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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
February 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

                                          FEBRUARY 2012



                                       Index


                                                                                          Page
                             Graph /Table Content
                                                                                         Number
Chinese internet user size 2005-2011                                                      2
Chinese mobile internet user size 2008-2011                                               3
Internet usage overview for the first half of 2011                                        4
China e-commerce users structure                                                          5
Forecast of transaction size of online shopping in China 2008-2015                        6
Structure of China online transaction 2009-2015                                           7
Top performers of B2C market share in China in 2011                                       8
List of bold moves made by 360buy lately                                                  9
Snapshot of angry bird on Taobao Mall                                                     12



        Quoted             Page
                                              Quoted platform          Page Number
    brand/enterprise      Number

        Angry Birds          11,12              360buy.com               7,8,9,10,11
        Facebook               1                360top.com                    9
          Gome                 11                51buy.com                    8
    Mercendes-Benz            10                Alibaba.com                   1
         Suning               7                 Amazon.com                    8
         Walmart              1                  Coo8.com                     8

      Wanda Group              1               Dangdang.com                 7,8,11
                                                e.360buy.com                  10
                                              hotel.360buy.com                10
                                                Kaixin001.com                 1
                                                  m18.com                     8
                                                Minitiao.com                  9
                                                Newegg.com                    8
                                                Redbaby.com                   8
                                                Shangpin.com                   1
                                                 Suning.com                  7,8
                                                 Taobao.com                  1,11
                                                  Tmall.com                7,8,9,11
                                                  Vancl.com                  7,8
                                                Yihaodian.com                  1




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

                                                          FEBRUARY 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

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e-Commerce Insider Report (February 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 February 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 FEBRUARY 2012 Index Page Graph /Table Content Number Chinese internet user size 2005-2011 2 Chinese mobile internet user size 2008-2011 3 Internet usage overview for the first half of 2011 4 China e-commerce users structure 5 Forecast of transaction size of online shopping in China 2008-2015 6 Structure of China online transaction 2009-2015 7 Top performers of B2C market share in China in 2011 8 List of bold moves made by 360buy lately 9 Snapshot of angry bird on Taobao Mall 12 Quoted Page Quoted platform Page Number brand/enterprise Number Angry Birds 11,12 360buy.com 7,8,9,10,11 Facebook 1 360top.com 9 Gome 11 51buy.com 8 Mercendes-Benz 10 Alibaba.com 1 Suning 7 Amazon.com 8 Walmart 1 Coo8.com 8 Wanda Group 1 Dangdang.com 7,8,11 e.360buy.com 10 hotel.360buy.com 10 Kaixin001.com 1 m18.com 8 Minitiao.com 9 Newegg.com 8 Redbaby.com 8 Shangpin.com 1 Suning.com 7,8 Taobao.com 1,11 Tmall.com 7,8,9,11 Vancl.com 7,8 Yihaodian.com 1 1
  • 3. L’ATELIER | INNOVATION CENTER OF BNP PARIBAS SHANGHAI, P.R. CHINA FEBRUARY 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