#  @EdSander Ed Sander | Tech Buzz China | ChinaTechTrip Ed Sander | Tech Buzz China | ChinaTechTrip posts on X about china, temu, alibaba, meituan the most. They currently have [---------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::122180088/interactions)  - [--] Week [-----] -71% - [--] Month [-----] -40% - [--] Months [------] +52% - [--] Year [-------] +31% ### Mentions: [--] [#](/creator/twitter::122180088/posts_active)  - [--] Week [--] +514% - [--] Month [--] +152% - [--] Months [---] +59% - [--] Year [---] +0.53% ### Followers: [---------] [#](/creator/twitter::122180088/followers)  - [--] Week [-----] +0.24% - [--] Month [-----] +0.70% - [--] Months [-----] +6.20% - [--] Year [-----] +12% ### CreatorRank: [---------] [#](/creator/twitter::122180088/influencer_rank)  ### Social Influence **Social category influence** [countries](/list/countries) [technology brands](/list/technology-brands) [social networks](/list/social-networks) [finance](/list/finance) [travel destinations](/list/travel-destinations) [stocks](/list/stocks) [currencies](/list/currencies) [vc firms](/list/vc-firms) [fashion brands](/list/fashion-brands) [agencies](/list/agencies) **Social topic influence** [china](/topic/china), [temu](/topic/temu), [alibaba](/topic/alibaba) #446, [meituan](/topic/meituan) #26, [pinduoduo](/topic/pinduoduo), [wechat](/topic/wechat), [douyin](/topic/douyin), [has been](/topic/has-been), [in the](/topic/in-the), [tiktok](/topic/tiktok) **Top accounts mentioned or mentioned by** [@techbuzzchina](/creator/undefined) [@ruima](/creator/undefined) [@nataninvesting](/creator/undefined) [@kaiserkuo](/creator/undefined) [@manyapan](/creator/undefined) [@blogaap](/creator/undefined) [@fuchsiadunlop](/creator/undefined) [@mbrennanchina](/creator/undefined) [@pandawatch88](/creator/undefined) [@ambxiefeng](/creator/undefined) [@techtechchina](/creator/undefined) [@davidmoser](/creator/undefined) [@ritacyliao](/creator/undefined) [@ajbutton2](/creator/undefined) [@sosacapital](/creator/undefined) [@oxfordtmcd](/creator/undefined) [@wechatapp](/creator/undefined) [@tidefallcapital](/creator/undefined) [@toddembley](/creator/undefined) [@techbuzzchinas](/creator/undefined) **Top assets mentioned** [BuzzCoin (BUZZ)](/topic/buzz) [Alibaba Group (BABA)](/topic/alibaba-group) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [April (APRIL)](/topic/april) ### Top Social Posts Top posts by engagements in the last [--] hours "New Wechat e-commerce tools signal Tencent's ambitions TechNode So e-Com and CRM through WeChat is finally taking off http://ow.ly/Kacn30rmJ1F http://ow.ly/Kacn30rmJ1F" [X Link](https://x.com/EdSander/status/1334080021254770703) 2020-12-02T10:20Z [----] followers, [--] engagements "Alibaba Sales Miss in Sign Spending Has Yet to Pay Off - Bloomberg https://www.bloomberg.com/news/articles/2021-08-03/alibaba-sales-miss-in-sign-spending-has-yet-to-pay-off https://www.bloomberg.com/news/articles/2021-08-03/alibaba-sales-miss-in-sign-spending-has-yet-to-pay-off" [X Link](https://x.com/EdSander/status/1422558537226539008) 2021-08-03T14:02Z [----] followers, [--] engagements "The Sisyphean tasks of Pinduoduos gamification In a series of articles I explain how Pinduoduo gets such high daily retention figures. Beware there will be stress and suffering Today: Part 1: Shake Money https://www.chinatalk.nl/the-sisyphean-tasks-of-pinduoduos-gamification-part-1-shake-money/ https://www.chinatalk.nl/the-sisyphean-tasks-of-pinduoduos-gamification-part-1-shake-money/" [X Link](https://x.com/EdSander/status/1461038163556810760) 2021-11-17T18:26Z [----] followers, [--] engagements "@NeelimaMahajan Hi Neelima it's taken a bit longer than planned but I recently found time to start that series of articles on Pinduoduo gamification. You can find the first part here: https://www.chinatalk.nl/the-sisyphean-tasks-of-pinduoduos-gamification-part-1-shake-money/ https://www.chinatalk.nl/the-sisyphean-tasks-of-pinduoduos-gamification-part-1-shake-money/" [X Link](https://x.com/EdSander/status/1461039383616892929) 2021-11-17T18:31Z [----] followers, [--] engagements "This article seems to blame Alibaba's struggles on Beijing's tech rectification. No word on how Zhang's Tmall-heavy strategy drove a lot of merchants and consumers to the competition. Alibabas Ex-CEO Zhang Quits as Mas Lieutenants Take the Helm https://www.bloomberg.com/news/articles/2023-09-10/alibaba-s-ex-ceo-zhang-quits-as-new-leadership-takes-helmutm_source=pocket_saves https://www.bloomberg.com/news/articles/2023-09-10/alibaba-s-ex-ceo-zhang-quits-as-new-leadership-takes-helmutm_source=pocket_saves" [X Link](https://x.com/EdSander/status/1700964879178351071) 2023-09-10T20:10Z [----] followers, [---] engagements "While I'm surprised Zhang completely leaves behind leadership roles instead of continuing to head Alibaba Cloud which he already started doing in December I'm also not *that* much surprised with Jack Ma telling the leaders they should 'get back to Taobao'" [X Link](https://x.com/EdSander/status/1700964880549851310) 2023-09-10T20:10Z [----] followers, [---] engagements "It's a painful couple of days for Alibaba. Former Alibaba Group CEO Daniel Zhang who was supposed to continue his role as CEO of Alibaba Cloud (which he had taken after a serious server breakdown at the end of 2022) stepped down. No official reason has been given" [X Link](https://x.com/EdSander/status/1701165301956542732) 2023-09-11T09:26Z [----] followers, [---] engagements "What people will do to meet their KPIs . A bit from a LatePost article on Alibaba Cloud" [X Link](https://x.com/EdSander/status/1701291376543944719) 2023-09-11T17:47Z [----] followers, [---] engagements "@ritacyliao @panzer @mbrennanchina Excellent book I had the pleasure to proofread. Whatever became of Matt" [X Link](https://x.com/EdSander/status/1759554013073154342) 2024-02-19T12:22Z [----] followers, [--] engagements "That's indeed one of the problematic side-effects of the current cultural exchange on XHS. When Chinese are being asked to show their country they post brightly lit skylines of Shanghai Hangzhou Shenzhen etc. I haven't seen anybody sharing footage of a 6th-tier city or a poor village. Today I saw a Chinese guy claiming there are no homeless in China. I wonder who those people sleeping on the street were that I was handing our blankets to in the Xi'an winter. It's always good to realise there are two sides of China. That's why I always use this slide in my lectures. The TikTok Refugees now" [X Link](https://x.com/EdSander/status/1880274838012469424) 2025-01-17T15:23Z [----] followers, [----] engagements "@kiefer_nandez @ChorzempaMartin I love watching Kuaishou vids. I can't stand most of the content on Douyin. However the number of people speaking English on Kuaishou is much smaller. I don't think the Americans would have the same warm reception there" [X Link](https://x.com/EdSander/status/1880541368667570192) 2025-01-18T09:02Z [----] followers, [---] engagements "DOUYIN'S [----] E-COMMERCE RESULTS While TikTok Shop is still working hard to replicate the success of live commerce in Western markets (see our latest@TechBuzzChina report) it's worth keeping an eye on Bytedance's performance in its home market. 36Kr recently published some [----] results of e-commerce inside Douyin TikTok's Chinese sibling. First Douyin's e-commerce grew by 30% to RMB [---] trillion (almost half a trillion USD). Bytedance has set a target of RMB [---] trillion for [----] wanting to become the third-biggest player in the Chinese market (after only launching in-app e-commerce in 2018)." [X Link](https://x.com/EdSander/status/1891180165801353507) 2025-02-16T17:37Z [----] followers, [---] engagements "Live Commerce Reality Check Bytedance was sure about it. Live commerce in TikTok would be a smashing success outside China just like it had been in Douyin in China. But while it was reasonably successful in some Southeast Asian countries live commerce failed to take off when it launched in the UK a few years ago. It's quite remarkable that TikTok Shop thought it would be much different in the US. After five quarters the share of GMV of live commerce in the US is still stuck at 10% while it is between 60% and 70% in China. In the US most sales are still generated through short video adverts" [X Link](https://x.com/EdSander/status/1891407509648286164) 2025-02-17T08:41Z [----] followers, [---] engagements "WHERE ARE SALES IN TIKTOK SHOP GENERATED TikTok Shop has been active in the US since September [----] and has worked hard to replicate the success of e-commerce in its Chinese sibling Douyin. However the channel that generates sales is very different in the US. In China more than 60% of sales are generated in livestreams. In the US despite TikTok pushing this channel hard it's only 10%. And total GMV across all channels $9 billion in [----] still pales compared to Douyin's $480 billion. Similar to how Western consumers are used to 'consuming' advertising short videos take the largest share of GMV" [X Link](https://x.com/EdSander/status/1892967518471655502) 2025-02-21T16:00Z [----] followers, [---] engagements "ALIBABA REALISES AGAIN WHO ITS PRIMARY CUSTOMERS ARE In May [----] Jack Ma told Alibaba management to 'return to the customer'. Since then there has been a discussion about who 'the customer' is. I have always believed that the (primary) 'customer' is the one who pays you. For Alibaba that would be the merchant (advertising service fees commissions). However in the price wars with Pinduoduo and Douyin of recent years Alibaba has been overemphasising consumer needs thereby squeezing merchants' profits through pressure to lower prices mandatory freight insurance and 'refund without return'" [X Link](https://x.com/EdSander/status/1894331563061776622) 2025-02-25T10:20Z [----] followers, [---] engagements "FROM ONLINE BACK TO OFFLINE WHEN LIVE COMMERCE REACHES INVOLUTION The next phase of Chinese e-commerce Latepost recently reported about a new trend in China: merchants saying goodbye to livestreaming and moving to offline retail. Platforms like Douyin (the Chinese version of TikTok) have the traffic and 'eyeballs' of consumers; merchants must bid for this traffic which has become increasingly expensive. China has not seen major new platforms in recent years and too many merchants are trying their luck online while demand does not grow. Profits disappear and involution (nei juan) sets in. Only" [X Link](https://x.com/EdSander/status/1894492567598686688) 2025-02-25T21:00Z [----] followers, [---] engagements "ALIBABA AND JD MOVE FURTHER INTO INSTANT RETAIL In the past months we have seen a battle emerge in the food delivery sector. As I have previously explained this battle is as much about the future of instant retail (quick commerce delivery within an hour) as it is about meal delivery. Platforms need a high density of merchants couriers and consumers to make instant retail work. One of the reasons Meituan has been so successful in instant retail is that it has a large army of couriers that can be used not only for meal delivery but also for groceries and non-food products. And since they have" [X Link](https://x.com/EdSander/status/1965363602593849656) 2025-09-09T10:36Z [----] followers, [---] engagements "A few months ago rumour had it that Pinduoduos grocery delivery platform Duoduo Maicai was building warehouses in Shanghai and was expected to launch an instant retail business in August. It would select unbranded products from Duoduo Maicai and the Pinduoduo app to ensure low prices and cooperate with third-party couriers. Pinduoduo seemed worried that after winning the CGB market it could be hurt by the rise of Meituans Instashopping (Meituan Shangou) and Xiaoxiang divisions. With all the attention on the battle between JD Taobao/Eleme and Meituan last summer this news has largely remained" [X Link](https://x.com/EdSander/status/1976463449669632146) 2025-10-10T01:43Z [----] followers, [----] engagements "Or . 'Alibaba copies Meituan's lightning warehouse business model for instant retail'. https://technode.com/2025/10/31/taobao-instant-commerce-to-launch-taobao-convenience-store-chain/ https://technode.com/2025/10/31/taobao-instant-commerce-to-launch-taobao-convenience-store-chain/" [X Link](https://x.com/EdSander/status/1985198377626394762) 2025-11-03T04:12Z [----] followers, [---] engagements "THE REPORT CARD IS IN . Last month K5 - Future Retail and ChinaTechTrip took [--] senior e-commerce managers on a 7-day study tour to China. I gave them masterclasses on the rise of China ecosystems e-commerce instant retail live commerce C2M/Pinduoduo and cross-border e-commerce. We visited three cities (Beijing Hangzhou and Shanghai) and were hosted by JD Alibaba and live commerce agency Yowant. We also experienced formats of instant retail and 'slices of Chinese life' in shopping malls markets restaurants and parks. As we do after each tour we conducted an evaluation survey among the" [X Link](https://x.com/EdSander/status/1986145999795200451) 2025-11-05T18:58Z [----] followers, [---] engagements "JD Com Drops After Third-Quarter Profit More Than Halves on Big Investments in New Businesses https://www.yicaiglobal.com/news/jdcom-drops-after-third-quarter-profit-more-than-halves-on-big-investments-in-new-businesses https://www.yicaiglobal.com/news/jdcom-drops-after-third-quarter-profit-more-than-halves-on-big-investments-in-new-businesses" [X Link](https://x.com/EdSander/status/1989230686461407506) 2025-11-14T07:15Z [----] followers, [---] engagements "While cancellation of de minimis in itself is a good idea it won't make much of a difference. Temu has been preparing for this for more than a year and aims to ship 80% of goods from local warehouses. See our report: https://open.substack.com/pub/techbuzzchina/p/temu-watch-9-temu-rebounds European finance ministers agreed on Thursday to bring forward to next year customs duties on low-value parcels arriving in the bloc to crack down on cheap Chinese e-commerce imports in a move set to hit Chinese online retailers Shein and Temu. https://t.co/zaJcIZsnj9" [X Link](https://x.com/EdSander/status/1989233885498999134) 2025-11-14T07:28Z [----] followers, [---] engagements "NO IMPORT TAXES WON'T STOP TEMU So everybody is getting excited about the EU planning to cancel the [---] euro import tax exemption on small packages earlier (2026) than planned (2028). The idea is that the extra taxes will stop the likes of Temu and AliExpress 'dumping' goods in the EU market. It won't . First of all Temu has been working hard for [--] years to move the delivery of their goods to local warehouses. It aims to ship 80% of its goods from European warehouses by the end of the year. And the 20% that will still be shipped from China by aeroplane will probably still have a price" [X Link](https://x.com/EdSander/status/1989247279400689865) 2025-11-14T08:21Z [----] followers, [---] engagements "WHAT WILL THE CANCELLATION OF EU IMPORT TAX EXEMPTION DO TO TEMU'S PRICING I see a lot of cheering here on LinkedIn after the news that the EU will cancel the de minimis tax exemption of [---] in [----] instead of [----]. While the cancellation of de minimis is a good decision that I fully support it is essential to temper the enthusiasm a bit with some hard facts. After the US cancelled its $800 de minimis we conducted research atTech Buzz China including its impact on Temu's price levels. In the chart below you can see the price levels for the fully managed model (DTC packages sent by aeroplane" [X Link](https://x.com/EdSander/status/1989415275842990277) 2025-11-14T19:28Z [----] followers, [---] engagements "PINDUODUO'S INSTANT RETAIL PLANS In October I published a Tech Buzz China report examining Pinduoduo's first steps into the highly competitive instant retail market in China. A few months ago rumour had it that Pinduoduos grocery delivery platform Duoduo Maicai was building warehouses in Shanghai and was expected to launch an instant retail business in August. It would select unbranded products from Duoduo Maicai and the Pinduoduo app to ensure low prices and cooperate with third-party couriers. Pinduoduo seemed worried that after winning the CGB market it could be hurt by the rise of" [X Link](https://x.com/EdSander/status/1989974773292568822) 2025-11-16T08:32Z [----] followers, [----] engagements ""In September Alibaba released a major update to its navigation platform Amap adding a new artificial intelligence-powered feature allowing users to leave a ranking for local businesses just like on Dianping." This is incorrect. Amap's ranking is not added by users but by algorithms that calculate a score based on measurements like foot traffic returning visitors distance travelled to the restaurant etc" [X Link](https://x.com/EdSander/status/1990448859265335684) 2025-11-17T15:56Z [----] followers, [--] engagements "Visual Report: JD . Coms JD Mall Strategy Since [----] JD has been opening [--] JD Malls enormous multi-floor shopping malls based around the principles of brand shop-in-shop and experience selling. Seven more are being prepared for opening. This report describes the operational strategy customer experience model and business drivers of JDs JD Mall stores based on research and in-depth facility tours of the Qujiang location in Xian and the Shuangjing location in Beijing as well as two visits to other JD Mall stores. The first section of this report available for free describes the malls'" [X Link](https://x.com/EdSander/status/1991780483655467216) 2025-11-21T08:07Z [----] followers, [---] engagements "HEMA FOUNDER HOU YI MOVES PET BUSINESS ONLINE Recently I shared how the pet store chain Pet & Fresh of Alibaba's Hema (Freshippo) founder Hou Yi was shutting down within a year after opening its first store (see Some news has come out about his next steps. Hou Yi who 'wentpoco' (pursuing other career opportunities) in March [----] is moving the pet business online with a new brand: Chng tintin ( which translates as 'Pet Everyday'). The company was established in October and the brand has opened a Xiohongshu (Rednote) account. At the time of writing it had [--] posts and [---] followers. Pet Everyday" [X Link](https://x.com/EdSander/status/1992511592328528340) 2025-11-23T08:32Z [----] followers, [----] engagements "THE IMPACT OF QUICK COMMERCE ON ALIBABA'S Q3 RESULTS Alibaba just released its Q3 results and the impact of the enormous investments in instant retail/quick commerce is clear. Alibaba Group results: Revenue +5% YoY Net income -53% YoY Adjusted EBITA -78% YoY Net Cash Position - RMB [--] billion YoY The group's sales & marketing expenses went from 13.5% of revenue in Q3 [----] to 26.6% in Q2 [----]. The YoY difference was RMB [--] billion. The domestic commerce division went from RMB [----] billion EBITA in Q3 [----] to RMB [----] billion in Q3 [----] a decrease of 76% YoY. Quick commerce revenue increased" [X Link](https://x.com/EdSander/status/1993285093360636364) 2025-11-25T11:46Z [----] followers, [----] engagements "@nataninvesting We clearly focus on different parts of the report. 😉" [X Link](https://x.com/EdSander/status/1993289868840243528) 2025-11-25T12:05Z [----] followers, [---] engagements "Lots of talk lately about what the EU cancellation of de minimis would do to Temu and Shein in [----]. I've written extensively about Temu's response and am working on a new report for @TechBuzzChina. Meanwhile I'd like to share a bit from an expert interview about the impact on Shein of the cancellation of the US de minimis: "(.) the cancellation of the T86 parcel policy had a greater impact on Shein causing its sales to drop by more than 30% at its worst point. To cope with declining sales both Shein and Temu raised their product prices. Specifically Shein raised its prices by approximately" [X Link](https://x.com/EdSander/status/1993408747486486783) 2025-11-25T19:57Z [----] followers, [----] engagements "Another bit from an expert interview about the impact (or lack thereof) of the cancellation of de minimis: Lots of talk lately about what the EU cancellation of de minimis would do to Temu and Shein in [----]. I've written extensively about Temu's response and am working on a new report for @TechBuzzChina. Meanwhile I'd like to share a bit from an expert interview about the impact on Lots of talk lately about what the EU cancellation of de minimis would do to Temu and Shein in [----]. I've written extensively about Temu's response and am working on a new report for @TechBuzzChina. Meanwhile I'd" [X Link](https://x.com/EdSander/status/1993627466745970714) 2025-11-26T10:26Z [----] followers, [---] engagements "INSTANT RETAIL WAR CAUSES CARNAGE IN MEITUANS QUARTERLY RESULTS After JD and Alibaba the third party in the instant retail/food delivery battle has released its Q3 results. As those who have followed the trend in China will know Alibaba and Meituan went head to head in July and August handing out tens of billions of yuan in consumer subsidies to win over or retain food delivery customers. I shared the impact on JD here: Non-GAAP income from operations went from RMB [--] billion to RMB [---] million YoY. And heres how it affected Alibaba: YoY increase in marketing expenses was RMB [--] billion." [X Link](https://x.com/EdSander/status/1994351603390750969) 2025-11-28T10:24Z [----] followers, [----] engagements "TEMU ISN'T GOING AWAY I have been writing [--] reports on Temu for Tech Buzz China. There is so much to learn about the company and it is changing so fast and agile that I actually had to create a 'Temu Watch' series that is now a quarterly update. In April in 'Temu Watch #7: Will tariffs kill Temu' I reported how the import tariffs in the US would have little impact on Temu. In June I shared in 'Temu Watch #8: How Temu responded to US tariffs' how Temu only suffered a temporary setback when the US cancelled their de minimis. And not specifically because of that cancellation but because of the" [X Link](https://x.com/EdSander/status/1996125361529123257) 2025-12-03T07:52Z [----] followers, [----] engagements "SO MEDIA MARKT WILL BE OWNED BY A CHINESE E-COMMERCE GIANT Now that pending approval from some European authorities it's becoming clear that Chinese e-commerce giant JD will become the new owner of Ceconomy and thereby the Media Markt and Saturn stores it might be a good idea to learn a bit more about this company. A lot has been written about JD's online activities but less so about its offline initiatives. In [----] and [----] I visited several JD Mall stores which have become a crucial element of JD's offline strategy. I captured my insights and lots of pictures from [--] different stores in last" [X Link](https://x.com/EdSander/status/1996535704180912301) 2025-12-04T11:03Z [----] followers, [---] engagements "TEMU COMING SOON FROM A WAREHOUSE NEAR YOU As I'm preparing next week's Temu Watch #10 report for @TechBuzzChina I'd like to share another sneak preview that is highly necessary amid all the talk about abolishing EU import tax exemptions and adding [--] euros to every product as in the Netherlands France Belgium and Luxembourg. In itself the abolition of the 150-euro tax exemption is a good decision as it will level the playing field for other wholesalers and retailers who have to pay these taxes when importing in bulk. However the idea that it will stop Temu is wishful thinking. Temu has been" [X Link](https://x.com/EdSander/status/1996846061512523928) 2025-12-05T07:36Z [----] followers, [---] engagements "P.S. Just read this in a 36Kr article on Pinduoduo: "Temu is now prioritizing compliance and focusing on long-term localized business in more countries. In August of this year Temu asked some employees to move from its Shenzhen headquarters which houses its cross-border business back to Pinduoduo's headquarters in Shanghai signaling the end of its phase of rapid overseas expansion." "During the same period Temu began sending nearly a thousand employees to overseas markets in the third quarter. Most of these employees will go to core markets in Europe and the United States to promote logistics" [X Link](https://x.com/EdSander/status/1996909296693411899) 2025-12-05T11:47Z [----] followers, [---] engagements "IT'S OFFICIAL: ELEME REBRANDS TO TAOBAO INSTANT COMMERCE Last month I shared how Eleme's blue outfits were starting to be replaced by new 'Formula 1'-style orange Taobao outfits. Well it's official now. Last summer Alibaba cemented Taobao Instant Commerce as the place for quick commerce and food delivery ordering (and burned over RMB [--] billion in consumer discounts in the process). It's clear that Alibaba is serious about instant retail (quick commerce). It's ditching the branding of the food delivery service that it acquired in [----]. Eleme has never had much priority in the Alibaba Group" [X Link](https://x.com/EdSander/status/1997229689459392950) 2025-12-06T09:00Z [----] followers, [----] engagements "BEFORE THE EU CANCELS THE IMPORT TAX EXEMPTION TEMU ALREADY CHANGED There's a lot of talk about the EU cancelling its [---] tax exemption to curb the endless stream of packages from Shein Temu AliExpress etc. These companies pay VAT but no import tax and customs cannot inspect every package resulting in some questionable goods entering the EU (but let's be honest also a lot of fine products at low prices). Eliminating the 'de minimis' makes sense as it creates a more level playing field. After all wholesalers and retailers that import in bulk pay import taxes and are subject to cargo" [X Link](https://x.com/EdSander/status/1998670578882928861) 2025-12-10T08:26Z [----] followers, [---] engagements "FREE REPORT - TEMU WATCH 10: LOGISTICS IN TIMES OF TARIFFS I've been researching Temu since its launch in September [----] and its parent company Pinduoduo since [----]. While I'm not a particular fan of these platforms (which some people think) they are fascinating in what they have accomplished. I especially find their agility and ability to deal with new challenges remarkable. Meanwhile among the general retail public I sense a lack of knowledge and consequently a lack of clear understanding of Temu. Especially the idea that cancelling the tax exemptions on small packages from China will solve" [X Link](https://x.com/EdSander/status/1999377089535893606) 2025-12-12T07:13Z [----] followers, [---] engagements "TEMU WATCH 11: PROFITABILITY ARRIVES How Temu adjusts its advertising and pricing strategies to reach profitability. This is the final report I will publish on Temu this year. 