中國購物市場分析報告-培訓課件外文版2024.5阿里巴巴1688淘寶拼多多

INDUSTRIES

&

MARKETSGroceryshoppinginChinaCHAPTER

01HouseholdfinancesandfoodconsumptionAverageannualpercapitadisposableincomeofurbanandruralhouseholdsinChinafrom1990to2022(inyuan)PercapitadisposableincomeinurbanandruralChina1990-2022UrbanhouseholdsRuralhouseholds60,00050,00040,00030,00020,00010,00001990200020102011201220132014201520162017201820192020202120224Description:In2022,theaverageannualpercapitadisposableincomeofruralhouseholdsinChinawasapproximately20,133yuan,roughly40percentoftheincomeofurbanhouseholds.AlthoughlivingstandardsinChina`sruralareashaveimprovedsignificantlyoverthepast20years,theincomegapbetweenruralandurbanhouseholdsisstilllarge.ReadmoreNote(s):China;1990to2022Source(s):NationalBureauofStatisticsofChinaAnnualdisposableincomepercapitaofurbanhouseholdsinChinain2021,bygeographicregion(inyuan)DisposableincomepercapitainurbanChina2021,bygeographicregion60,00056,378.350,00040,00030,00020,00010,000040,706.840,582.638,224.6EasternChinaCentralChinaWesternChinaNortheasternChina5/statistics/278708/annual-disposable-income-of-household-members-in-china-by-regionThisstatisticdepictstheaverageannualdisposableincomepercapitaofurbanhouseholdsinChinain2021,bygeographicregion.In2021,thedisposableannualincomeofurbanhouseholdmembersinEasternChinacametoaround56,378yuan.

ReadmoreNote(s):China;2021Source(s):NationalBureauofStatisticsofChinaAnnualpercapitaexpenditureofprivateurbanhouseholdsinChinaonfood,tobaccoandliquorfrom1990to2022(inyuan)PercapitaspendingofurbanhouseholdsinChinaonfood1990-202210,0009,0008,0008,9588,6787,8817,7337,2397,0016,7627,0006,0005,0004,0003,0002,0001,00006,3606,0005,5715,4725,0234,4021,9402000693.8199020102011201220132014201520162017201820192020202120226/statistics/278858/per-capita-expenditure-of-private-households-in-china-on-groceriesIn2022,theaverageannualspendingofonememberofaprivateurbanhouseholdinChinaonfood,tobacco,andliquoramountedtoapproximately8,958yuan.ThepercapitafoodexpenditureinurbanChinahasgrownsteadilyovertheyears.

ReadmoreNote(s):China;1990to2022Source(s):NationalBureauofStatisticsofChinaPercapitaexpenditureofprivateurbanhouseholdsinChinaonfood,tobaccoandliquorin2021,byregion(inyuan)PercapitaexpenditureofurbanhouseholdsinChinaonfood2021,byregionExpenditureinyuan02,0004,0006,0008,00010,00012,00014,000ShanghaiGuangdongZhejiangFujian12,877.611,62211,283.410,612.2BeijingTianjinHainanJiangsu9,719.69,708.49,593.89,590.49,556.8ChongqingTibetSichuanNationalaverageHubei9,395.49,246.58,678.18,513.17Description:ThisstatisticshowsthepercapitaexpenditureofprivateurbanhouseholdsinChinaonfood,tobaccoandliquorin2021,byregion.Thatyear,onememberofaprivateurbanhouseholdinShanghaispentapproximately12,877.6yuanonfood,tobaccoandliquor.ReadmoreNote(s):China;2021Source(s):NationalBureauofStatisticsofChinaPercapitaconsumptionofmajorfoodsinChinain2015and2021,byproduct(inkilograms)PercapitafoodconsumptioninChina2015-2021,byproducttypePercapitaconsumptioninkilograms20212015600204080100120140160144.6Unprocessedgrain(incl.cereal,tuber,beans)VegetablesandediblemushroomsDriedandfreshfruitsandnutsProductsofmeat(excl.poultry)MilkanddairyproductsAquaticproducts134.5109.897.86144.532.926.214.412.114.211.213.2Eggs9.512.3Poultry8.410.810.6Edibleoilandfats1.31.3Sugar8Description:In2021,theunprocessedgrainpercapitaconsumptionnationwideamountedto144.6kilogramsinChina.Thisamountwasapproximately20kilogramshigherthangrainconsumptioninurbanhouseholds.However,thepercapitaconsumptionofsugarremainedquitesimilar,around1.1and1.3kilogramsinurbanhouseholdsandnationwiderespectively.ReadmoreNote(s):China;2015and2021Source(s):NationalBureauofStatisticsofChinaPercapitaconsumptionofmajorfoodsinurbanhouseholdsinChinain2021,byproduct(inkilograms)PercapitafoodconsumptioninurbanChina2021,byproducttypePercapitaconsumptioninkilograms40

