Hang Yu told Qiu Xueyan about the meeting and wanted to hear what she thought.

"During the meeting, Ali seemed to be very interested in this matter, but in fact, he didn't talk about it in detail, and I think they must have a backhand. Lao Ma must be very confident in self-built logistics, and I wonder why he is so confident. Hang Yu said.

"Ali shouldn't be short of money. Qiu Xueyan said.

"It's really hard to say, but from the perspective of the profitability of their products, it is possible to invest in logistics at full risk. But if you think about it, could they put all their money on logistics? Ali is more financially tight than we are. Hang Yu said.

"Since their funds are also tight, most of them are cooperating with others. Qiu Xueyan said.

Hang Yu patted his head, he didn't even think of such a simple method.

A lot of information about rookie logistics popped up in his mind, which is a third-party logistics platform jointly established by SF, Shentong, Yuantong, Zhongtong, Yunda and some financial institutions.

Yes, the self-built logistics that Ma Yun said is mostly fooling Hangyu in vocabulary.

His real plan is not to build a logistics company from scratch at all, but to build a third-party logistics platform through cooperation and integrate most of the domestic logistics enterprises.

No wonder Jack Ma told the story of the Horizontal Couple... Hang Yu remembered what Sun Chuan said before, business talks are virtual and real. In this way, Jack Ma is talking about horizontal and vertical, most likely not for payment issues, but for logistics.

The reason why he even went across and vertically from the point of view of payment was mostly to cover up his true intentions. If Hang Yu didn't know some bits and pieces of information about the future, he wouldn't have guessed so many things.

"If Ali successfully builds a third-party logistics platform and gains advantages from logistics, their e-commerce business will naturally develop better, and there is no need to take out such an important thing as Alipay for financing. Hang Yu suddenly realized.

Logistics is important, but for an e-commerce business, payment software is even more important.

When Jackma said that he wanted to take Alipay out for financing to deal with micropayments, Hang Yu didn't believe it. If you find a big financier, the super big kind, Hang Yu will believe it, and find Tencent NetEase financing... It's too unlikely.

"What, have you figured it out?" Qiu Xueyan knew at a glance that Hang Yu had figured it out.

"Wake up the dreamer with a word, you are definitely my lucky star. Hang Yu said: "With Lao Ma's style of doing things, he definitely chose the way of cooperation to build a logistics platform in the short term." There are a lot of existing logistics companies, we do swallow logistics, not only canceled the cooperation with them, but also further robbed their business, they are probably happy to join forces. ”

"It's just cooperation, it seems that the impact on Swallow Logistics is not very big, and we can also cooperate. Qiu Xueyan said.

Hang Yu thinks about it, although he has swallow logistics, but because the construction time is still short, in some cities in the inland area, as well as in rural areas, a dense logistics network has not yet been formed, and many places cannot be delivered.

Therefore, Jiangnan Mall and China Baby, a lot of business is still handed over to logistics companies such as SF Express and Shentong. It was not Hang Yu who handed it over to them, but the third-party shopkeeper consciously chose it, and as long as there was money to make money, the other party would not refuse.

In other words, even if Ali cooperates with these platforms, it will be a tie with Swallow Logistics at most. In fact, the efficiency and advantages of Yanzi Logistics in e-commerce are really not comparable to SF Shentong.

Since it can't be compared, how effective is the cooperation?

"Why, are you struggling with whether to cooperate again?" Qiu Xueyan said.

"No, I think Ali must be more than just cooperating, they have other hole cards. Hang Yu said.

Others can't understand Hang Yu's questioning, because he is the only one who knows the future.

Simple cooperation, rookie logistics can not surpass Jingdong logistics in two or three years, bundling several logistics companies, not one plus one equals two, if the cooperation is not coordinated, it may be better to go it alone.

Even if they cooperate and coordinate, they don't have that much ability.

Like a certain pass, the express speed is slow, and the speed will not increase because of cooperation.

Like a certain Feng, the price of express delivery is expensive, and the price will not be reduced because of cooperation.

Such a third-party logistics that only looks huge, but the service quality is unstable, is not able to fight Swallow Logistics. At least in the area of online shopping, there is no doubt about the advantages of Swallow Logistics.

In fact, now Taobao Tmall has many third-party store owners who have begun to choose Swallow Logistics.

"What hole cards do people have, you can't think of them like this, and you'll know when he shows them. Wait for him to show his hole cards, and if it's really good, we'll do it. Didn't Ali also learn from you to open Tmall, a direct sales area. As long as there is a user base, even if you do it later, you can gradually recover the disadvantage. Qiu Xueyan comforted.

"That being said, it would be better if you could predict your opponent's move in advance. Hang Yu said.

"If you want to predict your opponent's next move, you have to put yourself in his shoes. Because your way of doing things is too different from those Zhejiang businessmen, and even different from most businessmen. Qiu Xueyan said.

"His perspective, I think. Hang Yu said vaguely.

Saying this, he was still recalling some information about Ali in his previous life.

Hang Yu doesn't need to think from the opponent's point of view, he just needs to recall Ali's development process. Suddenly, Hang Yu remembered a little more effective information, he remembered that Ali later invested in physical stores, and he was very generous.

As a consumer, Hang Yu just watched the news and did not delve into Ali's approach. In fact, he didn't understand at that time, why did Ali invest heavily in physical stores, isn't the future the era of e-commerce?

Seeing that her husband was deep in thought again, Qiu Xueyan didn't bother him anymore and quietly went to cook.

E-commerce, logistics, physical stores... Is there any connection between this?

If Hang Yu was still a consumer, it would be difficult for him to figure it out, but he is also a master now. Having been an e-commerce business for so long, Hang Yu knows more about business than ordinary people, so he vaguely feels that there is some kind of connection between the three.

This thought for more than an hour, the sun was setting, and Hang Yu didn't even notice it.

The time to think always flies very quickly, Qiu Xueyan cooked and called him from afar. After Hang Yu was awakened, he found that it was dark, and he was still wearing a pair of swimming trunks, which was a little cold.

"Have you come up with it?" Qiu Xueyan asked casually.

"No, tomorrow I'll take these analyses to the office and let everyone think about them. Hang Yu said.

"The three stinkers have beaten Zhuge Liang, you will definitely be able to figure it out. Qiu Xueyan comforted.