The Chinese Daily Deal Market in February 2012

Chinese Daily Deal Websites 2012 Feb. Report

Data source: Dataotuan.com 2012 Feb. 1-29Published: Mar. 31, 2012

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© Dataotuan - blog.dataotuan.com – www.dataotuan.com - Feb. 2012 2

Table of Contents

� Specifications� Main Daily Deal Websites Analytics� Deals Overall Comparison� Regions & Cities� Top Deals Analytics � Summary� Dataotuan Sales/Investor Tools� About Dataotuan� Dataotuan Announcements – Countries, Maps, Mobile� Contact


Specifications 1 – Data Definitions1. All the data have been collected in the period Feb. 1-29, 2012.2. Number of deal sites tracked: 1253. Number of cities tracked: 3454. Definitions:

① Nr. Deals – number of deals closed with the merchants and launched on the deal sites. (including the number of failed deals)

② Nr. Sold – total number of times that the consumers bought deals. ③ Revenue: Nr.Sold * Current price (the price the consumer pays)④ Top Deals – the 500 deals which generated the most revenue. Real

estate and car deals are not included in the top deals as they are more likely to be advertisements instead of the real online shopping deals.

⑤ Local deals – the localized service deals, including dining, leisure and life services. Normally they are only available for consumers from a specific city.


Specifications 2 - Categories

� Deals category/subcategory specification by Dataotuan.

DiningDiningDiningDining LeisureLeisureLeisureLeisure LifeLifeLifeLife ShoppingShoppingShoppingShopping OthersOthersOthersOthers

Local Cuisine Recreation/Games Photography Food/Beverage Lucky draw

Buffets Film/Exhibitions Car Maintenance Skin care/Make-up Charity donation

Drinks/Dessert Drama/Shows Pet Care Household

General vouchers for supermarkets, gasoline station,

mobile phone minutes, etc.

Asian Food Travel Education/Training Clothing/Footgear

Western Food KTV Medical Services Jewelry/Accessories

Hotpot/BBQ Sports/Fitness Hair/Nail Beauty Kids

Dining Others Leisure Others Beauty/Massage Electronic Products

　　 Life Others Shopping Others

© Dataotuan - blog.dataotuan.com – www.dataotuan.com - Feb. 2012

Top Daily Deal Websites – Market Share 1� In terms of total revenue, Meituan has the biggest market share (15.0%).� The top 20 deal sites account for 95.6% of the market share.

Meituan, 15.0%

55tuan, 11.8%

Dianping, 10.7%

Lashou, 10.0%Nuomi, 6.4%

58tuan, 6.3%

Juhuasuan, 6.1%

Manzuo, 3.4%Didatuan, 3.1%

Ganji, 3.0%

Ftuan, 5.4%

Gaopeng, 2.2%Ayatuan, 2.8%

Tuanweihui, 1.1%

Juqi, 2.2%Gocn, 1.9%Pingtuan, 1.4%

Liketuan, 0.9%Shuangtuan, 0.80% Others, 4.4%

24quan, 1.1%


Top Daily Deal Websites – Market Share 2

Top 10 Websites (Revenue)Top 10 Websites (Revenue)Top 10 Websites (Revenue)Top 10 Websites (Revenue)

� Meituan continues to rank nr.1; The Top 10 is the same as last month.� The market shares of 55tuan/Dianping/Lashou keep growing & exceeded 10%.

DecemberDecemberDecemberDecember JanuaryJanuaryJanuaryJanuary FebruaryFebruaryFebruaryFebruaryMeituan 12.6% Meituan 15.7% MeituanMeituanMeituanMeituan 15.0%15.0%15.0%15.0%55tuan 10.3% 55tuan 11.3% 55tuan55tuan55tuan55tuan 11.8%11.8%11.8%11.8%

Dianping 8.1% Lashou 9.6% DianpingDianpingDianpingDianping 10.7%10.7%10.7%10.7%Lashou 7.7% Dianping 8.2% LashouLashouLashouLashou 10.0%10.0%10.0%10.0%58tuan 7.5% 58tuan 8.2% NuomiNuomiNuomiNuomi 6.4%6.4%6.4%6.4%Nuomi 7.1% Nuomi 6.3% 58tuan58tuan58tuan58tuan 6.3%6.3%6.3%6.3%

