ROEWR :: Volume #10

#936: insurance two struggle one


LNMTL needs user funding to survive Read More

May 1 . 5月1号。. The Carrefour world presidents will soon rush to Huaxia, news classics and commentaries leave, caused many people to pay attention. 家乐福全球总裁即将赶赴华夏,消息一经传出,就引起了不少人注意。 Naturally, attached great importance to is the people of retail. 当然,重视的都是零售行业的人。 Causes the issue milk power incident and distant micro blog that most people focus on truly finances the successful matter. 真正引起大多数人关注的还是问题奶粉事件和远方微博融资成功的事。 The distant place started financing from 19 07, came to the end until May 08 officially. 远方从07年就开始了融资,直到08年5月才正式告一段落。 Has saying that the time is long enough. 不得不说,持续的时间够长。 Naturally, Li Dong has not waited in vain. 当然,李东也没白等。 07 years of micro blog estimate value 100 million dollars, this half year of time, the micro blog value rises more than ten times, converted the Renminbi to be close to 10 billion Renminbi. 07年微博估值1亿美金,这才半年的工夫,微博价值上涨十多倍,换算成人民币都接近百亿人民币了。 But the matter of issue powdered milk, after these days fermentation, developed **. 而问题奶粉的事,经过这几天的酝酿,也发展到了**。 For these days, at that time led the family that the child inspected, the testing report to come out one after another. 这几天,当时带孩子检查的家庭,检测报告陆陆续续出炉。 According to a rough statistics, the probably 10,000 babies accepted the diagnosing and treating consultation. 据粗略统计,大概有1万婴儿接受了诊疗咨询。 The babies and infants who and at present is hospitalized are over 2000 people, the diagnosis have 3 people that is sick, others are still making the further examination. 其中目前住院的婴幼儿超过2000人,确诊已经患病的有三人,其他人还在做进一步检查。 The proportion is not big, however the matter was actually exploded as before. 比例不算大,然而事情却依旧被燃爆。 Diagnoses 3 people, indeed is not many. 确诊三人,的确是不多。 May also prove, the issue powdered milk truly meets the pathogenesis and even lethal! 可也证明了,问题奶粉确实会致病乃至致死! If not the distant place blows out the news ahead of time, their continuation makes the child use, the next diagnosis is sick can be the child? 如果不是远方提前爆出消息,他们继续让孩子使用下去,下一个确诊患病的会不会是自家孩子? The first death can be own child? 第一个死亡的会不会是自己的孩子? Thinks of this consequence, innumerable guardian lingering fear. 想到这种后果,无数家长都后怕不已。 Suddenly, on the network, media attack to various supermarket and dairy products enterprise is unceasing, several million people appealed to severe punishment murderer! 一时间,网络上、媒体上对各家超市和乳制品企业攻击不断,数百万人呼吁严惩“杀人凶手”! Yes, at this moment, everyone regarded the murderer to treat these enterprises. 是的,这一刻,大家都将这些企业当成了杀人凶手来对待。 Several big supermarkets and milk product enterprises were advanced above the keenest struggle, the business suffers a disastrous decline. 几大超市和奶制品企业都被推到了风口浪尖之上,生意一落千丈。 Only Yuanfang Supermarket, became everyone's only trust object at this time. 唯独远方超市,在这时候成了大家唯一的信任对象。 In April, Yuanfang Supermarket sales volume rises significantly. 4月份,远方超市销售额大幅度上扬。 Before then, Yuanfang Supermarket moon/month sales volume about 4 billion, but in April counts, although the specific data has not come out. 在这之前,远方超市月销售额在40亿左右,而4月份统计下来,尽管具体数据还没出来。 However approximate data Li Dong had actually known, in April Yuanfang Supermarket sales volume should break through 5 billion. 不过大致数据李东却是已经知道了,4月份远方超市销售额应该突破了50亿。 Three in April, but supermarket off season. 要知道,三四月份可是超市淡季。 At this time, Yuanfang Supermarket was over 5 billion sales volumes unexpectedly, surpasses in March 25, simply is the unimaginable matter. 