😉 After the deep dive into Temu's logistical changes around the world in this second part of this month's update I examine: How Temu adjusted its advertising strategy. How Temu added new income streams to its semi-managed model. A breakdown of the profit and loss structure of the fully managed and semi-managed models. Developments in profitability for merchants selling on Temu. Comparisons of the competitive advantages" [X Link](https://x.com/EdSander/status/2001603061186232809) 2025-12-18T10:38Z [----] followers, [---] engagements "MEITUAN DROPS COMMUNITY GROUP BUYING AND B2C E-COMMERCE PLATFORMS Earlier this year I shared how Meituan was pulling its Meituan Youxuan community group-buying (CGB) platform initially launched in [----] out of all but two provinces. Youxuan had continued to be a loss-making initiative and Meituan had been unable to beat Pinduoduos Duoduo Maicai. ITS THE END OF COMMUNITY GROUP BUYING (AS WE KNOW IT) Previously I noted that community group buying seemed to be a dying business model. Even Pinduoduo seemed to be shifting to instant retail; one-hour delivery instead of CGBs next-day delivery." [X Link](https://x.com/EdSander/status/2001640061498970149) 2025-12-18T13:05Z [----] followers, [---] engagements ""ByteDance will also continue to own the IP rights to TikTok's algorithm licensing it to the JV and collecting licensing fees. Commercially reasonable revenue-sharing arrangements will be made between the two entities to support the JVs operational costs. In addition other TikTok entities in the US that ByteDance owns will manage global product interoperability and certain commercial activities including e-commerce advertising and marketing which are the platform's primary revenue source." ByteDance to Have Largest Single Stake in New TikTok US Security JV and Keep Algorithm IP" [X Link](https://x.com/EdSander/status/2002372962016502251) 2025-12-20T13:38Z [----] followers, [---] engagements "ALMOST EVERYBODY MISUNDERSTANDS TEMU I see a lot of people writing their opinions about Temu that show a lack of understanding of the company's business model. Countries are rushing to cancel their tax exemptions but while it is a good decision in itself as I have said many times before it will slow down but not stop Temu. Temu started with a fully managed model meaning that merchants shipped their goods to Temu's warehouses in China from where fulfilment would take place through small packages shipped directly to consumers around the world. In [----] we analysed at Tech Buzz China that this" [X Link](https://x.com/EdSander/status/2002670337960341644) 2025-12-21T09:19Z [----] followers, [----] engagements "@pandawatch88 As explained in the report the price difference between Amazon and Temu has been going down to 15% anyway" [X Link](https://x.com/EdSander/status/2002704500503802222) 2025-12-21T11:35Z [----] followers, [---] engagements "@AJButton2 I think a few months ago it was also reported that the sale would exclude ownership of the algorithm. It's also doubtful that the Chinese government would have agreed to Bytedance selling the algorithm" [X Link](https://x.com/EdSander/status/2002704856008868078) 2025-12-21T11:37Z [----] followers, [--] engagements "@EpilUncensored @ruima Yes like with Huawei people won't know how to properly pronounce it so you will get things like this " [X Link](https://x.com/EdSander/status/2005897430370283573) 2025-12-30T07:03Z [----] followers, [---] engagements "ALIBABAS HEMA SUPERMARKET ON THE WAY TO BECOME CHINAS #1 Alibabas Hema Supermarket (Freshippo) shared some new data in the new year's message from CEO Yan Xiaolei. Overall revenue growth exceeded 40% year-on-year. This would imply the expected GMV would exceed RMB [---] billion since it was RMB [--] billion in [----]. It served over [---] million consumers through dual business models Hema Fresh and Chaohesuan NB (formerly Hema NB/Hema Outlet) Hema has approximately [---] stores nationwide including about [---] Hema Fresh stores (an up-market format) and about [---] Chaohesuan/Hema NB stores (a" [X Link](https://x.com/EdSander/status/2006807296161009995) 2026-01-01T19:18Z [----] followers, [----] engagements "HOW ALIBABAS HEMA SUPERMARKETS COPIED SAMS CLUB (AGAIN) Recently I reported that Alibabas Hema Supermarket is experiencing 40% growth this year. There are multiple reasons for this success. After the founder Hou Yi resigned Alibaba discontinued many unsuccessful formats and refocused on the high-end supermarket (Hema Xiansheng) and the community discount supermarket (Chaohesuan NB formerly Hema NB). But there is more: Hema adjusted its business model. Hema always ran stores that integrated home delivery. This store + warehouse model is characterised by order-picking staff and a transport" [X Link](https://x.com/EdSander/status/2007422290481316272) 2026-01-03T12:02Z [----] followers, [----] engagements "HOW A CHINESE MAPPING APP BRINGS TRUST AND SEES USER NUMBERS EXPLODE Three months ago I wrote about the new ranking system that Alibabas Amap (Gaode) implemented. Remarkably the ranking system prioritised actual user movement data over user reviews which are widely considered unreliable in China. (Read my previous post here: Since the launch of this Street Sweeping Ranking system it has done very well: [--] million users on the first day During the National Day holiday the ranking system reached [---] million users and [--] days after the launch it had [---] million users. Three months after the" [X Link](https://x.com/EdSander/status/2010063857297903741) 2026-01-10T18:59Z [----] followers, [----] engagements "@jim_jackso9113 @nataninvesting Any idea what caused the sudden PDD drop The only real news I have seen today was this: https://pandaily.com/pinduoduo-tests-billions-supermarket-leveraging-low-prices-to-expand-into-grocery-retail https://pandaily.com/pinduoduo-tests-billions-supermarket-leveraging-low-prices-to-expand-into-grocery-retail" [X Link](https://x.com/EdSander/status/2011145239046865313) 2026-01-13T18:36Z [----] followers, [--] engagements "@ExpWithEVs @etechvolution @ruima @TechBuzzChina You need to discuss this with @ruima as she and Freya do EV tours. I only do retail and e-commerce tours" [X Link](https://x.com/EdSander/status/2011676583170281628) 2026-01-15T05:47Z [----] followers, [--] engagements "The [----] edition of the IPC Cross-Border E-Commerce Shopper Survey was released this week. Biggest eye-catcher: Temu now holds 24% of the e-commerce market. The survey was conducted in September [----] with [-----] participants from [--] countries. https://www.ipc.be/news-portal/e-commerce/2026/01/13/08/38/ipc-cross-border-e-commerce-shopper-survey https://www.ipc.be/news-portal/e-commerce/2026/01/13/08/38/ipc-cross-border-e-commerce-shopper-survey" [X Link](https://x.com/EdSander/status/2011806041890025487) 2026-01-15T14:21Z [----] followers, [---] engagements "WECHAT'S SOCIAL GIFTING FUNCTION Here's one of the topics I wrote about last year summarised in a Notebook video. I've personally used this function extensively to send tokens of appreciation to those who help us put together our ChinaTechTrip tours but can't meet in person. Interested in more details You can find the full report on our @TechBuzzChina 's Substack. https://twitter.com/i/web/status/2014999774089609290 https://twitter.com/i/web/status/2014999774089609290" [X Link](https://x.com/EdSander/status/2014999774089609290) 2026-01-24T09:52Z [----] followers, [---] engagements "MEITUAN OPENS LITTLE ELEPHANT SUPERMARKET (AGAIN) Meituan operates Xiaoxiang (Little Elephant) front-end warehouses in over [--] Chinese cities. Last Friday it opened its first offline [----] m2 Xiaoxiang Supermarket (XXS) in northern Beijing. As is normal in China when a highly anticipated store opens there were large crowds on the first day(s). Communities within a 5-km radius were approached with typical offline promotions and many retirees gathered to collect their free/discounted eggs on opening day. Meituan had also promoted the store through [--] group-buying deals in the Meituan and" [X Link](https://x.com/EdSander/status/2002370777664897276) 2025-12-20T13:29Z [----] followers, [----] engagements "KEETA MEITUANS OVERSEAS EXPANSION - PART 1: THE ROAD TO RIYADH How Meituan became #1 in Hong Kong and #2 in Saudi Arabia in one year. As all eyes were on the domestic food delivery market in [----] and Meituan had to contend with JD's market entry and Alibabas integration of and Taobao we might forget its battles elsewhere in the world. In Hong Kong the Middle East and Brazil Meituan has been rolling out its international version of meal delivery and even grocery delivery. In the first quarter of [----] @TechBuzzChina will publish several Meituan-related reports on its international expansion and" [X Link](https://x.com/EdSander/status/2007008750159163690) 2026-01-02T08:39Z [----] followers, [---] engagements "CHINA'S INTERNET COMPANIES PUSH FURTHER INTO THE SUPERMARKET SECTOR In the past year I have been sharing information on how China's internet companies are taking over the supermarket sector where many traditional players are struggling. Alibaba's Hema has seen strong growth and is likely now the #2 supermarket chain after Walmart. Meituan and JD are continuing to open both upscale supermarkets and community discount stores. These are the figures of planned store openings for [----] and expected total stores by the end of the year as shared by Lianshang: Walmart +13 new Sam's Club stores. 2026" [X Link](https://x.com/EdSander/status/2015868855030083973) 2026-01-26T19:26Z [----] followers, [----] engagements "TEMU AND HOW MISUNDERSTANDINGS SPREAD I just came across the chart below in a Chinese newsletter specialised in cross-border e-commerce news (Paidai). The article that reproduced it reported that Temu now has a 24% global market share. This is a serious misinterpretation and the result of a lack of clear communication in the concerned source: a press release and report by the International Post Corporation (IPC). And it's not just Paidai; I have seen others draw the wrong conclusion as well. I've even had people message me saying 'Temu is now market leader' Well not quite . So it's important" [X Link](https://x.com/EdSander/status/2017867239177756691) 2026-02-01T07:46Z [----] followers, [----] engagements "Most of consumer goods come from China anyway. To deliver as quickly as Joybuy wants the goods are already in local warehouses and have therefore already paid import tax. This is a different business model than Temu (which by the way now also ships the majority of goods from local warehouses). https://twitter.com/i/web/status/2020433262154334594 https://twitter.com/i/web/status/2020433262154334594" [X Link](https://x.com/EdSander/status/2020433262154334594) 2026-02-08T09:43Z [----] followers, [---] engagements "TEMU'S PHASE 3: BUILDING A NEW PINDUODUO What does this actually mean In [----] retailers and brands were taken by surprise when Temu attacked their domestic markets. In [----] retailers and brands hoped that Temu would go away after import tax exemptions were abolished. But developments in the US after the cancellation of the de minimis shows that Temu has adjusted and survived despite continued high tariffs by moving into local logistics. In [----] Temu will roll out phase [--] in its development and become 'a new Pinduoduo'. If you aren't familiar with Pinduoduo and how it became #2 in its domestic" [X Link](https://x.com/EdSander/status/2010666757699047918) 2026-01-12T10:54Z [----] followers, [----] engagements "CHINAS INTERNET COMPANIES GET COOKING (PART 1) MEITUAN & PUPU As I wind down my contribution to Tech Buzz China this quarter I have a few more reports in the pipeline that I will share. Last year all eyes were fixed on the meal delivery war between JD Alibaba and Meituan. But while the biggest battle raged on the demand side with over RMB [---] billion in consumer discounts collectively handed out things were also stirring on the supply side. In [----] Meituan formally launched Raccoon Canteen a food court meets dark kitchen format where merchants can prepare dishes and have them delivered by" [X Link](https://x.com/EdSander/status/2019321039696597417) 2026-02-05T08:03Z [----] followers, [---] engagements "MEITUAN WILL ACQUIRE DINGDONG MAICAI News just broke that Meituan is acquiring instant retail company Dingdong Maicai. A few weeks ago there were rumours that JD was planning to buy Dingdong but the two parties did not reach an agreement quickly enough so Meituan stepped in to make a defensive acquisition. It's an interesting development and not illogical as Dingdong was one of the few independent players in the front-end warehouse grocery delivery business (the other being Pupu Supermarket). Other major players include Meituan (Xiaoxiang) Alibaba (Hema/Taobao Instant Commerce) and JD" [X Link](https://x.com/EdSander/status/2019386910737633595) 2026-02-05T12:25Z [----] followers, [----] engagements "Instant retail market consolidation: Meituan acquires Dingdong This article combines insights from various Chinese media (see sources) as well as those of the author. https://chinadigitalretailreport.substack.com/p/media-instant-retail-market-consolidation https://chinadigitalretailreport.substack.com/p/media-instant-retail-market-consolidation" [X Link](https://x.com/EdSander/status/2019776594647089655) 2026-02-06T14:14Z [----] followers, [---] engagements "WOULD YOU LIKE TO WATCH YOUR TAKEOUT BEING PREPARED BY A MACHINE Yesterday I published my penultimate report for Tech Buzz China an in-depth look at the 7Fresh Kitchens that JD has been launching since mid-2025. A few months after launching its food delivery service JD decided to change strategy (after Alibaba began investing heavily) and move up the food delivery supply chain. It opened its own kitchens which are partially operated by cooking machines robots if you like. All kitchens also livestream their operations which has become somewhat standard as there is widespread distrust of food" [X Link](https://x.com/EdSander/status/2022204046329741391) 2026-02-13T06:59Z [----] followers, [---] engagements "@rohanpaul_ai After just giving the food delivery companies a serious sit down about subsudising and burning money in the food delivery involution I doubt if the Chinese government will be amused" [X Link](https://x.com/EdSander/status/2022215342148514060) 2026-02-13T07:44Z [----] followers, [----] engagements "Alibabas Jack Ma Chinas Richest Man to Retire From Company He Co-Founded "But its efforts to muscle into the United States largely have not been successful." Uhm what would those be besides the attempt to buy Moneygram which wasn't done by Alibaba https://www.nytimes.com/2018/09/07/technology/alibaba-jack-ma-retiring.html https://www.nytimes.com/2018/09/07/technology/alibaba-jack-ma-retiring.html" [X Link](https://x.com/EdSander/status/1038494092441870337) 2018-09-08T18:27Z [----] followers, [--] engagements "The End of the Beginning Great presentation by Andreessen Horowitz Benedict Evans including identifying some areas where China is now ahead of the USA. http://ow.ly/Xifi30nJcxn http://ow.ly/Xifi30nJcxn" [X Link](https://x.com/EdSander/status/1097069555543883777) 2019-02-17T09:45Z [----] followers, [--] engagements "This is the first smartphone from TikTok maker ByteDance So a phone that let's you open Tik Tok easier (since an icon on the home screen is simply too much work) and has a bunch of Tik Tok effects and filters . http://ow.ly/5RFo30pOLzG http://ow.ly/5RFo30pOLzG" [X Link](https://x.com/EdSander/status/1190268648591638530) 2019-11-01T14:05Z [----] followers, [--] engagements "Alibaba Xiaomi and Oppo donate face masks and equipment to other countries http://ow.ly/RPLA30qqbov http://ow.ly/RPLA30qqbov" [X Link](https://x.com/EdSander/status/1239528964584026112) 2020-03-16T12:28Z [----] followers, [--] engagements "Pinduoduo invests $200 million in retail giant GOME https://technode.com/2020/04/20/pinduoduo-invests-200-million-in-retail-giant-gome/ https://technode.com/2020/04/20/pinduoduo-invests-200-million-in-retail-giant-gome/" [X Link](https://x.com/EdSander/status/1252123416938844160) 2020-04-20T06:34Z [----] followers, [--] engagements "Last year I often used the slide below to show how dynamic the Chinese e-commerce space is. It shows how short-video apps Douyin (TikTok) and Kuaishou as well as PDD have taking over market share from Alibaba. Now Latepost has estimates that Douyin's market share in [----] was 10%" [X Link](https://x.com/EdSander/status/1613197278155513856) 2023-01-11T15:32Z [----] followers, [----] engagements "Pinduoduo's Temu has started sending me almost daily e-mails this month. And they are using some quationable tactics to get people to open their mails" [X Link](https://x.com/EdSander/status/1617182748736643074) 2023-01-22T15:29Z [----] followers, [---] engagements "You think that goods were dirt cheap on Temu You should see the prices on Pinduoduo's domestic platform (easy to compare with the camera search option on PDD). Jacket: Temu $2429 - PDD RMB56 = $826. Air compressor: Temu: $1979 - PDD RMB [--] = $560" [X Link](https://x.com/EdSander/status/1619057945265987584) 2023-01-27T19:41Z [----] followers, [---] engagements "New Chinese shopping app Temu is already quietly being turned into a western Pinduoduo with lots of gamification appearing. It's still hidden away in the user profile menu but it's a matter of time before it becomes more prominent. Read about it here: https://www.chinatalk.nl/cross-border-update-pinduoduos-temu-part-2/ https://www.chinatalk.nl/cross-border-update-pinduoduos-temu-part-2/" [X Link](https://x.com/EdSander/status/1621773101410172928) 2023-02-04T07:30Z [----] followers, [---] engagements "News from 36Kr (machine translated): Pinduoduo's Temu has rolled out their Canadian site opening to their second market after the US. https://mp.weixin.qq.com/s/cmd-RlM1-M63NcdsMbLktg https://mp.weixin.qq.com/s/cmd-RlM1-M63NcdsMbLktg" [X Link](https://x.com/EdSander/status/1622211680116555776) 2023-02-05T12:32Z [----] followers, [---] engagements "Right Temu's Pinduoduo-style gamification has been promoted to the homescreen" [X Link](https://x.com/EdSander/status/1625908969381277699) 2023-02-15T17:24Z [----] followers, [---] engagements "10 years ago today we were once again working on the Xian bucket list of sights we wanted to visit before leaving the city. Daming Gong used to be a palace of the Tang emperors and the biggest palace in Chinas history [--] times bigger than the Forbidden City in Beijing" [X Link](https://x.com/EdSander/status/1639334880667369508) 2023-03-24T18:34Z [----] followers, [---] engagements "Pinduoduo's Temu has rolled out to France Germany Italy The Netherlands and Spain this week. Check out our archive with Temu content: https://www.chinatalk.nl/tag/temu/ https://www.chinatalk.nl/tag/temu/" [X Link](https://x.com/EdSander/status/1650565841811906560) 2023-04-24T18:22Z [----] followers, [---] engagements "So I received my first Temu order and did a price comparison with Amazon Shein and Pinduoduo. Click here for details: https://www.linkedin.com/posts/edsander_china-temu-shein-activity-7065744454745239552-dOkwutm_source=share&utm_medium=member_desktop https://www.linkedin.com/posts/edsander_china-temu-shein-activity-7065744454745239552-dOkwutm_source=share&utm_medium=member_desktop" [X Link](https://x.com/EdSander/status/1659979458168717316) 2023-05-20T17:48Z [----] followers, [---] engagements "Interestingly the Pinduoduo-style games that Temu introduced in its app at the end of last year have disappeared from my app. Only getting a free gift when inviting new users remains while in an account I created in September [----] even that is gone" [X Link](https://x.com/EdSander/status/1665304025326125056) 2023-06-04T10:26Z [----] followers, [---] engagements "He suggested the group refocussed on Taobao instead of Tmall and cut management layers. The reason Alibaba has been losing market share to the likes of Pinduoduo Kuaishou and Douyin (the Chinese version of TikTok). 2/5" [X Link](https://x.com/EdSander/status/1671033809704304642) 2023-06-20T05:54Z [----] followers, [---] engagements "Hit and Miss The Ultimate Guide to Alibabas Hema (Freshippo) Store Formats. Part 3: [----] Concepts for the sinking market - ChinaTalk How Hema sees the sinking market as one of the most important growth markets and launched two concepts for it" [X Link](https://x.com/EdSander/status/1691363823142211584) 2023-08-15T08:18Z [----] followers, [---] engagements "@sosacapital @freddiewittmann @AJButton2 Although JD might want you to think otherwise Ochama has not been a success so far. Check out the update I wrote in them earlier this year" [X Link](https://x.com/EdSander/status/1692466868630548811) 2023-08-18T09:22Z [----] followers, [--] engagements "Met superlage prijzen en marketingtrucjes wil de Chinese retailer Temu het web veroveren Recent interviewde het Financieel Dagblad me over Temu de Chinese webshop van Pinduoduo die in [--] maanden tijd van $0 naar $3 billion groeide. Een groot deel van het artikel is gebaseerd op dat interview en een uitgebreid artikel dat ik in juni schreef voor @TechBuzzChina " [X Link](https://x.com/EdSander/status/1694620307523280995) 2023-08-24T07:59Z [----] followers, [---] engagements "@Blogaap 'China said they were going to take Hong Kong they did it' Err . 