- China's total online shopping GMV rose 27.6% Y/Y in Q1 to RMB456.4B ($73.1B), estimates iResearch. The growth rate is roughly on par with Q4's 27.5%, albeit down from Q3's 47.7%.
- iResearch (citing government data) notes e-commerce made up an estimated 7.4% of Q1 Chinese consumer retail sales, and expects full-year GMV growth to be around 30%.
- Business-to-consumer (B2C) transactions accounted for 39.9% of GMV, up from 35.2% a year ago and just 24.6% in Q1 2012; consumer-to-consumer (C2C) activity accounted for the rest. Alibaba's (ABABA) Tmall site remains the B2C market's 800-lb. gorilla, grabbing 50.6% of GMV.
- JD.com (JD), set to go public ahead of Alibaba, had a 23.3% share. Fast-growing Vipshop (VIPS +1%) was the market's #3 player, but had only a 3% share. Dangdang (DANG -0.4%) claimed 2% of the market, and Amazon.cn 2.1%.
- On the mobile side, Alibaba's Taobao site (C2C) had a 76.4% share of mobile shopping GMV. JD.com and Vipshop respectively had 6.9% and 2%.
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