在这时候,远方超市居然达到了50亿以上的销售额,超过3月份25,简直就是不可想象的事。 But the distant place actually achieved. 而远方却是做到了。 In April China Resources and hundred joint sales volumes, Li Dong is not clear temporarily. 4月份华润和百联的销售额,李东暂时还不清楚。 But two sales volumes, Li Dong actually knows in March. 可3月份两家的销售额,李东却是知道的。 In March, hundred unite at 6 billion sales volumes leads, China Resources followed, the distant place ranked third at 4.5 billion sales volumes in the supermarket chain industry at that time, the 4 billion th sales volumes. 3月份,百联以60亿的销售额遥遥领先,华润以45亿的销售额紧随其后,当时远方在连锁超市行业中排名第三,40亿的销售额。 In April does not know the result although, but Li Dong knows, two have not definitely risen, even there are to slide is uncertain. 4月份尽管不知道结果,可李东知道,两家肯定没涨,甚至有下滑也不一定。 Hundred unite that side, the distant place should unable to exceed, may hang dozen of China Resources, should be steadily. 百联那边,远方应该无法超越,可吊打华润,应该是稳稳的。 Exceeds China Resources in the off season, perhaps the gold content is not too big, does not represent not to have the gold content. 在淡季超越华润,也许含金量不是太大,可不代表没有含金量。 If continues, this year the distant place exceeded Vanguard to be the affirmative matter. 如果这么继续下去,今年远方超越华润万家应该是肯定的事了。 ...... …… In office. 办公室中。 Li Dong, Sun Tao, the Yuan Chengdao three people are smoking. 李东,孙涛,袁成道三人正在抽烟。 The smog winds around, Yuan Chengdao somewhat sighs with emotion: „ After last year won Su fruit, I thought that wants to exceed China Resources, at least also wants two to three years. 烟雾缭绕中,袁成道有些感慨道:“去年赢了苏果之后,我觉得想要超越华润,起码还要两到三年的时间。 Shortly after this celebrates the new year, in the first half of the year has not passed, our moon/month sales exceeded that side China Resources. 没想到,这才过完年不久,上半年还没过去,我们的月销售就超越了华润那边。 Over the past 4 months, in January February was the busy seasons, in addition at that time the reason of heavy snow, our supermarket business originally good, they did not miss many compared with China Resources. 过去4个月,1月2月都是旺季,加上那时候大雪的缘故,我们的超市生意本来就好,不比华润他们差多少。 The late shop starts doing business one after another, in addition in April the counterattack, 4 months later, our total sales volumes should break through 20 billion. 后期门店陆陆续续开业,加上4月份逆袭,四个月下来,我们的总销售额应该突破了200亿。 According to this progress develops, even if this year we do not expand, 08 years of supermarket year sales volumes should also over 60 billion. 按照这个进度发展,今年我们哪怕不扩张,08年的超市年销售额应该也超过600亿了。 Cannot believe! ” 不敢相信啊!” Nearby Sun Tao said: „ 07 years, China Resources year earning 100 billion, but this is their total earnings, but retail, 07 years of China Resources just achieved 50 billion. 一旁的孙涛接话道:“07年,华润集团年度营收1000亿,但是这是他们的总营收,但是零售方面,07年华润刚刚达到500亿。 Hundred united that side last year retail earning is 87 billion. 百联那边去年零售方面营收为870亿。 This year's words, I thought that China Resources are most also about 60 billion, hundred unite could achieve 100 billion. 今年的话,我觉得华润最多也就600亿左右,百联可能要达到1000亿。 Exceeds China Resources, the difficulty should not be big, hundred joint words...... ” 超越华润,难度应该不大了,百联的话……” Sun Tao has not continued, exceeding hundred unite the difficulty is big, even said is hopeless. 孙涛没继续说下去,超越百联难度还是不小的,甚至说没戏。 40 billion earning disparities, were equivalent to reconstruction most Yuanfang Supermarket. 400亿的营收差距,相当于重建大半个远方超市了。 This disparity, is not several brave words can level. 这种差距,不是几句豪言壮语就能抹平的。 