The Rebirth of Wealth

On November 26, Yuanfang officially signed an acquisition agreement with Ali.

Relevant businesses such as Treasure Hunting, Tmall, Cainiao Logistics, Xingchenjibian etc. have been listed in this sale.

Both parties held a press conference in Lin'an.

Neither Li Dong nor Ma Yun attended.

Cai Chongxin was represented at the press conference on behalf of the Ali Group. At the press conference, facing the Ali decline theory of some media, Cai Chongxin did not refute too much.

The online shopping related business was sold, and Ali's strength was indeed weakened.

Despite getting US $ 4.5 billion and a capital flow of more than RMB 30 billion, the outside world still started to doubt Ali's strength.

However, at the press conference, Cai Chongxin simply said a few words about Ali's future direction.

Abandon the online shopping business, and shift from a category C customer to a category B customer.

The so-called C-type customers generally refer to individual users, and the B-type customers are enterprise users.

In fact, the fundamental reason for Ali to start is that these B-type users, but the rapid development of the two years ago, Ali invested more in Alipay, focusing more on the C-type customers.

Now that the treasure is sold, it is reasonable for Ali to return to the fundamentals.

At the moment, Alibaba Software already has tens of millions of SME users worldwide, providing online software services for these enterprises.

In addition, Ali acquired Wanwang, mainly to provide complete application services for enterprise users.

Finally, Cai Chongxin announced that the focus of Ali's B2B website business will focus on the cutting edge of the retail supply chain.

In other words, after Ali sells the treasure, he no longer does personal business. The core lies in controlling the core retail supply chain.

Giving up the treasure does not mean that Ali has given up the retail business.

In fact, Ali is a complete online retail group. When Zhibao existed, Ali Zhi was building a one-stop retail service. In fact, it was not much different from JD.

Whether it is Ali, Jingdong or afar, the main purpose is to eat more sugar cane and master more retail service links.

Today, Alipay is sold, and Ali has abandoned the vertical sales channel, but put the core on the core supply chain channel.

For retail companies, the supply chain is the top priority.

Big producers and brand owners are, after all, a minority.

Retail groups are more exposed to SME suppliers. Whether offline or online, branded products are only a few.

The public use more, buy more, or products provided by SMEs.

Ali now provides Internet services for small and medium-sized enterprises, focusing on investing in B2B platforms, the purpose is to master the core of these SMEs.

Focus tens of millions of small and medium-sized enterprises on Ali, and control the major retail groups from the source.

Once these businesses of Ali are enlarged, they can check and balance these platforms from afar.

Of course, as the current largest online shopping platform in China, Afar, even if it has control of the supply chain, has a limited effect on the distance.

According to Ma Yun's previous expectation, if Dibao and Tmall can grow bigger and then control the core supply chain, then Ali will gain an invincible position.

Unfortunately, Li Dong did not give him this opportunity and time.

When Ma Yun just had this thought, he quickly defeated the treasure and made Ma Yun have to give up this idea.

...

Lin'an to Pingchuan high speed.

Li Dong said with emotion: "In fact, I have always felt that the business of digging treasure and Alipay is the strong root of Ali.

It was not until these few years that I looked at Ma Yun's layout a little bit, and I realized that this was all my illusion.

Fortunately, the treasure was defeated one step in advance, otherwise we would be in great trouble in the future.

Since 1999, Ali has been attracting small and medium-sized enterprises. Now, ten years later, the interests of many small and medium-sized enterprises in China have been tied to Ali.

When I heard the thunder in the silent place, Ali's silence was actually infiltrated into all aspects of retail.

Once the delay continues, Treasure and Tmall will become bigger, and the terminal supply chain will be controlled by Ali. I am afraid that these platforms will really be controlled by Ali. "

In the previous life, Ma Yun said that Ali was to cultivate more Jingdong, and Li Dong scoffed.

In fact, many people think that the old horse is bragging.

In this life, Ma Yun actually said this, but the object was changed to a distant place.

If Li Dong had n’t seen too thoroughly before and was attracted attention by Alipay and Alipay, then this time Alipay was sold, and Ali focused on the development of Ali software, Wanwang, B2B, Li Dong looked very thoroughly.

These big businesses are all to better control SMEs in Ali's hands.

A company that uses Ali's software, website construction, domain name provision, and online transaction channels are all owned by Ali. Even if this company thinks it can be used without Ali, it is actually controlled by Ali.

Of course, Ali has not reached this point at the moment, but as time goes by, it will be a matter of time.

When an enterprise is dependent on Ali, it actually means that it cannot be separated from each other, and it is implicitly transformed into an affiliated enterprise of Ali.

