e-commerce

Pinduoduo’s Q2 earnings call highlighted strategic investments aimed at long-term growth within the e-commerce ecosystem. Chairman Chen Lei emphasized prioritizing industry development over short-term profits. PDD is increasing subsidies for cross-border merchants and collaborating on innovative business models to expand into new international markets. These efforts are bolstered by the resilience of Pinduoduo’s industrial supply chain, further reinforcing the company’s conviction to increase investments.

Speculation arose on Chinese social media regarding Wahaha’s Tmall flagship store when it was renamed “Tongyuan Kang Food Franchise Store.” Tongyuan Kang confirmed they previously operated as Wahaha’s official Tmall store as a distributor but are now independent after the partnership ended. Tongyuan Kang E-commerce is controlled by Sanjie Investment Group, with Du Jianying holding a major stake. The current “Wahaha旗舰店” on Tmall is now run by Hangzhou Hengyi E-commerce, where Zong Fuli, daughter of Wahaha’s founder, serves as a board member.

Hua Xiaoxiao, a Xinjiang stir-fried rice noodle brand, is rapidly expanding across China, projected to reach over 3,000 locations by 2025. Founder Zhao Gang, leveraging his marketing background, strategically utilized e-commerce to overcome challenges faced by traditional restaurants. By focusing on a standardized, replicable menu item and building a strong online presence, Hua Xiaoxiao achieved scalable growth and improved product development through immediate customer feedback. E-commerce accounts for a significant portion of revenue, enabling community stores and promoting Xinjiang culture. The brand aims for global expansion, using a multi-platform approach to maximize reach.

Chinese retailer Pang Dong Lai has refuted online claims falsely attributed to them regarding job losses resulting from e-commerce decline. The company stated they never released content suggesting “If e-commerce collapses, 5 million people will lose their jobs.” They urged the public to verify information and avoid misinformation. Pang Dong Lai reported strong first-half sales of RMB 11.707 billion. Founder Yu Donglai announced ambitious 2025 targets focused on profits and employee compensation, indicating a commitment to talent retention.

JD.com launched its “Wan Dian Plan,” investing over 10 billion yuan ($1.4 billion USD) in the food delivery sector. This ambitious initiative signifies JD.com’

China’s express delivery volume has ranked first globally for 11 years, processing over 500 million parcels daily. In 2024, central and western China saw express delivery growth rates significantly above the national average, indicating successful strategic investments. The postal sector strengthens the modern circulation system and promotes balanced development. China is enhancing rural delivery logistics, aiming to bridge the urban-rural consumption gap. Xinjiang has achieved universal free e-commerce shipping, boosting agricultural product sales and improving rural residents’ access to online shopping. The sector’s growth also creates local employment opportunities.

China’s online retail market experienced robust growth in the first half of 2025, driven by pro-consumption policies and evolving consumer trends. Key drivers include government stimulus boosting electronics sales, demographic-specific needs (e.g., “new elderly,” Gen Z), and a dual focus on value and premium products. AI-driven innovation, personalized experiences, and the integration of online and offline commerce are reshaping the market. Immediate retail is aiding in the recovery of physical locations, with new entrants like JD’s food delivery gaining significant market share.

Alibaba’s Taobao Now launched a 50-billion-yuan subsidy program, boosting consumer spending and merchant growth. Early data shows significant increases in orders for food and beverage categories, as well as retail products. This year-long initiative aims to invigorate urban service consumption and provide substantial benefits to both consumers and businesses, fostering a new integrated e-commerce and service ecosystem.

Taobao Flash Deals launched a RMB 50 billion subsidy program, leading to over 100% order growth for 589 brands on day one. Sectors like food, electronics, and apparel saw significant increases. Summer essentials, including heat-relief products and swimwear, are particularly popular. The initiative aims to boost consumer and merchant growth through coupons, red envelopes, and reduced commissions, fostering a collaborative consumption ecosystem.

Taobao Tmall launched its “Authentic Experience Score” system, moving beyond user ratings to objectively assess sellers on product quality, logistics, and service. Integrated into search, recommendations, and marketing, this score empowers consumers and rewards merchants with high performance. The system utilizes metrics like return rates, delivery times, and response times. This initiative aims to foster a more trustworthy e-commerce ecosystem by incentivizing genuine quality and service.