Tech Buzz China Insider

Tech Buzz China Insider

Tencent’s e-Commerce Revival. Part 3: Challenges & Outlook

WeChat e-commerce faces many challenges. What are the expectations?

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Tech Buzz China
Sep 18, 2025
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Contents

  • Things that caught our attention

  • Introduction

  • Challenges for WeChat e-commerce

  • Consumers

    • Customer acquisition & retention

    • Consumer Habits

    • Consumer profile

  • UX & Visibility

  • Merchants & brands

    • ROI & Effectiveness

    • Lack of profile data

    • Products

  • Content

  • Culture & Organisation

    • WeChat’s strength is also its weakness

    • Staffing

  • Outlook

    • Leveraging WeChat Channels

    • Improving traffic to WeChat Stores

    • Targets

    • New marketing strategies

    • Merchant migration

    • AI & Deepseek integration

    • And what does the competition think?

  • Key Takeaways

  • Sources

Things that caught our attention

A collection of posts by Ed Sander and Rui Ma on Substack Notes, Twitter and LinkedIn.

  • A hippo and a little elephant will battle over instant retail

  • Rui Ma’s take on a potential TikTok divestment

  • Alibaba opens another attack on Meituan with Amap and AI

  • Another JD.com acquisition in the making (or maybe not)

  • Huawei’s unveiling of its Ascend AI chip roadmap

Introduction

In June, we took a deep dive into WeChat’s new gifting function, an example of how Tencent sees e-commerce evolving in the ecosystem of its popular chat app. Last week, we took a closer look at the parts of WeChat’s ecosystem that facilitate the e-commerce that Tencent wants to revive to monetise the app further. Mini programs, WeChat Channels videos, public accounts, and search are all connected to WeChat Stores, where transactions will take place.

In this third and final part of this series, we will look at the various challenges Tencent faces in growing the GMV of e-commerce in WeChat. We also share the outlook and expectations for its initiatives.

As a continuation of the previous part in this series and because it requires the background knowledge shared last week, this article is only available to paid members.

Become a paying subscriber to unlock the full report and support our in-depth research into key China tech trends.

Ed Sander, Tech Research Analyst

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