Industry Insight
E-Commerce Landscape Between India & China
Release Date: Aug 15, 2017
Although it looks like an already well-defined segment, with a great deal of news continuously releasing, the undercurrent of strategic innovation from companies movement will never stop.
- In China, the whole segment is trying to shift their eyes from online to offline to occupy whatever they think make sense in the name of “New Retail”. Like driverless cars, Alibaba unveiled a staff-less/cashier-free offline cafe called “Tao Cafe” (淘咖啡) to “INSPIRE THE INDUSTRY ONLY”.
- In India, M&A (mergers and acquisitions) are the current keywords. Not only local Indian players, big Internet giants from both US and China seem to never give up to participate in the market somehow.
When we look at the current e-commerce landscape between India and China, we find more similarities than differences. The following chart gives you a clear visual of the peer-leading companies in each specific segment.
Chinese Peers Brief Information
| Company Logo | Company Name | Category(ies) | Financial Status* | One Sentence Description | |
|---|---|---|---|---|---|
 | Taobao | Full-stack, C2C | NYSE: BABA | AlibabaÍs subsidiary, one of ChinaÍs biggest online full-stack marketplaces with 189 million mobile DAUs(Daily Active Users), and 468 million mobile MAUs(Monthly Active Users) as of May 31, 2017. | |
 | TMall | Full-stack, B2C | NYSE: BABA | AlibabaÍs subsidiary, a B2C website launched for a different listings of either brand owners or authorized distributors, apart from TaobaoÍs C2C merchants. | |
 | JD.com | Full-stack, B2C | NASDAQ: JD | JD.com is a Chinese leading e-commerce company with 236.5 million active customer accounts as of Mar 2017. | |
 | Amazon | Full-stack, B2C | NASDAQ: AMZN | Global e-commerce giant in China. | |
 | Suning | Full-stack, B2C | SZSE: 002024 | Transformed from a pure offline appliance chain store, Suning.com now ranks among top three Chinese B2C companies. | |
 | YHD | Full-stack, B2C | Meaning of “#1 shop”, Yihaodian is a Chinese online e-commerce website, and acquired by Walmart in July 2015. | ||
 | Gome | Full-stack, B2C | SEHK: 493 | Exactly similar to Suning, Gome has been transformed from a offline appliance chain store to an online e-commerce provider. | |
 | Dangdang | Full-stack, B2C | NYSE: DANG | Established in 1999, originally was the top online book store in China, now provides full-stack categories. | |
 | Yanxuan | Full-stack, ODM | NASDAQ: NTES | Meaning of “Strictly Selected”, Yanxuan is a newly emerging “New Retail[1]” and one of the most famous ODM(Original Design Manufacturer) model e-commerce representative in China. Yanxuan is a subsidiary of NetEase. | |
 | VIP.com | Fashion, Discount / Clearance | NYSE: VIPS | VIPSHOP(vip.com) is a website dedicated to special sale offers. The focus of VIPSHOP is genuine brands, while offering deep discounts and limited time based sales. | |
 | Mogujie | Fashion, Women, | D Round: 200 million USD, Nov 21, 2015 | Mogujie is a female fashion media and e-commerce platform, dedicated targeting young women between 18-23 years old. | |
 | Juanpi | Fashion, Discount / Clearance | C Round: 600 million RMB, Apr 13, 2016 | China’s leading sales offer e-commerce platform. | |
 | Shangpin | Fashion, Luxury | C Round: 50 million USD, July 1, 2011 | China’s leading fashion and luxury e-commerce, established strong global fashion supply chain. | |
 | SECOO | Fashion, Luxury | E Round: 50 million USD, July 8, 2015 | SECOO, a global elite retail & service platform, is committed to provide a one-stop-life-solution for high-end consumers via 6 core business units, SECOO E-mall, SECOO Big Data, SECOO Media, SECOO Auction, SECOO Finance and SECOO Supply Chain. | |
 | Tootoo | Fresh Food | N.A | One of the biggest organic fresh food e-commerce in China, Tootoo is a subsidiary of Ninetowns Internet Technology Group Company Limited. | |
 | MissFresh | Fresh Food | C Round: 100 million USD, Jan 20, 2017 | China’s leading fresh food e-commerce. | |
 | FruitDay | Fresh Food | D+ Round: 100 million RMB, Aug 8, 2016; D Round: 100 million USD, Mar 29, 2016 | Starting from fruit, FruitDay already expanded to fresh food such as sea food, vegetable, etc. | |
 | Yiguo | Fresh Food | C+ Round: 500 million USD, Nov 9, 2016 | Leading fresh food e-commerce. | |
 | HemaFresh | Fresh Food | N.A | Alibaba’s online-offline fresh food e-commerce. | |
 | benlai.com | Fresh Food | C Round: 117 million USD, May 24, 2016 | Well-known fresh food e-commerce in China. | |
 | Bee Quick | Fresh Food | 70% of shares acquired by huimin.com on Feb 9, 2017 | Mobile only e-commerce, provide within 1 hour delivery. | |