Juhuasuan 5.7% Ftuan 5.1% JuhuasuanJuhuasuanJuhuasuanJuhuasuan 6.1%6.1%6.1%6.1%Ftuan 4.8% Juhuasuan 4.5% FtuanFtuanFtuanFtuan 5.4%5.4%5.4%5.4%Ganji 4.3% Manzuo 4.4% ManzuoManzuoManzuoManzuo 3.4%3.4%3.4%3.4%

Manzuo 4.2% Didatuan 3.5% DidatuanDidatuanDidatuanDidatuan 3.1%3.1%3.1%3.1%TotalTotalTotalTotal 73.0%73.0%73.0%73.0% TotalTotalTotalTotal 76.9%76.9%76.9%76.9% TotalTotalTotalTotal 78.2%78.2%78.2%78.2%


Sites Ranking Comparison� 55tuan ranks still nr. 1 in Total Nr. of Deals, followed by 58tuan.� As for total Nr. Sold, Dianping / Didatuan continue to climb the rankings.� Revenue wise, Didatuan stays in top 10 for a 2d month, while 24quan is finding

itself further than ever from a top 10 position.

Rank　

Nr. of Deals Total Nr. Sold Revenue

Dec Jan FebFebFebFeb Dec Jan FebFebFebFeb Dec Jan FebFebFebFeb

1 55tuan 55tuan 55tuan55tuan55tuan55tuan Meituan 55tuan MeituanMeituanMeituanMeituan Meituan Meituan MeituanMeituanMeituanMeituan

2 58tuan 58tuan 58tuan58tuan58tuan58tuan 55tuan Meituan 55tuan55tuan55tuan55tuan 55tuan 55tuan 55tuan55tuan55tuan55tuan

3 Lashou Lashou LashouLashouLashouLashou Lashou Lashou LashouLashouLashouLashou Dianping Lashou DianpingDianpingDianpingDianping

4 Meituan Meituan MeituanMeituanMeituanMeituan Nuomi Ganji DianpingDianpingDianpingDianping Lashou Dianping LashouLashouLashouLashou

5 Ftuan Ftuan FtuanFtuanFtuanFtuan Ganji Manzuo NuomiNuomiNuomiNuomi 58tuan 58tuan NuomiNuomiNuomiNuomi

6 Juhuasuan Didatuan DidatuanDidatuanDidatuanDidatuan 58tuan Dianping GanjiGanjiGanjiGanji Nuomi Nuomi 58tuan58tuan58tuan58tuan

7 Didatuan Gaopeng NuomiNuomiNuomiNuomi Dianping Nuomi DidatuanDidatuanDidatuanDidatuan Juhuasuan Ftuan JuhuasuanJuhuasuanJuhuasuanJuhuasuan

8 Gaopeng Nuomi JuhuasuanJuhuasuanJuhuasuanJuhuasuan Manzuo Didatuan 58tuan58tuan58tuan58tuan Ftuan Juhuasuan FtuanFtuanFtuanFtuan

9 24quan Juhuasuan GaopengGaopengGaopengGaopeng Didatuan 58tuan ManzuoManzuoManzuoManzuo Ganji Manzuo ManzuoManzuoManzuoManzuo

10 Nuomi 24quan JuqiJuqiJuqiJuqi Mengmai Ftuan FtuanFtuanFtuanFtuan Manzuo Didatuan DidatuanDidatuanDidatuanDidatuan


� The average price overall is 141.8 Rmb, the average discount overall is 62%.� The top 10 sites appear to have different strategy. (see more on next slide)

Sites Pricing strategy 1

284

174149134 148

208

142

104

151129

0

50

100

150

200

250

300

Meituan

55tuanDianping

LashouNuomi

58tuanJuhuasuan

FtuanManzuo

Didatuan

Average PriceAverage PriceAverage PriceAverage PriceOverall price/deal: 14Overall price/deal: 14Overall price/deal: 14Overall price/deal: 141111....8888 Rmb Rmb Rmb Rmb

