品牌商优质“保姆”——我国电商服务业逆势增长

Core Insights - The report highlights the resilience of China's e-commerce market, which reached a scale of 50.57 trillion yuan in 2023, growing by 6.31% year-on-year, with online retail sales amounting to 15.42 trillion yuan, marking an 11.9% increase [3][4] - The e-commerce service industry is rapidly developing, driven by the growth of e-commerce activities, with the e-commerce agency service market reaching 1.78 trillion yuan in 2023, reflecting a year-on-year growth of 10.52% [4][6] - The brand e-commerce service market is also expanding, with a market size of approximately 407.71 billion yuan in 2023, growing by 11.3%, and is expected to reach 482.16 billion yuan by 2025 [6][9] E-commerce Market Overview - The e-commerce market in China has maintained its position as the largest online retail market globally for 11 consecutive years, with the proportion of physical goods in online retail reaching a historical high of 32.75% [3][4] - The number of online retail platform stores exceeded 25 million by December 2023, with a growth rate of 2.1%, and physical goods stores accounted for 54.2% of this total [3][4] E-commerce Service Industry - The e-commerce service industry encompasses various professional services that support e-commerce activities, including platform services, support services, and derivative services [4] - Brand e-commerce service providers are increasingly focusing on online channel development, leveraging the rise of platforms like Taobao, Pinduoduo, and Douyin to create growth opportunities [6][9] - The industry is entering a mature phase, yet market concentration remains relatively low, with key players including Yiwang Yichuang, Liren Lizhuang, Ruoyuchen, Kaichun Co., and Qingmu Co. [6][9]