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Alibaba's instant retail bet signals AI agents’ next commerce frontier
Alibaba’s AI model chose on-demand delivery as its Spring Festival battlefield. The logic reveals why instant retail, not traditional e-commerce, is…
Services, not goods, drive China’s next digital consumption wave
China’s digital consumption reached RMB 9.37T in H1 2025, accounting for 46.5% of total resident spending.
China's Double 11: AI and subsidies mask weakening consumer demand
Deep dive into China's Double 11 2025: RMB 1.7T GMV driven by AI infrastructure processing 150B queries, instant retail's RMB 67B breakthrough, and RMB…
Why JD doubles down on direct retail strategy
From delivery funnels to discount stores, JD deepens its direct retail push as profits fall.
China digital landscape in 12 charts
E-commerce saturation, mini program breakthroughs, and shifting engagement patterns define China’s digital economy in 2025.
Tencent rides AI surge to double-digit profit growth
AI-driven games and marketing push Tencent’s Q2 revenue to RMB184.5 billion, with international gaming up 35% YoY.
China’s livestream boom just went fully digital
China livestream icon Luo Yonghao introduces dual digital avatars on Baidu, delivering over ¥55 million in sales and reshaping AI+livestreaming…
PDD Q4: strong profits, slowing growth, and rising global scrutiny
PDD posted 24% revenue growth in Q4 2024, marking its slowest pace since 2022 with strong profitability offset by rising costs from Temu’s global push…
China's 618 Shopping Festival
A Strategic Guide for Global Business Leaders on China's major shopping campaigns
Alibaba's Q4 2024
Alibaba Group closed 2024 on a strong note, showcasing robust growth in its e-commerce and cloud segments while executing strategic initiatives to…
Tmall Sees Influx of New Merchants in 2024
Alibaba’s flagship e-commerce platform, Tmall, has reported a significant surge in new merchants joining its platform in 2024, underscoring the…
Decoding the “Reverse Haitao” Phenomenon
The rise of powerful Chinese e-commerce platforms and sophisticated logistics networks has transformed this practice into a seamless and accessible…
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