🤔" [X Link](https://x.com/EdSander/status/1696549018338304485) 2023-08-29T15:43Z [----] followers, [--] engagements "Pinduoduo's Temu has launched in Southeast Asia (Philippines) and the Middle East (Israel) in the past few days. It is now operating in [--] countries one year after its launch. PDD Holdings has pumped enormous investments into Temu. Still its cash reserves are so large that it can continue investing for a long time meanwhile conquering a large portion of the cross-border e-commerce market. Latepost reported how the investments haven't hurt Pinduoduo's cash reserves. They have even grown strongly since the launch of Temu. See the machine-translated graph below." [X Link](https://x.com/EdSander/status/1696779151980540262) 2023-08-30T06:57Z [----] followers, [----] engagements "@ruima @mpauldaniels Okay let me rephrase it then. Is such a minor convenience worth the investment Or maybe spend the money on say giving customer friendliness trainings to custom officers So people will feel welcome and might come again (yes I am being sarcastic here)" [X Link](https://x.com/EdSander/status/1697006839819383250) 2023-08-30T22:02Z [----] followers, [--] engagements "@ruima And streets have become much more quiet . and dangerous . the cars changed but some of the drivers' behaviour not so much. 🤣" [X Link](https://x.com/EdSander/status/1699014306451394613) 2023-09-05T10:59Z [----] followers, [---] engagements "You'd be surprised how much they need foreigners to visit either as tourists or (even more so) for business. They have even scrapped the requirement of biometric scans during visa applications to get more people to come. But if by 'they' you mean Tencent yes they probably don't care enough" [X Link](https://x.com/EdSander/status/1699813150776865245) 2023-09-07T15:53Z [----] followers, [---] engagements "@Blogaap @QueenyRaj En enkele werknemers bij Bytedance is niet hetzelfde als de CCP" [X Link](https://x.com/EdSander/status/1699897068507349480) 2023-09-07T21:26Z [----] followers, [--] engagements "Last Tuesday was a very special day for me . After having to wait for [--] years for obvious reasons we were finally giving a new briefing to a group of retailers that are joining us once again to explore the on- and offline retail world in China" [X Link](https://x.com/EdSander/status/1701522545374036193) 2023-09-12T09:06Z [----] followers, [---] engagements "@ChinaLawTransl8 I even heard mention of a social credit 'score' on a recent episode of the Sharp China podcast by Bill Bishops and Andrew Sharp. 🤔" [X Link](https://x.com/EdSander/status/1702066533596319982) 2023-09-13T21:07Z [----] followers, [--] engagements "Shein becomes the second-largest fashion e-commerce platform in Europe "European Cross-Border Commerce CCE recently released the [----] European fashion and beauty e-commerce value rankings. German fashion retailer Zalando ranked first in the fashion field and second in the overall list followed by cross-border e-commerce dark horses. Shein ranks sixth on the overall list while American StockX and Nike rank fourth and fifth respectively ranking eighth and ninth on the overall list.CCE predicts that nearly one-sixth of online fashion sales will come from resale platforms in 2026." Source 36Kr" [X Link](https://x.com/EdSander/status/1702633212235620386) 2023-09-15T10:39Z [----] followers, [----] engagements "What's with all the super positive articles on Temu in the Chinese tech press today Did Pinduoduo cough up some PR budget" [X Link](https://x.com/EdSander/status/1702758719916802203) 2023-09-15T18:58Z [----] followers, [---] engagements "Good comparison between Temu Wish and AliExpress. But it misses one point: AliExpress also started the "fully entrusted model" as it is called in this thread (we need a standardized English term for this I've seen about [--] different names for the model now)" [X Link](https://x.com/EdSander/status/1703690059189252158) 2023-09-18T08:38Z [----] followers, [---] engagements "People ask the wrong questions regarding Temu and other Chinese cross-border e-com websites. They tend to ask 'why is it so cheap' whereas they should be asking 'why is it so much more expensive elsewhere'. They have come to think of prices in Western shops as normal. In our recent piece for @TechBuzzChina I showed how exactly the same product most probably from exactly the same factory differs in price across Amazon Temu and Shein. But to understand the actual manufacturing price you need to go one step further and look up the same product on Pinduoduo (Temu's mother company). The price you" [X Link](https://x.com/anyuser/status/1704241356246282555) 2023-09-19T21:09Z [----] followers, [----] engagements "@christinelu @ruima Have a look at what Temp has done to PDD's cash reserves:" [X Link](https://x.com/EdSander/status/1704379810053521624) 2023-09-20T06:19Z [----] followers, [---] engagements "Temu will show you the same product on its platform. Check out the prices" [X Link](https://x.com/EdSander/status/1705504931069747218) 2023-09-23T08:50Z [----] followers, [---] engagements "If you by any chance have the Pinduoduo app on your phone you can do the same thing there and you will find that the same product sells for a fraction on the Temu price in China. This will give you an idea of the actual factory selling price which will be in the same region" [X Link](https://x.com/EdSander/status/1705505526421864921) 2023-09-23T08:52Z [----] followers, [---] engagements "News broke that Alibaba's Cainiao will have its expected IPO. In the same day a 5-day delivery service of AliExpress was announced. "Consumers from the UK Spain the Netherlands Belgium and South Korea can place orders for goods with the 'five-day delivery' label in the choice" [X Link](https://x.com/EdSander/status/1707030776183673161) 2023-09-27T13:53Z [----] followers, [--] engagements "While Alibaba's Hema (Freshippo) has been going 'down market' with Hema Outlet and Hema Neighbourhood it is at the same time going 'up market' with a brand new format that opened in Shanghai this week. 'Hema Premier' measures [----] m2 offers 40% unique" [X Link](https://x.com/EdSander/status/1707723027000025133) 2023-09-29T11:44Z [----] followers, [--] engagements "China's Cotti Coffee is recruiting franchisers outside China. It claimes to have already opened stores in South Korea Indonesia Japan and Canada and in its recruiting message says it "currently has 5500+ stores in 300+ cities in [--] countries around the world". That seems farfetched but we know that Cotti likes to count freshly signed franchise contracts as 'stores' so there's definitely something brewing. The company was launched by ousted Luckin founders that were removed after the accounting fraud. A month ago I wrote an extensive article about Cotti and how it launched [----] stores in less" [X Link](https://x.com/EdSander/status/1709110346391179607) 2023-10-03T07:37Z [----] followers, [---] engagements ""The rule (.) which bars social commerce companies from handling direct payments for online purchases is part of newly tightened trade regulations aimed at ensuring local e-commerce services such as GoTos Tokopedia wont be squeezed out." Instead of stimulating local players to develop social commerce and seamless in-app e-com which makes it so successful in China they just ban it. 🤔 TikTok Halts Indonesia Online Shop to Comply With New Rule - Bloomberg" [X Link](https://x.com/EdSander/status/1709154652770423099) 2023-10-03T10:33Z [----] followers, [---] engagements "TEMU IS HURTING THE BARGAIN RETAIL BUSINESS I have been writing about Temu's Pinduoduo for over a year now. In presentations I have given about the platform I have often explained how it will be a threat to Amazon because as I pointed out last week it's the same Chinese factories selling through Temu at half the price they need to charge on Amazon. But I've also warned that Temu is just as much a threat to offline bargain stores like Action because they serve the same price-sensitive deal hunters. I have used an adaptation of an old [----] cartoon from the Algemeen Dagblad that suggested" [X Link](https://x.com/anyuser/status/1709652737778962533) 2023-10-04T19:32Z [----] followers, [----] engagements ""Consumers by Amazons design are oblivious to the whereabouts of sellers on Amazon." This explains the extreme ignorance when people say 'Don't buy from China on Temu; buy from America on Amazon' US Seller Market Share on Amazon Hits Record Low - Marketplace Pulse" [X Link](https://x.com/EdSander/status/1709674268789751888) 2023-10-04T20:58Z [----] followers, [---] engagements "Temu is now active in [--] countries. It will be interesting to see if they can take advantage of the ban on TikTok Shops in Indonesia to launch there as well" [X Link](https://x.com/EdSander/status/1709872208766505401) 2023-10-05T10:04Z [----] followers, [----] engagements "@paper_cap @TechBuzzChina As I interpreted the ban it applies to selling (and payment) INSIDE social media apps not all cross-border e-commerce. If so there would be many more apps that would get banned. Temu is not a social medium so should be able to launch its stand-alone app" [X Link](https://x.com/EdSander/status/1709883316449485222) 2023-10-05T10:48Z [----] followers, [--] engagements "I was in China the previous two weeks and temperatures in Beijing (up to [--] C) and Shanghai (up to [--] C) completely caught me by surprise. There I was having sacrificed luggage space to a thick coat and not having packed any shorts while the guests in our study tour travelled light and enjoyed the comfy weather with bare lower legs" [X Link](https://x.com/EdSander/status/1720343003976339706) 2023-11-03T07:31Z [----] followers, [---] engagements "TEMU UPDATE Latepost recently published some interesting new figures on Temu Pinduoduo's cross-border e-commerce app. You can find my summary on LinkedIn: https://www.linkedin.com/posts/edsander_temu-update-latepost-recently-published-activity-7127218066777616384-K6Dzutm_source=share&utm_medium=member_desktop https://www.linkedin.com/posts/edsander_temu-update-latepost-recently-published-activity-7127218066777616384-K6Dzutm_source=share&utm_medium=member_desktop" [X Link](https://x.com/EdSander/status/1721485822099132889) 2023-11-06T11:12Z [----] followers, [----] engagements "Need for Speed 3: Coming soon from a Meituan warehouse near you" [X Link](https://x.com/EdSander/status/1724369321491673253) 2023-11-14T10:10Z [----] followers, [---] engagements "Temu launches maritime logistics 36Kr reported that Temu has launched cooperations with Matson Zim CMA CGM Maersk and COSCO Shipping Lines to launch express shipping. Not only will this reduce logistics costs by 30-60% but there are also shortages in air cargo: in [----] demand is growing 9.5% and supply only 5.7%. Meanwhile vessel utilization rate is only 75% (dropping 6% from last year). Shipping [--] kilo by air costs 30-40 yuan by standard ship 5-6 yuan and by express ship (e.g. Matsun) [--] yuan. Temu is expected to pay less than this. Expect Temu's delivery times for some products to become" [X Link](https://x.com/anyuser/status/1724419115044012197) 2023-11-14T13:28Z [----] followers, [----] engagements "@FransReichardt Heb jij binnen de partij nog een voorkeurstem Frans Op Jacobse stem in ik ieder geval niet meer nadat ik daar ooit neutronenkorrels tegen m'n splijtgras van heb gekocht" [X Link](https://x.com/EdSander/status/1727235119973626177) 2023-11-22T07:58Z [----] followers, [--] engagements "@yicaichina That's quite interesting because Meituan Maicai actually came out of a failed Hema (Freshippo)-clone called . xiao xang" [X Link](https://x.com/EdSander/status/1730136856774287692) 2023-11-30T08:09Z [----] followers, [--] engagements "@ruima @OxfordTMCD I wrote an article in [----] imagining that either Facebook or Kik (that Tencent invested in and was the inspiration for WeChat) might be able do it. I don't believe that anymore" [X Link](https://x.com/EdSander/status/1731692354766077977) 2023-12-04T15:10Z [----] followers, [--] engagements "@WorldOnWeb3 @ruima @OxfordTMCD It normally refers to a wide range of functionality. I would call WeChat a superapp. According to some definitions Alipay and Meituan as well while Douyin is also moving in that direction. But I wouldn't call PDD a super app while it has more than [---] users" [X Link](https://x.com/EdSander/status/1731734671568900355) 2023-12-04T17:58Z [----] followers, [---] engagements "@technodechina Number if shops doesn't mean much especially with the recent burst of openings by Cotti. But how much coffee is actually *sold*" [X Link](https://x.com/EdSander/status/1734507089928626459) 2023-12-12T09:34Z [----] followers, [--] engagements "Later today we're publishing a big 9000-word update on Chinese webshop Temu on Tech Buzz China. Here is a bit I already wanted to share. Similarweb recently published some data on how Temu is doing in Europe. Their data showed that in some of the biggest e-commerce markets it has entered the top [--] or even top [--] in terms of unique visitors between the end of September and the end of November. But an even more remarkable picture emerges if you add up all the unique visits to the different platforms in these six countries. The result is the chart below which shows that taking these countries" [X Link](https://x.com/EdSander/status/1738139772072198362) 2023-12-22T10:09Z [----] followers, [---] engagements "Whats up with - part 1: Temu An in-depth look at the developments of Pinduoduo's cross-border platform in [----] We hope you enjoy this in-depth look into what Temu has been up to since we last wrote about them in June. It's got lots of details and about [--] charts and infographics. This is the last @TechBuzzChina article we'll publish this year before taking a short break. In January we'll be back with more on EVs community group buying Cotti coffee Douyin local services WeChat Channels and much more . Have a good holiday season and stay safe" [X Link](https://x.com/EdSander/status/1738212094527275411) 2023-12-22T14:57Z [----] followers, [---] engagements "@Blogaap @TechBuzzChina Dat is precies mijn punt. Het wordt maar geroepen omdat men het ergens heeft gehoord en denkt dat het dus ook altijd gebeurt. Maar wat moet de CCP met de info dat tante Truus uit Almere onderzetters heeft gekocht op Temu" [X Link](https://x.com/anyuser/status/1743313426359722491) 2024-01-05T16:48Z [--] followers, [--] engagements "Whats up with - Part 4: Douyin Local Services We planned to post this on Friday but with rumours about an acquisition of by Bytedance we didn't want to keep this from you any longer. A few years ago Douyin launched local services including food delivery. The in-store and travel group-buying business has been growing steadily and forced Meituan to adopt livestreams and short videos on its platform. Meanwhile WeChat Kuaishou Xiaohongshu and even Duoduo Maicai launched local services initiatives. How have things played out since our March [----] report on the topic Read all about the 'torturous" [X Link](https://x.com/EdSander/status/1747639929549566026) 2024-01-17T15:20Z [----] followers, [---] engagements "Staff Say Chinese E-Retailers IP Address Has Been Partly Blocked by Rival Pinduoduo "Even if these staff members logged on with their 5G online data and not with the company wifi their view was still limited." Maybe turn off location sharing instead/as well" [X Link](https://x.com/EdSander/status/1747994229572251654) 2024-01-18T14:47Z [----] followers, [---] engagements "A 'tortuous trench war' is coming. Today Meituan's shares fell below their IPO price. For me Meituan has always been among the most interesting Chinese internet companies. They are highly data-driven although sometimes this has more of a weakness than a strength especially when competing with much more flexible Pinduoduo in the community group buying business. Meituan has had its fair share of shady practices especially concerning monopolistic behaviour and how they handled algorithms for couriers. But still I somehow have more sympathy for them than for some of the other Chinese internet" [X Link](https://x.com/EdSander/status/1748030964763132223) 2024-01-18T17:13Z [----] followers, [---] engagements "Whats up with - Part 5: WeChat Channels In our fifth and last article in the series of updates on some of our most important [----] topics we look back at WeChat Channels at Tech Buzz China. Tencent was quite late to the game of short videos and live streams only adding the Channels functionality to WeChat after Douyin and Kuaishou already had a market carved out for themselves. But never underestimate the power of the all-in-one super app. WeChat Channels has been growing impressively despite WeChat's (in)famous policy to limit advertising in order to protect the user experience. In this new" [X Link](https://x.com/EdSander/status/1750569397259743614) 2024-01-25T17:20Z [----] followers, [--] engagements "@ruima That's probably one of my favourite shows ever Where are you in the series" [X Link](https://x.com/EdSander/status/1751171111159562402) 2024-01-27T09:11Z [----] followers, [---] engagements "Chinese migrants find out that the cost of living hustle and bustle the weather food and eating out is not like it is at home in idolized Sweden. I think the same goes for most of Northern Europe. 🤣 Young Chinese Love Everything About Sweden. Except Living There" [X Link](https://x.com/EdSander/status/1751748148169711692) 2024-01-28T23:24Z [----] followers, [---] engagements "@FrisoDubbelboer Je hebt gelijk dat was toen de druppel die de emmer deed overlopen. Zat in Xi'an op dat moment. Was niet echt gezellig" [X Link](https://x.com/EdSander/status/1751917392219799866) 2024-01-29T10:37Z [----] followers, [--] engagements "De sfeer was heel gespannen in Xi'an er werden veel dingen vernield en het had de neiging om over te slaan in algeheel anti-buitenlander sentiment. Je kon merken dat men op straat als anders begon te doen. We kregen het advies van onze NGO om binnen te blijven en in ieder geval uit de buurt van plekken waar veel alcohol werd gedronken. Onze eigen stamkroeg gerund door een Australische Pool zette zelfs Chinese vlaggetjes op alle tafels om te laten zien dat hij achter China stond" [X Link](https://x.com/EdSander/status/1751922577088360707) 2024-01-29T10:57Z [----] followers, [--] engagements "It's Big Sale at Alibaba. InTimes Hema are all rumoured to be sold off. Seems 'returning to Taobao' has really started and Daniel Zhang's New Retail imperium is being demolished. Alibaba mulls sale of grocery retail chain Freshippo: report https://t.co/hyKZh8jV7g Alibaba mulls sale of grocery retail chain Freshippo: report https://t.co/hyKZh8jV7g" [X Link](https://x.com/EdSander/status/1754089948427456992) 2024-02-04T10:30Z [----] followers, [---] engagements "@wojteks81929404 I was being sarcastic" [X Link](https://x.com/EdSander/status/1754399093743329667) 2024-02-05T06:58Z [----] followers, [--] engagements "Thanks for referencing my @TechBuzzChina report. An important aspect of the low CAC is that besides loads of advertising's (social media and Super Bowl) Temu lets their users acquire new users for them by giving them free products in exchange for sharing download codes. This drives down the CAC as it's very low cost for Temu to let users do the marketing for them. Pinduoduo used the exact same strategy in China and also had the lowest CAC of all Chinese internet companies about [--] years ago" [X Link](https://x.com/EdSander/status/1757186994239922537) 2024-02-12T23:36Z [----] followers, [---] engagements "Who do you want to fix your car: a dog (JD) or a bit further down the street a cat (Alibaba's Tmall)" [X Link](https://x.com/EdSander/status/1757745297105801472) 2024-02-14T12:35Z [----] followers, [---] engagements "@techtechchina Yes impressive. But considering that Temu only launched in South Korea in July [----] it's not really that remarkable that it would show [--] times growth compared to the month it launched in" [X Link](https://x.com/EdSander/status/1760688490474582400) 2024-02-22T15:30Z [----] followers, [--] engagements "Gisteren werd ik gebeld door RTL-Z met een aantal vragen over Temu. Het resulteerde in onderstaand nieuwsitem. Er komen nog wel misverstanden langs. Ik legde uit dat in China Pinduoduo in the Chinese thuismarkt flink marktaandeel heeft weggesnoept van Alibaba dit wordt genterpreteers alsof Temu marktaandeel heeft weggekaapt bij AliExpress. Ook heeft Pinduoduo inmiddels geen hogere beurswaarde meer dan Alibaba (niet AliExpress). Ook wordt een deel van AliExpress bestellingen sneller verzonden of ligt zelfs in Europa op voorraad. Voor de rest een leuk item" [X Link](https://x.com/EdSander/status/1762419540867133940) 2024-02-27T10:08Z [----] followers, [--] engagements "And here we go again Alipay trying to be more than a payment app. Anybody remember Circles Alipay ramps up efforts to monetize huge user base amid fierce competition with WeChat TechNode" [X Link](https://x.com/EdSander/status/1762446708359737701) 2024-02-27T11:56Z [----] followers, [---] engagements "@WeChatApp Does installing WeChat still require friend verification" [X Link](https://x.com/EdSander/status/1763533274134073494) 2024-03-01T11:54Z [----] followers, [----] engagements "I just did a test and registration for WeChat still requires a friend verification. Many tourists will NOT know anybody who is already using WeChat (and individual users can only verify [--] person per month and [--] per year). Most people won't even bother trying to find another WeChat user. Tencent can make registration for WeChat Pay easier but as long as it doesn't remove the barriers to installing the 'mother app' it is built into it won't do much good. As such despite the fact that I personally prefer to use it over AliPay I suggest any traveller who doesn't need WeChat as a communication" [X Link](https://x.com/EdSander/status/1763536693745918334) 2024-03-01T12:08Z [----] followers, [----] engagements "I just did a test and registration for WeChat still requires a friend verification. Many tourists will NOT know anybody who is already using WeChat (and individual users can only verify [--] person per month and [--] per year). Most people won't even bother trying to find another WeChat user. Tencent can make registration for WeChat Pay easier but it won't do much good if it doesn't remove the barriers to installing the 'mother app' it is built into. As such even though I prefer to use it over AliPay I suggest any traveller who doesn't need WeChat as a communication tool to try the much more" [X Link](https://x.com/anyuser/status/1763537035720036414) 2024-03-01T12:09Z [----] followers, [----] engagements "For your amusement here's the hassle we went through trying to get a group for one of our study tours on WeChat and WeChat Pay" [X Link](https://x.com/EdSander/status/1763540150586396811) 2024-03-01T12:21Z [----] followers, [---] engagements "@AmbXieFeng @KaiserKuo WeChat can make linking credit cards easier but as long as it has the friend verification for registering on the app it won't make much of a difference to the average tourist" [X Link](https://x.com/anyuser/status/1763624182988824631) 2024-03-01T17:55Z [----] followers, [----] engagements "@KaiserKuo @curranhung @AmbXieFeng But if you have relatives friend verification should not be a problem. And once you're in WeChat activating WeChat Pay shouldn't be that hard anymore (if we believe Tencent)" [X Link](https://x.com/EdSander/status/1763691005893591530) 2024-03-01T22:21Z [----] followers, [---] engagements "That's very kind but I don't need help. I have had WeChat since it launched back in [----] or so. The point is that the average tourist (like my customers) does not know people like you and most won't bother going looking for one. It's like giving people a wallet with a lock on it and telling them they will have to find someone with a key if they want to use it" [X Link](https://x.com/EdSander/status/1763815309826306422) 2024-03-02T06:35Z [----] followers, [--] engagements "@MichaelOsta @AmbXieFeng @KaiserKuo Yes that happened to one of our customers. Imagine being the only one in a group of [--] that can't even open WeChat " [X Link](https://x.com/EdSander/status/1763841533281812915) 2024-03-02T08:19Z [----] followers, [---] engagements "If you squeeze to hard things will break . In the @TechBuzzChina reports I wrote on Temu last year I mentioned how Temu (Pinduoduo) is squeezing merchants for lower prices through an auction system and how that could potentially hurt product quality. In the meantime Temu (not unlike Amazon) is also trying to add more new merchants and products to the platform. It seems to have become less critical about the quality of goods. This is starting to backfire and the number of complaints in the US are rising. Temu's fines merchants [--] x the price when complaints about shoddy goods