2. 2
In this edition
1. COVID-19 situation update
2. Consumption impact update
3. Media consumption development
4. Latest economic outlook
5. Outlook for key categories
6. Media market updates
7. POV & recommendation
4. China's domestic activity
is expected to rebound
and continue to recover
in the second half of this
year as the containment
measures are withdrawn
and policy support gains
strength
4
A faster economic recovery in China
than in the US and Europe is expected due to 3 reasons:“
”—— IMF official
1.
Domestic
wealth
2.
Expanding
Global
export
position
3.
High
Government
investments
A faster economic / domestic market recovery in China
than in the US and Europe is foreseen
See page 31-33 for data support
5. Chinese new normality shows increasing positivity
5
• China isn't out of the woods yet, but the return to normality has picked up a gear. According to Joint
Prevention and Control Mechanism of China, people can stop wearing masks in 2 circumstances – 1.
Outdoor where there aren’t a lot of people. 2. Low-risk cities’ (no newly reported case in recent days)
well-ventilated spaces including indoor offices, schools, etc.
• Over the past couple of weeks there have been a number of positive developments reinforcing China as
one of the most promising markets this year: like an IMF official said, China's domestic activity is expected
to rebound and continue to recover in the second half of this year as the containment measures are
withdrawn and policy support gains strength
• China has reopened hotels, sports venues and even Disneyland, albeit with social distancing rules and
reduced capacity. 95% shopping malls and stores reopen, with 80% traffic recovery.
• During Labor day, China welcomed 115 million domestic tourists, with 47.5 billion income. China and
South Korea ease border controls for business travel. Students start to go back to school.
Sources:China skinny, McKinsey
6. 6
• Despite the pandemic, many companies have reported positive growth in China. In Q1, Nike grew 5% and
L'Oreal was up 6%, and multinationals from BMW to KFC have announced continuing expansion plans for
the country.
• In April, even car sales grew 4.4% under government policy stimulation, the first year-on-year growth
since mid-2018.
• China's home sales have almost returned to pre-virus levels. Even China's economists are feeling their
most upbeat in two years.
Sources:China skinny, McKinsey
Chinese new normality shows increasing positivity
8. Some gig purchase categories start to recover with stimulation
policies kicking in. Daily enjoyment categories keep recovering
8
Phase Cancel or reduce Unchanged or limited Increase
Phase 2
Stabilization
Feb 9 - End of the outbreak
(probably in mid of the year)
Phase 3
Post outbreak - Recovery
• Big purchases further recover as stimulated
policy/discount kicked in: real estates, cars,
luxury products
• Domestic travel further recover during
Labor day, while international travel keep
postponed
• Dining out & daily life enjoyment keep
reenergizing
• Big family purchase categories without
urgency: luxury, car, furniture etc.
• Online entertainment
• Financial investment
• Epidemic related products:
masks, household cleaning,
medicine grow stable
• Food market overall shift to more
fresh food especially for vegie
and protein, less dining out
• Online shopping through live
streaming keep booming
• Personal care products
• Major appliances,
consumer electronics,
liquor, etc.
• Luxury: overseas buying
high decrease,
domestically to
compensate
• Apparel
• Entertainment, especially OOH
activities like cinema, outdoor.
• Travel
• Health related categories,
including healthy food, gym
• Home decorations and appliances
• Insurance
• O2O will accelerate
Sources: desk research and social listening
10. China’s offline consumption has recovered 84% until mid May, but
weekend and night consumption take more time
10Sources: McKinsey – Miya technology
Before
COVID
COVID
peak
Recovery
Weekdays Weekend
Daily transaction (standardized) Daily transaction (standardized)
Before
COVID
COVID
peak
Recovery
Weekend & night consumption decrease more,
and is not fully recovered yet
Recent 2 weeks
recovered to 105% driven
by Labor day
Before
COVID
Before
CNY
COVID
peak
Stabilization Recovery
The first case
reported
New year WH lockdown,
CNY
Most area lower
the emergency
response level
Labor day
China offline daily average consumption
100%=2019 Dec daily average consumption
95% shopping malls and
stores reopen, with 80%
traffic recovery until mid May
11. KFC
KFC sticks to expansion plans after
virus as it continues to see expansion
opportunities focusing on tier 4&5
With high self indulgence needs, chain F&B brands keep expanding
to more markets despite the epidemic
11
Luckin coffee
Despite the scandal, the company is
reportedly on an expansion spree, opening
ten outlets per day in the second quarter
Popeyes
Popeyes has returned with its first store
opening on Shanghai. By 8am, there were
already hundreds of people queuing
Sources: China skinny
12. New created shopping festivals/events (discount & new product
launches) have shown to stimulate consumption
12
To lift post-lockdown consumer spending, Shanghai
initiate the double five shopping festival, entice
shoppers to splurge again by staging a massive retail
extravaganza from this month until June. The
shopping festival pulled in USD 2.2 billion of sales in
first 24 hours through both offline and online.
Shanghai Double Five shopping festival Global new product launch season
Sources: Kr Asia, Sina news
Among the double five shopping festival, Shanghai
government also launched a “global new product launch
season” which will last for 1 month. It already attracts
94 global/local brands including LVMH, Kering,
Richmond, L’Oreal, etc. to hold 110 new product launch
events. Richmond CEO said they will launch 100+ new
products with 14 brands in the coming 4-5 weeks
13. Luxury enjoyed a buy rush in the past weeks due to price tactic
impulses
13
Top luxury brands increase price
Others are on sale to attract the consumers
Buy 500 get 300 voucher
Increase price twice
within 2 months
15% price
increase
10% price
increase
Sources: Fashion business news
14. While many independent stores were not able to survive,
newcomers prepare already to move in
14
Stores closed, many of them are in renovation,
other businesses are going to be opened again
Sources: Chozan
16. Consumers are changing their values, appreciating more the daily
life enjoyment and collective benefits, becoming less money-oriented
16
74%Daily life enjoyment
Ranking +8 vs. 2019
78%Protect for the nature
Ranking +3 vs. 2019
Consumer value change
67%Have abundant of money
Ranking -13 vs. 2019
Sources: Kantar, Chaozan
76%National pride
Ranking +14 vs. 2019
90%+of consumers said that the
COVID-19 has brought
changes or preferences to
their own lifestyle
17. Chinese say goodbye to frivolous purchases
17
With much more of days spent in their homes,
Chinese consumers also have more time and
reasons to sort through things they don’t feel they
need. Many people are offloading possessions and
aim to simplify their lives, embracing a new-found
ethic for hard times: less is more.
