The next version of WeChat will bring the two big impact.

Tencent WeChat team is now just preparing the next version of WeChat, and the some screenshot of them was leaked. Looking them, I think that this version will bring the two big impacts to users.

1. Linkage function with EC site.

WeChat already has the function of scanning the QR code, but they will add the function of scanning the bar code. Users can directly go to the EC site to check the price of the product that they scanned via this function.

As far as looking the above picture, this function will support Amazon China and Dangdang at this time. But Tencent also has their own EC site, so they maybe add the linkage function with it till the public version.

Social Ecommerce is a trend of this year in China, and the alliance of Sina Weibo and Alibaba also should head for realization of this, but it follows that WeChat will preempt to them.


2. Changing the display method of official accounts.

In the current version, the official accounts are independently displayed on Chat page. But from the next version, these official accounts will be displayed all in one piece as the menu of "Official account".

I think that it will be a big impact for marketer of WeChat. Because There is all the difference directly displayed in the top page and needed one more click.

As I explained before, Tencent WeChat team doesn't want users to use WeChat as a marketing tool. So this may be a one of step for it.



Other function will also be added to the new version of WeChat, but there is less impact than two things above.

I think that it may be high time to re-consider the method of using WeChat as a business tool.


Source => TechWeb, 36kr, Netease Mobile

Chinese mobile EC users will be estimated to increase to 353 million people in the end of 2015.

iiMedia recently published the summary report of mobile EC market in China.
According to this report, they estimated that the number of mobile EC user will increase to 352 million people in the end of 2015 in China.

In the end of 2012, the number of mobile EC user was 149 million people. And this was increasing 62.0% compared to 2011. And they estimate that the number of mobile EC users will become over 300 million people in the end of 2014 in China.


Next is a graph of the market scale from 2009 to 2015.

In 2009, this market scale was 790 million RMB(= 126.08 million USD). But this market was rapidly growing in a few years, this market scale became 47.86 billion RMB(= 7.64 billion USD) in 2012.
And they also estimate this market scale will be growing to 253.65 billion RMB(= 40.48 billion USD) in 2015.


Next is the market share of service provider in mobile EC.

The king of EC market in China, Taobao, have 62.7% market share in 2012. And next position is 360buy.com (now they already changed the name to "JD.com"), and they have 16.7% market share. And third position is the QQbuy that is provided by Tencent, and they have 4.5% market share.


Next is the market share by each mobile OS.

According to the report by CNNIC, the selling share of Android smartphone in China was 86.2% in 2012. Android smartphone is the most popular device in China, and it also have 62.5% share in this market.

And next position is iOS(iPhone/iPad), and they it have 37.7% market share.

Last is the usage graph by time zone.

The utilization rate start to increase after 19 o'clock, and it peak time is from 23 to 24 o'clock.


Mobile EC is the hottest market in Chinese mobile internet area, and Sina Weibo and other new faces also joined to this market. We also have to keep watching the movement in this market as before.


Source => Moobuu

Weibo Wallet made a good start, 50000 Xiaomi mobile was sold out in a little longer than 5 minutes.

I explained that Sina Weibo start to provide their payment system "Weibo Wallet" before.

And I also explained that they have a plan of start campaign with Xiaomi mobile. They set 50000 Xiaomi mobile on there at December 21, but as a result these were sold out just 5 minutes 14 seconds.

Official account of Weibo Wallet said finally 1,300,000 people reserved this mobile phone, and related tweet was forwarded 2,400,000 times.

Watching this result so far, it can be said that Weibo Wallet made a good start. But Xiaomi mobile is one of the most popular mobile phone in China now, so there is some possibility that this result was issued from the popularity of Xiaomi mobile.


But anyway, it is a glaring fact that Weibo Wallet got the measurable registered users at this time. And they said that they extend the partnership with many suppliers in future, they also said that all company are welcomed.

We have to keep attention whether Weibo Wallet can get the big success or not as before.


Source => Official account of Weibo Wallet, WestE

Sina Weibo started to provide their payment system "Weibo Wallet".

A few days ago, Sina Weibo started to provide their payment system "Weibo Wallet(微博钱包)".

Its account is tied up the account of Sina Weibo, and its user not just can buy some goods, but also can pay the utility expenses.

It can charge money from bank, mobile phone, Weibi and so forth.

Now they have a campaign with Xiaomi, they announced on their top page that they will start to sell the new mobile phone of Xiaomi from December 21.

I said that Sina Weibo already started monetization before, they may start to enhance their EC solutions in earnest. I will keep watching its action as ever.


