Chapter 580 The only Solution

After Chen Ping said this arrogantly, Liu Rongdong almost wanted to get up and leave.

Because he has realized that there seems to be no need to talk about it.

Today's meeting, Chen Ping's mentality has a problem. This is definitely not a normal mentality with cooperation intentions. He is gradually improving the sense of oppression he brings to himself, and he must have a plan.

In addition, Liu Rongdong was also shocked in his heart. He knew about the express delivery companies on the market. At present, the express delivery business is still a new industry in China. Most of the letter and logistics needs of Chinese people are solved by the postal service. , registered mail has accounted for more than 80% of the total number of parcel letters in the country. In addition, the postal service also has the express service of EMS, so overall, the market for the private express delivery industry is not large.

In fact, although China's logistics industry will be an obese deformed product in the future, without the rise of e-commerce, the demand for logistics and transportation in China, with a population of 1.3 billion, is simply not enough to spawn so many different logistics express companies. Without the help of e-commerce, no matter how powerful the private express delivery companies are, they are just eating some leftovers in the downstream of the postal service.

At present, there are only four good private express delivery companies in China. Z-Express is well-deserved NO.1 in terms of reputation, scale and coverage, followed by Shentong, Yuantong and SF Express. SF Express is now relatively famous in the south, but it has not really operated nationwide The business is in a stage of accumulation, and the remaining three companies have now become one family. This news makes Liu Qidong nervous.

Combined with the maliciousness released by Chen Ping, Liu Yedong suddenly felt that Taobao might be tricked, but he couldn't figure out why it was a home delivery for Taobao.

Liu Yongdong said tentatively to Chen Ping: "Mr. Chen has now integrated Shentong and YTO, and the carrying capacity of the entire logistics system will definitely be greatly improved. In this case, it is more appropriate to cooperate with Taobao. We will immediately It will usher in a peak in online sales, and if we cooperate, we will definitely achieve a win-win situation.”

Liu Rongdong has changed his routine. He didn't talk about acquisitions or mergers and acquisitions. He only talked about cooperation and tested Chen Ping's tone.

At this time, Chen Ping smiled mysteriously and said, "Mr. Liu, we may focus on the resource integration of the three companies in the future, and we may not be able to cooperate with your company in this regard."

Although Liu Rongdong was stunned, he didn't find it unexpected. He subconsciously felt that Chen Ping would reject him.

Liu Rongdong changed his routine again and asked him, "Since President Chen is interested in mergers and acquisitions, may you please share your thoughts?"

Chen Ping looked at Liu Rongdong with that strange look again,

He smiled mysteriously, and then said, "Mr. Liu, if you really talk about the details of mergers and acquisitions, it's not me talking to you, but the boss of my parent company to talk to you."

"Parent company?" Liu Yingdong felt that his brain was not enough. Isn't Z-Express a private company founded by Chen Ping? It doesn't seem to have been acquired by anyone, so why is there a parent company? Moreover, this Chen Ping is really a bit of a jerk. He always speaks halfway in a mysterious manner, and is not at all veiled.

Chen Ping felt that his preparations were almost done, and finally he was willing to open the skylight to speak eloquently. He smiled and said to Liu Yingdong: "ZhaiQiSong has accepted the merger agreement of Hangzhou Alibaba Bar some time ago. Now it is a wholly-owned subsidiary of Alibaba. Shentong and The same is true for Yuantong, if Mr. Liu wants to talk about further cooperation, I can help you ask Mr. Ma from Ali to come and talk."

Ali! I see!

Liu Rongdong's heart skipped a beat, and all his doubts and incomprehensions came to an end at this moment.

It turned out that Ali was behind the scenes. Ali's boss Ma had always wanted to meet Li Mu before. He seemed to be very interested in Taobao. However, Li Mu had not met them for a long time. Got it.

At present, Ali, in terms of company and business scale, is definitely much larger than Taobao. It has at least a valuation of several hundred million US dollars, but it is still one echelon compared with Muye Technology. However, Liu Yingdong once studied the capital behind Aliba. Some of them are overseas VC investment banks, such as Goldman Sachs, Softbank, Huiya Capital, etc. The helms of these big investment banks are very optimistic about Mr. Ma, and they are also very supportive of Mr. Ma, so as long as Mr. Ma is willing to raise funds, there must be no shortage of them. Cash, and now the express company is not worth a lot of money, Boss Ma first collects the express company to lay out the terminal industry of e-commerce, which is definitely a very clever move.

Since Boss Ma is scheming behind everything, Liu Rongdong also understands that it is unnecessary and meaningless to chat with Chen Ping any more. It's not good, this is directly to wrestle with Li Mu.

Liu Yongdong and Chen Ping exchanged a few words of courtesy, and then made excuses to leave. When leaving, Chen Ping did not forget to remind him: "If there is a need for mergers and acquisitions, Mr. Liu can communicate with Mr. Ma directly. If there is no contact information for Mr. Ma, You can ask me for it."

