Alibaba’s dominance of online retail in China faces its biggest-ever challenge as the firm founded by Jack Ma in a one-room apartment 15 years ago lines up a U.S. initial public offering that could value the firm at around $140 billion.
In a rare blip, Alibaba Group Holdings lost market share last year while its nearest rivals all grew, according to Euromonitor. The market research firm sees China’s internet retail market tripling from 2012 to over $300 billion in 2018 as the country’s smartphone-savvy shoppers buy everything from plane tickets to sneakers online.
China’s biggest social media company, Tencent Holdings Ltd, is leading the revolt, linking the country’s most popular messaging app, WeChat, with the number two e-commerce player,
An array of smaller rivals is also clawing away at Alibaba’s lead, while household retail names like Nike Inc and Gap Inc are increasingly striking out away from the giant’s Tmall electronic platform to set up more distinctive online stores of their own.
“In China shopping is a social activity. You want to tell friends about it, recommend it – it’s a smartphone activity, and whoever owns that organizational ability also has a hold over how a person shops,” said Frank Lavin, Hong Kong-based chief executive of Export Now. Lavin’s company helps global firms set up shop in China through Alibaba’s Tmall.
Alibaba’s e-commerce prospects at home loom large after Ma’s firm said on Sunday it was starting plans for a long-awaited listing in the U.S. – potentially the biggest-ever IPO by an Internet company – which could surpass the $16 billion raised by social media giant Facebook Inc in 2012.
Alibaba still held a sturdy 45.1 percent of China’s e-commerce market last year, down from 46.1 percent a year earlier, according to Euromonitor, and remains bullish in the face of Tencent, and others. It is beefing up its mobile services to keep up with China’s legions of smartphone users.
Alibaba did not respond to repeated requests for comment for this story, though the firm’s executive vice chairman Joe Tsai was upbeat about the firm’s e-commerce prospects in an interview with Reuters in Hong Kong last week.
Alibaba is now battling rivals on multiple fronts. Alongside, heading for a $1.5 billion IPO of its own in the U.S., are well-funded vehicles like household appliance retailer Suning Commerce Group Co Ltd and Wal-Mart Stores Inc’s grocery retailer Yihaodian.
Smaller niche players like cosmetics specialist Vipshop Holdings Ltd are also growing in stature. And with global and local brands peeling away from Tmall, the trend is likely to see Alibaba’s market share extend its fall, said Bryan Wang, Beijing-based vice president for Forrester Research.
“We have definitely seen a lot more customers asking us in the last year about how to get away from Tmall,” said Wang.
Popular Internet clothing retailer HSTYLE has partly flown the nest. Competing with brands like H&M and Uniqlo, it has branched out from just having a Tmall outlet and now books half its sales through its own site and on and Tencent.
“As a mature Internet brand we’re looking to provide more individual service to our shoppers,” Zhao Yingguang, founder and chairman of HSTYLE, told Reuters in an interview, describing his brand as one of the leading women’s apparel retailers on Alibaba’s platforms. “We go and sell our products where the consumers are.”
Alibaba’s vast resources have helped it see off weaker players so far such as Otto Group,, Mecox Lane, and others, but the remaining contenders are more seasoned in competition with Alibaba – and ambitious. still lags some way behind Alibaba in second place with a 14 percent market share last year, up fractionally from a year earlier. But its IPO plans and the deal with Tencent – a less well-known name outside China than Alibaba, but worth almost $150 billion by market value – will give it new financial and operational resources.
Tencent, meanwhile, hopes its tie-up will help it to extend its presence in “the fast-growing physical goods e-commerce market”, Tencent president Martin Lau said in a statement. The deal also arms with the 225 million monthly active users of the WeChat messaging service in China.
As well as technology leading change, consumers themselves are developing new habits, becoming more picky and looking to get more for their money.
“I am leaning toward specialist stores now, because the service is often better than the giant retailers and the delivery I always find is faster,” said Grace Lin, 20, a student in Shanghai. “It’s not necessarily that I use Tmall less now, but I do use other stores more.”
Lin often shops on cosmetics specialist Vipshop’s online site. The firm saw revenue climb 145 percent in 2013, while customer numbers shot up 130 percent over the same period, according to an earnings conference call this month. Vipshop almost doubled its market share to 1.8 percent last year.
