RINAPE :: Volume #6

#581: Logistics grand blue

LNMTL needs user funding to survive Read More

After Liu Qiangdong comes back, Li Mu draws him to go into the office immediately the intense discussion analysis. 刘镪东回来之后,李牧立刻拉着他扎进办公室里紧张的讨论分析。 Regarding today's bitter experience, Liu Qiangdong was mad unbearably, is actually planned by Boss Ma today in the final analysis, he calculates early the Taobao net will seek for the breakthrough on the logistics link, therefore he under the arrange/cloth this board game piece has been waiting. 对于今天的遭遇,刘镪东气得够呛,今天说到底其实就是被马老板算计了,他早算到淘宝网会在物流环节上寻找突破,所以他早就布下这颗棋子等着自己了。 However the vitality/angry turns over to the vitality/angry, his professionalism truly is not a lid, comes back to discuss with Li Mu, the analysis to the present situation said to Li Mu system oneself. 不过生气归生气,他的专业素养确实不是盖的,一回来就跟李牧商讨,把自己对眼下情况的分析跟李牧系统的说了一下。 Liu Qiangdong to unusual is accurate, he who the present situation looks is like Li Mu, worry is not Ali takes the logistics to block the neck of Taobao net, but was worried that Ali constrains the speed that the Taobao net develops with the logistics, then self development C2C e-Commerce, looked like on race track to be broken the tire by opponent, the race car all-round strength and technical specification of although opposite party is far less than you, but changed the time of tire taking advantage of you, he has surpassed to your front. 刘镪东对眼下局势看的非常准确,他跟李牧一样,担心的不是阿里拿物流来扼住淘宝网的脖子,而是担心阿里用物流拖住淘宝网发展的速度,然后自己发展C2C电子商务,就像是赛车场上被对手扎破了轮胎,虽然对方的赛车综合实力和技术指标远不如你,但借着你换轮胎的时间,他就已经超到你的前面了。 Two people exchanged a view, discovered that each other view is similar, the Liu Qiangdong self-examination said: „This matter is my being deficient in carrying out one's responsibility, without paying attention to the movement of Ali.” 两人交换了一下意见,发现彼此的看法差不多,刘镪东自我检讨道:“这件事是我的失责,没有关注到阿里的动作。” Li Mu nods: „If deficient in carrying out one's responsibility, you definitely have certain responsibility, considered that the issue is not very comprehensive, without taking seriously the trend of terminal industry, not only you, I am also responsible, if I agreed sooner you from the idea of Construction logistics, what perhaps first received ZJS Express and STO Express and YTO Express is we rather than Ali, but says now after these can only remind us pays attention, cannot solve the present problem, therefore we must think well how the present difficulty should cross solves the problem that and how get it over and done.” 李牧点点头:“如果说失责,你肯定有一定的责任,考虑问题不够全面,没有重视末端行业的动向,不只是你,我也有责任,如果我早些同意你自建物流的想法,或许先收了宅急送和申通、圆通的是我们而不是阿里,不过现在说这些只能提醒我们以后注意,解决不了眼下的问题,所以咱们还是得好好想想,眼下的难关该如何渡过、如何一劳永逸的解决问题。” Liu Qiangdong asked Li Mu: „You thought that now receives SF Express to be feasible? SF Express is quite neat in the southern developed area network, if we take SF Express, purchases several motorcades that from the north again makes large amount of logistics transportation, the both sides soft and hard union, should be able to solve some problems.” 刘镪东问李牧:“你觉得现在收顺丰可行吗？顺丰在南方发达地区网络已经比较齐整了,如果我们拿下顺丰,再从北方收购几个做大宗物流运输的车队,双方软硬结合,应该还是能够解决部分问题的。” Li Mu said: „Ali not possible didn't expect SF Express, but they have not taken SF Express, I thought that should be the reason that SF Express is not convinced.” 李牧说:“阿里不可能没想到顺丰,但是他们没有把顺丰拿下来,我觉得应该是顺丰不买账的原因。” „Right?” Liu Qiangdong asked that later oneself think, said: „I understood probably a SF Express situation, person who boss Wang Wei is one has the idea, the SF Express beforehand networks are the alliances, now he is busy the round trip drawing, must make the straight camp completely, it is estimated that is a very ambitious person.” “是吗？”