RINAPE :: Volume #6

#580: Only solution

LNMTL needs user funding to survive Read More

Chen Ping tsundere said these, Liu Qiangdong almost wants to set out to walk. 陈坪傲娇的说完这些,刘镪东几乎想起身就走。 Because he had realized, did not seem to discuss the necessity that. 因为他已经意识到,似乎没有谈下去的必要了。 Today's meeting, the Chen Ping mentality has the issue, this absolutely is not one normal, has the mentality of cooperation intention, he little is promoting him methodically to the constriction that oneself bring, must have a chart. 今天的见面,陈坪的心态就有问题,这绝对不是一个正常的、有合作意向的心态,他在一点点循序渐进的提升他给自己带来的压迫感,必有所图。 In addition, the Liu Qiangdong heart is also very shocking, he has understood the express company on market, at present the express business internally was one just the industry of initiation, the letter and logistics of demand most people was solved through the postal service, even mail, registered letter of postal service occupy the nation to wrap letters over 80%, in addition, the postal service also had Express Mail Service this express service, therefore the whole looked, the market of private express industry was not big. 除此之外,刘镪东心底也很震惊,他了解过市面上的快递公司,眼下快递业务在国内还是一个刚刚启蒙的行业,大部分国人的信件及物流需求都是通过邮政来解决,邮政的平邮、挂号信就已经占据了全国包裹信件总量的80%以上,除此之外,邮政还有ems这个快递服务,所以整体看下来,民营快递行业的市场并不大。 Actually, China logistics industry although in the future is an excessively obese abnormal product, without the rise of e-Commerce, 1.3 billion population the demand of China to logistics transportation is not enough to expedite so many logistics express companies of all forms, at present does not have e-Commerce to boost, private express company again awesome, has the residual food left over in the downstream of postal service. 其实,华夏的物流行业虽然在未来是一个过度肥胖的畸形产物,如果没有电子商务的崛起,十三亿人口的华夏对物流运输的需求根本不足以催生出那么多形形色色的物流快递公司,眼下还没有电子商务助力,民营快递公司再牛逼,也不过就是在邮政的下游吃点残渣剩饭而已。 Now the home on four is the good private express company, ZJS Express in the fame, scale and area, is no.1 that deserves, next is STO Express and YTO Express as well as SF Express, SF Express now is quite famous in the south, but has not operated truly the national business, thick product stage at being well-prepared, but remaining three turn into one at present, this news lets Liu Qiangdong intense. 现在国内就四家算是不错的民营快递公司,宅急送在名气、规模以及覆盖面积上,是当之无愧的no.1,其次就是申通和圆通以及顺丰,顺丰现在在南方比较出名,但是还没有真正运作全国业务,处在厚积薄发的厚积阶段,而剩下三家眼下都变成了一家,这个消息让刘镪东紧张不已。 In light of the evil intention that Chen Ping releases faintly, Liu Qiangdong thought suddenly the Taobao net might be planned, but how he did not think clearly, planned the Taobao net, why can be ZJS Express. 结合陈坪隐隐释放出来的恶意,刘镪东忽然觉得淘宝网有可能被人算计了,但是他怎么都想不明白,算计淘宝网的,为什么会是宅急送。 Liu Qiangdong exploratory said to Chen Ping: „Chen Zong | Chief Chen conforms with STO Express and YTO Express now, the bearing capacity of entire logistics system will definitely have the large promotion, that in this case, with the Taobao net cooperation is appropriate, we will welcome a net to sell the peak immediately, if we cooperate, certainly can realize win-win.” 刘镪东试探性的对陈坪说:“陈总现在整合了申通和圆通,整个物流体系的承载能力肯定会有大幅提升,那这种情况下,和淘宝网合作是再合适不过的了,我们马上会迎来一个网销高峰,如果我们合作,一定可以实现双赢。” Liu Qiangdong has traded the repertoire, he did not have to say again purchase or merger and acquisition, he only said the cooperation, probed the Chen Ping rumor. 