China Third Party Payment Review 2015 13/04/2015



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Transcription:

China Third Party Payment Review 2015 13/04/2015

Defini;on Third Party Payment Company: Refer to payment service providers that are independent from merchants and banks. Representa;ve players in China include Alipay, Tenpay, ChinaPay, 99Bill, and ChinaPnR, among others. Online Payment: Refers to money transfers made over the Internet between users and merchants and among merchants under the payment command via equipment such as desktop or laptop. Online payment in this research specifically refers to payment made via third- party payment plaiorms. Mobile Payment: Refers to non- voice money transfer and payment made via mobile devices (mobile phone, PAD, e- reader, PSP, and more) on the basis of wireless communica;ons technology (Bluetooth, infrared, NFC, RFID, mobile Internet, and SMS, among others). Mobile payment in this research only includes the payment of products and services provided by third- party plaiorms. Acquiring Service: Refers to services including authoriza;on for payment via bank cards, serlement, payment refusal, etc. provided by contracted merchants to cardholders via POS devices (tradi;onal and mobile POS) and self- service payment machines (Lakala, pay1, ATM, etc.) on the basis of telephone lines, Internet and mobile Internet.

Snapshot

Licensed Companies As of Feb. 2014, a total of 250 companies in China obtained payment license, among which 90 companies acquired license for online payment and 37 companies received license for mobile phone payment. Beijing ranked first by the number of licensed companies at 55, followed in turn by Shanghai at 54, Guangdong at 21 and Zhejiang & Jiangsu each at 16.

Third Party Payment User Base 2013-3014 Online and Mobile Payment User Base and Penetration Rate Online Payment Users Mn Penetration Rate Mobile Payment Users Mn Penetration Rate 2013 260 42.10% 125 25.10% 2014 304 46.90% 217 39%

Third Party Payment GMV (Including online payment, mobile payment, telephone payment, prepaid card, etc)

Market Share of China Major Third- party Payment Companies in 2013 by GMV China UMS accounted for the largest share in the market at 39.8% in 2013, followed respec;vely by Alipay at 21.2% and Tenpay at 7.7%. The share of other par;cipants all fell short of 7%. As the strongest and most influen;al player, China UMS monopolized China third- party payment market through extensive corporate user base. China UMS: China UnionPay Merchant Service

Third Party Online Payment GMV (Internet money transac;ons through Laptops or desktops)

Market Share of China Major Third- party Online Payment Companies in 2014 Q3 by GMV

Third Party Mobile Payment GMV

Market Share of China Major Third- party Mobile Payment Companies in 2014 by GMV

Performance of Major Payment Apps in Q3 2014

Trend: More Acquisi;ons in Payment Industry At present, there are 250 licensed third- party payment operators in China with a total of 525 licenses of different kinds. The agtude of related authori;es towards re- issuance of license and the compe;;ve landscape of the sector indicate that major payment markets have reached satura;on point. According to iresearch, there are three acquisi;on trends in the sector:

Trend: Mobile Payment Mobile payment will rapidly expand to town and the rural area. Mobile phone purse will be more like a real purse. Mobile payment users will be more obviously featured by small amount and high using frequency. Mobile payment will give impetus to the expansion of mobile app business model. Mobile payment will be the marke;ng analysis tool of merchants.

Alipay Service Fee for Tmall and Taobao Taobao Tmall Debit Card Union Pay Credit Card International Credit Card 1% (buyer/ Seller, if sellers Buyer: 1.5% - 3% provide credit card service, Free (depends on the bank) the 1% will charge to the Seller: 1% sellers) Free 1% (buyer/ Seller, if sellers provide credit card service, the 1% will charge to the sellers) Buyer: 1.5% - 3% (depends on the bank) Seller: 0.8% Tmall Global 1% 1% 1%

Alipay Service Fee for Merchants not in Alibaba System (Real- ;me Payment) Serice Period Transacation Volume Service Fee US$0-10,000 1.20% Package 1: Step Package US$10,000-80,000 1% 1 Year US$80,000-160,000 0.90% US$160,000 --320,000 0.80% US$320,000 and above 0.70% If the annual transcation volume is US$160,000, the service fee should be: 10,000*1.2%+ (80,000-10,000) *1%+(160,000-80,000)*0.9 Package 2: Quota Package Service Period Prepaid Fee Transaction Volume Conversion Rate 1 Year Rate for the volume over the package US$100 US$10,000 1% 1.20% US$300 US$32,000 0.90% 1.20% US$600 US$73,000 0.80% 1.20% Debit Card Union Pay Credit Card International Credit Card Buyer Free 1% 1.5%- 3%.

Tenpay (Real- ;me Payment, including WeChat Payment for mobile end) Base Rate 1% Package Offers Service Period Prepaid Transcation Volumes Conversion Rate Rate for the volume over the package Package 1 1 Year US$80 US$10,000 0.96% 1% Package 2 1 Year US$300 US$30,000 0.84% 1% Package 3 1 Year US$600 US$80,000 0.75% 1% Package 4 1 Year US$1,000 US$160,000 0.70% 1% Package 5 1 Year US$2,000 US$300,000 0.60% 1% Package 6 1 Year US$7,500 US$1,600,000 0.45% 1% Buyers: Free

China Union Merchant Service Online Payment Merchant Users Merchant End Software US$600 Membership Annual Service Fee US$500 Transcation Service Fee 1.80% Free * Transac;on Service Fee may be different subject to the terms of each contract.

For More Informa;on hrp://mch.tenpay.com/market/ps_intro_08.shtml hrp://www.chinapay.com/pages/bussiness/downloads/download.jsp hrps://b.alipay.com/order/productdetail.htm? productid=2012111200373124&tabid=3#ps- tabinfo- hash hrp://www.umpay.com/umpay_cms/pages/zh_cn/parts/440con/440.html hrp://www.iresearchchina.com/reports/5886.html hrp://www.iresearchchina.com/search/payment/ hrps://cshall.alipay.com/lab/help_detail.htm?help_id=212412 hrp://www.iresearchchina.com/views/6292.html hrp://news.mydrivers.com/1/381/381898.htm