中国跨境电子商务行业市场前景及投资研究报告-培训课件外文版2024.6拼多多temu亚马逊淘宝

DIGITAL

&

TRENDSCross-bordere-commerceinChinaCHAPTER

01OverviewNumberofonlineshoppersinChinafrom2013to2023(inmillions)NumberofonlineshoppersinChina2013-20231,000900914.96842.1845.29782.418007006005004003002001000638.82610.11533.32466.7413.25361.42301.89201320142015201620172018H1201920202021202220233Description:ThegraphshowsthecumulativenumberofonlineshoppersinChinafrom2013to2023.AsofDecember2023,about915millionpeopleinChinahadpurchasedgoodsonline.

ReadmoreNote(s):China;2013to2023Source(s):CNNICGrossmerchandisevolumeofChina'se-commercemarketfrom2012to2022(intrillionyuan)E-commercemarketGMVinChina2012-20225045403530252043.8342.337.2134.8131.6329.1626.121.7916.3920141510510.48.11020122013201520162017201820192020202120224Description:In2022,overalle-commercetransactionsexceeded43.83trillionyuan,increasingfromaround42.3trillionyuantheyearbefore.ReadmoreNote(s):China;2012to2022Source(s):MOFCOMChinaMarketsizeofChina'scross-bordere-commerceplayersfrom2013to2022,withaforecastfor2023(intrillionyuan)MarketsizeofChina'scross-bordere-commerce2013-20231816141216.315.714.212.510.510898.066.75.464.243.152020132014201520162017201820192020202120222023*5Description:In2022,themarketsizeofChina'scross-bordere-commercetotaled15.7trillionyuan.Themarketwasforecasttoreachavalueof16.3trillionyuanin2023.B2Bcross-bordere-commerceconstitutedoverthreequartersofthemarket.

ReadmoreNote(s):China;2013to2022;*Forecast.Oneyuanequalsapproximately0.14U.S.dollarsand0.13euros(asofApril2024).Figurespriorto2019camefrom100.

ReadmoreSource(s):100;ShareofChina'scross-bordere-commercetransactionvalueamongtotalimport-exporttransactionvaluefrom2014to2022,withaforecastfor2023Penetrationrateofcross-bordere-commerceChina2014-202345%40.79%38.86%40%35%30%25%20%15%10%5%37.32%36.32%33.29%29.5%29%27.5%22%15.9%20140%201520162017201820192020202120222023*6Description:In2022,cross-bordere-commerceinChinaaccountedfor37.32percentofthetotalimport-exporttransactionvaluethatyear.Despiteasetbackin2021,thepenetrationrateofcross-bordere-commercehassteadilyincreasedoverthelastfewyears.Itwasforecastthatcross-bordere-commercewouldmakeup40.79percentofChina'stotalinternationaltradevolumein2023.ReadmoreNote(s):China;2014to2022;*Estimate.

Figuresforearlieryearsweretakenfrompreviousreports.ReadmoreSource(s):100AnnualgrowthofChina'scross-bordere-commercetransactionvaluefrom2014to2022,withaforecastfor2023China'scross-bordere-commerceGMVgrowth2014-202335%30%25%20%15%10%5%33.33%28.57%24.07%20.29%19.04%16.66%13.6%202111.66%201811.33%2023*10.56%20222014201520162017201920207Description:Thetransactionvalueofcross-bordere-commerceinChinareachedayear-on-yeargrowthof10.56percentin2022,downfrom13.6percentinthepreviousyear.Thetotalcross-bordere-commercetransactionvalueinChinaexceeded15.7trillionyuanthatyear,markingthehighestvaluesince2014.ReadmoreNote(s):China;2014to2022;*Forecast.

Figuresfromearlieryearsweretakenfrompreviousreports.ReadmoreSource(s):100Distributionofcross-bordere-commercemarketinChinain2022,bytypeofe-commerceShareofB2BandB2Ccross-bordere-commercemarketChina2022B2C24.4%B2B75.6%8Description:In2022,B2Bcross-bordere-commerceaccountedfor75.6percentofChina'stotalcross-bordere-commercemarket.However,B2Ccross-bordere-commercewasexpectedtograbmoremarketshareasmobileshoppingandonlinepaymentbecomemorepopular.ReadmoreNote(s):China;2022Source(s):Distributionofcross-bordere-commercemarketinChinain2022,bytradeflowCross-bordere-commercemarketdistributionChina2022,bytradeflowImport22.8%Export77.2%9Description:In2022,morethanthreequartersofChina'scross-bordere-commercetradewasmadebyexports.Thatyear,thetotalsizeofChina'scross-bordere-commercemarketreached15.7trillionyuan.

