The Rebirth of Wealth

2009, November 1.

In the past, it was the late autumn season.

This year, it was a bit abnormal.

Beijing, on the first day of November, ushered in the first snow of 2009!

Snowing!

...

Ma Yun hasn't finished feeling emotions in Lin'an. In the north, some areas have started to snow!

...

"Do Zhuge reincarnate?"

On this day, suddenly countless people were feeling, looking up at the sky.

Is God helping Li Dong?

A heavy snowfall in 2008, the rise of the distant mall!

During a heavy snowfall in 2008, Li Dong used various channels to make a name for himself in the offline retail space, and even praised him at the highest level.

In 2009, this only entered November!

Who would have expected that during this season, it started to snow.

Once it is Double Eleven, it is still the ghost weather. Can the Ali logistics system be built soon after it is built?

Not only Ali, once the road is snowy, big business including Surin will be able to meet their own needs. How can they support Ali?

On the other hand, faraway, a heavy snowfall in 2008, faraway logistics hit the prestige and hit the prestige.

...

this day.

East park.

Even after receiving her mother's phone call, Shen Qian couldn't help looking at Li Dongdao who was teasing her daughter: "Are you really going to be a god?"

This man is really myth!

It's snowing in Beijing!

Not only the capital city, but the cold snap arrives early, sweeping China, and perhaps the entire north, including the south, will enter the snow season in advance.

Once in the snow season, it is a test for the distance, but for the opponents in the distance, it is a disaster!

The distant logistics system is now extremely developed and has fought many hard battles.

In order to welcome the Double Eleven this time, I made countless preparations in advance.

All warehouses are full now, and Li Dong prepared a month's inventory in advance!

At this moment, no matter how big it is under the snow, Far East Logistics is also confident to meet any challenges.

Can Ali do it?

No way!

A new logistics company without experience in wars, and a company that lacks storage layout across the country, is likely to fall into a stagnation state and fail to operate once it encounters rain and snow.

Li Dong, god!

Double eleven, this is not a plan that is only being played out now.

Long ago, Li Dong began to lay out.

To say that Li Dong knew that it was going to snow now even a few months ago, no one believed.

Today, suddenly entering the snow season early, can only say that God is really helping Li Dong.

Li Dong's myth is really becoming a myth now.

Regarding his wife's emotions, Li Dong teased his daughter while laughing lightly: "How can there be so many ideas?

I didn't expect it to snow.

Moreover, snow is not a good thing, at least for distant logistics, it is a severe test.

Don't think we can face this time calmly after the 2008 snow.

The situation is different. At the beginning, we only served a small area, and the order was not too much.

But this year is the beginning of the Double Eleven, and I have no idea how many orders there are.

Tens of billions of orders are usually difficult. It is snowing at this time this year. Can we really complete this task?

So for me, snow is not a good thing.

Despite this snow, it will make our opponent Ali more difficult, but to be honest ... "

Li Dong paused and smiled after a while: "Do you think I am still competing with Ali until now?

Actually not.

I am competing against myself, in fact, I am more willing to be clear-hearted, so with our aviation system, I am still confident that I can complete any task.

Now, trouble! "

Li Dong shook his head gently. For him who is determined to hit a record of 100 billion, is snow really a good thing?

He remembered the heavy snow in 2008, but in 2009, he really didn't remember.

Of course, now that it is snowing in Beijing, Li Dong is a little bit impressed.

In this rainy and snowy weather, the northern region is mainly affected. Even if there is snow in the southern region, the snow is not too large and the impact is limited.

This is also the reason he forgot before, after all, he was not affected by the heavy snow in 2009.

But now, regardless of whether the south or the north, the whole country has begun to layout, it is actually not a good thing to be affected.

If the current remote mall is just as powerful as Dibao, then Li Dongba must not be as snowy as possible.

The greater the snow, the greater the impact on Ali and the smaller the impact on the distance.

In this way, under the same strength, the distance will take the lead.

But for the distant place shouting hundreds of billions of slogans, it is not too much good news to snow at this time.

If it is really good news, we can only say to Ali, to Surin, to big business ... these enterprises have a greater impact.

Especially the big merchants in the north, their own distribution system is not too developed.

Normally, it was barely able to complete its self-operated business. Now that it is snowing in advance, the Northeast will only be more affected. The distribution system of the big business can support Ali at this time?

Without the support of big businessmen, Ali's strength has been weakened by a large amount even in the already weak situation.

Talking, Li Dong picked up the child and handed it to Shen Qian. He walked aside and put on his coat. He said: "This time the rain and snow weather came a little abrupt, and it is likely to be affected during the Double Eleven. .