are received but" [X Link](https://x.com/EdSander/status/1764776147970052307) 2024-03-04T22:13Z [----] followers, [----] engagements "More than a year after I started warning about the potential impact of Temu people started waking up. For various understandable reasons people get emotional about Temu and other Chinese webshops. But they lose track of the facts and are unwilling to study what's behind these platforms. They revert to accusations about forced child labour data theft and other unfounded claims based on hearsay and internet rumours. Or in the worst case short-seller reports that before you open the report warn "This report and all statements contained herein are the opinions and are not statements of fact". Do" [X Link](https://x.com/EdSander/status/1765313479794147826) 2024-03-06T09:48Z [----] followers, [---] engagements "Just watched it. Yes PDD does not share a lot of information. But most of the things McCrum talks about are insinuations and assumptions. Companies having weird financial constructions through Cayman Island is hardly something new. Alibaba is doing the same thing and its all legal. Shady but legal. Alibaba also uses nicknames internally. About staff size: PDD is compare to Alibaba the latter has about [-------] staff members but half of those work in asset- and staff-heavy offline retail like Intimes and RT-Mart. Regarding not publishing figures on Temu companies like Alibaba and Meituan also" [X Link](https://x.com/EdSander/status/1765346074573541421) 2024-03-06T11:57Z [----] followers, [--] engagements "Re [--]. They are probably already profitable in the countries they launched in first. Besides some 'loss leaders' they are increasing some of their prices especially things you actively search for. Pinduoduo doesn't really depend on 'group buying' (at least not anymore). It's basically just a marketing trick in the front-end of the app. See this video: https://youtu.be/2lM9QxkAdWQsi=FNMLgr3K9o-arCBK https://youtu.be/2lM9QxkAdWQsi=FNMLgr3K9o-arCBK" [X Link](https://x.com/EdSander/status/1767862618901852272) 2024-03-13T10:37Z [----] followers, [--] engagements "Back in [----] Jack Ma claimed that pure e-commerce players would soon face tremendous challenges and e-commerce would be replaced by New Retail in 10-20 years. Little did Jack know that eight years later Alibaba itself would be under pressure from new pure online players like Douyin Kuaishou and especially Pinduoduo. Realising what had happened in May [----] Ma called on the company to return to Taobao return to the user return to the internet. In a series of two articles we examine the past eight years in which Alibaba has made enormous investments in New Retail. Recently Alibaba said it wants" [X Link](https://x.com/EdSander/status/1768653319210201345) 2024-03-15T14:59Z [----] followers, [---] engagements "Usage of WeChat Channels more than doubled. To learn more about Channels check out our recent @TechBuzzChina update on this in-app functionality. Tencent's FY23 & Q4 financial result highlights: Usage of #Channels (Video Accounts) soared with time spent doubling while FinTech Services sustained double-digit year-on-year growth. https://t.co/jiVDAzJOuF Tencent's FY23 & Q4 financial result highlights: Usage of #Channels (Video Accounts) soared with time spent doubling while FinTech Services sustained double-digit year-on-year growth. https://t.co/jiVDAzJOuF" [X Link](https://x.com/EdSander/status/1770425530837238112) 2024-03-20T12:21Z [----] followers, [---] engagements "Meituan turned a CNY6.7 billion loss in [----] into a CNY13.9 billion profit in [----]. This was largely driven by Meituan Shangou / Instashopping its instant retail platform which saw a 40% increase in orders. Last year. at @TechBuzzChina we wrote extensively about Meituan Shangou and instant retail probably China's hottest retail / e-com trend. Learn more about it here: https://techbuzzchina.substack.com/p/need-for-speed-instant-retail https://techbuzzchina.substack.com/p/need-for-speed-instant-retail" [X Link](https://x.com/EdSander/status/1772343635880624400) 2024-03-25T19:23Z [----] followers, [---] engagements "In March I explored Alibaba's New Retail for @TechBuzzChina. Now that Alibaba is planning to sell many of its offline New Retail initiatives I revisited them to see how individual projects fared since they were launched in the second half of the 2010s. Over the years I have visited many of these projects on multiple occasions and built up a large collection of photo and video materials. This has given me a unique perspective compared to people who have only read about these initiatives in Alibaba's press releases. I decided to give those who never saw them in real life an idea by creating a" [X Link](https://x.com/EdSander/status/1774450977942155302) 2024-03-31T14:57Z [----] followers, [---] engagements "Okay please tell me this was just a silly April Fools joke . (watch the video on this page) https://mp-weixin-qq-com.translate.goog/s/magdkA9YeVBVNon1rPPPSA_x_tr_sl=zh-CN&_x_tr_tl=en&_x_tr_hl=en-US&_x_tr_pto=wapp https://mp-weixin-qq-com.translate.goog/s/magdkA9YeVBVNon1rPPPSA_x_tr_sl=zh-CN&_x_tr_tl=en&_x_tr_hl=en-US&_x_tr_pto=wapp" [X Link](https://x.com/EdSander/status/1775077853282935255) 2024-04-02T08:28Z [----] followers, [---] engagements "If you are an Apple or retail architecture aficionado check out these pictures of Shanghai's new Apple store. https://www.linkedin.com/posts/edsander_location-scouting-in-shanghai-for-the-coming-activity-7182626586104336384-oiJxutm_source=share&utm_medium=member_android https://www.linkedin.com/posts/edsander_location-scouting-in-shanghai-for-the-coming-activity-7182626586104336384-oiJxutm_source=share&utm_medium=member_android" [X Link](https://x.com/EdSander/status/1776861764740596159) 2024-04-07T06:37Z [----] followers, [---] engagements "Quite a good interview with a very open Joe Tsai of Alibaba. This is the kind of humbleness that has been missing from the company for so long. And quite a bit if criticism about former management between the lines. https://m.youtube.com/watchsi=coFYpBjhjONPb_Gb&v=mT6mRJehJdw&feature=youtu.be https://m.youtube.com/watchsi=coFYpBjhjONPb_Gb&v=mT6mRJehJdw&feature=youtu.be" [X Link](https://x.com/EdSander/status/1777009192219595211) 2024-04-07T16:23Z [----] followers, [---] engagements "Its Group Buying Jim but not as we know it Pinduoduos [---] billion yuan app you never heard of and more You've heard about community group buying but have you heard of 'group stores' And you have heard of Temu Pinduoduo and maybe even Duoduo Maicai but did you know PDD Holdings has another app with [---] billion yuan GMV that has remained largely under the radar outside China And how Meituan is starting another battle with PDD after launching its own version In our latest @TechBuzzChina report we look into these lesser known versions of group buying" [X Link](https://x.com/EdSander/status/1778787447867933152) 2024-04-12T14:09Z [----] followers, [----] engagements "Err . The social credit system *is* government run. But what you shared is not the social credit system it is a financial- creditworthiness- system-meets-loyalty-scheme system by Alibaba spin-off Ant Group. The what you call 'China stans' are simply pointing out you are confusing two things (as many have done before you)" [X Link](https://x.com/anyuser/status/1780518885994983544) 2024-04-17T08:49Z [----] followers, [----] engagements "@pretentiouswhat Most likely the banks will use Baihang which rolls up data from many different financial creditworthiness systems to create a more reliable picture with fewer conflicts of interest" [X Link](https://x.com/EdSander/status/1783393089412841710) 2024-04-25T07:10Z [----] followers, [--] engagements "Luckin Coffee has launched in Singapore and because the country requires ABCD labelling for products the Chinese on Xiaohongshu are now finding out how much sugar (5 or 10gr/ml) they have been consuming and how unhealthy their favourite Luckin drinks are. Sugary drinks are becoming a real problem in China. I myself need to find a way to go cold turkey from the Mascarpone Cheese Latte I've been having daily when I'm in China. Source: https://mp.weixin.qq.com/s/6fHiosURvJVsw9ttIUwHqA https://mp.weixin.qq.com/s/6fHiosURvJVsw9ttIUwHqA" [X Link](https://x.com/anyuser/status/1783454267610706281) 2024-04-25T11:13Z [----] followers, [----] engagements "Ik had laatst dezelfde discussie met een journalist. Die vond dat er bij een nieuw account heel veel oorlogsfilmpjes op Douyin stonden. Ik vroeg: 'heb je die dan bekeken'. 'Ja'. 'Dan gaat het algoritme je dus meer oorlogsfilmpjes tonen en lijkt het alsof er veel oorlogsfilmpjes op Douyin staan. Je zou eigenlijk op een andere telefoon en ander IP adres een nieuw account moeten maken en kijken of je nog steeds zoveel oorlogsfilmpjes ziet als je ze *niet* gaat afkijken.'" [X Link](https://x.com/EdSander/status/1783859102461907367) 2024-04-26T14:02Z [----] followers, [--] engagements "@Blogaap Okay dat is de publieke opinie maar dat heeft niks te maken met de Bytedance apps die ze gebruiken (overigens gebruikt ruim 80% van de online Chinezen een of meerdere Bytedance apps). Je kon jouw bericht lezen alsof een ban/verkoop impact zou hebben op domestic apps" [X Link](https://x.com/EdSander/status/1783863977828548857) 2024-04-26T14:21Z [----] followers, [--] engagements "What a load of bs @YahooFinance You claim Temu has a 17% market share in the US but this is based on a December report about the dollar store/discount market not the online market or retail market. A serious misrepresentation of facts. China's Temu Takes Over 17% Of US Market Share Cutting Jobs From American Amazon And Decimating Small Businesses" [X Link](https://x.com/EdSander/status/1784141474956746969) 2024-04-27T08:44Z [----] followers, [---] engagements ""The Shanghai Municipal Administration for Market Regulation clearly pointed out in a draft notice in December [----] that as of December [----] Pinduoduo had received nearly [----] quality complaints with more than [-----] complaints throughout the year ranking first. Douyin is second with only more than [---] complaints. The third place is Dingdong Maicai with only more than [--] complaints. Pinduoduo currently ranks at the bottom in terms of product quality. [----] ranks second to last Taobao and Douyin rank third to last and the official flagship stores of JD and Tmall have the best quality." - Expert" [X Link](https://x.com/EdSander/status/1786768893211492805) 2024-05-04T14:44Z [----] followers, [---] engagements "@JBVossen Of de VS die met Den Haag onderhandelt over ASML i.p.v. met Brussel" [X Link](https://x.com/EdSander/status/1789602158834294952) 2024-05-12T10:22Z [----] followers, [--] engagements "The first chapter of our latest @TechBuzzChina report on Temu is now also available for free on our ChinaTalk website. It gives an update about the platform's most important statistics. https://www.chinatalk.nl/the-current-state-of-temu/ https://www.chinatalk.nl/the-current-state-of-temu/" [X Link](https://x.com/EdSander/status/1789612913138778305) 2024-05-12T11:05Z [----] followers, [---] engagements "HOW ABOUT THE QUALITY OF GOODS ON TEMU In our latest deep-dive report on Tech Buzz China we shared many new insights about the Chinese webshop Temu. Like many other Chinese webshops Temu doesn't have a very good reputation as far as product quality goes. I myself have made [--] purchases on Temu all by actively searching for something I really needed not by mindlessly browsing. I would say [--] did not meet the standard of supposed usage while [--] other product immediately broke upon usage. For all [--] products I filed a complaint did not have to return the goods and got my money back in [--] hours." [X Link](https://x.com/EdSander/status/1789977386924056740) 2024-05-13T11:13Z [----] followers, [---] engagements "USD12.7 million in bribes . 🤯 E-Commerce Employee Who Reportedly Took Over USD12.7 Million in Bribes Worked at Alibaba Yicai Found https://www.yicaiglobal.com/news/e-commerce-employee-who-reportedly-took-over-usd127-million-in-bribes-worked-at-alibaba-yicai-foundutm_source=pocket_saves https://www.yicaiglobal.com/news/e-commerce-employee-who-reportedly-took-over-usd127-million-in-bribes-worked-at-alibaba-yicai-foundutm_source=pocket_saves" [X Link](https://x.com/EdSander/status/1790667627204837481) 2024-05-15T08:56Z [----] followers, [---] engagements "That was about time Now the only thing left is allowing people to regulate their room temperature in Spring and Fall so we don't have to sleep in rooms of [--] degrees Celsius. China now asking all hotels to accept foreigners https://www.pekingnology.com/p/china-now-asking-all-hotels-to-accept https://www.pekingnology.com/p/china-now-asking-all-hotels-to-accept" [X Link](https://x.com/EdSander/status/1794373097380069860) 2024-05-25T14:20Z [----] followers, [---] engagements "In April I wrote "The Collapse of Alibabas New Retail - Part 2: Hypermarkets Supermarkets and Convenience Stores" for @TechBuzzChina. I explained why Alibaba is trying to sell off its offline retail stores which were once part of its New Retail strategy. This strategy was reversed after the resignation of former CEO Daniel Zhang. RT-Mart a hypermarket chain under the Sun Art company plays a big role in Alibaba's turnabout regarding 'new retail'. In [----] Alibaba took a 36% stake in Sun Art and increased it to 74% in [----]. Through this acquisition Alibaba also doubled its number of employees." [X Link](https://x.com/EdSander/status/1794722799480688646) 2024-05-26T13:30Z [----] followers, [----] engagements "You might have heard about Alibaba's Hema (Freshippo) supermarkets. In [----] Jack Ma made this store + warehouse format famous through a photo in which he was holding up an enormous king crab. Hema kickstarted Alibaba's New Retail strategy and although that strategy has been far from successful Hema did change the grocery home delivery landscape in China. But did you know that over the course of six years Hema launched no less than [--] other formats in China In an approach of 'throwing things at the wall and seeing what sticks' it tried everything from community group buying and convenience" [X Link](https://x.com/EdSander/status/1794985642096521505) 2024-05-27T06:55Z [----] followers, [---] engagements "Yesterday in Zrich Switzerland I had the incredible pleasure and honour of being a keynote speaker at SCORE [----] a very well-organised conference for 1000+ professionals in the e-commerce sector. In half an hour I shared some of the most important findings about Temu taken from the three extensive reports I wrote for @TechBuzzChina on the topic in the past [--] months. In 'Demystifying Temu' I explained the parent company and the business model. Along the way I debunked a couple of myths about the platform while still stressing that there are still enough things to worry about (among which our" [X Link](https://x.com/anyuser/status/1796168534919110857) 2024-05-30T13:15Z [----] followers, [---] engagements "In our April @TechBuzzChina reports on Alibaba's collpasing New Retail strategy we shared how Hema (Freshippo) entered into a cooperation with Alibaba-invested RT-Mart and created Xiaohema. This 'marriage' failed. Hema started Hema Mini (and used the Xiaohema name for a different concept) while RT-Mart rolled out small community grocery stores under the name Xiaorunfa. The Xiaohema stores were renamed Xiaorunfa. RT-Mart posted an almost [---] billion yuan loss for the fiscal year ending in March putting significant pressure on the results of Alibaba Group. Today news broke that RT-Mart is" [X Link](https://x.com/EdSander/status/1796521514172342760) 2024-05-31T12:38Z [----] followers, [---] engagements "Even afgezien van het bericht zelf . Bytedance heeft in China de technologie + een enorm aantal medewerkers om te voorkomen dat bepaalde content online komt. Dat moet wel want anders komen ze in de problemen met de overheid. Er is dus geen enkele reden waarom ze dat hier niet zouden kunnen. Maar dan moeten ze er net zoals in China wel toe gedwongen worden " [X Link](https://x.com/EdSander/status/1797259068899217857) 2024-06-02T13:28Z [----] followers, [--] engagements "Video: China's Fintech Wild West - ChinaTalk https://www.chinatalk.nl/video-chinas-fintech-wild-west/ https://www.chinatalk.nl/video-chinas-fintech-wild-west/" [X Link](https://x.com/EdSander/status/1797387079409709391) 2024-06-02T21:57Z [----] followers, [---] engagements "There is something important in what Joe Tsai says about This infrastructure is strategic for us so it is an indispensable part of our business. In this process we have clarified what are the core businesses what are the strategic support businesses and what are non-core businesses or financial investments. We will gradually adjust and optimize these businesses according to the situation At the end of [----] there were rumours of Alibaba planning to sell to Bytedance. Whether those plans ever were there or not Alibaba seems to realize that is important from the perspective of instant retail" [X Link](https://x.com/EdSander/status/1797536409932194142) 2024-06-03T07:50Z [----] followers, [---] engagements "Instant retail isn't only about groceries. Its value might be even more in non-food and high margin items like consumer electronics. This is where JD Now/JD Daojia/Dada and can connect retailers and consumers. PDD's grocery (Duoduo Maicai) does have it's own logistics but only up to the point of the pick-up locations (comparable to Meituan Youxuan). Both are community group buying platforms. But Meituan also had Meituan Xiao Xang (formerly Meituan Maicai) for front-end warehouses and Meituan Shangou as instant retail marketplace. http://Ele.me http://Ele.me http://Ele.me http://Ele.me" [X Link](https://x.com/EdSander/status/1797543634331382110) 2024-06-03T08:19Z [----] followers, [--] engagements "@Blogaap Helemaal uitgeteld aan het eind van de dag" [X Link](https://x.com/EdSander/status/1799135314121797636) 2024-06-07T17:44Z [----] followers, [--] engagements "@fuchsiadunlop It always amazed me that with so many fabulous dishes the Chinese saved some of the less tasty ones for their festivals. ;-)" [X Link](https://x.com/EdSander/status/1800062542653403384) 2024-06-10T07:08Z [----] followers, [---] engagements "The picture below was taken during my keynote at the Score conference in Zrich a few weeks ago. Unfortunately I'm standing in front of the slide title 'myths' so the text might be interpreted incorrectly. There is a lot of criticism about Temu some factual and some mythical. In my keynote I explained the platform's business model and debunked a number of myths. This is important I think. Not because we shouldn't be critical about Temu . on the contrary. But we should first seek to understand it and then criticize and where necessary regulate it based on facts. Not based on prejudices or" [X Link](https://x.com/EdSander/status/1800636202992693342) 2024-06-11T21:08Z [----] followers, [---] engagements "In my current round of keynotes on Temu I mention how in China they say "First they laughed at Pinduoduo. Then they studied Pinduoduo. Then they wanted to be Pinduoduo". This is relevant because the way that Chinese e-commerce players dismissed Pinduoduo in the late '10s looks a lot like what is happening with Temu. I have noticed though that since a month or two we have finally moved from 'laughing about Temu' to 'studying Temu'. At least there is more willingness to truly learn about the company judging from the number of calls I get from journalists event organisers and leaders of" [X Link](https://x.com/EdSander/status/1801555531078701268) 2024-06-14T10:01Z [----] followers, [---] engagements "Temu is currently recruiting merchants of furniture building materials gardening digital home appliances sports and outdoor home furnishings The Four Little Dragons have all launched the semi-managed model. In our most recent @TechBuzzChina report on Temu and in a series of keynotes I explained how in March Temu started (for some goods/merchants) moving away from the 'fully-managed model' in which it takes care of all international logistics to a 'semi-managed model' that allows Chinese merchants to ship goods by boat and put them in overseas warehouses. The semi-managed model was launched by" [X Link](https://x.com/EdSander/status/1802753985255805046) 2024-06-17T17:23Z [----] followers, [---] engagements "The Staggering Hippo - Part 2: The Transformation of Alibabas Hema (Freshippo) And there it is. The most massive report I have delivered for @TechBuzzChina so far. After explaining the [--] different formats that Alibaba's Hema supermarket (Freshippo) launched in the past [--] years in last month's report we now have an in-depth look at what happened to the company in the past [--] months. And what a rollercoaster ride it's been. Announcing to be spun off in an IPO. Announcing the abolishment of the KA (Key Account) system. Opening an upmarket store and then announcing to turn itself into a" [X Link](https://x.com/EdSander/status/1804174061876236695) 2024-06-21T15:26Z [----] followers, [---] engagements "Yesterday we published an extensive 15K-word report on the development of Alibaba's 'New Retail Star' Hema (Freshippo) on @TechBuzzChina. The first section of this report is now also available here free to read for all: Whatever happened to Alibaba's Hema (Freshippo) - ChinaTalk https://www.chinatalk.nl/whatever-happened-to-alibabas-hema-freshippo/ https://www.chinatalk.nl/whatever-happened-to-alibabas-hema-freshippo/" [X Link](https://x.com/EdSander/status/1804461738202407048) 2024-06-22T10:29Z [----] followers, [----] engagements "Ever wondered how much PDD merchants make "White-label businesses with monthly sales ranging from hundreds of thousands to millions of yuan have told us that under the new price comparison rules this year their gross profit margin on Pinduoduo sales has remained at 20% to 30% [--] to [--] percentage points lower than other platforms." "Under the mandatory paid full-site promotion model the above merchants still need to pay 10% - 20% of their sales for advertising and after deducting the after-sales costs such as refunds the profit is very limited. After the new rules were announced some" [X Link](https://x.com/EdSander/status/1805337133021810793) 2024-06-24T20:28Z [----] followers, [---] engagements ""Amazon to launch discount section with direct shipping from China" The picture below was taken by Tobias Khn at this week's Future Retail conference. It shows a slide I normally use at the end of my keynote. It warns that the biggest danger of Temu is that we might underestimate what the parent company Pinduoduo is capable of. Alibaba has lost about 45% market share since [----]. About half of that went to Pinduoduo which launched in [----]. After the established e-cm platforms like Alibaba's Taobao/Tmall and JD first dismissed (laughed) Pinduoduo they realised how successful it was (studied)." [X Link](https://x.com/anyuser/status/1806210181467971881) 2024-06-27T06:17Z [----] followers, [----] engagements "@e_sicnarf @TidefallCapital Note that the Goldman Sachs [----] expectation were made before Alibaba's [----] realignment and strategic changes. While it remains to be seen how successful these will be it could change the [----] outcome" [X Link](https://x.com/EdSander/status/1808667813781123079) 2024-07-04T01:03Z [----] followers, [--] engagements "@TidefallCapital I have used this slide not just to show the impact of PDD and Douyin and Alibaba's shrinking market share but also as a warning to what could happen if Temu is underestimated and dismissed" [X Link](https://x.com/EdSander/status/1808672787764236720) 2024-07-04T01:22Z [----] followers, [---] engagements "@AlphaExponent Yes the one hour delivery is indeed new. But since I don't live in Amsterdam I won't be able to try it" [X Link](https://x.com/EdSander/status/1810992454436540575) 2024-07-10T11:00Z [----] followers, [--] engagements "@CurtExplores These are quite different. The ones I have seen in Hohot (see pictures) are more like scooters" [X Link](https://x.com/EdSander/status/1811426396259967416) 2024-07-11T15:44Z [----] followers, [--] engagements "@IAmPatyRubio Alibaba actually invested in Nice Tuan. But had several different business units that were all trying to do community group buying. That probably did't help Nice Tuan" [X Link](https://x.com/EdSander/status/1812826356796752166) 2024-07-15T12:27Z [----] followers, [--] engagements "But . who is the customer I always learned that the real customer is the one that pays you for goods or services. At Alibaba that would mostly be the merchant. 