刘镪东已经换套路了,他没有再说收购或者并购,他只说合作,试探一下陈坪的口风。 Chen Ping mysterious unpredictable smiling, said at this time: „Chief Liu, we may place in the key energy the resource integrations of three companies in the future, possibly did not have the means in this aspect with your firm cooperation.” 陈坪这个时候神秘叵测的笑了笑,说:“刘总,我们未来可能会把重点精力放在三家公司的资源整合上,可能没办法在这方面跟贵公司合作了。” Liu Qiangdong although is stunned, but does not feel unexpected, in his subconscious had thought that Chen Ping will reject itself. 刘镪东虽然错愕,但却不觉得出乎意料,他潜意识里已经觉得陈坪会拒绝自己了。 Liu Qiangdong traded a repertoire again, asked him: „Since Chen Zong | Chief Chen in merging to be interested, that might as well did say your idea probably?” 刘镪东再次换了个套路,问他:“既然陈总对并购感兴趣,那不妨大概说说你的想法？” Chen Ping uses that strange look looks at Liu Qiangdong again, mysterious smiling, said later: „Chief Liu, if really chatted the regulation of merger and acquisition, that was not I chatted with you, was my parent company Executive comes to chat with you.” 陈坪再次用那种诡异的眼神看着刘镪东,神秘的笑了笑,随后说:“刘总,如果真聊并购的细则,那就不是我跟你聊了,得是我的母公司老总来跟你聊。” „Parent company?” Liu Qiangdong thought that the brain is insufficient, isn't ZJS Express the private business that Chen Ping founds? Probably without was purchased by whom, how also to pull a parent company? Moreover this Chen Ping also is really enough damn, always the mysterious speech says half, covered up is not simple. “母公司？”刘镪东觉得脑子都不够用了,宅急送不是陈坪创建的私企吗？好像没被谁收购啊,怎么还扯出一个母公司来？而且这个陈坪也真是够操蛋的,总是神秘兮兮的说话说一半,遮遮掩掩的一点都不干脆。 Chen Ping felt own upholstery was also similar, finally is willing to speak frankly, said to Liu Qiangdong with a smile: „ZJS Express had accepted Hangzhou Alibaba merger and acquisition agreement a while ago, the present is Ali's affiliated wholly-owned subsidiary, STO Express with YTO Express is also same, if Chief Liu wants to chat the matter that further cooperates thoroughly, I can help your Ali's Chief Ma chat.” 陈坪觉得自己铺垫的也差不多了,终于舍得打开天窗说亮话,笑着对刘镪东说:“宅急送前段时间已经接受了杭州阿里吧吧的并购协议,现在是阿里旗下的全资子公司,申通和圆通也是一样,如果刘总想聊一聊进一步深入合作的事情,我可以帮你约阿里的马总过来聊一聊。” Ali! So that's how it is! 阿里！原来如此！ Liu Qiangdong at heart thump, all questions and puzzled in this moment universality of contradictions. 刘镪东心里咯噔一下,所有的疑问和不解都在这一刻茅塞顿开。 Originally is Ali causes trouble in the back, before Ali's Boss Ma, has wanted to meet with Li Mu, seems like interested in the Taobao net, but Li Mu has towed not to meet with them, didn't expect they have taken these express companies now. 原来是阿里在背后作祟,阿里的马老板之前就一直想跟李牧见面,似乎是对淘宝网非常感兴趣,不过李牧一直拖着没跟他们见面,没想到他们现在已经把这几家快递公司都拿到手了。 Present Ali, is bigger than the Taobao net to be many by the company and business volume affirmation, at least already estimate value hundreds of millions dollars, but with Muye Science and Technology compared with the words must miss on an echelon, but Liu Qiangdong had studied the Alibaba back capital, majority is the overseas V investment banks, for example Goldman Sachs and Softbank, collect the Asian fund wait/etc, the helmsmen of these big investment banks hold a favorable view on Chief Ma, naturally also supports to Boss Ma, therefore Boss Ma, so long as is willing to finance, does not certainly lack the cash, but at present the express company is unworthy several money, Boss Ma first receives the terminal industry of express company layout e-Commerce, absolutely is very wise one move.. 