2023 E commerce Development Report

Mondo Technology Updated on 2024-01-19

Shared todayE-commerce operationsInformation ".2023 E-commerce Development Report

Content produced by: syntun).

Total material: 40 pages.

Selected Report**: Gongfang "Operation Resource Society".

In 2022, the contribution rate of consumption to economic growth weakened significantly, and urban residents reduced their consumption spending. The investment and financing of consumer goods was cold, and the financing events, the total amount of financing and the single amount all fell sharply. The total retail sales of physical goods continued to grow year-on-year, and the proportion of online retail sales of physical goods increased. In 2022, the year-on-year growth rate of express business volume will slow down, and the epidemic will show single-digit growth for the first time in three years. The epidemic lockdown has caused inconvenience in the purchase of daily necessities, which has led to the growth of online food products. The growth trend of online retail sales of agricultural products is good, and the growth rate has increased by 6% compared with last year4 percentage points. The scale of cross-border e-commerce continues to expand, and the growth is faster than that of online retail as a whole. The RCEP officially came into effect to further promote foreign cooperation, and the state continued to increase policies to guide the development of cross-border e-commerce.

A major change in the past three years, the epidemic has accelerated the development of e-commerce formats, and the speed of platform change and rotation is unprecedented. The market value of major Internet listed companies is **, and Pinduoduo is strong**. Tmall still accounts for half of the country, and JD.com's second position is in jeopardy. Pinduoduo performed better in terms of monthly active user growth and user activity.

Alibaba: **Tmall GMV has seen negative growth, focusing on content consumption cost performance and near-field retail in 23 years

China's commercial account management revenue, which accounts for nearly 40% of Alibaba's revenue, continued to decline, mainly due to the fourth consecutive quarter of year-on-year decline in GMV (excluding unpaid orders) of physical goods on ** and Tmall.

Q2 and Q4 have a large year-on-year range, indicating that the pulling effect of big promotions on platform GMV is weakened.

Jingdong: The channel is sinking, and tens of billions of subsidies are launched, pointing at Pinduoduo

In the past three years, Pinduoduo's GMV has grown much faster than JD.com's, and the gap in GMV scale between the two sides has been narrowing, and Pinduoduo has become JD.com's biggest rival.

Total material: 40 pages.

Selected Report**: Gongfang "Operation Resource Society".

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