Attention: Analysis Of Investment And Financing Data Report Of China'S E-Commerce Industry

On April 11, China's top 10 influential social think tank of the "Belt and Road" Network, Economic and Social E-Commerce Research Center, jointly with the "Network, Economic and Social Investment and Financing Center" (FA.100EC. CN), released the Report on Investment and Financing Data of China's E-commerce Industry in Q1 2023. This report explores the development of e-commerce in the first quarter of 2023 from the perspective of financing. This report is prepared based on the e-commerce database of "Dianshubao" (DATA. 100EC. CN) of Webinar.

Part 1: E-commerce as a whole

About 5.92 billion yuan in 40 financing cases, a year-on-year decrease of 35.48%

E-commerce is defined as the online trading behavior and business type of all physical, service and virtual commodities based on the Internet, mainly including bulk commodities and industrial products Industrial e-commerce , mainly consumer goods Digital retail 、 Cross border e-commerce , focusing on online takeout, online travel, online rental, transportation, etc Digital life Etc.

The Report shows that in the first quarter of 2023, there will be 40 cases of financing in the e-commerce field, with a year-on-year decrease of 35.48% from 62 cases; The total amount of financing was about 5.92 billion yuan, down 19.01% from 7.31 billion yuan a year earlier.

In terms of fields, in the first quarter of 2023, industrial e-commerce financing topped 3.322 billion yuan, accounting for 56.07%; In addition, cross-border e-commerce financing was 1.393 billion yuan, accounting for 23.51%; Digital retail financing was 895 million yuan, accounting for 15.11%; Digital life financing is 3.14 yuan, accounting for 5.31%

In terms of provincial distribution, there were 11 in Zhejiang, 8 in Guangdong, 6 in Beijing, 2 in Henan, Hainan, Shanghai, Hunan and Sichuan, and 1 in Jiangsu, Shaanxi, Shandong, Jiangxi and Hubei.

In terms of round distribution, there were 10 angel round financing, 3 seed * sub round financing, 6 pre level financing, 6 A-level financing, 4 B and financing, 1 C-level financing, 3 strategic investment, and 3 undisclosed ones.

According to the monitoring data of "Dianshubao", a big e-commerce database under WebEconomic and Social Network, the active investors investing in e-commerce in the first quarter of 2023 include Qingju Venture Capital Sequoia China, Orola Capital, Junying Capital, Yinshan Capital, Yuanxin Capital, Dingsheng Capital, Blue Ocean Zhongli Capital, Guiyang Venture Capital, Meihua Venture Capital, Shiying Capital, Zhencheng Investment, Gaoge Investment, Tencent, Deyi Capital ICBC Capital, Hejun Capital, Pinzhi Century, etc.

Part 2: Digital retail

About 890 million yuan of 13 financing projects decreased by 38.09% year on year

In the narrow sense, digital retail (retail e-commerce) refers to commodity trading activities through online channels, including physical commodity trading and virtual commodity trading. The broad sense online economics and economics defines retail e-commerce as a type of business, including platforms, businesses, brands, users, service providers, etc. According to the mode, there are C2C, B2C, C2M, B2B2C, etc; By category, there are comprehensive e-commerce and vertical e-commerce; New e-commerce includes membership e-commerce, live streaming e-commerce, boutique e-commerce, small program e-commerce, etc.

The Report shows that there were 13 digital retail financing cases in the first quarter, down 38.09% from 21 cases in the same period last year; The amount of financing was RMB 0.89 billion, down 35.97% from RMB 1.39 billion a year earlier.

In 2023, Q1 digital retail financiers will be ranked as Liduoduo, Qile app, Bosh Pet, Qunzhi Chebao, Zhuxing Xiansheng, Zhulong, Yibai Retail, Redu Xingxuan, Haitehui, Temporary Group, Jubaozan, Huaerduo, Zhuxing Xiansheng according to the amount of financing.

In terms of industry distribution, there are 3 fresh food e-commerce, 3 social e-commerce, 2 live broadcast e-commerce, 1 auto e-commerce, 1 e-commerce service provider, 1 pet e-commerce, 1 food e-commerce, and 1 self-service retail.

