan,increasingslightlyfrom15.3trillionyuan.Inthenextfewyears,China'sbusiness-to-business(B2B)e-commercemarketispredictedtogrowrapidly,withitsmarketsizeapproaching19.5trillionyuan.ReadmoreNote(s):China;2018to2022;*Estimate.IncludingthedomesticB2Bmarketforrawingredients,industrialandconsumerproducts.Cross-bordertradeisnotincluded.Oneyuanequalstoapproximately0.14U.S.dollarsand0.13euros(asofJune[...]

ReadmoreSource(s):iResearchMarketsizeofcross-borderexportB2Be-commerceinChinafrom2018to2022withforecastsuntil2025(intrillionyuan)Marketsizeofcross-borderexportB2Be-commerceinChina2018-202587656.96.15.34.54.1432103.22.62201820192020202120222023*2024*2025*11Description:InChina,themarketsizeofcross-borderexportB2Be-commercetotaled4.5trillionyuanin2022,withanaround8.2percentgrowthcomparedtothepreviousyear.China'sB2Bcross-borderexporte-commercewasexpectedtofurthergrow,amountingtoover6.9trillionyuanin2025.ReadmoreNote(s):China;2018to2022;*Estimate.Figureshavebeenrounded.Marketsizeincludedinformationaggregationandonlinetransaction.Oneyuanequalsapproximately0.14U.S.dollarsand0.13euros(asofSeptember2023).

ReadmoreSource(s):36Kr;ChinaCustoms;iResearchBusiness-to-business(B2B)e-commercetradevalueoffast-movingconsumergoodsinChinafrom2017to2022(inbillionyuan)OnlineB2BtransactionvalueofFMCGinChina2017-2022600540500445400360300200100024517010820172018201920202021202212Description:In2022,China'sFMCGindustryrecordedanonlineB2Btradevalueofaround540billionyuan,upfromabout445billionyuaninthepreviousyear.China'sB2BFMCGe-commercemarketsawarapidgrowthsince2017.

ReadmoreNote(s):China;2017to2022Source(s):100;SohuCHAPTER

03B2CandC2Ce-commerceDistributionofonlineretailtransactionvalueinChinain2023,bye-commercetypeShareofChina'sonlineretailsales2023,bytypeC2C18.7%B2C81.3%14Description:In2023,B2Conlineretailaccountedforapproximately81.3percentofChina'stotalonlineretail.Thisindicatedaslightincreasefromthepreviousyear.ReadmoreNote(s):China;2023Source(s):MOFCOMChinaRetailsalesvolumeofChina'sonlineshoppingmarketfrom2015to2023(intrillionyuan)OnlineshoppingmarketretailsalesvolumeinChina2015-2023181614121015.4313.7913.0911.7610.639.07864207.185.163.8820152016201720182019202020212022202315Description:In2023,onlinecommercetransactionsinChinareachedapproximately15.43trillionyuan,representinganalmost12percentyear-on-yeargrowth.Thee-commercemarketinChinamaintainedasteadygrowthinrecentyears.

