Final Call! Nog een paar dagen om je in te schrijven voor Dé Grote China Kennis Quiz 2026. Nog een paar plekjes vrij. leidenasiacentre.nl/event/de-gro...

CHINATECHTRIP x K5 X-PEDITION CHINA AFTERMOVIE My absolute highlight of 2025, like in 2024, was our cooperation with Sven Rittau and Jochen Krisch on the China study tour with K5 - Future Retail. www.linkedin.com/posts/edsand...

Yikes ...

While everybody is still trying to fight Shein and Temu, the next potential disruptor from China is already working hard toward a lofty $100 billion revenue target by 2033. China's number one food delivery platform, Meituan, dreams big for its overseas business, Keeta. substack.com/profile/6357...

THE COMING DISRUPTION - A WARNING TO RETAIL "While so many Western companies are getting hung up on today's controversies, things like import taxes, they are missing the much, much bigger strategic threat that is hurtling right towards them." www.linkedin.com/posts/edsand...

𝔹𝕖𝕟 𝕛𝕖 𝕖𝕖𝕟 𝕖𝕔𝕙𝕥𝕖 ℂ𝕙𝕚𝕟𝕒-𝕜𝕖𝕟𝕟𝕖𝕣? Quizmasters @edsander.bsky.social & @blogaap.bsky.social presenteren op 3 feb 🇨🇳 'de Grote #China Kennisquiz' @leidenasiacentre.nl in Den Haag De plekken raken snel vol, dus meld je snel aan en win mooie prijzen⤵️ @cineasiaonline.bsky.social

TEMU'S PHASE 3: ‘BUILDING A NEW PINDUODUO’ We have published a short report on Tech Buzz China that explains the meaning of Temu's phase 3. Because we think it's important for a broad audience to understand, we have made it free to read for everybody. techbuzzchina.substack.com/p/temus-phas...

HEB JIJ JE AL AANGEMELD? Op 3 februari 2026 barst de strijd om de Grote China Kennisquiz wisselbeker weer los... www.linkedin.com/posts/edsand...

Het gaat nu hard met de inschrijvingen voor de GCKQ26. Wie bij het leukste China-evenement in Nederland wil zijn moet snel zijn. leidenasiacentre.nl/event/de-gro...

HOW ALIBABA’S HEMA SUPERMARKETS COPIED SAM’S CLUB (AGAIN) substack.com/@techbuzzchi...

Het is „op zich een goed besluit”, zegt Ed Sander, doelend op de aanstaande Europese heffingen op Chinese pakketjes. „Maar als ze verwachten dat dit Temu gaat stoppen, moet ik ze teleurstellen.” archive.ph/8yrLo#select...

De inschrijving is geopend. #GCKQ2026 leidenasiacentre.nl/event/de-gro...

Last night a massive attack on Kuaishou streaming service saw many channels livestreaming pornography for 20 minutes or so.-- leading to a full shut down of streaming functions. Kuaishou has now made an official statement. mp.weixin.qq.com/s/LduUOAZw3i... mp.weixin.qq.com/s/7CEx8mu78j...

IN MEMORIAM - BART HORSTEN We shouldn't be focused solely on what we accomplished this year. We should also look back at what we have lost. Here's to a wonderful, warm person we have lost this year. www.chinatalk.nl/in-memoriam-...

DRASTIC SHIFTS IN THE CHINESE SUPERMARKET SECTOR I tried to capture everything happening in the Chinese supermarket sector in one slide. Explanation: substack.com/@techbuzzchi...

Feed: "Tech Buzz China Insider" By: Tech Buzz China on Friday, November 21, 2025

INSTANT RETAIL WAR CAUSES CARNAGE IN MEITUAN’S QUARTERLY RESULTS substack.com/@techbuzzchi...

SOME ACTUAL DATA ON DOUBLE ELEVEN (SINGLES DAY)? www.linkedin.com/posts/edsand...

THE IMPACT OF QUICK COMMERCE ON ALIBABA'S Q3 RESULTS substack.com/@techbuzzchi...

WHAT IS THE NEXT CHINA E-COMMERCE THREAT? substack.com/@techbuzzchi...

Visual Report: JD.com's JD Mall Strategy How JD wants to grow its business by opening more than 30 malls. My new report for Tech Buzz China. techbuzzchina.substack.com/p/visual-rep...

PINDUODUO, TEMU'S OLDER BROTHER, OFFERS SHORT DRAMAS substack.com/@techbuzzchi...

LIVE COMMERCE AND INFLUENCERS FATIGUE IN HANGZHOU I just read a long but fascinating article about the 'involution' of live commerce in Hangzhou. The following is a summary created with Notebook. substack.com/@techbuzzchi...

PINDUODUO'S INSTANT RETAIL PLANS In October, I published a Tech Buzz China report examining Pinduoduo's first steps into the competitive instant retail market in China. The first section of that report is now also available on ChinaTalk.nl. www.chinatalk.nl/pinduoduo-in... Image by Copilot.

Save the date ...

NO, IMPORT TAXES WON'T STOP TEMU www.linkedin.com/posts/edsand...

GOOGLE MAPS, TRIPADVISOR BEWARE: A CHINESE REVIEW APP IS COMING substack.com/@techbuzzchi...