ReadmoreNote(s):China;2022Source(s):Numberofnewlyregisteredcross-bordere-commercecompaniesinChinafrom2016toAugust2023Numberofnewcross-bordere-commercecompaniesChina2016-202314,00012,00010,0008,00011,46910,7798,6736,4056,0004,04420194,0002,00003,33920183,18320163,1572017202020212022Jan-Aug202310Description:Inthefirsteightmonthsof2023,8,673newcross-bordere-commerceenterpriseswereregisteredinChina.ByAugust2023,thetotalnumberofexistingcross-bordere-commercebusinessesreachedover61thousand.

ReadmoreNote(s):Asia,China;2016toAugust2023Source(s):iiMediaResearch;QichachaCHAPTER

02Cross-bordere-commerceimportsMarketsizeofChina'simportcross-bordere-commercefrom2013to2022,withaforecastfor2023(inbillionyuan)MarketsizeofChina'simportcross-bordere-commerce2013-20234,5004,0003,5003,0002,5004,2803,4003,2002,8002,4701,9002,0001,5001,0005001,50020171,20020169006304500201320142015201820192020202120222023*12Description:In2022,themarketsizeofChina'simportcross-bordere-commerceamountedto3.4trillionyuan,upfrom3.2trillionyuaninthepreviousyear.Inthefirsthalfof2023,themarketrecordedavalueof1.9trillionyuan.Basedonthis,itwasexpectedthatthetotalmarketsizein2023wouldreach4.28trillionyuan.ReadmoreNote(s):China;2013toH12023;*Forecast.

Oneyuanequalsapproximately0.14U.S.dollarsand0.13euros(asofApril2024).Figuresfromearlieryearsweretakenfrompreviousreports.

ReadmoreSource(s):100;Website()Annualgrowthofcross-borderimporte-commercebusinessinChinafrom2017to2022Cross-borderimporte-commercetradegrowthinChina2017-202250%46.66%45%40%35%30%25%20%15%10%5%30%14.28%202113.36%20207.95%20186.25%20220%2017201913Description:In2022,theyear-on-yeargrowthofChina'simporte-commercemarketwasataround6.25percent,decreasingfrom14.28percentgrowthin2021.Regardlessoftheglobalcoronaviruspandemic,China'simporte-commercemarketmaintainedpositivegrowth.ReadmoreNote(s):China;2017to2022Source(s):100Shareofimportsincross-bordere-commercetradeinChinafrom2013to1sthalf2023ImportshareofChina'scross-bordere-commercebusinesses2013-H1202330%25%24.4%23.5%22.75%22.4%22.54%21.8%21.1%20%15%10%5%17.92%16.7%15%14.3%0%2013201420152016201720182019202020212022H1202314Description:Inthefirsthalfof2023,themarketshareoftheChineseimportcross-bordere-commerceplayersaccountedforabout24.4percentofthetotale-commercecross-bordertradingmarket.Themarkethasseensteadygrowthinpreviousyears.

ReadmoreNote(s):China;2013toH12023Source(s):100;Website()Marketsizeofcross-bordere-commerceretailimportsinChinafrom2016to2023(inbillionyuan)Cross-bordere-commerceretailimportsmarketsizeinChina2016-2023600500549.42551.77535.72527.37511.05462.844003002001000360.35305.472016201720182019202020212022202315Description:In2023,China'scross-bordere-commerceretailimportmarketwasvaluedatabout551.77billionyuan,increasingfromaround527.37billionyuanin2022.Themarkethadrecoveredfromthepandemic.

