Chapter 581 (1/2)
After Liu Qidong came back, Li Mu immediately led him into the office to discuss and analyze nervously.
For today's encounter, Liu Qidong is very angry. Today, in the end, he was calculated by boss ma. He calculated that Taobao would find a breakthrough in the logistics link, so he had already laid down this chess piece and waited for himself.
However, when he got angry, he did not cover his professional quality. As soon as he came back, he discussed with Li Mu and talked about his analysis of the current situation with Li Mu systematically.
Liu Qidong is very accurate about the current situation. Like Li Mu, he is worried not that Ali uses logistics to hold Taobao's neck, but that Ali uses logistics to hold Taobao's development speed, and then develops C2C e-commerce by himself. It is like that he is punctured by his opponent on the racing track. Although the comprehensive strength and technical indicators of the other side's racing car are far inferior to you, he is worried that Ali uses logistics to hold Taobao's neck When you change the tire, he will be ahead of you.
The two exchanged views and found that their views were similar. ”This is my fault, I didn't pay attention to Ali's actions,” Liu said
Li Mu nodded: ”if you say that you are irresponsible, you must have some responsibility. The consideration is not comprehensive enough, and you do not pay attention to the trend of the end industry. Not only you, but also I am responsible. If I agree with your idea of self built logistics earlier, maybe we are the first to receive the urgent delivery and Shentong and Yuantong, not Ali, but now we can only remind us later, We can't solve the problem at present, so we have to think about how to get through it and solve it once and for all. ”
Liu Qidong asked Li Mu, ”do you think it is feasible to harvest Shunfeng now? The network of Shunfeng in the developed areas in the South has been relatively complete. If we take over Shunfeng and purchase several fleets from the north to do bulk logistics transportation, the combination of software and hardware of both sides should be able to solve some problems. ”
”It's impossible that Ali didn't think of Shunfeng, but they didn't take it down. I think it's the reason why Shunfeng didn't buy it,” Li Mu said
”Is it?” Liu asked, and then thought about it for himself, saying, ”I've got a general idea about Shunfeng. Wang Wei, the boss, is a very thoughtful person. Before Shunfeng, most of the outlets were franchised. Now he's busy collecting them. He wants to do all the direct sales. He's probably a very ambitious person.”
Li Mu nodded: ”ambitious people are not willing to be acquired.”
”What about M & A?” Liu asked
With a smile, Li Mu refused to comment on Liu's question. He just smiled and said, ”don't forget, I'm also an ambitious man.”
Liu Kaidong understood immediately.
Li Mu is also an ambitious man. He must be quite exclusive to let him sacrifice his equity to acquire other companies. For Li Mu, the problem that can be solved with money should be solved with as few shares as possible. Otherwise, his Muye technology will not delay making the third round of financing or making the listing plan.
At this time, Li Mu said: ”in fact, if you think about it, even if we are going to merge with SF now, what can we do with the current valuation of Taobao? We just set up a few months ago, although the situation is good, but the profit model is not clear, the capital market will not give us too high valuation, SF is now competing for power internally, Wang Wei will see that it will soon succeed, once he achieves his goal, the valuation of SF should not be lower than that of zhaijishou, we will take Taobao's shares to merge him, he will be happy? ”
Liu Qidong nodded slightly. Taobao's valuation is not much. It's impossible to start with Taobao, and it's possible to start with Muye technology. But Li Mu would not like to. Muye technology is now quite a rocket full of fuel. Li Mu's life is pressing him not to let it ignite and take off. He asked Li Mu to merge with Muye technology Definitely not.
Li Mu understands Wang Wei's situation. At this time, he is very unlikely to accept him. Wang Wei also has an e-commerce gene in his bones. He refused to meet boss Ma several times. One of the reasons is that he has long been firm in his idea of doing e-commerce, so he is not prepared to cooperate with ALI at any level. However, when Shunfeng started to do e-commerce, the e-commerce industry was already very strong When he is mature, Wang Wei fails to stand out in the chaotic and giant e-commerce field. However, if he can activate his e-commerce gene now, he may be a God in advance.
What's more, since boss Ma hasn't been able to accept Shunfeng, what is he going to do? He won't not make money if he has money, so he can't block taobao.com in collusion with boss ma. In that way, he won't get any benefits, so he should not participate in the war between himself and boss ma. Instead, he should take advantage of the profits. No matter who fights with whom or who wins, he always needs to deliver goods. Don't interfere with Shunfeng. Just get rich in a dull voice.
Li Mu speaks his mind, and Liu Qidong agrees.
Then, Li Mu took out a cigarette and gave it to Liu Qidong. He lit one himself and said, ”I think the first thing we need to think about now is not whether we want to buy Shunfeng or how to do our logistics, but how much time we have.”
With that, Li Mu stood up and went to the whiteboard, pointing to the simple sketch map of six big cities that he had drawn before, and said: ”you see, we just solved the problem of mango me centralized delivery with the method of decentralized delivery. In the future, we can use this model in cooperation with all brand manufacturers to let them distribute the inventory to us, and we will undertake the delivery for them. This part should It should not be difficult. If six cities are not enough, then we will spread to all the provincial capitals, and we can always solve this part of the problem.At present, I am most worried about the small and medium-sized sellers of Taobao. They are all over the country, and they are low-cost or zero cost operation. We can't let them hand over the goods to us in advance for decentralized delivery, because then they have to operate with heavy assets, which goes against the original intention of Taobao. So their sales need to be found offline Cooperate with express companies.
If small and medium-sized sellers can only choose postal service, with the rapid growth of this part of demand, the EMS transportation capacity of postal service will gradually saturate, the transportation efficiency will be low, the whole transaction cycle and capital turnover efficiency will be greatly extended by express delivery. If Ali does the same thing at this time, the logistics efficiency of Ali sellers will be faster, the whole transaction process and efficiency will be much higher than me We, that way, both users and sellers will give up Taobao.