🤔 Prioritizing customers is Alibaba Japans core philosophy. CEO of Alibaba Japan shares their customer-first mindset that empowers businesses to thrive in new ways with their dedicated efforts. #LifeatAlibaba #CustomerFirst https://t.co/uE7cU5sDBe Prioritizing customers is Alibaba Japans core philosophy. CEO of Alibaba Japan shares their customer-first mindset that empowers businesses to thrive in new ways with their dedicated" [X Link](https://x.com/EdSander/status/1813171077457322409) 2024-07-16T11:17Z [----] followers, [---] engagements ""(.) found guilty in US of nine criminal counts." I wonder if that rap song and kissing Steve Bannon were among them. Chinese business tycoon convicted of defrauding followers in $1bn scheme China The Guardian https://www.theguardian.com/world/article/2024/jul/16/guo-wengui-fraud-trialutm_source=pocket_shared https://www.theguardian.com/world/article/2024/jul/16/guo-wengui-fraud-trialutm_source=pocket_shared" [X Link](https://x.com/EdSander/status/1813533692784185347) 2024-07-17T11:18Z [----] followers, [---] engagements "I mean that Alibaba invested in Nice Than but some of their other business units (Hema Cainiao etc) also started community group buying initiatives so within Alibaba Group these business units were competing with each other. We wrote about it on @TechBuzzChina. http://Ele.me http://Ele.me http://Ele.me http://Ele.me" [X Link](https://x.com/EdSander/status/1814789237402972313) 2024-07-20T22:27Z [----] followers, [--] engagements "They could have started a progressive rock band. Instead they decided to create a China study tour about China's breakneck modernization. But they might still print tour shirts . Kuo & Sander Sinica x Tech Buzz China tour October [--] - Beijing October [--] - Shanghai October [--] - Hangzhou https://chinatechtrip.com/china-study-tour-chinas-breakneck-modernization-causes-and-consequences/ https://chinatechtrip.com/china-study-tour-chinas-breakneck-modernization-causes-and-consequences/" [X Link](https://x.com/anyuser/status/1817569794733842692) 2024-07-28T14:36Z [----] followers, [----] engagements "@marcoderksen Drie uur over Taoisme. Dat is zelfs voor mij teveel van het goede. 🤣" [X Link](https://x.com/EdSander/status/1817936232816755143) 2024-07-29T14:52Z [----] followers, [--] engagements "@EwoutWolff Tips: 1) lekker even lunchen in de eetkamer/keuken 2) 9-5 loslaten en een (bos)wandeling maken halverwege de dag 3) koop zo'n ding om ook sommig werk staand te doen en wissel af met zitten aan je bureau" [X Link](https://x.com/EdSander/status/1819237648814276999) 2024-08-02T05:03Z [----] followers, [--] engagements "@Blogaap @destandaard Naast straatprotesten die inderdaad niet zeldzaam zijn (integendeel) zijn protesten bij Pinduoduo en Temu ook niet zo zeldzaam. Is dit jaar al een paar keer gebeurd. Onderstaande foto is b.v. van begin dit jaar. Met vooral dat iedereen elkaar weer aan het papegaaien is" [X Link](https://x.com/EdSander/status/1819738254100341089) 2024-08-03T14:13Z [----] followers, [--] engagements "@david__moser On our last tour in April we had to inform our group of visitors we couldn't go to the Forbidden City since our agent wasn't able to get tickets. It was really disappointing for some of them that had looked forward to it so much" [X Link](https://x.com/EdSander/status/1820505525504663827) 2024-08-05T17:01Z [----] followers, [----] engagements "@liqian_ren 🤣 Datong has a replica if tge palace of Prince Dai which also looks a lot like the forbidden city and a replica of the city wall that's like Xi'an's city wall. I see a market for shanzhai vacations. 😉" [X Link](https://x.com/EdSander/status/1820696474608611365) 2024-08-06T05:40Z [----] followers, [--] engagements "Alibaba's Hema (Freshippo) profitable for [--] months won't be sold (or 'how Hema's new CEO reversed a cluster****') Those who have been following me know my interest in the ups and downs of Alibaba's Hema supermarkets. As I described this year in two reports for Tech Buzz China Hema's road has been one of accelerating breaking and swerving through more than [--] different store formats. Rumours have been circulating since the end of [----] that Alibaba would sell the supermarket chain and Hema's founder Hou Yi resigned four months ago. Yan Xiaolei Hema's new CEO and former CFO has told the" [X Link](https://x.com/EdSander/status/1821127572245344353) 2024-08-07T10:13Z [----] followers, [---] engagements "Becoming the richest by selling the cheapest. Pinduoduos founder Colin Huang surpassed Zhong Shanshan to become China's richest person with a net worth of USD48.6 bln according to the Bloomberg Billionaires Index. Tencent's CEO Ma Huateng ByteDance's ex-CEO Zhang Yiming and Alibaba's founder Jack Ma ranked 3rd to 5th. https://t.co/ksuvxlSCXU Pinduoduos founder Colin Huang surpassed Zhong Shanshan to become China's richest person with a net worth of USD48.6 bln according to the Bloomberg Billionaires Index. Tencent's CEO Ma Huateng ByteDance's ex-CEO Zhang Yiming and Alibaba's founder Jack Ma" [X Link](https://x.com/EdSander/status/1821817197255168363) 2024-08-09T07:54Z [----] followers, [---] engagements "@Desiree55443805 @ADnl Fake news . https://www.snopes.com/fact-check/video-workers-temu-warehouse/ https://www.snopes.com/fact-check/video-workers-temu-warehouse/" [X Link](https://x.com/EdSander/status/1821830404145287386) 2024-08-09T08:46Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@EdSander Ed Sander | Tech Buzz China | ChinaTechTrip
Ed Sander | Tech Buzz China | ChinaTechTrip posts on X about china, temu, alibaba, meituan the most. They currently have [---------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-----] -71%
- [--] Month [-----] -40%
- [--] Months [------] +52%
- [--] Year [-------] +31%
Mentions: [--] #
- [--] Week [--] +514%
- [--] Month [--] +152%
- [--] Months [---] +59%
- [--] Year [---] +0.53%
Followers: [---------] #
- [--] Week [-----] +0.24%
- [--] Month [-----] +0.70%
- [--] Months [-----] +6.20%
- [--] Year [-----] +12%
CreatorRank: [---------] #
Social Influence
Social category influence countries technology brands social networks finance travel destinations stocks currencies vc firms fashion brands agencies
Social topic influence china, temu, alibaba #446, meituan #26, pinduoduo, wechat, douyin, has been, in the, tiktok
Top accounts mentioned or mentioned by @techbuzzchina @ruima @nataninvesting @kaiserkuo @manyapan @blogaap @fuchsiadunlop @mbrennanchina @pandawatch88 @ambxiefeng @techtechchina @davidmoser @ritacyliao @ajbutton2 @sosacapital @oxfordtmcd @wechatapp @tidefallcapital @toddembley @techbuzzchinas
Top assets mentioned BuzzCoin (BUZZ) Alibaba Group (BABA) Alphabet Inc Class A (GOOGL) April (APRIL)
Top Social Posts
Top posts by engagements in the last [--] hours
"New Wechat e-commerce tools signal Tencent's ambitions TechNode So e-Com and CRM through WeChat is finally taking off http://ow.ly/Kacn30rmJ1F http://ow.ly/Kacn30rmJ1F"
X Link 2020-12-02T10:20Z [----] followers, [--] engagements
"Alibaba Sales Miss in Sign Spending Has Yet to Pay Off - Bloomberg https://www.bloomberg.com/news/articles/2021-08-03/alibaba-sales-miss-in-sign-spending-has-yet-to-pay-off https://www.bloomberg.com/news/articles/2021-08-03/alibaba-sales-miss-in-sign-spending-has-yet-to-pay-off"
X Link 2021-08-03T14:02Z [----] followers, [--] engagements
"The Sisyphean tasks of Pinduoduos gamification In a series of articles I explain how Pinduoduo gets such high daily retention figures. Beware there will be stress and suffering Today: Part 1: Shake Money https://www.chinatalk.nl/the-sisyphean-tasks-of-pinduoduos-gamification-part-1-shake-money/ https://www.chinatalk.nl/the-sisyphean-tasks-of-pinduoduos-gamification-part-1-shake-money/"
X Link 2021-11-17T18:26Z [----] followers, [--] engagements
"@NeelimaMahajan Hi Neelima it's taken a bit longer than planned but I recently found time to start that series of articles on Pinduoduo gamification. You can find the first part here: https://www.chinatalk.nl/the-sisyphean-tasks-of-pinduoduos-gamification-part-1-shake-money/ https://www.chinatalk.nl/the-sisyphean-tasks-of-pinduoduos-gamification-part-1-shake-money/"
X Link 2021-11-17T18:31Z [----] followers, [--] engagements
"This article seems to blame Alibaba's struggles on Beijing's tech rectification. No word on how Zhang's Tmall-heavy strategy drove a lot of merchants and consumers to the competition. Alibabas Ex-CEO Zhang Quits as Mas Lieutenants Take the Helm https://www.bloomberg.com/news/articles/2023-09-10/alibaba-s-ex-ceo-zhang-quits-as-new-leadership-takes-helmutm_source=pocket_saves https://www.bloomberg.com/news/articles/2023-09-10/alibaba-s-ex-ceo-zhang-quits-as-new-leadership-takes-helmutm_source=pocket_saves"
X Link 2023-09-10T20:10Z [----] followers, [---] engagements
"While I'm surprised Zhang completely leaves behind leadership roles instead of continuing to head Alibaba Cloud which he already started doing in December I'm also not that much surprised with Jack Ma telling the leaders they should 'get back to Taobao'"
X Link 2023-09-10T20:10Z [----] followers, [---] engagements
"It's a painful couple of days for Alibaba. Former Alibaba Group CEO Daniel Zhang who was supposed to continue his role as CEO of Alibaba Cloud (which he had taken after a serious server breakdown at the end of 2022) stepped down. No official reason has been given"
X Link 2023-09-11T09:26Z [----] followers, [---] engagements
"What people will do to meet their KPIs . A bit from a LatePost article on Alibaba Cloud"
X Link 2023-09-11T17:47Z [----] followers, [---] engagements
"@ritacyliao @panzer @mbrennanchina Excellent book I had the pleasure to proofread. Whatever became of Matt"
X Link 2024-02-19T12:22Z [----] followers, [--] engagements
"That's indeed one of the problematic side-effects of the current cultural exchange on XHS. When Chinese are being asked to show their country they post brightly lit skylines of Shanghai Hangzhou Shenzhen etc. I haven't seen anybody sharing footage of a 6th-tier city or a poor village. Today I saw a Chinese guy claiming there are no homeless in China. I wonder who those people sleeping on the street were that I was handing our blankets to in the Xi'an winter. It's always good to realise there are two sides of China. That's why I always use this slide in my lectures. The TikTok Refugees now"
X Link 2025-01-17T15:23Z [----] followers, [----] engagements
"@kiefer_nandez @ChorzempaMartin I love watching Kuaishou vids. I can't stand most of the content on Douyin. However the number of people speaking English on Kuaishou is much smaller. I don't think the Americans would have the same warm reception there"
X Link 2025-01-18T09:02Z [----] followers, [---] engagements
"DOUYIN'S [----] E-COMMERCE RESULTS While TikTok Shop is still working hard to replicate the success of live commerce in Western markets (see our latest@TechBuzzChina report) it's worth keeping an eye on Bytedance's performance in its home market. 36Kr recently published some [----] results of e-commerce inside Douyin TikTok's Chinese sibling. First Douyin's e-commerce grew by 30% to RMB [---] trillion (almost half a trillion USD). Bytedance has set a target of RMB [---] trillion for [----] wanting to become the third-biggest player in the Chinese market (after only launching in-app e-commerce in 2018)."
X Link 2025-02-16T17:37Z [----] followers, [---] engagements
"Live Commerce Reality Check Bytedance was sure about it. Live commerce in TikTok would be a smashing success outside China just like it had been in Douyin in China. But while it was reasonably successful in some Southeast Asian countries live commerce failed to take off when it launched in the UK a few years ago. It's quite remarkable that TikTok Shop thought it would be much different in the US. After five quarters the share of GMV of live commerce in the US is still stuck at 10% while it is between 60% and 70% in China. In the US most sales are still generated through short video adverts"
X Link 2025-02-17T08:41Z [----] followers, [---] engagements
"WHERE ARE SALES IN TIKTOK SHOP GENERATED TikTok Shop has been active in the US since September [----] and has worked hard to replicate the success of e-commerce in its Chinese sibling Douyin. However the channel that generates sales is very different in the US. In China more than 60% of sales are generated in livestreams. In the US despite TikTok pushing this channel hard it's only 10%. And total GMV across all channels $9 billion in [----] still pales compared to Douyin's $480 billion. Similar to how Western consumers are used to 'consuming' advertising short videos take the largest share of GMV"
X Link 2025-02-21T16:00Z [----] followers, [---] engagements
"ALIBABA REALISES AGAIN WHO ITS PRIMARY CUSTOMERS ARE In May [----] Jack Ma told Alibaba management to 'return to the customer'. Since then there has been a discussion about who 'the customer' is. I have always believed that the (primary) 'customer' is the one who pays you. For Alibaba that would be the merchant (advertising service fees commissions). However in the price wars with Pinduoduo and Douyin of recent years Alibaba has been overemphasising consumer needs thereby squeezing merchants' profits through pressure to lower prices mandatory freight insurance and 'refund without return'"
X Link 2025-02-25T10:20Z [----] followers, [---] engagements
"FROM ONLINE BACK TO OFFLINE WHEN LIVE COMMERCE REACHES INVOLUTION The next phase of Chinese e-commerce Latepost recently reported about a new trend in China: merchants saying goodbye to livestreaming and moving to offline retail. Platforms like Douyin (the Chinese version of TikTok) have the traffic and 'eyeballs' of consumers; merchants must bid for this traffic which has become increasingly expensive. China has not seen major new platforms in recent years and too many merchants are trying their luck online while demand does not grow. Profits disappear and involution (nei juan) sets in. Only"
X Link 2025-02-25T21:00Z [----] followers, [---] engagements
"ALIBABA AND JD MOVE FURTHER INTO INSTANT RETAIL In the past months we have seen a battle emerge in the food delivery sector. As I have previously explained this battle is as much about the future of instant retail (quick commerce delivery within an hour) as it is about meal delivery. Platforms need a high density of merchants couriers and consumers to make instant retail work. One of the reasons Meituan has been so successful in instant retail is that it has a large army of couriers that can be used not only for meal delivery but also for groceries and non-food products. And since they have"
X Link 2025-09-09T10:36Z [----] followers, [---] engagements
"A few months ago rumour had it that Pinduoduos grocery delivery platform Duoduo Maicai was building warehouses in Shanghai and was expected to launch an instant retail business in August. It would select unbranded products from Duoduo Maicai and the Pinduoduo app to ensure low prices and cooperate with third-party couriers. Pinduoduo seemed worried that after winning the CGB market it could be hurt by the rise of Meituans Instashopping (Meituan Shangou) and Xiaoxiang divisions. With all the attention on the battle between JD Taobao/Eleme and Meituan last summer this news has largely remained"
X Link 2025-10-10T01:43Z [----] followers, [----] engagements
"Or . 'Alibaba copies Meituan's lightning warehouse business model for instant retail'. https://technode.com/2025/10/31/taobao-instant-commerce-to-launch-taobao-convenience-store-chain/ https://technode.com/2025/10/31/taobao-instant-commerce-to-launch-taobao-convenience-store-chain/"
X Link 2025-11-03T04:12Z [----] followers, [---] engagements
"THE REPORT CARD IS IN . Last month K5 - Future Retail and ChinaTechTrip took [--] senior e-commerce managers on a 7-day study tour to China. I gave them masterclasses on the rise of China ecosystems e-commerce instant retail live commerce C2M/Pinduoduo and cross-border e-commerce. We visited three cities (Beijing Hangzhou and Shanghai) and were hosted by JD Alibaba and live commerce agency Yowant. We also experienced formats of instant retail and 'slices of Chinese life' in shopping malls markets restaurants and parks. As we do after each tour we conducted an evaluation survey among the"
X Link 2025-11-05T18:58Z [----] followers, [---] engagements
"JD Com Drops After Third-Quarter Profit More Than Halves on Big Investments in New Businesses https://www.yicaiglobal.com/news/jdcom-drops-after-third-quarter-profit-more-than-halves-on-big-investments-in-new-businesses https://www.yicaiglobal.com/news/jdcom-drops-after-third-quarter-profit-more-than-halves-on-big-investments-in-new-businesses"
X Link 2025-11-14T07:15Z [----] followers, [---] engagements
"While cancellation of de minimis in itself is a good idea it won't make much of a difference. Temu has been preparing for this for more than a year and aims to ship 80% of goods from local warehouses. See our report: https://open.substack.com/pub/techbuzzchina/p/temu-watch-9-temu-rebounds European finance ministers agreed on Thursday to bring forward to next year customs duties on low-value parcels arriving in the bloc to crack down on cheap Chinese e-commerce imports in a move set to hit Chinese online retailers Shein and Temu. https://t.co/zaJcIZsnj9"
X Link 2025-11-14T07:28Z [----] followers, [---] engagements
"NO IMPORT TAXES WON'T STOP TEMU So everybody is getting excited about the EU planning to cancel the [---] euro import tax exemption on small packages earlier (2026) than planned (2028). The idea is that the extra taxes will stop the likes of Temu and AliExpress 'dumping' goods in the EU market. It won't . First of all Temu has been working hard for [--] years to move the delivery of their goods to local warehouses. It aims to ship 80% of its goods from European warehouses by the end of the year. And the 20% that will still be shipped from China by aeroplane will probably still have a price"
X Link 2025-11-14T08:21Z [----] followers, [---] engagements
"WHAT WILL THE CANCELLATION OF EU IMPORT TAX EXEMPTION DO TO TEMU'S PRICING I see a lot of cheering here on LinkedIn after the news that the EU will cancel the de minimis tax exemption of [---] in [----] instead of [----]. While the cancellation of de minimis is a good decision that I fully support it is essential to temper the enthusiasm a bit with some hard facts. After the US cancelled its $800 de minimis we conducted research atTech Buzz China including its impact on Temu's price levels. In the chart below you can see the price levels for the fully managed model (DTC packages sent by aeroplane"
X Link 2025-11-14T19:28Z [----] followers, [---] engagements
"PINDUODUO'S INSTANT RETAIL PLANS In October I published a Tech Buzz China report examining Pinduoduo's first steps into the highly competitive instant retail market in China. A few months ago rumour had it that Pinduoduos grocery delivery platform Duoduo Maicai was building warehouses in Shanghai and was expected to launch an instant retail business in August. It would select unbranded products from Duoduo Maicai and the Pinduoduo app to ensure low prices and cooperate with third-party couriers. Pinduoduo seemed worried that after winning the CGB market it could be hurt by the rise of"
X Link 2025-11-16T08:32Z [----] followers, [----] engagements
""In September Alibaba released a major update to its navigation platform Amap adding a new artificial intelligence-powered feature allowing users to leave a ranking for local businesses just like on Dianping." This is incorrect. Amap's ranking is not added by users but by algorithms that calculate a score based on measurements like foot traffic returning visitors distance travelled to the restaurant etc"
X Link 2025-11-17T15:56Z [----] followers, [--] engagements
"Visual Report: JD . Coms JD Mall Strategy Since [----] JD has been opening [--] JD Malls enormous multi-floor shopping malls based around the principles of brand shop-in-shop and experience selling. Seven more are being prepared for opening. This report describes the operational strategy customer experience model and business drivers of JDs JD Mall stores based on research and in-depth facility tours of the Qujiang location in Xian and the Shuangjing location in Beijing as well as two visits to other JD Mall stores. The first section of this report available for free describes the malls'"
X Link 2025-11-21T08:07Z [----] followers, [---] engagements
"HEMA FOUNDER HOU YI MOVES PET BUSINESS ONLINE Recently I shared how the pet store chain Pet & Fresh of Alibaba's Hema (Freshippo) founder Hou Yi was shutting down within a year after opening its first store (see Some news has come out about his next steps. Hou Yi who 'wentpoco' (pursuing other career opportunities) in March [----] is moving the pet business online with a new brand: Chng tintin ( which translates as 'Pet Everyday'). The company was established in October and the brand has opened a Xiohongshu (Rednote) account. At the time of writing it had [--] posts and [---] followers. Pet Everyday"
X Link 2025-11-23T08:32Z [----] followers, [----] engagements
"THE IMPACT OF QUICK COMMERCE ON ALIBABA'S Q3 RESULTS Alibaba just released its Q3 results and the impact of the enormous investments in instant retail/quick commerce is clear. Alibaba Group results: Revenue +5% YoY Net income -53% YoY Adjusted EBITA -78% YoY Net Cash Position - RMB [--] billion YoY The group's sales & marketing expenses went from 13.5% of revenue in Q3 [----] to 26.6% in Q2 [----]. The YoY difference was RMB [--] billion. The domestic commerce division went from RMB [----] billion EBITA in Q3 [----] to RMB [----] billion in Q3 [----] a decrease of 76% YoY. Quick commerce revenue increased"
X Link 2025-11-25T11:46Z [----] followers, [----] engagements
"@nataninvesting We clearly focus on different parts of the report. 😉"
X Link 2025-11-25T12:05Z [----] followers, [---] engagements
"Lots of talk lately about what the EU cancellation of de minimis would do to Temu and Shein in [----]. I've written extensively about Temu's response and am working on a new report for @TechBuzzChina. Meanwhile I'd like to share a bit from an expert interview about the impact on Shein of the cancellation of the US de minimis: "(.) the cancellation of the T86 parcel policy had a greater impact on Shein causing its sales to drop by more than 30% at its worst point. To cope with declining sales both Shein and Temu raised their product prices. Specifically Shein raised its prices by approximately"
X Link 2025-11-25T19:57Z [----] followers, [----] engagements
"Another bit from an expert interview about the impact (or lack thereof) of the cancellation of de minimis: Lots of talk lately about what the EU cancellation of de minimis would do to Temu and Shein in [----]. I've written extensively about Temu's response and am working on a new report for @TechBuzzChina. Meanwhile I'd like to share a bit from an expert interview about the impact on Lots of talk lately about what the EU cancellation of de minimis would do to Temu and Shein in [----]. I've written extensively about Temu's response and am working on a new report for @TechBuzzChina. Meanwhile I'd"
X Link 2025-11-26T10:26Z [----] followers, [---] engagements
"INSTANT RETAIL WAR CAUSES CARNAGE IN MEITUANS QUARTERLY RESULTS After JD and Alibaba the third party in the instant retail/food delivery battle has released its Q3 results. As those who have followed the trend in China will know Alibaba and Meituan went head to head in July and August handing out tens of billions of yuan in consumer subsidies to win over or retain food delivery customers. I shared the impact on JD here: Non-GAAP income from operations went from RMB [--] billion to RMB [---] million YoY. And heres how it affected Alibaba: YoY increase in marketing expenses was RMB [--] billion."
