A2 Milk and Australian vitamin maker Blackmores are often lumped in together because the unofficial "daigou" trade channels are are a big part of their businesses.
But while A2 milk's share price has being going ballistic, Blackmores' has been heading south - with daigou at the centre of it all.
The ASX-listed company this week posted a slump in third-quarter profit, partly due to a new China e-commerce law which came into force during the quarter.
The new rules mean that some goods sent to China through e-commerce channels need to adhere to higher product safety standards and a stricter tax regime.
Blackmores said the move resulted in lower sales to Chinese consumers through Australian retailers or personal shoppers in Australia who sent goods back to China.