刘镪东问了一句,随后自己想了想,说:“我大概了解了一下顺丰的情况,老板王伟是一个非常有想法的人,顺丰之前的网点多是加盟,现在他正忙着往回收拢,要全部做直营了,估计是一个很有野心的人。” Li Mu nods: „Careerist will not be willing to be purchased.” 李牧点点头:“野心家是不会甘愿被收购的。” Liu Qiangdong asked: „Merger and acquisition?” 刘镪东问:“并购呢？” Li Mu shows a faint smile, shows neither approval nor disapproval to the Liu Qiangdong issue, is only said with a laugh: „Do not forget, I am also a careerist.” 李牧微微一笑,对刘镪东的问题不置可否,只是笑着说:“你别忘了,我也是野心家。” Liu Qiangdong understands immediately. 刘镪东立刻懂了。 Li Mu is also a careerist, making him sacrifice the stockholder's rights to merge other companies, he definitely quite repelled, to Li Mu, can spend money the issue that solved little to use the stock as far as possible, otherwise his Muye Science and Technology will not make third round of financing or makes the IPO. 李牧也是野心家,让他牺牲股权去并购其他公司,他肯定是比较排斥的,对李牧来说,能用钱解决的问题尽量少用股份,不然他的牧野科技也不会迟迟不做第三轮融资或者做上市计划。 At this time, Li Mu also said: „Actually you think, even we must merge SF Express now, at the Taobao net present estimate value, merges with what? We newly established for several months, the although aspect is good, but the profitability model clearly has not been clear, the capital market to us the too high estimate value, SF Express is not striving for the power in the interior now, Wang Wei was about to succeed shortly, once he served the purpose, the SF Express estimate value should not be lower than ZJS Express, we merged him with the Taobao stock, will he be glad?” 这时,李牧又说:“其实你想一想,就算我们现在要去并购顺丰,以淘宝网现在的估值,拿什么去并购？我们刚成立几个月,虽然局面不错,但是盈利模式还没有清晰明确,资本市场不会给我们太高的估值,顺丰现在正在内部争权,王伟眼看就快成功了,一旦他达到目的,顺丰的估值应该不会低于宅急送,我们拿淘宝的股份并购他,他会乐意？” Liu Qiangdong nods gently, the Taobao estimate value truly does not have many, wants to merge SF Express, initiates by Taobao is not possible, initiates by Muye Science and Technology has the possibility actually, but Li Mu will definitely not be glad, Muye Science and Technology has therefore gathered the full fuel now the rocket, the Li Mu doom presses is not making it ignite to take off, making Li Mu merge SF Express with Muye Science and Technology, he will be will definitely not be glad. 刘镪东轻轻点了点头,淘宝估值确实没多少,想并购顺丰,以淘宝来发起是不可能的,以牧野科技发起倒是有可能,但是李牧肯定不会乐意,牧野科技现在相当于是已经蓄满燃料的火箭,李牧死命压着不让它点火起飞而已,让李牧拿牧野科技并购顺丰,他是肯定不会乐意的。 Li Mu understood that the Wang Wei situation, wants to receive his possibility to be extremely low at this time, moreover in the bone of Wang Wei also has the e-Commerce gene, he rejected and Boss Ma several times meets, the first-year university student aspect reason was he has also strengthened itself to make the idea of e-Commerce very much, therefore he did not prepare and Ali has the cooperation of any level, but the SF Express start made e-Commerce time, the e-Commerce industry is mature, Wang Wei cannot highlight to encircle tightly in the e-Commerce domain that chaotic, giant stood in great numbers, if the present activates him to make the e-Commerce gene, perhaps crossed his to become God on the contrary ahead of time. 李牧了解王伟的情况,这时候想收他的可能性极低,而且王伟的骨子里也有电商基因,他数次拒绝和马老板见面,很大一方面原因也是他早就坚定了自己做电商的想法,所以他不准备和阿里有任何层面的合作,不过顺丰起步做电商的时候,电商行业已经非常成熟了,王伟没能在混乱不堪、巨头林立的电子商务领域突出重围,不过如果现在激活他做电商的基因,没准反倒是提前渡他成神了。 