Chapter 1659: Monster
November 1, 2009.
In the past, it was still the season of late autumn.
This year, however, is somewhat abnormal.
Beijing, on the first day of November, ushered in the first snow in 2009!
Snowing!
...
Ma Yun hadn't finished expressing his emotions in Lin'an, but in the north, it was already snowing in some areas!
...
"Is Zhuge reborn?"
On this day, countless people suddenly sighed and looked up at the sky.
Even God, is helping Li Dong?
A heavy snowfall in 2008 brought the rise of Yuanfang Mall!
In a heavy snowstorm in 2008, Li Dong used various channels to gain a great reputation in the offline retail field, and even the top management praised him.
In 2009, it's only November!
Who would have expected that in this season, it would start to snow.
Once Double Eleven arrives, it will still be such a ghostly weather. Can the newly established Ali logistics system be able to support it?
It’s not just Ali. Once the road is slippery in snowy weather, big businessmen, including Su Lin, can meet their own needs. How can they support Ali?
On the other hand, Yuanfang Logistics gained its prestige and reputation after a heavy snowfall in 2008.
...
this day.
East Park.
Even after Shen Qian received a call from her mother, she couldn't help but look at Li Dong who was teasing her daughter and said, "Are you really going to become a god?"
This man is truly a myth!
It's snowing in Beijing!
Not only the capital city, the cold current arrived ahead of time, sweeping across China, maybe, the whole north,
Including the south should enter the snow season ahead of schedule.
Once the snow season enters, it will be a test for the distance, but for the opponents in the distance, it will be a disaster!
Yuanfang's logistics system is now extremely developed and has fought many tough battles.
This time, in order to welcome Double Eleven, countless preparations have been made in advance.
Warehouses everywhere are full now, and Li Dong has prepared a month's worth of stock in advance!
At this moment, no matter how heavy the snow is, Yuanfang Logistics is confident that it can meet any challenge.
Can Ali do it?
no!
A new logistics company with no experience in major wars, and a company that lacks warehousing layouts across the country, is likely to come to a standstill and be unable to operate once it encounters rain and snow.
Li Dong, amazing!
Double Eleven, this is not a plan that was just launched now.
A long time ago, Li Dong started the layout.
If Li Dong knew that it was going to snow a few months or even a year ago, no one would believe it.
Now that the snow season has suddenly entered ahead of schedule, it can only be said that God is really helping Li Dong.
Li Dong's myth is really going to become a myth now.
Regarding his wife's emotions, Li Dong teased his daughter and said with a light smile: "Why do you have so many thoughts?
It was snowing, I didn't expect it either.
What's more, snow is not a good thing, at least for Yuanfang Logistics, it is a severe test.
Don't think that we have experienced the heavy snow in 2008, so we can face this time calmly.
The situation is different. At the beginning, we only provided services in a small area, and the orders were not too many.
But this year is the first year of Double Eleven, and I can't even tell how many orders there are.
Tens of billions of orders are usually difficult. This year it is snowing. Can we really complete this task?
So for me, snow is not a good thing.
Although this snow will make our opponent Ali more difficult, but to be honest..."
Li Dong paused, and then smiled after a while: "Do you think I'm still competing with Ali even now?
Actually not.
I am competing with myself. In fact, I would rather have a clear sky. With that and our aviation system, I am still confident that I can complete any task.
Now, trouble! "
Li Dong shook his head lightly. For him who is aiming to achieve a record of hundreds of billions, is snow really a good thing?
He remembered the heavy snow in 2008, but in 2009, he really didn't remember it.
Of course, now that it's snowing in the capital, Li Dong has a little impression.
This rainy and snowy weather mainly affects the northern regions. Even if there are areas in the south where it snows, the snow is not too heavy, and the impact is limited.
This is also the reason he forgot before, after all, he was not affected by the heavy snow in 2009 in his previous life.
But now, regardless of the south or the north, it is actually not a good thing to be affected when the whole country is starting to deploy.
If the current Yuanfang Mall is just as powerful as Dibao, then Li Dong hopes that the bigger the snow, the better.
The heavier the snow falls, the greater the impact on Ali, and the farther away is much smaller.
In this way, under the same strength, Yuanfang will take the lead.
But for Yuanfang, who shouted the slogan of 100 billion, it was snowing at this time, which was really not a big piece of good news.
If it is really good news, it can only be said that it has a greater impact on Ali, Su Lin, and Dashang... These companies have a greater impact.
Especially the big merchants in the north, their own distribution system is not too developed.
Usually, it is barely able to complete the self-operated business. Now that the snowfall is ahead of schedule, the Northeast will only be affected even more. Can Dashang’s distribution system still support Ali at this time?
