It was not until 11 p.m. that the summit came to an end.
This is not a large-scale Summit Forum in the strict sense, nor has it lasted for many days. The main thing is the gathering tonight.
In the next few days, people will not all leave, and some may stay to continue to communicate for some time.
Ma Yun, the organizer, doesn't go so fast, but people like Li Dong usually leave tomorrow.
At the end of the show, Li Dong, the focus of the crowd, did not communicate with other people, but walked quickly to the back row.
When he came to Qin Yuhan, Qin Yuhan was stunned, but Li Dong said with a smile: "is uncle Qin OK?"
“…… Very good... " Qin Yuhan responded and nodded: "thank you."
"You're welcome. Call me whenever you need help."
Li Dong gave a smile and then said, "I still have something to do here. I'll go back first. The ordering network is doing well. If you have a chance, you can go far away to talk about cooperation."
“…… Good... "
"Well, then I'll go."
Li Dong briefly exchanged a few words, and then several other executives from afar also said hello to Qin Hai, and then he left with Li Dong.
When they left, Qin Yuhan focused a lot of eyes again.
Many people are a little surprised, until someone whispered to remind them: "the father of Mr. Qin, the former chairman of distant logistics, Mr. Qin Hai."
As soon as he said this, many people suddenly realized.
However, Qin Hai left his job from afar and even let Li Dong worry about it. This shows that Qin Hai's resignation should be active.
At this time, another person whispered: "what do you know? This little Qin is always Li Dabao's junior high school classmate and high school alumni. He has a close relationship.
General manager Li of Baidu, Mr. Xu of Longhua and Mr. Hu of Dongxing have all taken the initiative to greet each other in the restaurant before.
Her mother was also one of the founding fathers of the distant pioneering period. She worked as a financial manager before retiring from afar.
Don't look at the small scale of the ordering network, but if anyone thinks that the other party has a weak foundation, hehe... "
The speaker's face is meaningful. There are three people in the family who are involved in Li Dabao.
His mother is one of the elders in the distance. His father is the chairman of the sub group. He and Li Dong are also classmates. There is no doubt that the relationship is intimate or not.
While others digested the news, no one in the crowd whispered: "general manager Qin left from afar, just when President Li announced that he was going to get married..."
"Do you mean it?"
"Otherwise, the well behaved chairman of the board will walk away in front of him, thinking that others are stupid?
The chairman of distant logistics doesn't change to a state-owned enterprise boss. Qin Hai says he can go. There are many inside stories... "
"Hush! Don't talk about it. Let's just know what we have in mind. If we talk too much, it's troublesome. "
“……”
Some small and medium-sized entrepreneurs are cautious and dare not talk loudly.
Other big entrepreneurs have not talked about this.
Many people actually know Qin Yuhan.
Ma Yun knew that Li Dong took Qin Yuhan to Beijing for a banquet, and he was there.
Besides him, many people were present at the scene.
I didn't remember it before. Now I think about it. I think about it in a moment.
Hearing other people's comments, Ma Yun shook his head slightly, and then said with a smile to several people on one side: "Li artillery is really energetic. Things far away are not enough for him to toss about."
"If you don't envy me, who makes them young?"
Zhang Jindong joked and then said seriously, "let's stay for a few days this time to discuss how to deal with the following situation.
In addition... "
Zhang Jindong stopped for a while and then said: "double eleven, it's better not to participate in the treasure digging."
Ma Yun's expression congealed and said in a soft voice, "do you think we will be defeated this time?
Once the gap between the two sides is too large, the outside world will question the competitiveness of Taobao and Ali.
It's a small matter to be questioned by the outside world
Zhang Jindong sighed: "I'm afraid I'm afraid you can't be stable inside. I heard about the financing party.
Although you counter attack, borrow his fame, help dig treasure to finish financing plan quickly.
But there must be gains and losses. At the beginning, you said that once you fail, you will merge into the distance.
Your investors, many people are playing this idea and mind.
Once the gap is too wide, it is dangerous to dig out treasure.
Don't talk about B2C business, once Wanjia network has surpassed the treasure, your existence value will be gone. "
The performance of distant shopping mall is better than that of taking out treasure, which is nothing to say. Remote is the overlord of B2C field.
But once wanjia.com, a rising star, also goes beyond digging out treasure. Is there any value in taking out treasure?