With control over the source of the supply chain, how can these platforms compete with Ali?

Even in the vertical sales platform field, the performance is not worse than Ali, in fact, the gap is also very large.

In the later generations, Ali's market value is ten times that of Jingdong. From the perspective of sales platform alone, Jingdong is actually no worse than Dibao and Tmall.

Moreover, JD.com also has its own logistics warehousing system, which is stronger than digging treasure.

Ali is ten times the market value of the other party. Where does the gap come from?

Alipay's business is not counted, Ali is listed, and Ant Financial is still independent and has not been integrated into the Ali system.

If the market value of JD.com is equal to that of Treasure Hunting and Tmall, the remaining 9 JD.com gaps lie in the businesses that Ali currently does.

Of course, it is necessary to add a cloud computing business that will become bigger in the later period.

Therefore, what Ma Yun said about cultivating more e-commerce platforms is not bragging.

Hearing what Li Dong said, Tan Haiying sitting beside him couldn't help saying: "Mr. Li, in fact we can also do ..."

Li Dong waved his hands and smiled: "How much we can't chew, let alone we don't have the time and energy to do it.

Moreover, we are different from other platforms.

Ali wants to control the source of the supply chain, which has a great impact on other platforms and does not have much impact on us.

He did it by splitting B2B separately, and Yuanyuan has actually integrated B2B business into the current online shopping platform.

And what we do more is to integrate offline and online systems. What Ali is doing now is only a single online supply chain control, which has little effect on us.

They have to do it because there is no other way to go.

But for us, we haven't finished our own way, and now we have to take another way, which doesn't make much sense.

Let the old horse do it, he has experience and energy.

Ali has been preparing for this since 1999, and we cannot compare.

But it's okay, let him fatten up first, let's cut the meat a little bit.

When he becomes stronger, the distance will only be stronger. As the largest farmer in China's retail sector, Ali is just the big fat pig we raise.

When you want to cut meat, cut it.

Of course, I am talking about me. Whether you have the ability to cut meat later depends on your ability.

If Ali is bigger, then Ali will become another big farmer.

We are strong at the front end, and the other is strong at the terminal.

At that time, he may covet the front-end platform, and then we will also find ways to develop the terminal market.

All in all, don't think that Ali's sale of the treasure is completely abolished this time.

Digging treasure is very important, but it is actually not so important, understand? "

Tan Haiying nodded, she still understood the truth.

In fact, the only thing she didn't understand was that since Li Dong knew and thought Ali was a future opponent in the distance, why didn't he take advantage of the stick now?

Now Ali should be the weakest time in these years.

Even if someone supports it, with a strong force in the distance, it is really necessary to enter the market forcefully, and there is no problem.

Li Dong didn't explain, and he was too lazy to explain.

There are many reasons, which are not worthwhile. On the other hand, Li Dong is also reluctant to kill him.

Over the years, Li Dong has used many others' things.

Even if no one knows, it doesn't mean he doesn't know.

Li Dong was also embarrassed to use these people's things and kill them again.

In fact, not only the old horse, Ma Huateng was not prepared to kill him at the time. He told Ma Huateng at that time that letting him take charge of Teng Xun, the remote business was merged, and the remote only controlled and did not participate in the operation. That is all true.

It's a pity that Brother Marco was unwilling to have the subsequent annexation.

Even so, Ma Huateng took a lot of money to run the business together, Li Dong did not continue to suppress.

If he really wanted to suppress it, the gathering at this time would be easily crushed by the distance.

Now that the issue of the biggest online platform for conflicts with Ali has been resolved, Li Dong has already completed his layout, so naturally he will not go to chase down because there may be obstacles in the future.

On the contrary, he would like to see these giants rise again, which is more interesting.

...

When Li Dong returned to Pingchuan, Ali's sale of digging treasures had not passed.

However, soon no one paid any attention to Ali and the distance.

Selling treasures has become an established fact, and what has happened has no meaning in any discussion.

At this moment, there is even greater news in the business community!

On November 26th, Qianhai Life Insurance spent 7 billion yuan in the secondary market, won 500 million shares of Vanke, and completed the first signing of Vanke!

As the largest real estate group in China, Vanke is much more influential and well-known than Ali.

In 2009, Ali, if it were not for Li Dong again and again and again, targeted, the fame is not great, the strength is not too strong.

But Vanke is different. Vanke is a real estate company giant, and the number one throne has been doing it for many years.

Vanke was shown a card, and it immediately caught the attention of countless people.

Although the other party currently holds only 5% of Vanke's shares, Vanke's largest shareholder Hua Run only holds about 15% of the shares.

