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From Teacher to Livestreamer: Ecommerce Move is Game Changer for China’s New Oriental Education

New Oriental is going from classroom to e-commerce. Online shopping has never been more educational.

Manya Koetse

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After laying off 60,000 staff last year, Chinese private education company New Oriental is now offering unexpected new employment opportunities for teachers in the livestream market. Changing e-commerce channels into virtual classrooms, New Oriental has hit the sweet spot with Chinese netizens.

Last year, an unprecedented crackdown on China’s private education sector left many teachers unemployed and worried about their future.

China’s so-called ‘double reduction’ (双减) policy was announced in August of 2021 and targeted “excessive homework” and off-campus tutoring for students in the mandatory nine-year education system. The new regulations imposed strict sanctions on existing private education institutions, forcing them to register as non-profit organizations. Foreign investment in the private tutoring sector was also banned.

One of the companies that was hit particularly hard by this policy is New Oriental (新东方), the largest provider of private educational services in China. Following the crackdown, the company suffered huge losses and dismissed 60,000 employees.

Facing the new regulations, including the ban on for-profit tutoring in subjects on the school curriculum, New Oriental tried to keep its head above water by exploring new markets and ideas within the private education sector. For example, the company launched a special program to train parents on how to tutor their K-12 children themselves. New Oriental called it their “excellent parenting” (优质父母) training class.

Now, nearly a year later, another initiative by New Oriental has become an online hit. Inspired by the success of livestream e-commerce in China, the tutoring company started its own livestream channels. Although New Oriental already introduced its e-commerce business in late 2021, with founder Yu Minhong (俞敏洪) sometimes hosting the sessions himself, it had not been as much of an online success until it recently introduced bilingual livestream e-commerce sessions.

Now, tutors-turned-sellers are teaching viewers English – or sometimes other subjects – while selling (agricultural) products via the Douyin app. Whether they are selling fruit, rice, or even shrimp, New Oriental’s livestream hosts are grabbing every opportunity to teach their viewers a new word or concept, often using a whiteboard to introduce new vocabulary.

Whatever they’re selling, New Oriental’s livestream hosts make sure it’s educational.

One reason for New Oriental becoming a viral hit is because of Dong Yuhui (董宇辉), who is one of the experienced teachers now selling products online. Dong’s bilingual livestreams are particularly successful among viewers because of his enthusiasm, fluency in English, witty jokes, personal stories, and talent for singing.

Teacher Dong recently had a breakthrough moment with his June 10th livestream, during which he sold bags of rice using English. He has since attracted over nine million viewers. While thanking all viewers for their support in a recent Weibo post, Dong described himself as a “ordinary peasant boy.”

Dong Yuhui (董宇辉) is one of the livestreamers that have turned New Oriental’s e-commerce into a viral hit.

Besides Dong, there are also other popular hosts. English teachers Ming Ming, Yoyo, and Dun Dun are all loved by viewers for their charm and wit.

Although various kinds of social e-commerce categories are particularly popular in China, this new phenomenon of combining education + e-commerce + livestream is appreciated by many netizens who like to learn something while being entertained and perhaps also buying something. “I don’t know whether to place an order or to make notes,” has become a popular comment. Another commenter said: “As a kid I took your class, and now I buy your goods.”

Others say that they like the calm way in which the livestreams are presented, posing a stark contrast to other livestreams where the hosts are hyping up products and urging people to buy fast and buy more.

On June 15th, news came out that New Oriental’s stocks had surged by more than 25% following its livestreaming success.

Although some Weibo users predict that this is just a temporary trend, others think that the educational livestream model is here to stay: “New Oriental really started a new business venture, and I’m learning a lot through their livestream sessions.”

By Manya Koetse
With contributions by Miranda Barnes

Image via Weibo

Read related article: China’s Crackdown on Tutoring Schools: Concerned Parents and Teachers on Weibo

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Manya is the founder and editor-in-chief of What's on Weibo, offering independent analysis of social trends, online media, and digital culture in China for over a decade. Subscribe to gain access to content, including the Weibo Watch newsletter, which provides deeper insights into the China trends that matter. More about Manya at manyakoetse.com or follow on X.

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China Brands, Marketing & Consumers

Wahaha and Jinmailang: the Bottled Water OEM Controversy

Manya Koetse

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🔥 Quick Take: Trending in China – Week 20
This is a brief update from our curated roundup of what’s trending in China this week. A version of this story also appears in the Weibo Watch newsletter. Subscribe to stay in the loop.


What’s in your water? Would a water by any other name taste as good? That’s the main gist of the topic that’s been trending these days after Chinese consumers found out the Wahaha water they purchased was actually produced by Jinmailang, calling it an ‘OEM controversy’ (OEM stands for Original Equipment Manufacturer).

Wahaha Group (娃哈哈集团) is one of the largest food and beverage producers in China. The brand is a beloved one—last year in March, when its founder and chairman Zong Qinghou (宗庆后) passed away, people collectively began buying Wahaha water to show sympathy for the brand and for Zong, who was seen as a patriotic and humble businessman.

Big bottle of Wahaha (meaning “laughing child”) water.

In fact, that movement to pay tribute to Wahaha got a bit out of hand and turned into a grassroots campaign to boycott another water brand: Nongfu Spring, a competitor whose founder, Chinese entrepreneur Zhong Shanshan (钟睒睒), was not considered as patriotic (read more here).

