Chapter 863: The Legend Is No Longer a Legend
As time passed day by day, the news that Yuanfang Group was looking for a logistics partner also leaked out.
For a time, there was an uproar in the business world.
This is not simply a matter of seeking a logistics partner, but that Yuanfang's self-operated logistics model has encountered enormous doubts!
Over the past year, Yuanfang has invested nearly 10 billion in logistics companies.
Now, however, the facts have dealt a blow to Yuan Fang.
Self-operated logistics is the wrong way, with high cost and low efficiency, and it can't even satisfy the business of Yuanfang Mall itself, which completely wastes Li Dong's huge investment in it.
Before Yuanfang Mall cooperated with Yuanfang Logistics, others felt that they saw a new path.
But now, whether it is the IT industry, the logistics industry, or venture capital institutions, they are all starting to express their own opinions.
Self-operated logistics has no future!
There are specializations in the technology industry, and let others do what should be done by logistics companies.
If you want to grasp everything, you will end up with nothing.
Yuanfang Logistics, with an investment of tens of billions, is the biggest proof.
If Li Dong put the money into Yuanfang Mall or supermarkets, maybe the current Yuanfang Group will do even bigger.
At this time, many people began to regret it.
...
the capital.
Liu Qiangdong looked heavy.
Changes in Yuanfang's logistics system will affect not only Yuanfang, but also JD.com.
Even industry giants like Yuanfang have proved that the road of self-operated logistics will not work. The pioneers are now facing a swamp, and he is no exception.
Several investment institutions have previously negotiated a financing of 300 million U.S. dollars for JD.com.
However, as soon as the news from afar came out, these capital institutions repented one after another.
300 million US dollars has now become 100 million US dollars, and these investment institutions also advised him that it is best not to invest in the logistics system.
Even Yuanfang failed, is Liu Qiangdong better than Li Dong?
In the business world, Li Dong is a legend.
Now that the legends are down, you Liu Qiangdong, He Dehe Neng, feel that you can surpass Li Dong.
Liu Qiangdong no longer smiled, and murmured: "It shouldn't be!"
"The importance of self-operated logistics is self-evident. The logistics system is the lifeblood. How can it be handed over to others..."
"Li Dong, you are hurting me!"
Liu Qiangdong was really aggrieved at this time, he felt that his thinking was right, and Li Dong's thinking was actually right.
Self-operated logistics is very necessary, even more necessary than the construction of e-commerce websites.
But now, Li Dong, the pioneer in the industry and the first to eat crabs, has fallen.
He spent a huge amount of money to establish a self-operated logistics system, which not only failed to form an effective combat effectiveness, but also dragged down the development of Yuanfang.
Up to now, Li Dong had to turn to foreign aid.
For Liu Qiangdong, this was like a bolt from the blue!
Li Dong is wrong, is he right?
Should he continue to persevere?
Once he persists, the investment institutions may not be optimistic about him. Without money, what will he use to develop and surpass.
No richer than Li Dong, JD.com is just like a child waiting to be fed, not yet capable of self-reliance.
He relies entirely on the optimism and support of investment institutions.
When Li Dong defeated Taobao once by relying on self-operated logistics, all major investment institutions were extremely optimistic about Li Dong, and they were also extremely optimistic about the self-operated logistics system.
At that time, everyone was rushing to send money to JD.com for development.
In half a year, Jingdong raised 200 million US dollars in financing, which is more than Jingdong's total assets.
Even, a financing of 300 million U.S. dollars is about to be ushered in. At this time, everyone is excited like chicken blood, and feels that JD.com has an extremely bright future.
But in just a few days, the situation changed.
The much-anticipated JD.com fell to the bottom all of a sudden due to the impact of distant events.
It is a bit exaggerated to say so, but Liu Qiangdong's self-operated logistics system construction was rejected by major investment institutions.
Of course, the veto was not so thorough.
After all, Li Dong has not failed yet, and there are some difficulties in the early stage.
Everyone can understand.
However, if the situation in the distance continues to deteriorate, self-operated logistics will be a dead end in China, and I am afraid that no one will support JD.com anymore.
