RINAPE :: Volume #6

#516: The Brother Liu logistics holds to read


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This time was one's turn Liu Qiangdong to take the lead to applaud, he most admired Li Mu's is this point, works only will never do a matter, forever was does a matter to transfer entirely other lot, will consider many possible factors, various aspects prevented the thunderbolt, this was the Li Mu's ability, was must the direction that went all out to study to pursue. 这次轮到刘镪东带头鼓掌了,他最佩服李牧的就是这一点,做事从来不会只做一件事,永远是做一件事连带着把其他很多事情都统统调动起来,而且还会把很多可能发生的因素都考虑在内,各种方面预防突发事件,这是李牧的能耐,也是自己要拼命学习追赶的方向。 To Li Mu, Brother Liu is 100 admires now, to with the Li Mu cooperation, he is also 100 rejoices now. 李牧,刘师兄现在是一百个佩服,对和李牧合作,他现在也是一百个庆幸。 After applauding, Liu Qiangdong said: I now to the future of Taobao net will be confident, only but will be worried will be our future distribution links, the throughput capability was too weak, moreover their effectiveness not will be ideal, the state-owned enterprise will work to slack off on the job, Yanjing to the Shanghai 35 days to was the common matter, if the Taobao net seller will join, user continually to increase, the daily order volume to increase in the future unceasingly unceasingly, when the time comes the bearing capacity of domestic logistics will achieve a saturated condition, if the effectiveness were too weak, will definitely limit the development of Taobao net.” 鼓掌之后,刘镪东说:“我现在对淘宝网的未来是充满信心的,但唯一担心的就是我们未来的配送环节,的吞吐能力太弱了,而且他们的时效性并不是非常理想,国企做事磨洋工,燕京沪市三五天到不了是常有的事,如果未来我们的淘宝网卖家不断加入、用户不断增多、每天的订单量不断增加,到时候国内物流的承载能力就会达到一个饱和状态,如果时效性太弱,肯定会限制淘宝网的发展。” Li Mu said: At present is only the object who we must choose, but in the future, once e-Commerce starts the popularization, certainly will have the private express company to see that the prospects for development speed up development, even has the situation that the express company all flowers blooms together, therefore I believe that the logistics and distribution is not the major problem.” 李牧说:“只是眼下我们必须选择的对象,但是将来,一旦电子商务开始普及,一定会有民营快递公司看到发展前景而加快发展,甚至出现快递公司百花齐放的情形,所以我相信物流配送并不是什么大问题。” Liu Qiangdong nods: Private enterprise is naturally keenest by the advantage sense of smell, what I want to say that can we make our logistics system? If we can the construction have our logistics, serves for the shop of Taobao net specially, that room for profits can definitely safeguard . Moreover, the logistics link we grasp in the hand, can make the user have better Online shopping experience.” 刘镪东点点头:“民营企业自然是逐利嗅觉最敏锐的,不过我想说的是,我们可不可以做自己的物流系统?如果我们能够架构出一个自己的物流,专门为淘宝网的店铺服务,那利润空间是肯定可以保障的,而且,物流环节我们自己抓在手里的话,可以让用户有更好的网购体验。” Li Mu asked him: „Do you want to make your logistics system?” 李牧问他:“你想做自己的物流系统?” Right!” Liu Qiangdong said categorically: I thought that makes own logistics system is necessary, if the logistics link gives third party beside the buyers and sellers to do, will face several serious concerns inevitably: First, the effectiveness is unable to safeguard second, the security is unable to safeguard third, the services standard is unable to safeguard.” “对!”刘镪东斩钉截铁的说:“我觉得做自己的物流系统非常有必要,物流环节如果交给买卖双方之外的第三方来做,势必会面临几个严重的问题:第一,时效性无法保障第二,安全性无法保障第三,服务标准无法保障。” Effectiveness is the key link of logistics and distribution, if the user uses Online shopping, then he from ordering since that moment of payment, in anticipating to be attaining the goods, but he needs to wait, when the seller delivers goods and waits for the express company to take the goods, again and other express company turnover, finally to the city that the customer was, but must arrangement downward step by step, being possible is frequently one week starts, this effectiveness was too slow, if the user needs to buy the thing that in a week must use, he will give careful consideration to the Online shopping logistics time-limited issue, can