 | Mia | Baby / Parenting, Discount / Clearance, Cross-border | E Round: Undisclosed Amount, Oct 28, 2016; D Round: 150 million USD, Sept 8, 2015 | Famous Chinese clarence e-commerce dedicated in imported baby/parenting goods. | |
 | m6go | Baby / Parenting, Cross-border | B Round: 50 million USD, May 8, 2015 | Cross-border baby/parenting e-commerce from China, VIP.com also invested in. | |
 | Xiaomi | Electronics | E Round: Undisclosed Amount, Apr 27, 2015; E Round: 1.1 billion USD, Dec 29, 2014 | One of the largest electronics e-commerce provider in China. Besides Mi phones and their own products like Mi TV, Xiaomi also sell dozens of different electronics and home appliances made by its ecosystem partners. | |
 | aihuishou | 2nd Hand, Electronics, C2B | D Round: 400 million RMB, Dec 21, 2016 | Meaning of “Love Recycling”, aihuishou is a bidding-based C2B platform for recycling, selling second-hand, renting, fixing electronic items such as mobile phones towards individuals as well as organizations. | |
 | Jumei | Beauty, Discount / Clearance | NYSE: JMEI | China’s No.1 online retailer of beauty products, especially for makeup and skincare brands. | |
 | Ymatou | Cross-border, Discount / Clearance | B Round: 100 million USD, Jan 26, 2015 | Ymatou was founded in 2009, it is a cross-border e-commerce platform for C2C and B2C products. | |
 | Xianyu | 2nd Hand | N.A | Meaning of “Free Fish”, xianyu is Alibaba’s flea marketplace. | |
 | Zhuanzhuan | 2nd Hand | Round A: 200 million USD from Tencent after split, Apr 18, 2017 | An online flea market, previously owned by 58Ganji, recently was splitted as an independent entity. | |
 | Guazi | 2nd Hand, Car | Round B: 400 million USD after split, June 15, 2017 | An online car flea market, previously owned by ganji.com, recently was splitted as an independent entity. | |
 | xin.com | 2nd Hand, Car | D Round: 500 million USD, Jan 16, 2017 | China’s famous car flea market. | |
 | Renrenche | 2nd Hand, Car | D Round: 150 million USD, Sept 5, 2016 | China’s famous car flea market. | |
 | Tiebaobei.com | 2nd Hand, Construction Machinery | C Round: 200 million RMB, Apr 20, 2016 | 2nd hand e-commerce platform focus on construction machineries. | |
 | Alibaba.com | B2B | NYSE: BABA | Alibaba.com, the primary company of Alibaba, is the world's largest online business-to-business trading platform for small businesses. | |
 | Zhaogang.com | B2B | F Round: Pre-IPO, Undisclosed Amount, July 4, 2017 | Steel B2B e-commerce. | |
 | Zhaosuliao.com | B2B | B Round: 36 million USD, July 28, 2015 | Plastic B2B e-commerce. | |
 | Zhaomei.com | B2B | A Round: 10 million USD, Aug 1, 2015 | Coal B2B e-commerce. | |
 | 51zhaoyou.com | B2B | A+ Round: 8 million USD, Apr 5, 2017; A+ Round: 10 million USD, Dec 30, 2016 | Petroleum B2B e-commerce. | |
 | Zhaosha.com | B2B | Angel Round: Undisclosed Amount, May 01, 2016 | Yarn B2B e-commerce. | |
 | Yimutian | B2B, Agriculture | C Round: Dozens of millions of USD, Nov 1, 2016 | China’s agricultural B2B deal matchmaking e-commerce platform. | |
 | Huimin.cn | B2B | B Round: 1.3 billion RMB, Sept 4, 2016 | B2B wholesale e-commerce platform focus on residence or commerce communities’ small supermarkets. | |
 | Easy Print | B2B | C Round: 350 million RMB, Jun 29, 2016 | One stop online printing e-commerce. | |
 | DHGate.com | B2B | D Round: Undisclosed Amount, Sept 12, 2014 | DHgate.com is a business-to-business e-commerce website that facilitates the sale of manufactured products from small and medium enterprises to buyers. | |
 | Huitongda | Rural | B Round: 300 million RMB, Jun 28, 2016 | Mainly focus on home appliance e-commerce and supply chain for rural area. | |
 | meicai | B2B | D Round: 200 million USD, Jun 4, 2016 | Meicai is a mobile e-vendor of agricultural products, which serves tens of thousands of small and medium-sized restaurants in China. | |
 | Makepolo | B2B, Procurement | B Round: 22.5 million USD, Sept 1, 2014 | Makepolo operates a Chinese business-to-business pay-for-performance website. It provides intelligent procurement search, transaction, and financial services for small- and medium-sized enterprises. | |
 | RuralTaobao | Rural | N.A | Alibaba’s rural e-commerce portal. | |
 | Xiaohongshu | Cross-border | C Round: 100 million USD, Mar 31, 2016 | Meaning of “Little Red Book”, Xiaohongshu started as an overseas shopping tip app, but transformed to a cross-border e-commerce platform. | |
 | Kaola | Cross-border | N.A | Famous cross-border e-commerce platform under NetEase. | |
 | Daling | Cross-border | D Round: 500 million RMB, Dec 16, 2016 | Cross-border e-commerce platform. | |
 | Fengqu | Cross-border | N.A | Cross-border e-commerce platform under SF Express. |