Without the support of big businessmen, Ali's strength was weakened by a large amount even though he was already weak.
While talking, Li Dong picked up the child and handed it to Shen Qian. He walked to the side and put on his coat, and said, "The rainy and snowy weather is a bit unexpected this time, and it is very likely that it will be affected during Double Eleven." .
I will go to the company first, and in the next few days, I may go to inspect the northern stores and logistics system, including the storage system.
Before the snow falls heavily, those who need to stock up must stock up, and make all preparations in advance.
Fortunately, in the past two years, the layout of our storage center has improved a lot.
For this, I have to thank Mr. Qin. "
Shen Qian didn't mind anything this time, she nodded and said, "I want to thank Mr. Qin for the opportunity to visit Mr. Qin."
Yuanfang's warehousing system, including the distribution center, was insisted on by Qin Hai when he was in office.
At the beginning, there was a severe shortage of money in the distance.
But Qin Hai still insisted on warehousing and distribution in all first-tier cities, which cost a lot of money.
But Li Dong considered the matter of enclosing the land, and finally agreed.
During that period of time, Yuanfang Logistics has been in a state of serious losses, investing tens of billions without seeing any profit.
This is also something that Qin Hai was criticized for during his reign.
However, with the economic recovery in 2009, land prices rose. Even if the land was originally enclosed for industrial use, land prices for industrial land located in first-tier cities also rose sharply.
At this time, the cost of the original enclosure, including the cost of investing in the construction of the storage center, has been earned back.
Now, when it comes to emergencies, these storage centers have also come in handy.
For Yuanfang, which is preparing to hit a record of 100 billion a day, if there are no storage centers now, there will be nowhere for Yuanfang malls, including Yuanfang supermarkets, to stock up.
Hundreds of billions of goods, this is not a small amount.
It is obviously impossible to temporarily allocate from manufacturers and merchants.
If you fight a tough battle and don't prepare the goods in advance, you will wait for the customers to be dragged to death, and they will scold their mothers in the end.
Nowadays, in China, there are not many logistics and storage companies with this strength.
With the cooperation of manufacturers from far away and all over the world, it can barely do it.
Other companies, even those ranked above Yuanfang Logistics, can't do it, because their logistics and warehousing are not dedicated to this aspect.
What's more, almost all of the logistics and warehousing companies that rank far above are engaged in international large-scale distribution business.
Those who really do e-commerce business and offline distribution business are currently No. 1 in Yuanfang and No. 2 in Shunfeng.
Three links and one access are much worse than these two.
However, Ali’s Morningstar Express is not even as good as the three links and one delivery. The distribution point layout is not bad, and the warehouse layout, the other party did not make too much preparation.
After all, it is a third-party platform, and Ali didn't care too much about it.
Doing self-operated warehousing business is very necessary for the fully self-operated Yuanfang Mall, but for Ali, it is not too necessary.
But now, this unnecessaryness has become Ali's biggest flaw.
Ali does not have many warehousing centers of its own, and almost all of them rely on the warehousing systems of third parties and manufacturers themselves.
Usually the delivery may be a little slower, but the impact is not too great.
However, once encountering rainy and snowy weather, it is impossible for manufacturers and third parties to significantly increase logistics and storage costs in order to cooperate with Ali.
Unless Ali is willing to subsidize, otherwise the other party has no obligation to pay back in order to help Ali achieve his goal.
The key is, can Ali subsidize it?
...
Ali can still afford subsidies.
But when Ma Yun mentioned this matter, Yahoo's opposition was extremely fierce!
This promotion cost too much money!
Publicity expenses, operating expenses, various subsidy policies, compensation measures for third parties, and investment in logistics...
Back and forth, Ali's other business profits were almost all invested in Treasure, which was not enough.
Now, when Ma Yun brought up the subsidy policy again, the representative of Yahoo retorted loudly at the board meeting: "Mr. Ma, is this kind of investment plan regardless of cost really necessary?
What's more, it's only on the 1st now, and it's only snowing in parts of the north, and other areas don't have much impact.
There are still ten days before Double Eleven. Let’s talk about the subsidy policy now. Once suppliers and third parties, including third-party logistics, know about it, won’t we be choked by then?
No matter how much money you have, you can't spend it like this!
In the past two years, the profit of Treasure is not much, but the investment is extremely high!
But the result is still declining. I don't agree with the subsidy plan this time. "
Ma Yun's subsidy is not a small amount, and the cost of each order is almost 2 yuan.
For Ali, who aims to achieve a record of 5 billion, the final total order may exceed 30 million.
All of a sudden, there was an additional expenditure of more than 60 million.
In addition to the initial investment, after one activity, Ali spent hundreds of millions.