65%61%64%60%58%59% 60% 61%60%58%

50%

55%

60%

65%

70%

75%

80%

Meituan

55tuanDianping

LashouNuomi

58tuanJuhuasuan

FtuanManzuo

Didatuan

Average DiscountAverage DiscountAverage DiscountAverage DiscountOverall average discount: 6Overall average discount: 6Overall average discount: 6Overall average discount: 62222%%%%


� Checking the data of the past months, it shows that most of the top 10 sites seem to have their own pricing strategy. Some conclusions below:

Average pricingAverage pricingAverage pricingAverage pricing

LOW priceLOW priceLOW priceLOW priceSMALL discountSMALL discountSMALL discountSMALL discount

HIGH priceHIGH priceHIGH priceHIGH priceSMALL discountSMALL discountSMALL discountSMALL discount

HIGH priceHIGH priceHIGH priceHIGH priceBIG discountBIG discountBIG discountBIG discount

Sites Pricing strategy 2


4.6%

7.4%

8.0%

10.1%

12.8%

Dining-Others

Leisure-Movie

Life-Photography

Leisure-Travel

Dining-Hotpot/BBQ

Top 5 Revenue Ranking of SubcategoryTop 5 Revenue Ranking of SubcategoryTop 5 Revenue Ranking of SubcategoryTop 5 Revenue Ranking of Subcategory

Deals Subcategory Comparison� Hotpot deals, being the no.1 subcategory in Revenue, account for 12.8% of

the total Revenue In February.� Travel and Photography deals are the 2nd and 3rd best sold deals in Revenue.


Daily Deals in Different Regions� The amount of daily deals launched in East China are far more than the other

regions. Southwest and especially Northwest China are trailing behind. � In Southwest China the average deal price is the highest, Northeast China the

lowest. � At the city level, there is a geographic difference in popular subcategories

ranking in terms of revenue. (See next slide)

　Nr. of Local Nr. of Local Nr. of Local Nr. of Local

DealsDealsDealsDealsAverage Nr. Average Nr. Average Nr. Average Nr. Sold/ DealSold/ DealSold/ DealSold/ Deal

Average Price/ Average Price/ Average Price/ Average Price/ Deal (Rmb)Deal (Rmb)Deal (Rmb)Deal (Rmb)

Average Average Average Average DiscountDiscountDiscountDiscount

East ChinaEast ChinaEast ChinaEast China 41082 182 158.2 3.7

Central Central Central Central ChinaChinaChinaChina 12736 154 121.7 3.8

North North North North ChinaChinaChinaChina 17253 231 154.3 3.6

South ChinaSouth ChinaSouth ChinaSouth China 16744 168 171.9 3.6

Northeast ChinaNortheast ChinaNortheast ChinaNortheast China 10551 169 112.7 3.9

NorNorNorNorthwest Chinathwest Chinathwest Chinathwest China 4837 192 152.4 3.6

Southwest ChinaSouthwest ChinaSouthwest ChinaSouthwest China 7985 183 172.9 3.8


￥111158.258.258.258.241,08241,08241,08241,082

￥111121212121....777711112222,,,,736736736736

￥171717171.91.91.91.911116666,,,,744744744744

￥171717172222....99997777,,,,985985985985

￥111152525252.4.4.4.44,4,4,4,837837837837

￥111112121212....7777 10101010,,,,551551551551

￥111154545454.3.3.3.311117777,,,,253253253253

• Average Price of Local Deals Average Price of Local Deals Average Price of Local Deals Average Price of Local Deals • Nr. of Local DealsNr. of Local DealsNr. of Local DealsNr. of Local Deals

￥171717172222....99997777,,,,985985985985

￥111152525252.4.4.4.44,4,4,4,837837837837

￥111112121212....7777 10101010,,,,551551551551

￥111154545454.3.3.3.311117777,,,,253253253253

￥171717171.91.91.91.911116666,,,,744744744744

￥111158.258.258.258.241,08241,08241,08241,082

￥111121212121....777711112222,,,,736736736736

BeijingBeijingBeijingBeijing

HangzhouHangzhouHangzhouHangzhou

ShenzhenShenzhenShenzhenShenzhen

ChongqingChongqingChongqingChongqing

XiXiXiXi’’’’anananan

WuhanWuhanWuhanWuhan

ShenyangShenyangShenyangShenyang

Movie

Photography

Hotpot / BBQ

Travel

Geographic Difference in Hot-deal Subcategories


Top Deals Analytics – Deal Categories � Leisure accounts for 29.0% of the highest grossing top deals. Dining deals are

the 2nd most popular category among the top deals (28.8%). � Movie, as a sub-category of Leisure, continue to account for the biggest

percentage among the top deals.

