What are the prospects for the e-commerce industry in the coming years?

Major listed companies in the industry: Alibaba (BABA), Pinduoduo (PDD), Jingdong (JD), Vipshop (VIPS), Yixian E-commerce (YSG), Suning Tesco (002024), Dada (DADA), NJEI E-commerce (002127), China Yauzan (08083), Weimin 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 Science and Technology (688365), Worth Buying (300785), Lexin (LX), Water Goat (300740), Kute Intelligence (300840), Ruoyuchen (003010), 1Drug.com (YI), Yunjie (YJ), Qundian (QD), Baby Tree Group (01761), UXIN (UXIN), Mushroom Street (MOGU), and TuanChe (TC)

The core data of this article: Market capitalization distribution of listed companies in the e-commerce industry, regional distribution of listed companies in the e-commerce industry, e-commerce turnover

China's e-commerce turnover in 2020 exceeded 37 trillion

In recent years, the small and medium-sized enterprises (SMEs) international environment has gradually improved, and China's government has continued to introduce fiscal policies to accelerate the application of e-commerce in SMEs. Domestic and foreign environment are favorable to the development of China's business-to-business e-commerce, and in the online shopping market, enterprises to increase the layout of the mobile terminal, the rapid development of mobile shopping, to become an important force to pull the development of the online shopping market, which in turn promotes the growth of e-commerce market as a whole. According to the China E-commerce Report 2020 released by the Ministry of Commerce, in 2020, China's national e-commerce turnover will be 37.21 trillion yuan, with a year-on-year growth rate of 4.5%, and rural online retail sales will be 1.79 trillion yuan, with a year-on-year growth rate of 8.9%. National cross-border e-commerce imports and exports totaled 1.69 trillion yuan, with a year-on-year growth rate of 31.1 percent.

Commodity-based e-commerce accounts for the mainstream

According to the China E-Commerce Report 2020 released by the Ministry of Commerce, China's national e-commerce turnover of 37.21 trillion yuan in 2020, the e-commerce turnover of commodity-based, service-based, and contract-based e-commerce transactions were 27.95 trillion yuan, 8.08 trillion yuan, and 1.18 trillion yuan, respectively. and 1.18 trillion yuan, accounting for 75.11%, 21.71% and 3.17% respectively.

China's listed e-commerce companies in the retail e-commerce companies accounted for nearly 50%

As of December 31, 2020, the domestic *** there are 74 listed companies in the e-commerce industry. Among them, 34 are in the retail e-commerce category, 22 are in the life service e-commerce category, 8 are in the cross-border e-commerce category, and 10 are in the industrial e-commerce category, of which three companies, Ruhan Holdings, Eggshell Apartments, and Opulentus, have been delisted.

Most companies have a market cap of less than 10 billion yuan

Based on data from Aug. 30, 2021, removing Ruhan Holdings, Eggshell Apartments and Opulentus, three of the companies that have been delisted, among China's listed e-commerce companies, 2 of them have market caps of more than one trillion yuan, namely, Alibaba (341,956,100,000,000 yuan) and Meituan Dianping (1,080.04 billion yuan). There are 7 companies with a market capitalization of 100 billion yuan to 1 trillion yuan, namely Pinduoduo, Jingdong, Xiaomi Group, Jingdong Health, Shell Housing, Ali Health, Ctrip; there are 18 companies with a market capitalization of 10 billion yuan to 100 billion yuan, namely Vipshop, Ping'an Good Doctor, Suning Tesco, Anke Innovation, Guolian, Dada, Tongcheng Yilong, MileagePlus, Yixian E-commerce, NJ E-commerce, and Weimeng Group, Ali Movie, Gome Retail, Contact Interactive, China Arzan, Three Squirrels, Liangpin Shop, Shanghai Steel Union, and the rest are all under 10 billion yuan.

50% of e-commerce companies are located in Beijing and Shanghai

On the distribution of e-commerce listed companies, Beijing's 23 accounted for 31%, Shanghai's 14 accounted for 19%, and Hangzhou's 10 accounted for 10.14%; in terms of the number of distribution of e-commerce listed companies in the cities where they are located, Beijing's 23 ranked first, Shanghai's 14 Ranked second, Hangzhou 10 ranked third. The number of companies in the "North, Shanghai and Hangzhou" 47 companies accounted for 63.51% of the overall number of listed companies. The cities where the companies are located also include: Nanjing, Shenzhen, Hong Kong, Guangzhou, Changsha, Wuhan, Foshan, Suzhou, Wuhu, Taiyuan, Quanzhou, Qingdao, Ningbo and Yiwu.