中国电子商务分析.pptVIP

China e-Commerce: Racing for Prime Positions in a $300 bn Market Dec.25 2010 Table of Contents We estimate China’s e-commerce market will grow from $80 bn in 2010 to $300 bn in 2015 Online marketplaces dominate online shopping in China today e-tailers are growing fast and investing for the future Online marketplaces and e-tailers converging Many single-category survivors, only 2-3 can make Prime We estimate China’s e-commerce market will grow from $80 bn in 2010 to $300 bn in 2015 Internet set to impact retail spending next, after transforming advertising and entertainment We estimate China e-commerce at 2% of retail sales in 2009, 7% in 2015E We estimate China’s e-commerce market will grow from $80 bn in 2010 to $300 bn in 2015 More online shoppers to drive growth: 8% of China’s population shops online, vs. 50% in US, 58% in Korea We estimate China’s e-commerce market will grow from $80 bn in 2010 to $300 bn in 2015 We estimate that online shopping in China is at a comparable stage of evolution to the US 5 years ago and Korea 8 years ago Online marketplaces dominate online shopping in China today Online marketplaces and e-tailers Globally, there are two dominant models for selling products online: Online marketplace Online marketplaces act as venues for merchants to sell products. eBay, Yahoo! and Japan Auctions. The advantages of online marketplaces: Absence of inventory risk. Low capital expenditure requirements. The ability to provide a broad range of products. Online marketplaces dominate online shopping in China today B. e-tailers Online retailers (“e-tailers”) sell products themselves and are thus functionally akin to mainstream offline retailers. Major e-tailers globally include Amazon, B2W, and Interpark. The advantages of e-tailers as businesses include the following: Full control of the fulfillment processes, including wareho