Dining,

28.8%

Leisure,

29.0%

Life,

18.2%

Shopping,

22.8%

Others,

1.2%

Top Deals Top Deals Top Deals Top Deals –––– FebFebFebFeb....Leisure-Movie 16.7%16.7%16.7%16.7%Life-Photography 8.9%8.9%8.9%8.9%Dining-Hotpot/BBQ 8.9%8.9%8.9%8.9%Dining-Buffet 6.0%6.0%6.0%6.0%Leisure-Travel 5.4%5.4%5.4%5.4%

* Real estate and car deals are not included in the top deals as they are more likely to be advertisements instead of real online shopping deals.


Top Deals Analytics – Deal Sites 1� The 3 deal sites that contribute the most to the Top deals are the same as

January. They are Dianping, Meituan and Nuomi. � Compared to last month, Lashou, Didatuan and 58tuan took a smaller share

among the top deals in February.

Dianping,25.8%

Meituan, 20.4%

Nuomi, 10.1%

Juhuasuan,8.2%

Ayatuan, 5.7%

55tuan, 4.8%

Ganji, 4.2%

Lashou, 2.8%

Ftuan, 4.1%

Manzuo, 4.0%

Didatuan, 2.6%

24quan, 0.3%Others, 3.8%

58tuan, 2.5%Gaopeng, 0.7%

% among the top deals% among the top deals% among the top deals% among the top dealsFebFebFebFeb JanJanJanJan

MeituanMeituanMeituanMeituan 25.8%25.8%25.8%25.8% 16.7%

DianpingDianpingDianpingDianping 20.4%20.4%20.4%20.4% 18.4%

NuomiNuomiNuomiNuomi 10.1%10.1%10.1%10.1% 9.0%

58tuan58tuan58tuan58tuan 2.8%2.8%2.8%2.8% 3.7%

LashouLashouLashouLashou 2.6%2.6%2.6%2.6% 2.7%

DidatuanDidatuanDidatuanDidatuan 2.5%2.5%2.5%2.5% 5.5%


RanRanRanRankkkk DiningDiningDiningDining LeisureLeisureLeisureLeisure LifeLifeLifeLife ShoppingShoppingShoppingShopping

1 DianpingDianpingDianpingDianping 47.2% MeituanMeituanMeituanMeituan 26.8% Juhuasuan 18.5% DianpingDianpingDianpingDianping 17.9%

2 MeituanMeituanMeituanMeituan 22.8% DianpingDianpingDianpingDianping 17.2% DianpingDianpingDianpingDianping 16.9% Ayatuan 14.1%

3 NuomiNuomiNuomiNuomi 10.2% NuomiNuomiNuomiNuomi 16.7% MeituanMeituanMeituanMeituan 14.5% MeituanMeituanMeituanMeituan 14.1%

4 55tuan 7.6% Juhuasuan 12.1% Ayatuan 12.9% Ganji 11.5%

5 Ftuan / Manzuo 3.0% Manzuo 5.6% NuomiNuomiNuomiNuomi 8.9% Ftuan 7.7%

Top 5 in each Category Top 5 in each Category Top 5 in each Category Top 5 in each Category

� In February, Dianping was very competitive in Dining top deals. Restaurant listings and the reviews are the backbone of Dianping. Dianping is also known for its strictness in the selection of merchants and deal quality control.

� Meituan contributes the most Leisure top deals, and Juhuasuan, Life top deals.

Top Deals Analytics per Category – Deal Sites 2


Summary – Market Trends

4.4.4.4. Meituan, Dianping & Nuomi keep the top 3 positions in the top deals list.Meituan, Dianping & Nuomi keep the top 3 positions in the top deals list.Meituan, Dianping & Nuomi keep the top 3 positions in the top deals list.Meituan, Dianping & Nuomi keep the top 3 positions in the top deals list.� Dianping is very competitive in Dining top deals. Restaurant listings and the

reviews are the backbone of Dianping. Dianping is also known for its strictness in the selection of merchants and deal quality control.

