0743 Tmall.com in a dilemma

However, for Yang De and Zhao Qianya, although they regret it, they are not sad, because they have already paid attention to it, and after getting married, they will go to Los Angeles for their honeymoon, and the visas and air tickets will be completed, and they will go after they get married! But they didn't tell Song Chen, Jiang Yan, Zhai Yue, Wang Xiaoxue and others, Yang De was ready to surprise them!

Just when Yang Dechun proudly married the bride, Ma Yun has been a little sad recently, because he feels that Taobao's offensive is getting faster and faster, and it is becoming more and more aggressive, which makes him a little difficult to handle. Chapters are updated the fastest

In the PC era, users represent traffic, traffic represents the realization value of the website, before the advent of the mobile Internet, all the websites that occupy the traffic entrance are relatively moist! Because of the high price of traffic monetization at this time, and the sales were stable, knowing that the iPhone had redefined the mobile phone industry and the rise of mobile phone applications, the fiercely competitive Internet companies finally led to the price of traffic becoming cheaper.

But today, in 2oo2, the traffic entrance of all strategic platforms on the Chinese Internet is almost controlled by the Chen Galaxy company, and the current Ma Yun is not Ma Yun in 2oo8, at that time he decided to let all the websites of Alibaba Group block Baidu, this stick caught Robin Li off guard, almost all of a sudden Baidu lost the strategic online shopping search market, and had to force Robin Li to launch "Baidu has", and later the same as Tencent's online shopping strategy, all ended in failure!

The bad thing about Tmall is that it was regarded as a thorn in Song Chen's side as soon as it was launched, so that Tmall lost the opportunity to grow quickly, so that it was slow and slow, and it could only gradually lag behind Taobao with a degree that was visible to the naked eye! Jack Ma had to spend more of his marketing budget and invest heavily in social channels such as TV, newspapers, web portals, building advertisements, and buses to build a brand - in the end, it was to attract traffic from various channels!

Perhaps the only thing Ma Yun is thankful for is that Song Chen, who acted unscrupulously, did not force the seller to make the choice of "Tmall Taobao choose one of the two", otherwise the advantage that Taobao sellers can divert traffic from Baidu is enough to make Tmall fall into the abyss!

But such a good day has become more difficult with Chenxing Network in the form of "Nikkei Stickers" reporting on those "annual income millions", "Chen Shaoyi's trick to get rich", and "2oo2 Baidu online shopping search hot words"! There is no shortage of sellers with an annual income of tens of thousands or even hundreds of thousands, but there are almost no sellers who can reach the scale of Taobao's big sellers!

Sometimes Ma Yun can't understand why Song Chen doesn't even give himself such a chance. After all, the current C2C field is almost losing money and making money, with the increase of sellers, the financial expenditure of the website is becoming more and more strict, although Song Chen is patient, but he will not go all out to deal with himself with the attitude of "lion fighting rabbit" for such a website that loses money every year, right? ――You know, when it was first launched, Baidu did not block the "Big Three Portals"!

Perhaps the only explanation is that Song Chen, who has a sharp intuition in the industry, foresees that C2C hides huge business opportunities, so he is unwilling to let Taobao and Tmall compete fiercely day after day, year after year, so he simply chooses to kill Tmall!

What worries Ma Yun even more is the news from San Jose in the United States. As the largest shareholder of Tmall.com, Meg, who once firmly supported Jack Ma's "business strategy in the Chinese market"? Whitman is also starting to sit still, and the board of directors on eBay is putting a lot of pressure on her!

Meg? Whitman is not the founder of eBay, and he does not have the insight and patience of Song Chen, so it is natural to release some of the pressure on Jack Ma and his management team: support junior sellers and wait for opportunities to launch fee-based projects!

Contradictory decision! On the one hand, it is necessary to support junior sellers, and on the other hand, it is necessary to launch charging items, which is not to drive away more than 7o% of junior sellers whose daily sales are only 15o yuan?

Of course, Jack Ma also knows that Whitman's original intention is good! At present, about 10% of the sellers on Tmall have been quite large-scale. The advertising system of Tmall.com is also in the pipeline, and if it is planned properly, it can make middle and high-end sellers pay for the advertising resources on the guò page and get a part of the revenue.

The question is, how much revenue can this part of the income generate for Tmall? Tmall's problem now is not a problem of increasing operating income. It's a question of how to stop the decline in market share! If this problem is not solved, there will be no future for Tmall!

Now it seems that the introduction of eBay was a complete mistake, because eBay has its own strategic needs for the Chinese market. Although this demand is forward-looking, in terms of specific strategy formulation, the controlling major shareholders are not willing to believe in the ability of the local team!