Moreover, since Boss Ma cannot receive SF Express, oneself planned that what he does make? Has money he not to gain, the blockade Taobao net that therefore he not possible to be in cahoots with Boss Ma, such he cannot obtain any advantage, therefore he should not participate in itself and war between Boss Ma, but obtains without labor fisherman's profit, whoever fights whom, who won, must always deliver goods, SF Express do not meddle, remains silent to get rich that's alright. 而且,既然马老板都没能收得了顺丰,自己去打算他做什么？有钱他不会不赚,所以他不可能和马老板狼狈为奸的封锁淘宝网,那样他得不到任何好处,所以他应该不会参与自己和马老板之间的战争,而是坐收渔翁之利,无论谁跟谁打、谁打赢了,总是要发货的,顺丰别插手,闷声发财就行了。 Li Mu said own idea, Liu Qiangdong also expressed the support. 李牧说出自己的想法,刘镪东也表示赞同。 Immediately, Li Mu pulls out the smoke, loses to Liu Qiangdong one, oneself light one, pulled out an eloquence saying: „I feel us now if first wants, is not we must purchase SF Express, or how to do own logistics, but first principle is clear about some of our also how much time.” 随即,李牧掏出烟来,丢给刘镪东一支,自己点燃一支,抽了一口才说:“我觉得咱们现在首先要想的,不是我们要不要收购顺丰,或者怎么干自己的物流,而是先理清楚我们还有多少时间。” Saying, Li Mu stands up, arrives in front of the blank slate, before pointing , the picture six big city simple schematic drawings, said: „ You looked, the issue that we just delivered goods the means solution that Mango-ME strongly delivered goods with the dispersion, later and all brand manufacturers cooperate can use this pattern, making them give us the stock dispersion, we come to undertake to deliver goods for them, this partially should be not difficult, six cities are insufficient, we disperse to all capitals, can always solve some problems. 说着,李牧站起身来,走到白板面前,指着自己之前画的六大城市简易示意图,道:“你看,我们刚刚用分散发货的办法解决了Mango-ME集中发货的问题,以后和所有品牌厂商合作都可以用这种模式,让他们把库存分散给我们,我们来替他们承担发货,这部分应该是不难的,六个城市不够,那我们就分散到所有省会城市,总是可以解决这部分问题。 At present I most worry that is the Taobao middle-and-small seller, they are found in the whole country, moreover they are the low cost or zero cost operation, we do not have the means to make them give us to make the dispersion to deliver goods the cargo ahead of time, because they also the heavy asset operated in that case, this runs counter with the original intention of Taobao net, therefore their sales need to seek for the express company to cooperate in offline. 眼下我最担心的,是淘宝的中小型卖家,他们遍布全国各地,而且他们本身就是低成本或者零成本运营,我们没办法让他们提前把货物交给我们来做分散发货,因为那样一来他们也得重资产运作了,这就和淘宝网的本意背道而驰,所以他们的销售需要自己在线下寻找快递公司进行合作。 If the middle-and-small seller can only choose the postal service, with the sudden growth of some demands, postal service the ample capacity of EMS gradually will be saturated, the transportation low efficiency, the entire transaction cycle and fund rotation efficiency express will be elongated greatly, if Ali handled the same matter at this time, but the logistics efficiency of Ali Seller is quicker, the entire transaction flow and efficiency substantially is higher than us, in that case, regardless of the user and seller will give up Taobao. 如果中小型卖家只能选择邮政的话,随着这部分需求量的猛增,邮政的EMS的运力会逐渐饱和,运输效率低下,整个交易周期、资金回转效率都会被快递大大拉长,如果阿里这时候做一样的事情,而阿里卖家的物流效率更快、整个交易流程和效率都大大高于我们,那样一来,无论用户和卖家都会放弃淘宝。 Then, the present issue is very simple, from EMS saturated also how long? How long we must first clarify, then according to the specific time look for the solution this time. ” 那么,现在的问题很简单,距离EMS饱和还有多久？我们必须先弄清楚这个时间有多长,再根据具体的时间去找解决办法。” Liu Qiangdong thinks carefully, said: „If not affect our Taobao net own development speed, I thought that the years EMS ample capacity will be most mostly saturated, particularly area the south Pearl River Delta as well as Jiangsu , Zhejiang, because the current data showed, our most seller is centralized in that region.” 