� Meituan contributes the most Leisure top deals, and Juhuasuan, Life top deals.

1. Meituan keeps leading, 1. Meituan keeps leading, 1. Meituan keeps leading, 1. Meituan keeps leading, Top 10 sites are the same as JanuaryTop 10 sites are the same as JanuaryTop 10 sites are the same as JanuaryTop 10 sites are the same as January. . . . � Meituan continues to rank nr. 1 in revenue.� The market shares of 55tuan/Dianping/Lashou keep growing and exceed 10%. � As for total Nr. Sold, Dianping / Didatuan continue to go climb the rankings.� Didatuan stays in the Revenue top 10 for a 2d month, while 24quan keeps falling

16

3.3.3.3. The best sold subcategories in The best sold subcategories in The best sold subcategories in The best sold subcategories in FebFebFebFeb. & Geographic differences.. & Geographic differences.. & Geographic differences.. & Geographic differences.� In February, Hotpot deals account for 12.8% of the total Revenue� Travel and Photography deals are the 2nd and 3rd best sold deals in Revenue.� Geographically different cities/regions have their preferences, see map p.12

2.2.2.2. Pricing Strategies.Pricing Strategies.Pricing Strategies.Pricing Strategies.� The top players have different pricing strategies. � Another time we’ll look at the changes over time of the strategies


Dataotuan Sales Tool – Merchants Analytics• What kind of deals are popular in a city?• Who are the good merchants? Where can you find them?• What is their daily deal history, including price, discount, sold count, etc?• Which merchants are your competitors cooperating with?• What is their pricing strategy to generate a popular deal?

Merchant AnalyticsMerchant AnalyticsMerchant AnalyticsMerchant Analytics

MerchantMerchantMerchantMerchant Store Store Store Store CountryCountryCountryCountry ProvinceProvinceProvinceProvince CityCityCityCity DistrictDistrictDistrictDistrict AddressAddressAddressAddress LatitudeLatitudeLatitudeLatitude LongitudeLongitudeLongitudeLongitude Nr. DealsNr. DealsNr. DealsNr. Deals黑土地农家院黑土地农家院 China Shanghai Shanghai Jingan District 静安区北京西路1213号 31.23 121.45 4

Popular DealsPopular DealsPopular DealsPopular Deals

Top Subcategories in ShanghaiTop Subcategories in ShanghaiTop Subcategories in ShanghaiTop Subcategories in ShanghaiShopping-Clothing 11.80%Dining-Hotpot/BBQ 10.20%Leisure-Movie 9.50%

1. Popular sub-categories?1. Popular sub-categories?1. Popular sub-categories?1. Popular sub-categories?

2. Active merchants?2. Active merchants?2. Active merchants?2. Active merchants?

3. Deal history?3. Deal history?3. Deal history?3. Deal history?

4. Deals sites pricing strategy and outcome?4. Deals sites pricing strategy and outcome?4. Deals sites pricing strategy and outcome?4. Deals sites pricing strategy and outcome?17

Deal HistoryDeal HistoryDeal HistoryDeal History

Start timeStart timeStart timeStart time End timeEnd timeEnd timeEnd time Deal UrlDeal UrlDeal UrlDeal Url Deal NameDeal NameDeal NameDeal Name WebsiteWebsiteWebsiteWebsite CategoryCategoryCategoryCategory SubcategorySubcategorySubcategorySubcategory Nr. SoldNr. SoldNr. SoldNr. Sold PricePricePricePrice ValueValueValueValue DiscountDiscountDiscountDiscount RevenueRevenueRevenueRevenue49 258 550.8 4.6 11892