Brands that align with the less-is-more approach -
from clean packaging, to beautifully simple product
design, to less ingredients in food, are likely to
benefit from this trend.
Alibaba's Idle Fish, China’s biggest online site for used
goods, hit a record daily transaction volume in March.
• 38.8% YOY user increase
• 40% YOY products increase
Posts with the hashtag #ditchyourstuff have trended on
social media in recent weeks, garnering more than
140 million views
1
Trillion (¥)
Prediction for used goods
transactions in 2020
Sources: China skinny – Idle Fish
18. Especially, tiers 1-2 are more conservative after COVID-19
18
Did you give up any consumption because of the out break?
1.) Car/Vehicles
2.) Clothing. Shoes & Cosmetic Products
3.) Electronic Devices, Computers & Mobile Phones
4.) Household
5.) Concert Tickets
Sources: Chozan
According to the respondents from both city tiers,
the top five commodities they have given up
purchasing are:
19. While the COVID-19 battle still further boosts national pride
among young Chinese
19
In many cases, this sentiment will have an impact
on how origin communications are received, how
new product development should manifest and
how brands choose partners and endorsers.
Sources: Xinhua – China youth daily
9.57Out of 10
9.18Out of 10
Y2020 Y2019
National price among 18-35 y.o.
(China Youth Daily, 8212 sample size, 31 province Apr 24th-28th)
Chinese youth gives higher scores to national pride
71% of the young respondents said they acquired
a strong feeling that people and life matter most
during the nationwide fight against the epidemic.
“China did good job to contain the virus, people
are actively shouldered to fight against epidemic
under the government lead. I think China is more
safe than other countries. I feel proud about it”
—— Jason, 25 y.o.
20. Sailing on national pride, increasing “Buy China” sentiment
translates into clear buying behavior, especially in lower tiers
20
47%
53%
No
Yes
Has the COVID-19 affected
your brand preferences?
Survey by ChoZan, 1214 samples, 16-60 y.o., tier 1-5 cities in China, April 3-5
After the COVID-19, which do you prefer: local
Chinese brands or foreign brands?
70%
9%
21%
79%
8%
13%
Chinsese brands
Foreign brands
No preference
53% of consumers expressed that they will change
their brand preference after the pandemic
70%+ of consumers claimed they will prefer Chinese
brands more, especially tier 3-5 are more supportive
Top 5 brands given credit by consumers for
great work during COVID-19
Alibaba, Tencent, Huawei, Wuling, JD
Sources: Linkedin
21. 21
Sources: Ipsos; Cosmose; GWI
COVID-19 has driven the usage and new development
of e-commerce and O2O even higher
22. KOL-based and Live streaming further drive the EC growth
22Sources: EqualOceans, China skinny
Chinese internet giant Baidu invests USD 70.5 million into
live streaming amid coronavirus-led boom.
23. % of consumers who would not care if the following retail brands were to disappear:
56%41%39%
26%31%
In China online retailers are already more popular than
traditional retailers
Sources: Havas Meaningful brand 2019
*Our full report and seminar
“Future of O2O retail in China” are coming
23
24. And China has become an all-delivery society by default
I am so used to having everything
immediately delivered that I no longer need
to shop in stores
42%
PROSUMERS
42%
MAINSTREAM
41/24 51/29 19/16 66/61 41/30
Sources: Havas prosumer report 24
*Our full report and seminar
“Future of O2O retail in China” are coming
25. However Chinese don’t want only online retailers
I’m fine if Alibaba and JD* are the
only retailers that survive
49%
PROSUMERS
42%
MAINSTREAM
37/19 24/18 29/19 36/44 25/16
Sources: Havas prosumer report 25
*Our full report and seminar
“Future of O2O retail in China” are coming
26. Sources: Havas prosumer report
Delivery service is not enough, they want a full offering:
product + services + content that inspires and helps
72%
Correlation between
performance and Content
Effectiveness**
Product
Content
Service
82%
Of Prosumers want to be more inspired
while shopping *
26
*Our full report and seminar
“Future of O2O retail in China” are coming
27. Sources: Havas prosumer report
Keen to learn more about our
research findings?
Register now
for our seminar on
June 18th and 19th
27
“The Future of
O2O retail
in China”
29. While life has mostly gone back to normal, people continue to watch
more TV than last year
29Sources: Infosys, Target:P18-45, Period:2020/01/01 – 2020/4/25, Timeslot: All Day Tier1 including(BJ、SH、GZ、 SZ),Tier2 including almost Provincial capital
Since February overall TV rating shows seasonal decline, but remains higher than in 2019
6.9
9.5
7.2 65.9 6.4 5.5
5.4
0
5
10
Jan Feb Mar Apr
2020 2019
7.2
10.2
7.3 6.5
6.2 6.8
5.3 5
0
5
10
Jan Feb Mar Apr
2020 2019
6.5
9.2
6.5
5.6
4.9 5.8 4.9 4.7
0
5
10
Jan Feb Mar Apr
2020 2019
Tier 1
Tier 2
Others
30. 45% 46%
48% 47% 47%
49% 49% 50%
48%
53%
50% 50%
250
300
350
400
450
500
550
600
0%
20%
40%
60%
May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 Dec-19 Jan-20 Feb-20 Mar-20 Apr-20
Average daily household duration(min) Daily activity user rate
Also SmartTV daily view time is declining following the overall
traditional TV usage trend, but remains on higher level than last year
30Sources: Gozen Data 《OTT Big Data Monthly Report - Apr.2020 》; Gozen Data ORS- CTV Rating System
While the daily activity rate remains at 50%, the average daily time dropped to 297min (pre-epidemic level).
31. Hunan STV continues to successful with their Drama and Variety shows
31
Drama
During 25th Apr of 2020, Hunan STV should be the winner in drama field.
Variety
During 25th Apr of 2020, Zhejiang STV buzz show <TRUMP CARD VS TRUMP CARD> narrowly won <Singer> and took the first place.