X Link 2025-11-28T10:24Z [----] followers, [----] engagements
"TEMU ISN'T GOING AWAY I have been writing [--] reports on Temu for Tech Buzz China. There is so much to learn about the company and it is changing so fast and agile that I actually had to create a 'Temu Watch' series that is now a quarterly update. In April in 'Temu Watch #7: Will tariffs kill Temu' I reported how the import tariffs in the US would have little impact on Temu. In June I shared in 'Temu Watch #8: How Temu responded to US tariffs' how Temu only suffered a temporary setback when the US cancelled their de minimis. And not specifically because of that cancellation but because of the"
X Link 2025-12-03T07:52Z [----] followers, [----] engagements
"SO MEDIA MARKT WILL BE OWNED BY A CHINESE E-COMMERCE GIANT Now that pending approval from some European authorities it's becoming clear that Chinese e-commerce giant JD will become the new owner of Ceconomy and thereby the Media Markt and Saturn stores it might be a good idea to learn a bit more about this company. A lot has been written about JD's online activities but less so about its offline initiatives. In [----] and [----] I visited several JD Mall stores which have become a crucial element of JD's offline strategy. I captured my insights and lots of pictures from [--] different stores in last"
X Link 2025-12-04T11:03Z [----] followers, [---] engagements
"TEMU COMING SOON FROM A WAREHOUSE NEAR YOU As I'm preparing next week's Temu Watch #10 report for @TechBuzzChina I'd like to share another sneak preview that is highly necessary amid all the talk about abolishing EU import tax exemptions and adding [--] euros to every product as in the Netherlands France Belgium and Luxembourg. In itself the abolition of the 150-euro tax exemption is a good decision as it will level the playing field for other wholesalers and retailers who have to pay these taxes when importing in bulk. However the idea that it will stop Temu is wishful thinking. Temu has been"
X Link 2025-12-05T07:36Z [----] followers, [---] engagements
"P.S. Just read this in a 36Kr article on Pinduoduo: "Temu is now prioritizing compliance and focusing on long-term localized business in more countries. In August of this year Temu asked some employees to move from its Shenzhen headquarters which houses its cross-border business back to Pinduoduo's headquarters in Shanghai signaling the end of its phase of rapid overseas expansion." "During the same period Temu began sending nearly a thousand employees to overseas markets in the third quarter. Most of these employees will go to core markets in Europe and the United States to promote logistics"
X Link 2025-12-05T11:47Z [----] followers, [---] engagements
"IT'S OFFICIAL: ELEME REBRANDS TO TAOBAO INSTANT COMMERCE Last month I shared how Eleme's blue outfits were starting to be replaced by new 'Formula 1'-style orange Taobao outfits. Well it's official now. Last summer Alibaba cemented Taobao Instant Commerce as the place for quick commerce and food delivery ordering (and burned over RMB [--] billion in consumer discounts in the process). It's clear that Alibaba is serious about instant retail (quick commerce). It's ditching the branding of the food delivery service that it acquired in [----]. Eleme has never had much priority in the Alibaba Group"
X Link 2025-12-06T09:00Z [----] followers, [----] engagements
"BEFORE THE EU CANCELS THE IMPORT TAX EXEMPTION TEMU ALREADY CHANGED There's a lot of talk about the EU cancelling its [---] tax exemption to curb the endless stream of packages from Shein Temu AliExpress etc. These companies pay VAT but no import tax and customs cannot inspect every package resulting in some questionable goods entering the EU (but let's be honest also a lot of fine products at low prices). Eliminating the 'de minimis' makes sense as it creates a more level playing field. After all wholesalers and retailers that import in bulk pay import taxes and are subject to cargo"
X Link 2025-12-10T08:26Z [----] followers, [---] engagements
"FREE REPORT - TEMU WATCH 10: LOGISTICS IN TIMES OF TARIFFS I've been researching Temu since its launch in September [----] and its parent company Pinduoduo since [----]. While I'm not a particular fan of these platforms (which some people think) they are fascinating in what they have accomplished. I especially find their agility and ability to deal with new challenges remarkable. Meanwhile among the general retail public I sense a lack of knowledge and consequently a lack of clear understanding of Temu. Especially the idea that cancelling the tax exemptions on small packages from China will solve"
X Link 2025-12-12T07:13Z [----] followers, [---] engagements
"TEMU WATCH 11: PROFITABILITY ARRIVES How Temu adjusts its advertising and pricing strategies to reach profitability. This is the final report I will publish on Temu this year. 😉 After the deep dive into Temu's logistical changes around the world in this second part of this month's update I examine: How Temu adjusted its advertising strategy. How Temu added new income streams to its semi-managed model. A breakdown of the profit and loss structure of the fully managed and semi-managed models. Developments in profitability for merchants selling on Temu. Comparisons of the competitive advantages"
X Link 2025-12-18T10:38Z [----] followers, [---] engagements
"MEITUAN DROPS COMMUNITY GROUP BUYING AND B2C E-COMMERCE PLATFORMS Earlier this year I shared how Meituan was pulling its Meituan Youxuan community group-buying (CGB) platform initially launched in [----] out of all but two provinces. Youxuan had continued to be a loss-making initiative and Meituan had been unable to beat Pinduoduos Duoduo Maicai. ITS THE END OF COMMUNITY GROUP BUYING (AS WE KNOW IT) Previously I noted that community group buying seemed to be a dying business model. Even Pinduoduo seemed to be shifting to instant retail; one-hour delivery instead of CGBs next-day delivery."
X Link 2025-12-18T13:05Z [----] followers, [---] engagements
""ByteDance will also continue to own the IP rights to TikTok's algorithm licensing it to the JV and collecting licensing fees. Commercially reasonable revenue-sharing arrangements will be made between the two entities to support the JVs operational costs. In addition other TikTok entities in the US that ByteDance owns will manage global product interoperability and certain commercial activities including e-commerce advertising and marketing which are the platform's primary revenue source." ByteDance to Have Largest Single Stake in New TikTok US Security JV and Keep Algorithm IP"
X Link 2025-12-20T13:38Z [----] followers, [---] engagements
"ALMOST EVERYBODY MISUNDERSTANDS TEMU I see a lot of people writing their opinions about Temu that show a lack of understanding of the company's business model. Countries are rushing to cancel their tax exemptions but while it is a good decision in itself as I have said many times before it will slow down but not stop Temu. Temu started with a fully managed model meaning that merchants shipped their goods to Temu's warehouses in China from where fulfilment would take place through small packages shipped directly to consumers around the world. In [----] we analysed at Tech Buzz China that this"
X Link 2025-12-21T09:19Z [----] followers, [----] engagements
"@pandawatch88 As explained in the report the price difference between Amazon and Temu has been going down to 15% anyway"
X Link 2025-12-21T11:35Z [----] followers, [---] engagements
"@AJButton2 I think a few months ago it was also reported that the sale would exclude ownership of the algorithm. It's also doubtful that the Chinese government would have agreed to Bytedance selling the algorithm"
X Link 2025-12-21T11:37Z [----] followers, [--] engagements
"@EpilUncensored @ruima Yes like with Huawei people won't know how to properly pronounce it so you will get things like this "
X Link 2025-12-30T07:03Z [----] followers, [---] engagements
"ALIBABAS HEMA SUPERMARKET ON THE WAY TO BECOME CHINAS #1 Alibabas Hema Supermarket (Freshippo) shared some new data in the new year's message from CEO Yan Xiaolei. Overall revenue growth exceeded 40% year-on-year. This would imply the expected GMV would exceed RMB [---] billion since it was RMB [--] billion in [----]. It served over [---] million consumers through dual business models Hema Fresh and Chaohesuan NB (formerly Hema NB/Hema Outlet) Hema has approximately [---] stores nationwide including about [---] Hema Fresh stores (an up-market format) and about [---] Chaohesuan/Hema NB stores (a"
X Link 2026-01-01T19:18Z [----] followers, [----] engagements
"HOW ALIBABAS HEMA SUPERMARKETS COPIED SAMS CLUB (AGAIN) Recently I reported that Alibabas Hema Supermarket is experiencing 40% growth this year. There are multiple reasons for this success. After the founder Hou Yi resigned Alibaba discontinued many unsuccessful formats and refocused on the high-end supermarket (Hema Xiansheng) and the community discount supermarket (Chaohesuan NB formerly Hema NB). But there is more: Hema adjusted its business model. Hema always ran stores that integrated home delivery. This store + warehouse model is characterised by order-picking staff and a transport"
X Link 2026-01-03T12:02Z [----] followers, [----] engagements
"HOW A CHINESE MAPPING APP BRINGS TRUST AND SEES USER NUMBERS EXPLODE Three months ago I wrote about the new ranking system that Alibabas Amap (Gaode) implemented. Remarkably the ranking system prioritised actual user movement data over user reviews which are widely considered unreliable in China. (Read my previous post here: Since the launch of this Street Sweeping Ranking system it has done very well: [--] million users on the first day During the National Day holiday the ranking system reached [---] million users and [--] days after the launch it had [---] million users. Three months after the"
X Link 2026-01-10T18:59Z [----] followers, [----] engagements
"@jim_jackso9113 @nataninvesting Any idea what caused the sudden PDD drop The only real news I have seen today was this: https://pandaily.com/pinduoduo-tests-billions-supermarket-leveraging-low-prices-to-expand-into-grocery-retail https://pandaily.com/pinduoduo-tests-billions-supermarket-leveraging-low-prices-to-expand-into-grocery-retail"
X Link 2026-01-13T18:36Z [----] followers, [--] engagements
"@ExpWithEVs @etechvolution @ruima @TechBuzzChina You need to discuss this with @ruima as she and Freya do EV tours. I only do retail and e-commerce tours"
X Link 2026-01-15T05:47Z [----] followers, [--] engagements
"The [----] edition of the IPC Cross-Border E-Commerce Shopper Survey was released this week. Biggest eye-catcher: Temu now holds 24% of the e-commerce market. The survey was conducted in September [----] with [-----] participants from [--] countries. https://www.ipc.be/news-portal/e-commerce/2026/01/13/08/38/ipc-cross-border-e-commerce-shopper-survey https://www.ipc.be/news-portal/e-commerce/2026/01/13/08/38/ipc-cross-border-e-commerce-shopper-survey"
X Link 2026-01-15T14:21Z [----] followers, [---] engagements
"WECHAT'S SOCIAL GIFTING FUNCTION Here's one of the topics I wrote about last year summarised in a Notebook video. I've personally used this function extensively to send tokens of appreciation to those who help us put together our ChinaTechTrip tours but can't meet in person. Interested in more details You can find the full report on our @TechBuzzChina 's Substack. https://twitter.com/i/web/status/2014999774089609290 https://twitter.com/i/web/status/2014999774089609290"
X Link 2026-01-24T09:52Z [----] followers, [---] engagements
"MEITUAN OPENS LITTLE ELEPHANT SUPERMARKET (AGAIN) Meituan operates Xiaoxiang (Little Elephant) front-end warehouses in over [--] Chinese cities. Last Friday it opened its first offline [----] m2 Xiaoxiang Supermarket (XXS) in northern Beijing. As is normal in China when a highly anticipated store opens there were large crowds on the first day(s). Communities within a 5-km radius were approached with typical offline promotions and many retirees gathered to collect their free/discounted eggs on opening day. Meituan had also promoted the store through [--] group-buying deals in the Meituan and"
X Link 2025-12-20T13:29Z [----] followers, [----] engagements
"KEETA MEITUANS OVERSEAS EXPANSION - PART 1: THE ROAD TO RIYADH How Meituan became #1 in Hong Kong and #2 in Saudi Arabia in one year. As all eyes were on the domestic food delivery market in [----] and Meituan had to contend with JD's market entry and Alibabas integration of and Taobao we might forget its battles elsewhere in the world. In Hong Kong the Middle East and Brazil Meituan has been rolling out its international version of meal delivery and even grocery delivery. In the first quarter of [----] @TechBuzzChina will publish several Meituan-related reports on its international expansion and"
X Link 2026-01-02T08:39Z [----] followers, [---] engagements
"CHINA'S INTERNET COMPANIES PUSH FURTHER INTO THE SUPERMARKET SECTOR In the past year I have been sharing information on how China's internet companies are taking over the supermarket sector where many traditional players are struggling. Alibaba's Hema has seen strong growth and is likely now the #2 supermarket chain after Walmart. Meituan and JD are continuing to open both upscale supermarkets and community discount stores. These are the figures of planned store openings for [----] and expected total stores by the end of the year as shared by Lianshang: Walmart +13 new Sam's Club stores. 2026"
X Link 2026-01-26T19:26Z [----] followers, [----] engagements
"TEMU AND HOW MISUNDERSTANDINGS SPREAD I just came across the chart below in a Chinese newsletter specialised in cross-border e-commerce news (Paidai). The article that reproduced it reported that Temu now has a 24% global market share. This is a serious misinterpretation and the result of a lack of clear communication in the concerned source: a press release and report by the International Post Corporation (IPC). And it's not just Paidai; I have seen others draw the wrong conclusion as well. I've even had people message me saying 'Temu is now market leader' Well not quite . So it's important"
X Link 2026-02-01T07:46Z [----] followers, [----] engagements
"Most of consumer goods come from China anyway. To deliver as quickly as Joybuy wants the goods are already in local warehouses and have therefore already paid import tax. This is a different business model than Temu (which by the way now also ships the majority of goods from local warehouses). https://twitter.com/i/web/status/2020433262154334594 https://twitter.com/i/web/status/2020433262154334594"
X Link 2026-02-08T09:43Z [----] followers, [---] engagements
"TEMU'S PHASE 3: BUILDING A NEW PINDUODUO What does this actually mean In [----] retailers and brands were taken by surprise when Temu attacked their domestic markets. In [----] retailers and brands hoped that Temu would go away after import tax exemptions were abolished. But developments in the US after the cancellation of the de minimis shows that Temu has adjusted and survived despite continued high tariffs by moving into local logistics. In [----] Temu will roll out phase [--] in its development and become 'a new Pinduoduo'. If you aren't familiar with Pinduoduo and how it became #2 in its domestic"
X Link 2026-01-12T10:54Z [----] followers, [----] engagements
"CHINAS INTERNET COMPANIES GET COOKING (PART 1) MEITUAN & PUPU As I wind down my contribution to Tech Buzz China this quarter I have a few more reports in the pipeline that I will share. Last year all eyes were fixed on the meal delivery war between JD Alibaba and Meituan. But while the biggest battle raged on the demand side with over RMB [---] billion in consumer discounts collectively handed out things were also stirring on the supply side. In [----] Meituan formally launched Raccoon Canteen a food court meets dark kitchen format where merchants can prepare dishes and have them delivered by"
X Link 2026-02-05T08:03Z [----] followers, [---] engagements
"MEITUAN WILL ACQUIRE DINGDONG MAICAI News just broke that Meituan is acquiring instant retail company Dingdong Maicai. A few weeks ago there were rumours that JD was planning to buy Dingdong but the two parties did not reach an agreement quickly enough so Meituan stepped in to make a defensive acquisition. It's an interesting development and not illogical as Dingdong was one of the few independent players in the front-end warehouse grocery delivery business (the other being Pupu Supermarket). Other major players include Meituan (Xiaoxiang) Alibaba (Hema/Taobao Instant Commerce) and JD"
X Link 2026-02-05T12:25Z [----] followers, [----] engagements
"Instant retail market consolidation: Meituan acquires Dingdong This article combines insights from various Chinese media (see sources) as well as those of the author. https://chinadigitalretailreport.substack.com/p/media-instant-retail-market-consolidation https://chinadigitalretailreport.substack.com/p/media-instant-retail-market-consolidation"
X Link 2026-02-06T14:14Z [----] followers, [---] engagements
"WOULD YOU LIKE TO WATCH YOUR TAKEOUT BEING PREPARED BY A MACHINE Yesterday I published my penultimate report for Tech Buzz China an in-depth look at the 7Fresh Kitchens that JD has been launching since mid-2025. A few months after launching its food delivery service JD decided to change strategy (after Alibaba began investing heavily) and move up the food delivery supply chain. It opened its own kitchens which are partially operated by cooking machines robots if you like. All kitchens also livestream their operations which has become somewhat standard as there is widespread distrust of food"
X Link 2026-02-13T06:59Z [----] followers, [---] engagements
"@rohanpaul_ai After just giving the food delivery companies a serious sit down about subsudising and burning money in the food delivery involution I doubt if the Chinese government will be amused"
X Link 2026-02-13T07:44Z [----] followers, [----] engagements
"Alibabas Jack Ma Chinas Richest Man to Retire From Company He Co-Founded "But its efforts to muscle into the United States largely have not been successful." Uhm what would those be besides the attempt to buy Moneygram which wasn't done by Alibaba https://www.nytimes.com/2018/09/07/technology/alibaba-jack-ma-retiring.html https://www.nytimes.com/2018/09/07/technology/alibaba-jack-ma-retiring.html"
X Link 2018-09-08T18:27Z [----] followers, [--] engagements
"The End of the Beginning Great presentation by Andreessen Horowitz Benedict Evans including identifying some areas where China is now ahead of the USA. http://ow.ly/Xifi30nJcxn http://ow.ly/Xifi30nJcxn"
X Link 2019-02-17T09:45Z [----] followers, [--] engagements
"This is the first smartphone from TikTok maker ByteDance So a phone that let's you open Tik Tok easier (since an icon on the home screen is simply too much work) and has a bunch of Tik Tok effects and filters . http://ow.ly/5RFo30pOLzG http://ow.ly/5RFo30pOLzG"
X Link 2019-11-01T14:05Z [----] followers, [--] engagements
"Alibaba Xiaomi and Oppo donate face masks and equipment to other countries http://ow.ly/RPLA30qqbov http://ow.ly/RPLA30qqbov"
X Link 2020-03-16T12:28Z [----] followers, [--] engagements
"Pinduoduo invests $200 million in retail giant GOME https://technode.com/2020/04/20/pinduoduo-invests-200-million-in-retail-giant-gome/ https://technode.com/2020/04/20/pinduoduo-invests-200-million-in-retail-giant-gome/"
X Link 2020-04-20T06:34Z [----] followers, [--] engagements
"Last year I often used the slide below to show how dynamic the Chinese e-commerce space is. It shows how short-video apps Douyin (TikTok) and Kuaishou as well as PDD have taking over market share from Alibaba. Now Latepost has estimates that Douyin's market share in [----] was 10%"
X Link 2023-01-11T15:32Z [----] followers, [----] engagements
"Pinduoduo's Temu has started sending me almost daily e-mails this month. And they are using some quationable tactics to get people to open their mails"
X Link 2023-01-22T15:29Z [----] followers, [---] engagements
"You think that goods were dirt cheap on Temu You should see the prices on Pinduoduo's domestic platform (easy to compare with the camera search option on PDD). Jacket: Temu $2429 - PDD RMB56 = $826. Air compressor: Temu: $1979 - PDD RMB [--] = $560"
X Link 2023-01-27T19:41Z [----] followers, [---] engagements
"New Chinese shopping app Temu is already quietly being turned into a western Pinduoduo with lots of gamification appearing. It's still hidden away in the user profile menu but it's a matter of time before it becomes more prominent. Read about it here: https://www.chinatalk.nl/cross-border-update-pinduoduos-temu-part-2/ https://www.chinatalk.nl/cross-border-update-pinduoduos-temu-part-2/"
X Link 2023-02-04T07:30Z [----] followers, [---] engagements
"News from 36Kr (machine translated): Pinduoduo's Temu has rolled out their Canadian site opening to their second market after the US. https://mp.weixin.qq.com/s/cmd-RlM1-M63NcdsMbLktg https://mp.weixin.qq.com/s/cmd-RlM1-M63NcdsMbLktg"
X Link 2023-02-05T12:32Z [----] followers, [---] engagements
"Right Temu's Pinduoduo-style gamification has been promoted to the homescreen"
X Link 2023-02-15T17:24Z [----] followers, [---] engagements
"10 years ago today we were once again working on the Xian bucket list of sights we wanted to visit before leaving the city. Daming Gong used to be a palace of the Tang emperors and the biggest palace in Chinas history [--] times bigger than the Forbidden City in Beijing"
X Link 2023-03-24T18:34Z [----] followers, [---] engagements
"Pinduoduo's Temu has rolled out to France Germany Italy The Netherlands and Spain this week. Check out our archive with Temu content: https://www.chinatalk.nl/tag/temu/ https://www.chinatalk.nl/tag/temu/"
X Link 2023-04-24T18:22Z [----] followers, [---] engagements
"So I received my first Temu order and did a price comparison with Amazon Shein and Pinduoduo. Click here for details: https://www.linkedin.com/posts/edsander_china-temu-shein-activity-7065744454745239552-dOkwutm_source=share&utm_medium=member_desktop https://www.linkedin.com/posts/edsander_china-temu-shein-activity-7065744454745239552-dOkwutm_source=share&utm_medium=member_desktop"
X Link 2023-05-20T17:48Z [----] followers, [---] engagements
"Interestingly the Pinduoduo-style games that Temu introduced in its app at the end of last year have disappeared from my app. Only getting a free gift when inviting new users remains while in an account I created in September [----] even that is gone"
X Link 2023-06-04T10:26Z [----] followers, [---] engagements
"He suggested the group refocussed on Taobao instead of Tmall and cut management layers. The reason Alibaba has been losing market share to the likes of Pinduoduo Kuaishou and Douyin (the Chinese version of TikTok). 2/5"
X Link 2023-06-20T05:54Z [----] followers, [---] engagements
"Hit and Miss The Ultimate Guide to Alibabas Hema (Freshippo) Store Formats. Part 3: [----] Concepts for the sinking market - ChinaTalk How Hema sees the sinking market as one of the most important growth markets and launched two concepts for it"
X Link 2023-08-15T08:18Z [----] followers, [---] engagements
"@sosacapital @freddiewittmann @AJButton2 Although JD might want you to think otherwise Ochama has not been a success so far. Check out the update I wrote in them earlier this year"
X Link 2023-08-18T09:22Z [----] followers, [--] engagements
"Met superlage prijzen en marketingtrucjes wil de Chinese retailer Temu het web veroveren Recent interviewde het Financieel Dagblad me over Temu de Chinese webshop van Pinduoduo die in [--] maanden tijd van $0 naar $3 billion groeide. Een groot deel van het artikel is gebaseerd op dat interview en een uitgebreid artikel dat ik in juni schreef voor @TechBuzzChina "
X Link 2023-08-24T07:59Z [----] followers, [---] engagements
"@Blogaap 'China said they were going to take Hong Kong they did it' Err . 🤔"
X Link 2023-08-29T15:43Z [----] followers, [--] engagements
"Pinduoduo's Temu has launched in Southeast Asia (Philippines) and the Middle East (Israel) in the past few days. It is now operating in [--] countries one year after its launch. PDD Holdings has pumped enormous investments into Temu. Still its cash reserves are so large that it can continue investing for a long time meanwhile conquering a large portion of the cross-border e-commerce market. Latepost reported how the investments haven't hurt Pinduoduo's cash reserves. They have even grown strongly since the launch of Temu. See the machine-translated graph below."