In terms of provincial distribution, there are five in Zhejiang, two in Guangdong and Hunan, and one in Shanghai, Henan, Hainan and Shandong.

Part 3: Digital Life

14 cases of financing about 310 million yuan, up 100% year on year

Traditional life service e-commerce is a service provided for people's daily life consumption based on the Internet, which is divided into two categories: service to the store (including restaurant, hotel, cinema, etc.) and service to the home (take out, housekeeping, etc.). On this basis, NetEase will upgrade the life service e-commerce to digital life, including catering, tourism, transportation, marriage and dating, real estate, recruitment, home decoration and other life service consumption digitalization.

According to the Report, there were 14 digital life financing cases in the first quarter, up 100% from 7 cases in the same period last year; The total financing amount was 310 million yuan, down 34.04% year on year by 470 million yuan.

In 2023, the financing parties of Q1 digital life will be ranked in the order of financing amount as Ritu Tourism, Post Province, Friendly Neighbor Travel, Koala Express, Haha Travel, Little Hero Travel, Su Xin Travel, Home Dining, Social Fun, Yi Yi Yi Yi Yi Yi Yi Yi Yi Yi Yi, Ju Delicacy, Mei Xiao Dian, Enjoying Sleepwalk, Mafeng Nest.

In terms of industry distribution, there were 5 online tours, 3 food and beverage takeouts, and 2 mobile travel, community services, and housekeeping services.

In terms of provincial distribution, there are four in Zhejiang, two in Beijing, and one in Hainan, Jiangsu, Henan, Sichuan, Guangdong, Shanghai, Shaanxi and Jiangxi respectively.

Part 4: Industrial E-commerce

About 3.32 billion yuan from 10 financing projects, down 44.44% year on year

In the narrow sense, industrial e-commerce refers to transactions between enterprises through third-party and proprietary B2B platforms. Broadly speaking, it refers to the business model of online information matching and trading among enterprises, which is an important part of the industrial Internet. It includes bulk e-commerce that provides bulk commodity trade services, industrial goods e-commerce that provides enterprise non productive materials (MRO) and production materials (BOM) services, wholesale e-commerce that provides online wholesale of consumer goods, e-commerce that provides office supplies, business services and other enterprise procurement and related service providers.

The Report shows that the number of industrial e-commerce financing in the first quarter was 10, down 44.44% from 18 in the same period last year; The total financing amount was 3.32 billion yuan, down 33.33% from 2.49 billion yuan a year earlier.

In 2023, the financing parties of Q1 industrial e-commerce will be ranked in the order of financing amount as Jingdong Industry, Energy Chain Group, Simbada, Yunyin Technology, Cheneel Technology, Xiaowang Technology, Microant Technology, Seen Digital, Future Box, Time Food Chain.

In terms of industry distribution, there are two B2B service providers, two energy e-commerce, and one comprehensive B2B, one textile and clothing B2B, one industrial goods e-commerce, one building materials and home decoration, one catering B2B, and one package printing e-commerce.

In terms of provincial distribution, there are four in Beijing, two in Guangdong and Zhejiang, and one in Sichuan and Hubei.

Part 5: Cross border E-commerce

About 1.393 billion yuan in three financing projects, down 81.25% year on year

NetEase defines cross-border e-commerce in a narrow sense as cross-border retail e-commerce, which belongs to trading subjects in different customs territories. The transaction process of reaching transactions, payment and settlement through the Internet, and delivering goods to consumers through cross-border logistics includes: 9610, 1210, 1239 and other customs supervision code modes. The broad sense economic and social network is defined as the application of e-commerce in import and export trade and retail, including: import and export cross-border e-commerce, cross-border e-commerce (B2B, B2C, C2C), 9710, 9810 and other customs supervision codes and related service providers.

According to the Report, there were three cross-border e-commerce financing cases in the first quarter, down 81.25% from 16 cases in the same period last year; The total financing amount was 1.393 billion yuan, down 52.84% from 2.954 billion yuan a year earlier.

In 2023, Q1 cross-border e-commerce financiers will be ranked as Akulaku, cross-border Rubik's Cube and Diexi Technology according to the amount of financing.

In terms of industry distribution, there are two export e-commerce and one cross-border service provider.

In the round distribution, there is one angel round, one seed round and one strategic investment.

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