only purchase in the bricks-and-motar likely finally.” “时效性是物流配送的关键环节,如果用户使用网购,那么他从下单付款的那一刻起,就在期待着拿到货品,但是他需要等,等卖家发货、等快递公司取货,再等快递公司周转,终于到了客户所在的城市,还要一级一级的往下安排,有可能就是动辄一个星期起步,这个时效性太慢了,用户如果需要买一周内就要用到的东西,他就会慎重考虑网购物流时效性的问题,很可能最后只能在实体店购买。” Security is the core issue in logistics process, the third party express, even the postal service will still have the phenomenon of goods damage frequently, their staff are very difficult to achieve in the logistics link to due diligence of goods fulfill responsibility, the express company does not have the intention to solve this problem, moreover each express company has in view of the overlord provision of goods damage, therefore they do not solve the heart of this issue, if in the future Online shopping will develop, various logistics company high loads to revolve, in the logistics process the proportion of goods damage considerably will certainly increase.” “安全性是物流过程中的核心问题,第三方快递,即便是邮政也会经常发生物品损坏的现象,他们的员工在物流环节中很难做到对物品的尽职尽责,快递公司也没有用心去解决这个问题,而且每一家快递公司都有针对物品损坏的霸王条款,所以他们根本就没有要解决这个问题的心,未来网购如果发展起来、各物流公司高负荷运转,物流过程中物品损毁的比例一定会大大增加。” Services standard involves the user experience, only then our staff, we can their measuring appliance and words technique conduct the unification requirements and train, delivering goods to the doorstep, the smiling service and politeness sent regards that these are the third party express company are very difficult to achieve.” “服务标准牵扯到用户体验,只有我们自己的员工,我们才能够对他们的仪表、话术进行统一要求与培训,送货上门、微笑服务、礼貌问候这些都是第三方快递公司很难做到的。” Li Mu hear of surprised, these contents that said from Brother Liu, can very obvious listened to him currently to have very exhaustive understanding of logistics system, Li Mu also thinks after he made Jingdong this 2 platforms afterward, started in having logistics system is interested, didn't expect Brother Liu is rigid at this time. 李牧听的惊讶,从刘师兄说的这些内容里,可以很明显的听出来他现在就已经对物流系统有了非常详尽的了解,李牧还以为他是后来做了京东这个二平台之后,才开始对自有物流系统感兴趣的,没想到刘师兄在这个时候就已经非常执着了。 Actually, has own logistics system, absolutely is a very important part, Boss Ma did the Taobao net before the time, does not have the energy and financial resource takes into consideration from the Construction logistics matter, afterward although he took a stand oneself to making the logistics to the outside has no interest, but actually he to logistics held to read is not weak in afterward Liu Qiangdong, he to the SF Express Wang Wei incomparable esteem, Wang Wei did not only buy his account pitifully, afterward he planned to build the rookies logistics the action, saw his mentality to the logistics sufficiently. 其实,拥有自己的物流系统,绝对是非常重要的一环,马老板之前搞淘宝网的时候,是没有精力和财力顾及到自建物流的事情,后来虽然他对外表态自己对做物流没什么兴趣,但其实他对物流的执念一点也不弱于后来的刘镪东,他对顺丰王伟无比推崇,只可惜王伟不买他的账,后来他筹建菜鸟物流的举动,也足以见得他对物流的心态。 Brother Liu is so rigid in having logistics system, making Li Mu have big feelings at heart. 刘师兄如此执着于自有物流系统,让李牧心里也有了不小的感触。 Li Mu is very at heart clear, has own logistics system, absolutely is a e-Commerce very important part. 李牧心里很明白,拥有自己的物流系统,绝对是电子商务非常重要的一环。 Jingdong in 2 domain the path to victory is to have logistics system, the speed of Jingdong logistics is fast, serves, the damage rate is low, the reason lies in powerful control of Brother Liu to having logistics system, the Jingdong logistics also very good to solve that several problems that Brother Liu just asked. 京东在二领域的制胜之道就是自有物流系统,京东物流的速度快,服务好,损坏率低,原因就在于刘师兄对自有物流体系的有力把控,京东物流也很好的解决了刘师兄刚刚提出的那几个问题。 The Jingdong logistics not only solved the speed, service and security, what is more important, Jingdong based on the delivery payment business that having on logistics system develops, this in the past years was really one of core points Jingdong went smoothly everywhere, if did not have logistics system, at all not possible to make the delivery payment in the early time, particularly the express company generation received money also has to make the secure and knot that doing accounts period issue one denounced. 