WHAT IS THE NEXT CHINA E-COMMERCE THREAT?
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@edsander.bsky.social
China Tech Research Editor for techbuzzchina.com Speaker for ChinaTalk.nl | edsander.com Study tour leader for ChinaTechTrip.com
WHAT IS THE NEXT CHINA E-COMMERCE THREAT?
substack.com/@techbuzzchi...
Visual Report: JD.com's JD Mall Strategy
How JD wants to grow its business by opening more than 30 malls.
My new report for Tech Buzz China.
techbuzzchina.substack.com/p/visual-rep...
PINDUODUO, TEMU'S OLDER BROTHER, OFFERS SHORT DRAMAS
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Welk wereldrecord? 'Grootste idioot'?
19.11.2025 18:55 β π 0 π 0 π¬ 0 π 0www.nu.nl/tech/6376363...
18.11.2025 14:17 β π 0 π 0 π¬ 1 π 0LIVE COMMERCE AND INFLUENCERS FATIGUE IN HANGZHOU
I just read a long but fascinating article about the 'involution' of live commerce in Hangzhou. The following is a summary created with Notebook.
substack.com/@techbuzzchi...
PINDUODUO'S INSTANT RETAIL PLANS
In October, I published a Tech Buzz China report examining Pinduoduo's first steps into the competitive instant retail market in China.
The first section of that report is now also available on ChinaTalk.nl.
www.chinatalk.nl/pinduoduo-in...
Image by Copilot.
Save the date ...
15.11.2025 18:27 β π 0 π 0 π¬ 0 π 0NO, IMPORT TAXES WON'T STOP TEMU
www.linkedin.com/posts/edsand...
GOOGLE MAPS, TRIPADVISOR BEWARE: A CHINESE REVIEW APP IS COMING
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STATUS OF CHINAβS INSTANT RETAIL BATTLE - PART 2: WHAT DOES ALIBABA PLAN NOW?
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STATUS OF CHINAβS INSTANT RETAIL BATTLE - PART 1: WHAT HAS IT BROUGHT ALIBABA?
The dust on this battle has largely settled, and Latepost just released a long article on the current status, which I will summarise in two posts, today and tomorrow.
www.linkedin.com/posts/edsand...
Ben ik even blij dat ik hier nee tegen heb gezegd. π
07.10.2025 11:25 β π 1 π 0 π¬ 0 π 0Fire extinguisher next to a statue of Joan of Arc
Hell of a thing to put next to a statue of Joan of Arc. (h/t David Pilling)
06.10.2025 01:19 β π 6336 π 1268 π¬ 167 π 82A few tales from the first two weeks on the road ...
x.com/EdSander/sta...
Ging vanzelf met covid. π¨
30.09.2025 11:31 β π 0 π 0 π¬ 0 π 0En misschien moeten ze eens kijken naar Giethoorn, dat op een gegeven moment ook kampte met absurde hoeveelheden Chinese bezoekers die dachten dat alles een openluchtmuseum was.
30.09.2025 05:32 β π 0 π 0 π¬ 1 π 0In NL is de Zaanse Schans maar we korte treinreis van Amsterdam. Dus de drempel is laag. Eigenlijk is het deel van het grotere toerisme probleem van de hoofdstad.
Je kunt ook werken met een afgesloten terrein en timeslots die je moet boeken.
Ik vraag me af of het in rekening brengen van een toegangsprijs een aantal van deze problemen oplost.
29.09.2025 06:28 β π 0 π 0 π¬ 1 π 0Doel van Temu is om tegen eind van het jaar 80% uit Lokale magazijnen te versturen. Nog slechts 20% zal via vliegtuig gaan.
18.09.2025 10:52 β π 1 π 0 π¬ 0 π 0That's quite a nice stage tomorrow ...
www.virke.no/konferanser/...
In my keynote at the Hovedorganisasjonen Virke Arena conference on 18/9, I will share how Temu keeps changing its business models and the impact of the cancellation of the import tax exemption on Temu in the US.
There is a lot to learn from this for us in Europe.
See you in LillestrΓΈm, Norway.
In this 2nd part of our investigation into Tencentβs e-commerce revival, we explain Tencentβs vision for WeChat e-commerce and take a closer look at the way WeChatβs ecosystem facilitates e-commerce.
techbuzzchina.substack.com/p/tencents-e...
π€£ What was your answer?
05.09.2025 15:35 β π 0 π 0 π¬ 1 π 0Because you prefer to leave people wondering about a vague post?
05.09.2025 15:31 β π 0 π 0 π¬ 1 π 0This exercise is rather pointless as it compares apples and oranges. JD is primarily an etailer, so it is logical that their revenue is very high. Alibaba is primarily a marketplace, which does not have to buy the goods it sells, so its revenue is lower. What counts is net profit.
01.09.2025 11:17 β π 1 π 0 π¬ 0 π 0Bij China denk je misschien niet direct aan corporate social responsability, maar ValΓ©rie Hoeks weet wel beter. www.vnc-china.nl/events/china...
26.08.2025 09:37 β π 1 π 2 π¬ 0 π 0I feel your pain.
I really wanted Bluesky to be a good replacement. And with deck.blue I even had a good alternative for pro.x. But the reach and the number of relevant accounts is simply not enough here.
Got it on DVD and CD (great soundtrack by Roger Waters, Bowie, Genesis ...).
05.08.2025 22:11 β π 2 π 0 π¬ 1 π 0For me GFW is
1) ip blocking
2) blocking based on keyword/content
both for foreign content.