0201 0403 05
Jiangsu STV
冰糖炖雪梨Ave
Rtg 1.97
Dragon STV
安家
Ave Rtg 1.75
Hunan STV
清平乐
Ave Rtg 2.15
Hunan STV
绿水青山带笑颜
Ave Rtg 1.86
Drogan STV-
欢乐喜剧人
Ave Rtg 1.32
Zhejiang STV-
王牌对王牌
Ave Rtg 1.97
0201 0403 05
ZhejiangSTV
我们在梦开始的
地方
Ave Rtg 1.77
Hunan STV-
歌手当打之年
Ave Rtg 1.95
Zhejiang STV-
天赐的声音
Ave Rtg 1.40
Hunan STV-
快乐大本营
Ave Rtg 1.15
Sources: Infosys, Target:P18-45, Period: 2020/01/01-2020/04/25, Timeslot: All Day Market: 57 Markets
32. In Digital all app categories see a steady DAU increase, while
Education and Gaming report the most significant growth
32
Source: iResearch, period: 2019--2020.04
20
23
31
73
171
249
344
363
701
1220
21
23
31
89
178
289
379
408
746
1250
Health & medicare
Food delivery & Recipes
Car services
Education
Travel & Navi
Gaming services
General news
EC
Video services
Social networking
2020 Apr DAU
2020 Apr
2019 avg
Unit: Mil
2019 Avg. VS. 2020 Apr
growth rate
+2%
+7%
+12%
+10%
+16%
+4%
+22%
+0%
+3%
+7%
33. Since the Labor holiday, EC platforms benefited from the shopping
festival stimulus, also Travel & Navi apps DAU increased sharply
33
Source: iResearch, period: 2019--2020.05.10
21
23
31
89
178
289
379
408
746
1250
22
25
34
90
211
291
379
440
739
1,250
Health & medicare
Food delivery & Recipes
Car services
Education
Travel & Navi
Gaming services
General news
EC
Video services
Social networking
2020 May1-10 DAU
2020 May
2020 Apr
+0%
-1%
+1%
-0%
+7%
+9%
+18%
+8%
-1%
+5%
Unit: Mil Apr avg. VS. May 1-10
growth rate
34. Overall Social DAU and time spent in line with March.
WeChat and Weibo with slight increases while QQ drops vs. April
34
896
344
182
16 13
912
325
206
14 14
911
332
222
15 15
912
328
216
14 15
916
320
215
14 15
922
318
223
14 15
WeChat QQ Weibo Baidu Tieba LRB
2020 Top 5 Social Apps by DAU
2019 avg. 2020 Jan 2020 Feb 2020 Mar 2020 Apr 2020 May(till 10th)
Unit:
Mil
1220 1241 1267 1288 1250 1265
92.5
97.4 99.9
90.3 92.4 94.0
0.0
10.0
20.0
30.0
40.0
50.0
60.0
70.0
80.0
90.0
100.0
0
200
400
600
800
1000
1200
1400
2019
avg.
2020 Jan 2020 Feb 2020
Mar
2020 Apr 2020
May (till
10th)
2020 Social Networking Apps User Behavior
Average DAU Average time spent
Unit:
Mil
Unit:
mins
Sources: iResearch, period: 2019-2020.05.10
35. Riding on its popularity, more retailers like Watsons, leverage the
WeChat ecosystem to drive a O2O retail consumer journey
35
Brands today can acquire
comprehensive retail market data such
as online and offline transaction volume
ratios, total revenue and customer
order totals by leveraging digital
connectivity.
This data can be used to fine-tune
business strategies. Watsons is just one
example that has harnessed the power
of the WeChat ecosystem to better
serve customers, while simultaneously
growing its data.
As more traditional offline retailers
discover the tried-and-true value of
online portals, an increasing number
will continue to shift to innovative
integration of online and offline
business.
Sources: Jing Daily
Connecting Over 3 Million Consumers with Watsons Shopping Guides
Watsons shopping guides, known as “Beauty Consultants” are drawing on the
company’s already developed membership refer and using WeChat Work to add
customers’ WeChat contacts as friends. By connecting WeChat Work with their digital
DMP/CDP system, Watsons is making good use of their digital capabilities to gain
insight into consumer demographics.
A customer scans a QR code in a Watsons store to be connected with a service consultant
WeChat Pay and Customer Service Functions Help Build Private Traffic Pools
After using WeChat Pay to complete a purchase, users can add the contact for the
Beauty Consultant who assisted them directly through their digital receipt.
Cloud-Based Retail Accessible Anytime, Anywhere
Providing more timely and responsive services is something for which the entire industry strives.
Watsons believes that the answer lies in official cloud-based Mini Program stores that extend to
online customer services. When orders come in through the Official Watsons Cloud Store, the
company takes advantage of its offline storefronts to ship goods out from the location nearest
to the customer. In this way, Watsons has been able to implement 1-hour delivery in 480 cities
across China.
36. OTV apps remain very popular as DAU & time spent remain at the
same level as April
36
365
401
464
444
416 419
112.1 114.0
132.0
123.4
117.4 118.6
0.0
20.0
40.0
60.0
80.0
100.0
120.0
0
100
200
300
400
500
2019
avg.
2020 Jan2020 Feb 2020
Mar
2020 Apr 2020
May(till
10th)
2020 Online Video Apps User Behavior
Average DAU Average time spent
Unit:
Mil
Unit:
mins
167
153
78
32
22
176
158
83
38
24
205
183
107
52
26
192
175
101
46
26
177
163
89
40
26
178
164
90
41
27
iQIYI Tencent Video Youku Mango TV bilibili
2020 Top 5 Online Video Apps by DAU
2019 avg. 2020 Jan 2020 Feb 2020 Mar 2020 Apr 2020 May(till 10th)
Unit:
Mil
Sources: iResearch, period: 2019-2020.05.10
37. Total short video DAU & time spent stabilized, while Douyin keeps on
enlarging its user base
37
430
465
499
462 456 462
39.0
51.5
58.3 59.5 60 60
0.0
10.0
20.0
30.0
40.0
50.0
60.0
0
100
200
300
400
500
600
700
800
900
2019 avg. 2020 Jan 2020 Feb2020 Mar 2020 Apr 2020
May(till
10th)
2020 Short Video Apps User Behavior
Average DAU Average time spent
Unit:
Mil
Unit:
mins
211
123
52 46
36
254
141
55 50
35
285
153
58 53
36
282
140
57 49
35
280
137
55 47
35
287
137
55 47
36
Douyin Kwai Watermelon Video Douyin Volcano
Edition
Haokan Video
2020 Top 5 Short Video Apps by DAU
2019 avg. 2020 Jan 2020 Feb 2020 Mar 2020 Apr 2020 May(till 10th)Unit:
Mil
Sources: iResearch, period: 2019-2020.05.10
38. Both Douyin and Kwai have gotten overrepresented at young