6002080100120140Unprocessedgrain(incl.cereal,tuber,beans)VegetablesandediblemushroomsDriedandfreshfruitsandnutsProductsofmeat(excl.poultry)MilkanddairyproductsAquaticproducts124.811267.734.418.216.7Eggs13.412.310.1PoultryEdibleoilandfatsSugar1.19Description:In2021,anaverageChinesepersonfromanurbanhouseholdconsumedaround124.8kilogramsofunprocessedgrain.Thatyear,theaverageconsumptionoffoodcategorieslikegrain,vegetables,dairyproductshadincreasedinurbanChina.However,thepercapitaconsumptionofeggs,poultry,andsugarhadslightlydecreasedcomparedto2020.ReadmoreNote(s):China;2021Source(s):NationalBureauofStatisticsofChinaCHAPTER

02FMCGretailmarketSalesvalueoffastmovingconsumergoods(FMCG)inurbanretailmarketinChinafrom2012to2022(inbillionyuan)FMCGsalesinurbanretailmarketinChina2012-20221,6001,4471,4261,3821,3831,4001,3111,2461,187.81,2001,00080060040020001,1421,090.9997.4925.52012201320142015201620172018201920202021202211Description:In2022,thesalesvalueofFMCGintheurbanretailmarketinChinaamountedtoaround1.45trillionyuan,increasingfromaround1.43trillionyuaninthepreviousyear.Inthatyear,e-commercechannelsaccountedformorethan30percentofChina'surbanFMCGretailsales.ReadmoreNote(s):China;2012to2022Source(s):Bain&Company;KantarWorldpanelAnnualgrowthrateofconsumerspendingonfastmovingconsumergoods(FMCG)inChinain4thquarterof2022,bycategoryGrowthrateofconsumerspendingonFMCGinChinaQ42022Year-on-yeargrowthrate-2%-1%0%1%2%3%4%5%6%5.7%7%HomecareFood5.3%BeveragesFMCGtotalPersonalcareDairy4%3.1%-0.4%-0.8%12Description:Thestatisticshowsthegrowthrateofconsumerspendingonfastmovingconsumergoods(FMCG)inChinainthefourthquarterof2022,comparedtothesamequarterofthepreviousyear.Inthelastquarterof2022,spendingonpersonalcaredecreasedsignificantlyfromthelastquarteroftheyearearlierinChina.ReadmoreNote(s):China;Q42022Source(s):KantarWorldpanelAnnualgrowthoffast-movingconsumergoods(FMCG)marketvalueinChinain2021,bycitytierAnnualgrowthofFMCGmarketinChina2021,bycitytierYear-on-yeargrowth2.0%

2.5%0.0%0.5%1.0%1.5%3.0%3.5%4.0%4.5%Tier-10.8%Tier-2Tier-3Tier-4Tier-53.7%4.1%2.7%2.5%13Description:In2021,China'stier-3citiesrecordedthehighestyear-on-yeargrowthintermsofFMCGmarketvalue,amountingto4.1percent.Comparatively,theFMCGmarketintier-1citiesonlygrewby0.8percent.

