This time it's Liu Qidong's turn to take the lead in clapping. What he admired most was that Li Mu never did one thing, always did one thing and connected with many other things. He would also take into account many possible factors and prevent emergencies in various aspects. This is Li Mu's ability and his own direction to study hard to catch up 。

To Li Mu, senior brother Liu is now one hundred admirers, and to cooperate with Li Mu, he is also one hundred congratulators.

After clapping, Liu said: "I'm confident about Taobao's future now, but the only worry is that our future distribution link, EMS's throughput is too weak, and their timeliness is not very ideal. It's common for state-owned enterprises to work hard, Yanjing to Shanghai market for three or five days, if our Taobao sellers continue to join in the future , with the increasing number of users and the increasing number of orders every day, the carrying capacity of domestic logistics will reach a saturation state. If the timeliness is too weak, it will definitely limit the development of Taobao. "

"EMS is just the object we have to choose at present, but in the future, once e-commerce begins to be popularized, there will be private express companies that will see the development prospect and accelerate their development, and even express companies will blossom in full bloom, so I believe that logistics distribution is not a big problem," said Li Mu

Liu Qidong nodded: "private enterprises naturally have the sharpest sense of pursuing profits, but what I want to say is, can we do our own logistics system? If we can construct our own logistics to serve Taobao stores, the profit space will be guaranteed. Moreover, if we grasp the logistics link ourselves, we can make users have a better online shopping experience. "

Li Mu asked him, "do you want to make your own logistics system?"

"Yes!" Liu Qiangdong firmly said: "I think it is necessary to do my own logistics system. If the logistics link is handed over to a third party other than the buyer and the seller, it is bound to face several serious problems: first, timeliness cannot be guaranteed; second, security cannot be guaranteed; third, service standards cannot be guaranteed."

"Timeliness is the key link of logistics and distribution. If the user uses online shopping, he is looking forward to receiving the goods from the moment of placing the order for payment, but he needs to wait, wait for the seller to deliver the goods, wait for the express company to pick up the goods, wait for the express company to turn around, and finally arrive at the city where the customer is, and then make arrangements at the next level, which may be one week at a time At the beginning, the timeliness is too slow. If a user needs to buy something that will be used within a week, he will carefully consider the timeliness of online shopping logistics, and may only be able to buy in the physical store at the end. "

"Security is the core issue in the logistics process. The third-party express delivery, even the postal service, often suffers from the phenomenon of goods damage. It is difficult for their employees to fulfill their duties in the logistics process, and the express companies have no intention to solve this problem. Moreover, every express company has a hegemonic clause for goods damage, so they have no To solve this problem, in the future, if online shopping develops and the logistics companies operate with high load, the proportion of goods damaged in the logistics process will increase greatly. "

"Service standards involve user experience. Only our own employees can we carry out unified requirements and training on their instruments and scripts. It is difficult for third-party express companies to deliver goods to their homes, smile at their service and greet them politely."

Li Mu listens to the surprise. From the contents that elder martial brother Liu said, it is obvious that he now has a very detailed understanding of the logistics system. Li Mu thought he was interested in his own logistics system only after he made the B2C platform of Jingdong. Unexpectedly, elder martial brother Liu was very persistent at this time.

In fact, having his own logistics system is absolutely a very important link. When boss Ma started Taobao, he didn't have the energy and financial resources to take into account the self built logistics. Later, although he said that he was not interested in logistics, in fact, his obsession with logistics was no less than that of later Liu Qidong. He admired Wang Wei of Shunfeng very much. Only Xi Wang Wei didn't buy his account. Later, his plan to build rookie logistics showed his attitude towards logistics.

Elder martial brother Liu is so dedicated to his own logistics system, which makes Li Mu feel a lot.

Li Mu knows in his heart that having his own logistics system is absolutely an important part of e-commerce.

The way for Jingdong to win in the B2C field is its own logistics system, which is fast, good service and low damage rate. The reason is that senior brother Liu has a strong control over its own logistics system, and Jingdong Logistics has also solved the problems just raised by senior brother Liu.

JD's logistics not only solves the problems of speed, service and security, but also, more importantly, JD's cod business based on its own logistics system, which was one of the core points of JD's future. If it was not its own logistics system, it would not be possible to make COD in the early stage, especially for the express company's collection and the criticized security Sex and billing issues.