ReadmoreNote(s):China;2015to2023Source(s):MOFCOMChinaTotalonlineretailsalesvalueinChinain2022,byregion(inbillionyuan)OnlineretailsalesvalueinChina2022,byregionSalesvalueinbillionyuan05001,0001,5002,0002,5003,0003,500GuangdongZhejiangJiangsuShanghaiBeijing2,947.841,947.661,220.891,176.061,115.33FujianShandongHebei773.8669.87419.25416.11SichuanHubei374.42HenanAnhui366.55343.56Jiangxi259.8516Description:ThisstatisticdepictsthetotalonlineretailsalesvalueinChinain2022,byregion.Thatyear,thetotalonlineretailsalesinGuangdongprovinceamountedtoapproximately2.95trillionyuan,whereasZhejiangprovincerankedsecondwitharound1.95trillionyuanworthofonlineretailsales.ReadmoreNote(s):China;2022Source(s):NationalBureauofStatisticsofChinaBreakdownofonlineretailsalesrevenueinChinain2023,bycategoryBreakdownofChina'sonlineretailsales2023,bycategoryShareofonlineretailsales0%5%10%15%20%25%Clothing,footwearandtextilesDailynecessities22%14.6%Householdappliancesandaudio-visualequipmentCommunicationequipmentGrain,oilandfood10.6%8.4%7.1%CosmeticsOfficesupplies6.2%6%Furnitures5%SportsandrecreationgoodsJewelryHardwareandelectricalmaterialsConstructionanddecorationmaterialsAutomobiles4%2.6%2.5%1.7%1.3%17Description:In2023,thelargestshareofChina'stotalonlineretailsalescamefromclothingandtextile-relatedproducts,amountingtoaround22percent.Amongallcategories,jewelryhadthehighestannualgrowthratethatyear.ReadmoreNote(s):China;2023Source(s):MOFCOMChinaCHAPTER

04Leadinge-commerceenterprisesLeadinge-commercecompaniesinChinaasof2022,basedonmarketvaluation(inbillionyuan)Mostvaluablee-commercecompaniesinChina2022Marketvaluationinbillionyuan400

60002008001,0001,2001,4001,6001,500AlibabaPinduoduo632JD.com611DewuBeijingUnitedInformationTechnologyMeiOne6759.540MomoCom28.519Description:Asof2022,AlibabaremainedChina'sleadinge-commercecompany,withamarketvalueofapproximately1.5trillionyuan.Inthatyear,PinduoduosurpassedJD.comasthesecond-largeste-commercecompany.Thereweresevene-commercecompaniesamongChina's500leadingprivatecompanies.ReadmoreNote(s):China;2022;amongnon-stateownedenterprisesSource(s):HurunResearchInstituteYear-on-yeargrowthofretailsalesvalueofleadinge-commercecompaniesinChinafrom2020to2022withestimatesuntil2024YoYgrowthofretaile-commercesalesinChina2020-2024,byleadingcompanyAlibabaDouyinJD.com76%Pinduoduo80%70%60%50%40%30%20%10%0%65.7%60%46.4%26%40%25.3%13.2%19%18%6%17.5%6.5%6.1%20216.4%4%4%3.5%202020222023*2024*20Description:Overthepastfewyears,China'ssocialcommercemarkethasexperiencedrapidgrowth.RetailsalesonDouyin,oneofChina'slargestsocialcommerceplatforms,grewby76percentin2022.Comparatively,thetraditionale-commercegiantAlibabaonlyexperienced3.5percentsalesgrowth.ReadmoreNote(s):China;2020to2024;excludingHongKong;*Estimate.ReadmoreSource(s):eMarketer;InsiderIntelligenceNumberofmonthlyactiveusernumber(MAU)oftheleadingshoppingappsinChinaasofFebruary2024(inmillions)MonthlyactiveusersofleadingshoppingappsinChina2024Numberofmonthlyactiveusersinmillions0100200300400500600700TaobaoPinduoduoJD.com612.33467.02347.3VIP.com75.9570.29TmallXianyu(IdleFish)SDewu60.6748.0635.518.95VMallXiaomiMarketM1688.com17.3617.0815.521Description:AsofFebruary2024,Taobao,theChinesee-commerceplatformoperatedbyAlibabaGroup,ledtheshoppingappsinChinawithmorethan612millionmonthlyactiveusers.Meanwhile,Huawei'sself-operatedstoreVmallacquiredalmost19millionactiveusers.ReadmoreNote(s):China;February2024Source(s):iiMediaResearchCHAPTER

