Author Archive: Xueqiuxia

Taobao and TMall, the Massive and Fast Growing Online Retail Ecosystem in China

Alibaba provides the largest retail commerce business in the world in terms of GMV 2020, which is up to US 1 trillion in terms of GMV. Alibaba operate China retail marketplaces, consisting of Taobao Marketplace, China’s largest mobile commerce destination with a large and growing social community, and Tmall, the world’s largest third-party online and mobile commerce platform for brands and retailers.  As I have said Alibaba aims to build the operating system for commerce, and provides a bundle of services…
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Travel in Chinese National Holiday (Qingyuan-Huangyao Ancient Town-Longji Terrace-Wuzhou-Zhaoqing)

This year, the Chinese National Holiday has 8 days vacation, and it’s a good time for self driving travel.  I have been to Qingyuan, Huangyao Ancient town, Longji Terrace, Wuzhou, Zhaoqing. All these places are in Guangdong and Guangxi Province, and each place has different views.  Qingyuan: In Qingyuan, the most impressive thing is to have delicious food. Tian Qiaodi is a remote restaurant, and famous for chicken.  Alougth the restaurant environment is not good, but numerous people are waiting…
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Ant Group, Building Payment and Financial Services Infrastructure through Technology Innovation

In September, the hottest market news is Ant Group, backed by Alibaba, will go public to list its shares in Hong Kong and on Shanghai’s Star Market, China’s Nasdaq-like tech board. This will lead to one of the biggest IPO in histroy.  Let’s see what business Ant Group provides and why it may pull off a record breaking IPO.  In “Alibaba, the Operating System for Commerce, Make Business Easy Anywhere“, I have briefly provide one picture that the payment and…
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Midea, Evolving from Home Appliance Company to Data-Driven Technology Group

Midea was founded in 1968 led by Mr. He Xiangjian in Shunde. In 1980s, seizing the opportunities Created by Reform and Open-up Policy, Midea started to make electronic fans, AC and entered the home appliance industry.  In 1993, Midea went through shareholding reform and was listed on Shenzhen Stock Exchange, becoming the first township company in China with a modern management system. In 2000s, Midea further diversifed its product portfolio by carring out a series mergers and acquisitions. It expanded…
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Huawei and Chinese Tech Companies will Become Stronger as US Curbs Tougher

There is a saying when make a comparison between Chinese tech companies and US tech companies.  Which company can compete against Cisco? The answer is Huawei.  Which company can compete against Google Android? The answer is Huawei.  Which company can compete against Intel? The answer is Huawei.  Which company can comptet against Apple? The answer is Huawei.  This awkward comparison shows that very few Chinese tech companies have the realy ability to compete against US peers, except Huawei. That’s why…
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Kweichow Moutai, the Highest Capital Value Company in Chinese A share Stock Market

In China, drinking Baijiu (Chinese Liquor or Spirits) is a traditional culture for thousands years history. Along with this culture, lots of Baijiu brands were born to satisfy different people’s needs, for example, Kweichow Moutai for sauce fragrance, Wuliangye and Luzhou Laojiao for strong aromatic, etc.  As the most famous Baijiu brand in China, Moutai stands out from its  peers as a high-end luxury brand, prized as a gift and as a treat for special occasions.So far, the stock price of Moutai has…
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Three Chinese Electric Vehicle maker NIO, Li Auto, XPeng were IPO in US Market, Who will Be Tesla of China?

In China, everything is changing fast, especially in the technology. Now, AI+Big Data+Cloud is radically transforming the Chinese traditional industries.  Compared with other traditional industries, Car industry has been through a lot of change since Tesla was born.  First,Chinese car industry is already matured, and the growth is negative in recent years. The overall sales volume of car reached top in 2017 at 29M, and gradually reduced to 25M in 2019.  Second, in recent years, Chinese government is pushing the…
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Analysis of Hikvision 2019 Annual Financial Reports

As I have discussed before, Hikvision is a video-centered intelligent IoT solutions and big data services provider, whose businesses are focused on comprehensive security, big data services and intelligent business. It builds open cooperation ecosystems, serves the users in public service sectors, enterprises and public institutions and medium/small enterprises and strives to build smart city and digitized enterprises with cloud-edge fusion, IoT-information network fusion and big data-AI fusion. In the field of comprehensive security, as reported by Omdia1 , Hikvision…
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Analysis of Xiaomi 2019 Annual Financial Report

Xiaomi was listed on the Main Board of the Hong Kong Stock Exchange on July 9, 2018 (1810.HK), so it’s the second year that we can see how Xiaomi developed and get the accurate financial results.  Financial Analysis Actually, I was amazed about the good financial performance in 2019. Total revenue of Xiaomi was RMB205.8 billion, an increase of 17.7% year-over-year. Adjusted net profit was RMB11.5 billion, an increase of 34.8% year-over-year. We should know that Xiaomi was only 10 years…
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Analysis of Huawei 2019 Annual Financial Report

As we all know, 2019 is the toughest year of Huawei in its history, since US government put Huawei into entity list and banned Huawei procure US product from chipset to sofware. As Huawei released 2019 annual report this week, I was curious about four parts from this report: How was Huawei 2019 financial performance? Has Huawei moat become wider or not? How Huawei responded to US sanction? What about Huawei future? I will have analysis one by one from my perspectives:…
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