X Link 2023-08-30T06:57Z [----] followers, [----] engagements
"@ruima @mpauldaniels Okay let me rephrase it then. Is such a minor convenience worth the investment Or maybe spend the money on say giving customer friendliness trainings to custom officers So people will feel welcome and might come again (yes I am being sarcastic here)"
X Link 2023-08-30T22:02Z [----] followers, [--] engagements
"@ruima And streets have become much more quiet . and dangerous . the cars changed but some of the drivers' behaviour not so much. 🤣"
X Link 2023-09-05T10:59Z [----] followers, [---] engagements
"You'd be surprised how much they need foreigners to visit either as tourists or (even more so) for business. They have even scrapped the requirement of biometric scans during visa applications to get more people to come. But if by 'they' you mean Tencent yes they probably don't care enough"
X Link 2023-09-07T15:53Z [----] followers, [---] engagements
"@Blogaap @QueenyRaj En enkele werknemers bij Bytedance is niet hetzelfde als de CCP"
X Link 2023-09-07T21:26Z [----] followers, [--] engagements
"Last Tuesday was a very special day for me . After having to wait for [--] years for obvious reasons we were finally giving a new briefing to a group of retailers that are joining us once again to explore the on- and offline retail world in China"
X Link 2023-09-12T09:06Z [----] followers, [---] engagements
"@ChinaLawTransl8 I even heard mention of a social credit 'score' on a recent episode of the Sharp China podcast by Bill Bishops and Andrew Sharp. 🤔"
X Link 2023-09-13T21:07Z [----] followers, [--] engagements
"Shein becomes the second-largest fashion e-commerce platform in Europe "European Cross-Border Commerce CCE recently released the [----] European fashion and beauty e-commerce value rankings. German fashion retailer Zalando ranked first in the fashion field and second in the overall list followed by cross-border e-commerce dark horses. Shein ranks sixth on the overall list while American StockX and Nike rank fourth and fifth respectively ranking eighth and ninth on the overall list.CCE predicts that nearly one-sixth of online fashion sales will come from resale platforms in 2026." Source 36Kr"
X Link 2023-09-15T10:39Z [----] followers, [----] engagements
"What's with all the super positive articles on Temu in the Chinese tech press today Did Pinduoduo cough up some PR budget"
X Link 2023-09-15T18:58Z [----] followers, [---] engagements
"Good comparison between Temu Wish and AliExpress. But it misses one point: AliExpress also started the "fully entrusted model" as it is called in this thread (we need a standardized English term for this I've seen about [--] different names for the model now)"
X Link 2023-09-18T08:38Z [----] followers, [---] engagements
"People ask the wrong questions regarding Temu and other Chinese cross-border e-com websites. They tend to ask 'why is it so cheap' whereas they should be asking 'why is it so much more expensive elsewhere'. They have come to think of prices in Western shops as normal. In our recent piece for @TechBuzzChina I showed how exactly the same product most probably from exactly the same factory differs in price across Amazon Temu and Shein. But to understand the actual manufacturing price you need to go one step further and look up the same product on Pinduoduo (Temu's mother company). The price you"
X Link 2023-09-19T21:09Z [----] followers, [----] engagements
"@christinelu @ruima Have a look at what Temp has done to PDD's cash reserves:"
X Link 2023-09-20T06:19Z [----] followers, [---] engagements
"Temu will show you the same product on its platform. Check out the prices"
X Link 2023-09-23T08:50Z [----] followers, [---] engagements
"If you by any chance have the Pinduoduo app on your phone you can do the same thing there and you will find that the same product sells for a fraction on the Temu price in China. This will give you an idea of the actual factory selling price which will be in the same region"
X Link 2023-09-23T08:52Z [----] followers, [---] engagements
"News broke that Alibaba's Cainiao will have its expected IPO. In the same day a 5-day delivery service of AliExpress was announced. "Consumers from the UK Spain the Netherlands Belgium and South Korea can place orders for goods with the 'five-day delivery' label in the choice"
X Link 2023-09-27T13:53Z [----] followers, [--] engagements
"While Alibaba's Hema (Freshippo) has been going 'down market' with Hema Outlet and Hema Neighbourhood it is at the same time going 'up market' with a brand new format that opened in Shanghai this week. 'Hema Premier' measures [----] m2 offers 40% unique"
X Link 2023-09-29T11:44Z [----] followers, [--] engagements
"China's Cotti Coffee is recruiting franchisers outside China. It claimes to have already opened stores in South Korea Indonesia Japan and Canada and in its recruiting message says it "currently has 5500+ stores in 300+ cities in [--] countries around the world". That seems farfetched but we know that Cotti likes to count freshly signed franchise contracts as 'stores' so there's definitely something brewing. The company was launched by ousted Luckin founders that were removed after the accounting fraud. A month ago I wrote an extensive article about Cotti and how it launched [----] stores in less"
X Link 2023-10-03T07:37Z [----] followers, [---] engagements
""The rule (.) which bars social commerce companies from handling direct payments for online purchases is part of newly tightened trade regulations aimed at ensuring local e-commerce services such as GoTos Tokopedia wont be squeezed out." Instead of stimulating local players to develop social commerce and seamless in-app e-com which makes it so successful in China they just ban it. 🤔 TikTok Halts Indonesia Online Shop to Comply With New Rule - Bloomberg"
X Link 2023-10-03T10:33Z [----] followers, [---] engagements
"TEMU IS HURTING THE BARGAIN RETAIL BUSINESS I have been writing about Temu's Pinduoduo for over a year now. In presentations I have given about the platform I have often explained how it will be a threat to Amazon because as I pointed out last week it's the same Chinese factories selling through Temu at half the price they need to charge on Amazon. But I've also warned that Temu is just as much a threat to offline bargain stores like Action because they serve the same price-sensitive deal hunters. I have used an adaptation of an old [----] cartoon from the Algemeen Dagblad that suggested"
X Link 2023-10-04T19:32Z [----] followers, [----] engagements
""Consumers by Amazons design are oblivious to the whereabouts of sellers on Amazon." This explains the extreme ignorance when people say 'Don't buy from China on Temu; buy from America on Amazon' US Seller Market Share on Amazon Hits Record Low - Marketplace Pulse"
X Link 2023-10-04T20:58Z [----] followers, [---] engagements
"Temu is now active in [--] countries. It will be interesting to see if they can take advantage of the ban on TikTok Shops in Indonesia to launch there as well"
X Link 2023-10-05T10:04Z [----] followers, [----] engagements
"@paper_cap @TechBuzzChina As I interpreted the ban it applies to selling (and payment) INSIDE social media apps not all cross-border e-commerce. If so there would be many more apps that would get banned. Temu is not a social medium so should be able to launch its stand-alone app"
X Link 2023-10-05T10:48Z [----] followers, [--] engagements
"I was in China the previous two weeks and temperatures in Beijing (up to [--] C) and Shanghai (up to [--] C) completely caught me by surprise. There I was having sacrificed luggage space to a thick coat and not having packed any shorts while the guests in our study tour travelled light and enjoyed the comfy weather with bare lower legs"
X Link 2023-11-03T07:31Z [----] followers, [---] engagements
"TEMU UPDATE Latepost recently published some interesting new figures on Temu Pinduoduo's cross-border e-commerce app. You can find my summary on LinkedIn: https://www.linkedin.com/posts/edsander_temu-update-latepost-recently-published-activity-7127218066777616384-K6Dzutm_source=share&utm_medium=member_desktop https://www.linkedin.com/posts/edsander_temu-update-latepost-recently-published-activity-7127218066777616384-K6Dzutm_source=share&utm_medium=member_desktop"
X Link 2023-11-06T11:12Z [----] followers, [----] engagements
"Need for Speed 3: Coming soon from a Meituan warehouse near you"
X Link 2023-11-14T10:10Z [----] followers, [---] engagements
"Temu launches maritime logistics 36Kr reported that Temu has launched cooperations with Matson Zim CMA CGM Maersk and COSCO Shipping Lines to launch express shipping. Not only will this reduce logistics costs by 30-60% but there are also shortages in air cargo: in [----] demand is growing 9.5% and supply only 5.7%. Meanwhile vessel utilization rate is only 75% (dropping 6% from last year). Shipping [--] kilo by air costs 30-40 yuan by standard ship 5-6 yuan and by express ship (e.g. Matsun) [--] yuan. Temu is expected to pay less than this. Expect Temu's delivery times for some products to become"
X Link 2023-11-14T13:28Z [----] followers, [----] engagements
"@FransReichardt Heb jij binnen de partij nog een voorkeurstem Frans Op Jacobse stem in ik ieder geval niet meer nadat ik daar ooit neutronenkorrels tegen m'n splijtgras van heb gekocht"
X Link 2023-11-22T07:58Z [----] followers, [--] engagements
"@yicaichina That's quite interesting because Meituan Maicai actually came out of a failed Hema (Freshippo)-clone called . xiao xang"
X Link 2023-11-30T08:09Z [----] followers, [--] engagements
"@ruima @OxfordTMCD I wrote an article in [----] imagining that either Facebook or Kik (that Tencent invested in and was the inspiration for WeChat) might be able do it. I don't believe that anymore"
X Link 2023-12-04T15:10Z [----] followers, [--] engagements
"@WorldOnWeb3 @ruima @OxfordTMCD It normally refers to a wide range of functionality. I would call WeChat a superapp. According to some definitions Alipay and Meituan as well while Douyin is also moving in that direction. But I wouldn't call PDD a super app while it has more than [---] users"
X Link 2023-12-04T17:58Z [----] followers, [---] engagements
"@technodechina Number if shops doesn't mean much especially with the recent burst of openings by Cotti. But how much coffee is actually sold"
X Link 2023-12-12T09:34Z [----] followers, [--] engagements
"Later today we're publishing a big 9000-word update on Chinese webshop Temu on Tech Buzz China. Here is a bit I already wanted to share. Similarweb recently published some data on how Temu is doing in Europe. Their data showed that in some of the biggest e-commerce markets it has entered the top [--] or even top [--] in terms of unique visitors between the end of September and the end of November. But an even more remarkable picture emerges if you add up all the unique visits to the different platforms in these six countries. The result is the chart below which shows that taking these countries"
X Link 2023-12-22T10:09Z [----] followers, [---] engagements
"Whats up with - part 1: Temu An in-depth look at the developments of Pinduoduo's cross-border platform in [----] We hope you enjoy this in-depth look into what Temu has been up to since we last wrote about them in June. It's got lots of details and about [--] charts and infographics. This is the last @TechBuzzChina article we'll publish this year before taking a short break. In January we'll be back with more on EVs community group buying Cotti coffee Douyin local services WeChat Channels and much more . Have a good holiday season and stay safe"
X Link 2023-12-22T14:57Z [----] followers, [---] engagements
"@Blogaap @TechBuzzChina Dat is precies mijn punt. Het wordt maar geroepen omdat men het ergens heeft gehoord en denkt dat het dus ook altijd gebeurt. Maar wat moet de CCP met de info dat tante Truus uit Almere onderzetters heeft gekocht op Temu"
X Link 2024-01-05T16:48Z [--] followers, [--] engagements
"Whats up with - Part 4: Douyin Local Services We planned to post this on Friday but with rumours about an acquisition of by Bytedance we didn't want to keep this from you any longer. A few years ago Douyin launched local services including food delivery. The in-store and travel group-buying business has been growing steadily and forced Meituan to adopt livestreams and short videos on its platform. Meanwhile WeChat Kuaishou Xiaohongshu and even Duoduo Maicai launched local services initiatives. How have things played out since our March [----] report on the topic Read all about the 'torturous"
X Link 2024-01-17T15:20Z [----] followers, [---] engagements
"Staff Say Chinese E-Retailers IP Address Has Been Partly Blocked by Rival Pinduoduo "Even if these staff members logged on with their 5G online data and not with the company wifi their view was still limited." Maybe turn off location sharing instead/as well"
X Link 2024-01-18T14:47Z [----] followers, [---] engagements
"A 'tortuous trench war' is coming. Today Meituan's shares fell below their IPO price. For me Meituan has always been among the most interesting Chinese internet companies. They are highly data-driven although sometimes this has more of a weakness than a strength especially when competing with much more flexible Pinduoduo in the community group buying business. Meituan has had its fair share of shady practices especially concerning monopolistic behaviour and how they handled algorithms for couriers. But still I somehow have more sympathy for them than for some of the other Chinese internet"
X Link 2024-01-18T17:13Z [----] followers, [---] engagements
"Whats up with - Part 5: WeChat Channels In our fifth and last article in the series of updates on some of our most important [----] topics we look back at WeChat Channels at Tech Buzz China. Tencent was quite late to the game of short videos and live streams only adding the Channels functionality to WeChat after Douyin and Kuaishou already had a market carved out for themselves. But never underestimate the power of the all-in-one super app. WeChat Channels has been growing impressively despite WeChat's (in)famous policy to limit advertising in order to protect the user experience. In this new"
X Link 2024-01-25T17:20Z [----] followers, [--] engagements
"@ruima That's probably one of my favourite shows ever Where are you in the series"
X Link 2024-01-27T09:11Z [----] followers, [---] engagements
"Chinese migrants find out that the cost of living hustle and bustle the weather food and eating out is not like it is at home in idolized Sweden. I think the same goes for most of Northern Europe. 🤣 Young Chinese Love Everything About Sweden. Except Living There"
X Link 2024-01-28T23:24Z [----] followers, [---] engagements
"@FrisoDubbelboer Je hebt gelijk dat was toen de druppel die de emmer deed overlopen. Zat in Xi'an op dat moment. Was niet echt gezellig"
X Link 2024-01-29T10:37Z [----] followers, [--] engagements
"De sfeer was heel gespannen in Xi'an er werden veel dingen vernield en het had de neiging om over te slaan in algeheel anti-buitenlander sentiment. Je kon merken dat men op straat als anders begon te doen. We kregen het advies van onze NGO om binnen te blijven en in ieder geval uit de buurt van plekken waar veel alcohol werd gedronken. Onze eigen stamkroeg gerund door een Australische Pool zette zelfs Chinese vlaggetjes op alle tafels om te laten zien dat hij achter China stond"
X Link 2024-01-29T10:57Z [----] followers, [--] engagements
"It's Big Sale at Alibaba. InTimes Hema are all rumoured to be sold off. Seems 'returning to Taobao' has really started and Daniel Zhang's New Retail imperium is being demolished. Alibaba mulls sale of grocery retail chain Freshippo: report https://t.co/hyKZh8jV7g Alibaba mulls sale of grocery retail chain Freshippo: report https://t.co/hyKZh8jV7g"
X Link 2024-02-04T10:30Z [----] followers, [---] engagements
"@wojteks81929404 I was being sarcastic"
X Link 2024-02-05T06:58Z [----] followers, [--] engagements
"Thanks for referencing my @TechBuzzChina report. An important aspect of the low CAC is that besides loads of advertising's (social media and Super Bowl) Temu lets their users acquire new users for them by giving them free products in exchange for sharing download codes. This drives down the CAC as it's very low cost for Temu to let users do the marketing for them. Pinduoduo used the exact same strategy in China and also had the lowest CAC of all Chinese internet companies about [--] years ago"
X Link 2024-02-12T23:36Z [----] followers, [---] engagements
"Who do you want to fix your car: a dog (JD) or a bit further down the street a cat (Alibaba's Tmall)"
X Link 2024-02-14T12:35Z [----] followers, [---] engagements
"@techtechchina Yes impressive. But considering that Temu only launched in South Korea in July [----] it's not really that remarkable that it would show [--] times growth compared to the month it launched in"
X Link 2024-02-22T15:30Z [----] followers, [--] engagements
"Gisteren werd ik gebeld door RTL-Z met een aantal vragen over Temu. Het resulteerde in onderstaand nieuwsitem. Er komen nog wel misverstanden langs. Ik legde uit dat in China Pinduoduo in the Chinese thuismarkt flink marktaandeel heeft weggesnoept van Alibaba dit wordt genterpreteers alsof Temu marktaandeel heeft weggekaapt bij AliExpress. Ook heeft Pinduoduo inmiddels geen hogere beurswaarde meer dan Alibaba (niet AliExpress). Ook wordt een deel van AliExpress bestellingen sneller verzonden of ligt zelfs in Europa op voorraad. Voor de rest een leuk item"
X Link 2024-02-27T10:08Z [----] followers, [--] engagements
"And here we go again Alipay trying to be more than a payment app. Anybody remember Circles Alipay ramps up efforts to monetize huge user base amid fierce competition with WeChat TechNode"
X Link 2024-02-27T11:56Z [----] followers, [---] engagements
"@WeChatApp Does installing WeChat still require friend verification"
X Link 2024-03-01T11:54Z [----] followers, [----] engagements
"I just did a test and registration for WeChat still requires a friend verification. Many tourists will NOT know anybody who is already using WeChat (and individual users can only verify [--] person per month and [--] per year). Most people won't even bother trying to find another WeChat user. Tencent can make registration for WeChat Pay easier but as long as it doesn't remove the barriers to installing the 'mother app' it is built into it won't do much good. As such despite the fact that I personally prefer to use it over AliPay I suggest any traveller who doesn't need WeChat as a communication"
X Link 2024-03-01T12:08Z [----] followers, [----] engagements
"I just did a test and registration for WeChat still requires a friend verification. Many tourists will NOT know anybody who is already using WeChat (and individual users can only verify [--] person per month and [--] per year). Most people won't even bother trying to find another WeChat user. Tencent can make registration for WeChat Pay easier but it won't do much good if it doesn't remove the barriers to installing the 'mother app' it is built into. As such even though I prefer to use it over AliPay I suggest any traveller who doesn't need WeChat as a communication tool to try the much more"
X Link 2024-03-01T12:09Z [----] followers, [----] engagements
"For your amusement here's the hassle we went through trying to get a group for one of our study tours on WeChat and WeChat Pay"
X Link 2024-03-01T12:21Z [----] followers, [---] engagements
"@AmbXieFeng @KaiserKuo WeChat can make linking credit cards easier but as long as it has the friend verification for registering on the app it won't make much of a difference to the average tourist"
X Link 2024-03-01T17:55Z [----] followers, [----] engagements
"@KaiserKuo @curranhung @AmbXieFeng But if you have relatives friend verification should not be a problem. And once you're in WeChat activating WeChat Pay shouldn't be that hard anymore (if we believe Tencent)"
X Link 2024-03-01T22:21Z [----] followers, [---] engagements
"That's very kind but I don't need help. I have had WeChat since it launched back in [----] or so. The point is that the average tourist (like my customers) does not know people like you and most won't bother going looking for one. It's like giving people a wallet with a lock on it and telling them they will have to find someone with a key if they want to use it"
X Link 2024-03-02T06:35Z [----] followers, [--] engagements
"@MichaelOsta @AmbXieFeng @KaiserKuo Yes that happened to one of our customers. Imagine being the only one in a group of [--] that can't even open WeChat "
X Link 2024-03-02T08:19Z [----] followers, [---] engagements
"If you squeeze to hard things will break . In the @TechBuzzChina reports I wrote on Temu last year I mentioned how Temu (Pinduoduo) is squeezing merchants for lower prices through an auction system and how that could potentially hurt product quality. In the meantime Temu (not unlike Amazon) is also trying to add more new merchants and products to the platform. It seems to have become less critical about the quality of goods. This is starting to backfire and the number of complaints in the US are rising. Temu's fines merchants [--] x the price when complaints about shoddy goods are received but"
X Link 2024-03-04T22:13Z [----] followers, [----] engagements
"More than a year after I started warning about the potential impact of Temu people started waking up. For various understandable reasons people get emotional about Temu and other Chinese webshops. But they lose track of the facts and are unwilling to study what's behind these platforms. They revert to accusations about forced child labour data theft and other unfounded claims based on hearsay and internet rumours. Or in the worst case short-seller reports that before you open the report warn "This report and all statements contained herein are the opinions and are not statements of fact". Do"
X Link 2024-03-06T09:48Z [----] followers, [---] engagements
"Just watched it. Yes PDD does not share a lot of information. But most of the things McCrum talks about are insinuations and assumptions. Companies having weird financial constructions through Cayman Island is hardly something new. Alibaba is doing the same thing and its all legal. Shady but legal. Alibaba also uses nicknames internally. About staff size: PDD is compare to Alibaba the latter has about [-------] staff members but half of those work in asset- and staff-heavy offline retail like Intimes and RT-Mart. Regarding not publishing figures on Temu companies like Alibaba and Meituan also"
X Link 2024-03-06T11:57Z [----] followers, [--] engagements
"Re [--]. They are probably already profitable in the countries they launched in first. Besides some 'loss leaders' they are increasing some of their prices especially things you actively search for. Pinduoduo doesn't really depend on 'group buying' (at least not anymore). It's basically just a marketing trick in the front-end of the app. See this video: https://youtu.be/2lM9QxkAdWQsi=FNMLgr3K9o-arCBK https://youtu.be/2lM9QxkAdWQsi=FNMLgr3K9o-arCBK"
X Link 2024-03-13T10:37Z [----] followers, [--] engagements
"Back in [----] Jack Ma claimed that pure e-commerce players would soon face tremendous challenges and e-commerce would be replaced by New Retail in 10-20 years. Little did Jack know that eight years later Alibaba itself would be under pressure from new pure online players like Douyin Kuaishou and especially Pinduoduo. Realising what had happened in May [----] Ma called on the company to return to Taobao return to the user return to the internet. In a series of two articles we examine the past eight years in which Alibaba has made enormous investments in New Retail. Recently Alibaba said it wants"
X Link 2024-03-15T14:59Z [----] followers, [---] engagements
"Usage of WeChat Channels more than doubled. To learn more about Channels check out our recent @TechBuzzChina update on this in-app functionality. Tencent's FY23 & Q4 financial result highlights: Usage of #Channels (Video Accounts) soared with time spent doubling while FinTech Services sustained double-digit year-on-year growth. https://t.co/jiVDAzJOuF Tencent's FY23 & Q4 financial result highlights: Usage of #Channels (Video Accounts) soared with time spent doubling while FinTech Services sustained double-digit year-on-year growth. https://t.co/jiVDAzJOuF"
X Link 2024-03-20T12:21Z [----] followers, [---] engagements
"Meituan turned a CNY6.7 billion loss in [----] into a CNY13.9 billion profit in [----]. This was largely driven by Meituan Shangou / Instashopping its instant retail platform which saw a 40% increase in orders. Last year. at @TechBuzzChina we wrote extensively about Meituan Shangou and instant retail probably China's hottest retail / e-com trend. Learn more about it here: https://techbuzzchina.substack.com/p/need-for-speed-instant-retail https://techbuzzchina.substack.com/p/need-for-speed-instant-retail"
X Link 2024-03-25T19:23Z [----] followers, [---] engagements
"In March I explored Alibaba's New Retail for @TechBuzzChina. Now that Alibaba is planning to sell many of its offline New Retail initiatives I revisited them to see how individual projects fared since they were launched in the second half of the 2010s. Over the years I have visited many of these projects on multiple occasions and built up a large collection of photo and video materials. This has given me a unique perspective compared to people who have only read about these initiatives in Alibaba's press releases. I decided to give those who never saw them in real life an idea by creating a"
X Link 2024-03-31T14:57Z [----] followers, [---] engagements
"Okay please tell me this was just a silly April Fools joke . (watch the video on this page) https://mp-weixin-qq-com.translate.goog/s/magdkA9YeVBVNon1rPPPSA_x_tr_sl=zh-CN&_x_tr_tl=en&_x_tr_hl=en-US&_x_tr_pto=wapp https://mp-weixin-qq-com.translate.goog/s/magdkA9YeVBVNon1rPPPSA_x_tr_sl=zh-CN&_x_tr_tl=en&_x_tr_hl=en-US&_x_tr_pto=wapp"
X Link 2024-04-02T08:28Z [----] followers, [---] engagements
"If you are an Apple or retail architecture aficionado check out these pictures of Shanghai's new Apple store. https://www.linkedin.com/posts/edsander_location-scouting-in-shanghai-for-the-coming-activity-7182626586104336384-oiJxutm_source=share&utm_medium=member_android https://www.linkedin.com/posts/edsander_location-scouting-in-shanghai-for-the-coming-activity-7182626586104336384-oiJxutm_source=share&utm_medium=member_android"
X Link 2024-04-07T06:37Z [----] followers, [---] engagements
"Quite a good interview with a very open Joe Tsai of Alibaba. This is the kind of humbleness that has been missing from the company for so long. And quite a bit if criticism about former management between the lines. https://m.youtube.com/watchsi=coFYpBjhjONPb_Gb&v=mT6mRJehJdw&feature=youtu.be https://m.youtube.com/watchsi=coFYpBjhjONPb_Gb&v=mT6mRJehJdw&feature=youtu.be"
X Link 2024-04-07T16:23Z [----] followers, [---] engagements
"Its Group Buying Jim but not as we know it Pinduoduos [---] billion yuan app you never heard of and more You've heard about community group buying but have you heard of 'group stores' And you have heard of Temu Pinduoduo and maybe even Duoduo Maicai but did you know PDD Holdings has another app with [---] billion yuan GMV that has remained largely under the radar outside China And how Meituan is starting another battle with PDD after launching its own version In our latest @TechBuzzChina report we look into these lesser known versions of group buying"
X Link 2024-04-12T14:09Z [----] followers, [----] engagements
"Err . The social credit system is government run. But what you shared is not the social credit system it is a financial- creditworthiness- system-meets-loyalty-scheme system by Alibaba spin-off Ant Group. The what you call 'China stans' are simply pointing out you are confusing two things (as many have done before you)"
X Link 2024-04-17T08:49Z [----] followers, [----] engagements
"@pretentiouswhat Most likely the banks will use Baihang which rolls up data from many different financial creditworthiness systems to create a more reliable picture with fewer conflicts of interest"
X Link 2024-04-25T07:10Z [----] followers, [--] engagements
"Luckin Coffee has launched in Singapore and because the country requires ABCD labelling for products the Chinese on Xiaohongshu are now finding out how much sugar (5 or 10gr/ml) they have been consuming and how unhealthy their favourite Luckin drinks are. Sugary drinks are becoming a real problem in China. I myself need to find a way to go cold turkey from the Mascarpone Cheese Latte I've been having daily when I'm in China. Source: https://mp.weixin.qq.com/s/6fHiosURvJVsw9ttIUwHqA https://mp.weixin.qq.com/s/6fHiosURvJVsw9ttIUwHqA"
X Link 2024-04-25T11:13Z [----] followers, [----] engagements
"Ik had laatst dezelfde discussie met een journalist. Die vond dat er bij een nieuw account heel veel oorlogsfilmpjes op Douyin stonden. Ik vroeg: 'heb je die dan bekeken'. 'Ja'. 'Dan gaat het algoritme je dus meer oorlogsfilmpjes tonen en lijkt het alsof er veel oorlogsfilmpjes op Douyin staan. Je zou eigenlijk op een andere telefoon en ander IP adres een nieuw account moeten maken en kijken of je nog steeds zoveel oorlogsfilmpjes ziet als je ze niet gaat afkijken.'"