Li Dong at the annual meeting said that this year the supermarket must make first, now looks like, the first difficulty is too big, second should be ninety percent sure. 李东在年会上说今年超市要做第一,现在看来,第一难度太大,第二应该是十拿九稳。 Less than five years of time, achieves the national supermarket chain second, Sun Tao satisfied, Yuan Chengdao actually also satisfies. 五年不到的时间,做到全国连锁超市第二,孙涛满足了,袁成道其实也满足。 The entire distant group, almost satisfied. 整个远方集团,几乎都满足了。 Only Li Dong some are dissatisfied. 唯独李东有些不满足。 Li Dong thinks saying: If we then do take Carrefour?” 李东想了想道:“如果我们接下来拿下家乐福呢?” Yuan Chengdao shakes the head saying: „ Only if takes over the shop in their nation region, after all last year Carrefour total earning also 30 billion, if this year changes the signboard of distant place completely, taking this opportunity, could break through 40 billion scales. 袁成道摇头道:“除非接手他们全国区域的门店,毕竟去年家乐福总营收也才300亿不到,今年如果全部改换成远方的招牌,借着这次机会,也许能突破400亿的规模。 At that time, supermarket year earning broken 100 billion hopeful. 那时候,超市年营收破千亿有希望。 However, accepts Carrefour Nation Region Shop, this difficulty was too big. 但是,接受家乐福全国区域门店,这难度太大了。 First, we and both sides have the shop to superpose, can truly by the shop that we absorb , about 80, occupies 2/3 of Carrefour Shop probably probably. 第一,我们和双方有门店重合,真正能被我们吸纳的门店,大概也就在80家左右,大概占据家乐福门店的三分之二。 If wants to take over these 80 shops, other difficulties first did not discuss, is only the purchase fund is the astronomical figures. ” 如果想接手这80家门店,其他难度先不谈,光是收购资金就是个天文数字。” At this time, the Huaxia retail did not have such large-scale acquisition. 这时候,华夏零售行业还没这么大规模的并购案。 Li Dong who however the rebirth comes back knows actually one time, 14 years of China Resources merges Tesco. 不过重生回来的李东倒是知道一次,14年华润并购乐购。 At that time, the Tesco Shop quantity and Carrefour were similar, the sales volume was also similar. 那时候,乐购门店数量和家乐福差不多,销售额也差不多。 Finally China Resources merged the opposite party at 22 billion HK dollars price, naturally, this is the data that China Resources gives, not necessarily is accurate. 最终华润以220亿港元的代价并购了对方,当然,这是华润给出的数据,不见得准确。 Moreover at that time was not the thorough merger and acquisition, was Tesco and China Resources established the joint venture. 而且当时也不是彻底并购,是乐购方面和华润成立了合资公司。 Also, at that time the brand value of Tesco also calculates is one of them. 还有,当时乐购的品牌价值也算在其内。 However, said no matter how, wants to merge Carrefour to surpass 2/3 businesses in Huaxia, 7,000,000,000-8,000,000,000 have not done not even think about it. 但是,不管怎么说,想要并购家乐福在华夏超过三分之二的业务,没个7,000,000,000-8,000,000,000想都不要想。 Perhaps must, the Carrefour tight squeeze, the reputation be seriously battered slightly lowly after all now. 也许要稍微低一点,毕竟现在家乐福处境困难,名声遭受重创。 However the high and low disparity should not be big, guarantees a minimum 7 billion to have. 不过上下差距应该也不会太大,保底70亿是少不了的。 To the current distant place, the difficulty is not general big. 对目前的远方而言,难度不是一般的大。 Li Dong is knocking the table gently, thinks saying: „ If really took over had not superposed the region, was these about 80 shops. 李东轻轻敲着桌子,想了想道:“如果真的接手了未重合区域,也就是这80家左右的门店。 In addition at present we in Shanghai, the expansions of Yu Sheng, mountain city several places, you say, at the end of the year 100 billion earnings are difficult? ” 加上目前我们自己在沪上、豫省、山城几地的扩张,你们说,年底千亿营收难吗?” Sun Tao hears word calculated evil ways: „ Some difficulties, but the difficulty is not too big. Moreover you said the second half of the year before, we will also conduct a number of expansions, if can catch up before 08 years ended, put into service part. 