Chen Ping Aojiao finish these, Liu Qidong almost want to get up and go.

Because he had realized that there seemed to be no need to go on.

Today's meeting, Chen Ping's mentality has problems, which is definitely not a normal and cooperative mentality. He is gradually improving the sense of oppression he brings to himself, and there must be some plans.

In addition, Liu Qidong was shocked. He knew about the express companies on the market. At present, the express business in China is just an enlightening industry. Most people's mail and logistics needs are solved by postal service. The regular mail and registered mail of postal service have accounted for more than 80% of the total number of parcel letters in China. In addition, the postal service has EMS Delivery service, so overall, private express industry market is not big.

In fact, although the logistics industry in China will be a deformed product of obesity in the future, without the rise of e-commerce, the demand of 1.3 billion people in China for logistics and transportation will not be enough to spawn so many logistics and express companies of all kinds. At present, there is no e-commerce support, and private express companies are no more powerful than eating in the downstream of the post Just some leftovers.

Now there are four good private express companies in China, which are No.1 in terms of fame, scale and coverage area, followed by Shentong, Yuantong and Shunfeng. Now Shunfeng is more famous in the south, but it has not really operated the national business, and it is in the stage of accumulation, while the remaining three are now one The rest makes Liu Kaidong nervous.

Combined with Chen Ping's insidious release of malice, Liu Qingdong suddenly felt that Taobao may have been calculated, but he couldn't figure out why Taobao would be sent in a hurry.

Liu Kaidong tentatively said to Chen Ping, "President Chen has now integrated Shentong and Yuantong, and the carrying capacity of the whole logistics system will definitely be greatly improved. In this case, it is more appropriate to cooperate with Taobao. We will soon usher in a peak of online sales. If we cooperate, we will surely achieve a win-win situation."

Liu Qidong has changed his ways. He didn't talk about acquisition or merger. He just talked about cooperation to test Chen Ping's voice.

At this time, Chen Ping smiled mysteriously and said, "President Liu, we may focus on the resource integration of the three companies in the future, and we may not be able to cooperate with your company in this regard."

Liu Qidong was shocked, but he didn't think it was unexpected. He subconsciously thought Chen Ping would refuse him.

Liu changed his routine again and asked him, "since Mr. Chen is interested in M & A, why don't you say something about it?"

Chen Ping looks at Liu Kaidong with that strange eyes again, smiles mysteriously, and then says, "President Liu, if we really talk about the details of M & A, it's not me talking to you, it's the boss of my parent company who comes to talk to you."

"Parent company?" Liu thinks his brain is not enough. Isn't it a private enterprise founded by Chen Ping? I don't think it's been acquired by anyone. How can I still pull out a parent company? Moreover, Chen Ping is really fucking. He always talks half mysteriously and doesn't cover up at all.

Chen Ping felt that he had almost laid the groundwork. Finally, he was willing to open the skylight to speak up. He smiled and said to Liu Qidong, "Zhai Jisheng has accepted the merger and acquisition agreement of Alibaba bar in Hangzhou some time ago. Now it's a wholly-owned subsidiary of Alibaba. The same is true of Shentong and Yuantong. If President Liu wants to talk about further cooperation, I can help you to meet Ali's ma." Always come and have a chat. "

Ali! i see!

Liu Qidong's heart was thumping, and all the questions and puzzles were suddenly opened at this moment.

It turned out that Ali was behind the scenes. Ali's boss Ma had always wanted to meet Li Mu. It seemed that he was very interested in taobao.com, but Li Mu had been procrastinating to meet them. Unexpectedly, they had already got these express companies.

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. )