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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
March, 2012



 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

                                                              MARCH, 2012



                                                           Index


                                                                                                                Page
                                               Graph /Table Content
                                                                                                               Number
                   Market size of China SNS users 2008-2014                                                          2
                   Homepage of Mogujie – a key player in this market                                                 2
                   Key players of social commerce inChina                                                            3
                   Comparison for major China social commerce sites                                                  4
                   Attention rate for categories from social commerce site in 2011                                   5
                   Homepage of Tmall.com                                                                             7
                   Screenshot of Tmall streaming video online shopping                                              8
                   Incomplete list of Pinterest clones in China                                                     9
                   Overview of Pinterest clones in China                                                            10
                   Homepage of Myluxbox.com                                                                         11
                   Snapshot of Myluxbox.com                                                                         12


                                                                      Page                                Page
    Quoted               Page               Quoted platform                 Quoted platform
                                                                     Number                              Number
brand/enterprise        Number
                                               360buy.com                1         Meilishuo.com             3,4,9
    COFCO                   1
                                                Budou.com                9         Mishang.com                 9
     Gome                   6
    Renren                  1                 Dangdang.com              1,6         Mogujie.com              2,3,4,9
    Taobao                  9                  Douban.com                11        Myluxbox.com               11,12
                                              Duitang.com              3,4,9        Peifoo.com                  9
                                              Dutu.qq.com                9          Pinfun.com                  9
                                                ejingxi.com              9         Pinterest.com              9,10
                                               Faxianla.com              9          Pintutu.com                9
                                               Fengche.com               1          Renrenc.om                 11
                                                 Hers.com               3,4          Tmall.com                7,8
                                               Huaban.com              9,10         Vipshop.com                 1
                                                iCaitu.com               9           Weibo.com                 11
                                              Kaixin001.com              11         Womai.com                   1
                                               like.etao.com             9       Wowtaobao.com                 9
                                                Linkchic.com            3,4
                                                                                     Zhimei.com                9
                                               Markpic.com               9




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

                                                          MARCH, 2012



Digital Strategy Advisory
 About L’Atelier BNP Paribas                                               Headquarter
                                                               Paris       16, rue de Hanovre
                                                                           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:
 firm, part of BNP Paribas Group.               Cloud Nine Plaza, 9/F
                                                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




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e-Commerce Insider Report (March 2012) | Summaryry

  • 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 March, 2012  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 MARCH, 2012 Index Page Graph /Table Content Number Market size of China SNS users 2008-2014 2 Homepage of Mogujie – a key player in this market 2 Key players of social commerce inChina 3 Comparison for major China social commerce sites 4 Attention rate for categories from social commerce site in 2011 5 Homepage of Tmall.com 7 Screenshot of Tmall streaming video online shopping 8 Incomplete list of Pinterest clones in China 9 Overview of Pinterest clones in China 10 Homepage of Myluxbox.com 11 Snapshot of Myluxbox.com 12 Page Page Quoted Page Quoted platform Quoted platform Number Number brand/enterprise Number 360buy.com 1 Meilishuo.com 3,4,9 COFCO 1 Budou.com 9 Mishang.com 9 Gome 6 Renren 1 Dangdang.com 1,6 Mogujie.com 2,3,4,9 Taobao 9 Douban.com 11 Myluxbox.com 11,12 Duitang.com 3,4,9 Peifoo.com 9 Dutu.qq.com 9 Pinfun.com 9 ejingxi.com 9 Pinterest.com 9,10 Faxianla.com 9 Pintutu.com 9 Fengche.com 1 Renrenc.om 11 Hers.com 3,4 Tmall.com 7,8 Huaban.com 9,10 Vipshop.com 1 iCaitu.com 9 Weibo.com 11 Kaixin001.com 11 Womai.com 1 like.etao.com 9 Wowtaobao.com 9 Linkchic.com 3,4 Zhimei.com 9 Markpic.com 9 1
  • 3. L’ATELIER | INNOVATION CENTER OF BNP PARIBAS SHANGHAI, P.R. CHINA MARCH, 2012 Digital Strategy Advisory About L’Atelier BNP Paribas Headquarter Paris 16, rue de Hanovre 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: firm, part of BNP Paribas Group. Cloud Nine Plaza, 9/F 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