ReadmoreNote(s):China;2021Source(s):Bain&Company;KantarWorldpanelDistributionoffastmovingconsumergoods(FMCG)retailsalesvalueinChinain2022,bysaleschannelShareofFMCGretailsalesvalueinChina2022,byretailchannelConveniencestore3%Grocerystore3%Others13%Online26%Workunit/gift14%Supermarket25%Hypermarket16%14/statistics/1004666/china-fmcg-retail-sales-value-share-by-sales-channelThestatisticdepictsthedistributionoffastmovingconsumergoods(FMCG)retailsalesvalueinChinain2022,bysaleschannel.Duringthatperiod,retailsalesvalueofFMCGinsupermarketsaccountedfor25percentofthetotalFMCGretailsalesinChina.ReadmoreNote(s):China;2022Source(s):KantarWorldpanelLeadingsupermarketandhypermarketoperatorsinChinain2022,basedonsalesvalue(inbillionyuan)LeadingFMCGretailersinChina2022,basedonsalesvalueSalesvalueinbillionyuan20

400Walmart(China)InvestmentCo.,Ltd.YonghuiSuperstoresCo.,Ltd.6080100120109.3197.99RTMart92.01ChinaResourcesVanguardCo.Ltd.WumartHoldings69.2461.896157.47ShanghaiHemaNetworkTechnologyCo.,Ltd.(AlibabaGroup)LianhuaSupermarketHoldingsCo.,Ltd.JiajiayueGroupCo.,Ltd.31.14ZhongbaiHoldingGroupCo.,Ltd.22.117.87CenturyHualianSupermarketChains(Jiangsu)Co.,Ltd.15Description:In2022,WalmartChinarankedfirstinChinawiththevalueofannualsalesamountingtoaround109.3billionyuan.Inthemeantime,YonghuiSuperstoresCo.,Ltd.generatedapproximately98billionyuan.ReadmoreNote(s):2022Source(s):ChinaChainStore&FranchiseAssociationLeadingconveniencestoreoperatorsinChinain2022,basedonnumberofstoresLeadingconveniencestoreoperatorsinChina2022,basedonnumberofstoresNumberofstores5,000010,00015,00020,00025,00030,00035,000DongguanSugar&LiquorGroupMeiyijiaConvenienceStoreCo.,Ltd.(Meiyijia)SinopecGroup(EasyJoy)30,00828,006PetroChinaCo.,Ltd.(uSmile)20,600GuangdongTianfuChainBusinessCo.,Ltd(Tianfu)Lawson(China)Holdings,Inc.(Lawson)XingshengCommunityNetworkServiceCo.Ltd.(FurongXingsheng)ChengduHongqiChainstoreCo.,Ltd.(Hongqi)Seven-ElevenChina(7-Eleven)6,9705,6415,3983,5613,3193,316C&UGroup(Shizu,Zhishang)FamilyMartChina(FamilyMart)2,66616Description:Basedonthenumberofstores,MeiyijiarankedfirstamongtheleadingconveniencestoreoperatorsinChinain2022.EasyJoy,aSinopecGroupconveniencestorechain,hadaround28,000branchesinChinathatyear.

ReadmoreNote(s):China;asofDecember31,2022Source(s):ChinaChainStore&FranchiseAssociation;SohuLeadingfastmovingconsumergoods(FMCG)brandsbasedonhouseholdpenetrationinChinain2022MostpopularFMCGbrands'householdpenetrationinChina2022Householdpenetrationrate40%

50%0%10%20%30%60%70%80%90%100%YiliMengniu91.6%89.6%MasterKongHaday82.4%83.9%WantWantShuanghuiArawana65.3%61%65.9%64.2%NongfuSpringVinda56.8%Hearttex60.1%17Description:DairybrandYilirankedfirstforeightconsecutiveyearsinKantarWorldpanel'sChineseFMCGbrandranking.In2022,thebrandreached91.6percenthouseholdpenetrationrate.ReadmoreNote(s):China;November2020toOctober2022;across53marketscovering37,000brandsSource(s):CTRMarketResearch;KantarWorldpanelCHAPTER