Chen Ping's high-spirited and under control made Liu Yongdong quite dissatisfied, but his professionalism still made him nodded very politely and said, "If you need it, you must contact President Chen."

After speaking, step away.

As soon as he got out of the door of the home delivery service, Liu Rongdong immediately called Li Mu and reported the situation to Li Mu one by one.

Things are not good, and they are very bad. Just now Liu Yingdong just pretended to be calm, but he was a little panicked. Boss Ma took the few express delivery resources now. If he uses it to threaten Taobao.com, then Taobao.com will go later. The development of the company is about to hit a bottleneck immediately, and what he is most worried about is not being stuck in the neck by Boss Ma. If the other party only blocks the block instead of taking the initiative to attack, Taobao will definitely find a way to break through to solve the problem. He is afraid I am afraid that Boss Ma will not only block and block, but also launch a frontal attack. If he uses the terminal resources to do the same C2C e-commerce platform as Taobao, then Taobao will be in trouble!

Boss Ma has a natural advantage in doing C2C. His Alibaba Bar has been running for many years. There are a large number of small and medium-sized enterprises on it. He has been doing B2B for so many years. Boss Ma has accumulated abundant corporate resources. It can be said that he He has mastered a large number of upstream resources of e-commerce, and express logistics belongs to the downstream resources of e-commerce. Now he has already obtained it. If the coercion fails, he is very likely to use upstream and downstream resources to do his own e-commerce. He has There are both upstream and downstream, and it is natural to be a duck to water in the midstream industry. Taobao now has upstream and midstream, but if the downstream fails, catastrophic consequences will inevitably erupt.

When Li Mu heard the news on the phone, he was stunned and stunned. He didn't expect Boss Ma to act so decisively. He wanted to press him for a while before meeting him again. Suppressing his restless heart, in such a short period of time, he has mastered downstream resources that can threaten him.

He has always felt that it is too early to build his own logistics system, and it is too expensive, and he has experienced the golden decade of development in the express delivery industry. To be honest, he may not have seen it when he first asked him to buy a company like Home Delivery. On, he really wanted to be his own SF Express, and even his own FedEx Express, so he temporarily delayed the pace of launching logistics construction, thinking about starting next year, but he hesitated and was immediately caught by Boss Ma. weakness.

Li Mu was annoyed. He had the same worry as Liu Yingdong. He knew Boss Ma's obsession with retail e-commerce. He was worried that Boss Ma would grab his neck and threaten him to make huge concessions. He was also worried that Boss Ma would just slap his thigh. Do it yourself, e-commerce is different from portal websites, traffic is not the most important part, so even if you completely block Ma's e-commerce platform, he can still find other ways to break through, and he has upstream and downstream resources, Really dry up, the starting speed will not be much slower than yourself.

Express delivery, the end link of e-commerce, seems to be relatively low-end, but its importance is very high. If Taobao cannot find a way to break through and can only use postal digestion, it will inevitably bring huge harm to user experience. , If the same purchase behavior takes a week’s logistics cycle on Taobao, and only three days on Ma Boss’s platform, it won’t be long before users on Taobao will run almost as fast, even if they still have money in their hands. It is useless to have YY, otherwise, why did Teng Xun never start e-commerce in his last life? QQ is not a panacea, so is YY.

Li Mu asked Liu Yingdong to come back and talk about it. After hanging up the phone, he immediately began to speed up his thinking about the current situation. Zakushou, Shentong, and Yuantong are almost the only ones among the private express delivery companies that can come up with it. Apart from the three of them, there is only one SF Express left. Li Mu searched the Internet for news related to SF Express, and found that SF Express is not very well-known now, but it already has a considerable reputation and market share in the Pearl River Delta, Hong Kong and Macao regions. Now SF Express is best at short-distance express delivery. The long-distance express business has not really developed.

However, Li Mu of SF Express basically didn’t think about it. On the one hand, SF Express has not yet started the national layout. Wang Wei should still be actively involved in the struggle for power acquisition. Looking for SF Express cooperation is far from quenching his thirst. In addition, Wang Wei is also in the business world. A top-notch person, even if he buys SF Express, he may not agree. It must be a protracted battle to argue with the bully. With the current development speed of Taobao, the logistics aspect may be out of breath in half a year. .

From the long-term perspective of e-commerce, logistics companies are destined to bloom, and Boss Ma's blockade cannot last for too long, but it takes time for both Li Mu and private capital to prepare for logistics. I'm afraid that Taobao can't wait for the logistics industry to bloom. , I am even more afraid that Boss Ma will create his own e-commerce website and hang the condensed fruits of the e-commerce field on his own branches.

Fortunately, there is still a state-owned big brother of the postal service to rely on. No matter how powerful Boss Ma is, and no matter how strong the capital relationship is, it is impossible to accept the postal service. Right now, we can only develop the resources of the postal service as much as possible, and then immediately start to find a solution.

In fact, Li Mu already has the answer in his heart. In this case, there is only one real solution: do your own logistics, and if you want to do it, be the most powerful logistics in China!

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