電子商務(wù)行業(yè)研究_20120416

1、April, 2012,PCA-APG LIMITED,E-COMMERCE,,2,,Agenda,OVERVIEW15’ONLINE PURCHASE20’FIRM-BASED PERSPECTIVE 10’INVESTMENT-BASED PERSPECTIVE10’,03080915,3,Definition of E-commerce,,互聯(lián)網(wǎng),,商業(yè)模式,,虛擬數(shù)字化,定義,[,],電子商務(wù)

2、是基于互聯(lián)網(wǎng)及移動(dòng)互聯(lián)網(wǎng)誕生的一種全新的商業(yè)模式，用戶不需要進(jìn)入實(shí)體店面，通過(guò)虛擬數(shù)字化電子方式完成交易。,,3,,,,E-COMMERCE: PAST, NOW & FUTURE,,,,電子商務(wù)拉動(dòng)網(wǎng)絡(luò)經(jīng)濟(jì)19.7%的增長(zhǎng)，貢獻(xiàn)率最高,2009,2010,25.9%,34.2%,2010年中國(guó)電子商務(wù)整體交易規(guī)模達(dá)到4.8萬(wàn)億，較2009年增長(zhǎng)32.4%。2011年前三年中國(guó)電子商務(wù)市場(chǎng)交易規(guī)?？傤~已超過(guò)2010年全年的水平。

3、,EXPONENTIALGROWTH,INCREASINGIMPORTANCE,,,,,E-COMMERCE: B2B, B2C, C2C,,B2B將仍然是未來(lái)電子商務(wù)交易規(guī)模的最主要組成部分,個(gè)人消費(fèi)領(lǐng)域的網(wǎng)上交易規(guī)模增速略快于B2B電子商務(wù)市場(chǎng),,HIGHLIGHTS,,,Identify key drivers,The years 2007 through 2010 saw rapid growth in the number

4、 of consumers going online.,Internet is affordable,shipping—$1 on average to ship a, versus $6 in the United States.,,,China’s low cost of shipping,,1-kilogram parcel cost($),,Exponential Growthin New Internet Users,,I

5、nternet costper month ($),,E-COMMERCE: UNDERLYING DRYERS,Millions of People,,,,,,,,,[Dominance of Taobao],79% of transaction valueDefine the e-commerce landscape,[Delivery and logistic challenge],immaturity of the infr

6、astructure3 of 6 top hesitate reasons,[Distinctive online behavior],19% manufacturer websiteMost social,,[A Unique Online-Shopping Ecosystem],Baidu VS taobaoNO single top contender in SNS,,E-COMMERCE: DIFFERENCE IN CH

7、INA,,Online Purchase,,,C2C Overview,,寡頭壟斷型市場(chǎng)格局已經(jīng)形成，很難在短期內(nèi)打破,預(yù)計(jì)在2013 年，C2C 電子商務(wù)市場(chǎng)交易規(guī)模會(huì)突破1 萬(wàn)億元，但占總體網(wǎng)絡(luò)購(gòu)物規(guī)模的比重將由目前的87%下降至60%左右，2010－2013 年的復(fù)合增長(zhǎng)率降至30%,,HIGHLIGHTS,,B2C Overview,,預(yù)計(jì)行業(yè)整體將超過(guò)60%的CAGR高速增長(zhǎng)，總規(guī)模有望在2013年突破4千億元。,中國(guó)電子商務(wù)

8、行業(yè)在2010 年吸金總額超過(guò)10 億美元。年底，麥考林和當(dāng)當(dāng)網(wǎng)相繼在美國(guó)成功上市，后者市值最高超過(guò)20 億美元。,Highlights,,Biggest retailer in China,TAOBAO.COM,>800,000,000,ONLINE PRODUCTS,SOLD PERMINUTE,48,000,,,,,Firm-based Perspective,,,,,Company,1,E-tailer,2,Retail