This presentation walks you through the super apps in China, including WeChat, Alipay, and Meituan. How do these super apps become what they are today and what are the real strengths of the super apps.
11. Source: Internet Report 2019 https://www.bondcap.com/report/itr19/
Meituan Mobile App Functions vs. Relevant US Peers
Meituan: the Amazon for service
20. Data source: Alipay (payment), Taobao (shopping), Eleme (food delivery), Cainiao (courier), Youku (video streaming), Damai (event ticketing),
Taopiaopiao (movie ticketing)
Source: “数说中国人的夜生活” https://www.weibo.com/1784473157/GuVeulgJV
Infographics by Alibaba: user behavior from 9pm to 4am
Key takeaways:
● Shanghai tops the sales volume in movie tickets
● Nanjing is the most active city buying book at night
● Fried chicken and BBQ skewers are the most popular
late night snack, not crayfish!
● Hangzhou has the highest alcohol sales volume
● With a longer radius, the suburban areas in Shanghai
and Beijing show more online activity than the old town
● The average taxi fee through ride hailing app is CNY 28
● Beijing witnesses the earliest peak in ride-hailing, at 5am
21. Report by Wechat: user behavior by age group
Key takeaways:
● The 00’s generation sleeps late and get up early. They have the shortest sleeping time
● The 90’ generation commute through public transportation most frequently-25 times per month
● The 55+ group has the habit of video chat with children after dinner
22. The super apps are going all out
connecting with everyday life
scenarios
23. What are we talking about when
we talk about Alipay and Wechat
Pay?
25. Forming the habit of payment on
the go by investing on high
frequency mobile use cases
26.
27. High frequency use cases Low frequency use cases
Stickiness
A combination of tactics for expansion
Generate the traffic
Monetize
Retain the users
On-demand food delivery
Restaurant review, group
buying, payment
POS, ERP for merchants
Hotel, travel booking
28. Super apps are the major
enablers of the omnichannel
experience
29. The blurring line between online and offline
Alibaba ‘New Retails’ Strategy
Digitizing Various Retail Verticals
Source: Internet Report 2019 https://www.bondcap.com/report/itr19/
30. The 3 stages of online to offline (O2O)
Non-transactional location
based service
● Serve as yellow
page
● Crowd-sourced
review
Group buying service
● Direct traffic from online
to offline using low price
● Not sustainable for both
the merchants and the
customers
The new O2O service
● Form the habit of the customers by
enabling different scenarios, such
as food delivery, taxi-hailing,
hospital appointment;
● Enable the small merchants with
data mining and IT module
Enabler of the user side Enabler of both merchants
and the user side
31. Meituan Dianping’s business model as
example of O2O 3.0
Source: “Meituan Dianping Global Offering” https://www1.hkexnews.hk/listedco/listconews/sehk/2018/0907/ltn20180907011.pdf
32. Meituan Dianping integrated payment
system for merchants
Source: How Meituan Dianping Became The World’s Most Innovative Company https://www.dragonsocial.net/blog/meituan-dianping-2/