孙涛闻言盘算了一下道:“有些难度,不过难度不算太大。而且您之前说下半年,我们还会进行一批扩张,要是能赶在08年结束之前,投入运营一部分。 100 billion words, I thought that has very high hope. ” 千亿的话,我觉得有很大希望。” Nearby Yuan Chengdao somewhat added bitterly and astringently: „ If merges Carrefour these shops to need 8 billion, moreover in Shanghai and mountain city these places, complete the construction also to want 2 billion at least. 一旁的袁成道有些苦涩地补充道:“假如并购家乐福这些门店需要80亿,另外沪上和山城这些地方,完成建设起码还要20亿。 Was not the second half of the year expansion, in the first half of the year we must invest 10 billion on the supermarket enough. 就不算下半年的扩张了,上半年我们在超市上面还要投资100亿才够。 Previous time Li sold out the hundred degrees celsius stock, raised 700 million funds. 上次李总卖掉了百度股票,筹集了7亿资金。 The supermarket, will gain to calculate over the next several months, puts together also about 2 billion. 超市这边,未来几个月盈利算进去,加在一起也才20亿左右。 Therefore, the synthesis calculates, wants to merge Carrefour, this sum of money must take completely additionally, among 8 billion. ” 所以,综合算下来,想要并购家乐福,这笔钱完全就得额外拿出来,80亿之间。” Saying, Yuan Chengdao considered that one can say: „ Perhaps Li, we do not use such great writer, annexed them in the business of Huadong District, I thought that should be similar. 说着,袁成道考虑一会道:“李总,或许我们不用这么大手笔,吞并了他们在华东区的业务,我觉得应该差不多了。 But Huadong District, their business degree of polymerization and we are highest, 40 shops, we wanted half enough. ” 而华东区,他们业务重合度和我们是最高的,40家门店,我们只要一半就够了。” Li Dong has not spoken, does not know that thinks anything at heart. 李东还没说话,不知道心里想些什么。 Sun Tao sees that said in a soft voice: „ Li, supermarket chain industry first, even if we cannot struggle this year, next year can definitely be good. 孙涛见状轻声道:“李总,连锁超市行业的第一,就算今年我们争不了,明年肯定能行。 Chief Yuan said is actually also reasonable, if merged the Carrefour 80 shops, we have confidence this year attacks first. 袁总说的其实也有道理,如果并购了家乐福80家门店,我们今年有把握冲击第一。 However, what we face is about 8 billion sky-high prices and purchase prices. 但是,我们面临的是80亿左右的天价并购款。 If not attack first this year, our duties relaxed many, merges Carrefour in the shop in Huadong District, about 2 billion should enough. 如果今年不冲击第一,我们的任务会轻松不少,并购家乐福在华东区的门店,20亿左右应该够了。 High and low 6 billion differences, is only first and second difference. ” 上下60亿的差额,也只是第一和第二的差别。” Li Dongpie his eyes, said lightly: „ Sometimes first and second, that is huge difference, this you should understand. 李东瞥了他一眼,淡淡道:“有时候第一和第二,那就是天壤之别,这点你们应该明白。 Now we pay attention with emphasis is, must annex Carrefour completely. 我们现在关注的重点便是,到底要不要全部吞并家乐福。 If swallowed completely, we attack first this year, assuring is very big. 如果全部吞了,我们今年冲击第一,把握性很大。 If not swallow completely, we ironclad hopeless first, right? ” 如果不全部吞下,我们铁定无望第一,对吧?” That is true.” “的确如此。” Sun Tao did not deny this, did not eat up the Carrefour complete business, wants to be the supermarket sales volume broken 100 billion, almost impossible. 孙涛也不否认这点,不吃下家乐福全部业务,想达到超市销售额破千亿,几乎不可能。 Even if the late expansion is also the same, after all expands to require the time. 哪怕后期扩张也一样,毕竟扩张需要时间。 Perhaps in the second half of the year started to expand, puts into service the words to next year. 下半年开始扩张,投入运营的话恐怕要到明年了。 Therefore Sun Tao said, next year the distant place takes first, grasping is very big, this year's words, looked how Li Dong elected. 