audiences, while catering different young profiles
38
53.1% 46.9%
44.3% 54.7%
Sources: Kasi data, period: 2019.10.31
12.5%
12.4%
20.0%
29.9%
25.3%
8.8%
8.7%
20.9%
30.1%
31.6%
over 35 yo
31-35 yo
25-30 yo
18-24 yo
6-17 yo
Douyin Kwai
Users under24 yo. account for
over 60%, 55% Douyin and Kwai
users respectively
42.8%
22.7%
27.4%
7.1%
28.0%
24.2%
38.3%
9.5%
Tier4 and
below
Tier 3
Tier 2
Tier 1
Douyin Kwai
Douyin: strong focus on tier 2 cities
Kwai: 2/3 of its fans come from tier3 cities
and below
Douyin users are 53% female, while
Kwai is used more by a male
audience
39. On both platforms funny stories is the fastest growing content
39
31.7%
8.1% 7.3% 5.9% 5.7% 5.5% 4.5% 4.2% 4.0% 3.1%
Funny
stories
Pretty girls Music Food Emotion Makeup Knowledge
sharing
Gaming Handsome
boys
Pets
Content of Top 500 Douyin KOLs who
gained followers the fastest
24.9%
11.6% 10.6% 10.1%
6.8% 5.7% 4.0% 4.0% 3.6% 2.7%
Funny
stories
Gourmet
food
Gaming Music Life
recording
Pretty girls Handsome
boys
Talent
shows
Makeup Emotion
Content of Top 500 Kwai KOLs who
gained followers the fastest
Sources: Kasi data, period: 2019.10.31
40. Douyin is mostly used by female KOLs from tier1 and 2 cities, while
Kwai has a more balanced KOL gender mix and on lower tier cities
40
57.5% 42.5%
47.8% 52.2%
Douyin has a larger share of female
KOLs while Kwai gender mix of KOLs
is more balanced
Sources: Kasi data, period: 2019.10.31
8.7%
12.0%
25.3%
39.9%
14.1%
5.6%
7.0%
29.2%
42.0%
16.8%
over 35 yo
31-35 yo
25-30 yo
18-24 yo
6-17 yo
Douyin Kwai
More than 40% of users of Douyin
are aged 18-24yo, while the same
group on Kwai accounts for almost
40%
27.0%
22.0%
38.2%
12.8%
12.9%
12.2%
44.4%
30.5%
Tier4 and
below
Tier 3
Tier 2
Tier 1
Douyin Kwai
Douyin: focus on 1st and 2nd-tier cities.
Kwai: focus on 2nd –tier and 4th-tier and
below cities
41. Both gaming apps and general news apps DAU and time spent keep
flat at a higher level than 2019
344
372
400 384 379 384
46.9
51.6
60.5
56.4
53.9 53.3
0.0
10.0
20.0
30.0
40.0
50.0
60.0
0
100
200
300
400
500
2019 avg. 2020 Jan 2020 Feb 2020 Mar 2020 Apr 2020
May(till
10th)
2020 General News Apps User Behavior
Average DAU Average time spent
Unit: Mil
Unit:
mins
249
295
309
294 289 293
70.2 72.5
76.7 76.7 78.2 78.6
0.0
10.0
20.0
30.0
40.0
50.0
60.0
70.0
80.0
0
50
100
150
200
250
300
350
400
2019 avg. 2020 Jan 2020 Feb 2020 Mar 2020 Apr 2020
May(till
10th)
2020 Gaming Apps User Behavior
Average DAU Average time spent
Unit: Mil
Unit:
mins
41
Sources: iResearch, period: 2019-2020.05.10
42. Stimulated by holidays, OTA apps DAU and time spent increased,
but still below 2019 avg., while Navi apps on much higher level
42
127 133
115
129
143
160
19.5 19.0
12.8
20.1
25.6
30.3
0.0
5.0
10.0
15.0
20.0
25.0
30.0
0
50
100
150
200
250
300
2019 avg. 2020 Jan 2020 Feb 2020 Mar 2020 Apr 2020
May(till
10th)
2020 Navigation Apps User Behavior
Average DAU Average time spent
Unit:
Mil
Unit:
mins
24
20
17 17 17
19
9.5
9.0
7.9
7.0
7.4
8.0
0.0
1.0
2.0
3.0
4.0
5.0
6.0
7.0
8.0
9.0
10.0
0
5
10
15
20
25
30
2019 avg. 2020 Jan 2020 Feb 2020 Mar 2020 Apr 2020
May(till
10th)
2020 Online Travel Apps User Behavior
Average DAU Average time spent
Unit:
Mil
Unit:
mins
Sources: iResearch, period: 2019-2020.05.10
43. EC increased in DAU, stimulated by the Double Five shopping festival
43
Sources: iResearch, period: 2019-2020.05.10
363
400
376
414 408
430
17.9
16.7 16.4 16.3 16.9
17.8
0.0
2.0
4.0
6.0
8.0
10.0
12.0
14.0
16.0
18.0
0
50
100
150
200
250
300
350
400
450
500
2019 avg. 2020 Jan 2020 Feb2020 Mar2020 Apr 2020
May(till
10th)
2020 E-commerce Apps User Behavior
Average DAU Average time spent
Unit: Mil Unit:
mins
Shanghai municipality has started a two-month-long
shopping carnival, called May 5 ("Double Five") Shanghai
Shopping Festival, to help stimulate consumer spending
and reduce the economic impact of the pandemic.
44. OOH – Oreo used creative subway OOH and testimonials to engage
with users and drive EC
• Timing: May 18-31, 2020
• Shanghai Metro Xujiahui Station
• Oreo teamed up with Jay Chou
• 50,000 Oreo biscuits were used to show
different CD covers of the artist in the
metro station
• Further users were invited to scan the QR
code that directed them to the TMALL
shop where users could recreate their
picture with Oreos and Jay
Sources: 申通德高STDecaux 44
45. Cinemas will re-open soon, earlier than expected
45
The news from the Chinese government
website on May 8, the documents issued by
the State Council mentioned that closed
cinemas, entertainment halls and other
closed entertainment and recreational venues
will be opened by appointment and current
limit, and the cinema will resume soon.
Sources : 每日经济新闻& FOCUSFILIM
47. China’s economy is expected to recover faster than other countries
47
The Chinese economy
should be the least
damaged from the crisis
A faster economic recovery in China than in the
US and Europe is expected due to 3 reasons:“
”
luxury analyst at investment firm Bernstein, told McKinsey and Business
of Fashion in a report on the state of fashion after coronavirus
——Luca Solca
1.
Domestic
wealth
2.
Strong
export
3.
Government
investment
48. Though Chinese have gotten more prudent, their cumulated wealth,
leaves space to drive the domestic retail market
48Sources: McKinsey
China median household net worth
USD 200,000
US median household net worth
USD 104,000
Chinese families are twice as
wealthy compared with the
US in terms of median
household net worth
49. China keeps expanding its leading global export position
49
Share of world exports 2018 (%)
Sources: The global economy, South China morning post
China’s trade balance was US$45.34 billion
in April, up from US$19.9 billion in March.
