Lin'an, NetEase.

Ding Sanshi warmly shook hands with Zhang Yida, "Mr. Zhang, welcome to NetEase to guide the work." ”

"Brother Sanshi, saying this makes me panic! You are a senior, and NetEase is also the object of our learning.

Also, you still call me Yida, what is too much. ”

Zhang Yida politely played, although Ruixiang and NetEase have competition in the game business, and even "Wilderness Action" was hacked out of the short video and live broadcast on Doushi, Kuaishou, and Station B.

But this does not affect the sympathy between him and Ding Sanshi!

Lao Ding is also an Internet person with feelings, he likes music and has made NetEase Cloud Music, and he likes to eat assured pork and has made Weiyang pig.

This is a big guy who turns his hobby into a career, and he has also lived a life that everyone envies, raising pigs during the day and DJing in nightclubs at night.

And the company's business has not been left behind, NetEase is the best mixed among the three giants of the portal, the game ranks second in China, and the market value ranks among the top five listed Internet companies in the country.

Today, when Charles suffers from depression and Sina takes refuge in Ahri, NetEase can still have such achievements.

I have to praise that Ding Sanshi does have two brushes!

Ruixiang and NetEase also have a lot of business cooperation, such as NetEase Yanxuan, NetEase Koala is on the shelves.

As Huang Xin said, "competition and cooperation" will be the norm in the future, and there will be competition and cooperation between companies.

Ding Sanshi smiled, his eyes narrowed into a slit.

Although there has been an unpleasant encounter with Ruixiang, it has already turned the page.

Businessmen, look at the money!

Beckoned Zhang Yida to sit down and drink tea, and chatted about some major events that have happened on the Internet recently.

"Ruixiang's valuation of $250 billion is low!"

Ding Sanshi said with a smile, "If you want me to say, why do you want to make a foundation of 300 billion." ”

Zhang Yida smiled faintly, "Many of our businesses are not too advantageous in the competition, and it is normal for the market to have certain suspicions."

Of course, it depends on the situation of the roadshow, and then make adjustments. ”

Ding Sanshi nodded, IPO is equivalent to selling goods, and if you sell too much at one time, it will be worthless.

Pricing and fundraising amounts, which need to be adjusted according to the actual situation.

After a brief conversation, the two finally got to the point.

"NetEase Koala has been losing money for several years since it was launched in 14 years, and its business growth is also declining, have you ever thought about reducing the burden on NetEase?"

Since the beginning of the year, NetEase Koala has been negative.

At the beginning of the year, the merger with Amazon China ended in failure, and then there was unfavorable news such as layoffs and sales.

Internal profitability is difficult, business growth is declining, and external Tmall Global, Gou Donghai Hoarding Global, and Vipshop International are catching up.

Ding Sanshi learned from the pain and decided that the strong man broke his wrist, and there was the scene where Zhang Yida went to Lin'an in person.

"Well, NetEase Koala is currently the first in the industry, accounting for 27.7% of the market share of the entire cross-border e-commerce industry. ”

Ding Sanshi said with a smile, "From the bottom of my heart, I don't want to see the company sold." ”

Zhang Yida doesn't smile if he doesn't smile, who will he get?

first emphasized the market share of NetEase Koala, and said that he did not want to sell the company.

Talking so much, it's nothing more than wanting a high price!

Ruixiang really wants to open up a situation in the cross-border e-commerce business. ”

Zhang Yida said very seriously that although Ruixiang has two major cross-border e-commerce business platforms, Xiaohongshu and Duoduo International, its market share is not high.

Among them, Xiaohongshu occupies 3.7% of the market share, and Duoduo International only accounts for more than 1% because of its late start.

Tmall Global has a market share of 25.1%, while Goudong and Vipshop have 11.6% and 9.4% respectively.

Ruixiang's two major business platforms combined, can only rank fifth in China.

If Amazon's overseas purchases with a market share of 6% are counted, Ruixiang can only rank sixth in cross-border e-commerce.

With the acquisition of NetEase Koala, Ruixiang can immediately rise to the first place in this field.

And with the help of Koala's brand, you can complete a brand upgrade for Pindodo, which is similar to the subsidy of 10 billion yuan, all in order to cut the customer market with a high unit price.

Ding Sanshi smiled, looked at Zhang Yida, and said, "I'll make an offer?" Are you sure?"

Zhang Yida nodded very calmly, and raised his hand to signal Ding Sanshi to continue the offer.

"$3 billion!" Ding Sanshi smiled and spat out a number.

Zhang Yida smiled and said nothing, Ding Sanshi really slaughtered himself as a local tyrant.

"Although NetEase Koala currently ranks first in the market, the gap with Ahri is narrowing, and there is only a 2% gap at present.

Cross-border e-commerce is an industry that fights channels, supply chains, logistics and traffic.

Even after we take over the koalas, we need to spend a lot of money to fight Ahri. ”

Ding Sanshi smiled and said, "But there is also a chance to attack, isn't it?"

The subtext is that if Koala is not acquired, Ruixiang will not be qualified to be an opponent with Ahri in the field of cross-border e-commerce.

Zhang Yida is not angry, because what he said is also true.

"NetEase Cloud Music is developing very well, but if you want to fight against penguins, you have to work hard. ”

Zhang Yida took a sip of tea and said lightly.

Ding Sanshi felt that Zhang Yida was jumping very fast, why did he get involved in Netease Cloud Music again.

He followed Zhang Yida's words and asked with a smile, "Yida, what do you think?"

Zhang Yida pursed his lips and smiled, "I can't talk about it, but there are one or two suggestions." ”

"Please!" Ding Sanshi raised his hand.

Zhang Yida was not in a hurry to answer this question, but talked about the layout of penguins in the upstream and downstream of music.

"The world's largest music streaming media has been cross-shared, and I heard that I am planning to take a stake in the world in the near future.

If they succeed, it will really beep the dog, and the penguin will indirectly hold Resso.

All music streaming media in China will live in the shadow of penguins, just like now, you have to buy music rights from penguins. ”

Zhang Yida sneered, "If I'm not wrong, NetEase Cloud Music is losing a large number of users, right?"

Buy a membership, but the result is still a lot of songs that you can't listen to or download.

Penguin wants to engage other music companies in China, not too simple.

Although NetEase Cloud Music has a good community atmosphere, most of the popular songs are not available, and users will still vote with their feet. ”

Ding Sanshi frowned, Zhang Yida was right.

The biggest problem is that NetEase entered the game late, and he himself was reluctant to stud and bet heavily on the music field.

"Then according to you, how should you break the situation?" Ding Sanshi asked.

"Break the game with force and break the penguin's monopoly on music copyright. ”

Zhang Yida smiled, "Penguins can invest in the three major records, and so can we!"

In any case, Penguin can no longer be allowed to monopolize the mainland copyright general agent. ”

Ding Sanshi thought that Zhang Yida had any high opinions, but it turned out that he was still a Jinyuan player.

He smiled and said, "Yida, this is not a small amount of money required to invest in the three major records.

At least 5 points must be entered, so that it can be said that it is a more important shareholder and has the ability to exert a certain influence on the record company.

The combined valuation of the three major records is nearly $90 billion, and a 5% stake would cost almost $4.5 billion.

It's not easy to come up with such a large sum of money, isn't it?"

Zhang Yida said with a smile, "After Ruixiang completes the listing, we can pay this money." ”

"What does it have to do with us when you take a stake in the three major records?"

Ding Sanshi basically touched some of Zhang Yida's routines, but he still pretended to know nothing and asked.