Photo Nov 08, 12 40 03 PM

My Visit to JD Headquarters and What I Learned About China’s Retail Revolution (Pt 1 of 3)

I recently got invited to spend three days touring JD’s facilities in Beijing and Shanghai – and to meet with senior management. As someone who has been a fanboy of JD for a long time, I literally jumped at the opportunity. JD is one of the great China business stories. From its founding by Richard […]

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3 Things I Learned from Alibaba CMO Chris Tung on Singles’ Day 2017 (Pt 2 of 3)

For Singles’ Day 2017, Alibaba invited a small group of us to come to Shanghai to attend the big gala, tour some facilities and meet with management. This is the second in a three part series about what I learned on the trip. In Part 1, I summarized the meeting with Alibaba President Michael Evans […]

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5 Things I Learned from Alibaba President Michael Evans on Singles’ Day 2017 (Pt 1 of 3)

It’s 6pm November 11 and China’s 24 hour shopping extravaganza is in full swing. Chinese are buying stuff at about $1B in sales per hour. 200,000-300,000 orders are being processed per second. Over three million logistics staff are on high alert. It’s a nationwide frenzy. And Alibaba President Michael Evans has just sat down next […]

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我的东方梦工厂之行-以及中国动画产业蓬勃发展的原因

2009年,中国有1900万大学在校生,其中,学习艺术和设计的人有100多万。让我们仔细掂量一下这组数字所蕴含的意义。这一百万学习绘画、设计和其他创意艺术的学生人数,超过了化学、法律或经济专业的学生数量。 转眼至今,这些学生都已参加工作,成为中国新兴创意阶层的一部分。实际上,中国大陆如今已拥有数百万设计师、动画师、和其他创意专业人才。他们是新鲜事物的引领者,我称之为“创意中国”。

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NBA中国如何成为独一无二的跨境媒体平台(共3部分,当前第3部分)

此为大卫•斯特恩与NBA在中国取得巨大成功的三部曲之三。第2部分在这里 “到2004和2005年,NBA中国和姚明已开始在美中两国媒体占据独特的地位。西方品牌发现它们可以借助NBA覆盖数百万中国人。同样地,寻求走向世界的中国公司也发现通过NBA球赛上的广告可以同时覆盖中西方观众。甚至以国内为主要市场的中国公司也意识到它们在美国赛场上的广告可以吸引中国消费者。举例来讲,尽管燕京啤酒的产品并不在美国销售,但它仍然会购买NBA休斯敦球赛的场边广告。NBA几乎完全成为一个独特的美中广告平台。”

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姚明如何将NBA中国推向新高(共3部分,当前第2部分)

此为大卫•斯特恩与NBA在中国取得巨大成功的三部曲之二。第1部分在这里. “中国观众在20世纪90年代观看篮球赛和美国人在60年代收看艾德·苏利文秀有异曲同工之处。不是因为艾德·苏利文长得特别好看,美国观众才爱看他。其实他在电视上的样子真的不好看。大部分美国人追捧他,只不过是因为当时一共只有3个电视台,他就出现在其中之一。”

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中国普通烟民是如何一步步变成“老烟枪”的

将全世界抽烟最多的6.5亿人口放到世界上污染最严重的城市,会发生什么?二十多年后又会如何呢? 如此,我们将得到2000万超级烟民。他们吸进的致癌物可能创人类历史记录。我把这群人叫做中国的“老烟枪”。 我是这么算的:

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One Graphic Shows the Power of China Bike-Sharing (Mobike, Ofo)

Below and above is a graphic that shows the growth of bike trips taken vs. bikes deployed in a Chinese city of 8M people. The data was provided by Mobike but the exact city is not specified. Note how usage grows fairly linearly – and is proportional to the number of bikes deployed. I think […]

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中国所需要的,是更加智能的增长,而非更快的增长

已下内容节选自我们的新书《一小时读懂中国》。 “我和华强森博士(Jonathan Woetzel)(麦肯锡,北京大学)一共写过3本有关中国的速读书籍。这是最新的一本,书中精心收录了我们的一系列文章,主要体现以下四个独到的观点: