• 1. April, 2012PCA-APG LIMITEDE-COMMERCE
    • 2. 2AgendaOVERVIEW 15’ ONLINE PURCHASE 20’ FIRM-BASED PERSPECTIVE 10’ INVESTMENT-BASED PERSPECTIVE 10’03 08 09 15
    • 3. Definition of E-commerce互联网商业模式虚拟数字化定义[]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。33
    • 4. E-COMMERCE: PAST, NOW & FUTURE电子商务拉动网络经济19.7%的增长,贡献率最高2009201025.9%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。EXPONENTIAL GROWTHINCREASING IMPORTANCE
    • 5. E-COMMERCE: B2B, B2C, C2CB2B将仍然是未来电子商务交易规模的最主要组成部分个人消费领域的网上交易规模增速略快于B2B电子商务市场HIGHLIGHTS
    • 6. Identify key driversThe years 2007 through 2010 saw rapid growth in the number of consumers going online.Internet is affordable shipping—$1 on average to ship a, versus $6 in the United States.China’s low cost of shipping1-kilogram parcel cost ($)Exponential Growth in New Internet UsersInternet cost per month ($)E-COMMERCE: UNDERLYING DRYERSMillions of People
    • 7. [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 SNSE-COMMERCE: DIFFERENCE IN CHINA
    • 8. Online Purchase
    • 9. C2C Overview寡头垄断型市场格局已经形成,很难在短期内打破预计在2013 年,C2C 电子商务市场交易规模会突破1 万亿元,但占总体网络购物规模的比重将由目前的87%下降至60%左右,2010-2013 年的复合增长率降至30%HIGHLIGHTS
    • 10. B2C Overview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。Highlights
    • 11. Biggest retailer in ChinaTAOBAO.COM>800,000,000ONLINE PRODUCTSSOLD PER MINUTE48,000
    • 12. Firm-based Perspective
    • 13. Company1E-tailer2Retailer3IMPLICATION
    • 14. Investment-based Perspective
    • 15. April, 2012PRESENTED BY LIU BIN, PCA_APGTHANKS!E-COMMERCE