眼下的阿里,论公司和业务规模肯定大过淘宝网很多,至少已经估值几亿美金,但是跟牧野科技比的话还是要差上一个梯队,不过刘镪东曾经研究过阿里吧吧的背后资本,大部分都是海外v投行,比如高盛、软银、汇亚资金等等,这些大投行的掌舵人对马总都非常看好,对马老板自然也非常支持,所以马老板只要愿意融资,就一定不缺现金,而眼下快递公司又不值几个钱,马老板先收快递公司布局电子商务的末端产业,绝对是非常高明的一招。 Since all are Boss Ma in back planning strategies, Liu Qiangdong also understands that at present chats not to need not to have the significance with Chen Ping again, this matter is not Chen Ping can decide that is also not can decide that the Boss Ma future is bad, this was must break off the wrist/skill with Li Mu directly. 既然一切都是马老板在背后运筹帷幄,刘镪东也明白眼下跟陈坪再聊下去已经没有必要也没有意义了,这件事情已经不是陈坪能决定的,也不是自己能决定的,马老板来者不善,这是直接要跟李牧掰手腕了。 When Liu Qiangdong and Chen Ping smalltalk several, then found the excuse to say goodbye to leave, leaves Chen Ping has not forgotten to remind him: „If there is a demand in merger and acquisition, Chief Liu can communicate with Chief Ma directly, without Chief Ma contact details, can ask me to want.” 刘镪东和陈坪客套了几句,便找借口告辞离开,离开时陈坪还不忘提醒他:“如果有并购方面的需求,刘总可以直接跟马总沟通,如果没有马总的联系方式,可以找我要。” Chen Ping keeps aloof and performs makes Liu Qiangdong at heart quite discontented in the appearance of grasping, but the professional accomplishment lets he very polite nod, said: „Has to need certainly to relate with Chen Zong | Chief Chen.” 陈坪一副高高在上、尽在掌握的样子让刘镪东心里颇为不满,但职业素养还是让他非常礼貌的点了点头,说:“有需要一定跟陈总联系。” Then, takes a step to leave. 说完,迈步离开。 The ZJS Express front door, Liu Qiangdong gives Li Mu to telephone immediately, situation 1510 reports with Li Mu. 一出了宅急送的大门,刘镪东立刻给李牧打电话,把情况一五一十的跟李牧汇报。 Matter is not wonderful, moreover is big is not wonderful, Liu Qiangdong did intentionally a moment ago calmly, but has somewhat been scared at heart, Boss Ma grasps now few express resources, if brings to coerce the Taobao net, then Taobao net in the future development may probably encounter the bottleneck immediately, moreover he most is worried had not been caught the neck by Boss Ma, if the opposite party surrounds the blockade rather than the proactive attack, the Taobao net can certainly find the say/way of breaking through to solve the problem, he feared that feared Boss Ma surrounds the blockade not only, but must launch the frontal attack, if he takes advantage of the terminal resources counter- to do with the Taobao net same 2 e-Commerce platform excessively, That Taobao net may trouble! 事情不妙,而且是大大的不妙,刚才刘镪东只是故作镇定,但是心里早就有些慌神,马老板拿住现在为数不多的快递资源,如果拿过来要挟淘宝网,那么淘宝网再往后的发展可就要立刻碰到瓶颈了,而且他最担心的还不是被马老板卡住脖子,如果对方只是围堵封锁而不是主动进攻,淘宝网一定可以找到突围之道来解决问题,他怕就怕马老板不光是围堵封锁,还要发动正面进攻,如果他利用末端资源反过头去做和淘宝网一样的二电子商务平台,那淘宝网可就麻烦了！ Boss Ma makes 2 to have the natural advantage, his Alibaba net has revolved for many years, above has massive small and medium-sized enterprises, made so many year of Boss 2 Boss, the enterprise resource that in Boss Ma precipitated has been able to say richly, in his hand had massive e-Commerce upstream resources, but the express logistics was the e-Commerce downstream resources, now he has also taken, if coerced inadequately, he will be very likely makes oneself e-Commerce using the upstream and downstream resources, he had the upstream also to have the downstream, making the middle reaches industry nature was like a fish in water, the Taobao net is to currently have the upstream, has the middle reaches, but the downstream did not pass. The words will certainly erupt the catastrophic consequence. 