For Ali, who mainly relies on third parties and is still in the free policy period in order to maintain competitiveness, almost all of them rely on their own blood transfusion.
Hundreds of millions, the distant side doesn't care.
But for Ali, for any enterprise, it is unimaginable to spend hundreds of millions more for one event, one day of event!
Before, Jingdong and Dangdang fought against each other in the northern region.
The boss of Dangdang waved his hand and yelled out the slogan with great pride, "Spend 40 million yuan, and reduce the prices of all kinds of products by a large margin!"
And JD.com fought back even more, shouting "80 million profit!"
These two are giants in the e-commerce field.
And it's not a day's expenditure, the price cuts of the two companies, profit sharing, subsidies... Various activities lasted for more than a month.
And whether there are so many specifically, people in the industry know it well.
In this way, the tens of millions of price wars have already made others exclaim and make other e-commerce platforms look up to them.
Now, Ali and Yuanfang will spend hundreds of millions of dollars on a one-day promotion before it even starts.
This terrifying power consumption also made Yahoo a little bit too much.
That's not how you play when you have money.
Not to mention useless things!
At least from Yahoo's point of view, if you fight with Yuanfang now, you will lose. In order to gain a temporary advantage, you have spent so much money. Who will make up for the final loss? Who will bear it?
As Ali's major shareholder, Yahoo obviously bears the most.
What's more, if you really want to gain the upper hand, it's fine, but it's obviously impossible, and it costs so much money, which is even worse for Ali, who is already in difficulty.
From Yahoo's point of view, Ma Yun is no longer rational.
As a smart person, Ali should learn to choose at this time.
Yahoo does not necessarily want Ali to lose. As a major shareholder of Ali, Yahoo is not stupid and hopes to win.
It can be rationally considered that in the absence of victory, it is more suitable for the current Ali to retain greater strength and wait for the later rise, or simply sell this highly competitive industry and develop other businesses.
But Ma Yun is now fighting Li Dong with a single-mindedness. In their view, this is irrational.
As a major shareholder, Yahoo has both the right and the obligation to reject his irrational request!
Yahoo opposed, and Ma Yun almost knew it was inevitable.
At this time, Ma Yun was also extremely rude, and reprimanded: "Short-sighted!
Up to now, the arrow is on the string, and it has to be done!
The initial investment and preliminary publicity preparations have all entered the right track.
If you give up at this time, almost all the investment in the early stage will be wasted!
Although there are still ten days before Double Eleven, the news from the Meteorological Bureau shows that in the next few days, the northern region, including the south, may enter the rainy and snowy season.
Ten days is not enough. If we don't start to win over all parties in advance, how can we continue on Double Eleven?
I have always said that customers come first, employees come second, and shareholders come third!
Why do you say that?
It is because you shareholders are too short-sighted!
Whenever there is some trouble, the first to abandon the company is the shareholder.
Softbank and Yahoo have supported Ali for many years, and I have always been grateful, but how many obstacles has Yahoo created for Ali in the past few years?
All kinds of delays, all kinds of interference with the normal operation of the company, and now, start to blame the team for not being able to do it, and let Dibao decline day by day?
Has Dibao really declined?
Dibao is still the largest C2C platform in China, and even the world!
The performance of Dibao is also increasing day by day, even greater than the increase in previous years.
Failure to make a profit is also a strategic need.
At this time, is it something a discerning company should do to blame Dibao for its strategic losses?
This subsidy policy must be implemented!
We cannot delay. Once we delay, manufacturers and third parties will have doubts.
You know, now our supply chain system almost overlaps with that of the distant place.
Once the goods from our side cannot be exported and the demand in the distant place is large, the final share will become the supply from the distant place.
At that time, even if there is an order for Dibao, there will be no goods to sell.
If this happens, as an e-commerce platform, it can declare bankruptcy! "
What Ma Yun said was very straightforward, and this is also the truth.
There is no subsidy for Taobao, and the logistics and storage costs are borne by the distant side. Compared with the cost, it is more profitable to supply the distant place.
And if Yuanfang ships more than its own order share, then manufacturers and merchants will provide Ali's share to Yuanfang, which is quite normal.
If that happens, Dibao may receive a large number of orders, but in the end the manufacturer delays due to insufficient supply, which is miserable.
The reputation and credibility of the platform were all ruined at once.
This point is unbearable.
Now subsidizing tens of millions is nothing, it is better than ruining the reputation of digging treasures.
Ma Yun believes that Yahoo should also understand this.
But now, the other party is still delaying, which makes Ma Yun extremely dissatisfied, and for the first time on the board of directors, he publicly questioned the investment vision of these shareholders.
For Ma Yun's reprimand, Yahoo's spokesperson was a little angry.