所以孙涛才说,明年远方拿下第一,把握很大,今年的话,就看李东怎么选了。 Faced with huge fund pressure? 是面临巨额资金压力? First draws back one step, by oneself relaxed, took second to satisfy. 还是先退一步,让自己过的轻松点,拿下个第二就满足了。 Naturally, actually some of his premonitions, Li Donghui chooses the first point. 当然,其实他心里有预感,李东会选第一点。 He is so, competent first will not do second, particularly sees the hope time. 他一直都是如此,能干第一就不会干第二,尤其是看到希望的时候。 Now wants actually to have, the key or money, about 8 billion and purchase price, the distant place cannot take. 现在希望其实还是有的,关键还是钱,80亿左右的并购款,远方拿不出来。 Even if that side the micro blog diverts is also the same, most 1 billion, the disparity is also very big. 哪怕微博那边挪用也一样,最多10亿,差距也很大。 Several people have not spoken again, Li Dong has not spoken. 几人都没再说话,李东也没说话。 Now what he considers, do oneself in that sum of money of stock market, want to take at this time? 他现在考虑的是,自己在股市的那笔钱,到底要不要在这时候拿出来? Previous time permits Shengzhe removed, he has not removed. 上次许圣哲撤了,他可没撤。 After this sum of money he has prepared keeps Lehman to go bankrupt , saying that but now, the opportunity is close at hand. 这笔钱他一直准备留到雷曼破产之后再说,可现在,机会近在眼前。 Took the Carrefour complete business, this year Yuanfang Supermarket captures the first concept greatly is very very big, so long as hundred unite that side not to merge several other big supermarkets, a distant point can achieve slightly diligently. 拿下了家乐福全部业务,今年远方超市夺得第一的概念很大很大,只要百联那边不并购了其他几家大超市,远方稍微努力一点就能做到。 The key is, with, his all plans was disrupted. 关键是,拿出来了,他所有的计划都被打乱了。 Following a half year of even one year, Li Dong anything did not do. 接下来半年甚至一年,李东什么都干不了。 Only can look at the opportunity helplessly in the past, did not have money to invest. 只能眼睁睁地看着机会过去,却没钱投资。 But this sum of money does not take, merges Carrefour with what? 可这笔钱不拿出来,拿什么并购家乐福? Even by stages, Carrefour too for a long time, money will not want amply. 就算分期,家乐福也不会宽裕太长时间,钱还是要的。 Naturally, actually Li Dong also choice, joint capital. 当然,其实李东还有一个选择,合资。 Let Carrefour and distant place pools capital, both sides occupy the stock respectively, such as the future China Resources will be the same with Tesco, as the matter stands, Li Dong will not need to disburse money not saying that Carrefour must invest to be good. 让家乐福和远方合资,双方各自占股,就如日后的华润和乐购一样,这样一来,李东不用出钱不说,家乐福还要出资才行。 Wants as for Carrefour, it is no doubt that Li Dong ensure they can want. 至于家乐福愿不愿意,不用说,李东保证他们会愿意的。 Once two joint capital operate, that is Huaxia's first retailer of fait accompli, Carrefour is seriously battered in each region market. 一旦两家合资经营,那就是铁板钉钉的华夏第一零售商,家乐福在各地市场都遭受重创。 At this time, the distant place extended the olive branch, they are not willing to be strange. 这时候,远方抛出橄榄枝,他们不愿意才怪了。 But the key is Li Dong does not want, he does not think that the distant place becomes the joint venture, once pooled capital, his national brand slogan became the joke, huge joke! 可关键是李东不愿意,他不想远方成为合资企业,一旦合资了,他的民族品牌口号就成了笑话,天大的笑话! If not pool capital, that must spend, a lot of money. 如果不合资,那就要花钱,很多很多的钱。 East of Li is somewhat sore, long inspires saying: „ Ok, today says my some that obviously the happy matter, says now were not quite instead happy. 李东头有些疼,长吸一口气道:“算了,今天明明说高兴的事,现在说的我反而有些不太高兴了。 First did not chat these, as for merges the Carrefour complete business, was the Huadong District business, or did not act simply, these and other Duran came to say again. 