China Big Tech Crackdown Winners 2021
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China Big Tech Crackdown Winners 2021

Paid Research

China Big Tech Crackdown Winners 2021

Financials, Technology, Consumer Staples Author: Skye Lan Jun 29, 2021 11:48 PM (GMT+8)

ContributorsYingwei Fu, Yangni Liu, Ivan Platonov

EditorLuke Sheehan

Pages44

CopyrightEqualOcean Intelligence

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Introduction

This report explores China's evolving regulatory environment and identifies 10 companies winning from the state's antitrust push. Compared with Big Techs, such as Tencent, Alibaba and Meituan, these niche players are more agile and capable of altering their business models based on the changing consumer needs, the rising tide of downstream demand and the appearance of new technologies.

Highlights

  • China's Internet sector has been expanding at an astonishing speed, with its 'national champions' evolving to compete with the world's giants.
  • While these Big Tech companies scale rapidly, the public has been discussing the fairness of market competition.
  • The recent Big Tech crackdown has attracted massive attention as the regulatory scrutiny reflects the will of the 'invisible hand' and even further – the critical intention of Beijing towards the private sector.
  • The change in the air seems to have created a short-term vacuum for Big Tech's competitors, which can substitute giants' functions in the market.

Contents

  • 1 Beijing's tightened grip
  • 2 'Unexpected catalyst'

In this report

10 niche players

benefiting from the new wave of antitrust regulation

62 exhibits

visually explaining the investment value of these companies

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About the research

EqualOcean Intelligence is the research and consulting division of EqualOcean. It provides market and investment analysis, as well as advisory services for global enterprises and public decision-makers. Widely recognized across a number of industries thanks to its service capacity and research methodology, EqualOcean Intelligence closely tracks cutting-edge technologies, applying unique frameworks and models to solve longstanding and emerging problems.

EqualOcean Intelligence's scope comprises eight major sectors: technology, consumer, healthcare, automotive, industrials, financials, communication and real estate. With over 100 experienced and qualified analysts at work, EqualOcean Intelligence is one of the few institutions delivering content in both English and Chinese, together with the requisite expertise to interpret both cultures. This rare talent mix is one of the reasons EqualOcean is widely quoted by so many top global publications.

Leveraging two major channels – EqualOcean.com and iyiou.com – and supported by a network of thousands of technology and industry experts, EqualOcean Intelligence is a highly competitive player in business analysis, in China and around the world.

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