05Currenttrendsine-commerceGrossmerchandisevalueofsocialcommercemarketinChinafrom2014to2022(inbillionyuan)Marketsizeofsociale-commerceindustryChina2014-20223,0002,5002,0001,5001,0002,764.82,532.352,300.052,060.551,200683.6120175000360.742016182.01201595.0120142018201920202021202223Description:In2022,themarketsizeofthesocialcommercesectorinChinareachedapproximately2.8trillionyuan,increasingbyaroundninepercentcomparedtothepreviousyear.China'ssocialcommercesectorhasseensteadygrowthoverthepastyears.ꢀSocialmediaasanewmarketingandsaleschannelSocialcommerceisdefinedasanewtypeofe-commercemodelbasedonsocialnetworking.Commoditieswereadvertised,promoted,orsoldonsocialmediaplatforms.Asthemillennials[...]

ReadmoreNote(s):China;2014to2022Source(s):100;Varioussources(YantaiMunicipalBureauofCommerce)GrossmerchandisevalueofonlinesecondhandretailinChinafrom2015to2022(inbillionyuan)Transactionvalueofsecond-hande-commerceinChina2015-2022600500400300480.2400.17309.55259.69200169.5201894.74100035.3220164.5920152017201920202021202224Description:China'sre-commerceistakingoff.In2022,thegrossmerchandisevalueofChina'sonlinesecond-handtradereached480billionyuan,increasingbyabout20percentfromtheyearbefore.Theleadingonlinesecond-handtradingplatformsIdleFishandZhuanzhuanhadannualtransactionvaluesofmorethan20billionyuan.ReadmoreNote(s):China;2015to2022Source(s):100Marketsizeofonline-to-offlinee-commerceinChinafrom2016to2022,withaforecastfor2023,bytype(inbillionyuan)MarketsizeofO2Oe-commerceChina2016-2023,bytypeTohomeTostore6,0005,0004,0003,0002,0001,00001,778.21,336.31,226.91,156.23,610.32023*1,286.22,974.520221,066.52,089.120218081,471.620201,095.62019560.1176.92016711435.12017201825Description:In2023,China'sonline-to-offlinemarketsurpassed4.3trillionyuan,ofwhichthehomedeliveryservicecontributedaroundthreetrillionyuan.China'sO2Omarkethasexpandedrapidlyinthepastyears.ReadmoreNote(s):China;2016to2022;*Estimate.

Oneyuanequalstoapproximately0.14U.S.dollarsand0.13euros(asofApril2024).ReadmoreSource(s):Kantar;Website(baogao.store)MarketsizeofquickcommerceinChinafrom2020to2022withestimatesuntil2030(inbillionyuan)Marketsizeofq-commerceChina2020-20304,0003,5003,0002,5002,0001,5003,566.83,012.92,567.72,207.71,879.91,482.31,1561,000850.4594.6361.120215000273.3202020222023*2024*2025*2026*2027*2028*2029*2030*26Description:In2022,China'squickcommercemarkettotaledabout594.6billionyuan.ItwasforecastthatthemarketwouldgrowataCAGRof25percentfrom2022to2030,reachingamarketsizeofabout3.57trillionyuanby2030.Theadoptionofq-commerceinChinaQ-commerce,alsoknownasquickcommerce,isanewformofe-commerce.Whencomparedtotraditionale-commerce,q-commerceprovideson-demanddeliverywithinashortperiodoftime,sometimesevenlessthan30minutes.To[...]

ReadmoreNote(s):Asia,China;2020to2022;*Forecast.

Oneyuanequalsapproximately0.14U.S.dollarsand0.13euros(asofApril2024).ꢀ

Thestatisticscoveredbothq-commerceservicesofferedbyplatformsandmerchants.

ReadmoreSource(s):ChinaInternationalElectronCommerceCenter;JDResearchInstitute;Varioussources(DadaGroup)Marketsizeoflivestreaminge-commerceinChinafrom2019to2023withestimatesuntil2026(intrillionyuan)MarketvalueoflivecommerceinChina2019-2026987658.166.955.864.92432103.642.741.240.42201920202021202220232024*2025*2026*27Description:In2023,thelivestreaminge-commercemarketinChinareachednearlyfivetrillionyuan,showingaremarkableincreasefrom420billionyuanin2019andforecasttosurgeto8.16trillionyuanby2026.