STATUS OF CHINA’S INSTANT RETAIL BATTLE - PART 2: WHAT DOES ALIBABA PLAN NOW? substack.com/@techbuzzchi...

STATUS OF CHINA’S INSTANT RETAIL BATTLE - PART 1: WHAT HAS IT BROUGHT ALIBABA? The dust on this battle has largely settled, and Latepost just released a long article on the current status, which I will summarise in two posts, today and tomorrow. www.linkedin.com/posts/edsand...

Hell of a thing to put next to a statue of Joan of Arc. (h/t David Pilling)

A few tales from the first two weeks on the road ... x.com/EdSander/sta...

That's quite a nice stage tomorrow ... www.virke.no/konferanser/...

In my keynote at the Hovedorganisasjonen Virke Arena conference on 18/9, I will share how Temu keeps changing its business models and the impact of the cancellation of the import tax exemption on Temu in the US. There is a lot to learn from this for us in Europe. See you in Lillestrøm, Norway.

In this 2nd part of our investigation into Tencent’s e-commerce revival, we explain Tencent’s vision for WeChat e-commerce and take a closer look at the way WeChat’s ecosystem facilitates e-commerce. techbuzzchina.substack.com/p/tencents-e...

Bij China denk je misschien niet direct aan corporate social responsability, maar Valérie Hoeks weet wel beter. www.vnc-china.nl/events/china...

In a new Tech Buzz China report, I evaluate TikTok Shop’s progress. ▶️ How TikTok Shop is changing its e-commerce model and how live commerce is developing. ▶️ Details about the layoffs and management changes at TikTok Shop US. ▶️ The outlook and targets for TikTok Shop. ▶️ And much more ...

▶️ Why it's not the cancellation of the de minimis in the US that caused Temu's sales to collapse. ▶️ Why we should look at what TikTok Shop did in elsewhere to manage our expectations. ▶️ Why a war broke out among food delivery/instant retail companies. Full keynote: mediathek.k5.de/video/the-bi...

Make sure you talk to some of the previous editors before signing anything ...

Mid-December, WeChat launched a new ‘Send Gifts’ functionality. It was enthusiastically received since it echoed WeChat’s digitisation of the ‘hong bao’ (red envelopes) during Spring Festival in 2014. Read all about it in our new Tech Buzz China report. techbuzzchina.substack.com/p/tencents-e...

HOW JD HYPES ITS TAKEAWAY BUSINESS AND HURTS COFFEE STORES Since the launch of its takeaway business, JD has been constantly releasing stunning numbers that I found hard to believe. Zouma Finance released an interesting article that sheds light on the numbers. Read more: substack.com/@techbuzzchi...

Last month, I delivered a 100-minute session at a Philips event in Eindhoven. Compared to China, Philips and many Western brands still hold competitive advantages in branding, service, quality, and innovation. But would that last? Watch the video here: www.linkedin.com/posts/edsand...

Video: Four Little Dragons Going Overseas www.chinatalk.nl/video-four-l...

FOUR LITTLE DRAGONS GOING OVERSEAS A video of my keynote at Fashion Talks 2025 in Antwerp, Belgium, explaining the wave of Chinese webshops that have arrived in the past years. youtu.be/zc_7D75IAVA?...

Two Chinese coffee store brands, Luckin and Cotti, have gone abroad. Who are these brands and how did they change how Starbucks is doing business in China? This is a slidecast of a presentation I gave during the K5 - Future Retail Xpedition study tour to China in October 2024. youtu.be/iIYDAKCyAls

I just finished reading a 16,000+ word account of a Chinese-born former R&D team manager’s 2.5 years at TikTok Shop US. It sheds some interesting insights into the issues at Chinese Tech companies in the US, in general, and TikTok Shop US specifically. Summary: substack.com/@techbuzzchi...

Predictions on the share of China's e-commerce in total retail sales: Jack Ma (Alibaba founder) - 2013 - "will exceed 50% by 2022" e-marketer - 2021 - "58.1% in 2024" e-marketer - 2022 - "48.9% by 2024" Joe Tsai (Alibaba chairman) - 2024 - "will exceed 40% in the next 5 years" Reality check:

FOR ALIBABA’S HEMA (FRESHIPPO) X DOES NOT MARK THE SPOT (PART 2) Just three months ago, I wrote about how Hema was closing down some of its Hema X membership stores, reducing the total from 10 to 5. Now, two more stores in Shanghai and Beijing are closing June 30th. www.linkedin.com/posts/edsand...

The days in which a train ride in first class gave you a quiet experience in which you could do some work are clearly over in The Netherlands. I've experienced a long CRM system training and a father lecturing his son about his gaming addiction today. 🤔

WILL THE CHINESE DITCH QR CODE PAYMENTS? QR codes have their limitations, especially for the elderly, and they could get damaged or be replaced by criminals. Ant Group, the Alibaba spin-off and company behind Alipay, now wants to change that with Alipay Touch. substack.com/@techbuzzchi...

The 90-day tariff war truce is a good moment to take stock of where we are. In this new Temu Watch update, we examine the phases of the tariff war, both before and after May 12th, the impact of various policies, and how Temu has adjusted its strategies. techbuzzchina.substack.com/p/temu-watch...