Source => TechWeb

Alipay achieved the trade of 19.1 billion RMB in one day on "Single Day" sales. [Infographic]

In China, November 11 is a day called "光棍节(Singles Day)" for people who are living the single life. The largest online payment service "Alipay" achieved the trade of 19.1 billion RMB in one day on that day. Next infographic is the time series of this achievement.

0:10  Their transaction amount hit 250 million RMB.

0:37  Their transaction amount hit 1 billion RMB.

1:10  Their transaction amount hit 2 billion RMB.

2:19  Their transaction amount hit 3.37 billion RMB, and this number is total amount in the previous year.

8:16  Their transaction amount hit 5 billion RMB.

11:18  Their transaction amount hit 7.9 billion RMB, and this equal to the amount that  Cyber Monday recorded in the previous year.

13:38  Their transaction amount hit 10 billion RMB.

Total transaction amount was 19.1 billion in a day.

Other data:

1. Total amount is 19.1 billion RMB, and this breakdown is as follows:

Tmall     13.2 billion RMB

Taobao   5.9 billion RMB

2. Total UV was 213 million people.

3. Total number of orders was 105.8 billion times.

Source => Tmall official account on Sina Weibo

The size of Chinese B2B EC market reached near 3.5 billion RMB in the third quarter, but its growth rate is little bit slow.

According to the report from Eguan, the size of Chinese B2B EC market reached reached 3.45 billion RMB(= 0.55 billion USD) in the third quarter.

It increased 1.8% compared with the previous period, and increased 13.1% compared to the previous year. It can be said that its growth rate is little bit slow after Q2 of 2011.


Next is the market share of B2B EC sales by each companies.

#1 Alibaba   47.4%

#2 Global Sources  9.0%

#3 HC360  4.4%

#4 Made-in-China  3.3%

#5 DHgate.com  2.0%







Alibaba still domain near half of Chinese B2B EC market, but its market share decreased 5.9 point compared with Q4,2011. Global Sources also decreased their market share, and it decreased 6.0 point compared with Q4,2011.


According to the report by eMarketer, Chinese B2C EC market is estimated high growth rate. Its growth rate is estimated increasing 94.1% compared with 2011, and the number of online buyers on the mainland will rise to nearly 220 million people this year.

B2B EC market continue slow growth rate, but Eguan said that B2B2C market will be promising market in near future. We have to keep watching the trend and action of each related companies.



Source => Eguan-1, Eguan-2, eMarketer

Taobao have over 100 million mobile users now. [INFOGRAPHIC]

Taobao is a biggest EC marketplace in China, but now they have over 100 million mobile users.

In the first quarter, its mobile user increased 15 million people, and it's estimated that its mobile user will be over 200 million in the end of 2012.










The ratio of its Mobile user and PC user is  1 to 5, so it means Taobao PC user exists over 500 million people.







The half of its mobile users use PC at the same time.










Its mobile user become the most active in the weekend.











Recently women buyer is especially increasing, and the category of women clothes and shoes are rapidly increasing sales.








Android V.S. iOS in March

Android 42%
iOS       58%
(iPhone 47%, iPad 11%)






Which users are buying items more?

1. The amount of items
Android   37%
iOS         63%
(iPhone 49%, iPad 14%)

2. The amount of money
Android    22%
iOS         78%
(iPhone 58%, iPad 20%)




Original article => Sina Weibo

In China, already over 30 sites exists that similar to the 'Pinterest'.

According to the news, in China there are over 30 sites that is similar to the 'Pinterest'.
And, Chinese internet giants also start its service as following.

* Dutu - Tencent(who provide QQ, Tencent Weibo and so on)

* Renren Guangjie - Renren(who is #1 SNS site in China)

* Kaixin - Jipin - Kaixin(who is #2 SNS site in China)

As a independent company mainly exists as follows.

* Huaban

* Duitang

Furthermore of course EC sites such as Taobao, Vancle and Dandan also start to prepare similar to the Pinterest service.


At the beginning of 2011, it was appeared a lot of service that similar to the Groupon, but in 2012, it will be appeared a service similar to the Pinterest as ever too.

Sina Weibo will start to accelerate their EC business.

According to the news, Sina Weibo invested 9 million RMB to EC comapny "Kuaishubao" by using their Weibo specific fund.

Kuaishubao is a one of EC company in China for selling mainly books, and it's a their feature they deliver ordered products within in a hour on large cities(ex. Beijing, Shanghai, Shenzhen and so on).

Actually, you may feel 9 million RMB is a little bit less amount, but Sina Weibo said their one of profit source will be EC business, so this action is a prologue that they start to accelerate their EC business.


We will have to keep attentions what Kuaishubao will do actions on Sina Weibo from now on.


Original article => TechWeb