刘镪东仔细想了想,说:“如果不影响我们淘宝网自己的发展速度,我觉得最多半年EMS的运力就会饱和,尤其是在南方珠三角以及江浙一带,因为目前的数据显示,我们大部分的卖家都集中在那个区域。” Li Mu nods: „Good, if the aspect can also support the first half of the year reluctantly, we now should not be thrown into confusion, we start to formulate for one -and-a-half years to plan now, solution six months issue, does not have other solutions at present, only solution from Construction logistics, therefore we from start to discuss from the Construction logistics matter directly, the logistics must do, how to do to be able in six months to withstand/top?” 李牧点点头:“好,如果说局面还能勉强撑上半年,那咱们现在就不要乱了阵脚,咱俩现在开始制定一个半年计划,解决半年后的问题,眼下也没有其他的解决之道了,唯一的解决办法就是自建物流,所以咱们就直接从自建物流的事情开始讨论,物流要做,怎么做才能在半年之后顶上来？” Liu Qiangdong said: „If we begin to plan to build our logistics system now, I feared that a half year cannot make a name, like you said that the logistics is a heavy asset item, moreover could not find a method of rapid growth, the car(riage) must buy, person to want moves and networks also to one after another start, six months was too short.” 刘镪东说:“如果我们现在着手筹建自己的物流体系,我怕半年成不了气候,像你说的,物流是一个重资产项目,而且找不到一个快速发展的方法,车要一台一台买、人要一个一个招、网点也要一个一个开,半年时间太短了。” Li Mu said: „Very short, but is not not possible.” 李牧说:“是很短,但是也并非不可能。” Saying, Li Mu is clearing throat, serious and earnest saying: „We establish our logistics company immediately, you throw 10%, I throw 90%, the start first throws 80 million to one hundred million, if the Senior Brother you do not have money is not unimportant on hand, I first fill up for you.” 说着,李牧清了清嗓子,严肃而又认真的说道:“我们立刻成立我们自己的物流公司,你投10%,我投90%,起步先投八千万到一个亿,如果师兄你手头没钱不要紧,我替你先垫上。” Liu Qiangdong nods, such heavy capital are, Li Mu is willing to fill up for oneself, is very tasteful. 刘镪东点点头,这么重的资本自己是出不起的,李牧愿意替自己垫上,已经是非常讲究了。 Li Mu also said at this time: „Registration company the flexibility will be bigger in the future, if later we want to merge SF Express, directly discussed with Wang Wei with the equity share of logistics company, does not need to touch the Taobao stockholder's rights.” 李牧这时候又说:“注册公司将来灵活性更大,如果以后我们想并购顺丰,直接拿物流公司的股权跟王伟谈就可以,根本不需要触及淘宝的股权。” Liu Qiangdong sees Li Mu is so self-confident, day after day latter used the new shell of logistics company to merge SF Express to think, immediately then nods, said: „That pressed you to say came.” 刘镪东见李牧这么自信,连日后用物流公司的新壳子并购顺丰都已经想到了,当即便点了点头,说:“那就按你说的来。” The Li Mu start brain, then said: „Several select me first to stroke, has the objection you to break me.” 李牧开动大脑,接着说:“几个点我先捋一下,有异议你就打断我。” „ First, began to register the logistics company also to start to dig the person, ZJS Express, STO Express and YTO Express although is purchased, but they except for the fixed asset, all staff were live, wants completely all means to lure their executives, best was digs one to dig out a team and block resources comes out, in this case, we only needed to invest money to buy the car(riage) and fishing net point to them, can the rapid construction a network of block, SF Express do not forget, now the war is about to begin, can dig dug to me, under stingy ; “第一,着手注册物流公司并且开始挖人,宅急送、申通、圆通虽然被收购了,但是他们除了固定资产,所有员工都是活的,想尽一切办法去挖他们的高管,最好是挖一个就能挖出一支团队和一个片区资源出来,这样的话,我们只需要给他们投钱买车、建网点,就能够快速搭建起一个片区的网络,顺丰也不要忘了,现在大战在即,能挖的都给我挖过来,下手狠一点; Second, the cooperation of enhancement and postal service, strives to become the strategic partnership of postal service, squeezes the pinnacle the ample capacity of postal service ; 