Liu Qiangdong sighed softly. In the past, he wished for Taobao or Yuanfang to die.
However, at this moment, he very much hopes that Yuan Fang can cheer up.
Yuanfang's logistics system is in a slump, and Liu Qiangdong's dream may also be shattered.
...
at the same time.
Lin'an.
Ma Yun frowned tightly, shook his head and said, "Guangchang, it's too early to make a conclusion."
Guo Guangchang said helplessly: "I hoped that he would succeed, but now the result is obvious, Li Dong failed."
"Old Ma, rookie here, if you say continue to invest, then I will continue to support, in fact, there is no loss for me.
Isn't it just a storage center?
It's not a loss for me to take it down, anyway, the land is there.
What about you?
You have to think for yourself, can Softbank and Yahoo agree to an investment of tens of billions?
It would be fine if Li Dong succeeded, they were all eager to catch up with him.
But now, the situation on Li Dong's side is not very good. Almost 50% of Yuanfang Mall's business is handed over to outsourced logistics, and they can only provide 50% of the service themselves.
Nearly 10 billion investment!
With so much money spent, 50% of the business goals have been achieved, which is too inefficient.
Your Ali’s stock price has been falling for a while. If you insist on going your own way and spend huge sums of money to invest, I think you will be in big trouble. "
When it came to the stock price issue, Ma Yun frowned and said: "What do they know!
At the beginning, I said that now is not a good time to go public, but those people insisted on not listening.
However, listing is not without any benefits, at least it has raised tens of billions of funds for our development.
Now that the stock price is falling, let him fall, and when the stock price falls below the bottom line, I...cough cough..."
Guo Guangchang knew what he meant, frowned slightly and said, "You want to delist?"
"I don't have any plans for now."
"You'd better not have this plan, old horse, I didn't hit you, once you delist, how many people will scold you so that you can't hold your head up?
Shareholders will scold you, investors will scold you, I am afraid even Ali employees will scold you..."
"I do not care!"
Guo Guangchang smiled wryly, shook his head and said, "Then you can figure it out, anyway, you should think twice about this matter.
On the rookie side, I will not divest.
In fact, I think self-operated logistics can still be done. If Li Dong can't do it well, it may be a problem with the management.
I heard that Qin Hai, the boss of Yuanfang Logistics, is the father of the girl Li Dong took to the meeting last time.
It's a pity for Li Dong. I thought he could go on, but I didn't expect that he still couldn't get rid of the narrow thinking of private enterprises in the end. "
After Guo Guangchang finished speaking, Ma Yun also sighed softly: "I, like you, say that he and I are rivals, but in fact I admired him a lot before.
It's a pity that this guy is still not open-minded enough.
Why can't private enterprises do big?
Can't be the best in the world?
Management is the biggest problem!
In terms of employment, nepotism is safe, but it also inhibits the development of the enterprise and cuts off the motivation of the people below to attack upward.
Do employees have no motivation, but do they still have the passion to fight?
I think Li Dong is blinded, a little immersed in past success.
If he changes now, I think Yuanfang Logistics may not be able to come back to life. "
Guo Guangchang nodded in agreement, and both felt sorry for Li Dong.
After chatting for a while, Ma Yun said again: "However, this guy Li Dong didn't forget to help me when he was here, and directly blocked 50% of my logistics channels in East China.
According to my budget, Yuanfang Logistics can still maintain full operation in East China.
It turned out that he was willing to spend money to deploy in East China. Didn't he deliberately give me eye drops? "
Guo Guangchang couldn't help laughing when he heard that: "I also know him a little bit, he is capable of this kind of thing.
But then again, are you okay here? "
"There is no major problem for the time being, but I still have to be prepared, half of the logistics channels can barely meet our operations.
If he poached some more, the trouble would be big.
That's how Suguo was defeated at the beginning, and the supply channel was cut off..."
Speaking of which, Ma Yun suddenly frowned, picked up the coffee and drank it in one gulp: "Guangchang, don't you think there is something wrong with this?"