I will go to the company first. In the next few days, I may go to inspect the northern stores and logistics systems, including the warehousing system.

While the snow hasn't fallen yet, those who should stock up must stock up and make all preparations in advance.

Fortunately, in the past two years, the layout of our warehouse center has improved a lot.

Thanks to President Qin for this. "

Shen Qian didn't mind anything this time, nodded and said: "I want to thank President Qin for the opportunity to visit President Qin."

The distant storage system, including the distribution center, was insisted upon when Qin Hai was in place.

At the beginning, the lack of money in the distance was terrible.

But Qin Hai insists on warehousing and distribution in all first-tier cities, which is expensive.

Li Dong considered the matter of enclosure and finally agreed.

During that time period, Far East Logistics has been in a serious loss state, and no profits have been made by investing tens of billions of dollars.

This is also where some people were criticized during Qin Hai's reign.

However, with the economic recovery in 2009, land prices have risen. Even if the industrial land was used in the first ring of land, the price of land in industrial cities in first-tier cities has also increased significantly.

At this time, the cost of the enclosure, including the cost of investing in the construction of a storage center, has already been earned.

Now, at an emergency juncture, these storage centers are also useful.

For a distant place that is ready to hit a record of one hundred billion yuan a day, if there is no such storage center now, there is no place for the distant malls, including the distant supermarket to stock up.

Hundreds of billions of commodities, this is not a small number.

If it is temporarily deployed from manufacturers, it is obviously impossible.

Fight a tough battle without stocking in advance, then wait for the customer to be dragged to death, and finally scold the mother.

Today, there are not many logistics and warehousing companies with this strength in China.

Afar, with the cooperation of various manufacturers, can barely do it.

Other companies, even those that are ranked higher than distant logistics, cannot do so because their logistics and warehousing are not specifically used in this regard.

What's more, the logistics and warehousing enterprises that are ranked far away are almost all doing international large-scale distribution business.

Those who really do e-commerce business and do offline distribution business are currently the first in the distance and the second in the wind.

The three links and one reach are much worse than these two.

And Ali's Xingchen Express is not as good as the three links and one reach, the distribution point layout is ok, the storage layout, the other party did not make much preparation.

After all, it is a third-party platform, and Ali did not care too much about it.

Doing self-operated warehousing business is necessary for fully self-operated remote malls. For Ali, it is not necessary.

But now, this is unnecessary, it has become Ali's biggest flaw.

Alibaba's own warehousing centers are few, and almost all rely on third-party and manufacturer's own warehousing systems.

Usually receiving and delivering goods may be slower, but the impact is not too large.

However, in the event of rain and snow, neither manufacturers nor third parties can significantly increase logistics storage costs in order to cooperate with Ali.

Unless, Ali is willing to subsidize, otherwise the other party is not obliged to help Ali to achieve his goal, he posted it himself.

The key is, is Ali subsidy?

...

Ali can actually subsidize it.

But when Ma Yun mentioned this, Yahoo's opposition was extremely fierce!

This time, the promotion cost too much money!

Publicity costs, operating costs, various subsidy policies, compensation measures for third parties, and investment in logistics ...

Before and after, the profits of Ali's other businesses almost broke into the treasure, which is not enough.

Now, Ma Yun once again mentioned the subsidy policy, and the representative of Yahoo loudly retorted on the board of directors: "Ma, Ma, is this costless investment plan really necessary?

What's more, it's only No. 1 now, and it's snowing only in parts of the north, and other areas haven't affected much.

Ten days before Double Eleven, let's talk about the subsidy policy now. Once it is known by suppliers and third parties, including third-party logistics, will it not pinch our neck by then?

No amount of money can be spent in such a mess!

In the past two years, there is not much profit from the treasure, but the investment is extremely high!

But the result is still declining. I do n’t agree with the subsidy program this time. "

Ma Yun's subsidy is not a small amount, and each order costs almost 2 yuan.

For Ali, who is aiming to achieve a 5 billion record, the final total order may exceed 30 million.

All of a sudden, more than 60 million additional expenses were added.

With the initial investment, Ali spent hundreds of millions of dollars in one activity.

For Ali, which is dominated by third parties and is currently in the free policy period in order to maintain competitiveness, almost all rely on its own blood transfusion.

Hundreds of millions, don't care far away.

But for Ali, for any enterprise, an event, a day of activities, spending hundreds of millions of dollars in funds, it is simply not imaginable!

