One of Tech Buzz China’s partners is leading alternative data firm BigOne Lab, who is one of the best sources on detailed operational data for large Chinese tech companies. In Tech Buzz's quarterly update, BigOne's head of research, Robert Wu, joined Rui for a live webinar going over everything interesting among the big China ecommerce players, which are now Alibaba, JD, Meituan, Pinduoduo, Douyin, and Kuaishou.
We begin with the latest in community group buying, the group-buying next-day pickup business model that is sweeping over China. We go over market shares, warehousing efficiencies, and best-selling items and explain what that means in terms of strategy across the big players. We also talk about how much progress the Douyin and Kuaishou platforms have made in ecommerce, but point out their weaknesses vis-a-vis Alibaba, who is still the towering giant in the space. We touch upon what GMV breakdowns look like across the platforms, and finally end up with some interesting observations you might not have expected regarding creator engagement in Douyin and Bilibili.
If you are new to these companies, we highly suggest checking out episodes 28, 55, 57, and 80 on ByteDance, Kuaishou, Bilibili, and community group buying, respectively.
Although we edited the audio to make it easy to follow along, such events in the future are best experienced live, as much of the data is presented visually! To sign up for future events like this, please go to www.techbuzzchina.com.
Ep. 64: Telemedicine in China in the time of COVID-19: Part 2
Ep. 63: China telemedicine in the time of COVID-19: Part 1
Ep. 62: Real pain for Chinese real estate startups
Ep. 61: Getting educated on China K-12 tutoring edtech
Ep. 60: Wuhan Coronavirus: Impact on China Tech
Ep. 59: China Tech 2019 in Review
Ep. 58: China grocery ecommerce: Bloodbath or gold mine?
Ep. 57: Bilibili — the YouTube of China?
Ep. 56: Not just TikTok: A short history of Chinese short video abroad
Ep. 55: Kuaishou: The Anti-Douyin/TikTok?
Ep. 54: Influencers, KOLs, idols, and the future of China ecommerce
Ep. 53: NetEase — Developing Pigs, Games, and People
Ep. 52: Zhihu and Kuaishou — Has China’s Quora Found Its Prince Charming?
Ep. 51: Overview of China Tech: Rui Ma on SupChina Access
Ep. 50: TechBuzz Live: The Transpacific Experiment: How China and California Collaborate and Compete for Our Future
Ep. 49: China’s Gen-Z and its newest poison: sneakers
Ep. 48: Three Squirrels: The Nutty World of Chinese D2C Brands
Ep. 47: Chinese K12 English EdTech: VIPKid and How Learning is Earning
Ep. 46: Futu, Tiger, and the trillion-dollar overseas online brokerage business from China
Ep. 45: Totally Lit or Just Hot Air? The Rise of E-Cigarettes in China
Create your
podcast in
minutes
It is Free
Insight Story: Tech Trends Unpacked
Zero-Shot
Fast Forward by Tomorrow Unlocked: Tech past, tech future
The Unbelivable Truth - Series 1 - 26 including specials and pilot
Lex Fridman Podcast