China Retail Industry Report, 2007 ..

The total retail sales of consumer goods have been keeping growing in recent years. According to the statistics of Ministry of Commerce, the total retail sales of social consumer goods in China achieved RMB 699.8 billion in Oct 2006, increased by 14.3% over the same period of 2005. It is estimated that the total retail sales of consumer goods would reach RMB 7.6 billion in the year of 2006, up by 13.5% year-on-year, recording the top since a decade.

China retail industry is expected to maintain its overall growth at about 10% plus in the year of 2007, and even more, parts of leading enterprises will keep growing at above the average rate. Besides, as the foreign-owned retailers accelerate their expansions via merger & acquisition, the competition for promising business regions will become more rampant and the industrial concentration will also be gradually improved by integration and reorganization.

Contents

1 Retrospect of China retail industry
1.1 Industrial boom gets improved
1.2 Operating performance grows steadily

2 Prospect of China retail industry
2.1 Huge market potential
2.2 Highly market competition pattern under low concentration
2.3 Chain-store operation and retail form integration become the main trend
2.4 M & A will be the key forms for enterprises' expansion
2.5 Driving factors from inside and outside promote the performance

3 Investment strategies of China retail industry
3.1 Department store
3.2 Home appliance chains
3.3 Chain supermarkets

4 Major enterprises
4.1 Wuhan Zhongbai Group Co., Ltd
4.2 Gome Electrical Appliances Holding Limited
4.3 Suning Appliance Chain Store (Group) Co., Ltd
4.4 Beijing Wangfujing Department Store (Group) Co., Ltd
4.5 Chongqing Department Store Co., Ltd
4.6 Beijing Urban-Rural Trade Center Co., Ltd
4.7 Shandong Silver Plaza Co., Ltd
4.8 Guangzhou Friendship Co., Ltd
4.9 Shanghai Balian Group Co., Ltd
4.10 Wumart Stores, Inc.
4.11 Lianhua Supermarket Holdings Co., Ltd

5 Conclusions


Tables/Figures

Growth of prime operating revenue of retail enterprises, 2002-2005
Net profit growth of retail enterprises, 2002-2005
Prime operating revenue of retail enterprises in China, 2003-2006Q3
Net profit of retail enterprises in China, 2003-2006Q3
Operating performance of home appliance retailers, Jan-Jun 2006
Main operating indexes of retail enterprises in China, 2006Q1-Q3
Contrast of total retail sales of consumer goods and GDP growth, 1981-2005
Structure of consumer spending of urban residents, 2004-2005
Total retail sales of consumer goods (wholesale & retail industry) and growth in China, 1997-2006
Growth of wholesale and retail value in urban, county-level and below-county regions
Regional structure of wholesale and retail value
Ranking of GRDI (global retail development index) by A.T. Kearney
Statistics of foreign-owned retailers with sales revenue of or above RMB 5 billion, 2005
Major merger & acquisition cases, 2006
Retail price index of commodities, 2001-2005
Growth of ownership for home appliance of Chinese residents, 2001-2006
Supply and demand of major commodities in China, 2002-2006
Per capita disposable monthly income of urban families of China, 2005-2006
Change of total sales revenue of top 100 retailers in China, 2001-2005
Sales revenue ratio of top 100 retailers, 2001-2005
Change of revenue and cost of Lianhua Supermarket, 2004-2006
Change of revenue and cost of Wumart Stores Inc., 2004-2006
Supply & demand of 600 kinds of commodities in China consumer goods market, 2003-2006