For general enterprises, ordinary small and medium-sized platforms, it doesn't matter.But for the C2C king who has been dominating the industry for so many years, once even wanjiawang can't compare with it, the existing value, the space for appreciation and the potential in the future are all gone!
Moreover, the distance is not a flash in the pan, and almost no enterprise has the opportunity to counter surpass.
Once the C2C business of Taobao is surpassed by wanjia.com this time, everyone on the scene will understand a little. Even if Taobao is not finished, everyone will lose confidence in taking out treasure.
Why should investors continue to invest when an enterprise can not bring expectations and future benefits to investors?
At that time, there will be no internal stability.
In addition, the big shareholder, Yahoo, has always been the end, to the end, Ali is in danger!
There are some reasons that we can't see through.
I just didn't think about it before, and no one felt that Wanjia nether could quickly surpass and dig out treasure.
But now, think about it deeply, far away is good at creating miracles, why not this possibility?
Li Dong before the high-profile acquisition of Teng Xun clap, after nothing, this does not conform to the character of Li Dong.
Just at that time, it happened to be in the distance and Teng Xun started a war. Everyone unconsciously ignored these, and felt that Li Dong was diverting his attention.
If you think about it now, it's not necessarily a diversion of attention. It's more likely that the layout will be advanced.
Ma Yun's face was heavy, and then his face was firm: "you won't be defeated."
B2C business, that is, tmall is not as good as afar. Once the C2C third-party platform they are proud of all fails, then Ali is really a failure.
Zhang Jindong sighed: "some things should be prepared in advance.
Lao Ma, it is a good thing to have confidence. It is also necessary to make preparations in advance to prevent Ali from falling into crisis. "
Ma Huateng, who hasn't left yet, frowns slightly: "solve the trouble of Yahoo ahead of time, which is your biggest crisis.
Even if you are defeated, you will lose only a position.
But Yahoo's trouble does not solve, may lead to the collapse of the entire Ali.
Especially now that Ali is out of the market... "
Delisted enterprises are better than listed companies, especially when the helmsman does not hold many shares.
At this time, the risk of changing owners is very high.
Ali now has three major factional shareholders, Ali department, Softbank, Yahoo.
These three companies, which hold 100% of Ali's shares, have been cleaned up before listing and after delisting.
Among them, Yahoo holds 39% of the shares of Ali, Softbank holds 27% of the shares, and Ali holds 34% of the total shares.
34%, more than a third, which is actually a very subtle shareholding ratio.
Generally speaking, for Internet enterprises, holding more than one-third of the shares is enough for the team to master the operation of the enterprise.
But at the critical moment, one third is not enough.
In particular, there is a great risk of the company's lack of cash flow at this time.
Yahoo a shake problem is not big, Softbank is shaken, perhaps better than Teng Xun, direct change of ownership.
Even then, because of the agreement, Ali can give priority to buy back, but the key problem comes again, and there is no money.
At the moment, we can only say that Li Dong failed in financing!
Failure is only a small failure.
Once there is a great rout, there will be chaos inside.
Ma Huateng finished, Ma Yun said seriously: "the May Day sales promotion, took out the treasure to hit 1.6 billion actual achievements, no water!
7.18 promotion, take out treasure to hit a daily transaction record of 2 billion, there is no water!
Nowadays, the online shopping market is developing rapidly and changing with each passing day.
As long as the publicity is proper, there will be no problem with the daily turnover of 2 billion yuan.
On July 18, the distant mall and wanjia.com publicized the daily trading volume of 3.6 billion yuan. In fact The gap is not big.
However, their Wanjia network accounts for only about 20% of the total transaction volume, which is nearly 700 million yuan.
On the contrary, tmall accounts for only 20% of the total, while taobao.com accounts for 80% of the daily turnover of more than 1.6 billion.
Do you think that Wanjia can exceed 1.6 billion this time? "
"Yes
Ma Huateng said firmly, then said with a smile: "other people, I dare not say, but for Li Dong, I don't think there is any problem.
If it's only a billion dollars, it's not a big problem. After all, it's only one day.
But once It's several times, even ten times, more than the "treasure net."
Ma Huateng did not say, really want to fall such a big gap, that Wan Jia net has been accepted by the public.
Later, it will enter a period of rapid development.
At that time, there was no drama here.
"Ten times!"People take a breath of cold air, Zhang Jindong some doubt: "Huateng, do you overestimate Li Dong?"