X Link 2024-04-26T14:02Z [----] followers, [--] engagements
"@Blogaap Okay dat is de publieke opinie maar dat heeft niks te maken met de Bytedance apps die ze gebruiken (overigens gebruikt ruim 80% van de online Chinezen een of meerdere Bytedance apps). Je kon jouw bericht lezen alsof een ban/verkoop impact zou hebben op domestic apps"
X Link 2024-04-26T14:21Z [----] followers, [--] engagements
"What a load of bs @YahooFinance You claim Temu has a 17% market share in the US but this is based on a December report about the dollar store/discount market not the online market or retail market. A serious misrepresentation of facts. China's Temu Takes Over 17% Of US Market Share Cutting Jobs From American Amazon And Decimating Small Businesses"
X Link 2024-04-27T08:44Z [----] followers, [---] engagements
""The Shanghai Municipal Administration for Market Regulation clearly pointed out in a draft notice in December [----] that as of December [----] Pinduoduo had received nearly [----] quality complaints with more than [-----] complaints throughout the year ranking first. Douyin is second with only more than [---] complaints. The third place is Dingdong Maicai with only more than [--] complaints. Pinduoduo currently ranks at the bottom in terms of product quality. [----] ranks second to last Taobao and Douyin rank third to last and the official flagship stores of JD and Tmall have the best quality." - Expert"
X Link 2024-05-04T14:44Z [----] followers, [---] engagements
"@JBVossen Of de VS die met Den Haag onderhandelt over ASML i.p.v. met Brussel"
X Link 2024-05-12T10:22Z [----] followers, [--] engagements
"The first chapter of our latest @TechBuzzChina report on Temu is now also available for free on our ChinaTalk website. It gives an update about the platform's most important statistics. https://www.chinatalk.nl/the-current-state-of-temu/ https://www.chinatalk.nl/the-current-state-of-temu/"
X Link 2024-05-12T11:05Z [----] followers, [---] engagements
"HOW ABOUT THE QUALITY OF GOODS ON TEMU In our latest deep-dive report on Tech Buzz China we shared many new insights about the Chinese webshop Temu. Like many other Chinese webshops Temu doesn't have a very good reputation as far as product quality goes. I myself have made [--] purchases on Temu all by actively searching for something I really needed not by mindlessly browsing. I would say [--] did not meet the standard of supposed usage while [--] other product immediately broke upon usage. For all [--] products I filed a complaint did not have to return the goods and got my money back in [--] hours."
X Link 2024-05-13T11:13Z [----] followers, [---] engagements
"USD12.7 million in bribes . 🤯 E-Commerce Employee Who Reportedly Took Over USD12.7 Million in Bribes Worked at Alibaba Yicai Found https://www.yicaiglobal.com/news/e-commerce-employee-who-reportedly-took-over-usd127-million-in-bribes-worked-at-alibaba-yicai-foundutm_source=pocket_saves https://www.yicaiglobal.com/news/e-commerce-employee-who-reportedly-took-over-usd127-million-in-bribes-worked-at-alibaba-yicai-foundutm_source=pocket_saves"
X Link 2024-05-15T08:56Z [----] followers, [---] engagements
"That was about time Now the only thing left is allowing people to regulate their room temperature in Spring and Fall so we don't have to sleep in rooms of [--] degrees Celsius. China now asking all hotels to accept foreigners https://www.pekingnology.com/p/china-now-asking-all-hotels-to-accept https://www.pekingnology.com/p/china-now-asking-all-hotels-to-accept"
X Link 2024-05-25T14:20Z [----] followers, [---] engagements
"In April I wrote "The Collapse of Alibabas New Retail - Part 2: Hypermarkets Supermarkets and Convenience Stores" for @TechBuzzChina. I explained why Alibaba is trying to sell off its offline retail stores which were once part of its New Retail strategy. This strategy was reversed after the resignation of former CEO Daniel Zhang. RT-Mart a hypermarket chain under the Sun Art company plays a big role in Alibaba's turnabout regarding 'new retail'. In [----] Alibaba took a 36% stake in Sun Art and increased it to 74% in [----]. Through this acquisition Alibaba also doubled its number of employees."
X Link 2024-05-26T13:30Z [----] followers, [----] engagements
"You might have heard about Alibaba's Hema (Freshippo) supermarkets. In [----] Jack Ma made this store + warehouse format famous through a photo in which he was holding up an enormous king crab. Hema kickstarted Alibaba's New Retail strategy and although that strategy has been far from successful Hema did change the grocery home delivery landscape in China. But did you know that over the course of six years Hema launched no less than [--] other formats in China In an approach of 'throwing things at the wall and seeing what sticks' it tried everything from community group buying and convenience"
X Link 2024-05-27T06:55Z [----] followers, [---] engagements
"Yesterday in Zrich Switzerland I had the incredible pleasure and honour of being a keynote speaker at SCORE [----] a very well-organised conference for 1000+ professionals in the e-commerce sector. In half an hour I shared some of the most important findings about Temu taken from the three extensive reports I wrote for @TechBuzzChina on the topic in the past [--] months. In 'Demystifying Temu' I explained the parent company and the business model. Along the way I debunked a couple of myths about the platform while still stressing that there are still enough things to worry about (among which our"
X Link 2024-05-30T13:15Z [----] followers, [---] engagements
"In our April @TechBuzzChina reports on Alibaba's collpasing New Retail strategy we shared how Hema (Freshippo) entered into a cooperation with Alibaba-invested RT-Mart and created Xiaohema. This 'marriage' failed. Hema started Hema Mini (and used the Xiaohema name for a different concept) while RT-Mart rolled out small community grocery stores under the name Xiaorunfa. The Xiaohema stores were renamed Xiaorunfa. RT-Mart posted an almost [---] billion yuan loss for the fiscal year ending in March putting significant pressure on the results of Alibaba Group. Today news broke that RT-Mart is"
X Link 2024-05-31T12:38Z [----] followers, [---] engagements
"Even afgezien van het bericht zelf . Bytedance heeft in China de technologie + een enorm aantal medewerkers om te voorkomen dat bepaalde content online komt. Dat moet wel want anders komen ze in de problemen met de overheid. Er is dus geen enkele reden waarom ze dat hier niet zouden kunnen. Maar dan moeten ze er net zoals in China wel toe gedwongen worden "
X Link 2024-06-02T13:28Z [----] followers, [--] engagements
"Video: China's Fintech Wild West - ChinaTalk https://www.chinatalk.nl/video-chinas-fintech-wild-west/ https://www.chinatalk.nl/video-chinas-fintech-wild-west/"
X Link 2024-06-02T21:57Z [----] followers, [---] engagements
"There is something important in what Joe Tsai says about This infrastructure is strategic for us so it is an indispensable part of our business. In this process we have clarified what are the core businesses what are the strategic support businesses and what are non-core businesses or financial investments. We will gradually adjust and optimize these businesses according to the situation At the end of [----] there were rumours of Alibaba planning to sell to Bytedance. Whether those plans ever were there or not Alibaba seems to realize that is important from the perspective of instant retail"
X Link 2024-06-03T07:50Z [----] followers, [---] engagements
"Instant retail isn't only about groceries. Its value might be even more in non-food and high margin items like consumer electronics. This is where JD Now/JD Daojia/Dada and can connect retailers and consumers. PDD's grocery (Duoduo Maicai) does have it's own logistics but only up to the point of the pick-up locations (comparable to Meituan Youxuan). Both are community group buying platforms. But Meituan also had Meituan Xiao Xang (formerly Meituan Maicai) for front-end warehouses and Meituan Shangou as instant retail marketplace. http://Ele.me http://Ele.me http://Ele.me http://Ele.me"
X Link 2024-06-03T08:19Z [----] followers, [--] engagements
"@Blogaap Helemaal uitgeteld aan het eind van de dag"
X Link 2024-06-07T17:44Z [----] followers, [--] engagements
"@fuchsiadunlop It always amazed me that with so many fabulous dishes the Chinese saved some of the less tasty ones for their festivals. ;-)"
X Link 2024-06-10T07:08Z [----] followers, [---] engagements
"The picture below was taken during my keynote at the Score conference in Zrich a few weeks ago. Unfortunately I'm standing in front of the slide title 'myths' so the text might be interpreted incorrectly. There is a lot of criticism about Temu some factual and some mythical. In my keynote I explained the platform's business model and debunked a number of myths. This is important I think. Not because we shouldn't be critical about Temu . on the contrary. But we should first seek to understand it and then criticize and where necessary regulate it based on facts. Not based on prejudices or"
X Link 2024-06-11T21:08Z [----] followers, [---] engagements
"In my current round of keynotes on Temu I mention how in China they say "First they laughed at Pinduoduo. Then they studied Pinduoduo. Then they wanted to be Pinduoduo". This is relevant because the way that Chinese e-commerce players dismissed Pinduoduo in the late '10s looks a lot like what is happening with Temu. I have noticed though that since a month or two we have finally moved from 'laughing about Temu' to 'studying Temu'. At least there is more willingness to truly learn about the company judging from the number of calls I get from journalists event organisers and leaders of"
X Link 2024-06-14T10:01Z [----] followers, [---] engagements
"Temu is currently recruiting merchants of furniture building materials gardening digital home appliances sports and outdoor home furnishings The Four Little Dragons have all launched the semi-managed model. In our most recent @TechBuzzChina report on Temu and in a series of keynotes I explained how in March Temu started (for some goods/merchants) moving away from the 'fully-managed model' in which it takes care of all international logistics to a 'semi-managed model' that allows Chinese merchants to ship goods by boat and put them in overseas warehouses. The semi-managed model was launched by"
X Link 2024-06-17T17:23Z [----] followers, [---] engagements
"The Staggering Hippo - Part 2: The Transformation of Alibabas Hema (Freshippo) And there it is. The most massive report I have delivered for @TechBuzzChina so far. After explaining the [--] different formats that Alibaba's Hema supermarket (Freshippo) launched in the past [--] years in last month's report we now have an in-depth look at what happened to the company in the past [--] months. And what a rollercoaster ride it's been. Announcing to be spun off in an IPO. Announcing the abolishment of the KA (Key Account) system. Opening an upmarket store and then announcing to turn itself into a"
X Link 2024-06-21T15:26Z [----] followers, [---] engagements
"Yesterday we published an extensive 15K-word report on the development of Alibaba's 'New Retail Star' Hema (Freshippo) on @TechBuzzChina. The first section of this report is now also available here free to read for all: Whatever happened to Alibaba's Hema (Freshippo) - ChinaTalk https://www.chinatalk.nl/whatever-happened-to-alibabas-hema-freshippo/ https://www.chinatalk.nl/whatever-happened-to-alibabas-hema-freshippo/"
X Link 2024-06-22T10:29Z [----] followers, [----] engagements
"Ever wondered how much PDD merchants make "White-label businesses with monthly sales ranging from hundreds of thousands to millions of yuan have told us that under the new price comparison rules this year their gross profit margin on Pinduoduo sales has remained at 20% to 30% [--] to [--] percentage points lower than other platforms." "Under the mandatory paid full-site promotion model the above merchants still need to pay 10% - 20% of their sales for advertising and after deducting the after-sales costs such as refunds the profit is very limited. After the new rules were announced some"
X Link 2024-06-24T20:28Z [----] followers, [---] engagements
""Amazon to launch discount section with direct shipping from China" The picture below was taken by Tobias Khn at this week's Future Retail conference. It shows a slide I normally use at the end of my keynote. It warns that the biggest danger of Temu is that we might underestimate what the parent company Pinduoduo is capable of. Alibaba has lost about 45% market share since [----]. About half of that went to Pinduoduo which launched in [----]. After the established e-cm platforms like Alibaba's Taobao/Tmall and JD first dismissed (laughed) Pinduoduo they realised how successful it was (studied)."
X Link 2024-06-27T06:17Z [----] followers, [----] engagements
"@e_sicnarf @TidefallCapital Note that the Goldman Sachs [----] expectation were made before Alibaba's [----] realignment and strategic changes. While it remains to be seen how successful these will be it could change the [----] outcome"
X Link 2024-07-04T01:03Z [----] followers, [--] engagements
"@TidefallCapital I have used this slide not just to show the impact of PDD and Douyin and Alibaba's shrinking market share but also as a warning to what could happen if Temu is underestimated and dismissed"
X Link 2024-07-04T01:22Z [----] followers, [---] engagements
"@AlphaExponent Yes the one hour delivery is indeed new. But since I don't live in Amsterdam I won't be able to try it"
X Link 2024-07-10T11:00Z [----] followers, [--] engagements
"@CurtExplores These are quite different. The ones I have seen in Hohot (see pictures) are more like scooters"
X Link 2024-07-11T15:44Z [----] followers, [--] engagements
"@IAmPatyRubio Alibaba actually invested in Nice Tuan. But had several different business units that were all trying to do community group buying. That probably did't help Nice Tuan"
X Link 2024-07-15T12:27Z [----] followers, [--] engagements
"But . who is the customer I always learned that the real customer is the one that pays you for goods or services. At Alibaba that would mostly be the merchant. 🤔 Prioritizing customers is Alibaba Japans core philosophy. CEO of Alibaba Japan shares their customer-first mindset that empowers businesses to thrive in new ways with their dedicated efforts. #LifeatAlibaba #CustomerFirst https://t.co/uE7cU5sDBe Prioritizing customers is Alibaba Japans core philosophy. CEO of Alibaba Japan shares their customer-first mindset that empowers businesses to thrive in new ways with their dedicated"
X Link 2024-07-16T11:17Z [----] followers, [---] engagements
""(.) found guilty in US of nine criminal counts." I wonder if that rap song and kissing Steve Bannon were among them. Chinese business tycoon convicted of defrauding followers in $1bn scheme China The Guardian https://www.theguardian.com/world/article/2024/jul/16/guo-wengui-fraud-trialutm_source=pocket_shared https://www.theguardian.com/world/article/2024/jul/16/guo-wengui-fraud-trialutm_source=pocket_shared"
X Link 2024-07-17T11:18Z [----] followers, [---] engagements
"I mean that Alibaba invested in Nice Than but some of their other business units (Hema Cainiao etc) also started community group buying initiatives so within Alibaba Group these business units were competing with each other. We wrote about it on @TechBuzzChina. http://Ele.me http://Ele.me http://Ele.me http://Ele.me"
X Link 2024-07-20T22:27Z [----] followers, [--] engagements
"They could have started a progressive rock band. Instead they decided to create a China study tour about China's breakneck modernization. But they might still print tour shirts . Kuo & Sander Sinica x Tech Buzz China tour October [--] - Beijing October [--] - Shanghai October [--] - Hangzhou https://chinatechtrip.com/china-study-tour-chinas-breakneck-modernization-causes-and-consequences/ https://chinatechtrip.com/china-study-tour-chinas-breakneck-modernization-causes-and-consequences/"
X Link 2024-07-28T14:36Z [----] followers, [----] engagements
"@marcoderksen Drie uur over Taoisme. Dat is zelfs voor mij teveel van het goede. 🤣"
X Link 2024-07-29T14:52Z [----] followers, [--] engagements
"@EwoutWolff Tips: 1) lekker even lunchen in de eetkamer/keuken 2) 9-5 loslaten en een (bos)wandeling maken halverwege de dag 3) koop zo'n ding om ook sommig werk staand te doen en wissel af met zitten aan je bureau"
X Link 2024-08-02T05:03Z [----] followers, [--] engagements
"@Blogaap @destandaard Naast straatprotesten die inderdaad niet zeldzaam zijn (integendeel) zijn protesten bij Pinduoduo en Temu ook niet zo zeldzaam. Is dit jaar al een paar keer gebeurd. Onderstaande foto is b.v. van begin dit jaar. Met vooral dat iedereen elkaar weer aan het papegaaien is"
X Link 2024-08-03T14:13Z [----] followers, [--] engagements
"@david__moser On our last tour in April we had to inform our group of visitors we couldn't go to the Forbidden City since our agent wasn't able to get tickets. It was really disappointing for some of them that had looked forward to it so much"
X Link 2024-08-05T17:01Z [----] followers, [----] engagements
"@liqian_ren 🤣 Datong has a replica if tge palace of Prince Dai which also looks a lot like the forbidden city and a replica of the city wall that's like Xi'an's city wall. I see a market for shanzhai vacations. 😉"
X Link 2024-08-06T05:40Z [----] followers, [--] engagements
"Alibaba's Hema (Freshippo) profitable for [--] months won't be sold (or 'how Hema's new CEO reversed a cluster****') Those who have been following me know my interest in the ups and downs of Alibaba's Hema supermarkets. As I described this year in two reports for Tech Buzz China Hema's road has been one of accelerating breaking and swerving through more than [--] different store formats. Rumours have been circulating since the end of [----] that Alibaba would sell the supermarket chain and Hema's founder Hou Yi resigned four months ago. Yan Xiaolei Hema's new CEO and former CFO has told the"
X Link 2024-08-07T10:13Z [----] followers, [---] engagements
"Becoming the richest by selling the cheapest. Pinduoduos founder Colin Huang surpassed Zhong Shanshan to become China's richest person with a net worth of USD48.6 bln according to the Bloomberg Billionaires Index. Tencent's CEO Ma Huateng ByteDance's ex-CEO Zhang Yiming and Alibaba's founder Jack Ma ranked 3rd to 5th. https://t.co/ksuvxlSCXU Pinduoduos founder Colin Huang surpassed Zhong Shanshan to become China's richest person with a net worth of USD48.6 bln according to the Bloomberg Billionaires Index. Tencent's CEO Ma Huateng ByteDance's ex-CEO Zhang Yiming and Alibaba's founder Jack Ma"
X Link 2024-08-09T07:54Z [----] followers, [---] engagements
"@Desiree55443805 @ADnl Fake news . https://www.snopes.com/fact-check/video-workers-temu-warehouse/ https://www.snopes.com/fact-check/video-workers-temu-warehouse/"
X Link 2024-08-09T08:46Z [----] followers, [--] engagements
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