ReadmoreNote(s):China;2019to2023;*Estimate.Figureshavebeenrounded.Oneyuanequalsapproximately0.14U.S.dollarsand0.13euros(asofMarch2024).

ReadmoreSource(s):iResearch;Website(27)CHAPTER

06E-commerceconsumerdemographicsNumberofonlineshoppersinChinafrom2013to2023(inmillions)NumberofonlineshoppersinChina2013-20231,000900914.96842.1845.29782.418007006005004003002001000638.82610.11533.32466.7413.25361.42301.89201320142015201620172018H12019202020212022202329Description:ThegraphshowsthecumulativenumberofonlineshoppersinChinafrom2013to2023.AsofDecember2023,about915millionpeopleinChinahadpurchasedgoodsonline.

ReadmoreNote(s):China;2013to2023Source(s):CNNICNumberofmobilee-commerceusersinChinafrom2016to2021withestimatesuntil2023(inmillions)NumberofChina'smobilee-commerceusers2016-20231,2001,0008001,1391,02390578871360860047341840020002016201720182019202020212022*2023*30Description:ThenumberofmobileshoppersinChinagrewsteadilyinthepastdecadeandreached905millionin2021.ProjectionsshowedthatChina'smobileshoppingserviceuserswillcontinuetogrowtoabout1.14billionby2023.

ReadmoreNote(s):China;2016to2021;*Estimate.ReadmoreSource(s):iiMediaResearchNumberoflive-commerceserviceusersinChinafromJune2020toDecember2023(inmillions)Numberoflivestreaminge-commerceusersinChina2020-20237006005975265155004643883844003002001000309June2020December2020June2021December2021December2022June2023December202331Description:E-commercewasthemostpopulartypeoflivestreaminginChinawithabout597millionusersasofDecewmber2023accountingforabout54.7percentofthecountry'sinternetpopulation.Livestreamingcommerceisanewformatthatcombinesinfluencermarketingandsocialexperienceintoaliveshoppingshowone-commerceplatforms.Taobao,Douyin,andKuaishouweretheprominentplayersinChina'slivecommercemarket.

ReadmoreNote(s):China;June2020toDecember2023Source(s):CNNICPenetrationrateofonlineshoppinginChinafrom2013to2023PenetrationrateofonlineshoppinginChina2013-202390%83.8%81.6%79.1%79.2%80%70%60%50%40%30%20%10%0%74.8%73.6%69.1%63.8%60%55.7%48.9%201320142015201620172018H12019202020212022202332Description:ThisstatisticshowsthepenetrationrateofonlineshoppinginChinafrom2013to2023.AsofDecember2023,around84percentofinternetusersinChinahadshoppedonline,upfromaround79.2percentayearago.

ReadmoreNote(s):China;2013to2023Source(s):CNNICMajormobileshoppingappsamongfemaleusersinChinaasofJanuary2023,bymonthlyactiveusers(MAU)(inmillions)MajormobileshoppingappsamongfemaleusersChina2023,byMAUMonthlyactiveusersinmillions050100150200250300350400450451.49500TaobaoPinduoduoJD.com398.67209.02Taote72.3464.98VIP.comXianyu43.58Dewu37.7630.7219.6919.47vivoOPPOStoreMobileTmall33Description:InJanuary2023,TaobaowasthemostpopularmobileshoppingappamongfemaleconsumersinChina,witharound451.49millionwomenactivelyusingit.Pinduoduowonthesecondplacewithabout398.67millionmonthlyactivefemaleusers,21.9percentmorethanthepreviousmonth.MobileTmallwelcomed19.47millionmonthlyactivefemaleusers,enjoyingthehighestgrowthat30.4percentamongmobile