2012/2/29 2012/3/5 http://sh.nuomi.com/deal/heitudi02.html198元享原价584元的黑土地农家院5至6人套餐！让您足不出沪，就能享受到最原汁原味的东北菜肴和最具特色的关东情调！盆盆精彩，份份满足！Nuomi Dining Local Cuisine 62 198 461 4.3 122762012/2/17 2012/3/15 http://t.58.com/sh/21719731622380034【正宗东北特色菜，清明节假期通用】 198元享原价463元的黑土地农家院5-6人餐！悠悠黑土地，浓浓东北情。大口吃肉，大碗喝酒，幸运的话还能坐到东北大炕哦！让您足不出沪，就能享受到最原汁原味的东北菜肴、最具特色的东北风情！盆盆精彩，份份满足！可以不扶墙进，但一定会扶墙出哦 ……58tuan Dining Local Cuisine 27 198 463 4.3 53462012/2/10 2012/3/7 http://shanghai.didatuan.com/team.php?id=28011【南京西路】点评四星商户，品质保证！仅 238元，原价575元『东北黑土地农家院』5-7人套餐：长白山红烧鹿筋+板栗烧驴肉+老家石锅烧鲶鱼+小鸡炖蘑菇+汆白肉+老家传统锅包肉+贼正宗哈尔滨红肠+黑土地地三鲜+特色手工大拉皮+拔丝地瓜+粗粮玉米饼+白菜肉水饺！Didatuan Dining Local Cuisine 79 238 575 4.14 188022011/8/30 2012/12/24 http://www.groupon.cn/ShangHai/-5690889004661427184.html仅需￥398元，即可团购原价704元的黑土地农家院8-10人套餐：七彩拉皮+熟食拼盘+金牌手抓骨头+野生黑木耳+招牌红烧鹿筋+野生香煎马哈鱼+板栗烧鹿肉+小笨鸡炖蘑菇+农家满锅香+传统锅包肉+炒山野菜+拨丝香蕉+特色水饺+特色饼！美味实打实，好吃不忽悠！黑土地农家院，正宗东北菜，味道杠杠地！Groupon Dining Dining Others 28 398 704 5.7 11144

MerchartMerchartMerchartMerchart 黑土地农家院

AverageAverageAverageAverage


• What is the market status in general and in a specific city? • What is your competitors’ sales & pricing strategy?• Should you adjust your pricing strategy according to market trends?• Should you change the products combination?

Dataotuan Sales Tool – Deal Site Analytics 1

Average Price & Discount of Deal WebsitesAverage Price & Discount of Deal WebsitesAverage Price & Discount of Deal WebsitesAverage Price & Discount of Deal WebsitesDeal Websites Market Share in East ChinaDeal Websites Market Share in East ChinaDeal Websites Market Share in East ChinaDeal Websites Market Share in East China

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Top Deals CategorizingTop Deals CategorizingTop Deals CategorizingTop Deals Categorizing


Deal Websites Score CardDeal Websites Score CardDeal Websites Score CardDeal Websites Score Card

Dataotuan Sales Tool – Deal Site Analytics 2• Are you doing better than the average? Are you going up or down in ranking?• Who are your competitors? How competitive are they?• Which categories, which regions/cities should you focus on more?

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Site AFrom 2011/12/1 Till 2011/12/31China

DiningDiningDiningDining LeisureLeisureLeisureLeisure LifeLifeLifeLife ShoppingShoppingShoppingShopping Ranking RevenueRanking RevenueRanking RevenueRanking Revenue Revenue %Revenue %Revenue %Revenue % Ranking Nr.soldRanking Nr.soldRanking Nr.soldRanking Nr.sold Nr. sold %Nr. sold %Nr. sold %Nr. sold %Site A 37% 25% 26% 12% 4 9.80% 2 7.90%Average 24% 26% 23% 27% - - - -

Price/dealPrice/dealPrice/dealPrice/deal Dicount/dealDicount/dealDicount/dealDicount/deal Nr.sold/dealNr.sold/dealNr.sold/dealNr.sold/deal Revenue/dealRevenue/dealRevenue/dealRevenue/deal Nr.city coveredNr.city coveredNr.city coveredNr.city covered No.1No.1No.1No.1 No.2No.2No.2No.2 No.3No.3No.3No.3Site A 108 62% 1331 49832 84 Shanghai Tianjin HangzhouAverage 142 60% 453 12540 52 Beijing Shanghai Guangzhou