马老板做二是有天然优势的,他的阿里吧吧网已经运转多年,上面有大量的中小企业,做了这么多年b二b,马老板手里沉淀的企业资源已经非常丰富可以说,他手里掌握了大量电子商务的上游资源,而快递物流属于电子商务的下游资源,现在他也已经拿到手中,如果要挟不成,他极有可能会利用上游和下游资源来做自己的电子商务,他有上游也有下游,做中游产业自然如鱼得水,淘宝网现在是有上游、有中游,但是下游不通的话一定会爆发出灾难性的后果。 Li Mu in the telephone heard that this news is also the startled dumbfoundedness, considering everything not to have calculated that Boss Ma was so unexpectedly decisive acted, oneself also want to press him to meet with him some time again, didn't expect suppressed the meeting time but not to suppress his moving restlessly heart, in such short time, he has grasped can threaten oneself downstream resources. 李牧在电话里听说这个消息也是惊的目瞪口呆,千算万算没算到马老板竟然这么果断就出手了,自己还想压他一段时间再跟他见面,没想到自己压住见面时间但没有压住他那颗躁动的心,这么短的时间里,他就已经掌握了能够威胁自己的下游资源。 Oneself have thought now has logistics system is too early on the construction, moreover burns money, but he is the experience quickly hands over the industry gold ten years of development process, to be honest, makes him acquire ZJS Express this company from the beginning, he not necessarily can take a liking, he wants to make oneself SF Express, even makes an own Federal Express, therefore he delayed the rhythm of starting logistics construction temporarily, is thinking next year again, didn't expect such a hesitates, immediately is held the weakness by Boss Ma. 自己一直觉得现在就筹建自有物流系统太早,而且太烧钱,而他是经历过快递行业黄金十年发展历程的,说实话,一开始让他去收购宅急送这种公司,他未必瞧得上,他很想做一个自己的顺丰,甚至做一个自己的联邦快递,所以他暂时延缓了上马物流建设的节奏,想着明年再着手,没想到就这么一迟疑,立刻被马老板抓住了弱点。 Li Mu is at heart annoying, he and Liu Qiangdong has the same worry, he knows Boss Ma to retail e-Commerce holds to read, he worried that Boss Ma blocks own neck, threatens itself to make the huge concession, he also worried that Boss Ma simple racket thigh do, e-Commerce and Portal website is different, the current capacity is not the most important part, therefore oneself, even if blocks the Boss Ma e-Commerce platform comprehensively, he can find the other say/way of breaking through as before, moreover he has the upstream and downstream resources, really does, speed not slow many of start. 李牧心里懊恼,他和刘镪东有着一样的担心,他知道马老板对零售电子商务的执念,他担心马老板扼住自己的脖子,威胁自己做出巨大让步,他也担心马老板干脆一拍大腿自己干,电子商务和门户网站不一样,流量并非是最重要的一环,所以自己就算全面封杀马老板的电子商务平台,他依旧能够找到其他的突围之道,而且他有上游和下游资源,真干起来,起步的速度不会比自己慢多少。 The express this e-Commerce terminal link, seems like quite low-end, but the importance is high, if the Taobao net could not find the say/way of breaking through, can only use the postal service digestion, will then inevitably bring the huge harm to the user experience, if the similar purchasing behavior, needs one week of logistics cycle happening in the Taobao net, the platform in Boss Ma only needs three days, that was similar, even if in oneself hand that the user of how long Taobao net could not want to run also had YY to be useless, otherwise Tencent previous life why couldn't do e-Commerce? QQ is not multipurpose, YY is also same. 