On the other hand, Ma Yun is confident that its performance will not be lower than 1.6 billion yuan. Wanjia.com has just been established, and can make 16 billion yuan in one day?
Before that, the highest record of Wanjia was only 700 million.
Ma Huateng shook his head and said, "I don't know, but I know that if Li Dong doesn't do it, if he wants to do it, he will do it.".
Now it is only in the propaganda stage, and we can see the clue.
I believe that there will be actions in the distance, Ma. Be careful yourself.
In the IT field, we have all suffered a lot in addition to Li Yanhong's banner waving and shouting with Li Dong.
To you, our generation of it people will be defeated again
So The front wave is going to die on the beach
Ma Huateng has some regrets. In his 40s, it is the peak period for entrepreneurs.
But their generation, before reaching the peak of glory, was cut off.
Li Dong, who was born in 1985, was less than 30 years old. He defeated them and became the leader of the new generation.
It's a lie to say that I have no idea at all.
But Ma Huateng is now very difficult to fight for this, Ali is still hopeful.
As long as Ali can defeat the remote online industry, it will be a great victory. After all, they are it people, and they don't have to worry about how strong the remote offline industry is.
But if even Ali is defeated, even if there are other IT enterprises, they can be invincible in the same industry and in the same field.
Ma Yun took a deep breath and finally looked at the crowd: "I seldom talk to you, but this time, I hope you can help me once!"
In the crowd, many people were silent.
Looking at the manufacturing tycoons like Liu Chuanzhi, Ma Yun said sincerely: "I didn't let you take sides with me, but I still hope you can understand that the competition between two companies is better than that of a single company!
Online shopping market, once monopolized by the distance, after that, regardless of whether we do online business, there is no chance.
Now, you have a choice.
You can choose tmall, dig treasure, far away, Wanjia
But if we fail this time, I'm afraid we can only choose far away.
At that time, do you really think Li Dong will be the same as before?
Even if he wants to, he won't want to go far away! "
There are many large manufacturers present, and many enterprises are the main companies composed of supply chain channels of various platforms.
These manufacturers are actually the cornerstone of the e-commerce platform.
The support provided by the manufacturer should be greater, the purchase price should be cheaper, or the feedback should be more powerful when launching activities, which will be of great help to the platform.
At ordinary times, these enterprises that do not have their own online channels or are not strong in online channels are seeking platforms.
They hope that online can bring them business growth, and hope that the platform can help them open new channels.
At that time, it was they who sought the platform, and the platform side was strong.
But now, Ma Yun is asking for their support.
At this moment, Ma Yun also knows, blindly strong, does not apply to the present situation.
As he said, now we still have a choice. We can choose from afar.
Therefore, Ma Yun used the saying of asking for help.
If there is only one family to dig out treasure now, or, as in previous years, a dominant one, he will not use the term of seeking help, but will be strong in the end.
But not now!
Although Ma Yun felt that he would not be defeated so quickly, Li Dong was the opponent. He did not know what he would eventually develop into.
Liu Chuanzhi took a look at Ma Yun, and after a moment, he pondered: "we all understand what you said. But now, online channels, especially those for brand merchants, are our business entities from afar.
Remote online platforms, including offline platforms, provide us with a large number of orders every year.
Billions!
We also don't want to let a remote company be the biggest channel provider online and offline.
If we support digging treasure this time, as always, it will not be a big problem.
Once we give our support, we are still defeated. Ma, how can we deal with ourselves? "
Although Lenovo is also setting up its own stores, it takes time and money.
At present, they are still mainly manufacturing.
The distant Guomei electric appliances, as well as the distant shopping mall, will provide a large number of orders for these enterprises every year.
The competition in the manufacturing industry is not weak. Once this time, it supports the "dig out treasure" and the competition from afar will not be strong.
Before the layout of self operated stores is not perfect, it is likely to be suppressed from afar.
There are many manufacturing enterprises in China and more in the world.
However, there are not too many channel merchants, especially those who are bigger.In the field of home appliances, Huaxia and Sulin are relatively strong in the distance and occupy most of the market.
Department stores also occupy a large market share in the distance.
Once they are blocked from afar and the products are removed from the cabinet, the worldwide impact is not great, but in China, the impact is beyond imagination.
If the layout of our direct stores is almost the same, it doesn't matter, the key is not.
