Rekindle 2003

Chapter 551 Green Plum Boiled Wine and Discussing Heroes (8)

"For example, in the IT industry where I work, let me take computers as an example. In the past, in our country, computers were scientific research tools and had nothing to do with ordinary people.

But in the 90s, with the accumulation of reforms, some people became rich, and computers became their productivity tools. This directly gave birth to the birth of a track, and the name of computers became easy-to-understand computers.

At this moment, with the further increase of Moore's Law and per capita GDP, another function of computers - entertainment, is being used on a large scale. This is the change in the chain. Computers for games and computers for business are conceptually the same. They are completely two different things.

The simplest example is that laptops are divided into consumer laptops and commercial laptops. The former does not need the reliability of the components. They value performance because they will replace them every three years, while the latter focus on data security and reliability. , Aibi Mu's laptop is designed to have a service life of 8-10 years.

The previous era and the next era that we often hear refer to the opportunities and risks brought about by the progress of the times.

If the king cannot keep pace with the times during the harvest period, then emerging forces will rise. In the early stage, it is not a threat. After all, the need for upgrades begins in the initial stage. However, once it enters the growth stage, the status of the giants will be quickly shaken, because next The industry cycle of one era is opposite to the industry cycle of the previous era, and large companies may also be defeated.

for example……"

Qing Yun smiled and said, "Many companies are already deploying new energy vehicles. This is the direction of future development."

Having said this, Emperor Yun looked steadily at Niu Qiangdong, who was breathing rapidly, "As for the e-commerce you are planning to engage in now, for the physical commercial department store industry, it is actually two eras of the same industry.

That's why I have to ask you to check out Wal-Mart, which goes through the cycles of industry development. "

Later generations thought that Wal-Mart and Amazon had a life-or-death relationship.

But in fact, Walmart and Amazon have common shareholders such as Vanguard Group and BlackRock Group.

The same is true for Jingdong in later generations.

Walmart is Jingdong’s second largest shareholder, and Vanguard Group and BlackRock are the fourth and fifth largest shareholders.

We see today that large companies are becoming more and more professional. After entering the harvest period, they are not simply making steady profits and sitting on the Diaoyutai, but are more urgent in discovering, searching and integrating the next cycle.

These people who have experienced it know very well the rules and playing methods of the next cycle. Therefore, some people choose to participate in the early start-up period and become a part of self-change.

There are also some companies that are constantly looking for the leaders in the next growth cycle. They use their abundant capital, huge industrial resources, and professional operating methods to control or merge these rising stars, pushing them to become future oligarchs and enter a new harvest period.

Therefore, the so-called business war of the century between Walmart and Amazon was a dimensionality reduction attack by Walmart from the beginning.

If Amazon loses, Wal-Mart will eat Amazon. If Amazon wins, Wal-Mart's shareholders will eat a lot.

Both Vanguard Group and BlackRock Group are asset management companies, which can be simply understood as public funds, and the largest investor in their e-commerce sector is the Walmart family.

Therefore, Niu Qiangdong in later generations would say very cluelessly in front of the public, "If I lose control of Jingdong, I will sell Jingdong without hesitation as soon as possible and take Leave with the money."

When "public intellectuals" and "economic experts" continued to speak out and criticized AB for having different rights for the same shares, the state took action and stood firmly behind Jingdong.

At this point, he paused and felt a little enlightened, "My father-in-law said that as an entrepreneur, your life will be a constant cycle of going back and forth in these seven periods.

Therefore, when he had just completed the unification of the Western Sichuan market and began to look at the whole country, he did not immediately enter the wealthy market in the south, but went on a 'Northern Expedition'. Do you know why? "

Niu Qiangdong listened attentively. From historical materials and news reports, he could only see the process of the ancient business war between Hopu and Zhengda, but he did not know the logic behind it and the thinking of the parties involved. What Qing Yun said was It was the thinking of a king who stood at the pinnacle of business.

"Because in the early 90s, the utilization rate of feed in the north was greatly accelerated, while the popularity in the south has been completed. Looking back at the industry cycle stages, the north is the fastest growing period, and the south has entered the mature stage.

And when he entered the north, why did he acquire a northern feed company instead of setting an example himself?

That’s what I said before, don’t mismatch! In the growth period, there is no time to set a model. By the time you set a good example, time has been missed. That was the stage of competition between Hopu and Zhengda. The fastest staking is the correct one.

When Hopu had just formed a group advantage in the north, why did he exchange shares and acquire more small companies? Instead of taking the money back, why did he continue to invest a lot of money in the industry?

This is because the expansion at this point is most efficient, because at that time there were a lot of blank markets in the north. The faster the expansion, the greater the profits.

