Chapter 581 The Grand Blueprint of Logistics

After Liu Rongdong came back, Li Mu immediately pulled him into the office for a tense discussion and analysis.

Liu Rongdong was very angry about what happened today. In the final analysis, he was tricked by Boss Ma. He figured out that Taobao would look for a breakthrough in the logistics link, so he had already placed this chess piece and waited for him.

However, anger is anger, his professionalism is indeed not covered, he discussed with Li Mu as soon as he came back, and systematically explained his analysis of the current situation to Li Mu.

Liu Qidong's view of the current situation is very accurate. Like Li Mu, he is not worried about Alibaba's use of logistics to choke Taobao. It's like a tire punctured by an opponent on a racing track. Although the overall strength and technical indicators of the opponent's car are far inferior to yours, he has already surpassed you by the time you change the tire.

The two exchanged opinions and found that their views were similar. Liu Yingdong self-examined: "This matter is my fault, and I didn't pay attention to Ali's actions."

Li Mu nodded: "If you say that you are not responsible, you must have a certain responsibility, the consideration of the problem is not comprehensive enough, and you have not paid attention to the trend of the terminal industry. It is not only you, but I also have the responsibility. If I agreed with your idea of ​​building your own logistics earlier, maybe It was us, not Ali, who received Home Express, Shentong and Yuantong first, but talking about these now can only remind us to pay attention in the future and cannot solve the current problems, so we still have to think about how to overcome the current difficulties and how to solve them once and for all. problem-solving.”

Liu Qidong asked Li Mu: "Do you think it is feasible to acquire SF Express now? SF Express has a relatively neat network in developed areas in the south. If we win SF Express, and then acquire a few fleets from the north for bulk logistics transportation, the combination of soft and hard from both sides should still be the case. can solve some of the problems.”

Li Mu said: "Ali could not have thought of SF Express, but they did not take down SF Express. I think it should be the reason why SF Express did not buy it."

"Really?" Liu Qidong asked, then he thought about it and said, "I have a general understanding of the situation of SF Express. The boss, Wang Wei, is a very thoughtful person. Most of SF Express's previous outlets were franchisees, and now he is working on it. I'm busy gathering back and forth, and I'm going to do direct sales, so I guess he's a very ambitious person."

Li Mu nodded: "The ambitious family will not be willing to be acquired."

Liu Rongdong asked, "What about mergers and acquisitions?"

Li Mu smiled slightly, and was noncommittal to Liu Yingdong's question. He just smiled and said, "Don't forget, I am also a careerist."

Liu Yingdong understood immediately.

Li Mu is also an ambitious man.

For him to sacrifice equity to acquire other companies, he is definitely more repulsive. For Li Mu, the problems that can be solved with money should use as few shares as possible, otherwise his Makino Technology will not delay the third round of financing or do business. Listing plan.

At this time, Li Mu added: "Actually, think about it, even if we are going to acquire SF Express now, with Taobao's current valuation, what would we use to acquire it? We have only been established for a few months, although the situation is good, but the profit model is still not good. If there is no clarity, the capital market will not give us too high a valuation. SF Express is currently fighting for power internally, and Wang Wei is about to succeed. Once he achieves his goal, the valuation of SF Express should not be lower than that of Home Express. Let’s take Taobao. Will he be happy to buy his shares and buy him?"

Liu Yedong nodded lightly, Taobao's valuation is really not much, if you want to acquire SF Express, it is impossible to start with Taobao, but it is possible to start with Muye Technology, but Li Mu will definitely not be happy, Muye Technology is now equivalent to having full storage The fuel rocket, Li Mu desperately tried not to let it ignite and take off. He would definitely not be happy to let Li Mu take Muye Technology to acquire SF Express.

Li Mu understands Wang Wei's situation, and the possibility of wanting to accept him at this time is extremely low, and Wang Wei also has e-commerce genes in his bones. He refused to meet with Boss Ma several times. One of the reasons is that he has long been determined to do it himself. The idea of ​​e-commerce, so he does not plan to have any level of cooperation with Ali, but when SF Express started e-commerce, the e-commerce industry was very mature, and Wang Wei was not able to stand out in the chaotic and giant e-commerce field. , but if he activates his genes for e-commerce now, maybe he will become a god in advance.

