JD.

com

Dec. 2014

www.jd.com


CNNIC201312,

6.183.02
19%

()
700

618

600

564
513

500

457

36%

384

400

302

298

300

242

210
200
100

194

161
46

74

108

0
2007
www.jd.com

2008

2009

2010

2011

2012

2013
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2013
10%2017
20%
()
12,000

23%

25%

9,883

10,000

20%

8,000
15%
6,000

10%

10%
4,000
5%

1,700

2,000
0

0%
2006

2007

2008

2009

www.jd.com

2010

2011

2012

2013 2014e 2015e 2016e 2017e 2018e 2019e 2020e

( RMB)

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B2CB2C

C2C
2010-2015
100%
90%

86%

80%

75%

70%

70%

65%
59%

60%
50%

41%

40%

45%

35%

30%
20%

54%

25%

30%

14%

10%
0%

2010

2011

2012

C2C%

2013

2014e

2015e

B2C%

www.jd.com

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20133658
740

2009-2013
74

80
60

48

40
20

26
6

12

0
2009

2010

www.jd.com

2011

2012

2013

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- :

www.jd.com

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www.jd.com

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1.4%
1.5%
2.8%

7.4%
8.9%

1.4%

1.5%

3.6%

1.9%

3.7%
3.9%

3.5%

4.0%

21.2%

57.4%

5.1%

53.4%

7.4%
9.2%

20%

53.4%

JD.com


11

SKPCB 2014.5


2013GMV 1255201270%
1255

20134740
20133.233
6

733

6
327

2004

12

2005

2006

2007

2008

2009

2010

GMV

Note: For JD.com only, not pro forma for acquired Tencent E-Commerce businesses.

2011

2012

2013

2014331

7
3686
150
70%

43211
256

www.jd.com

2014331

www.jd.com

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 Selection, Speed, Quality and Value

1. As of Mar 31, 2014.

2. As of Apr 1, 2014.
3. Among online direct sales companies in China.

94%

29-40

5,000+ RMB: 31%

48% ; 52%

3,000-5,000 RMB: 32%

62%

6: 49%

3,000+ RMB: 42%

4-6 : 23%

1000-3000 RMB: 24%

: 378 RMB

www.jd.com

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QQ

www.jd.com

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 vs

:
10,00015,000

1000/

2-10%

www.jd.com

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10-25

37

+
+

www.jd.com

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.hk

--JD.COM INTERNATIONAL LIMITED

POP
,

www.jd.com

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:
:

: 10,00015,000
1000/
2-10%

www.jd.com

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Page_17

10-25

www.jd.com

37

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www.jd.com

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3c

(, )

www.jd.com

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8A6
6F, Building A, North Star Century Centre, 8 BeiChen West Street,
Chaoyang District, Beijing, P.R. China 100101

www.jd.com

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