ReadmoreNote(s):China;2016to2023Source(s):AnalysysNumberofcross-borderimporte-commerceusersinChinafrom2013to2022,withaforecastfor2023(inmillions)Usernumberofcross-borderimporte-commercetradeinChina2013-202320018016014012010018816715514012588.5806040200664223151020132014201520162017201820192020202120222023*16Description:In2022,around167millionChinesecustomershadengagedincross-borderimporte-commerce,growingfrom155millionthepreviousyear.Thetradevalueofcross-borderimportbusinessreachedapproximately3.4trillionyuanthatyear.

ReadmoreNote(s):China;2013to2023;*Forecast.

Figuresforearlieryearshavebeentakenfrompreviousreports.

ReadmoreSource(s):100MarketshareofChina'simportcross-bordere-commercein1sthalf2023,bycountryoforiginImportcross-bordere-commercedistributionChinaH12023,byexportingcountry25%21.9%20%17.4%15%10%5%9.4%8.2%0%JapanUnitedStatesAustraliaFrance17Description:Inthefirsthalfof2023,21.9percentofthetotalimportvalueofcross-bordere-commerceinChinawascontributedbyproductsfromJapan.UnitedStateswasthesecondlargestcross-bordere-commercesourceinChina.

ReadmoreNote(s):China;H12023Source(s):Analysys;ChinaCustomsCHAPTER

03Cross-bordere-commerceexportsMarketsizeofChina'sexportcross-bordere-commercefrom2013to2022,withaforecastfor2023(intrillionyuan)MarketsizeofChina'sexportcross-bordere-commerce2013-2023141210813.212.3119.78.037.16.364205.54.53.572.720132014201520162017201820192020202120222023*19Description:In2022,themarketsizeofChina'sexportcross-bordere-commerceamountedto12.3trillionyuan.Inthefirsthalfof2023,themarketrecordedavalueof6.3trillionyuan.Basedonthis,itwasexpectedthatthetotalmarketsizein2023wouldreach13.2trillionyuan.ReadmoreNote(s):China;2013toH12023;*Forecast.

Oneyuanequalsapproximately0.14U.S.dollarsand0.13euros(asofApril2024).Figuresfromearlieryearsweretakenfromthepreviousreports.

ReadmoreSource(s):100;Website()Annualgrowthofcross-borderexporte-commercebusinessinChinafrom2014to2022Cross-borderexporte-commercetradegrowthinChina2014-202235%32.22%30%26.05%25%22.22%20.79%20%15%10%5%14.54%13.4%202113.09%201912.69%201811.81%20222014201520162017202020Description:In2022,theyear-on-yeargrowthofChina'sexporte-commercemarketwas11.8percent,decreasingfrom13.7percentgrowthin2021.In2022,thee-commerceexportvalueinChinareached12.3trillionyuan.

ReadmoreNote(s):China;2014to2022Source(s):100Shareofexportsincross-bordere-commercetradeinChinafrom2013to1sthalf2023ExportshareofChina'scross-bordere-commercebusinesses2013-H1202390%80%70%60%50%40%30%20%10%0%85.7%85%83.3%82.08%78.9%78.2%77.6%77.46%77.25%76.5%75.6%2013201420152016201720182019202020212022H1202321Description:In2023,themarketshareoftheChineseexportcross-bordere-commerceplayersaccountedforabout75.6percentofthetotale-commercecross-bordertradingmarket.Thisshowcasedaslightdeclinefromthepreviousyear.

ReadmoreNote(s):China;2013toH12023Source(s):100;Website()Grossmerchandisevalue(GMV)oftheB2Cexporte-commercemarketinChinafrom2017to2022,withestimatesuntil2027(inbillionyuan)GMVofB2Cexporte-commercemarketChina2017-20277,0006,0006,049.45,504.94,901.35,0004,0003,0002,0001,00004,298.63,739.53,225.32,738.42,28720201,597.420191,318.32018924.52017202120222023*2024*2025*2026*2027*22/statistics/1318002/china-b2c-cross-border-ecommerce-export-marketIn2022,China'sB2Cexporte-commercemarketrecordedagrossmerchandisevalue(GMV)ꢀofnearly3.23trillionyuan,increasingfromabout2.74trillionyuaninthepreviousyear.Themarket'sGMVwasestimatedtoreachabout6.05trillionyuanin2027.ReadmoreNote(s):China;2017to2022;*Estimate.

Figureshavebeenrounded.

