E-COMMERCE April, 2012 PCA-APG LIMITED
Agenda 2 03 08 09 15 OVERVIEW 15’ ONLINE PURCHASE 20’ FIRM-BASED PERSPECTIVE 10’ INVESTMENT-BASED PERSPECTIVE 10’ 2
Definition of E-commerce 互联网 [ 定义 ] 商业模式 电子商务是基于互联网及移动互联网诞生的一种全新的商业模式，用户不需要进入实体店面，通过虚拟数字化电子方式完成交易。 虚拟数字化 3
E-COMMERCE: PAST, NOW & FUTURE EXPONENTIAL GROWTH INCREASING IMPORTANCE 2009 2010 25.9% 34.2% 2010年中国电子商务整体交易规模达到4.8万亿，较2009年增长32.4%。2011年前三年中国电子商务市场交易规模总额已超过2010年全年的水平。 电子商务拉动网络经济19.7%的增长，贡献率最高
E-COMMERCE: B2B, B2C, C2C HIGHLIGHTS B2B将仍然是未来电子商务交易规模的最主要组成部分
shipping—$1 on average to ship a, versus $6 in the United States. The years 2007 through 2010 saw rapid growth in the number of consumers going online. Identify key drivers shipping—$1 on average to ship a, versus $6 in the United States. E-COMMERCE: UNDERLYING DRYERS Internet is affordable Exponential Growth in New Internet Users Internet cost per month ($) Millions of People China’s low cost of shipping 1-kilogram parcel cost ($)
E-COMMERCE: DIFFERENCE IN CHINA [Dominance of Taobao] 79% of transaction value Define the e-commerce landscape [Delivery and logistic challenge] immaturity of the infrastructure 3 of 6 top hesitate reasons [Distinctive online behavior] 19% manufacturer website Most social [A Unique Online-Shopping Ecosystem] Baidu VS taobao NO single top contender in SNS
Online Purchase
C2C Overview HIGHLIGHTS 寡头垄断型市场格局已经形成，很难在短期内打破
B2C Overview Highlights 预计行业整体将超过60%的CAGR高速增长，总规模有望在2013年突破4千亿元。 中国电子商务行业在2010 年吸金总额超过10 亿美元。年底，麦考林和当当网相继在美国成功上市，后者市值最高超过20 亿美元。
48,000 >800,000,000 TAOBAO.COM Biggest retailer in China MINUTE ONLINE PRODUCTS 48,000 SOLD PER MINUTE
Firm-based Perspective
1 Company 2 3 E-tailer Retailer IMPLICATION
Investment-based Perspective
April, 2012 E-COMMERCE PRESENTED BY LIU BIN, PCA_APG THANKS!
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