快递这种电子商务的末端环节,看起来好像比较低端,但是重要性却非常高,如果淘宝网找不到突围之道,只能利用邮政消化,那么势必会给用户体验带来巨大的伤害,如果同样的购买行为,发生在淘宝网需要一个星期的物流周期,发生在马老板的平台上只需要三天,那要不了多久淘宝网的用户就会跑的差不多了,就算自己手里还有yy都没有用,否则腾训上辈子为什么自己一直干不起来电子商务？qq不是万能的,yy也是一样。 Li Mu made Liu Qiangdong come back to say again, made the telephone call, oneself start to accelerate to ponder that immediately present aspect, ZJS Express, STO Express and YTO Express were almost in the present private express enterprise can take several of making a move only, was left over SF Express one besides their three, Li Mu Browsing searched for a SF Express related news, discovered that present SF Express almost also has no too big popularity, but actually already had the suitable fame and market share in Pearl River Delta and Hong Kong and Macao regions, what now SF Express most excels was the short distance express, the long-distance express business has not developed truly. 李牧让刘镪东回来再说,挂了电话,自己立刻开始加速思考眼下的局面,宅急送、申通、圆通几乎是眼下民营快递企业里唯一能拿出手的几个了,除了他们三家还剩下顺丰一个,李牧上网搜了一下顺丰相关的新闻,发现现在的顺丰几乎还没什么太大的知名度,不过却已经在珠三角和港澳地区有了相当的名气和市场份额,现在顺丰最擅长的是短途快递,中长程快递业务还没有真正开展。 But SF Express Li Mu does not bring to think that basically, on the one hand is present SF Express has not started the national layout, Wang Wei should still receive the power struggle in the positive investment, looking for the SF Express cooperation is slow aid will not help in an emergency, moreover Wang Wei this person is also a business best awesome character, even if now receive SF Express, he is still not necessarily able to agree, wrangled with the awesome person certainly is the protracted war, at the development speed of present Taobao net, logistics possible a half year do not gasp for breath. 可是顺丰李牧基本不带想的,一方面是现在的顺丰还没有开始全国布局,王伟应该还在积极的投入收权斗争,找顺丰合作是远水解不了近渴,另外王伟这个人也是商界一个顶呱呱的牛逼人物,现在就算自己收顺丰,他也未必会同意,跟牛逼人扯皮一定是持久战,以眼下淘宝网的发展速度,物流方面可能等不过半年时间就要喘不过气了。 If from the e-Commerce longer-term perspective, the logistics company is doomed to all flowers bloom together, the blockade of Boss Ma could not support too for a long time, but the Li Mu private capital planned Construction logistics to require the time, feared that feared Taobao could not wait for all flowers blooming together of logistics industry, feared that Boss Ma made e-Commerce website, hangs the fruit that the e-Commerce domain congealed on his own tree top. 如果从电子商务的长远角度,物流公司注定是要百花齐放的,马老板的封锁也支撑不了太长时间,但是无论是李牧还是民间资本筹建物流都需要时间,怕就怕淘宝等不及物流行业的百花齐放,更怕马老板自己做电商网站,把电商领域凝结的果实挂在他自己的枝梢上。 At present also has postal service national capital big brother to depend on luckily, Boss Ma awesome, the capital relations are again strong, not possible to receive the postal service, at present can only first develop the resources of postal service as far as possible, then immediately starts to seek for the solution. 眼下幸好还有邮政这个国资大哥可以依托,马老板再牛逼,资本关系再强,不可能把邮政收了,眼下只能先尽可能开发邮政的资源,然后立刻开始着手寻找解决之道。 Actually Li Mu has the answer at heart, in this case, true solution one: Makes own logistics, moreover must do makes the home most awesome logistics! 其实李牧心里已经有了答案,这种情况下,真正的解决之道只有一个:做自己的物流,而且要做就做国内最牛逼的物流！ ( To be continued.) (未完待续。)
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