京东的物流不但解决了速度、服务与安全,更重要的是,京东基于自有物流系统上发展的货到付款业务,这在当年真是京东无往不利的一个核心点之一,如果不是自有物流系统的话,根本不可能在早期做货到付款,尤其是快递公司代收款还有令人诟病的安全性和结算账期问题。 Before Boss Ma, does the Taobao net time, does not have the energy and financial resource takes into consideration from the Construction logistics matter, afterward although he took a stand oneself to making the logistics to the outside has no interest, but Li Mu thought that his opinions are the sour grapes psychology cause trouble completely, somewhat is slightly false, like him said the matter that he most regrets is founds Ali, is not his real soul talk. 马老板之前搞淘宝网的时候,是没有精力和财力顾及到自建物流的事情,后来虽然他对外表态自己对做物流没什么兴趣,但李牧觉得他那些言论完全是酸葡萄心理作祟,略有些虚伪,就像他说他最后悔的事情是创建阿里一样,并非他的真心话。 Actually he to logistics held to read is not weak in afterward Liu Qiangdong, he to the SF Express Wang Wei incomparable esteem, Wang Wei did not only buy his account pitifully, afterward he planned to build the rookies logistics the action, saw his mentality to the logistics sufficiently. 其实他对物流的执念一点也不弱于后来的刘镪东,他对顺丰王伟无比推崇,只可惜王伟不买他的账,后来他筹建菜鸟物流的举动,也足以见得他对物流的心态。 Li Mu is believes that Brother Liu can, build own logistics system like SF Express Wang Wei, so long as gives his sufficient resources, he can certainly plan to build logistics system, looking like his previous life arranges the Jingdong logistics to be the same. 李牧是相信刘师兄能够像顺丰王伟一样、打造一个属于自己的物流系统的,只要给他足够的资源,他一定可以把物流系统筹建起来,就像是他上辈子筹备京东物流一样。 However, the logistics company is not the online product, to Li Mu, he could not find a fast successful shortcut, moreover makes the logistics based on the Taobao net, with makes the logistics to have the day based on Jingdong to leave badly, Liu Qiangdong makes Jingdong time, the Jingdong logistics is more like local 2 products, from the beginning that person, then the car(riage), the main service portfolio is Yanjing Zhongguancun, afterward developed little, achieves to cover entire Yanjing, then reconstructs Beicang, subsequently radiates a bigger area. 但是,物流公司不是线上产品,对李牧来说,他找不到一条快速成功的捷径,而且基于淘宝网做物流,和基于京东做物流有天差地别,刘镪东京东的时候,京东物流更像是一个本地二产品,一开始就那么点人,那么点车,主要服务范围就是燕京中关村,后来一点点发展,做到覆盖全燕京,然后再建一个华北仓,继而辐射更大的地区。 Does custom that the logistics said that looks like urinates in the drill ground snowy area, to the two, first from the point start of standing, some big abilities scatters the large surface area, walks while scatters, disperses little, will happen one day scatters the entire drill ground, this comparison proceeds in an orderly way, is easy to realize, at least the initial cost is low 做物流说的俗一点,就像是在操场雪地里撒尿,对二来说,先从站立的点起步,有多大能耐撒多大面积,一边走一边撒,一点点撒开,终有一天撒遍整个操场,这比较循序渐进,也容易实现一些,起码起步成本低 But to make the logistics based on 2 system, that must radiate the nation, even if from the beginning does not cover the nation, must first include 12 cities, this difficulty may bigger probably much, must hire one group of people first to scatter places to come out in the different places, is the project of quite heavy asset. 但是如果想基于二系统做物流,那就必须要辐射全国,一开始就算不覆盖全国,也要把一二线城市先囊括进来,这难度可就大得多了,要雇一堆人在不同的地方先撒出一片地出来,是个相当重资产的项目。 Li Mu does not fear the heavy asset, various income of present are healthy, with raises logistics system or There's no problem, but the key was such was too slow, the person wanted moves and car(riage)s to buy and do business one after another a selling area also to construct, was too slow. 李牧不怕重资产,现在的各种收入都非常健康,拿出来养一个物流系统还是没什么问题的,但关键是那样太慢了,人要一个一个招、车要一辆一辆买、营业点营业厅也要一个一个建,太慢了。 Li Mu asked Liu Qiangdong: If really must make own logistics system, how you do prepare?” 李牧刘镪东:“如果真要做自己的物流系统,你准备怎么着手?” Liu Qiangdong said: I favor acquiring a company, the road that if purchases walks does not pass, we first start from the first-tier city, Yanjing, Shanghai, Guangzhou and Shenzhen, construct four points in these four cities, the lord makes the logistics between these four cities.” 