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Latest news, analysis and opinion on ecommerce, covering new technology, consumer habits and the growth of digital payment options.
A man walks past an Alibaba display featuring the Olympic rings outside an Alibaba office building in Shenzhen, Guangdong province, on Tuesday. Photo: Getty Images
Alibaba

Alibaba CEO signals capex boost as China tech giant forges full-stack AI path

Alibaba’s quarterly revenue arrived largely in line with estimates as the tech giant disclosed its first AI sales data, and in early US trading, the shares jumped 6%.

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Indonesia

Why Indonesia is expanding under-16 social media ban to e-commerce

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JD.com

JD.com reports 53% decline in first-quarter profit to US$750m

Artificial intelligence

Alibaba brings chat-style shopping to Taobao, Qwen amid AI gateway push: source

E-commerce giant is integrating Qwen with Taobao and Tmall, enabling shoppers to use natural-language commands instead of keyword searches.

A Taobao and Tmall installation at the Alibaba offices in Beijing. Photo: AFP
Consumers

Ikea to open first small-format Beijing store to tap changing consumer trends

The Tongzhou district outlet marks the furniture retailer’s pivot to compact formats as China’s property slump hits home-furnishing demand.

Pop Mart

Pop Mart comes with a cool idea for red-hot Labubu: mini-fridges

The Chinese toymaker is launching two limited-edition Labubu-themed mini-refrigerators priced at US$878 each.

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China exports

Flood of small parcels from China pushes Belgian airport to limit

Belgium’s top customs official says main problem is that many products do not meet EU standards.

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Parcels at the Cainiao Liege eHub in the city’s airport zone, which handles products from China sold on Alibaba’s AliExpress platform. Photo: Universal Images Group via Getty Images
South Korea

‘Make money in Korea, ignore Korean sentiment’: Seoul, US spar over meddling

National Assembly Speaker Woo slams US Republicans’ ‘interference in domestic affairs’ amid data leak probe into the e-commerce firm.

Pinduoduo

Hidden office, fractured bone: violent clashes in China’s food safety crackdown

Details of secrecy, obstruction and violence emerge from a probe into 67,000 ‘ghost’ bakeries across China’s biggest e-commerce platforms.

ByteDance

ByteDance profit plunges on AI push as TikTok Shop fuels overseas surge: reports

‘All-in’ AI drive cuts profits by 70 per cent, while booming TikTok Shop sales help overseas markets outpace China, reports say.

ByteDance recorded its first profit decline in years after adopting an “all-in” mentality on AI. Photo: Getty Images
Amazon

How Amazon uses closer China supply ties to counter tariffs, Shein and Temu

Amazon’s warehousing hub in Shenzhen streamlines shipping for Chinese sellers, cutting costs and delays amid rising competition and tariffs.

Amazon officially opened the world’s first global warehousing and distribution facility in Shenzhen to more sellers on Wednesday. Photo: dpa-Zentralbild/dpa
Mainland China

Chinese platforms fined 3.6b yuan over ‘ghost’ takeaways amid cutthroat rivalry

The fines follow a period of intense competition that drove down prices and stalled profit-making at China’s food delivery platforms.

Amazon

Amazon bets on Shenzhen smart warehouse to cut merchant storage costs by 45%

Amazon expands China push with smart warehouse model, aiming to retain sellers amid rising competition from Temu and Shein.

Internet

China curbs live stream tipping with new rules to protect minors

The new live-streaming rules ban under-8s from tipping and introduce tiered consent for minors to curb manipulative inducements.

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A live streamer sells products in Longquan Township, southwest China’s Guizhou province, on June 18, 2024, during the “618” shopping festival. Photo: Xinhua
Artificial intelligence

Alibaba cloud growth forecast to climb with AI push, higher charges: analysts

The company’s cloud and AI businesses are gaining speed, with token usage and pricing changes fuelling growth, analysts say.

The Alibaba building in Xuhui Binjiang Park, also known as “AI Park”, in Shanghai. Photo: EPA
Robotics

Unitree to debut cheapest humanoid robot globally via Alibaba: sources

The international launch of the company’s cheapest humanoid robot next week is expected to cover North America, Europe, Japan and Singapore.

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Alibaba

Alibaba sets up top tech committee led by CEO to sharpen AI push

Restructuring brings core AI teams under tighter leadership as competition in China’s model and agent space intensifies.

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Artificial intelligence

Alibaba to deploy AI ‘digital workforce’ for millions of merchants on Taobao, Tmal

OpenClaw frenzy accelerates shift to autonomous AI, as Alibaba equips merchants with always-on digital workers.

People walk past a billboard promoting Tmall’s Singles’ Day sale at a popular shopping district in Beijing on November 10, 2025. Photo: AP
Tokyo 2020 Olympic Games

Olympic diving champ Zhang Jiaqi defends career switch, says she needs ‘new job’

Retired diver’s live stream e-commerce venture is met with criticism, but she says gaining ‘economic freedom’ would be ‘the greatest freedom’.

Alibaba

Alibaba targets US$100b in annual cloud, AI revenue despite results miss

T-Head, mentioned for the first time in the company’s earnings, has shipped more than 470,000 AI chips as of February.

US-China tech war

China’s global tech push

Chinese tech companies have become world leaders in areas such as AI, online entertainment, drones and autonomous driving, as they spearhead chuhai, the nation’s “going global” push.

China’s global tech push
Artificial intelligence

Tencent and Alibaba quarterly earnings preview: key things to watch

Analysts expect steady growth, but investors will focus on AI strategy, capex and signs of monetisation at China’s tech giants.

Shenzhen-based Tencent, operator of China’s largest social media platform and the world’s biggest video gaming business by revenue, is expected to report results on Wednesday after the market closes. Photo: Reuters
Mainland China

Guess says it will shut all mainland China stores amid retail rethink

US fashion brand tells customers it will close all mainland China stores by end of March as analysts cite weak localisation, strategy gaps.

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Mainland China

JD.com posts quarterly loss amid costly instant delivery battle

Profit for 2025 cut in half amid expensive fight with Alibaba and Meituan, as well as dampened consumer spending.

Li Chenggang

JD.com renews on-demand delivery fight with US$2.9 billion in grocery subsidies

JD.com says the subsidies will make the ‘Billion-Yuan Supermarket’ its largest subsidised product category, surpassing electronics.

The JD.com logo is seen outside its sorting centre building in Beijing, November 11, 2025. Photo: Reuters
US-China relations

Immigration slows, but America’s appetite for ethnic groceries keeps growing

Weee, now topping $1 billion in annualized revenue, says demand for Asian and Latino foods is spreading well beyond immigrant communities.

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Larry Liu, founder and chief executive of online grocery platform Weee, says demand for Asian and Latino food in the US now extends well beyond immigrant communities. Photo: Handout
Shein

Rarely seen Shein founder praises Guangdong ‘roots’ as offshore listing stalls

Shein initially eyed a New York listing before switching to London after scrutiny by Washington over its supply chain and ties to China.

China economy

Opinion | How the next China shock is shaping hearts and minds

No longer confined to trade and technology, competition between China and the West is now playing out in the realm of cultural imagination.

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