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L’ATELIER | INNOVATION CENTER OF BNP PARIBAS
                                                SHANGHAI, P.R. CHINA




                                                    Report compiled by:

                                                    Emily ZHOU (Shanghai)
                                                    Market Research Analyst

                                                    Cecilia WU (Shanghai)
                                                    Market Research Analyst
August, 2012
                                                    Scott SI (Shanghai)
                                                    Market Research Analyst
 E-COMMERCE INSIDER
    YOUR CHINA MONTHLY REPORT, BY L’ATELIER



In this issue




                                              Disclaimer

                                              The analysts mentioned above hereby certify that their
                                              views about the companies discussed in this report are
                                              accurately expressed and that they have not received
                                              and will not receive direct or indirect compensation in
                                              exchange for expressing specific recommendations or
                                              views in this report.

                                              The information and opinions in this report were
                                              prepared by L’Atelier BNP Paribas, a wholly owned
                                              company of BNP Paribas Group.

                                              Usage of this document request license agreement.
L’ATELIER | INNOVATION CENTER OF BNP PARIBAS
                                            SHANGHAI, P.R. CHINA

                                            August, 2012



                                          Index


                                                                                Page
                       Graph /Table Content
                                                                               Number
CPI vs eCPI                                                                        2

Online price trend in July                                                         3

Incomplete list of B2C platforms having layoff scandal                             4
LaRedoute’s online presence in China                                               5
Five ranking factors and their specific parameters                                 6
Laiwang Social Network: Alibaba vs Sina                                            7
Wangxin Mobile Instant Messaging: Alibaba vs Tencent                               8
Key statistics for price war of “8.15”                                             9
Glimpse of Communication Bank’s Taobao Store                                      11

        Quoted                    Page
                                                        Quoted platform            Page Number
    brand/enterprise             Number
Suning                           1,9,10              Dangdang.com                      1,10
                                                     Jiapin.com                         1,3
Walmart                            1
                                                     Gaopeng.com                        1,3
Redcat                             5                 Dianping.com                        1
PPR                                5                 Ftuan.com                          1,3
LaRedoute                          5                 Yihaodian.com                       1
                                                     eTao.com                            2
Alipay                            6,12               Xiu.com                             4
Sina                               7                 Vcotton.com                         4
                                                     Shangpin.com                        4
Tencent                            7
                                                     OKBuy.com                           4
Alibaba                           7,8                Rakuten.cn                          4
Gome                              9,10               Alibaba.com                         4
Communication Bank                 11                Qunar.com                           4
                                                     Dazhe.com                           4
                                                     l.sina.com.cn                       4
                                                     58.com                              4
                                                     Taobao.com                    5,6,7,8,11,12
                                                     360Buy.com                       5,9,10
                                                     Tmall.com                           6
                                                     C008.com                           10
                                                     51Buy.com                          10




                             1
L’ATELIER | INNOVATION CENTER OF BNP PARIBAS
                                                         SHANGHAI, P.R. CHINA

                                                         August, 2012




     Digital Strategy Advisory
About L’Atelier BNP Paribas                                               Headquarter
                                                                          16, rue de Hanovre
                                                              Paris       75002 Paris – France
For more than 30 years, L’Atelier has
been working as an “innovation
enabler” for international groups and
mid-cap companies.

L’Atelier provides to companies its
expertise to identify and understand the
major upcoming trends related to the
digital economy.

L’Atelier is an independent consulting         Asia Regional Office:
                                               Cloud Nine Plaza, 9/F
firm, part of BNP Paribas Group.               1118, West Yan'an Road
                                               200052 Shanghai - China
                                               (8621) 62818533
                                                                                                Shanghai

Other available products
                                                                          US Regional Office:
   Research                                                              2415, 3rd street - suite 231
                                                                          San Francisco, CA 94107 - USA
-   Customized reports                                                    1(415) 8745525
-   Case studies reports
-   Markets studies
-
   Advisory
-   e-Commerce Advisory
-   Market Entry Advisory                                                                 San Francisco
-   Investment Advisory

 Workshops
- Promotional events
- Learning Expeditions

Download corporate presentation at:
http://tinyurl.com/3ab45py




                                           2

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e-Commerce Insider Report (August 2012) | Summary

  • 1. L’ATELIER | INNOVATION CENTER OF BNP PARIBAS SHANGHAI, P.R. CHINA Report compiled by: Emily ZHOU (Shanghai) Market Research Analyst Cecilia WU (Shanghai) Market Research Analyst August, 2012 Scott SI (Shanghai) Market Research Analyst  E-COMMERCE INSIDER YOUR CHINA MONTHLY REPORT, BY L’ATELIER In this issue Disclaimer The analysts mentioned above hereby certify that their views about the companies discussed in this report are accurately expressed and that they have not received and will not receive direct or indirect compensation in exchange for expressing specific recommendations or views in this report. The information and opinions in this report were prepared by L’Atelier BNP Paribas, a wholly owned company of BNP Paribas Group. Usage of this document request license agreement.
  • 2. L’ATELIER | INNOVATION CENTER OF BNP PARIBAS SHANGHAI, P.R. CHINA August, 2012 Index Page Graph /Table Content Number CPI vs eCPI 2 Online price trend in July 3 Incomplete list of B2C platforms having layoff scandal 4 LaRedoute’s online presence in China 5 Five ranking factors and their specific parameters 6 Laiwang Social Network: Alibaba vs Sina 7 Wangxin Mobile Instant Messaging: Alibaba vs Tencent 8 Key statistics for price war of “8.15” 9 Glimpse of Communication Bank’s Taobao Store 11 Quoted Page Quoted platform Page Number brand/enterprise Number Suning 1,9,10 Dangdang.com 1,10 Jiapin.com 1,3 Walmart 1 Gaopeng.com 1,3 Redcat 5 Dianping.com 1 PPR 5 Ftuan.com 1,3 LaRedoute 5 Yihaodian.com 1 eTao.com 2 Alipay 6,12 Xiu.com 4 Sina 7 Vcotton.com 4 Shangpin.com 4 Tencent 7 OKBuy.com 4 Alibaba 7,8 Rakuten.cn 4 Gome 9,10 Alibaba.com 4 Communication Bank 11 Qunar.com 4 Dazhe.com 4 l.sina.com.cn 4 58.com 4 Taobao.com 5,6,7,8,11,12 360Buy.com 5,9,10 Tmall.com 6 C008.com 10 51Buy.com 10 1
  • 3. L’ATELIER | INNOVATION CENTER OF BNP PARIBAS SHANGHAI, P.R. CHINA August, 2012 Digital Strategy Advisory About L’Atelier BNP Paribas Headquarter 16, rue de Hanovre Paris 75002 Paris – France For more than 30 years, L’Atelier has been working as an “innovation enabler” for international groups and mid-cap companies. L’Atelier provides to companies its expertise to identify and understand the major upcoming trends related to the digital economy. L’Atelier is an independent consulting Asia Regional Office: Cloud Nine Plaza, 9/F firm, part of BNP Paribas Group. 1118, West Yan'an Road 200052 Shanghai - China (8621) 62818533 Shanghai Other available products US Regional Office:  Research 2415, 3rd street - suite 231 San Francisco, CA 94107 - USA - Customized reports 1(415) 8745525 - Case studies reports - Markets studies -  Advisory - e-Commerce Advisory - Market Entry Advisory San Francisco - Investment Advisory  Workshops - Promotional events - Learning Expeditions Download corporate presentation at: http://tinyurl.com/3ab45py 2