中国電子商取引市場の動向調査報告書2007

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1

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3 , Web2.0 Web2.0

4 B2B B2C C2C Web Web Web Bokee.com iresearch IDG/Instat BECA CECA Cross-A

5 (1) a b

6 c. SIer d , ,

7 300 B2B BPO ITO

8 BPO ITO (2)

9 (1) (2)

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11 CECA CECA CECA , ,400 2 b ( ) ( ) 5 ( ) - 7 -

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14 4, % CNNIC (00 07) % 16.0% % % 16.0% 1, % % 6.6% % % 3.8% % % 3.2% 1, % % 3.0% % % 2.9% % % 2.6% % % 2.5% % % 2.4% % , % -- 6, % Internet World Stats

15 (2) iresearch , B2B % % 8.6% % % 8 4 ( ) Q1 2006Q2 2006Q3 2006Q4 2007Q1 2007Q2 iresearch China Internet Industry Research Report (2007Q2) Q2 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%, 9.0, 2.2, 30.1, 24.1, 8.7, 15.0, 5.8, 5.0 iresearch China Internet Industry Research Report (2007Q2)

16 Q2 Tencent 8% NetEase 5% Shanda 5% Alibaba 5% Sina 4% Baidu 4% KongZhong 1% Sohu 3% The9 3% TOM 2% iresearch China Internet Industry Research Report (2007Q2) Tencent (IM) Baidu ( ) Alibaba (B2B) Sina ( ) Sohu ( ) NetEase ( ) Shanda ( ) (%) Alibaba Taobao B2B B2B

17 2.2. (1) 2006 iresearch , B2B B2B iresearch 2010 B2B CCID B2B+B2C/C2C 25,000 20,000 iresearch, ,261 17,000 15,000 10,000 5,000 1, ,809 2,900 4,800 3,239 7,400 6,785 13,112 11, , E iresearch 2006d 1. CCID EDI B2B B2C C2C 2. iresearch B2B B2C C2C CCID iresearch 7 -

18 (2) B2B iresearch B2B China B2B E-Commerce Research Report B2B 7 5, China B2B E-Commerce Research Report B2B B2B 160, , , ,000 80,000 60,000 40,000 20, E 2008E 2009E 2010E 0 iresearch 2006 B2B B2B 8 B2B B2B

19 B2B Q1 2006Q2 2006Q3 2006Q4 2007Q1 2007Q2 2007Q CCID B2B CCID 5 B2B B2B B2B 3, B2B iresearch B2B Analysys B2B

20 B2B E 2008E 2009E 2010E 2011E 2012E iresearch B2B Q1 2006Q2 2006Q3 2006Q4 (3) B2C/C2C B2C C2C iresearch , B2C 82 C2C ,

21 Q1 2006Q2 2006Q3 2006Q4 2007Q1 2007Q2 2007Q ,000 1, , B2C C2C ebay B2C C2C iresearch C2C C2C 2003 B2C 70 B2C C2C

22 B2C C2C B2C C2C C2C C2C ( ) B2C C2C C2C B2C C2C iresearch C2C C2C C B2C B C2C C2C Taobao.com Alipay.com Alipay Alipay C2C C2C B2C

23 iresearch CNNIC 0% 10% 20% 30% 40% 50% 60% 70% % 10% 20% 30% 40% 50% 60% iresearch

24 Taobao.com Taobao Alipay Taobao Taobao Taobao , , B2C 11 2, B2C VISA UPS B2C

25 B2B B2C C2C , B2B2C Taobao.com 2,000 Analysys

26 Analysys 7,000 2, B2B B2C Dangdang.com B2B URL corp.netsun.com B2B B2B B2B CCID 20 IM Web Baidu.com C2C 19 iresearch 9.0 (China Internet Industry Research Report 2007Q2)

27 Alimama.com 2 Web 2.0 Web 2.0 BBS SNS Web Web Alipay.com ,800 Alibaba.com Taobao.com Bill Corporation 1 Alipay.com C2C IM Tencent Baidu Web B2B B2B

28 B2B B2B B2B (%) china.chemnet.com China B2B E-Commerce Research Report 2006 iresearch B2B B2B B2C C2C B2B B2B 70 globalresources.com made-in-china.com hc360.com 21 iresearch China B2B EC Quarterly Research Report 2007Q3-24 -

29 iresearch, 27.5, 1.1, 52.8, 1.9, 4.8, China B2B EC Quarterly Research Report 2007Q3 Analysys iresearch B2B Analysys B2B % 3% 3% 6% 8% 67%

30 B2B HMQ HMQ Harmony Capital Partners Limited OnDemand 23 Google 500 CEO B2B B2B Alibaba (B2B ) Global Resouce HC360 NetSun NA B2C C2C (1) B2C B2C Joyo.com Dangdang.com B2C iresearch Joyo.com Dangdang.com No

31 B2C amazon.com.cn, 12.9, 32.9 Dangdang.com, shop.com, 8.4 cncard.com, read.com, 5.8 m18.com, 7.2 ppg.cn, buy.com, China B2C/C2C EC Quarterly Research Report 2007Q3 B2C B2C B2C C VC B C B2C IT IT B2C (2) C2C B2C C2C Taobao.com ebay JV eachnet.com Tom-each ebay