03FoodandbeveragesFoodmarketrevenueinChinafrom2018to2022withforecastsuntil2028,bysegment(inbillionU.S.dollars)ForecastofthefoodmarketrevenueinChina2018-2028TotalVegetablesSpreads&SweetenersDairyProducts&EggsBread&CerealProductsConfectionery&SnacksMeatOils&FatsBabyFoodFish&SeafoodSauces&SpicesPetFoodFruits&NutsConvenienceFood2,5002,0001,5001,0005000201820192020202120222023*2024*2025*2026*2027*2028*19Description:Therevenueinthefoodindustryisestimatedtoincreaseto2,182billionU.S.dollarsuntil2028.Similiartotoday,Bread&CerealProductsisestimatedtoremainthebiggestsegmentinthemarketwith376billionU.S.dollars.

ReadmoreNote(s):China;2018to2022Source(s):RetailsalesvalueoffreshfoodinChinafrom2016to2021withestimatesuntil2026(intrillionyuan)RetailsalesvalueoffreshfoodinChina2016-202698768.487.87.186.626.15.875.645.195432104.013.673.472016201720182019202020212022*2023*2024*2025*2026*20Description:In2021,theretailsalesvalueoffreshfoodinChinatotaledaround5.64trillionyuan,decreasingfrom5.87trillionyuaninthepreviousyear.Nevertheless,China'sfreshfoodretailmarketisestimatedtoreacharound8.5billionyuanin2026.

ReadmoreNote(s):China;2016to2021;*Estimate.Figureshavebeenrounded.Oneyuanequalsapproximately0.14U.S.dollarsand0.13euros(asofOctober2023).

ReadmoreSource(s):Frost&Sullivan;HKExnewsRetailsalesvalueofpackagedfoodinChinain2016and2020withforecastsfor2021and2025(inbillionU.S.dollars)RetailsalesvalueofpackagedfoodinChina2016-2025400366.75350298.0130025020015010050283.98228.40201620202021*2025*21Description:PackagedfoodretailsalesinChinain2020wereabout284billionU.S.dollars.Inthenextfewyears,packagedfoodretailsalesareexpectedtogrowataCAGRof5.3percentandreach366.7billionU.S.dollarsin2025.

ReadmoreNote(s):China;2016and2020;*Estimate.ReadmoreSource(s):AgricultureandAgri-FoodCanada;EuromonitorRetailsalesvalueofthenon-alcoholicbeveragemarketinChinafrom2017to2022withestimatesuntil2027(inbillionyuan)AnnualretailsalesvalueofChina'snon-alcoholicbeveragemarket2017-20272,5002,379.82,206.42,043.62,0001,887.81,739.51,582.41,518.51,5001,00050001,372.71,344.71,2481,167.52017201820192020202120222023*2024*2025*2026*2027*22Description:In2022,China'snon-alcoholicbeverageretailsalesreached1.58trillionyuan,showingsteadygrowthoverthepastyear.Softdrinksaccountedforthelargestshareofnon-alcoholicbeveragesalesinthatyear.

ReadmoreNote(s):China;2017to2022;*Estimate.Oneyuanequalsapproximately0.14U.S.dollarsand0.13euros(asofSeptember2023).