Deal site name

Time periodGeo covering

% per category (revenue) Ranking & Market share of the site

Deal performance & pricing City covered and top 3 city by revenue

Site BFrom 2011/12/1 Till 2011/12/31China

DiningDiningDiningDining LeisureLeisureLeisureLeisure LifeLifeLifeLife ShoppingShoppingShoppingShopping Ranking RevenueRanking RevenueRanking RevenueRanking Revenue Revenue %Revenue %Revenue %Revenue % Ranking Nr.soldRanking Nr.soldRanking Nr.soldRanking Nr.sold Nr. sold %Nr. sold %Nr. sold %Nr. sold %Site B 12% 23% 17% 45% 3 10.20% 5 5.70%Average 24% 26% 23% 27% - - - -

Price/dealPrice/dealPrice/dealPrice/deal Dicount/dealDicount/dealDicount/dealDicount/deal Nr.sold/dealNr.sold/dealNr.sold/dealNr.sold/deal Revenue/dealRevenue/dealRevenue/dealRevenue/deal Nr.city coveredNr.city coveredNr.city coveredNr.city covered No.1No.1No.1No.1 No.2No.2No.2No.2 No.3No.3No.3No.3Site B 123 62% 1540 58713 97 Shanghai Nanjing TianjinAverage 142 60% 453 12540 52 Beijing Shanghai Guangzhou

Deal site name

Time periodGeo covering

Deal performance & pricing City covered and top 3 city by revenue

% per category (revenue) Ranking & Market share of the site


• What is the market status in general?• What is the estimation of the Gross Revenue of the main Daily Deal websites?• What are the revenue trends for the main Daily Deal websites?• Pricing trends & Strategy, category trends, location trends.

Dataotuan Investor Tool

358,085

256,407

124,602

52,309

Q1 Q2 Q3 Q4

Nr. Deals in totalLocal Service DealsShopping Deals

137.4141.2110.9109.5

497531

1,015

1,974

Q1 Q2 Q3 Q4

Average Price

Average Nr. Sold

Nr. Deals Trend 2011Nr. Deals Trend 2011Nr. Deals Trend 2011Nr. Deals Trend 2011

Average Price/Nr. Sold 2011Average Price/Nr. Sold 2011Average Price/Nr. Sold 2011Average Price/Nr. Sold 2011

City Market Analytics 2012 Feb.City Market Analytics 2012 Feb.City Market Analytics 2012 Feb.City Market Analytics 2012 Feb.

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About Dataotuan.com

Dataotuan, a unique daily deal aggregator and analytics platform in China,was started with 2 goals in mind.

1. To recommend the best deals to our users based on where they are, what they like and when they want it as well as giving them tools to manage them

2. To analyze the deal data in order to find out what constitutes the best daily deal


Dataotuan Tracks & Collects

Dataotuan Tracks

*Dataotuan adds new Daily Deal websites on a regular basis based on quality and time of existence.

Deal TitlePrice (Original, Current, Abs. And % Discount) Number of Sold DealsCategory/Sub CategoryAvailability in TimeCity, District, Latitude/Longitude Weather & more

Deals & Revenue per DistrictNumber of “real’ active Cities/Provinces

Number of DealsGross revenue Province, City, District, Category, Sub Cat.

345345345345 cities in Mainland China(*)

5000 5000 5000 5000 –––– 10000 10000 10000 10000 new deals every day

Dataotuan Collects

111125252525 of the main Daily Deal Sites


Dataotuan Geo Coverage

Dataotuan aggregates and analyzes the daily deal markets in China, Singapore, Malaysia, The Philippines, Taiwan, Australia and New Zealand,Hong Kong, Africa, Middle East. More countries will follow soon.

DTT Web & Data available

DTT Data available

DTT will cover soon


Dataotuan Map Announcements – 1 � Dataotuan has Customizable Deal Maps for each Country


Dataotuan Mobile Announcements – 2 � Dataotuan has Mobile, location aware HTML5 websites for each Country


� The objective of this report is to offer insights into the Chinese Daily Deal industry.

� Data are collected from the main Chinese deal websites and offer a reliable indication of the Chinese daily deal market

� The daily deal websites that unfortunately are not included due to not providing correct data access (api)is groupon.cn.

� QQ changed its business mode.It’s not a daily deal site anymore.So Dataotuan excludes QQ's data from 2011 Sep.

� Please contact us if you have any questions/remarks related to this report.

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Technology

The Chinese Daily Deal Market in February 2012