Before, in the northern region, Jingdong and Dangdang played against each other.

When Dangdang's boss waved his hand, he proudly shouted the slogan, "Spend 40 million yuan to drastically cut prices on various commodities!"

JD.com responded even more and shouted "Range 80 million!"

These two are considered giants in the e-commerce field.

And it's not a day's expenditure, the two companies' price cuts, concessions, subsidies ... all kinds of activities last more than a month.

And whether there are so many specific people in the industry knows.

In this way, the price war of tens of millions has already exclaimed others and also made other e-commerce platforms look up.

Now, a single-day promotion of Ali and the distant place, which has not yet begun, will cost hundreds of millions of dollars.

This horrible consumption power also made Yahoo a bit overwhelmed.

If you have money, it's not like that.

It cannot be used for meaningless things!

At least in Yahoo's opinion, now it is a must-have to compete with the distant players. In order to take advantage of the moment, it costs so much. Who will make up for the final loss, and who will bear it?

As the majority shareholder of Ali, Yahoo obviously bears the most.

What's more, even if you really have the upper hand, it is obviously impossible, and it costs so much money. For Ali, who is already difficult, it is even worse.

From the perspective of Yahoo, Ma Yun is not rational enough now.

As a smart person, Ali should learn to choose at this time.

Yahoo does not necessarily have to lose Ali. As a major shareholder of Ali, Yahoo is not stupid and hopes to win.

It is reasonable to think about it. In the case of unsuccessful victory, retain greater strength and wait for the later rise, or simply sell this highly competitive industry and develop other businesses, which is more suitable for Ali now.

Ma Yun, however, is now fighting with Li Dong, which seems irrational to them.

As a major shareholder, Yahoo has the right and obligation to reject his unreasonable request!

Yahoo objected, Ma Yun almost knew it was inevitable.

At this time, Ma Yun was also extremely rude, scolding: "Short-sighted!

By now, it was already on the arrow, so I had to send it!

The pre-investment and pre-publication preparations have all been on the right track.

Give up at this time, almost all the previous investment was wasted!

Although there are still ten days before Double Eleven, the information available from the Meteorological Bureau shows that in the next few days, the northern region, including the south, is likely to enter the rainy and snowy season.

Ten days, it was not enough already. Now I do n’t start to win over all parties in advance. How can I continue the Double Eleven?

I have always said that customers first, employees second, and shareholders third!

Why do you say that?

It's because you shareholders are too short-sighted!

Whenever there is some trouble, the first one to abandon the company is the shareholder.

Softbank and Yahoo have supported Ali for many years. I had always expressed gratitude, but how many obstacles has Yahoo created to Ali in the past few years?

All kinds of lagging behind, all kinds of interference with the normal operation of the company, and now, begin to blame the team not to make the treasure decline?

Is the treasure digging really fading?

Dibao is still China, and even the world's largest C2C platform!

The performance of Dibao is also increasing day by day, which is even greater than the increase in previous years.

Failure to make money is also a strategic need.

At this time, is it a business for the discerning company to blame the strategic losses of digging treasure?

This subsidy policy must be implemented!

We cannot delay. Once we delay, manufacturers and third parties will have doubts.

You know, now we and the distant supply chain system almost overlap.

Once the goods on our side cannot be sold out, and if there is a large demand from a distant place, these shares will eventually become the supply from a distant place.

At that time, even if there is an order, there is nothing to sell.

If this is really the case, as an e-commerce platform, you can declare it closed! "

Ma Yun said very directly, and this is also true.

There is no subsidy on the side of the treasure, and the remote side bears the logistics and warehousing expenses. Compared with the cost, the profit for the remote supply is greater.

If the distant place has more shipments and exceeds its own order share, it is normal for the manufacturers and merchants to provide the distant share of Ali to the distant place.

If that happens, there will be a large number of orders for Treasure, but in the end, the manufacturer will delay because of insufficient supply, which is called miserable.

The reputation and credibility of the platform were completely destroyed.

This is unbearable.

It is better to subsidize tens of millions now than to destroy the reputation of the treasure.

Ma Yun believes that Yahoo should understand this.

But now, the other party is still procrastinating, which makes Ma Yun extremely dissatisfied, and for the first time on the board of directors, publicly questioned the investment eyes of these shareholders.

Yahoo's spokesperson was a little angry at Ma Yun's rebuke.

However, the other party did not fight Ma Yun at this time. After thinking about it for a while, the Yahoo director thought about it: "We will consult the headquarters on this matter ..."

"ridiculous!"

