Chapter 731

Xu Xinquan, who had already investigated and prepared for president Liu's question, replied:

"The second and third e-commerce platforms in Southeast Asia are tokopedia and shopee respectively. Tokopedia is the largest e-commerce platform in Indonesia. It was established in 2009. Although it was established early, its development speed is much slower than that of laizanda. At present, its market share in Southeast Asia accounts for about 17% - 20%.

Shopee, ranked third, is a very young company. It was just established in Singapore in the summer of 2013. It has been established for less than two years. Its original parent company is Garena, a well-known online game company in Southeast Asia.

Garena was founded in 2009. Generally speaking, the company also has something to do with Chen Ou of Jumei premium products, because the predecessor of Garena was a community forum that Chen Ou once participated in. Chen ou and the founder of Garena were classmates. Later, Chen Ou went to the United States to study. The founder of Garena ran the company and started online games.

Two years ago, Garena was optimistic about the development of e-commerce industry in Southeast Asia and founded shopee platform. Because of Garena's rich resource support, shopee has become the third largest e-commerce platform in Southeast Asia in just two years. At present, shopee accounts for about 10-15% of the market share in the whole Southeast Asia and is the fastest growing e-commerce platform in Southeast Asia.

At present, Lai Zanda invested by Ali prefers the self operated model similar to JD. Tokopedia belongs to the mixed model of C2C and B2C. Shopee has a heavier C2C attribute and a low threshold for opening a store, so it develops rapidly. "

After listening to Xu Xinquan's introduction, Liu and Jingdong's executives had their own thoughts.

Especially when we heard that Lai Zanda, invested by Ali, preferred JD's proprietary model, the expression on everyone's face was even more strange. There were wood and mistakes. Did Ali invest in JD overseas?

However, it is reasonable to think that Zanda is "learning" from Amazon.

No one spoke to the executives. They all waited for president Liu's attitude.

President Liu on the throne knocked on the table with his right hand rhythmically, fighting between heaven and man in his mind.

If you can go to sea, do you think Jingdong doesn't want to go to sea? However, JD is not as rich as Ali. JD's business model is to focus on asset operation, and its profit is more than ten times that of Ali. Ali's listing has raised more than $20 billion, but what about JD? Less than $2 billion.

Ali threw out $1 billion to invest in Zanda at once. It's like playing. If JD wants to throw out $1 billion casually, it will inevitably affect the normal development of other businesses.

Rationally, President Liu agrees with Li Guangquan's development strategy of concentrating resources and developing JD international first. Emotionally, President Liu is an ambitious person. Arima always wants to be crazy about internationalization. Why doesn't he want to? The name of a multinational e-commerce company is more attractive than that of a Chinese e-commerce company.

When President Liu fought between heaven and man, Jingdong executives present also kept silent.

JD and Ali, both e-commerce companies, have a big difference, that is, Arima is more willing to delegate power and is willing to hand over power to their professional people. Even if they do wrong and fail, Ali's organizational structure can ensure that there will be no major deviations and problems in the operation of the company and business. Since Ali was founded for many years, Trained one after another take the initiative to take charge as chief of the general, Tmall CEO Zhang Yong, Alipay CEO Peng Lei and later took the Jing Xiandong, Ali cloud leader Wang Jian.

Of course, due to the rise of Huizhong in this life, Alibaba generals have not made great achievements as in previous lives, but they are much better than Jingdong executives with little reputation.

When it comes to Jingdong, in addition to knowing that Jingdong Liu and his milk tea wife, we have rarely heard of other Jingdong executives. Jingdong is often the speech of president Liu, and many Jingdong executives are nothing more than senior professional managers and workers!

At this moment, Jingdong president Liu is thinking about how to deal with Ali's layout in Southeast Asia. Even his little girlfriend, who just proposed a month ago, has been thrown out of the sky by him.

"Vote, you have to vote!" President Liu gradually strengthened his mind. At this time, the e-commerce industry in Southeast Asia is in a reckless era. If you don't enter now, it will be difficult to enter again in the future, just as Amazon is now in the huge Chinese market.

"I think we should make a layout in Southeast Asia in advance and invest in one or two e-commerce companies. Now the e-commerce market in Southeast Asia is the time to seize the market, and the demographic dividend is still great. Even if the e-commerce enterprise we invest in can't do Lai Zanda invested by Ali in the future, we can get rich returns by selling it to Amazon or other overseas e-commerce companies.

At home, we are Alibaba's biggest competitor. Overseas, Alibaba and laizanda are not the only competitors. In addition to the Southeast Asian companies mentioned by President Liu just now, I think Amazon will not sit by and watch Alibaba take in the Southeast Asian market. We happened to fish in troubled waters and join in the fun! "

After President Liu made the decision, Xu Xinquan's face showed a happy look. He seemed to see a good opportunity to show his strength. On the other hand, conservatives led by Li Guangquan, head of Jingdong international channel, were silent and stopped talking. They were just working. The boss could do whatever he wanted!

Two months later, not long after Jingdong Liu and his wife got the certificate, Jingdong announced that it had invested US $250 million in Shope, the third largest e-commerce platform in Southeast Asia. In this investment, the market valuation of Shope, which was established less than two years ago, was as high as US $1 billion. After the investment, Jingdong will obtain 5% of the equity of Shope and become the third largest shareholder of Shope, and the top two shareholders of Shope, Garena, the former parent company of shopee with 40% shares, and Huizhong, the second largest shareholder with 30% shares!

Who would have thought that shopee invested by JD was also occupied by Huizhong early. After JD became Alibaba, it was another company to connect Huizhong in Southeast Asia.

With the entry of Alibaba and jd.com, the competition pattern and development speed of Southeast Asian e-commerce industry are more intense than before, and Amazon, as the overlord of overseas e-commerce, will not sit idly by.

Almost a few days after JD took a stake in shopee, Amazon announced that it would launch primenow service in Singapore. Primenow is a new service model Amazon began to try last year, that is, two-hour delivery. After users place an order online, Amazon will deliver it to the door within two hours.

Such services have extremely stringent requirements for logistics infrastructure and transportation environment. Therefore, only Singapore, the only developed country and garden city in Southeast Asia, can meet the infrastructure to provide primenow services.

Except for some actions in Singapore, Amazon is not in a hurry to invest in local e-commerce platforms in Southeast Asia like Alibaba or JD. It is said that Amazon CEO Bezos scornfully sarcastically said when he heard his subordinates report this matter:

"Except Singapore, the consumption power of other countries in Southeast Asia is not as good as that of a state in the United States. If you have the time to cultivate those aborigines, you might as well find a way to launch one or two more profitable services like primenow!"

Amazon's contempt for the Southeast Asian market is evident.