China’s exports grew by 3.5 per cent in April and imports fell by 14.2 per cent, presenting a mixed picture of
the economic recovery
China’s export in surprise jump in April as exporters
making up for shortfalls in Q1 due to supply constraints
50. At the same time China raises its fiscal deficit ratio and issues
special bonds to stimulate the economy
50
China is on track to sign 70% of 5G smartphone
contracts by the end of the year, putting it far ahead
of the rest of the world in deploying the next-
generation communications standard. At a time
when China already has over 50 million 5G handset
subscribers, coverage is still spotty in the other 20-
plus countries that have begun such service
China has new US$ 1.4 trillion plan to accelerate
its bid for global leadership in key technologies
President Xi Jinping stated China would step up efforts to stimulate the economy by raising the fiscal deficit ratio
and selling special government bonds, a day after the G20 pledged to do “whatever it takes” to help protect global
growth from the coronavirus pandemic.
Sources: South China morning post, Asia Nikkei
China pushes forward to have the highest share
in the world’s of 5G subscribers
53. While the tourism industry is gradually recovering, tourists
select their destinations carefully
Travelers prefer to stay close to home—choosing, for example,
to drive or take trains to regional destinations. Flying for
leisure trips has recovered more slowly, which is reflected in
the top destinations for the Labor Day long weekend.
The numbers show a positive trend emerging
over the past few weeks.
Although the figures are down from last year,
the number of holiday trips far exceeded the
43.3 million domestic trips recorded during the
three-day Tomb-Sweeping Festival in early April.
That’s been seen as a sign that China’s tourism
industry, which has been crushed by the
coronavirus pandemic, is on its way to recovery.
53Sources: Ministry of Culture and Tourism of PRC,
https://www.mckinsey.com/industries/travel-transport-and-logistics/our-insights/the-way-back-what-the-world-can-learn-from-chinas-travel-restart-after-covid-19#
54. Limited by the limited choice of destinations, travelers during
Labor Day decreased significantly
The number of travelers for the recent May Labor Day long
weekend was down 53 percent from 2019, but that represents
a recovery from the April long weekend, when travel was
down by 61%.
At present, travel is entirely domestic; international borders
remain closed. China has imposed a 14-day quarantine for
every person coming from overseas. International flights are
capped at one a week per airline and country: a more than 90
percent drop in seat capacity from pre-crisis levels. Hotel
occupancy and domestic-flight capacity are rising gradually.
Sources: Ministry of Culture and Tourism of PRC,
https://www.mckinsey.com/industries/travel-transport-and-logistics/our-insights/the-way-back-what-the-world-can-learn-from-chinas-travel-restart-after-covid-19#
54
55. The early travelers are mainly shown to be young adults and
those without families
55
The young and the nonfamily segment are more open to resuming travel in the first wave after the crisis.
On Tomb Sweeping Day, the first holiday following the pandemic, 60 percent of the people who booked trips
were below the age of 30—a significant increase from 43 percent in the same period last year.
Sources: COVID-19 Travel Sentiment Survey, 2020
56. Campaign SummaryMafengwo hosted live virtual tours during
the Labor Day Holiday to boost interest
Key Takeaways
Result
Date: Apr 30 – May 5
Participants: Western Australia, Dubai,
Jerusalem, German, New Zealand etc.
Estimated Budget: free for the Labor Day
Holiday; regularly, 150k RMB – 600k RMB
• On May 1st, MFW attracted 3,340,641 viewers
• The hottest program is host by Western
Australia, which gained 273,320 view.
1. Vertical-led live streaming on multiply
platforms. Instead of the top-rated & must-see
attractions, KOL host virtual tour of “in-depth
travel”, “slow pace“ and “niche attractions” to
boost viewers’ tourism interest.
2. Perfect Timing: the labor day holiday is a
typically popular tourism season. Having been
confined to home residences for three
months, travelers in China are much more
eager for fresh air and space as well as
opportunities to reconnect with themselves
and with nature.
Co-live Platform
Western Australia Dubai Copenhagen
Sources: Mafengwo 56
57. Sanya Atlantis Hotel swayed holiday
goers by live streaming
57
Key Takeaways
Result
Media partnership: Mafengwo
KOL: 榛美去&柯基东, over 11 million followers
Estimated Budget: 150k RMB – 600k RMB
• Impression: 78 million
• Click: 200 k
• Viewing PV: 90,788
• Viewing UV: 37,706
• Comments: 16,632
1. Engage younger generation through social media to
introduce destinations and deals because the
younger and the nonfamily consumers are more
open to resuming travel in the first wave after the
crisis.
2. Before the pandemic, live streaming was only seen
as an option to reach Chinese travelers. Now with its
immersive and interactive feature, it has become
very integral to how Chinese leisure travelers choose
their next destinations. For brands and OTA, it is
going to be a new normal channel to drive new sales,
create new revenue streams.
Campaign Summary
1. Warm-up: KOL Wishlist Blog
Real-time
viewers
Real-time
comments
Click to destination
page/POI/official account
2. Launch
3. Post-launch: Live
channel Record
59. COVID-19 has changed the hospitality industry and new services
are becoming the new normal
59
Reshaping of restaurant industry
+ Dine-in/Take out
Xibei: Egg-and- Dairy Food
Package
Heytea: Pre-package
Corn Yogurt
Restaurant industry has met great shock during COVID-19
outbreak. Due to quarantine, restaurants faced limitations for
dining-in and have developed online channels for distributing
semi-finished food and pre-package food.
COVID-19-driven services will become
long-term consumer habits
Modern China Tea:
Customized Mini-programs Order
Heytea: Intellectual Cabinet for
Taking Drink
No-touch service has become a new business opportunity.
Companies like Heytea using no-touch pick-up desk to service
customers and special mini-programs to facilitate contactless
ordering process.