Vanke ’s shares are too dispersed, and the holding of Lao Wang ’s shares is even poorer. Together with the president, the two people hold less than 1% of the shares. , May have a series of effects.

On the 26th, Qianhai Life raised the card for the first time. Although many people looked at it, it was still calm.

Even Vanke did not respond much.

But on the morning of the 27th, Qian Hai Life's concerted action person Ju Shenghua bought a large number of Vanke shares. After the second noon on the 27th, everyone suddenly felt that this may not be a simple investment!

The 10% stake is already Vanke's second largest shareholder, second only to Hua Run.

Vanke owns a large number of stocks in the secondary market.

Compared with other companies, many companies have less than 30% of the total share capital in the secondary market, while Vanke's shares in the secondary market exceed 50%!

Therefore, Qianhai and Jushenghua want to continue to buy Vanke shares in the secondary market. It is not too difficult. The key is that the funds are not enough.

When the two Baoneng systems, Qianhai and Jushenghua, bought Vanke shares, the trading volume of Vanke shares in the secondary market far exceeded the number of shares held by these two companies!

At this time, many people have seen it, and there may be people buying Vanke's stocks in large quantities.

For a time, the eyes of the business community turned to Vanke.

...

There are speculations in the outside world, but Li Dong is the door.

Many people participated in the Vanke dispute this time. In addition to the Baoneng Department, Xu Shengzhe was also touching fish in muddy waters.

Not only Xu Shengzhe, Hua Run also increased the holdings in a small amount.

And there must be others involved!

Xu Shengzhe did not find Li Dong again, but it may be that he needed money. The Sino-Belarus shares held by Longhua, Xu Shengzhe had been transferred to a distant place these days.

Today, the distant place has obtained the shares of China and Belarus held by Longhua, and has completed the absolute holding of China and Belarus.

Xu Shengzhe didn't find himself, and Li Dong didn't blend in, letting him toss himself.

Vanke's affairs are concerned by the outside world, but Li Dong is not very concerned. Before that, Li Dong might have some ideas, but now he does not care much.

In addition, other people in the distance have not been idle these days.

In order to ensure the smooth listing of Far Retail, the most basic shareholding structure issue must be sorted out first.

The far-away plan is very simple. For far-away places with a lot of cash in hand, the only thing to do is to keep acquiring those shares that have been incorporated into the enterprise, complete absolute control, and eliminate small and medium shareholders.

In the upcoming listing, the role of some small and medium shareholders will end here.

Before the corporate IPO, it is almost inevitable to clear out some small shareholders.

And absolute control or wholly-owned acquisitions are also conducive to the subsequent integration of resources.

For another period of time, other people in the distance may not necessarily do this. A controlling stake is necessary, and it may not necessarily be a wholly-owned acquisition.

But now that there is a lot of funds in the distant place, the faster the listing, the faster the return of funds, the completion of resource integration, and the overall listing is more beneficial to the distant place.

In this case, the wholly-owned acquisition has become the most commonly used method in the distance.

On the afternoon of the 27th, when Li Dong arrived at the company.

At this moment, Yuanyuan has almost completed the acquisition of shares in Wushanglian, referring to the small and medium shareholders.

Next, the distant place will choose to suspend the listed companies under the Wushang Federation, complete the delisting plan, and reorganize.

The big business, Yuanyuan also through the secondary market and OTC trading, the shareholding ratio increased to 32%.

Once the shares in Bincheng Guoshang are taken, Yuanyuan will hold 40% of Dashang's shares, and the position of the first shareholder becomes more stable.

The remaining Gaoxin shares held by Runtai are currently in the final negotiation stage. Auchan has not spoken, and may have chosen to give up ...

In the meeting room, Chen Lang reported the recent progress one by one.

And Li Dong ~ www.readwn.com ~ didn't listen carefully.

After listening for a while, Li Dong suddenly said: "If you complete the integrated acquisition of each company and integrate the resources, how much revenue has you received in the first three quarters?"

By the middle of the year, the revenue in the two quarters in the distance reached 268 billion.

And C2C has also created 30 billion transactions, of course, this is not counted in revenue.

As for now, far-off acquisitions of various companies have not been completed or merged. For example, companies such as Dashang, Wushanglian and Wumei are still independent.

But soon, these companies will be included in the remote retail. At this time, Li Dong does not know how much the remote revenue is.

However, Li Dong knows that if these companies are merged into a distant place, it is very likely that this year's trillion-dollar revenue target will be achieved.

Li Dong asked, and everyone looked at Liu Hongmei.

In the distance today, one day at a time, even these executives have no way to give specific data.