Suning, a traditional electronics retailer with a strong bricks and mortar presence, is bulking up its online presence, as is rival Bain Capital-backed Gome Electrical Appliances Holding Ltd. Both raised their market share last year.
Yihaodian leverages majority owner Wal-Mart’s global name and product range, while other niche players such as Jumei and corner specific markets in cosmetics and alcohol.
Alibaba’s Jack Ma has locked horns repeatedly of late with his rival at Tencent, co-founder Pony Ma – a namesake but unrelated. Rhetoric from the two internet giants has grown increasingly barbed as competition has raged from gaming and microblogs, to taxi hire app price wars and online payment systems that are now the subject of close scrutiny by China’s central bank.
When Tencent launched a “red envelope” feature for WeChat, which let users send money gifts by smartphone over the Chinese New Year, Jack Ma wrote it was a “Pearl Harbour attack” on his company’s Alipay payment system, referring to the unexpected bombing of the American port during World War II. Tencent said over 8 million people used the WeChat feature.
Alibaba-invested Weibo Corp, a popular Twitter-like social media platform, filed for a $500 million U.S. IPO of its own on Friday, as it looks to defend its position against fierce competition from Tencent’s WeChat.
WeChat does indeed present a threat to Alibaba. In a research report in December, Standard Chartered said its payment function, known in Chinese as Weixin, paired with its wide popularity, could be a “killer weapon” for Tencent to take market share in mobile e-commerce.
China has some of the most active mobile web users in the world. The country’s mobile Internet users hit 500 million in 2013, and is estimated to hit 750 million by 2017, according to data from China-based consultancy iResearch.
“The wind is blowing against Alibaba and the biggest risk is coming from the mobile sector,” said Zhang Chenhao, executive director at e-commmerce-focused investment advisory firm Gold Sand Capital.
“Firms are all lining up – the school of Tencent or the school of Alibaba – and the camps are forming,” said Zhang.
($1=6.14 Yuan)


天猫上天猫,就购了‎Translate this page
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天猫搜索. 搜索天猫商品/品牌/店铺 搜索. 女装首页 · 新品频道 · 品牌 …
淘宝网-亚洲最大、最安全的网上交易平台,提供各类服饰、美容、家 …
天猫电器城- 网购数码家电首选平台,每日特价、正品行货、服务保障 …
喵鲜生-全球健康好味道. 喵鲜生. 天猫搜索. 搜索天猫商品/品牌/店铺 …
登录- 天猫
天猫,亚洲最大网上购物网站——淘宝网打造的在线B2C购物平台 … (Chinese: 天猫; pinyin: Tiānmāo), formerly Taobao Mall, is a Chinese-language website for business-to-consumer (B2C) online retail, spun off from Taobao, operated in the People’s Republic of China by Alibaba Group. It is a platform for local Chinese and international businesses to sell quality, brand name goods to consumers in mainland China, Hong Kong, Macau and Taiwan.
    1 History
    2 Metrics
    3 Features
    4 References
    5 External links
History was first introduced by Taobao in April 2008 as Taobao Mall (simplified Chinese: 淘宝商城; traditional Chinese: 淘寶商城; pinyin: Táobǎo Shāngchéng), a dedicated B2C platform within its consumer e-commerce website.
In November 2010, Taobao Mall introduced an independent web domain,, to differentiate listings by its merchants, who are either brand owners or authorized distributors, from Taobao’s C2C merchants. Meanwhile, it kicked off a US$30 million advertising campaign to raise brand awareness among consumers.[2] It also announced an enhanced focus on product verticals and improvements in shopping experience.
In June 2011, Alibaba Group Chairman and CEO Jack Ma announced a major restructuring of Taobao through an internal email. It was reorganized into three separate companies. As a result, became an independent business under Alibaba Group. The other two businesses that resulted from the reorganization are Taobao Marketplace (a C2C marketplace) and eTao (a shopping search engine). The move was said to be necessary for Taobao to “meet competitive threats that emerged in the past two years during which the Internet and e-commerce landscape has changed dramatically.”[3]
In October 2011, experienced two successive waves of online rioting [4] since it significantly increased fees on online vendors.[5] The service fees raised from 6,000 yuan ($940) to 60,000 yuan ($9,400) a year, and a compulsory fixed sum deposit gone from 10,000 yuan ($1,570) to up to 150,000 yuan ($23,500).[6] According to, the price increase was intended to help weed out merchants that are too often a source of fakes, shoddy products and poor customer service. Stores that earn top ratings for service and quality from customers and high sales volumes are entitled to partial or full refunds.[7]
On January 11, 2012, officially changed its Chinese name to Tian Mao (天猫), the Chinese pronunciation of Tmall, which literally means “sky cat”.[8]
Tmall occupied 51.3% Chinese B2C market share in Q1 2013.[9]
Brands that currently have stores on include P&G, Adidas, UNIQLO, GAP, Nine West, Reebok, ECCO, Ray-Ban, New Balance, Umbro, Lenovo, Dell, Nokia, Philips, Samsung, Logitech and Lipton.