Moreover, since Boss Ma failed to accept SF Express, what would he do by himself? If he has money, he won't make no money, so he can't block Taobao.com with Boss Ma, and he won't get any benefit, so he shouldn't participate in the war between himself and Boss Ma, but sit on the side of fishermen. Li, no matter who fights or wins, it will always be shipped. SF Express should not interfere, just make a fortune in silence.

Li Mu expressed his thoughts, and Liu Yingdong also agreed.

Immediately, Li Mu took out a cigarette, threw it to Liu Yingdong, lit one by himself, took a sip, and said, "I think the first thing we should think about now is not whether we should buy SF Express, or how to do our own logistics, but It's to figure out how much time we have left."

After speaking, Li Mu stood up, walked to the whiteboard, pointed to the simple schematic diagram of the six major cities he had drawn before, and said, "Look, we have just solved the problem of ngo-centralized delivery by means of decentralized delivery. This model can be used to cooperate with all brand manufacturers, let them distribute their inventory to us, and we will undertake the delivery for them. This part should not be difficult. If six cities are not enough, then we will distribute them to all provincial capital cities. This part of the problem can always be solved.

What I am most worried about at the moment are the small and medium-sized sellers on Taobao. They are all over the country, and they themselves operate at low or zero cost. We can't make them deliver the goods to us in advance for distributed delivery, because then They also have to operate with heavy assets, which is contrary to the original intention of Taobao, so their sales need to find a courier company offline for cooperation.

If small and medium-sized sellers can only choose the postal service, with the surge in demand for this part, the postal e-transport capacity will gradually become saturated, the transportation efficiency will be low, and the entire transaction cycle and capital return efficiency will be greatly extended by express delivery. It is time to do the same thing, but the logistics efficiency of Ali sellers is faster, and the entire transaction process and efficiency are much higher than ours. In that case, both users and sellers will abandon Taobao.

So, the question now is very simple, how long until e is saturated? We must first figure out how long this time is, and then find a solution according to the specific time. "

Liu Yedong thought about it carefully and said, "If it doesn't affect our own development speed of Taobao, I think the capacity of e will be saturated for at most half a year, especially in the Pearl River Delta and Jiangsu and Zhejiang areas in the south, because the current data shows that most of our of sellers are concentrated in that area.”

Li Mu nodded: "Okay, if the situation can barely last for the first half of the year, then let's not mess up now, let's start to formulate a half-year plan to solve the problem in half a year, and there is no other solution right now. , the only solution is to build our own logistics, so let’s start the discussion directly from the matter of building our own logistics, how can we do the logistics in half a year?”

Liu Rongdong said: "If we start to build our own logistics system now, I'm afraid that it won't be successful in half a year. Like you said, logistics is an asset-heavy project, and we can't find a way to develop quickly. We have to buy cars one by one. , People have to recruit one by one, and outlets have to be opened one by one, half a year is too short."

Li Mu said: "It's very short, but it's not impossible."

After speaking, Li Mu cleared his throat and said seriously and seriously: "We will set up our own logistics company immediately, you will invest 10%, I will invest 90%, and start to invest 80 to 100 million. If you have money, senior brother. It doesn't matter if you don't have any money, I'll make it up for you first."

Liu Yingdong nodded, he couldn't afford such a large amount of capital, and Li Mu was very particular about being willing to put it up for him.

Li Mu said at this time: "Independently registered companies will have more flexibility in the future. If we want to acquire SF Express in the future, we can directly talk to Wang Wei with the equity of the logistics company, and we don't need to touch the equity of Taobao at all."

Seeing that Li Mu was so confident, Liu Yingdong even thought of using the new shell of the logistics company to acquire SF Express in the future. He nodded and said, "Then do as you said."

Li Mu activated his brain and said, "I'll give you a few points first. If you have any objections, just interrupt me."