ReadmoreSource(s):Frost&Sullivan;HKExnewsRevenuepercapitaofthefoodmarketinChinafrom2018to2028(inU.S.dollars)RevenuepercapitaoffoodinChina2018-20281,6001,4001,2001,0001,483.171,385.251,306.271,206.141,113.851,023.03952.88889.06800.098006004002000713.25673.312018201920202021202220232024202520262027202823Description:TheaveragerevenuepercapitainthefoodmarketinChinawasforecasttocontinuouslyincreasebetween2023and2028byintotal460.1U.S.dollars(+44.97percent).Afterthetenthconsecutiveincreasingyear,theindicatorisestimatedtoreach1,483.17U.S.dollarsandthereforeanewpeakin2028.Notably,theaveragerevenuepercapitaofthefoodmarketwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):China;2018to2028Source(s):LeadingChinesefoodandbeveragecompaniesontheFortuneChina500rankingin2023,basedonrevenue(inbillionyuan)LeadingChinesefoodandbeveragecompaniesontheFortuneChina500ranking2023Revenueinbillionyuan020406080100120140160180200189.25WHGroupKweichowMoutai127.55123.17InnerMongoliaYiliIndustrialGroupChinaMengniuDairy92.59WuliangyeYibin73.97ChinaResourcesBeerTsingtaoBreweryCompanyNongfuSpring35.2632.1733.2430.128.21JiangsuYangheBreweryBrightDairy&Food24Description:ThisstatisticshowstheleadingChinesefoodandbeveragecompaniesontheFortuneChina500rankingin2023.Therankingisbasedontotalrevenuesin2022andhasbeenreleasedinJuly2023.WHGroupranked74stamongallsectorswithanannualrevenueofnearly189.3billionyuanin2022.ReadmoreNote(s):China;2022Source(s):FortuneLeadingfoodbrandsinChinain2022,basedonConsumerReachPoints(inmillions)Fastest-growingfoodbrandsinChina2022ConsumerReachPointsinmillion300%

400%

500%0%100%200%600%700%800%900%HaitianMasterKongShuanghuiArawana798.3%499.6%415.3%409.8%Lay's292.5%25/statistics/1322492/china-fastest-growing-food-brandsChinesecondimentbrandHaitianbecamethefastest-growingfoodbrandintheChinesemarketin2022,witharound798millionConsumerReachPoints.Inthatyear,Haitianreachedahouseholdpenetrationrateof83.9percentinmainlandChina.ReadmoreNote(s):China;November2021toOctober2022;across53marketscovering37,000brandsSource(s):CTRMarketResearch;KantarWorldpanelCHAPTER

04HomeandpersonalcareproductsHome&laundrycaremarketrevenueinChinafrom2018to2022withforecastsuntil2026,bysegment(inbillionU.S.dollars)Forecastofthehome&laundrycaremarketrevenueinChina2018-2026TotalLaundryCareHouseholdCleanersDishwashingDetergentsPolishes,RoomScents&Insecticides2520151050201820192020202120222023*2024*2025*2026*2027*2028*27Description:TheoverallHome&LaundryCareindustryinChinaisforecasttoincreasetoarevenueof23.7billionU.S.dollarsuntil2026.With15.3billionU.S.dollars,theLaundryCaresegmentisforecasttoremainthebiggestsegmentinthemarket.

ReadmoreNote(s):China;2018to2022Source(s):MarketsizeoftoiletriesindustrybasedonretailsalesinChinafrom2015to2021withestimatesuntil2026(inbillionyuan)RetailsalesoftoiletriesindustryinChina2015-2026450400387.8361.3336.3350311.9289.330025020015010050267.9245.1222.3202.2189.2173.6151.4201502016201720182019202020212022*2023*2024*2025*2026*28Description:In2021,theretailsalesoftoiletriesproductsinChinaamountedto267.9billionyuan,increasingfrom245.1billionyuanin2020.Themarketisexpectedtoreach387.8billionyuanby2026.Toiletriesproductsrefertoproductsusedforpersonalhygieneorgrooming,includingbathandshower,skincare,haircare,andoralcareproducts.ReadmoreNote(s):China;2015to2021;*Estimate.Oneyuanequalstoapproximately0.16U.S.dollarsand0.14euro(asofApril2022).ReadmoreSource(s):Frost&Sullivan;HKExnewsRetailtraderevenueofcosmeticsinChinafromJuly2022toJuly2023(inbillionyuan)RetailsalesofcosmeticsinChinabymonth2022-2023706050403020100Jul'22Aug'22Sep'22Oct'22Nov'22Dec'22Jan/Feb'23*Mar'23Apr'23May'23Jun'23Jul'2329Description:InJuly2023,cosmeticsretailsalesinChinaamountedtoaround25billionyuan,4.1percentlowerthanthesameperiodofthepreviousyear.ThehighestretailsalesvalueofcosmeticsinChinawasoftenrecordedinJanuary/February,June,andNovember,whentheshoppingfestivalstookplace.ReadmoreNote(s):China;July2022toJuly2023Source(s):NationalBureauofStatisticsofChinaLeadinghomecarebrandsinChinain2022,basedonConsumerReachPoints(inmillions)Fastest-growinghomecarebrandsinChina2022ConsumerReachPointsinmillion150%