However, the other party did not scold Ma Yun at this time. After thinking about it for a while, the director of Yahoo thought for a while and said, "We need to consult the headquarters on this matter..."
"ridiculous!"
Ma Yun didn't give him a chance, and said directly: "This is Ali, now we are discussing about Ali, there is no need to inform anyone!
If you have any dissatisfaction, you can hold a general meeting of shareholders to make a decision!
Vote now, and if you agree to the implementation of the subsidy policy, vote with a show of hands! "
As soon as these words came out, the director of Yahoo's face turned dark, and he suppressed his anger, and he just held back.
As the spokesperson of the shareholders, he must consider the interests of the shareholders.
But as Ali's team, Ma Yun is right.
There is no need to inform others about the company's strategy.
This is Ali's board, not Yahoo's.
Now that the board has approved it, it can be implemented.
As for Yahoo's dissatisfaction afterwards, it can only convene a general meeting of shareholders to refute.
However, it takes time for the general meeting of shareholders to be held.
This time difference was exactly what Ma Yun wanted.
The policy has been implemented, should it be abandoned halfway, or he should be dismissed from the position of chairman?
This possibility is not impossible, but now Ali is precarious. At present, if Yahoo and Softbank dare to make such a decision, there is a great possibility that Ali will eventually collapse.
Do they dare to bet?
Ma Yun is the spiritual pillar of Ali!
In normal times, Ma Yun would not be so tough, but at this time, it doesn't matter whether he is tough or not.
Even if Yahoo and Softbank are dissatisfied with him, they will not do anything to him at this time. After all, with so much investment, no one wants to lose everything.
Ma Yun announced the vote, and more than half of the people in the conference room began to raise their hands.
On Ali's board of directors, Ali's management team has the most directors, reaching 5 people, which is why Ma Yun has been able to suppress Yahoo.
Secondly, there are Yahoo and Softbank, with a total of 4 people on the board of directors, but they are all non-executive directors.
Needless to say, Ali's five people all raised their hands.
In the management team, Ma Yun has absolute prestige.
On the Yahoo side, there are currently three non-executive directors, none of whom have moved.
Although Softbank's shareholding is not low, Softbank trusted Ma Yun in the early stage, and most of the voting rights were handed over to Ali's team.
I only retain one director, and in fact, I don't usually participate in the company's affairs.
But most of the time, the director supported Ma Yun's team.
But this time, the other party hesitated for a while, and finally did not raise his hand.
Ma Yun saw it, his face remained unchanged, but there was a touch of melancholy in the depths of his eyes.
Softbank, not firm enough!
In the past, Softbank has always supported him, which is why he has always been able to gain the upper hand in the battle with Yahoo.
But now, the representative of Softbank hesitated.
In the face of Ma Yun's large investment and the formidable and terrifying opponent, it seems reasonable for Softbank to waver.
But at this critical juncture, Ma Yun still hopes that the other party will continue to support him, and his attitude towards Softbank and Yahoo is actually different.
Softbank has supported him for too long, so long that Ma Yun also feels that if Ali makes profits, Softbank should follow suit.
However, at this moment, favors are not greater than benefits after all.
Ma Yun's thoughts disappeared in a flash, and finally regained his composure. After looking at everyone in the conference room, Ma Yun said in a deep voice: "5 to 4, the resolution is passed!
Next, the warehousing and logistics subsidy policy will be implemented..."
After he arranged the work, several directors of Yahoo left quickly.
The representative of Softbank hesitated to speak, and finally shook his head and left first.
Cai Chongxin, who has been following Ma Yun, sighed when he saw this. He is also a member of the board of directors. He is even the only veteran who is still at the decision-making level besides Ma Yun from the establishment of the company until now.
The introduction of these capitals is actually related to him.
But now, the attitudes of these shareholders have changed a lot from their expectations and trust back then.
Ma Yun didn't say a word, and walked out the door after arranging the task.
This board meeting was held urgently, and it was already pitch black outside.
Going all the way to the elevator, going downstairs from the elevator, and then outside the building, Ma Yun suddenly turned his head to look at Cai Chongxin who had been following behind him with a smile: "Lao Cai, do you still have the confidence to start over again?"
"have!"
"I have it too!"
Ma Yun looked up at the dark sky, smiled lightly and said, "It doesn't matter if you succeed or fail, can you beat me, Ma Yun?
What's more, losing doesn't mean you really lost.
Success or failure, who can tell? "
Cai Chongxin was silent, wrapped up his clothes, and said after a while: "Let's work for another ten years, and the one who laughs last will be the hero!"
"Okay, another ten years!"
Ma Yun laughed loudly, and then walked forward.
Cai Chongxin, who stayed where he was, looked at the old man's hearty smile, shook his head, and said softly, "That's a monster..."