Chapter 1684: Listening to Thunder in a Silent Place

On November 26, Yuanfang officially signed an acquisition agreement with Ali.

Taobao, Tmall, Cainiao Logistics, Morningstar Express... and other related businesses have all been included in the sale.

The two sides held a press conference in Lin'an.

Neither Li Dong nor Ma Yun attended.

Cai Chongxin attended the press conference on behalf of Ali Group. At the press conference, Cai Chongxin did not refute too much in the face of some media's theory of Ali's decline.

Online shopping-related businesses were sold, and Ali's strength has indeed weakened a lot.

Despite receiving 4.5 billion U.S. dollars and a capital flow of more than 30 billion yuan, the outside world still began to doubt Ali's strength.

However, at the press conference, Cai Chongxin briefly said a few words about Ali's future direction.

Abandon the online shopping business, and shift from C-type customers to B-type customers.

The so-called C-type customers generally refer to individual users, while B-type users are business users.

In fact, these B-type users are the root of Ali’s start. However, in the past two years, the development of Dibao has been rapid, and Ali has invested more in Dibao, focusing more on C-type customers.

Now, Taobao is sold, and it is only natural for Ali to return to the basics.

At the moment, Alibaba Software already has tens of millions of small and medium-sized enterprise users around the world, providing online software services for these enterprises.

In addition, Ali acquired Wanwang, mainly to provide complete application services for enterprise users.

Finally, Cai Chongxin announced that the business focus of Ali's B2B website will focus on the top of the retail supply chain.

In other words, after Ali sold Taobao, it no longer does personal business, and the core is to control the core retail supply chain.

Abandoning Treasure does not mean that Ali has given up the retail business.

In fact, Ali is an online retail group through and through. When Taobao existed, Ali aimed to create a one-stop retail service. In fact, it is not much different from JD.com’s ten-section sugarcane theory.

Whether it is Ali, JD.com or Yuanfang, the main purpose is to eat more sugar cane and master more retail service links.

now,

When Taobao was sold, Ali gave up the vertical sales channel, but put the core on the core supply chain channel.

For retail enterprises, the supply chain is the top priority.

Big manufacturers and brand owners are in the minority after all.

Retail groups have more contact with suppliers of small and medium-sized enterprises, whether offline or online, and brand products are only a small number after all.

The public uses more, buys more, or the products provided by small and medium-sized enterprises.

Ali now provides Internet services for small and medium-sized enterprises, and focuses on investing in B2B platforms. The purpose is to grasp the core of these small and medium-sized enterprises.

Focus tens of millions of small and medium-sized enterprises on Ali, and control major retail groups from the source.

Once Ali's business grows bigger, it will be able to check and balance these platforms in the distance.

Of course, as Yuanfang is currently the largest online shopping platform in China, even if Ali controls the supply chain, it will have limited effect on Yuanfang.

According to Ma Yun's previous expectations, if Tmall and Tmall can grow bigger and control the core supply chain, then Ali will be in an invincible position.

Unfortunately, Li Dong didn't give him this opportunity and time.

When Ma Yun first had this idea, he quickly defeated Dibao, which made Ma Yun have to give up this idea.

...

On the highway from Lin'an to Pingchuan.

Li Dong said with emotion: "Actually, I used to think that Alipay and Alipay are the roots of Ali's strength.

It wasn't until the past few years, watching Ma Yun's little layout, that I realized that this was all my illusion.

Fortunately, we defeated Di Bao one step ahead of time, otherwise, we would be in great trouble in the future.

Since 1999, Ali has been wooing small and medium-sized enterprises, and now, ten years later, the interests of many small and medium-sized enterprises in Huaxia are bound together with Ali.

Listening to thunder in a silent place, Ali did it quietly, and it has actually penetrated into all aspects of retail.

Once the delay continues, and Tmall and Tmall grow bigger, and the terminal supply chain is controlled by Ali, then our platforms may really be controlled by Ali. "

In the previous life, Ma Yun said that Ali was to cultivate more Jingdong, Li Dong scoffed.

In fact, many people think that Lao Ma is bragging.

In this life, Ma Yun actually said the same thing, but the object was changed to a distant place.

If Li Dong didn’t see it too thoroughly before and was attracted by Dibao and Alipay, then this time Dibao was sold and Ali focused on the development of Alisoft, Wanwang, and B2B, and Li Dong saw it very thoroughly.

These major businesses are all to better control small and medium-sized enterprises in the hands of Ali.

A company that uses Ali's software, website construction, domain name provision, and online transaction channels are all owned by Ali. Even if the company thinks it can ignore Ali, it is actually controlled by Ali.

Of course, Ali has not reached this point at the moment, but as time goes by, this will happen sooner or later.

When an enterprise becomes dependent on Ali, it actually means that it cannot do without the other party, and Ali has subtly become an affiliated enterprise of Ali.