Sources: 2020 Media Scene, Apr., 2020
61. Jewelry brands partner with magazines, using celebrities for cover
shooting to ensure brand equity
SoFigaro X 宋祖儿(Lareina Song)
TIFFANY
VogueMe X 李现(Li Xian)
CARTIER
Marie Claire X
宋妍霏、张新成、周也、章若楠、陈瑶
PANDORA
BVLGARI
T CHINA X 吴亦凡(Kris Wu)
FRED
BAZAAR X 范丞丞(Adam Fan)
CHAUMET
Marie Claire X 刘亦菲(Crystal Liu)
BOUCHERON
OK! X 王子异(Boogie Wang)
QEELIN
KINFOLK X 刘诗诗(Liu Shishi)
Sources: Meihua Monitor 61
62. Cloud shopping as trend while brands started stimulating instant
consumption via multiple channels in diversified ways to call for action
TIFFANY CHOW TAI FOOK APM
Opened the official EC store
on JD platform on April 25
Cooperated with celebrity to push EC live streaming
on JD, which theme is "challenge for love"
Opened “Weibo Mini Store" on
the social platform
Opening WeChat/Red: pop-up
e-boutique for 520 Campaign
Sources: WeChat Red, JD 62
63. Campaign Summary
Key Takeaways
Result
• Campaign Period: Apr.1-May.31, 2020 (Grand launch period:
Apr.20-Apr.30)
• Est. Budget: 32.8 Mil
(Mobile-14.3Mil.; Paid Social-6Mil.; OTT-1 Mil.; OOH-9.6 Mil.;
Print-1.9Mil.)
• Market: Nationwide
• Key Platform:
• Fully utilize omni-channels, from online to offline, to deliver
new product messages to maximize reach
• Large number of opening pages on mobile and paid social to
drive reach with high impact
• Also new format on video apps and big screen like OTT were
used
• Dominant OOH in CBD and airport for high impact
Paid Social
• Performance:
Mobile average CTR - Photo apps: 2.7%;
News & Music apps: 3%;
Video apps: 2% ;
Lifestyle apps: 3.3%
IQiyi OTT - Est. impression: 24,000,000(4 days)
Mobile apps (Lifestyle/Music/News/Photo/Video)/OTT
Paid Social (WeChat /Douyin)
TIFFANY launched T1 with impactful omni-
channel campaign and innovative ad formats
OOH (CBD/Airport OOH)
WeChat Moment Ads
One Shot Opening Page/SpotlightOpening Page
Douyin Topview
1DPS on May issue & 1
WeChat headline LightBox
Print
Mobile app OOHOTT
West Nanjing RD
XinTiandi North Shanxi RD Airport
Print
Max View
Sources: iResearch 63
64. • MAC cooperated with Arena Of Valor to launch five limited
lipsticks based on five male game characters for the second
time on Valentine's Day. On April 21, MAC officially started
the commercial promotion and used Meiqi Meng for
endorsement.
• According to Sensor Tower, Arena Of Valor had revenue of
more than $156 million in April. Fans of the game had strong
stickiness and high consumption power, which was highly
coincident with MAC. MAC chose to cooperate with Arena Of
Valor at this time, which made use of the remaining warmth
after the game craze during the epidemic period and
captured the consumption rebound after recovery, attracting
game fans and young users.
• Due to the massive traffic brought by Arena Of Valor and
Meiqi Meng, the cooperation had attracted considerable
attention. Related Weibo topic had received 590 million
views and 3.95 million discussions.
• The monthly sales of limited products in Tmall shop were
more than 20,000
64
In cosmetics launches and IP activations
are back to attract young audiences
Campaign Summary
Result
Key Takeaways
• MAC chose cross-border partners that fit with its brand
image to achieve a win-win situation, increased brand
exposure, and gave both sides a good reputation
• MAC invited traffic stars for endorsement and got very high
traffic in a short time, which was conducive to the promotion.
• To reach more target users, the brands choose some brands
with young users as the primary focus for cooperation, to
enhance the brand's influence in the hearts of young
consumers for a long time.
Digital (Tencent Video+Douyin+Weibo+Baidu),
Paid Social (Wechat+Weibo), KOL (Weibo+Red)
Based on five male
characters of Arena Of
Valor, MAC launched five
lipsticks and eyeshadows
with limited packages.
Sources: Tencent Video, Douyin, Weibo, WeChat
65. Optimistic about holiday shopping, malls organized marketing
events or setup pop-up shops
65Sources: Linhuiba (邻汇吧) WeChat Official Account
28%
34%
32%
6%
Did you hold any marketing events/pop-up
stores during Labor Day Holiday?
No, did not hold any
Bring in Brands that do not own a store in the mall
Yes, we organized our own
Both bringing in brands and organizing own events
Remark: 157 shopping malls across Shanghai, Hangzhou, Chengdu, Guangzhou, Shenzhen were interviewed
• Malls’ self-held events (only on for short-term) include mall’s
shopping festival, street market, brands (already in the mall)
promotion events, pop-up stores and more;
• Events (only on for short-term) by bringing in brands are auto show,
real-estate sales booth, clothing sales, pop-up stores and more;
• Through series of offline short term events and stores, which
usually is with more interactive elements, malls become more
appealed to shoppers.
• More than 70% of the interviewees claimed that they held
marketing events or set up pop-up stores specific for the five-days
holiday. Brands are generally confident about offline traffic recovery.
67. After a sharp decline in Q1, China's auto market reports positive
YoY growth for the first time since 2018.
67
Unit:000’
• The overall vehicle sales increased by 4.4% year-over-year to 2.07 million, including 1.54 million passenger cars (down 2.6%).
• The number of new energy vehicles (NEVs) sold - excluding those from U.S. electric vehicle maker Tesla Inc - fell for the ninth
straight month to 72,000 units, 26.5% higher than last month.
• As the epidemic control situation continues to improve in China, in addition to a series of government favorable policies, the auto
market shows obvious signs of recovery.
Sources: China Association Of Automobile Manufacturers (CAAM), China Passenger Car Association (CPCA)
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Y2018 2,809 1,718 2,656 2,319 2,288 2,274 1,889 2,103 2,394 2,380 2,548 2,661
Y2019 2,367 1,482 2,520 1,980 1,913 2,056 1,808 1,958 2,271 2,284 2,457 2,658
Y2020 1,927 310 1,430 2,070
-
500
1,000
1,500
2,000
2,500
3,000
Monthly car sales in China
68. In April financial subsidies were launched to revitalize EV sales
68
• On April 23, the Ministry of Finance issued the notice on
improving the financial subsidy policy of EV. The notice
stated 6 actions including extend the subsidy period to
2022, improving the fund clearing system, subsidy mode
and matching policies, etc.
• The notice also pointed out that these improvements are
made in order to support the high-quality development
of the NEV industry, and promotion and application of
NEV, promote the consumption of NEV.
• Multiple reasons lead to the policy adjust: The huge
impact from COVID-19, great competition pressure from
western countries’ powerful subsidy policy, requirement
from financial transaction and the need to stimulate the
prolonged downturn of economy and automotive market.
