中国电子商务竞争分析以及LED网上销售可能性.ppt

SCHINKEL10 Analyst PresentationMASTER2011-06-17 AP_GF edition incl.backups_sent.pptx,Textmasterformate durch Klicken bearbeiten,Zweite Ebene,Dritte Ebene,Vierte Ebene,Fnfte Ebene,Titelmasterformat durch Klicken bearbeiten,China strategic options I,March 2012,I Page,*,Titelmasterformat durch Klicken bearbeiten,Click to edit Master text styles,Second level,Third level,Fourth level,Fifth level,China strategic options I February 2012 I Page,*,Click to edit Master text styles,Second level,Third level,Fourth level,Fifth level,Titelmasterformat durch Klicken bearbeiten,China strategic options I,March,2012 I Page,*,E-commerce in China,Type,Name,Polularity,Service,Product,Estimated MS,growth,Customer,profile,3,Role,of Website,in business,4,Website address,Visitors in,%,1,Visitors,growth trend,Sales/Billion,yuan in 2011,2,Credibility from,visitors,National,Coverage,Diversified,LUM,Component,B2B,Alibaba,1.3,-,-,-,plattform,HC360,0.4,-,-,-,plattform,youboy,0.2,-,-,-,plattform,B2C,Tmall,7,100,plattform,T,360buy,2.5,30.9,self-operate,Amazon,0.9,4.7,self-operate,dangdang,1.2,3.4,both,QQ-shop,0.1,-,plattform,B2C,*,Suning,0.25,6,self-operate,Gome,0.13,2,self-operate,C2C,Taobao,17.5,1000,plattform,1.Visitors%of chinese internet users by China Websites Ranking between 2011.102012.3,2.Sales according to estimate from internet search,3.According to income level with 1:high-income;2:Middle-income;3:Low-income,4.Self-operate:Website dominate online transaction,otherweise only als plattform provider,*.With strong real sales channel,2,2,2,3,2,2,3,2,People are so crazy about internet and online shopping,35,%,30,%,25,%,20,%,15,%,10,%,5,%,0,1,400,1,200,1,000,800,600,400,200,0,2010,1,340,2008,1,328,2006,1,314,2004,1,300,8,%,Internet Users,Internet users to population,31%,13%,23%,Source:World Bank in million,60,%,55,%,50,%,45,%,40,%,35,%,30,%,25,%,20,%,15,%,10,%,5,%,0,+22%,2015e,363,58%,2014e,314,55%,2013e,269,51%,2012e,228,47%,2011e,187,42%,2010,148,36%,2009,109,32%,online buyers,online buyers to internet users,Source:iResearch Inc.in million,No.of Internet users grow very quickly because of penetration of internet and computer,No.of online buyers grow also very quickly especially in young people,Female,Male,2010.10,45,5%,54,5%,2009.12,46,2%,53,8%,2008.12,49,9%,50,1%,Consumption changes slightly in Gender and Career,other,18,6%,11,4%,Employee in goverment,14,5%,11,9%,Self-emlpoyer,16,1%,13,2%,Student,15,0%,20,1%,Employee in Company,35,8%,43,4%,2010,2009,Source:China Internet Network Information Centre In 2010,Gender,Profile,The whole gender ratio of male to female in the socialty has increased to 116.9:100 in 2010 corresponding to this result,+117,9%,+68,2%,+12,3%,-36,2%,41,7,5%,2,3%,3640,8,5%,3,9%,3135,14,3%,8,5%,2530,31,9%,28,4%,1824,34,0%,53,3%,017,3,8%,3,6%,2010,2009,+53,8%,+24,2%,-11,6%,-53,4%,8000,6,1%,3,3%,50018000,8,0%,5,2%,30015000,19,5%,15,7%,20013000,22,0%,24,9%,10012000,13,9%,29,8%,5011000,9,5%,12,2%,0500,12,2%,7,8%,2010,2009,Age,Income per month in Yuan,Source:China Internet Network Information Centre In 2010,citiesaverage income is 1600 yuan in 2010,As fact of internet penetration increasing,people between 2540 years old with higher salary has become more active in internet business,In last five years,average income has increased at annual rate of 10%.That means more disposable income is available for internet consuption.,Customers are mainly young and with middle-income,So,the internet sales increasing is reasonable.,73%,75%,47%,8,7,6,5,4,%,3,%,2,%,1,%,0,3,000,2,500,2,000,1,500,1,000,500,0,+35%,2015e,2,551,9%,2014e,2,013,8%,2013e,9,1,570,7%,2012e,1,184,5%,2011,774,4%,Internet sales,Internet to total consumption,Source:iResearch in billion yuan,Source:iResearch Inc.in billion yuan,4.5,%,4.0,%,3.5,%,3.0,%,2.5,%,2.0,%,1.5,%,1.0,%,0.5,%,0.0,+70%,2011,774,4%,2010,461,3%,2009,263,2%,2008,128,1%,2007,56,1%,2006,26,0%,Internet sales,Internet to total consumption,In corresponding,the consumption through internet increases sharply with key reasons of convenient and price advantage.,The consumption growth in the future will persistent.,C2C,B2C,2009,59%,41%,2010,62%,38%,2011,66%,34%,2012e,70%,30%,2013e,77%,23%,2014e,86%,14%,2015e,92%,8%,B2C vs C2C,Source:iResearch Inc.in 2011,Source:iResearch Inc.in 2011,Amazon,3%,Suning,17%,Tmall,3%,360buy,VANCL,2%,dangdang,53%,other,2%,1%,ebay,9%,paipai,90%,Taobao,Belong to,the same,company,The total online consumption can be divided into two parts:B2C and C2C,B2C,C2C,9%,24%,26%,Product portfolio of online sales,Source:China Internet Network Information Centre In 2010,42%,3%,24%,27%,Source:iResearch Inc.in 2011,other,cosmertics,book,audio-visual products,other residential products including lighting,residential electrical appliances,prepaid card,clothes,shoes,digital products including labtop,other,book,audio-visual product,cosmetics,3C,electrical applicances,Clothes,shoes,boxes,Including lighting,but very small volume and maily residential application,2010,2011,LED sales through internet,5%,37%,26%,Supermarket,Internet,Outlets,other,Project,According to LED lighting magazines questionnaire in 2011,a total of more than 2000 people including some professionals were involved.The charts above are the answers for the expected development in LED industry,Tongfang lightings Co.,Ltd has sold more 10,000 LED lamps in 2011 through internet,which is 15%of total sales.,Taobao has sold 7000 LED lamps in hours with the price 39.8 yuan in form of Group Buy.,Most expected developing channel,Fastest developing application,7%,17%,48%,Industiral,Residential,Outdoor,LED backlighting,Other,Commercial,Automobile,