先不聊这些,至于到底是并购家乐福全部业务,还是华东区业务,又或者干脆不出手,这些等杜兰来了再说吧。 Several days later words, I could go to Shanghai. 过几天的话,我可能要去沪上一趟。 Here Duran comes, I want to chat with him personally. ” 杜兰来这边,我想和他亲自谈谈。” Although Chen wave also in Shanghai, but Chen wave after all is not the president in distant place, is not the highest head in supermarket. 陈浪虽然也在沪上,可陈浪毕竟不是远方的总裁,也不是超市的最高负责人。 Duran is the Carrefour world president, global 500 enterprises, being the top position the president in giant enterprise. 杜兰是家乐福全球总裁,世界500强企业,排名前列的巨头企业的总裁。 At this time, must discuss the merger and acquisition, must result in Li Dong to go to be good. 这时候,要谈并购,必须得李东自己去才行。 Moreover related to such large-scale merger and acquisition, is discussed or did not discuss, needs being on site deal with changes, Chen wave not to be this lord. 而且涉及到这么大规模的并购,是谈还是不谈,也需要临场应变,陈浪做不了这个主。 Li Dong must go to Shanghai, Yuan Chengdao and Sun Tao do not have the opinion. 李东要去沪上,袁成道和孙涛都没意见。 However Sun Tao asked said: Li does, financing of that following commercial city and pp also continue?” 不过孙涛还是问了一句道:“李总,那接下来商城和pp的融资还继续吗?” First puts, ten thousand nets and commercial cities just merged, the operation had a look at the effect on say some time again. “先放放,万家网和商城刚合并,运营一段时间看看效果再说。 Moreover the pp mobile also just got online, at this time financed, the benefit could not obtain the maximization. 另外pp的移动端也刚上线,这时候融资,效益得不到最大化。 When the achievement came out, the market environment is better, we finance again. ” 等成果出来了,市场环境更好一点,我们再融资。” Li Dong said, Yuan Chengdao and Sun Tao have not refuted. 李东这么说,袁成道和孙涛都没反驳。 This is also the fact, the current market environment indeed is not good. 这也是事实,目前的市场环境的确算不上太好。 The influence of financial crisis continues to proliferate externally, gradually is internally serious. 金融危机的影响力在国外继续扩散,在国内也渐渐严重起来。 At this time, everyone somewhat empty. 这时候,大家心里都有些虚。 Otherwise, before the offers of several organizations will not be conservative, change into last year, the distant place has this scale and strength, perhaps they will offer are higher. 要不然,之前几家机构的报价也不会那么保守,换成去年,远方有这个规模和实力,说不定他们会报价更高一些。 Said finished up, Li Dongsong the loose physique set out saying: Today speaks of this, you are busy your, I first went back.” 说完了事,李东松了松筋骨起身道:“今天就说到这,你们忙你们的,我先回去了。” Sun Tao watched the weather, 3 : 00 pm is less. 孙涛两人看了看天色,才下午 3 点不到。 However the boss must walk, they are not blocking. 不过老板要走,他们也不拦着。 Compared with other waving the arms about storekeeper, Li Dongzhen can say conscientiously. 比起别的甩手掌柜,李东真的可以说兢兢业业了。 Starts an undertaking for four years, does not have the too much time to return to the company except for first year Li Dong in the school, the following three years, Li Dong is almost busy for the matter of company. 创业四年时间,除了第一年李东在学校没太多时间回公司,后面三年,李东几乎都在为公司的事忙碌。 Now ahead of time gets off work, at this time was towing with the matter again, that explained that they do not have the meaningful glance. 现在提前下班而已,这时候再用事情拖着,那说明他们没眼色。 ...... …… Until Li Dong departs, Yuan Chengdao aspirates saying: Sun, you said that which plan Li Zonghui does choose?” 直到李东离去,袁成道才吐了口气道:“孙总,你说李总会选择哪种方案?” Sun Tao shakes the head has not spoken, something everyone know in heart, said and did not say that is actually same. 孙涛摇了摇头没说话,有些事大家心里有数,说与不说其实都一样。
To display comments and comment, click at the button