Business Model Analysis of Chinese Internet E-commerce Companies: A Comparison Between JD and PDD

Jixuan Dong ()
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Jixuan Dong: Anhui University, School of Economics

A chapter in Proceedings of the 2026 6th International Conference on Enterprise Management and Economic Development (ICEMED 2026), 2026, pp 24-33 from Springer

Abstract: Abstract Against the backdrop of the rapid development of Chinese e-commerce platforms, different platforms exhibit distinctly different business models. To explore the characteristics of e-commerce business models, this paper draws on existing literature and financial performance analysis to examine JD and PDD across three dimensions: value proposition, value creation, and value capture. Through a review of the financial reports of both companies, this paper finds that JD primarily relies on its self-operated business, while PDD focuses on providing services platform to merchants. This offers insights for emerging e-commerce companies on how to develop by aligning their brand positioning with a suitable business model.

Keywords: Business mode; e-commerce; JD; PDD (search for similar items in EconPapers)
Date: 2026
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Persistent link: https://EconPapers.repec.org/RePEc:spr:advbcp:978-94-6239-719-4_4

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DOI: 10.2991/978-94-6239-719-4_4

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