Metrics currently features more than 70,000 international and Chinese brands from more than 50,000 merchants and serves more than 180 million buyers.[citation needed] ranked number one among all Chinese B2C retail websites for 2010 in terms of transaction volume, with a gross merchandise volume of RMB30 billion – about three times the amount facilitated by 360buy, its closest competitor.[citation needed] The site accounts for a 47.6% share of the B2C online retail market in China, followed by 16.2% of 360buy and 4.8% of Joyo Amazon.[10]
According to Alexa, as of October 2013 was the 47th most visited website globally and the 8th most visited site in China.[11]
Alipay, an escrow-based online payment platform, is the preferred payment solution for transactions on
As on Taobao Marketplace, the C2C e-commerce platform under Alibaba Group, buyers and sellers can communicate prior to the purchase through its embedded proprietary instant messaging program, named AliWangWang. It has become a habit among Chinese online shoppers to “chat” with the sellers or their customer service team through AliWangWang to inquire about products, engage in bargaining, etc. prior to purchase



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京东网上商城-综合网购首选(JD.COM)-正品低价、品质保障、货到付款 …‎Translate this page
京东JD.COM-专业的综合网上购物商城,在线销售家电、数码通讯、电脑、家居百货、服装服饰、母婴、图书、食品、在线旅游等数万个品牌千万种优质商品。便捷、诚信 …
‎手机 – ‎京东首发 – ‎服饰内衣 – ‎家用电器 or Jingdong Mall (Chinese: 京东商城; pinyin: Jīngdōng Shāngchéng), formerly 360Buy,[3] is a Chinese electronic commerce company headquartered in Beijing. It is one of the largest B2C online retailers in China by transaction volume.[4] Its English website, for worldwide shipping, launched on October 18, 2012.
The company was founded by Liu Qiangdong (a.k.a. Richard Liu) in July 1998, and its B2C platform went online in 2004. It started as an online magneto-optical store, but soon diversified, selling electronics, mobile phones, computers, etc. Jingdong Mall changed the domain name to in June 2007, and to in 2013.
    1 History
    2 Awards & Accomplishments
    3 References
    4 External links
    June 1998 – The company was founded as Jingdong Century Trading Co., Ltd selling magneto-optical in Beijing, China.
    January 2004 – The company’s B2C site went online as
    January 2006 – Shanghai subsidiary established
    January 2007 – Guangzhou subsidiary established
    June 2007 – began using the domain name, and the company name was changed to Jingdong Mall.
    December 2010 – started online bookstore. CDs, DVDs and ebooks were added in the following months.
    April 2011 – launched platform named “POP” for brand owners.
    October 2012 – was launched for the international market
    March 2013 – the company’s domain name was changed to
Awards & Accomplishments
    In December 2011, 360buy founder and CEO Liu Qiangdong was named “CCTV Economic Person of the Year in China” for the year 2011
    In September 2011, 360buy was named “Best Employer of 2011: Company Most Suitable to Work for in China” by the Fortune magazine (Chinese Edition)
    In August 2011, 360buy was included on the “List of Model e-Commerce Companies” by the Ministry of Commerce
    In May 2010, 360buy was named one of the “Top10 Growing & Innovative e-Commerce Companies in China” at the 4th APEC e-Commerce Business Alliance Forum hosted by the Ministry of Commerce
    In May 2010, 360buy was named one of the “Top10 Growing & Innovative e-Commerce Companies in China” at the 4th APEC e-Commerce Business Alliance Forum hosted by the Ministry of Commerce
    In December 2008, 360buy was named “The Most Trustworthy Company” during the selection of Beijing’s trustworthy e-commerce companies in 2008 hosted by China E-Commerce Association
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