200%0%50%100%250%300%350%LibyDiaoPaiBlueMoonVinda330.8%230.2%174.3%171.6%Omo168.8%30Description:ChinesehouseholdcleaningproductbrandLibybecamethefastest-growinghomecarebrandintheChinesemarketin2022,with330.8millionConsumerReachPoints.Inthatyear,Libyreachedahouseholdpenetrationrateof59.7percentinmainlandChina.ReadmoreNote(s):China;November2021toOctober2022;across53marketscovering37,000brandsSource(s):CTRMarketResearch;KantarWorldpanelLeadinghealthandbeautybrandsinChinain2022,basedonConsumerReachPoints(inmillions)Fastest-growinghealthandbeautybrandsinChina2022ConsumerReachPointsinmillion150%0%50%100%200%250%300%SafeguardHearttexVinda280%248.9%237.6%Space7Darlie187.4%186.2%31/statistics/1322502/china-fastest-growing-health-and-beauty-brandsBeautybrandSafeguardbecamethefastest-growinghealthandbeautybrandintheChinesemarketin2022,withan280millionConsumerReachPoints.Inthatyear,Safeguardreachedahouseholdpenetrationrateof57.9percentinmainlandChina.ReadmoreNote(s):China;November2021toOctober2022;across53marketscovering37,000brandsSource(s):CTRMarketResearch;KantarWorldpanelCHAPTER

05GroceryshoppingonlineShareofe-commercesalesintheurbanFMCGretailmarketinChinafrom2014to2022OnlineretailshareinurbanFMCGretailmarketinChina2014-202235%30%25%20%30.9%31%27.8%21.6%17.1%13.8%15%11.1%10%7.9%20156%5%0%2014201620172018201920202021202233Description:Thisstatisticdescribestheshareofe-commercesalesinChina'surbanFMCGretailmarketfrom2014to2022.In2022,onlinesalesaccountedfor31percentoftheFMCGretailmarketinurbanChina.Thecoronavirusoutbreakatthebeginningof2020acceleratedthedevelopmentofonlinegroceryshoppinginChina.ReadmoreNote(s):China;2014to2022Source(s):Bain&Company;KantarWorldpanelPrimaryonlinechannelstopurchasegroceriesinthepastmonthinChinaasofMay2022MajoronlinechannelstobuygroceriesamidCOVID-19pandemicinChina202290%78%80%70%60%50%40%30%20%10%0%70%41%25%15%Horizontale-commerceplatformsFooddeliveryandfreshe-commerceplatformsSocialcommerceplatformsWeChatgroupsOnline-to-offlineretailplatforms34Description:AccordingtoasurveyfromMay2022,around78percentofChineserespondentssaidtheyusedhorizontale-commerceplatformstobuygroceriesinthepastmonth.Incomparison,anoverwhelming92percentofrespondentsfromShanghaisaidtheypurchasedgroceriesinWeChatgroupsinMay2022,whenthemetropolisexperiencedalockdown.ReadmoreNote(s):China;May2022;1,188respondents;18-59years;amongconsumersacross12cities*;*The12citieswereShanghai,Beijing,Guangzhou,Chengdu,Harbin,Fuzhou,Hangzhou,Wuhan,Xingtai,Zhanjiang,Changzhou,andXinyang.

