Chapter 580 (2/2)
At present, Ali is certainly larger than Taobao in terms of company and business scale, at least with a valuation of hundreds of millions of dollars. However, compared with Makino technology, it is still a lower echelon. However, Liu Qiangdong has studied the capital behind Ali bar, most of which are overseas VC investment banks, such as Goldman Sachs, Softbank, Huiya capital, etc Very optimistic, and naturally very supportive of boss Ma, so as long as boss Ma is willing to finance, he must not be short of cash. At present, the express company is not worth a few money. Boss Ma is a very clever way to receive the express company to layout the end industry of e-commerce first.
Since boss Ma is behind everything, Liu Qidong also understands that it's unnecessary and meaningless to talk with Chen Ping now. This matter can't be decided by Chen Ping or himself. Boss Ma is not good at coming. It's a matter of breaking with Li Mu.
Liu Qidong and Chen Ping politely said a few words, then they took an excuse to leave. When they left, Chen Ping did not forget to remind him: ”if there is a demand for M & A, Liu can directly communicate with President Ma. If there is no contact information of President Ma, you can ask me for it.”
Chen Ping's attitude of being superior and mastering everything makes Liu Kaidong dissatisfied, but his professional quality still makes him nod politely, saying: ”if you need to contact with President Chen, you must contact with him.”With that, walk away.
Once out of the gate of the house, Liu Qidong immediately called Li Mu and reported the situation to Li Mu.
Things are not good, and they are very bad. Just now Liu Kaidong just pretended to be calm, but he was a little flustered for a long time. Boss Ma seized the few express delivery resources now. If he took them to threaten Taobao, then Taobao's future development would immediately encounter a bottleneck. What he was worried about most was not being stuck in the neck by boss Ma, if the other party just surrounded him Taobao can find a way to break through the blockade rather than attack. He is afraid that boss Ma will not only block the blockade, but also launch a positive attack. If he uses the end resources to do the same C2C e-commerce platform as Taobao, Taobao will be in trouble!
Boss Ma has a natural advantage in C2C. His Alibaba bar network has been running for many years. There are a large number of small and medium-sized enterprises on it. After doing B2B for so many years, boss Ma has abundant enterprise resources in his hands. It can be said that he has a large number of upstream resources of e-commerce, while express logistics belongs to downstream resources of e-commerce. Now he has also got them If the blackmail fails, he is likely to make use of upstream and downstream resources to do his own e-commerce. He has both upstream and downstream. It is natural for him to be a midstream industry. Taobao now has both upstream and midstream, but if the downstream is not available, disastrous consequences will occur.
Li Mu was stunned when he heard the news on the phone. He didn't even think that boss Ma was so decisive. He wanted to press him to meet him again for a while. He didn't expect to press the meeting time but his restless heart. In such a short time, he had mastered the downstream resources that could threaten him.
I always think it's too early to build my own logistics system, and it's too expensive. He has experienced the golden ten years of development of express industry. To be honest, at the beginning, I asked him to buy the homestead express company. He may not be able to see it. He wanted to be a Shunfeng company of his own, or even a FedEx of his own, so he temporarily delayed the construction of logistics in Malaysia Rhythm, think of next year to start, did not expect such a hesitation, immediately by the horse boss caught the weakness.
Li Mu is upset. He has the same worry as Liu Qidong. He knows that boss Ma is obsessed with retail e-commerce. He worries that boss Ma will hold his neck and threaten him to make huge concessions. He also worries that boss Ma will just slap his thigh and do it himself. E-commerce and portal websites are not the same, and traffic is not the most important part, so even if they are completely sealed Mr. Ma's e-commerce platform, he can still find other ways to break through, and he has upstream and downstream resources. If he does, he will not start much slower than himself.
Express delivery, the end link of e-commerce, seems to be relatively low-end, but its importance is very high. If Taobao can't find a way to break through, it can only be digested by post, it will certainly bring huge harm to the user experience. If the same purchase behavior occurs on Taobao, it will take a week's logistics cycle, which only happens on boss Ma's platform It will take three days. It won't take long for Taobao users to run almost. Even if they still have YY, it won't work. Otherwise, why can't Tengxun do e-commerce in his last life? QQ is not omnipotent, so is YY.
Li Mu asked Liu Qidong to come back and talk again. After hanging up the phone, he immediately began to think about the current situation. Homestead express, Shentong and Yuantong are almost the only private express companies that can take action at present. In addition to the three of them, there is only one Shunfeng. Li Mu searched the Internet for the relevant news of Shunfeng and found that the current Shunfeng is almost not well-known However, it has already gained a considerable reputation and market share in the Pearl River Delta and Hong Kong and Macao regions. Now, Shunfeng is best at short-distance express delivery, and the medium and long-distance express business has not really started.
However, Li Mu of Shunfeng basically doesn't think about it. On the one hand, the current national layout of Shunfeng hasn't been started yet. Wang Wei should still be actively engaged in the struggle of income right. Seeking cooperation with Shunfeng is far from enough to satisfy his thirst. On the other hand, Wang Wei is also a top-notch man in the business world. Now, even if he gets income from Shunfeng, he may not agree with him. It must be a long time to wrangle with cattle War, with the development speed of Taobao at present, logistics may not be able to breathe for half a year.
If from the long-term perspective of e-commerce, logistics companies are doomed to blossom, and Ma's blockade will not last for a long time, but it will take time for both Li Mu and private capital to prepare logistics, for fear that Taobao will not be able to wait for the blooming of logistics industry, and Ma's own e-commerce website will hang the fruits of the e-commerce field on his own On the top of the branch.
At present, fortunately, there is also postal service, a big state-owned capital brother, which can be relied on. Boss Ma is more aggressive, and the capital relationship is stronger. It is impossible to collect postal service. At present, we can only develop postal resources as much as possible, and then immediately start to find solutions.
In fact, Li Mu already has an answer in his mind. In this case, there is only one real solution: to be his own logistics, and to be the most powerful logistics in China!
(to be continued. )