Guo Guangchang is not an idiot either, he was suspicious when he heard it: "You mean..."
"right!"
Ma Yun's eyes flickered and said: "Tell me, is he repeating the old tricks? Deliberately using fake news to confuse us?
Then we cut off our logistics channels along the way, which made us lose our competitiveness all at once. "
"But this doesn't make sense, after all, you still retain more than half of the logistics channels.
And you don't have high requirements for logistics. Except for Taobao Mall, the rest of the logistics services are provided by the merchants themselves.
There are countless small and medium-sized logistics companies all over the place. Even without the support of those large logistics companies, you will not have too much trouble here.
Unless Li Dong cut off all your logistics channels at once, is this possible? "
"Impossible, but I always feel that something is wrong. Yuanfang Logistics has been operating very well before, why is it suddenly not working?
What the hell is Li Dong doing? "
Ma Yun also couldn't understand at the moment, obviously there were some things that he didn't think through.
Seeing this, Guo Guangchang smiled and said, "No matter what he wants to do, just don't give him this chance.
This time, what he poached is only part of the East China logistics channel, and other places, you can have snacks.
At that time, unless he cuts off all the national logistics channels, what else can he do to you? "
Ma Yun nodded slightly and said: "That's true, it seems that there must be some blood."
Keeping your own logistics channels will definitely not work without bleeding.
Now the SF Express companies are all waiting to raise their prices on the ground.
This time, in order to monopolize the East China channels of several major express delivery companies, Yuanfang offered very favorable terms and prices.
If he didn't bleed, it would be easier for Li Dong if there was internal strife.
...
plain.
It was getting darker.
The weather forecast said that there will be sleet in the past few days, but the snow has not yet been seen, and small raindrops have already dripped down.
After a while, the glass on the window was cracked.
Li Dong was staring out the window, when Chen Ke knocked on the door and entered, "Mr. Li, Mr. Qin is here."
"Let President Qin come in."
Soon, Qin Hai pushed the door open and entered.
Seeing this, Li Dong smiled and said, "Uncle Qin, the journey is tiring, why don't you rest for a few more days?"
Qin Hai didn't answer, stared at him for a while, and said in a deep voice: "You always have your own ideas, and I usually just need to implement them.
I have no idea about this incident.
The problem with the logistics company is that I didn't do it right, and I admit it.
But there is one thing I have to say, the current logistics has not reached the point where it cannot survive!
Just give us a few days to adapt, we will be able to do our best soon, I have this confidence!
But now?
Seeking foreign aid is a major blow to Yuanfang Group and Yuanfang Logistics.
The morale of the logistics staff has plummeted. We used to think we were doing well, but now we know that in the eyes of the group, we are a drag.
Mr. Li, I hope you can give us a reason for this matter.
Not for me, but for all logistics company employees!
A team of 7,000 people, because of your decision, we have become the laughing stock of all colleagues.
In the past, when we went out and put on work clothes from afar, everyone raised their heads higher than others.
But now, when we meet other logistics company employees on the road, especially those from Santong, we can't wait to stuff our heads in our crotches!
Yuanfang’s own express delivery is actually not being transported by our people, but by people from other companies. Can you understand this blow? "
Li Dong sighed softly: "I can understand, really understand.
But Uncle Qin, I naturally have my reasons for doing so.
And the logistics side is indeed expanding too fast, we need to slow down.
After getting through this year, we have experience and order, and it will be the same when we kick other people out at that time.
This time we only signed a one-year agreement with the three links. After one year, our foundation is solid. Who will dare to laugh at us by then? "
"Okay, I admit that what you said makes sense." Qin Hai nodded, and said again: "But why didn't you even give us a chance?"
"In a few days, the group couldn't wait to sign the agreement. Could it be that we can't hold it for a few days?"
Li Dong said softly: "It's raining."
Qin Hai frowned.
Li Dong said again: "The forecast says there will be sleet."
"Even if it snows, we can survive!"
"I dare not take this risk." Li Dong sighed: "You have to understand me, the development of Yuanfang Mall is not easy. After Taobao Mall goes online, we are under a lot of pressure."