Sources: China Association of Automobile Manufacturers(CAAM)
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr
Sales 96 53 126 97 104 152 80 85 80 75 95 163 47 13 53 72
0
20
40
60
80
100
120
140
160
180
Monthly EV car sales in China
2019 H2 showed a sharp decline of EV car sales due to the phase-out of
financial subsidy.
69. BYD gained double-digit growth in oil-fueled vehicle sales, but
NEV sales continue to show a sharp decline in April
• BYD saw a 15.94% YoY decrease in Apr sales, while
boasted a month-on-month growth of 3.95% as the
market has continually take a favorable turn with the
coronavirus ebbing in China.
• The overall downturn entirely stemmed from the
45.88% plunge in April NEV sales. It was also the
tenth month in a row for the NEV sector to suffer
decrease. Oil-fueled vehicle sales in April jumped
36.06% over a year earlier to 18,814 units.
• BYD posted a 40.11% plunge compared with the
same period a year ago. The main cause of the
decrease was the flagging sales offered by the NEV
arm.
• However, the drop in the year-to-date fuel-burning
vehicle sales was shrunk to 0.58%.
69Sources: Gasgoo <http://autonews.gasgoo.com/china_news/70017125.html>
70. BMW appointed a hot star as new spokesperson to appeal to
young audiences and female drivers
70
• BMW China officially announced Jackson Yee, a
top male star aged 19, to be the new brand
spokesperson, and raised a brand keyword “悦” as
a shared nature of brand and Jackson.
• Among the enormous fans owned by Jackson,
90.67% of them aged 18-24, and 91.36% of them
are female. This cooperation can help BWM to
reach younger groups who have growing purchase
power and influence female decision-makers.
• Under the context of post-corona period, brand
also released “A Letter to 2020” to express kind
wish to the future days in 2020.
Sources: BMW brand site and official account; AIMAN data.
71. Tire brands are trying live streaming for branding and sales
activations
71
Continental held live stream on JD to
directly drive sales and educating
consumer.
Giti leverage live stream to educate consumers
about product benefits, adding lucky draw and
discount as incentives.
Sources: JD & Giti Weibo
73. Tier-3 hospitals
Tier-2 hospitals
Tier-1 hospitals
Even as healthcare institutions are recovering, patient volumes
keep on shifting towards online solutions
73
• As the COVID-19 epidemic
abates, the patient flow may
continue to shift towards
• mid-and-lower-tier hospitals
• online platforms(internet
hospitals and online
pharmacies)
• Online retail pharmacies.
• China Hierarchical
medical service system
starts to produce a marked
effect
• Online medical service
provides more opportunities
Hierarchical
medical
service system
Sources: McKinsey& Company report ‘How COVID-19 changes the game for biopharma in China’
• As the COVID-19 epidemic
abates, the patient flow may
continue to shift towards
• mid-and-lower-tier hospitals
• online platforms internet
hospitals and online
pharmacies)
• Online retail pharmacies.
• China Hierarchical
medical service system
starts to see a substaintial
effect
• Online medical service
provides more opportunities
74. Multiple digital-supply-chain opportunities have evolved during
the epidemic
74
4 types of digital-based healthcare
provider evolves in the COVID-19
outbreak
Physical hospital
develop online
platform
Internet institution reach
out to hospitals/experts
to establish platform
Online hospital Online healthcare
vendor
Online consultation
platform
Online drugstore
retail platform
17 X More visits
via NHC hospitals’
online channel
10 X online
prescription volume
Sources: Vcbeat.top & VCBeat Reaearch .com report ‘ Internet hospital policy research report’
McKinsey& Company report ‘How COVID-19 changes the game for biopharma in China’
75. 75
At the same time Traditional Chinese Medicine (TCM) interest has
increased rapidly, having shown a clear role in treating COVID-19
TCM
COVID-19 crisis breakout
Search index of TCM
The general office of the National Health
Commission appealed all relevant medical
institutions in China to adopt traditional Chinese
medicine in COVID-19 treatment, integrate TCM and
Western medicine into the treatment, and establish
a joint consultation system of TCM and Western
medicine.
As of 0:00 on February 5, four pilot provinces used
Qingfei Paidu Decoction(one of TCM) to treat 214
confirmed cases, three days as a course of
treatment, with a total effective rate of more than
90%, of which more than 60% of the patients'
symptoms and imaging performance improved
significantly, 30% of the patients' symptoms were
stable and no aggravation
Sources: http://www.nhc.gov.cn/zyjks/zcwj2/201906/a61c242fb57d42aa97388d7ca42286b3.shtml
Baidu search index
In the beginning three months of COVID-19 crisis, the search index
of TCM rose rapidly
77. Due to COVID-19 the market ad spend declined significantly
Month by month comparison
51,866
45,584
30,401
10,000
20,000
30,000
40,000
50,000
60,000
2018 Mar 2019 Mar 2020 Mar
- 33%
YTD vs YTD comparison
156,175
135,416
97,814
50,000
80,000
110,000
140,000
170,000
200,000
YTD 2018 YTD 2019 YTD 2020
- 28%
Source: ADP (TV, Radio, Newspaper, Magazine, Cinema), CODC (OOH), Iresearch (Digital – PC & Mobile) 2018-2020
Note: excluding media spending on social and search; discounts are estimated based on Havas methodology 77
• In Mar 2020, the total actual* Ad market in China achieved RMB 30 billion; compared with last Mar, the total category spending decreased
by 33%. Comparing to Mar 2018, investment also decreased.
• YTD Mar 2020, the total actual* Ad market in China achieved RMB 97 billion; compared with same period last year, the total category
spending decreased by 28%.
• The main reasons behind decrease are COVID-19 outbreak and economic environment.
78. YTD TV, outdoor and Digital spending are led by pharma and
education companies
Source: ADP (TV, Radio, Newspaper, Magazine, Cinema), CODC (OOH), Iresearch (Digital – PC & Mobile) 2018-2020
Note: excluding media spending on social and search; discounts are estimated based on Havas methodology 78
• YTD Mar 2020 top one spender in TV is EPANGGONG PHARMACEUTICAL, top one spender in Outdoor is YUANLI EDUCATION, top one
spender in Digital is P&G CHINA.
• The top 10 spenders in TV , Outdoor and Digital are mostly from FMCG, pharmaceuticals and food industries.