刘镪东说:“我倾向于收购一家公司,如果收购的路走不通,我们就先从一线城市起步,燕京沪市羊城深市,在这四个城市建四个点,主做这四个城市之间的物流。” Saying, Liu Qiangdong, said: Yanjing to Shanghai, the truck running time probably is 17 and about 8 hours, Shanghai to Shenzhen almost this time, Guangzhou was also very near with Shenzhen, as the matter stands, we basically can guarantee that solves the logistics transportation problem Yanjing to the Shanghai goods in 30 hours, in 48 hours are solved from the accept for mailing to the entire process of sending, Shanghai to Guangzhou and Shenzhen is also same, can realize for 24 hours to solve the entire process Guangzhou to Shenzhen, Yanjing to Guangzhou and Shenzhen, most not over 72 hours.” 说着,刘镪东顿了顿,又道:“燕京沪市,卡车行车时间大概是17、八个小时左右,沪市深市也差不多这个时间,羊城深市之间就很近了,这样一来,我们基本上可以确保燕京沪市的货品在30个小时内解决物流运输问题,48小时内解决从收寄到派送的全过程,沪市羊城深市也是一样,羊城深市可以实现24小时内解决全过程,燕京羊城深市,最多不超过72小时。” Li Mu said: This sounds is quite actually simple, but somewhat idealized, if our order volumes are few, our freight vehicles to guarantee the effectiveness, cannot the full load, the payload even result over more than 50% waste, this cost was too high, if we want the cost reduction, after our car(riage)s must achieve the full load or is close packed with, can, in that case, the effectiveness will be greatly affected . Moreover, if from Yanjing to Guangzhou this over 2000 kilometers transportation distance, we must give priority to the aerial transport, next is the land transportation.” 李牧说:“这个听起来倒是比较简单,但还是有些理想化了,如果我们的订单量较少,我们的货车为了保证时效性,就不能满载出发,有效载荷甚至会造成超过一半以上的浪费,这个成本就太高了,如果我们要降低成本,我们的车就要达到满载或者接近满载之后才能出发,那样的话,时效性就会大受影响,而且,如果是从燕京羊城这种超过两千公里的运输距离,我们一定要优先考虑空运,其次才是陆地运输。” If must do express, particularly makes SF Express that top express, the logistics resources seem especially important, SF Express builds up from aviation, but he also developed for several years later finally has money to rent own cargo plane, finally from renting to turn buys, formed own aircraft formation. 如果要做快递,尤其是做顺丰那种顶尖的快递,物流资源就显得格外重要,顺丰是从航空件起家的,但他也是发展了好几年之后才终于有钱租用属于自己的货机,最后从租变成买,组建了自己的机队。 In early time that SF Express starts, the underbelly goods warehouse of domestic commercial aircraft became the core resources of SF Express fast turnover, Li Mu suspected, at present the civil aviation underbelly goods warehouse resources should not be carved up, if Liu Qiangdong really must begin to make the logistics, oneself first suggested that he does, the underbelly goods warehouse of domestic operator as far as possible many takes. 顺丰起步的早期,国内民航客机的机腹货仓就成了顺丰快速周转的核心资源,李牧猜想,眼下民航机腹货仓资源应该还没有被瓜分,如果刘镪东真的要着手做物流,那自己第一个建议他做的,就是把国内航空公司的机腹货仓尽可能多的都拿下来。 Liu Qiangdong smacked the lips at this time, looks at Li Mu said: You said right, I have not been able to consider from Construction logistics inside many details with enough time carefully, somewhat took for granted.” 刘镪东这时咂了咂嘴,看着李牧道:“你说的没错,自建物流里面很多细节问题我都还没能来得及仔细考虑,有些想当然了。” The Li Mu comfort said: Is unimportant, this is huge system, inside has many details to need to ponder over carefully, and repeatedly deliberates, whom making ponder over, perhaps for a short time does not think clearly.” 李牧安慰说:“不要紧,这本身就是一个庞大的系统,里面有许许多多细节需要仔细琢磨,并且反复推敲的,让谁去琢磨,恐怕一时半会也想不明白。” Saying, Li Mu was saying: If you are really interested in the logistics, we can have a look in the market the existing express logistics company, best is the pack receives one, if cannot receive, our oneself do, according to you said that first does in the big cities, takes the big city as the point, spreads the surface little, finally spreads the nation.” 说着,李牧道:“如果你真的对物流感兴趣,我们可以看看市面上现有的快递物流公司,最好是打包收一个,如果收不到,我们就自己做,按照你说的,先在大城市之间做,以大城市为点,一点点扩散到面,最终扩散全国。” Liu Qiangdong nods, said: This after our Taobao nets get online according to the situation ponders over well.” 刘镪东点了点头,说:“这个就等咱们淘宝网上线之后再根据情况来好好琢磨。” To be continued. 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