第二,增强与邮政的合作,力争成为邮政的战略合作伙伴,把邮政的运力压榨到极致; Third, plans the Construction logistics base, collection warehousing, sort, pack, load and other functions as one logistics base, depends on the convenience of aviation, railroad and land transportation to consider all the factors , Stage 1 must plan to build five to eight logistics bases across the country, these logistics bases must realize the air trunk line transportation, we express future development core on backing in aviation ; 第三,筹建物流基地,集仓储、分拣、打包、装车等功能于一体的物流基地,依托航空、铁路、陆地运输的便利性来综合考虑,第一阶段就要在全国范围内筹建五到八个物流基地,这几个物流基地一定要实现航空干线运输,我们快递未来的发展核心就依托于航空; Fourth, immediately looks for the relations, first takes the underbelly goods warehouse resources of major airline main arteries, this resources will be our most important of future counterattack ; 第四,立刻找关系,先把各大航空公司主要干线的机腹货仓资源拿到手,这块资源是我们未来逆袭的重中之重; Fifth, looks for the bank relations with the loan, in the future logistics company's all fixed assets will mortgage completely to the bank, as far as possible with the highest lever, stimulates the fund speed of flow and hardware expansion ; 第五,找银行关系拿贷款,未来物流公司所有的固定资产全部抵押给银行,尽可能拿最高的杠杆,把资金流速和硬件扩张盘活; Sixth, looks for Fang Xudong to come, making him select the person from Muye Science and Technology casually, the conformity at present in the market the mature hardware, develops one set of logistics internal management system to me, and opens the foreign inquiry port, our express company must realize the entire informationization operation, the express item from receiving starts, middle each logistics node must input system, and inquired for the user real-time tracking, I must make one set of logistics industry and even in the domestic all industries most awesome informationization system come out! ” 第六,找方旭东来,让他随便从牧野科技挑人,整合眼下市面上成熟的硬件,给我开发一整套的物流内部管理系统,并且开放对外的查询端口,我们的快递公司要实现全信息化运作,快件从收件开始,中间每一个物流节点都要录入系统并且供用户实时跟踪查询,我要做一套物流行业乃至国内所有实业里最牛逼的信息化系统出来！” The Liu Qiangdong hear these six points, a Zhang Hongwei's logistics blueprint has reappeared in the mind. 刘镪东听完这六点,一张宏伟的物流蓝图已经在脑海中浮现。 Li Mu sees him not to raise any objection, said: „They did not receive other express companies, good, we are not interested in these loathsome and complicated second-hand hard assets, we are only interested in their soft assets, therefore we do not acquire any logistics company at present, we do not count all means that to go all out to dig their people and resources, must dig to me! Even if digs their entire frames completely collapses should not be lenient! Then a rapid construction basic framework, then conforms with the logistics base and air cargo resources and information management system, this future the logistics model will be very clear.” 李牧见他没有提出任何异议,开口说:“他们不是收了其他快递公司吗,好,我们对那些拖泥带水、千丝万缕的二手硬资产也不感兴趣,我们只对他们的软资产感兴趣,所以我们眼下不收购任何物流公司,我们不计一切手段、拼命挖他们的人和资源,一定要给我往死里挖！就算把他们的整个框架全部挖塌也不要手软！然后快速搭建一个基础框架,然后整合物流基地、航空货运资源、信息化管理系统,这样的话未来我们的物流模式就很清晰了。” Li Mu more said is more excited, the picture on the blank slate said: „The entire third steps in China geography are the economical most developed area, will be our future most important, you will have a look at the map, north and south the entire third steps the span will be about 3000 kilometers, the latitudinal span will be most also 1000 kilometers, according to the speed of present land transportation, if we will arrange four logistics bases in this big region, basically the largest diameter over 800 kilometers of each coverage scope, will not suppose that we will take the intermediate point to construct, the area that then each logistics base will cover, over 400 kilometers straight distance, such on cannot safeguard to cover most. In area, regardless of which point, with motor transport, by time not over eight hours of logistics base, even is shorter, vice versa.” 