Controlling the source of the supply chain, how can JD and these platforms compete with Ali?

Even in the field of vertical sales platforms, the performance is not worse than that of Ali, but the gap is actually quite large.

In later generations, the market value of Ali is ten times that of JD.com. From the point of view of the sales platform alone, JD.com is actually no worse than Tmall and Tmall.

Moreover, JD.com also has its own logistics and warehousing system, which is stronger than Dibao.

Ali's market value is ten times that of the other party. Where does the gap come from?

These businesses of Alipay are not counted. Ali is listed, and Ant Financial is still independent and has not been merged into the Ali system.

If the market value of JD.com is the same as that of Taobao and Tmall, then the gap between the remaining 9 JD.com lies in the business that Ali is doing now.

Of course, the cloud computing business that will expand later will also be added.

So what Ma Yun said about cultivating more e-commerce platforms is not bragging.

Hearing what Li Dong said, Tan Haiying, who was sitting next to him, couldn't help saying: "Mr. Li, in fact, we can also do..."

Li Dong waved his hand and said with a smile: "We can't chew too much, let alone we don't have the time and energy to do it.

Moreover, we are different from other platforms.

Ali wants to control the source of the supply chain, which has a great influence on other platforms and does not have much influence on us.

He split B2B separately to do it, and Yuanfang has actually integrated B2B business into the current online shopping platform.

And what we do more is to integrate offline and online systems. What Ali is doing now is only a single online supply chain control, which has little impact on us.

They do it because there is no other way.

As for us, we haven't finished our own journey, and now we have to go another way, which doesn't make much sense.

Let the old horse do it, he has experience and energy.

Ali has been preparing for this since 1999, we can't compare.

But it doesn't matter, let him fatten up first, and then we will cut the meat a little bit.

When he becomes stronger, Yuanfang will only become stronger. As the largest farmer in China's retail sector, Ali is just a big fat pig raised by us.

When you want to cut meat, cut some.

Of course, I'm talking about me. Whether you have the ability to cut meat in the later stage depends on your ability.

If it is made bigger by Ali, then Ali will become another big farmer.

We are strong at the front end, and the opponent is strong at the terminal. It is hard to say who is stronger and who is weaker.

At that time, he may covet the front-end platform, and we will also find ways to develop the terminal market at that time.

All in all, don't think that Ali's sale of Dibao this time is completely useless.

Digging out treasures is very important, but in fact it's not that important, understand? "

Tan Haiying nodded, she still understands these principles.

In fact, the only thing she doesn't understand is that since Li Dong knows and thinks that Ali is Yuanfang's future opponent, why doesn't he beat him to death now?

Ali now should be the weakest time in these years.

Even if someone supports it, with Yuan Fang's strength, if he really wants to force his way into the arena, there may not be any problem.

Li Dong didn't explain, nor did he bother to explain.

There are many reasons, one is not cost-effective, and the other is that Li Dong is not willing to kill them all.

Over the years, Li Dong has used a lot of other people's things.

Even if no one knows, it doesn't mean he doesn't know.

Li Dong would be ashamed to use these people's things and kill them all.

In fact, it’s not just Lao Ma. Ma Huateng and Li Dong didn’t plan to kill them all. He told Ma Huateng at that time that he would be in charge of Teng Xun, Yuanfang’s business would be merged, and Yuanfang would only hold shares and not participate in operations. That was all true.

It's a pity that Brother Ma didn't want to, which led to the subsequent annexation.

Even so, Ma Huateng took a lot of money to run the era of joy, and Li Dong did not continue to suppress it.

If he really wanted to suppress it, the happy gathering at this time would easily be crushed by the distance.

Now that the biggest conflict with Ali, the online platform problem, has been resolved, Li Dong has completed his own layout, and naturally he will not go after him because of possible obstacles in the future.

On the contrary, he would like to see these giants rise again, which is more interesting.

...

When Li Dong returned to Pingchuan, the turmoil over Ali's sale of Taobao hadn't passed yet.

However, soon no one paid attention to Ali and Yuanfang.

The sale of treasures has become an established fact, and it is meaningless to discuss what has happened.

At this time, there was even bigger news in the business world!

On November 26th, Foresea Life Insurance acquired 500 million shares of Vanke in the secondary market at a cost of 7 billion yuan, completing its first bid for Vanke!

As the largest real estate group in China, Vanke has much greater influence and popularity than Ali.

Ali in 2009, if Li Dong hadn't targeted him again and again, he would not be very famous and not too strong.

But Vanke is different. Vanke is a real estate giant and has been the number one for many years.

When Vanke was raised, it immediately attracted the attention of countless people.

Although the other party currently only holds 5% of Vanke's shares, Huarun, the largest shareholder of Vanke, only holds about 15% of the shares.