32 25 3 Paipai.com Tencent C2C Paipai.com 7.1% 2.9% eachnet.com 8.1% Taobao.com 81.9% China B2C/C2C EC Quarterly Research Report 2007Q Baidu C2C 26 C C iresearch ESE ESN ESE: E-commerce based on Search Engine, ESN: E-commerce based on Social Network 4. Web What is Web Web , Tom-each Papal IT )

33 Web 2.0 Web Web Web Web blog.sina.com.cn 3. blog.suhu.com 4. blog.tianya.cn 5. blog.163.com Sina Sohu 163 NetEase RSS RSS RSS Rich Site Summary RSS 60.8 RSS 14.6 RSS RSS 20 SNS 60% SNS Social Bookmarks

34 iresearch 28 Web ,000 3 SNS SNS 4.2. Web 2.0 IT IDC Web 2.0 SNS 2, Web 1.0 Sina Sohu BBS IM Tencent QQ IM BBS Web 1.0 Web 2.0 Web 2.0 Analysys Web Web 2.0 SNS P2P Wiki Web 2.0 Web 1.0 Web 2.0 Mobile Value Added Services MVAS Web E 2007F 2008F E Estimate F Forecast tech.sina.com.cn/i/ / shtml - 86k

35 Web 2.0 Web 2.0 Analysys SNS (1) CNNIC ,282 4, , , % % 5 IM Instant Messaging Tencent 3 Sina Sohu NetEase Consumer Generated Media CGM

36 % 5% 10% 15% BSP Blog Service Provider

37 % 10% 20% 30% 40% 50% BSP Blog Service Provider BSP BSP BSP Web QQ MSN Space QQ Web 2.0 BSP FOTOLOG V-Blog

38 (2) SNS SNS Making-Friends Online Site SNS SNS iresearch 2006 SNS 5,900 6, SNS E 2008 E 2009 E 2010 E % iresearch China Making-Friends Online Research Report 2006 SNS iresearch 2010 SNS 4, ( ) SNS E 2008 E 2009 E 2010 E iresearch China Making-Friends Online Research Report

39 4.4. Web 2.0 (1) Analysys , iresearch % Q1 2006Q2 2006Q3 2006Q4 2007Q1 2007Q2 2007Q3 iresearch China Online Advertising Research Report 2007Q3 Web

40 Web taobao C2C (2) % % % %

41 % % 27.3% % iresearch 2007 Web , Web SNS Intel Redpoint Ventures Sequoia Capital China SIG 1, SNS Mayfield Fund NEA GSR Ventures NorthernLight SNS 1, Qiming Venture Partners SNS 1, SNS Myspace IDG Myspace 40 SNS Facebook 41 Web

42 EC EC 4 EC BECA CECA BECA 2002 EC EC BECA B2C EC Web2.0 Bokee.com , A taobao C2C EC Xunlei

43 2003 P2SP peer-to-server-peer Web1.0 Web VMI Vendor Managed Inventory EC EC EC EC EC Bokee.com Blog China 2005 Bokee Bokee Blog China bokee Bokee ,000 IP 800 PV 3, Bokee Web 1.0 Web

44 Bokee % 44.36% 39.72% % BBS 11 Alimama B2C2C 2.2. iresearch iresearch 2002 Web 2.0 iusertracker iadtracker iusertracker 5 iadtracker

45 Web iusertracker SNS YouTube Web RSS Wiki : : :26 4 SNS 48: :52 iresearch BBS SNS SNS 61.7% 57.9% 57.5% SNS SNS Web Web SNS iresarch 2.3. IDG/Instat

46 Web 2.0 Web 2.0 Web 2.0 Web 2.0 Web Facebook SNS B2C Ctrip B2B Google Baidu B2B Web 2.0 Winner-take-all 2.4. BECA

47 (1) BECA BECA IT 2002 BECA IT BECA ,000 POS (2) IT 1997 B2C

48 7, B2C 8848 B2C B2B (3) , B2B (4) RFID 12 1 BECA

49 2.5. CECA (1) CECA CECA CECA

50 (2) CECA CECA CECA 20 3 CECA 3 3, Cross-A Cross-A Cross-A QQ Tencent

51 , CEO CIM CIM CRM

52 PV 1 PV

53 B2C

54 PLC (1) VMI Vendor Managed Inventory VMI VMI VMI (2) FMI Factory Managed Inventory

55 FMI FMI VMI FMI VMI (3) (1) 100 VMI

56 (2) Google PtoSP Peer to Server and Peer 2006 Web

57 BBS Amazon

58 iresearch China Internet Industry Report 2007 Q2 iresearch China B2B E-Commerce Research Report 2006 iresearch China Online Shopping Research Report 2006 iresearch China Blog Market Research Report 2006 iresearch China Online Broadband Research Report 2006 iresearch China Making-Friends Online Research Report 2006 iresearch China B2B E-Commerce Quarterly Research Report 2007Q3 iresearch China Online Shopping Quarterly Research Report 2007Q3 iresearch China Online Advertising Research Report 2007Q CNNIC CNNIC China Web 2.0 Current Situation and Development Trends Survey Report CNNIC 2007 Blog No

59

60 ISBN C2033

中国の電子商取引市場動向調査報告書 2006

中国の電子商取引市場動向調査報告書 2006 ECOM http://keirin.jp 2006 1...1 1. EC...1 1.1....1 (1) EC 2006 2020...1 (2) EC...2 (3) EC...3 (4)...5 1.2. EC...5 (1)...5 (2)...7 (3)...8 (4)...9 (5)...11 (6)...11 (7)...12 2. EC...14 2.1....14 2.2.

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