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DID ALIBABA KILL ITS KOALA? Ten years ago, when we discussed cross-border e-commerce in relation to China, it was always about goods being sent to China, not coming from China. Alibaba had Tmall Global, JD had JD Worldwide, and Netease had Kaola. They all imported maternal and

Read the article here: wsj.com/tech/the-u-s-p…

WILL THE CHINESE DITCH QR CODE PAYMENTS? About 10 years ago, we were amazed how China, in no time, changed into a cashless society through apps like WeChat and Alipay. Even now, I see LinkedIn posts of people going to China for the first time and sharing it as an amazing

So, our research at Tech Buzz China was quoted in this CNBC article. That's nice, but I don't quite agree with the headline. It suggests that the cancellation of 'de minimis' is what caused the plunge in demand. But Temu and Shein would have been able to deal with that under

Battery swapping is now infrastructure. In China, fleets swap in 3 mins, cut costs, and keep moving. CATL sees swapping as more than EV power—it could reshape the energy grid. The real question: who controls the system? substack.com/@techbuzzchina…

Predictions on the share of China's e-commerce in total retail sales: Jack Ma (Alibaba founder) - 2013 - "will exceed 50% by 2022" e-marketer - 2021 - "58.1% in 2024" e-marketer - 2022 - "48.9% by 2024" Joe Tsai (Alibaba chairman) - 2024 - "will exceed 40% in the next 5 years"

So Tech Buzz China has been kicking butt lately with the media mentions (CNBC, WSJ, BBC in just the last week or so), if you're a journalist working on a story, we are generally happy to share relevant proprietary research & insights with you for free. The team has also been

" Xiaohongshu’s valuation surged to $26 billion in recent market transactions via a major fund, an unusually fast ascent that underscores how the Chinese social media phenom is making headway against TikTok in the US." Sorry, but how does a surge in valuation mean Rednote is

Two and a Half Years at ByteDance US E-commerce I just finished reading a 16.000+ word account of a Chinese born former R&D team manager’s 2.5 years at TikTok Shop US. It sheds some interesting insights into the issues at Chinese Tech companies in the US, in general, and TikTok

THE COFFEE WAR REACHES YOUR SHORES Two Chinese coffee store brands have gone abroad. Luckin Coffee just opened its first store in Manhattan, and Cotti Coffee is already active in several markets. But who are these brands, and how did they change how Starbucks is doing business

FOUR LITTLE DRAGONS GOING OVERSEAS Cross-border e-commerce from China Last Thursday, I had the honour and pleasure of presenting at Fashion Talks 2025 in Antwerp, Belgium. In the colourful company of people who clearly are a lot more knowledgeable about fashion than yours truly,

There has been something I have been thinking about more and more lately, and it is something most people kind of already know on some level, but every time I see it play out up close, I am reminded of just how profound the shift really is. I am talking about the declining value

Video: Four Little Dragons Going Overseas chinatalk.nl/video-four-lit…

WECHAT DOES *REAL* SOCIAL COMMERCE I'm not entirely fond of the term 'social commerce'. The reason is that it's most of the time just 'e-commerce through social media', and there is not really any social aspect involved. One can even argue that there is little social about

Our Rui Ma gives her opinion on the question if the next 'Sputnik moment' will come out of China.

Everyone in the new ChinaFile piece on China's next Sputnik moment mentioned energy, but only I and one other noted biotech, which I believe is actually more obvious, as today's Caixin Global headline suggests. Aiming to stay slightly ahead of the curve here 😆

A FAREWELL LETTER OF AN ALIBABA EMPLOYEE WENT VIRAL Last week, a memo by a former Alibaba staff member went viral in China. Below is a summary made with Notebook. Note that I can’t verify the claims, and some might be personal grievances, but many of them don’t sound

What do you want to understand about the Chinese EV industry? What do you think is surprising or unintuitive? What do you think is undercovered? What do you think is misunderstood?

HOW JD HYPES ITS TAKEAWAY BUSINESS AND HURTS COFFEE STORES In February, JD launched a meal delivery business, which I wrote two reports on for Tech Buzz China. Since the launch, JD has been constantly releasing stunning numbers that I found hard to believe. It claimed to have

REPORT: WECHAT'S SEND GIFT FUNCTION In mid-December, news broke that WeChat launched a new ‘Send Gifts’ functionality. It was enthusiastically received since it echoed WeChat’s digitisation of the ‘hong bao’ (red envelopes) during Spring Festival in 20214. Red envelopes are