Now, a different kind of ‘controversy’ is unfolding around China’s famous bottled water brand, directly related to last year’s sales boom. Chinese netizens have posted videos and images claiming that the Wahaha purified water they bought was actually produced by Jinmailang (今麦郎)—as stated on the label.

Wahaha water, produced by Jinmailang (今麦郎).

Jinmailang is an entirely separate food enterprise group—mostly known for its noodles—based in Xingtai, Hebei, since 1994. Both Wahaha and Jinmailang produce purified water (纯净水).

The fact that Jinmailang was mentioned on Wahaha’s labels as the producer raised questions: why bother buying Wahaha at all? Consumers might as well buy Jinmailang directly instead of these relabeled bottles? Wahaha is generally more expensive than Jinmailang’s own Blue Label water.

Wahaha’s customer service soon responded, confirming that they had indeed outsourced some of their production to Jinmailang. However, that partnership was terminated in April of this year after certain batches of purified water products failed to pass factory sampling tests (#娃哈哈称已终止和今麦郎代工合作#).

Customer service staff also stated that as long as Wahaha products are purchased through official channels, they comply with Wahaha’s quality standards and are safe to drink.

On May 16, Xinhua News published an interview with Fan Xianguo (范现国), the chairman of Jinmailang, about serving as an OEM for Wahaha. Without mentioning the termination of the partnership, Fan stated that last year, Wahaha’s bottled water sales suddenly soared, and that they began searching for companies that could support them during these peak times while adhering to their strict quality requirements – otherwise they would not be able to meet market demand.

Producing 1.2 billion bottles of water for Wahaha. Jinmailang’s xinua interview.

Jinmailang stepped in around June 2024, promising to support Wahaha’s production. During the peak season, they even prioritized Wahaha’s orders over their own. Over the course of a year, they produced 1.2 billion bottles of water for the company. Speaking about their own brand, Fan stated that they keep their prices as low as possible by minimizing their profits. One bottle of water only gives them 0.02 RMB ($0,0028) profit.

The interview seemed to cause a shift in online sentiments. Many netizens now praised Jinmailang for its response and for stepping in, viewing the cooperation as an example of domestic brands supporting one another.

Some suggested that Wahaha had betrayed Jinmailang by emphasizing the termination of their contract rather than acknowledging how the company had stepped in to help during a time of need.

At the same time, others applauded how Jinmailang turned the situation to its advantage by using it as an opportunity to promote its own brand.

“I’m switching to Jinmailang from now on, it’s way more cost-effective!” one comment read.

Especially since last year’s “water wars”, it’s clear that consumers’ choice of water is about more than quenching thirst alone — it’s also about which brand’s story resonates with them. As the peak season for bottled water is approaching, the OEM controversy comes at an especially unfortunate time for Wahaha. It’s Jinmailang that now seems to be having the last laugh in this OEM controversy.

 
By Manya Koetse

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China Brands, Marketing & Consumers

‘Lai Dou Lai Le’: IShowSpeed Debuts in Chinese Online Commercial

Manya Koetse

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🔥 A version of this story also appeared in the Weibo Watch newsletter. Subscribe to stay in the loop.

The China tour of American Youtube star IShowSpeed (Darren Watkins Jr.) is still echoing on Chinese social media—the hype hasn’t quieted down just yet, especially now that the popular livestreamer launched his very first Chinese commercial recently, just before the May Day holiday.

It’s an online commercial for China’s dairy giant Yili, and—in line with IShowSpeed’s high-energy livestream—it is entertainingly chaotic. Watkins himself posted the video on his Weibo account on April 30.

In China, Watkins is known as 甲亢哥 (Jiǎ Kàng Gē), which literally means “Hyperthyroidism Brother.” Hyperthyroidism is a condition where the thyroid is overactive, leading to symptoms like restlessness, a rapid heartbeat, and high energy levels. Due to Watkins’ fast-paced livestreams and his reputation for running, screaming, and jumping around, the nickname is a tongue-in-cheek reference that fits him well.

The commercial also suits him, as it is a bit of a rollercoaster. It begins like a typical celebrity endorsement, with Watkins promoting a dairy drink, but quickly shifts into a quirky narrative. In it, Watkins appears god-like, watching over people from a mountaintop and encouraging them to try new things. The ad then morphs into a music video before ending with some inspirational words from the YouTuber himself. Watch the commercial here.

The slogan used in the commercial is “lái dōu lái le” (来都来了), along with the English tagline “Enjoy milk, enjoy holiday.”

Lái dōu lái le” (来都来了) is a simple phrase that basically means “You’re already here,” and implies a light-hearted “Why not?” to encourage people to go on and do something (since you’ve come this far), or try something new.

Dao Insights’ Yimin Wang explained it as having a positive and daring tone to try new things that you’d otherwise “wouldn’t, couldn’t, or even shouldn’t,” much like “YOLO” from the early 2010s (link).

On Xiaohongshu, typical responses to the commercial describe it as “creative” and “cute.” More notably, many users see it as proof of how successful Watkins’ tour in China has been. “He’s like a native celebrity in China now,” one commenter remarked.

 
By Manya Koetse

(follow on X, LinkedIn, or Instagram)

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