Ma Yun didn't give him a chance and said directly: "This is Ali. What is being discussed is Ali's business. There is no need to notify anyone!

If you have any dissatisfaction, you can open a shareholders meeting to make a decision!

Start voting now, and if you agree to the implementation of the subsidy policy, raise your hand to vote! "

As soon as these words came out, the director of Yahoo face was dark, holding back the anger, and suffocated back.

As a spokesperson for a shareholder, he should consider it for the benefit of shareholders.

As Ali's team, Ma Yun is right.

Company strategy, there is no need to inform others.

This is Ali ’s board of directors, not Yahoo ’s.

Now that the board of directors has passed, it can be implemented.

As for Yahoo's dissatisfaction afterwards, it can only hold a shareholders' meeting to refute.

It can take time for the shareholders' meeting to be held.

This time difference is the result that Ma Yun wants.

The policy has been implemented, is it halfway, or should he be removed from the position of chairman?

This possibility is not impossible, but now Ali is turbulent. At present, Yahoo and Softbank dare to make such a decision. Then there is a great possibility that Ali will eventually collapse.

Do they dare to gamble?

Ma Yun is the spiritual pillar of Ali!

When it was changed to usual, Ma Yun wouldn't be so tough, but by this time, toughness was not tough, and it was no longer important.

Yahoo and Softbank will not do anything to him even if they are dissatisfied with him at this time. After all, they have invested so much, and no one wants to lose everything.

Ma Yun announced a vote, and more than half of the people in the conference room began to raise their hands.

On the board of directors of Ali, the members of the management team of Ali have the most members, reaching five, which is why Ma Yunneng has been suppressing Yahoo.

Secondly, there are Yahoo and Softbank. A total of 4 people from the two companies enter the board of directors, but they are all non-executive directors.

Needless to say, all five of Ali raised their hands.

In the management team, Ma Yun has absolute prestige.

On the Yahoo side, there are currently three non-executive directors, none of whom have moved.

Although Softbank's shareholding is not low, Softbank trusted Ma Yun in the early stage, and most of the voting power was given to Ali's team.

Only one director is retained, and in fact, he is not usually involved in the business of the company.

But most of the time, the director supported the team of Ma Yun.

But this time, the other party hesitated, and finally did not raise his hand.

Ma Yun looked in his eyes, his face unchanged, but there was a trace of melancholy deep in his eyes.

Softbank, not firm enough!

In the past, Softbank has always supported him, which is why he has always had the upper hand in the battle with Yahoo.

But now, the representative of Softbank, hesitated.

In the face of Ma Yun's large investment, and in the face of the opponent's powerful and terrible, Softbank was shaken, as if it were reasonable.

But at this critical moment, Ma Yun still hopes that the other party can support himself as always. His attitude towards Softbank and Yahoo is actually different.

Softbank, has supported him for too long, and Ma Yun also felt that Ali profited and Softbank should follow the profit.

However, at this moment, human relations are ultimately no more than interests.

Ma Yun's thoughts flashed away, and eventually calmness was restored. After looking at the people in the conference room, Ma Yun said with a deep voice: "5 to 4, resolution passed!

Next, the warehouse logistics subsidy policy began to be implemented ... "

After he arranged his work, several of Yahoo's directors soon left.

The representative of Softbank stopped talking and finally shook his head to leave.

Cai Chongxin, who has always followed Ma Yun, sighed. He was also a member of the board of directors. Even to date, except for Ma Yun, from the establishment of the company to the present, the only veteran at the decision-making level.

The introduction of these capitals is actually related to him.

But now, these shareholders have changed a lot from their expectations, trust and attitude.

Ma Yun didn't say anything, and walked out of the door after arranging the task.

This time the board of directors was held urgently, and it was already dark outside.

Going to the elevator ~ www.readwn.com ~ From the elevator downstairs, and then outside the building, blown by the cold wind, Ma Yun suddenly turned to look at Cai Chongxin who had been behind him and smiled: "Lao Cai, I have confidence to start from the beginning Come again? "

"Have!"

"I have that too!"

Ma Yun looked up at the dark sky and said with a smile: "Whether it is successful or defeated, can it knock me down?"

What's more, losing doesn't mean losing.

Whether it is right or wrong, who can tell? "

Cai Chongxin was silent, wrapped his shirt, and said in a while: "Let's work for another ten years, and the last one will be the man who laughs!"

"Okay, another ten years!"

Ma Yun laughed, and then walked forward.

Cai Chongxin, who stayed in place, looked at the old man's hearty smile, could not help shaking his head, and said softly: "That's a devil ..."