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. 44: So young, more beautiful — the allure of China's plastic surgery market
Ep. 43: Douyu’s IPO, Panda.TV’s Death — Let the Gaming Livestreaming Games Begin
Ep. 42: To 996, or Not to 996, That is the Question
Ep. 41: IPO is for Influencers: The Company Behind China’s Kylie Jenner is Going Public
Ep. 40: China’s Newest Stock Exchange Experiment: Shanghai’s Technology Innovation Board
Ep. 39: Podcasting in China — the Myth and the Reality
Ep. 38: Battle of the Red Packets
Ep. 37: The WeChat Mini Program — The End of Apps or Not?
Ep. 36: China Tech is Risky Business - Pinduoduo’s Hack and DJI’s Corruption Scandal
Ep. 35: Everybody was WeChat Fighting: Bytedance Duoshan, Toilet App, and Bullet 2.0
Ep. 34: WeChat’s 7.0 Update and Allen Zhang, the Man Behind the App
Ep. 33: Tencent Music - Totally Not China’s Spotify
Ep. 32: Luckin Coffee: Starbucks Challenger or a New Breed of F&B for the 21st Century?
Ep. 31: Alibaba and the Little Red Book (Xiaohongshu): Powering Ecommerce With Content
Ep. 30: The Greatest Train Wreck of the Chinese Internet: Renren, China’s Facebook
Ep. 29: Alibaba Singles’ Day $30.8 Billion Extravaganza — The Real Deal, or Not?
Ep. 28: The World’s Most Valuable Startup: Bytedance, maker of TikTok & Toutiao
Ep. 27: Poking at the Hornet’s Nest: Fake Reviews in China Tech
Ep. 26: The O2O Local Services War: Alibaba vs. Meituan? Part 2: Koubei
Ep. 25: The O2O Local Services War: Alibaba vs. Meituan? Part 1: ele.me
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