Among Huaxia's manufacturing enterprises, Haier's direct sales stores have the widest layout and the largest scope.
Others such as Lenovo, TCL These enterprises are not self-sufficient for the time being.
It's not cost-effective to offend the biggest channel agents.
Ma Yun naturally knew this, but he still said: "it is strong in the distance, but Ali and Sulin, Dashang, Bailian, Jingdong and other online and offline channels work together, even in the distance, it is not as good.
As I said, I don't want you to be partial to me and remain neutral.
It's not too much to give us what kind of policies are given to the distant places? "
Although Zhang Jindong was pulled into the car by Ma Yun, Zhang Jindong didn't mind and said with a smile: "brothers, old Ma said it's good.
Not to mention anything else, in terms of home appliance chain, Sulin's share is higher than that of Guomei.
Far away to provide you with a large number of orders, Sulin did not?
I'm afraid it's not appropriate to treat them differently?
To be an enterprise, at the very least, fairness and justice should be guaranteed. Otherwise, our competitiveness will be weakened. In the end, everyone will be a fish on the knife from afar and be slaughtered by others. "
The leaders of other manufacturing enterprises all look to Liu Chuanzhi. At this time, many people have toothache. They knew that they should leave early.
Now they are forced to make a statement. They are also in a dilemma. They have to see what Liu Chuanzhi says.
Lao Liu is a leader in the manufacturing industry and has a good relationship with Li Dong and Ma Yun.
At this time, if Lenovo makes a statement first, then if it faces a question from afar, we can also have an explanation.
Liu Chuanzhi took a look at Ma Yun and Zhang Jindong, sighed in his heart, and finally nodded: "OK, when we go back, we will discuss the plan in detail."
At this moment, Liu Chuanzhi's biggest idea is nothing else, but to strengthen Lenovo's own channel construction.
At this time, he was almost forced to agree to Ma Yun's terms.
What's more, Ma Yun always pays for any discount they have when they play activities from afar.
Why?
It's not because their channels are not strong enough, and they lose the support of these big channel providers, and they are prone to the problems of unsalable products and excessive inventory.
As long as their own business channels are strong enough, which care about these.
Haier will rarely be threatened by these channel providers, because Haier's channel layout is perfect.
Lenovo is more famous than Haier, but we have a good idea of the actual situation.
Then the crowd scattered.
Ma Yun sighed softly. This time, he offended others.
We can't help it if we don't offend. The support of the manufacturers is related to the competition in the future.
It is even related to Ali's life and death.
If Ali is not short of money, it is no problem to spend money on subsidies. The key is that there is no money to invest in it.
At this time, if the manufacturer is more partial to Li Dong, what kind of war is there? Just raise your hand and surrender.
Today's manufacturers are only a part of the market. Ma Yun knows that the next time is very tight. In a month's time, he has to reach an agreement with other manufacturers and third parties.
At least, on the basis of these basic preparations, we can't get rid of them from afar, otherwise, we can't fight on the double 11.
In addition, the shadow of Yahoo flashed in Ma Yun's mind.
In addition to preparing for the double 11, we also need to find ways to solve these hidden dangers.
These investors who supported Ali before are now time bombs.
The introduction of new investors is better than these old investors.
When new investors enter, they usually sign long-term strategic agreements.
But the old investors, after listing in alixiangjiang, these agreements have actually expired.
Subsequently, the two sides did not sign a new supplementary agreement.
On the one hand, there is no such reason to restrict the other party all the time. On the other hand, Ali proposes it now, and the other party will not agree.
At this time, forced to put forward, on the contrary, proved that Ali was not optimistic about his future prospects, which was easy to cause accidents.
"Difficult!"
Taking advantage of nobody's time, Ma Yun showed some fatigue rarely.
In recent years, it's more difficult than when he started his business. He hasn't had a good sleep for many days.
Since Li Dong's rise and distant rise, there are overlapping parts in the business of both sides. Ali has been in a passive state.Every step of Li Dong is stuck in front of them.
Once or twice is not a big problem. There are more times. Even the people on Ali's side are not confident.
How can an enterprise continue to develop without confidence.
Think of these, Ma Yun bite teeth, this is also an opportunity!
A chance to prove yourself, prove Ali, and improve morale!
Just a sales promotion, Ali lost his fortune, but he had to fight far away and couldn't raise his head!
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