Paid Research
China Big Tech Crackdown Winners 2021
Paid Research
China Big Tech Crackdown Winners 2021
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
Related Companies
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.
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