ReadmoreSource(s):Mintel;NetEaseRetailsalesvalueoffreshfoodinChinafrom2016to2021withestimatesuntil2026,bychannel(intrillionyuan)RetailsalesvalueoffreshfoodinChina2016-2026,bychannelOnlineOffline4.9176.596.295.8465.55.284.855.225432103.793.523.371.91.61.341.110.890.730.590.340.2220180.1520170.120162019202020212022*2023*2024*2025*2026*35Description:In2021,theonlineretailsalesvalueoffreshfoodinChinatotaledaround0.73trillionyuan,increasingfrom0.59trillionyuaninthepreviousyear.TheoutbreakoftheCOVID-19pandemichasacceleratedthedevelopmentofChina'sfreshfoode-commerce.ReadmoreNote(s):China;2016to2021;*Estimate.Figureshavebeenrounded.Oneyuanequalsapproximately0.15U.S.dollarsand0.14euros(asofJuly2022).

ReadmoreSource(s):Frost&Sullivan;HKExnewsGrossmerchandisevolumeoffreshfoode-commerceinChinafrom2013to2022(inbillionyuan)Freshfoode-commerceGMVinChina2013-2022600500400300200100560.14465.81364.13255.45195140.28201791.454.22913020132014201520162018201920202021202236/statistics/1026889/china-fresh-food-ecommerce-gross-merchandise-volumeFreshfoodisoneoftherapidlydevelopinge-commercesectorsinChina.In2022,thegrossmerchandisevolumeoffreshfoode-commerceamountedtoapproximately560.14billionyuan,increasingfromabout465.81billionyuaninthepreviousyear.ReadmoreNote(s):China;2013to2022Source(s):100PenetrationrateofonlinefreshfoodshoppinginChinafrom2013to2022Freshgrocerye-commercepenetrationrateinChina2013-202212%10.28%10%7.91%7.63%8%6%4%2%0%4.67%3.8%20182.97%20172.02%20161.29%20150.59%20140.36%2013201920202021202237Description:In2022,thepenetrationrateofonlinefreshgroceryshoppinginChinareached10.28percent.China'sfreshproducte-commercemarketgeneratedaGMVofaround560billionyuanin2022.

ReadmoreNote(s):China;2013to2022Source(s):100Numberofmonthlyactiveusersoffreshfoode-commerceacrossallplatformsinChinaasofJuly2022,bycompany(inmillions)NumberofmonthlyactiveusersoffreshcommerceinChina2022,byplatformNumberofmonthlyactiveusersinmillions010203040506070HemaFresh(Freshippo)DingDongDmall61.2446.1925.99Yonghui17.68Dada-JDDaojiaRT-MartFreshMissfresh15.7914.019.83Bianlifeng8.157.99PagodaMeicai4.1338Description:AsofJuly2022,Freshippohadaround61.2millionmonthlyactiveusersacrossallplatformsinChina,makingitthelargestfreshcommerceserviceproviderinChina.DingDongrankedsecondwitharound46.2millionMAUsonitsapp,.

ReadmoreNote(s):China;asofJuly2022Source(s):QuestMobileCHAPTER

06InnovativetechnologyingroceryshoppingMarketsizeoffast-movingconsumergoodsintelligentretailmarketinChinafrom2018to2022withestimatesuntil2027(inbillionyuan)FMCGintelligentretailsalesinChina2018-20274036.634.1353025201510531.127.926.826.924.521.321.2190201820192020202120222023*2024*2025*2026*2027*40Description:In2022,theintelligentretailsalesvalueofFMCGproductsinChinatotaledaround21.2billionyuan,downfrom26.9billionyuantheyearprior.Nevertheless,thesmartretailindustryinChinawaspredictedtoexpandrapidlyinthecomingyears,withtheannualretailvalueexceeding36.6billionyuanby2027.ReadmoreNote(s):China;2018to2022;*Forecast.Oneyuanequalstoapproximately0.14U.S.dollarsand0.13euros(asofOctober2023)