Oneyuanequalstoapproximately0.14U.S.dollarsand0.13euros(asofMarch2024).

ReadmoreSource(s):Frost&Sullivan;HKExnews;Varioussources(ChinaInternationalEngineeringConsultingCorporation,EDAGroup)Shareofcross-borderexporte-commerceinChinafrom2017to2022,withforecastsuntil2025,bytypeofserviceDistributionofcross-borderexporte-commerceinChina2017-2025,bytypeB2BB2C120%100%80%60%40%20%0%24.1%26.6%29%31.2%31.4%32.2%32.3%33.1%33.6%75.9%201773.4%201871%68.8%202068.6%202167.8%202267.7%2023*66.9%2024*66.4%2025*201923/statistics/1221744/china-market-share-of-cross-border-export-ecommerce-by-typeIn2022,China'scross-borderexportB2Be-commerceaccountedforaround67.8percentinitstotalcross-borderexporte-commercemarket.MarketshareofChina'scross-borderexportB2Be-commercewasexpectedtodecreaseinthecomingyears.ReadmoreNote(s):China;2017to2022;*Estimate.ReadmoreSource(s):iResearchDistributionofB2Bcross-bordere-commerceexportsfromChinain2023,byproductcategoryBreakdownofB2Be-commerceexportsChina2023,bycategoryToolsandequipment27.6%Others22.3%Outdoorproducts8.9%Textilesandtextilearticles17.2%Electronicproducts10.8%Householdproducts13.2%24Description:In2023,toolsandequipmentwerethelargestproductcategoryofChina'sB2Bcross-bordere-commerceexports,accountingfor27.6percentofthetotalexportvalue.Textilesandtextilearticlesfollowedwith17.2percentmarketshare.

ReadmoreNote(s):China;2023Source(s):DistributionofB2Ccross-bordere-commerceexportsfromChinain2023,byproductcategoryBreakdownofB2Ce-commerceexportsChina2023,bycategoryApparel,footwearandaccessories22.9%Others19.0%Outdoorproducts11.2%Cosmeticproducts6.8%3Celectronics21.6%Householdproducts17.9%25Description:In2023,apparel,shoes,andaccessorieswasthelargestproductcategoryofChina'sB2Ccross-bordere-commerceexports,accountingfor22.9percentofthetotalexportvalue.3Celectronics(computer,communicationandconsumerelectronics)closelyfollowedwith21.6percentmarketshare.ReadmoreNote(s):China;2023Source(s):Leadingtargetcountriesforcross-bordere-commerceexportmarketinChinain2023Distributionofcross-bordere-commerceexportsChina2023,bycountryofdestinationUnitedStates34.9%Others47.1%UnitedKingdom6.7%Germany4.1%Malaysia4.1%Russia3.1%26Description:In2023,around34.9percentofthecross-bordere-commerceexportsinChinaweresoldtobuyersintheUnitedStates.Meanwhile,UnitedKingdomaccountedforabout6.7percentoftheChinesecross-bordere-commerceexportmarket.

ReadmoreNote(s):Worldwide,China;2023Source(s):CHAPTER

04Leadingcross-bordere-commerceenterprisesOnlineretailersfromwhichglobalshoppersmadetheirmostrecentcross-borderpurchasein2023Merchantswhereglobalshoppersmadetheirlatestcross-borderpurchase2023Amazon24%Other31%Zalando2%Wish3%Alibaba/AliExpress16%eBay7%Temu7%Shein9%28Description:AccordingtoasurveyconductedinSeptember2023,atotal24percentofonlineshopperssurveyedin41countriesmadetheirmostrecentcross-borderpurchaseviaAmazon.Alibaba/AliExpresscameinsecond,as16percentofe-commerceusersplacedtheirlatestorderfromabroadthere.ReadmoreNote(s):Worldwide;September2023;32,510respondentsin41countries*;*Australia,Austria,Belgium,Brazil,Canada,Chile,China,Croatia,Cyprus,CzechRepublic,Denmark,Estonia,Finland,France,Germany,Greece,Hungary,Iceland,[...]

ReadmoreSource(s):Dynata;IPCMarketcapitalizationorvaluationofChina'sleadingcross-bordere-commerceplayersas