Chapter 581

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.

Now, the question is very simple. How long is EMS saturated? We must first find out how long this time is, and then find solutions according to the specific time. "

Liu thought about it carefully and said, "if we don't affect Taobao's own development speed, I think EMS's transportation capacity will be saturated at most half a year, especially in the southern Pearl River Delta and Jiangsu and Zhejiang areas, because the current data shows that most of our sellers are concentrated in that area."

Li Mu nodded: "well, if the situation can barely last for the first half of the year, let's not mess about now. Now we start to work out a half year plan to solve the problem six months later. There is no other solution at present. The only solution is to build our own logistics, so we will discuss directly from the matter of building our own logistics, which needs to be done, How can we do it in half a year? "

Liu said: "if we start to build our own logistics system now, I'm afraid that half a year will not become a climate. As you said, logistics is a heavy asset project, and we can't find a rapid development method. Cars need to be bought one by one, people need to be recruited one by one, and outlets need to be opened one by one. Half a year is too short."

"It's very short, but it's not impossible," said Li Mu

With that, Li MuQing cleared his throat and said seriously and seriously, "we will immediately set up our own logistics company. You will invest 10%, I will invest 90%, and we will invest 80 million to 100 million yuan at the beginning. If you don't have money, it doesn't matter. I will put it on for you first."

Liu Qidong nodded. He couldn't afford such heavy capital. Li Mu was willing to put it on for himself. He was very particular about it.

At this time, Li Mu said: "independent registered companies will be more flexible in the future. If we want to acquire SF, we can talk to Wang Wei directly with the equity of logistics company, and we don't need to touch the equity of Taobao at all."

Liu Qidong saw that Li Mu was so confident that he had already thought of using the new shell of the logistics company to merge with Shunfeng in the future. When he nodded his head, he said, "that's what you say."

Li Mu activated his brain, and then said, "I'll smooth a few points first. If you have any objection, you can interrupt me."

"First, we started to register logistics companies and began to dig people. Although homestead, Shentong and Yuantong were purchased, all their employees were alive except for fixed assets. We tried every way to dig up their executives. The best way is to dig out a team and a regional resource. In this way, we only need to invest money to buy cars and build networks for them Point, you can quickly build a regional network. Let's not forget about Shunfeng. Now the war is just around the corner. Let's dig all the things you can dig up and work harder for me;

Second, enhance cooperation with postal service, strive to become a strategic partner of postal service, and squeeze the transportation capacity of postal service to the extreme;

Third, prepare to build a logistics base, integrating warehousing, sorting, packaging, loading and other functions The integrated logistics base depends on the convenience of aviation, railway and land transportation. In the first stage, five to eight logistics bases will be built nationwide. These logistics bases must realize the air trunk transportation. The future development core of express delivery depends on aviation;

Fourth, find the relationship immediately, and first put the main trunk lines of major airlines into consideration In the future, the most important thing for us to do is to find the bank relationship to get the loan and mortgage all the fixed assets of the logistics company to the bank to maximize the leverage and expand the capital flow and hardware.

in the sixth place, find Fang Xudong and let him pick people from Muye technology and integrate the current market With mature hardware, develop a complete set of logistics internal management system for me, and open the external query port. Our express company should realize the full information-based operation. The express starts from the receipt, and every logistics node in the middle should be entered into the system for users to track and query in real time. I want to make a set of the most powerful information-based system in the logistics industry and even in all industries in China Come on! "

After listening to these six points, Liu Kaidong has a magnificent logistics blueprint in his mind.

Seeing that he didn't raise any objection, Li Mu opened his mouth and said, "didn't they accept other express companies? Well, we're not interested in those second-hand hard assets that are sloppy and inextricably used. We're only interested in their soft assets, so we don't buy any logistics companies at present. We must do everything we can to dig their people and resources Dig me to death! Even if the whole frame of them is dug down, don't be soft! Then quickly build a basic framework, and then integrate the logistics base, air cargo resources, information management system, so that our future logistics model will be very clear. "Li muyue said that he was more and more excited. He drew on the white board and said: "the third step in Chinese geography is the most developed area in economy and the most important one in our future. Look at the map, the whole third step spans no more than 3000 kilometers from north to South and no more than 1000 kilometers from east to west. According to the current speed of land transportation, if we prepare four logistics in this large area Basically, the largest diameter of each coverage area will not exceed 800 kilometers. If we take the middle point for construction, then the longest distance covered by each logistics base will not exceed 400 kilometers. In this way, we can guarantee that the time from any point of departure to the logistics base will not exceed eight kilometers Hours, or less, and vice versa. "

"We will give the point-to-point transportation from the logistics base to the surface transportation to the automobile transportation, and the point-to-point transportation between the logistics base and the logistics base to the air transportation. If you think about it, the flight time from any city to another city will not exceed four hours in the third step of the whole China. What does this mean? It means that the maximum of our express transportation time in the future But that's 8 + 4 + 8, that's 20 hours, plus the waiting, sorting, packing, processing and other processes in the middle, how can 40 hours solve the problem? If the end delivery is included, 48 hours can be basically solved. "

Speaking of this, Li Mu's melancholy cloud has been swept away, and even he is obviously a little excited. He continued: "for example, the logistics base of Guangdong Province is near Yangcheng airport, covering the whole province. Any express received by any city in Guangdong Province by 6:00 p.m. on that day must arrive at Yangcheng logistics base before 2:00 a.m. on that day, and then arrive at Yangcheng logistics base in the sky Before dawn, we will complete the sorting and package the express to each logistics base, and the express to a city in Hebei Province will be ready to take the earliest flight from Yangcheng to Yanjing that day, which will be loaded into the belly cargo bin of the flight and fly to Yanjing;

at about 9:00 in the morning, the plane lands in Yanjing, maybe when the passengers on the plane have not completely disembarked, we pack the goods The goods have been taken out of the cargo hold and sent to the nearby logistics base for unpacking and sorting. Among them, all the local express of Yanjing should be loaded and sent to the urban area before 12 noon, and the express of other surrounding cities should also leave at 12 noon, and arrive at any city covered by Yanjing base before 8 pm. In this way, the express between quite a part of the main cities If we can achieve this timeliness, we can not only solve all the current problems, but also create a new era of logistics! "

(to be continued. )