Therefore, in this way, Hopu quickly established a vast northern market base in just 9 months.

Then, you will find that Magnolia officinalis suddenly slowed down at this time and did not take advantage of the great victory in the north to move south quickly. Magnolia officinalis stagnated for three years.

What was my father-in-law doing back then?

He is accumulating strength, which is what I said before, "digging deep and accumulating food widely". It is not only his own business income, but also massive bank credit.

Hopu has never had a loan, but Hopu has always maintained a huge bank credit line. This is not a virtual line, but can be withdrawn at any time. All contracts have been completed.

He is waiting for the southern market to enter a period of consolidation.

Three years later, the integration period came, and the old man did not hesitate for a moment. The four brothers launched a "crossing the river campaign" with a million-strong army. After a three-month price war, Hopu unified the two countries at a loss of 3 billion. Southern Market completely defeated the CP Group.

The 90 billion in the mid-17s was not a small amount, but my father-in-law and the others had mobilized nearly 400 billion in cash to compete with the CP Group’s 60 billion.

Lao Niu, please pay attention to this. Two boxers are facing each other in a boxing match on the stage. The most painful thing is that the two people are evenly matched.

That is the most tragic situation. You can't kill me, and I can't kill you. The two of them have to fight until each other is almost dead, and then the battle will end.

How to end a battle as quickly as possible?

One was in the 200kg category, and the other was in the 50kg category. They ended with one punch KO, and the integration period was passed perfectly.

Your kilogram level at the beginning of the integration period depends on your speed and size during the growth period, and whether you have accumulated enough resources and strength during the maturity period. This determines how fast you travel through the entire cycle. this market.

The development of Magnolia officinalis has captured the context of the industry's cyclical development.

So, what did CP Group do wrong in this business war? "

Qing Yun waved his hand, stopping Niu Qiangdong's urge to answer the question, "Think about it for yourself. What I want to tell you is that Hopu and Zhengda, the two giants who have also entered the market, are one after another. , life and death, what is this called?

In the same industry cycle, what are the fundamental differences between these two companies?

in rhythm.

Cycles are rhythms.

In an industry, if the sense of rhythm is wrong, if you don’t stop when you should stop, don’t expand when you should expand, and don’t adjust when you should adjust, in the end you will find that you can’t do it either.

The seven-stage cycle accompanies you and me. A professional racer must be able to penetrate the cycle. From the first day you enter this market, you must know what scenarios you will face at each stage in the future, just like Human birth, old age, illness and death.

After each cycle, new themes and new opportunities will inevitably appear. After each cycle, there will be a larger round of cycle opportunities. From the early momentum building to running blindly, to laying a solid foundation, and then to mergers and acquisitions Reorganization, then to the peak showdown, to profit harvesting, and then to seeking the future.

Every cycle of the industry requires us entrepreneurs to have a corresponding main strategy in this cycle and this stage. If we do the wrong beat, it is just like dancing. The music is cheerful, and you have to dance gracefully and slowly. The music is soothing. Yes, you have to dance happily, which is out of place and very ugly.

The trend of the cycle requires an entrepreneur to not only see the starting point of the industry, but also the end point of the industry, and also the rhythm between the starting point and the end point. Each stage has its core strategy, and each step must What can we do to live up to the cycle theme of this stage?

But at the same time, we must start with the end in mind and handle the opening problems with the end-game perspective. "

Among the two horses, Lin'an horse is the most dazzling, but Lin'an horse can't get out of the cycle because he is a scumbag. He can get lucky once and twice, but he can't get lucky forever. In the cycle, he is at the end. Every step of the way is wrong.

Of course, the more important thing is that he has never taken an ideological and political class.

Pengcheng Horse is different. Pengcheng Ma is at least a double non-undergraduate student, so he has heard it several times.

The great hadron is different.

The top scorer in the city's college entrance examination, a prestigious 985C9 school, and the National People's Congress is required to do well in this class.

Niu Qiangdong was silent for a long time, nodded, and put a five-pointed star on the second structural efficiency 'cyclical trend' that Qing Yun spent a lot of time talking about in his notebook.

Qing Yun glanced at his notebook, reached over and clicked on it, "The third structural efficiency, 'global momentum'."

Niu Qiangdong was shocked.

Just by hearing the name, he knew how important it was.

He knew from the moment Qing Yun asked his question that Qing Yun knew him very well, but he also knew Qing Yun very well.

After the meeting with Anyue, he collected a large amount of information about Qing Yun and continued to figure out the young man's business logic.

