China online retail reached ¥15.5T in 2024 — and nearly 1B people shop online

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China online retail reached ¥15.5T in 2024 — and nearly 1B people shop online

China is the world’s largest e-commerce arena — and the numbers explain why pricing competition there is built around promotions, cadence, and mechanics, not only list prices.

The core dataset (2024–2025)

2024: record-scale online retail

China’s National Bureau of Statistics reports that online retail sales reached ¥15.52 trillion in 2024, up 7.2% year-over-year. Within that, online retail sales of physical goods were ¥13.08 trillion, up 6.5%, accounting for 26.8% of total retail sales of consumer goods.

2024: online shopping is near-universal among netizens

CNNIC’s internet development reports show:

  • By June 2024, 905 million people were online shoppers (82.3% of internet users).
  • By December 2024, online shopping users reached 974 million (87.9% of internet users).

2024 H1: momentum was strong

MOFCOM data (H1 2024) cites ¥7.1 trillion in online retail sales, +9.8% YoY, showing the engine was already running early in the year.

2025: growth continues

NBS updates for Jan–Oct 2025 report online retail sales of ¥12.79 trillion, +9.6% YoY.

Why this matters for competitor price tracking

At China scale, “price” is a system:

  • Promo windows are longer and often overlap (festival-style sales, rolling events).
  • Coupon stacking is common (platform coupons + store coupons + payment/fulfillment perks).
  • Delivery promises and “instant” fulfillment can be the real conversion lever.
  • Livestream commerce and creator-driven offers can trigger rapid, short-lived deal states.

If you track only a single number on a PDP, you miss the levers that actually move demand.

What to track (minimum viable for China-style markets)

  1. Effective price

    • Base price + coupon prompts + cart discounts + shipping/fees.
  2. Promo state

    • Badge text, strike-through price, “limited time” language, bundle gifts.
  3. Cadence

    • Detect event windows (start/end) and compare offers within the same window.
  4. Fulfillment

    • Delivery ETA, free-shipping thresholds, “same day/next day” claims.

A practical takeaway

China’s data says: almost everyone is shopping online, and trillions of yuan flow through digital retail each year.
Competitive pricing here is about mechanics (promos + fulfillment), so your tracking must capture the offer, not just the sticker price.

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