Analysys International: China B2C Create 240.1 Billion RMB in 2011

¡¡¡¡According to the Seasonal Survey of China B2C Market 2011Q4£¬ released by EnfoDesk£¬ Analysys International China B2C market has created 76.41 Billion Yuan in Q4£¬ 2011£¬ with a sequential growth rate being 23% and a year-on-year increase of 77.3%.

¡¡¡¡The total transaction value is 240.1 Billion Yuan for the year 2011£¬ up 130.8% compared with last year. Once more£¬ it is doubled.


¡¡¡¡2011 is the year when China B2C market made considerable progress. The rapid growth derives from the following factors

¡¡¡¡First£¬ Capital drove the market.
¡¡¡¡To get orders by a whale of advertisement is still an effective means. For example£º Vancle£¬ Suning£¬ 51buy and Coo8 all made achievements in this way. The optimization of investment in 2011 brings about orders constantly.

¡¡¡¡Second£¬ Traditional enterprises join the internet.
¡¡¡¡Traditional enterprises such as Suning£¬ Belle and Yintai gradually invest more on their online services. With continuous recession of capital market£¬ traditional enterprises' electricity advertisement will take up more portions in the total share of advertisement-commerce ads in 2012. More than that£¬ it will get benefit from operation agency platform£¬ integrated solution providers and marketing providers which promotes traditional enterprises go online.

¡¡¡¡Third£¬ exploration of segment market produces remarkable results.
¡¡¡¡The segment market with fairly great performance is mainly clothing and electronics market. They include shoes£¬ appliance and woman's clothes. Segment market is featured by high recognition from users£¬ well-developed consumption habit£¬ standard goods and easiness of scale. Letao£¬ OKbuy supported by Belle£¬ Yougou£¬ S.cn£¬ Xijie£¬ Taoxie and K121.com performed well in 2011. They are like seven kingdoms in the shoe market. 51buy and Coo8 also witness a huge growth in their transactions with massive investment in advertisement.

¡¡¡¡Finally£¬ the market is greatly driven by giants.
¡¡¡¡The two giants refer to Tmall and 360buy. Tmall made considerable effort in 2011. Tmall had made leaps in following three fields in 2011£¬ namely separation from the system£¬ raise of operation threshold and changes of its name. Tmall has created more than 80 billion Yuan in 2011£¬ up 187.5% compared with last year. Following its independent operation£¬ Tmall£¬ 360buy and QQ online shopping will compete for the platform£¬ which will be the major competition for China e-business retail market in 2012.

¡¡¡¡The transaction value of 360buy is 30.96 Billion Yuan in 2011£¬ up more than 200% compared with last year. What is worthy of our attention is that 360buy has made great adjustment in its goods structure. Transaction value of 360buy and its cooperation platform grew rapidly. Cooperation platforms brought about 2.6 Billion Yuan for 360buy in 2011£¬ whose major goods are daily necessities. Plus its sales by 360buy itself£¬ the total transaction value of daily necessities of 360buy is 5.24 billion Yuan£¬ representing 16.9% of the total sales. Dangdang and Amazon also saw a gradual growth in transactions of daily necessities. The total transaction value of daily necessities of 360buy exceeds that of Dangdang and Amazon. The strength of comprehensive online shops is further enhanced.

¡¡¡¡From the review of 2011£¬ there are few points to notice concerning the development of China B2C market.

¡¡¡¡First£¬ Channels versus. Branding
¡¡¡¡Enterprises that come to the B2C market with their channels are mainly in traditional industries£¬ such as Suning£¬ Wangfujing and Belle. They have marked strengths in capital£¬ products and branding and will hit established platforms featured by channels. Those enterprises such as Vcotton£¬ NOP and Crucco are trying to imitate Vancl's success in certain segment market. Analysys International holds that the competition will grow fierce among B2C enterprises featured by channels while B2C enterprises featured by branding could avoid such a fierce competition. Branding B2C will have more room for development before traditional brands realize£¬ but their growth can't catch Vancl in the past.

¡¡¡¡Second£¬ O2O and mobile commerce is the highlight and driving force of e-commerce in 2011.
¡¡¡¡O2O is in the early stage in China. Many business applications are only in conception. As for users and business value£¬ they are cultivating the market. Even though such platforms as 58£¬ Ganji and Dianping which provide local life services have already cultivated the market£¬ they haven't made any breakthrough concerning transactions. The development of mobile commerce and the opportunities of O2O are closely related. Those innovative applications are expected to be hot area for the investment in China e-commerce market in 2012.

¡¡¡¡Research Definitions

¡¡¡¡Online Retail refers to the retails accomplished by enterprises through internet. The buyers refer to individual online buyers. The two parties£¬ sellers and buyers use online applications to realize information searching (information flow)£¬ transaction (capital flow) and delivery (logistics) and etc.

¡¡¡¡B2C Online Retail refers to a business model by which enterprises sell their products to consumers with the aid of network. Usually£¬ statistics excludes retails realized through the platform built by manufactures themselves.

¡¡¡¡C2C refers to a business model by which enterprises provide online transaction platform to realize transactions between users.

¡¡¡¡Research Statement
¡¡¡¡The industrial analyses£¬ provided by Analysys International£¬ mainly reflect the current situation£¬ trend£¬ inflection point£¬ commercial law and manufacturers' situation. The figures and statistics are drawn by adopting a unique industrial analysis model combined with the research and study methods used by market£¬ industry and manufactures. All the data are based on industrial macro and historical data£¬ seasonal end-users' and business information.

¡¡¡¡Research Statement
¡¡¡¡The industrial analyses£¬ provided by Analysys International£¬ mainly reflect the current situation£¬ trend£¬ inflection point£¬ commercial law and manufacturers' situation. The figures and statistics are drawn by adopting a unique industrial analysis model combined with the research and study methods used by market£¬ industry and manufactures. All the data are based on industrial macro and historical data£¬ seasonal end-users' and business information.

¡¡¡¡It is believed that data concluded from research into market and trade is within acceptable errors. It can reflect the trend and commercial laws accurately.
¡¡¡¡Results obtained by the means of professional research methods are for reference. The actual data can be obtained by checking on financial report issued by manufacturers.

¡¡¡¡About Analysys International
¡¡¡¡Analysys International is a leading advisor on the technology£¬ media and telecom (TMT) industries in China. We provide data£¬ information and advice to 50£¬000 clients worldwide representing 1£¬500 distinct organizations£¬ deliver over 150 consulting engagements a year£¬ and hold more than 20 events that draw in over 8£¬000 attendees. Our clients include executives from companies as technology vendors£¬ vertical information technology users£¬ as well as professionals from professional service companies£¬ the investment community and government agencies. Our mission is simple and clear£º we help our clients make better business decisions. For more information£¬ please visit our website at http£º//english.analysys.com.cn.

¡¡¡¡About EnfoDesk
¡¡¡¡EnfoDesk is an industrial data base for subscription offered by Analysys International. It aims to help you perceive opportunities and risks in the Internet age with online database search£¬ analyst interaction£¬ market alarms and other functions. EnfoDesk can help you get information in time and know more about£º
¡¡¡¡The business mode and trend of the Internet and mobile web market
¡¡¡¡The trend in policy towards the Internet and Internetized market
¡¡¡¡The activities and preferences of Internet and mobile web users
¡¡¡¡The potential clients and commercial opportunities
¡¡¡¡The more valuable partners and cooperation mode
¡¡¡¡The trend and effects of e-marketing