0 500 1,000
FIRMUS DAIRY
MARS
YILI
MENGNIU
P&G CHINA
JUNLEBAO
XIFENG MEDICINE
GUANGZHOU
PHARMACEUTICAL
KANGCHAO DRUG
EPANGGONG
PHARMACEUTICAL
Top Spender in TV
Million RMB
0 500 1,000
7LK
LUCKIN COFFEE
BUBUGAO
MILKGROUND
HUAPIN BORUI NETWORK
JUNLEBAO
CONBA
CESTBON
XIBEI RESTAURANT
YUANLI EDUCATION
Top Spender in Outdoor
Million RMB
0 500 1,000
MARS
EVERGRANDE
SAIC GM
XUNMENG
LOREAL
KUAISHOU
UNILEVER
BAYER
JD GROUP
P&G CHINA
Top Spender in Digital
Million RMB
79. Market spend trend varies strongly by category, most categories
report a sharp decrease
-14.4% -15.3%
-36.9%
-11.1%
-3.3%
-8.2%
2.4%
-47.6%
32.8%
-35.8%
12.7%
-1.7%
-11.4% -9.8%
-28.2%
-60.0%
-50.0%
-40.0%
-30.0%
-20.0%
-10.0%
0.0%
10.0%
20.0%
30.0%
40.0%
Source: ADP (TV, Radio, Newspaper, Magazine, Cinema), CODC (OOH), Iresearch (Digital – PC & Mobile) 2018-2020
Note: excluding media spending on social and search; discounts are estimated based on Havas methodology 79
• Compared with same period (Jan.- Mar.) last year, “Personal Items”, “Consumer Electronics” and “IT Product & Service” experienced 2-
digital growth rate in media investment while most other categories cut their spending, such as “Leisure”, “Household”, “Clothing” and
“Transportation, Logistics & Auto”.
80. iQIYI launched new OTT format spotlight with 3D effect
80
In March iQIYI launched spotlight ads as an innovative ad format that allows users to have a naked-eye effect for 3D
while watching. An exclusive page with an innovative floating layer makes the brand get the full display.
Currently, spotlight ads can support only 15 seconds of spots. What is worthy of mentioning is that spotlight ad are
visible to VIP subscribers.
Sources: iQIYI
81. ByteDance launched store format with innovative promotion types
81
ByteDance store:
User Interface on Douyin
• Encourage KOLs to
promote products via
commission
• Content + fans marketing:
seeding & conversion
• Using oCPM method
• News feeds
• User-centered tool
• Merchants can use own ByteDance
account to promote (Douyin, Volcano,
Toutiao, Xigua)
• Branding via owned content: video +
live stream
• Attract brand fans through owned
content
Programmatic
platform — Luban
Owned content promotionKOL promotion
Purchase
button
Video Adding to
shopping cart
Three promotion models
• Brands should go with a holistic approach within the ByteDance ecosystem to maximize traffic (e.g. Toutiao, Douyin, Huoshan and Xigua).
• The purchase link in the video can shorten the CDJ and build direct link between video content and sales.
• User experience will be key and high quality content will drive sales.
• Clothes, makeup, food, beverage and FMCG will earn increasing popularity are predicted to be the key categories.
Sources: ByteDance
83. 83
1. Adapt your road map to recoup business on the latest positive
consumer and competitive uplifts
a) Many categories show positive developments over the last couple of weeks. This also
attracts competition, with more intensity and unexpected tactics. Also more international
brands focus on recouping business and shifting investing to China.
b) Retail footfall has slowly grown back to around 80% in many categories, which means you
still need to uplift with EC and online sales activations. However it has become more difficult
as many brands have followed this path, more differentiation is needed.
84. 84
2. Continue to focus on products and
messages that enable to enjoy daily life
a) Consumers still are concerned about global developments,
economic crises, 2nd waves.
b) Small scale enjoyment in daily life still see highest spend:
indulgence food & beverage, OOH activities, domestic
travel, home decoration, sports and accessible priced
apparel.
c) Solutions for barriers of longer term concern, like financial
insecurity, education and health shown effective.
d) Still keep away from relating your message to the
epidemic in any way, as this is not appreciated.
85. 85
3. Create more consistency in activations to drive synergy and
brand pull effect
a) When increasing the number of activations and tactical campaigns including live streaming,
EC and social commerce activities, consistency is key. It creates efficiency which is important
as cost of acquisition in China keep on increasing, even after this virus period.
b) Also it is important to create brand consistency, relating to your overarching brand message.
You can not base your long term recoup on activations only. Sales support by a full program
of tactical campaigns without brand pull effect is inefficient over time. You need to maintain
additional brand pull effect for a long post period to come.
86. 86
4. More opportunities than before to resonate on collective
benefits
a) Support of local economy, domestic production and communities get more sympathy.
b) We see that national pride resonance in your messaging continues being appreciated,
especially by younger audiences.
87. 87
5. Get your media strategy ready for the post-outbreak
period soon to come
a) Keep using new digital formats (like short video, live streaming, social commerce) and new
platforms that have risen during the outbreak, they have been proven more meaningful media
b) Try the new formats of booming digital media. Forerunners presence pays off.
c) For outdoor, smaller formats in commuting routes, residential areas, and elevator areas,
especially in CBDs keep on being effected, but inventories are low as more brands discovered
these formats being effective. Soon Cinema will reopen and inventory becomes available.
d) Ensure locking in premium media resources. Give your media agency some bandwidth and
leeway beyond standard formats and requirements to reserve and book premium resources on
your behalf, as speed to market delivers impact.
e) IP cooperation development is in full swing. Evaluate on a regular basis with your client service-
and media planning team the new formats in the pipelines.
Additional notes:
It is estimated that TV, online video, short video, news app’s usage and stickiness will greatly increase. So far, the Chinese national and top media have opened “Fight Against Coronavirus” column to rolling
update the real-time epidemic status from Jan 20,2020. Which almost fully catch the Chinese audience’s attention.
88. MOBILE
DATA STRATEGY
VIDEO & AUDIO
NATIONAL/LOCAL
PUBLISHING
NATIONAL/LOCAL
OUTDOOR
SPONSORSHIPS
SPORTS
MARKETING
BRANDED
CONTENT
EXPERIENTIAL
MARKETING
SOCIAL MEDIA
CREATIVE
STRATEGY
CRM
SEARCH
INNOVATION
GEO-LOCATION
PERFORMANCE
MEDIA
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Recouping business and
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Within Havas Village we
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88
E-COMMERCE
89. SHANGHAI
11/F Novel Building
887 Huaihai Zhong Road
Shanghai 200020
+86 21 3397 8666
GUANGZHOU
Room 07, 16/F CTF Finance Centre,
No 6 Zhujiang Road East, Tianhe District
Guangzhou 510130
+86 20 3877 3282
BEIJING
1006, 10th Floor, China Youth Plaza,
19 Dongsanhuan North Road,
Chaoyang District,
Beijing 100020
+86 10 5923 2791