Different from everyone's view that Qing Yun is a master who is good at capital market integration, Niu Qiangdong believes that Qing Yun's greatest strength is his ability to control the overall situation.

The 18-year-old boy in front of him is a chess player.

Deconstructing the process of annexing TOP, everyone lamented Qing Yun's unparalleled wisdom in building plank roads in secret to defeat Chen Cang, but what Niu Qiangdong saw was Qing Yun's super vision of taking the world as his game.

Constantly mobilizing the forces of all parties, even his father-in-law and even the strongest business group of the four Qin family brothers are pawns in his hands.

The top prestigious school Fudan University is a chess piece, the listed company Fudan Fuhua is a chess piece, Shi Yuzhu is a chess piece, Sun Hongbing is a chess piece, Song Ruhua is a chess piece, and the godfather of business Taoism Zhi Liu is a chess piece.

Everything is under his control.

This young man who walked out of the mountains, dressed in commoner clothes and full of evil plans to cause chaos in the world, then stood on the top of the mountain, carrying beauty in his heart, singing to his heart's content.

"What is the overall situation? If an entrepreneur only thinks about his own one-third of an acre of land, how to do a good job in this one-third of an acre of land, how to make money, and how to reduce costs, then he has ignored a problem.

what is the problem? In an industry, in a big industry, you are not the only one.

There are thousands of people in this industry, hundreds of famous entrepreneurs in your industry who can participate in industry forums.

They are also struggling and working hard, and they are also playing chess on this chessboard with you.

In this context, if you only look at your own pieces, you are dead.

You need to integrate all the forces in the industry, all participants on both sides of supply and demand, and their demands into your plan. Do you understand? "

Niu Qiangdong nodded.

After all, with a living case like Qing Yun in front of him, he would be able to understand it if he put it into perspective.

"Really top chess players will and must ponder other people's moves, look at other people's strategies after five moves, and decide what they can do based on this.

Therefore, on both sides of supply and demand, a third type of structural efficiency is formed, which is the overall trend.

The energy of potential has distinguished this group of entrepreneurs from the vast majority of other entrepreneurs. "

After saying this, Qing Yun smiled and summed it up, "Follow the trend, follow the trend of the future, follow the trend of the cycle, and follow the trend of the overall situation."

Niu Qiangdong was silent for a long time, and after writing this sentence heavily in his notebook, he raised his head and looked at the young man in front of him with admiration.

No wonder!

No wonder he looks down on the big guys he just mentioned.

This is not a one-dimensional thought at all.

Da Qiangzi toasted three glasses in a row. While he drank it all in one gulp, he respectfully showed the bottom of the glass and invited Xiao Qing to do as he pleased.

But Qing Yun laughed and drank three glasses of wine.

How could it be so easy to subdue a hero and make him use him for his own purposes?

Those who can control a hero must be a hero. If he cannot suppress the strongman, Qing Yun will not be able to achieve his own safety strategy.

After the two looked at each other and smiled, Niu Qiangdong picked up the pen and asked Qing Yun to explain "borrowing force" to him.

But Qing Yun shook his head, "It's not that I don't want to tell you, but it's not good for you to hear it now.

Two years, two years later, when you have burned through the fixed amount I gave you, I will explain to you "borrowing power" in detail. "

Niu Qiangdong frowned and thought for a moment, then understood.

No wonder Mr. Xiaoqing said at that time, 'As long as you dare to borrow it, I will give it to you.'

There must be something fishy here.

He didn't dwell on anything. He hadn't reached that stage yet. Qing Yun's explanation to him was in vain, so he simply nodded.

Qing Yun picked up the wine glass and clinked it with him again, jokingly saying, "Now according to the process, should I say, 'The only heroes today are Qiangdong and Yun'er?'"

The pen in Niu Qiangdong's hand fell down at the right moment.

The two burst into laughter.

Qing Yun patted him on the shoulder and said, "How about it? I'll cover the 8000 million yuan. If you agree, I'll issue an investment agreement."

After Niu Qiangdong heard this, he nodded heavily after a brief silence, and replied briefly, "Okay!"

This frightened Qing Yun. After a while, he burst into laughter and said, "You don't even want to bargain, why don't you talk about the investment terms?"

Niu Qiangdong also smiled, then looked into Qing Yun's eyes, quickly put away his smile, and said softly,

"Mr. Xiaoqing, you are the only one in this world who believes that I will succeed."

……

　For subsequent updates, I have been too lazy to do anything. I have nothing to save. I have been quite busy in the past two months. I also have projects and papers that need to be sorted out during the holidays. I will definitely ask for leave during holidays, so I can only promise to keep updating as much as possible.

　　

　

(End of this chapter)