李牧越说越激动,在白板上边画边说:“华夏地理上的整个第三阶梯是经济最发达的地区,也是我们未来的重中之重,你看看地图,整个第三阶梯南北跨度不过三千公里,东西跨度最多也就一千公里,按照现在陆运的速度,如果我们在这一大片地域里筹备四个物流基地,基本上每一个覆盖范围的最大直径都不会超过八百公里,假设我们取中间点建设,那么每一个物流基地覆盖的地区,最远都不会超过四百公里的直线距离,这样的话就可以保障覆盖地区内,无论从哪个点出发,采用汽车运输,到物流基地的时间都不会超过八个小时,甚至更短,反之亦然。” „We give the steam to transport to the surface transportation logistics base point downward, the point-to-point transportation between logistics bases and logistics bases gives the aviation, you think, when the entire China third steps, any city to flight time not over four hours of another city, this on behalf of what, this on behalf of our later express item transportation long takes the maximum value is also 8 + 4 + 8, is 20 hours, is counted waiting, sort, pack, processing wait/etc flows again, how can 40 hours solve the problem? If counted the terminal to deliver again, 48 hours basically can also be solved.” “我们把物流基地再往下的点到面运输交给汽运,把物流基地和物流基地之间的点对点运输交给航空,你想一下,整个华夏的第三阶梯里,任何城市到另一个城市的飞行时间都不会超过四个小时,这代表着什么,这代表着我们以后的快件运输时长取最大值也不过就是8+4+8,也就是二十个小时,再算上中间的等待、分拣、打包、处理等等流程,四十个小时怎么都能解决问题了吧？如果再算上末端投递,四十八个小时基本上也就能解决了。” At this point, the Li Mu's cloud of gloom has swept away, even obviously brings several points of excitement , to continue saying: „ Draws an analogy, the logistics base in Guandong near the Guangzhou airport, covered the entire Guandong, Guandong any city on the same day till the express item that afternoon 6 o'clock received, must transport to the Guangzhou logistics base before 2 : 00 am, then before dawn completed the sort, sent seals toward the express items of various logistics bases completely, goes to the express item of some Hebei province city, will prepare to travel by the same day Guangzhou to a Yanjing earliest flight, was loaded into this/should flight in the underbelly goods warehouse to fly to Yanjing ; 说到这里,李牧的愁云已经一扫而空,甚至已经明显带着几分兴奋,继续说道:“打个比方,粤省的物流基地就在羊城机场附近,覆盖整个粤省,粤省任何一个城市当天截止到下午六点钟收到的快件,都必须在当天凌晨二点之前运抵羊城物流基地,然后在天亮之前完成分拣,寄往各物流基地的快件全部封装,前往冀省某个城市的快件,将会准备搭乘当天羊城到燕京最早的一趟航班,被装进该航班的机腹货仓内飞往燕京; Possibly about 9 : 00 am, the airplane in Yanjing landing, the passengers have not gotten off an aircraft on the airplane completely, the cargo that we pack has taken out from the cargo hold, delivers to nearby logistics base unpacking to sort , all Yanjing local express items must load a car to deliver to the urban district before 12 : 00 pm, the express items of other peripheral cities must in the noon 12 firing in bursts car(riage)s, before the 8 : 00 pm, can arrive in any city that the Yanjing base covers, as the matter stands, the express items between a large number of skeleton line cities can realize through the aviation reach next day, the skeleton line peripheral express item can also realize reaches the next day, if we can achieve this effectiveness, we. Not can only solve at present all problems, but can also found logistics new times! ” 上午 9 点左右,飞机在燕京落地,可能在机上乘客都还没有完全下机的时候,我们打包的货物就已经从货舱取出,送到附近的物流基地拆包分拣了,这其中,所有燕京本地的快件要在中午12点之前装车送到市区,周边其他城市的快件也要在中午十二点发车,晚上 8 点之前就能抵达燕京基地覆盖的任何一个城市,这样一来,相当一部分干线城市之间的快件可以通过航空实现次日达,干线周边的快件也可以实现隔日达,如果我们能达到这个时效性,我们不但能解决眼下所有的问题,还能开创一个物流新时代！”
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