"First, start registering a logistics company and start poaching people. Although Zakusong, Shentong, and YTO have been acquired, all their employees are alive except for fixed assets. They will try their best to poach their executives. If you dig one, you can dig out the resources of a team and an area. In this case, we only need to invest money for them to buy a car and build a network, and then we can quickly build a network of an area. SF Express, don’t forget, now the battle is imminent , I will dig everything that can be digged, and be a little more ruthless;

Second, strengthen cooperation with the post, strive to become a strategic partner of the post, and squeeze the postal capacity to the extreme;

Third, prepare to build a logistics base, a logistics base that integrates warehousing, sorting, packaging, loading and other functions. Relying on the convenience of air, rail, and land transportation to comprehensively consider, the first stage is to build five nationwide. To the eight logistics bases, these logistics bases must realize aviation trunk transportation, and the core of our future development of express delivery depends on aviation;

Fourth, find a relationship immediately, and first get the belly cargo warehouse resources of the main trunk lines of major airlines. This resource is the top priority of our future counterattack;

Fifth, find a bank relationship to get a loan. In the future, all the fixed assets of the logistics company will be mortgaged to the bank, and use the highest leverage as much as possible to revitalize the capital flow rate and hardware expansion;

Sixth, find Fang Xudong, let him choose people from Muye Technology, integrate the mature hardware on the market, develop a complete set of logistics internal management system for me, and open the external query port, our express company must realize full information The express operation starts from the receipt, and every logistics node in the middle must be entered into the system and used for real-time tracking and query by users. I want to make a set of the most powerful information system in the logistics industry and even all domestic industries! "

After Liu Rongdong heard these six points, a grand logistics blueprint had already appeared in his mind.

Seeing that he did not raise any objection, Li Mu said, "Didn't they accept other express companies? Well, we are not interested in those second-hand hard assets that are sloppy and intricate, we are only interested in their soft assets. Therefore, we are not buying any logistics companies at the moment. We will use all means to dig their people and resources, and we must dig them to the death! Even if they dig their entire framework, don't be soft! Then quickly build a basic framework , and then integrate the logistics base, air cargo resources, and information management system, so that our logistics model in the future will be very clear."

The more Li Mu said, the more excited he was. He drew on the whiteboard and said, "The entire third step of China's geography is the most economically developed area, and it is also our top priority in the future. If you look at the map, the entire third step spans from north to south. Three thousand kilometers, the east-west span is only one thousand kilometers at most. According to the current speed of land transportation, if we prepare four logistics bases in this large area, basically the maximum diameter of each coverage area will not exceed 800 kilometers. Assuming that we take the middle point of construction, then the area covered by each logistics base will not exceed a straight-line distance of 400 kilometers at the most. In this way, it can be guaranteed that no matter from which point the coverage area is started, it will be transported by car to logistics. Base time is never more than eight hours, or even less, and vice versa.”

"We hand over the point-to-surface transportation from the logistics base to Qiyun, and the point-to-point transportation between the logistics base and the logistics base to the aviation industry. Think about it, in the third step of China, from any city to another The flight time in the city will not exceed four hours. What does this mean? It means that the maximum value of our express transportation time in the future is only 8+4+8, which is 20 hours, and then count the middle. Waiting, sorting, packing, processing and other processes, how can the problem be solved in forty hours? If you count the terminal delivery, it can basically be solved in forty-eight hours.”

Having said that, Li Mu's cloud of sorrow has been swept away, and he has even been obviously excited, and continued: "For example, the logistics base in Guangdong Province is near the Yangcheng Airport, covering the entire Guangdong Province, any one in Guangdong Province. The express mail received by the city until 6:00 pm on the same day must arrive at the Yangcheng logistics base before 2:00 am on the same day, and then complete the sorting before dawn. The express mail from the city will be prepared to take the earliest flight from Yangcheng to Yanjing that day, and it will be loaded into the belly of the flight to fly to Yanjing;

Around 9:00 in the morning, the plane landed in Yanjing. Perhaps before the passengers on the plane had completely disembarked, the packaged goods were taken out of the cargo hold and sent to a nearby logistics base for unpacking and sorting. Among them, all The local express in Yanjing should be loaded and delivered to the urban area before 12:00 noon, and the express from other surrounding cities should also depart at 12:00 noon, and it can reach any city covered by the Yanjing base before 8:00 pm. As a result, a considerable number of express items between major cities can be delivered the next day by air, and express items around the trunk lines can also be delivered the next day. If we can achieve this timeliness, we will not only be able to solve all the current problems, but also create a new A new era of logistics! "To find this site, please search"" or enter the URL: