Major listed companies in retail e-commerce industry: At present, the domestic listed companies in retail e-commerce industry mainly include Alibaba (BABA), Pinduoduo (PDD), Jingdong (JD), Vipshop (VIPS), Yixian E-commerce (YSG), Suning Tesco (002024), DaDa (DADA), Nanji E-commerce (002127), China Arzan (08083), Weimeng Group (02013), Liangpinpuzi (603719), Baozun E-commerce (09991), Xiaoxiong Electrical Appliances (002959), Gome Retail (00493), Three Squirrels (300783), One Net One Creation (300792), Liren Lixiang (605136), Guangyun Technology ( 688365), Worth Buying (300785), Lexin (LX), Water Sheep (300740), Kute Intelligence (300840), Ruoyuchen (003010), 1Drugs.com (YI), Yunjie (YJ), Qidian (QD), Baby Tree Group (01761), UXIN (UXIN), Mushroom Street (MOGU), and Tuan Che (TC).

Retail e-commerce industry chain panoramic combing: field segmentation e-commerce platforms are more

E-commerce from the moment of birth, is not just an isolated industry or system, it is an industry driven, wide radiation industry chain, and even need to be the government, organizations, society, the public, the media, and many related industries Participation in a huge ecosystem. In the "big e-commerce industry chain" concept, the integration of today's small and medium-sized application of e-commerce the most extensive several levels, including platforms, talent, exhibition, search, logistics, third-party e-commerce, software, informatization, finance, third-party integrity assessment of the composition of the nine major service providers.

The e-commerce industry chain mainly covers the commodity suppliers, e-commerce platforms, and e-commerce logistics, payment and other links involved in the middle of the producers to consumers.

Currently there are more and more domestic retail e-commerce enterprises. On the one hand, due to the arrival of the mobile Internet era, people's consumption habits have gradually shifted to the mobile terminal; on the other hand, Generation Z is rapidly growing into a core consumer group, and as a native netizen growing up along with the mobile Internet, purchasing commodities online has gradually become the preferred way of shopping for consumers.

As we all know, the field of e-commerce shopping has always been two dominant, Taobao and Jingdong, and with the rapid development in recent years, the volume of the two is also getting bigger and bigger. Later, with the new e-commerce pioneer Pinduoduo joined, the three-legged tripod, the same model, it is difficult for other e-commerce companies to get out of the way, so the midstream e-commerce platforms gradually to the model innovation and segmentation of the field. For example, Vipshop's sale model, small bear electrical main home appliances sales, three squirrels main snacks sales, Liren Lizhuang to main cosmetics sales.

Regional heat map of retail e-commerce industry chain: Beijing, Shanghai, Guangzhou and Zhejiang have the highest enterprise density

The following chart selects the major active enterprises of retail e-commerce service providers in the midstream link of China's retail e-commerce industry chain, and from the point of view of regional distribution, China's retail e-commerce enterprises are mainly located in Beijing, Shanghai, Zhejiang Province and Guangdong Province; these four regions are more developed economically and have more leading big data and Internet development.

Specific enterprise distribution, Beijing retail e-commerce enterprises have Jingdong, Gome retail, worth buying, interesting store, baby tree group, and Youxin, etc.; Shanghai retail e-commerce enterprises have Pinduoduo, Dada, NJ e-commerce, micro-alliance group, Baozun e-commerce, Liren Lixin, 1 drug network, Yuantong Express and Debang shares, etc.; Zhejiang retail e-commerce enterprises have Alibaba, China's praise, one net one creation, light cloud technology The retail e-commerce companies in Guangdong are Vipshop, Yixian, Xiaoxiong, Lexin and Ruoyuchen.

Retail e-commerce enterprise business revenue:Alibaba and Jingdong two dominant

Currently, China's retail e-commerce industry, listed companies, Alibaba, Vipshop in addition to retail e-commerce business in addition to other businesses, Alibaba's e-commerce business accounted for 70.8% of the company's revenue, Vipshop e-commerce business accounted for the company's revenue of 95.6%, the rest of the retail e-commerce listed companies have a single business, according to the retail e-commerce business revenue is the highest is Jingdong, 2020 Jingdong revenue of 745.802 billion yuan, followed by Alibaba e-commerce business revenue of 508.138 billion yuan, the lowest revenue is the baby tree group, 2020 its revenue is 212 million yuan.

Retail e-commerce industry representative enterprises latest investment trends: model innovation and field segmentation become the trend

According to the data of e-commerce research center of Nethersphere, 10 financing in the field of retail e-commerce *** occurred in July 2021, with a total amount of financing of more than 11.2 billion yuan, a year-on-year increase of 17.89%, and the average financing amount of 1.12 billion yuan. The average financing amount is 1.12 billion yuan. The projects financed include Suning Tesco, Xingsheng Youchuan, Shunlian Power, Baniu, Value Yew, Help Grab, Jiu Ting 1990, Yi Pin Fresh, Han Yi E-commerce, and Cloud on Good Car.

The above data refer to the China E-commerce Industry Market Outlook and Investment Strategy Planning Analysis Report by Prospect Industry Research Institute.