Vanke's shares are scattered too much, and Lao Wang's shareholding is even pitifully low. Together with the president, the two hold less than 1% of the shares. At this time, there is suddenly an extra shareholder with a shareholding of 5%. , may have a series of effects.

On the 26th, Qianhai Life raised its placard for the first time. Although many people looked sideways, they were still calm.

Even Vanke didn't react too much.

But on the morning of the 27th, Ju Shenghua, a person acting in concert with Qianhai Life Insurance, purchased a large amount of shares in Vanke. After raising the placard for the second time at noon on the 27th, everyone suddenly felt that this might not be a simple investment!

With a 10% stake, it is already Vanke's second largest shareholder, second only to Huarun's shareholding.

Vanke owns a large number of stocks in the secondary market.

Compared with other companies, many companies have less than 30% of their total share capital in the secondary market, while Vanke's stock in the secondary market exceeds 50%!

Therefore, if Qianhai and Jushenghua want to continue buying Vanke shares in the secondary market, it is not too difficult. The key lies in whether they have enough funds.

Just when the two Baoneng companies, Qianhai and Jushenghua, bought Vanke shares, the trading volume of Vanke shares in the secondary market far exceeded the number of shares held by these two companies!

At this time, many people have noticed that there may still be people who are buying a large amount of Vanke's stock.

All of a sudden, the eyes of the business community turned to Vanke.

...

There are many speculations from the outside world, but Li Dong is clear.

There are quite a few people participating in the Vanke battle this time. Apart from the Baoneng Department, Xu Shengzhe is also fishing in troubled waters at this time.

Not only Xu Shengzhe, but Huarun also increased his holdings by a small amount.

And there are definitely others involved!

Xu Shengzhe didn't look for Li Dong again, but it may be because of the need for money. Xu Shengzhe transferred the Zhongbai shares held by Longhua to Yuanfang these days.

Now, Yuanfang has obtained the shares held by Longhua in China and Belarus, and has completed the absolute control of China and Belarus.

Xu Shengzhe didn't look for him, and Li Dong didn't get involved, and let him torment himself.

The outside world is concerned about Vanke, but Li Dong is not too concerned. In the past, Li Dong might have some ideas, but now he doesn't care much.

In addition, other people in the distance have not been idle these days.

In order to ensure the smooth listing of Yuanfang Retail, the most basic equity structure issues must be sorted out first.

Yuanfang's plan is very simple. With a large amount of cash in hand, the only thing Yuanfang can do is to continuously acquire the shares of those merged companies, complete absolute control, and eliminate small and medium shareholders.

When it is about to go public, the role of some small and medium shareholders will come to an end.

Before a company's IPO, it is almost inevitable to clear some small shareholders out of the market.

Moreover, an absolute holding or a wholly-owned acquisition is also conducive to the subsequent integration of resources.

In another time period, other people in the distance may not necessarily do this, just holding shares, not necessarily a wholly-owned acquisition.

But now Yuanfang has a lot of funds in its hands, the faster the listing, the faster the return of funds, the completion of resource integration, and the overall listing will be more beneficial to Yuanfang.

That being the case, wholly-owned acquisition has become Yuanfang's most commonly used method at present.

On the afternoon of the 27th, when Li Dong arrived at the company.

At this moment, Yuanfang has almost completed the acquisition of shares of Wushanglian, referring to the shares of scattered small and medium shareholders.

Next, Yuanfang will choose to suspend the listing of Wushanglian's listed companies, complete the delisting plan, and carry out reorganization.

As for Dashang, Yuanfang also increased its shareholding ratio to 32% through the secondary market and over-the-counter transactions.

Once the shares held by Bincheng Guoshang are taken over, Yuanfang will hold 40% of Dashang's shares, and the position of the first shareholder will become more stable.

The remaining shares of Sun Art held by Runtai have also entered the final stage of negotiation. Auchan has been silent, and may have chosen to give up...

In the conference room, Chen Lang reported the latest progress one by one.

Li Dong, on the other hand, didn't listen carefully.

After listening for a while, Li Dong suddenly said: "If the integration and acquisition of various companies are completed and the resources are integrated, how much is Yuanfang's revenue in the first three quarters?"

In the middle of the year, Yuanfang's revenue in the two quarters reached 268 billion.

And C2C has also created a transaction volume of 30 billion, of course, this is not included in the revenue.

As for now, Yuanfang has not completed the acquisition of various companies, nor has it merged. For example, companies such as Dashang, Wushanglian, and Wumart are still independent companies.

But soon, these companies will be included in Yuanfang's retail sales. At this time, Li Dong doesn't know how much Yuanfang's revenue is.

However, Li Dong knows that if these companies are merged into Yuanfang, it is very likely that they will be able to achieve the trillion yuan revenue target this year.

When Li Dong asked, everyone looked at Liu Hongmei.

In today's distant place, every day is different, and even these executives can't give specific data.