When Mr. Ma started taobao.com, he didn't have the energy and financial resources to take into account the self built logistics. Later, although he said that he was not interested in logistics, Li Mu thought that his remarks were all sour grapes, slightly hypocritical, just like he said that the thing he most regretted was to create Ali, not his sincere words.In fact, his obsession with logistics is no less than that of later Liu Qidong. He has great respect for Wang Wei of Shunfeng. It's a pity that Wang Wei doesn't buy his account. Later, his plan to build rookie logistics is enough to show his attitude towards logistics.

Li Mu believes that senior brother Liu can build a logistics system of his own like Wang Wei of Shunfeng. As long as he is given enough resources, he will be able to build the logistics system, just like he prepared JD logistics in his last life.

However, the logistics company is not an online product. For Li Mu, he can't find a fast and successful shortcut, and there is a big difference between doing logistics based on taobao.com and doing logistics based on jd.com. When Liu Wudong was doing jd.com, jd.com logistics was more like a local o2o product. At the beginning, he was more like a local o2o product, and the main service scope was Zhongguancun, Yanjing. After that, Liu Wudong was more like a local o2o product Let's develop a little bit to cover all Yanjing, and then build a North China warehouse to radiate more areas.

The common point of logistics is like peeing in the snow of the playground. For B2C, start from the standing point, how big can it stand and how large area can it stand, how much can it spread while walking, how little can it spread, and it will spread all over the playground one day. This is gradual and easy to achieve, at least the starting cost is low;

but if you want to do logistics based on C2C system, you must We need to radiate the whole country. Even if we don't cover the whole country at the beginning, we need to include the first and second tier cities first. It's much more difficult. It's a rather heavy asset project to hire a group of people to spread out a piece of land in different places first.

Li Mu is not afraid of valuing assets. Now all kinds of income are very healthy. There is no problem to bring up a logistics system. But the key is that it is too slow. People need to buy one car, one car, and business offices need to build one by one. It is too slow.

Li Mu asked Liu Kaidong, "if you really want to build your own logistics system, how are you going to start?"

"I tend to buy a company," Liu said. "If the way to buy a company doesn't work, we'll start from the first tier cities, Yanjing, Shanghai, Yangcheng and Shenzhen. We'll build four points in these four cities and focus on the logistics between these four cities."

With that, Liu dongdun said: "Yanjing to Shanghai stock market, the truck driving time is about 17 or 8 hours, and the time from Shanghai stock market to Shenzhen stock market is about the same, and the distance between Yangcheng and Shenzhen stock market is very close, so we can basically ensure that the goods from Yanjing to Shanghai stock market can solve the logistics and transportation problem within 30 hours, and the goods from receiving to sending can be solved within 48 hours The process is the same from Shanghai stock market to Yangcheng and Shenzhen stock market. Yangcheng to Shenzhen stock market can solve the whole process within 24 hours. Yanjing to Yangcheng and Shenzhen stock market can not exceed 72 hours at most. "

Li Mu said: "this sounds simple, but it's still a bit idealistic. If our order quantity is small, our trucks can't start at full load to ensure timeliness, and the payload will even cause more than half of the waste. This cost is too high. If we want to reduce the cost, our cars will reach full load or close to full load Then we can start. In that case, the timeliness will be greatly affected. Moreover, if the transportation distance from Yanjing to Yangcheng is more than 2000 kilometers, we must give priority to air transportation, followed by land transportation. "

If we want to do express delivery, especially the top-notch express delivery like SF, the logistics resources are particularly important. SF started from air parts, but it has developed for several years before it finally has the money to rent its own cargo aircraft, and finally changed from renting to buying and formed its own fleet.

In the early days of Shunfeng's start, the belly warehouse of domestic civil aviation airliner has become the core resource of Shunfeng's rapid turnover. Li Mu suspects that the belly warehouse resource of civil aviation should not be divided at present. If Liu Qidong really wants to start logistics, his first suggestion is to take down as many belly warehouses of domestic airlines as possible.

Liu Qidong then smacked his lips and looked at Li mulu and said, "you are right. I haven't been able to think about many details of self built logistics. I take it for granted."

"It doesn't matter. It's a huge system in itself. There are many details that need to be carefully pondered. I'm afraid I won't understand them for a while."

Li said, "if you are really interested in the physical flu, we can look at the existing express logistics companies on the market. It's better to pack and receive one. If we can't, we will do it ourselves. According to what you said, we should first do it between the big cities, take the big cities as the point, and spread it to the whole country."

Liu Xiaodong nodded and said, "let's wait for Taobao to go online and then think about it according to the situation."

(to be continued. )