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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
June, 2011



 E-COMMERCE INSIDER
    YOUR CHINA MONTHLY REPORT, BY L’ATELIER



In this issue

                                              MARKET
                                              STRATEGY
                                              NEW PLAYERS




                                                            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

                                                                          JUNE, 2011




                                                                       Index

                                                                                                                          Page
                                              Graph /Table Content
                                                                                                                         Number
2010 Market share of various online categories by turnover                                                                 2
2010 Top B2C platforms by turnover                                                                                         3
2010 Top C2C platforms by turnover                                                                                        4
The comparison of adopting e-Commerce as part of selling channel between MNC and Chinese companies                         5
The comparison of using internet/mobile as part of communication channel between MNC and Chinese companies                6
Taobao’s new frame after restructuring                                                                                     7
Pros and cons comparison for Taobao Malls’ first and offline furniture showroom center (ifengchao.com)                    8
General overview of Taobao Mall’s first and offline furniture showroom center (ifengchao.com)                             9
Image of cobranded credit card between Kaixin001 and CMB, the preface of upcoming cobranded “RenRen CMB                   10
credit card”
General overview of Q version of Sina Weibo                                                                               11
Snapshot of shopping mall on Q Sina Weibo                                                                                 12
Clip view of 6 selected second-hand apartments auctioned on the online platform Leju, powered by Sina House               13
The public reactions for selling second-hand properties online                                                            14
Product comparison process on Boogle                                                                                      15
Frontier of B2B platforms entering online retail market                                                                   16

                                                                          Page                                Page
         Quoted                Page                Quoted platform                     Quoted platform
                                                                         Number                              Number
     brand/enterprise         Number
                                                     139 shop.com              3        New egg.com              3
      Alibaba Group               1
                                                      360buy.com           1,2,3         Paipai.com              4
         Android                  1
                                                      Alibaba.com          1,16         QQ mall.com              3
          Casio                   1
                                                          Alipay.com        1,7        qweibo.sina.com           11
  China Merchant Bank            10
                                                      Baiduc.com               4        Redbaby.com              3
       Ebay China                4
                                                          Boogle.cn            15        Renren.com             10
          iPhone                  1
                                                      CN card.com              3       sh.esf.ejuc.com          13
     Softbank Japan               1
                                                          Coo8.com             3       sh.esf.sina.com          13
          Suning                  1
                                                    corp.netsun.com       15,16          Suning.com              1
         Symbian                  1
                                                    Dangdang.com            1,3          t.sina.com              11
         Tencent                 4
                                                      Eachnet.com              4         Taobao.com             4,7
          Yahoo                  1,7
                                                          Etao.com             7       TaobaoMall.com        1,2,3,7,8
                                                     Ifengchao.com             8       tuan.hc360.com           16
                                                   Joyo Amazon.com          1,3          Vancl.com               3
                                                     Kaixin001.com          10           Yahoo.com               1
                                                     Lijia Baby.com            3        Yao.tmall.com            1
                                                          M18.com              3          Youa.com               4


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

                                                          JUNE, 2011




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 (June 2011) | 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 June, 2011  E-COMMERCE INSIDER YOUR CHINA MONTHLY REPORT, BY L’ATELIER In this issue MARKET STRATEGY NEW PLAYERS 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 JUNE, 2011 Index Page Graph /Table Content Number 2010 Market share of various online categories by turnover 2 2010 Top B2C platforms by turnover 3 2010 Top C2C platforms by turnover 4 The comparison of adopting e-Commerce as part of selling channel between MNC and Chinese companies 5 The comparison of using internet/mobile as part of communication channel between MNC and Chinese companies 6 Taobao’s new frame after restructuring 7 Pros and cons comparison for Taobao Malls’ first and offline furniture showroom center (ifengchao.com) 8 General overview of Taobao Mall’s first and offline furniture showroom center (ifengchao.com) 9 Image of cobranded credit card between Kaixin001 and CMB, the preface of upcoming cobranded “RenRen CMB 10 credit card” General overview of Q version of Sina Weibo 11 Snapshot of shopping mall on Q Sina Weibo 12 Clip view of 6 selected second-hand apartments auctioned on the online platform Leju, powered by Sina House 13 The public reactions for selling second-hand properties online 14 Product comparison process on Boogle 15 Frontier of B2B platforms entering online retail market 16 Page Page Quoted Page Quoted platform Quoted platform Number Number brand/enterprise Number 139 shop.com 3 New egg.com 3 Alibaba Group 1 360buy.com 1,2,3 Paipai.com 4 Android 1 Alibaba.com 1,16 QQ mall.com 3 Casio 1 Alipay.com 1,7 qweibo.sina.com 11 China Merchant Bank 10 Baiduc.com 4 Redbaby.com 3 Ebay China 4 Boogle.cn 15 Renren.com 10 iPhone 1 CN card.com 3 sh.esf.ejuc.com 13 Softbank Japan 1 Coo8.com 3 sh.esf.sina.com 13 Suning 1 corp.netsun.com 15,16 Suning.com 1 Symbian 1 Dangdang.com 1,3 t.sina.com 11 Tencent 4 Eachnet.com 4 Taobao.com 4,7 Yahoo 1,7 Etao.com 7 TaobaoMall.com 1,2,3,7,8 Ifengchao.com 8 tuan.hc360.com 16 Joyo Amazon.com 1,3 Vancl.com 3 Kaixin001.com 10 Yahoo.com 1 Lijia Baby.com 3 Yao.tmall.com 1 M18.com 3 Youa.com 4 1
  • 3. L’ATELIER | INNOVATION CENTER OF BNP PARIBAS SHANGHAI, P.R. CHINA JUNE, 2011 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