Chapter 1679 (1/2)
On November 26, the company formally signed an acquisition agreement with ALI.
Taobao, tmall, rookie logistics, Xingchen jibian And other related businesses, have been in the ranks of the sale.
The two sides held a press conference in Lin'an.
Li Dong and Ma Yun did not attend.
Cai Chongxin, who represented Ali group at the press conference, did not refute the theory of Ali's decline in some media.
Online shopping related business was sold, Ali's strength is indeed weak a lot.
Although it has received 4.5 billion US dollars and more than 30 billion yuan of capital flow, it still makes the outside world begin to doubt Ali's strength.
However, at the press conference, Cai Chongxin simply said a few words about Ali's future direction.
Change from customer-oriented to customer-oriented.
The so-called class C customers generally refer to individual users, while class B users are enterprise users.
In fact, the root of Alibaba's start-up is these B-class users. Only in the first two years, Alipay has developed rapidly. Alibaba has invested more in digging out treasure, focusing more on class C customers.
Now, the treasure is sold and Ali should return to the root.
At the moment, Alibaba software has tens of millions of small and medium-sized enterprise users in the world, providing online software services for these enterprises.
In addition, Alibaba acquired Wannet, which mainly provides complete application services for enterprise users.
Finally, Cai Chongxin announced that the business focus of Alibaba's B2B website will focus on the top of the retail supply chain.
In other words, after selling the treasure, Ali no longer does personal business, and its core is to control the core retail supply chain.
It does not mean that Ali has given up the retail business.
As a matter of fact, Ali is an out and out online retail group. When the treasure was taken out, Ali Zhi was trying to create a one-stop retail service. In fact, it was not different from Jingdong's ten section sugarcane theory.
Whether it's Ali, Jingdong or far away, the main purpose is to eat more sugarcane and master more retail service links.
Now, the treasure is sold, Ali gave up the vertical sales channel, but put the core on the core supply chain channel.
For retail enterprises, supply chain is the top priority.
After all, there are a few big producers and brand names.
Retail groups have more contacts with small and medium-sized enterprise suppliers. Whether offline or online, brand products are only a few.
The public use more and buy more products from small and medium-sized enterprises.
Ali now provides Internet services for small and medium-sized enterprises, focusing on investment in B2B platform, with the purpose of mastering the core of these small and medium-sized enterprises.
Focus tens of millions of small and medium-sized enterprises in Ali and control the major retail groups from the source.
Once these businesses of Ali become bigger, they will be able to check and balance these remote platforms.
Of course, as the largest online shopping platform in China at present, even if Ali controls the supply chain, the effect of remote checks and balances is limited.
According to Ma Yun's previous expectation, if Taobao and tmall can become bigger and control the core supply chain, then Ali will be invincible.
Unfortunately, Li Dong didn't give him this opportunity and time.
When Ma Yun just had this idea, he quickly defeated the idea of taking out treasure, so that Ma Yun had to give up the idea.
……
On the highway from Lin'an to Pingchuan.
Li Dong sighed, ”actually, before, I always felt that the business of digging out treasure and Alipay was the root of Ali's strength.
Until these years, looking at Ma Yun a little bit of layout, I found that this is my illusion.
Fortunately, we defeated the treasure digging one step ahead of time, otherwise, we would be in great trouble in the future.
Since 1999, Ali has been courting small and medium-sized enterprises. Now, for ten years, the interests of many small and medium-sized enterprises in Huaxia have been bound with ALI.
In the silent place to listen to thunder, Ali is silent, in fact, has penetrated into all aspects of retail.
Once we delay it further, we will be under the control of Alibaba if we make Taobao and tmall grow bigger, and the terminal supply chain is controlled by Ali. ”
In a previous life, Ma Yun said that Ali was trying to cultivate more Jingdong, but Li Dong scoffed.
In fact, many people think that old ma is bragging.
In this life, Ma Yun actually said this, but the object changed to a distant place.
if Lee Dong didn't look too thorough before, he was attracted by Alipay and Alipay. Ali was sold. Ali focused on developing Ali software, Wan Wan and B2B.
These big businesses are to better control small and medium-sized enterprises in Ali's hands.
An enterprise that uses Alibaba's software, website construction, domain name provision and online trading channels are all owned by Alibaba. Even if it thinks it can't bird Ali, it has been controlled by Alibaba.
Of course, Ali at the moment has not reached this point, but as time goes on, it will be sooner or later.When an enterprise becomes dependent on Ali, it actually means that it cannot leave the other party. It has been imperceptibly transformed into an affiliated enterprise of Ali.
After controlling the source of the supply chain, how can Jingdong compete with Alibaba?
Even in the field of vertical sales platform, the performance is not worse than that of Ali, but there is a big gap.
In later generations, the market value of Ali is ten times that of JD. Com. From the perspective of sales platform, JD is no worse than Taobao and tmall.
And Jingdong has its own logistics and warehousing system, which is stronger than taking out treasure.
Ali's market value is ten times that of the other party. Where does the gap come from?
Alipay business is not counted, Ali listed, ant finance is still independent, not incorporated into Ali system.
If the market value of Jingdong is equal to that of Diao Bao and tmall, the remaining 9 gaps of JD lie in the businesses Ali is now engaged in.
Of course, we also need to add the cloud computing business that will become bigger in the later stage.
Therefore, Ma Yun's talk about cultivating more e-commerce platforms is not bragging.
Hearing Li Dong say so, Tan Haiying, sitting beside him, can't help saying, ”Mr. Li, in fact, we can do it...”
Li Dong waved his hand and said with a smile, ”we can't chew more than we can chew. Besides, we don't have time and energy to do it.
Moreover, we are different from other platforms.
Ali wants to control the source of the supply chain, which has a great impact on other platforms, but not on us.
He is to separate out B2B to do, and the distance has actually integrated B2B business into the current online shopping platform.
What's more, what we do is to integrate offline and online systems. What Ali is doing now is just a single online supply chain control, which has little impact on us.
They're going to do it because there's no other way.
And we, our own road is not finished, now we have to take another road, not too much significance.
Let the old horse do it. He has experience and energy.
Ali has been preparing for this since 1999. We can't compare it.
But it doesn't matter. First fatten him up, let's cut the meat a little bit.
As the largest farmer in the retail field in China, Ali is only a big pig we raise.
When you want to cut meat, cut some.
Of course, I'm talking about me. Whether you have the ability to cut meat later depends on your ability.
If Ali grows up, Ali will become another big farmer.
We are strong in the front-end, the other side is strong in the terminal, which is not easy to say.
At that time, he may covet the front-end platform, and we will try to develop the terminal market at that time.