"At this time, if there is a problem with logistics, who will give us a chance to save ourselves?"
"I can only choose to plan for a rainy day. It is best if nothing happens. If something happens, we still have a way out.
Everything is not afraid of ten thousand, but in case, what if we can't hold on?
Maybe you think I'm thinking too much, but we haven't experienced this.
Last year, Yuanfang Mall did not open a national channel, and our logistics in East China alone could not support it.
Now not only has the national channel been opened, but the business has also increased by 100 times!
What is the concept of 100 times?
The daily turnover of our mall has reached more than 50 million, and there will only be more as it approaches the end of the year.
Even if an average of 80 million per day, 100 yuan is an order, there will be 800,000 express deliveries a day.
In this rainy and snowy weather, can we really hold on?
There is still one month before Chinese New Year, more than 20 million express deliveries, 7,000 employees, and each person must deliver more than 100 pieces per day.
Can this be done for experienced veterans, but can it be done for newcomers?
Especially in this season, I find it difficult, too difficult.
More than 90% of our employees are newcomers, which is really hard to do. "
"But as long as we increase the incentives, 100 pieces can still be done!"
"What if the daily sales exceed 80 million? This may not be the case."
"Then you don't need to sell more than 50% of the business in the east, at most 30% is enough." Qin Hai continued: "I'm not competing, but in this way, the company has spent too much money and it's not worth it."
Li Dong said with a smile: "Whether it's worth it or not is the same thing. Besides, I'm not just doing it for our business."
Qin Hai looked suspicious, what do you mean?
Li Dong didn't explain, and he didn't bother to explain.
In fact, even without this snow, he wanted to give it a try.
Boil the frogs in warm water.
Cut off 10% of Taobao's channels in the east today, and cut off 10% tomorrow.
It's just spending money, and Taobao won't notice it if it goes on like this day by day.
They are different from Yuanfang. Most of the goods in Yuanfang Mall are independently operated.
On Taobao, they are all self-employed.
Self-employed people will not be so keen, they will only feel that the express delivery is a little slower and delivery is a little more difficult.
By the time Taobao realizes this, it may be too late.
Of course, in this way, the capital spent in the distance may not be small.
So Li Dong's action was a little bit bigger this time, just to take advantage of the snow and go straight to a one-hit kill.
If you can't do it this time, then take your time later.
Although Taobao will definitely know after this time, it's nothing. Even if they can't defeat them from the logistics, Li Dong's intervention will cause the logistics cost to rise.
The courier company is not stupid, when will it wait until the price is not sitting on the ground at this time.
And Yuanfang is not afraid, Yuanfang Logistics is the confidence.
Does the rookie have the confidence now?
No!
All in all, whether it is success or failure this time, Li Dong is not at a loss.
It was successful, but Taobao products could not be sent out, and consumers were completely disappointed.
If it fails, logistics costs will increase, and merchants will only earn back from consumers. In the end, Taobao’s biggest advantage will drop a lot.
Taobao is now playing the slogan of high quality and low price. Once the quality is not good and the price is not cheap, what advantage do they have?
What Li Dong paid was the reputation of Yuanfang Logistics and a part of the money.
As for reputation, it is enough for one to know about one's own affairs.
When this snow disaster is over, everyone will know whether Yuanfang Logistics has combat effectiveness.
Fame is not something to be boasted about. If you don't fight for real, who knows if you can do it.
Qin Hai didn't get an answer, but Li Dong gave an explanation anyway. He won't be staying for long at this time, and he has to prove himself for some things.
After he left, Li Dong continued to look out the window.
The rain was getting heavier and the weather was getting darker.
I am about to launch an attack on Taobao, will Xu Shengzhe also prepare to launch an attack at this time?
Thinking of the Xu family's father and son, Li Dong sighed softly, the family affection of the big family is always so weak.
I don't know if there will be a day in the future when the Li family will become like this.
Li Dong smiled self-deprecatingly, he was really worrying for nothing, he was only in his twenties, what's the use of thinking about those things.