Ed Sander
@edsander.bsky.social
China Tech Research Editor for techbuzzchina.com
Speaker for ChinaTalk.nl | edsander.com
Study tour leader for ChinaTechTrip.com
Speaker for ChinaTalk.nl | edsander.com
Study tour leader for ChinaTechTrip.com
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...
I tried to capture everything happening in the Chinese supermarket sector in one slide. Explanation:
substack.com/@techbuzzchi...
December 2, 2025 at 8:39 AM
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...
I tried to capture everything happening in the Chinese supermarket sector in one slide. Explanation:
substack.com/@techbuzzchi...
Reposted by Ed Sander
Feed: "Tech Buzz China Insider"
By: Tech Buzz China on Friday, November 21, 2025
By: Tech Buzz China on Friday, November 21, 2025
Visual Report: JD.com's JD Mall Strategy
How JD wants to grow its business by opening more than 30 malls.
techbuzzchina.substack.com
November 22, 2025 at 10:05 AM
Feed: "Tech Buzz China Insider"
By: Tech Buzz China on Friday, November 21, 2025
By: Tech Buzz China on Friday, November 21, 2025
INSTANT RETAIL WAR CAUSES CARNAGE IN MEITUAN’S QUARTERLY RESULTS
substack.com/@techbuzzchi...
substack.com/@techbuzzchi...
November 28, 2025 at 10:42 AM
INSTANT RETAIL WAR CAUSES CARNAGE IN MEITUAN’S QUARTERLY RESULTS
substack.com/@techbuzzchi...
substack.com/@techbuzzchi...
SOME ACTUAL DATA ON DOUBLE ELEVEN (SINGLES DAY)?
www.linkedin.com/posts/edsand...
www.linkedin.com/posts/edsand...
November 26, 2025 at 1:12 PM
SOME ACTUAL DATA ON DOUBLE ELEVEN (SINGLES DAY)?
www.linkedin.com/posts/edsand...
www.linkedin.com/posts/edsand...
THE IMPACT OF QUICK COMMERCE ON ALIBABA'S Q3 RESULTS
substack.com/@techbuzzchi...
substack.com/@techbuzzchi...
November 25, 2025 at 11:53 AM
THE IMPACT OF QUICK COMMERCE ON ALIBABA'S Q3 RESULTS
substack.com/@techbuzzchi...
substack.com/@techbuzzchi...
WHAT IS THE NEXT CHINA E-COMMERCE THREAT?
substack.com/@techbuzzchi...
substack.com/@techbuzzchi...
November 24, 2025 at 1:00 PM
WHAT IS THE NEXT CHINA E-COMMERCE THREAT?
substack.com/@techbuzzchi...
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...
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...
November 21, 2025 at 8:11 AM
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...
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...
substack.com/@techbuzzchi...
November 20, 2025 at 12:35 PM
PINDUODUO, TEMU'S OLDER BROTHER, OFFERS SHORT DRAMAS
substack.com/@techbuzzchi...
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...
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...
November 16, 2025 at 12:36 PM
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...
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.
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.
November 16, 2025 at 8:33 AM
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.
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.
November 14, 2025 at 8:22 AM
November 12, 2025 at 9:34 PM
STATUS OF CHINA’S INSTANT RETAIL BATTLE - PART 2: WHAT DOES ALIBABA PLAN NOW?
substack.com/@techbuzzchi...
substack.com/@techbuzzchi...
November 11, 2025 at 9:06 AM
STATUS OF CHINA’S INSTANT RETAIL BATTLE - PART 2: WHAT DOES ALIBABA PLAN NOW?
substack.com/@techbuzzchi...
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...
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...
November 10, 2025 at 8:43 AM
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...
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...
Reposted by Ed Sander
Hell of a thing to put next to a statue of Joan of Arc. (h/t David Pilling)
October 6, 2025 at 1:19 AM
Hell of a thing to put next to a statue of Joan of Arc. (h/t David Pilling)
October 4, 2025 at 11:55 AM
That's quite a nice stage tomorrow ...
www.virke.no/konferanser/...
www.virke.no/konferanser/...
September 17, 2025 at 6:04 PM
That's quite a nice stage tomorrow ...
www.virke.no/konferanser/...
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.
There is a lot to learn from this for us in Europe.
See you in Lillestrøm, Norway.
September 16, 2025 at 3:25 PM
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.
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...
techbuzzchina.substack.com/p/tencents-e...
September 12, 2025 at 6:55 AM
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...
techbuzzchina.substack.com/p/tencents-e...
Reposted by Ed Sander
Bij China denk je misschien niet direct aan corporate social responsability, maar Valérie Hoeks weet wel beter. www.vnc-china.nl/events/china...
China Café, Corporate Social Responsibility in China - VNC | Vereniging Nederland China
China Café – September 8 in Utrecht
www.vnc-china.nl
August 26, 2025 at 9:37 AM
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 ...
▶️ 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 ...
July 13, 2025 at 11:56 AM
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 ...
▶️ 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...
▶️ 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...
July 5, 2025 at 7:00 AM
▶️ 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...
▶️ 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 ...
Sixth Tone is looking for a seasoned, passionate freelance editor.
July 4, 2025 at 10:13 AM
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...
Read all about it in our new Tech Buzz China report.
techbuzzchina.substack.com/p/tencents-e...
June 20, 2025 at 11:53 AM
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...
Read all about it in our new Tech Buzz China report.
techbuzzchina.substack.com/p/tencents-e...