Faced with a dilemma, the bad shape shì. Ma Yun, who has always been optimistic, also began to retreat.

Qiantang City, the conference room of Tmall headquarters.

Sun Tongyu's expression was very frustrated, and his tone carried a thick sarcasm: "Last year, we sold logistics assets in order to get eBay to agree to suspend the charging project of Tmall.com, what else can we come up with this year to shut up the San Jose headquarters?" im? Search? Just sell them all! Charges, they don't want to think about it, we charge on the front foot, and people accept those sellers who fled on the back foot! ”

Wei Wu, the financial officer of Xi, glanced at Ma Yun, and saw that he put his hands on his knees and looked gloomy, he sighed deeply: "This year is a critical year for Tmall and Taobao, I heard from a person who knows the inside story that Taobao has been actively in contact with TV stations and newspapers around the country, and this year's marketing budget may exceed 40 million yuan!" ”

Peng Lei felt a chill in her heart, and at the same time said with envy: "It's really rich!" We also have this money, but whether we can keep up or not, the decision is not ours! ”

Ma Yun was silent for a while, looking at Ma Huateng, the former general manager of Tencent and now the manager of the network instant messaging department, and Zhang Zhidong, the technical director, he asked: "Pony, Tony, what do you think?" ”

Zhang Zhidong spread his hands very dryly and said: "We have no shortage of technology on Tmall.com, and we may lack confidence and funds, but more importantly, we have no decision-making power!" Now we only have two choices, either eBay lets go and let's fight with Taobao, otherwise, we have to think about retreating! At least I don't want to work for ebay! ”

Ma Huateng pushed his glasses and said with a solemn expression: "There is no problem with funds, although we are at a disadvantage on Tmall.com, it is not difficult to find a few strategic investors!" The key is the confidence of all the people, in the face of the impeccable Chenxing system, we must have the confidence to break the pot and sink the boat! Of course, decision-making power is the basis for a comeback from defeat to victory, and if eBay doesn't have enough confidence in us, this battle ...... We couldn't fight from the beginning because we had already thrown in the towel! ”

Peng Lei said softly: "Old Ma, can you discuss with Ms. Whitman or Mr. Tuckers and agree to let us introduce other investors!" ”

Ma Yun thought for a moment and sighed: "There is hope, it depends on how Whitman understands this special market in China!" If she uses the United States as a standard to design China's strategy from a common global perspective, then we can at least hope to persuade them to change their ways based on China's peculiarities; If she can do the long-term strategy of taking China as an independent business area like Song Chen, then eBay will buy Tmall sooner or later! For us, there are only 'not bad' and 'bad' options: one is that the stake is diluted again, but at least the board of directors has some balance and we have some decision-making power in an optimistic situation, and the other is working for eBay as a professional manager! ”

"It's better to work for eBay than for Song Chen! The good guy is not stingy, and he is Chinese, and we don't even have to think about the future of the company when we work under him! One of the Eighteen Arhats muttered softly.

"Yes! If I knew that I would be so embarrassed today, I would have sold it directly to Song Chen! The other man sighed.

"That's it!"

Listening to the voices of each other in the conference room, Ma Yun's face was calm and calm.

Peng Lei, the human resources officer of Xi, saw that the more the entrepreneurial veteran talked, the more unseemly she looked, she scolded sharply: "If you had known that there was today, you would still have to sit here for a meeting?" Billionaire for a long time! Don't mention these afterthoughts! ”

People's hearts are scattered! It's not easy to bring the team!

Wei Wu sighed deeply, feeling very sorry for the company he had poured his heart into, but he felt that this qiē seemed so logical! Who would have thought that once the much-questioned "Chenxing Mode" completed the foundation of the bottom, it would grow so quickly and terrifyingly! Plus the young man has a far-reaching and patient plan......

Such an opponent is terrifying even when you think about it!

In this conference room, perhaps the only most desperate person is Xiang Yizhen, who jumped from Baidu to Tmall after several twists and turns, and Tmall also paid millions of cash as compensation for violating the non-compete agreement! He had fantasized and worked hard, but under the pressure of Chenxing Company, he and his colleagues who had jumped jobs together had a more and more difficult time, and every time they faced the gazes of others or gloating or sympathetic or regretful, they would feel extremely anxious......

Perhaps, this is the price of a traitor?

Ma Yun sighed deeply and said slowly: "Pony, do you remember what he said when we first met Song Chen? ”

Ma Huateng was silent for a long time before he spit out a sentence: "Remember, as if I was born yesterday, my memory is still fresh!" (To be continued......)

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