0359 E-commerce Perspective (Subscribed Pro!) )
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"I don't know the importance of Chenxing Home Express to Alibaba Group, and the relevant equity held by the headquarters will be injected into Alibaba Group in the future, but not now!"
After a moment of silence, Song Chen broke the silence: "Ali's high-level thoughts, although I haven't been in China for a long time, but He Yuntao and their long-term construction is not something I don't understand, it's just that the time has not yet come!" You sue them on my behalf, this time Alibaba Group intervened in the personnel adjustment of Chenxing Home Delivery, I have no objection! However, Alibaba Group cannot interfere too deeply in the business of Chenxing Home Delivery, especially not to transfer the operating costs of e-commerce to Chenxing Home Delivery! Chenxing Home Express also needs extraordinary performance and growth scale to be able to say that those banks are willing to lend to Chenxing Home Express for the second time after some of the assets of the headquarters are pledged! ”
Zhai Yan nodded: "I understand!" ”
"Although the shareholders will not interfere in the management of Chenxing Home Express because of me, it does not mean that Alibaba Group can embezzle their interests unscrupulously, this is a very strict business position, you just know it!" Touching the stunner Jin under his crotch, Song Chen smiled slightly, and continued to say to the phone, "I can't stay in China for a long time, and you can't multitask, in view of this situation, Alibaba Group appropriately intervenes in the personnel arrangements of Chenxing Home Express, such as installing an executive director as a personnel manager, which is okay!" Later, more on that later! ”
"Aren't you coming back?" Of course, Zhai Yan knew these solutions in her heart, and she was more concerned about whether Song Chen would come back, "Will Xiaocan's first birthday be too lonely in the United States?" ”
Song Chen said with a wry smile: "The rising cycle of the NASDAQ index has been maintained for two rounds, and the stock index even doubled last year, and now the rising expectations have weakened, according to my estimates, the NASDAQ index rising cycle has completed a round, and it is very likely that there will be a downward trend in the near future!" Staying in the United States, I can control the overall situation more closely! As for China's many affairs, aren't there still you who can take care of the **? ”
"You're a pretty bachelor!" Zhai Yan snorted.
Song Chen salivated and said, "Don't you believe in you!" ”
Zhai Yan's eyebrows curled slightly, and she smiled: "Then that's it, wait until I finish dealing with this side of the matter, and then report the results to you!" ”
"Good!"
Putting down the phone, Song Chen hugged Ashley? Fan Ning's waist straightened, and the pleasure of not entering the root made him feel more relaxed, and Chen Ping took most of the veterans sent by Chenxing Mansion to jump ship, and then he left it behind.
In his opinion, even if the Chenxing home delivery is chaotic, it will not affect the root of 8848, in addition to the shareholders of the Chenxing home delivery during this chaotic period, the only thing that will affect the company itself is the company, because 8848 has many partners to choose from: state-owned enterprises, private enterprises, Sino-foreign joint venture logistics companies...... Maybe Song Chen has reason to be optimistic!
But when Jack Ma brought his successful model to use, he didn't hesitate to use it; When eBay brought the war to China, the back garden he regarded as its core, Song Chen couldn't sit still anymore!
On March 1, 2ooo, the stocks of some Internet companies listed on the NASDAQ fell, and Wall Street analysts generally believed that this was the result of a slight adjustment in the secondary market, and the securities companies only adjusted the ratings of some Internet companies, and investors and Wall Street remained optimistic about the NASDAQ market.
In China, a piece of news has made public opinion and media talk about it: Chen Ping and the founding team collectively jumped ship to start a second business, and Chenxing House was in a hurry to fall into personnel turmoil!
Chen Ping founded Xingchen Express for the second time, Chen Xianbao stayed in Chenxing House Express, and the media couldn't guess the cause of the incident, although some people linked the previous "Li Weiyu Brothers" thing, but this reason was obviously not recognized!
The reporter wanted to interview Chen Xianbao and Chen Ping, but the two brothers were rejected by the parties for different reasons.
However, the next three news made things clear: in order to fight against his old club, Chen Ping introduced a new partner, Tmall.com, and Xingchen urgently obtained the first investment of 50 million yuan!
The huge amount of investment makes Tmall questioned: although Tmall has enough cash flow, but after investing in logistics, Tmall's cash flow will be reduced to the minimum, and Ma Yun is betting on the entire Tmall!
Subsequently, several news made Ma Yun public that made the entire industry boil: first, Tmall.com introduced eBay, a strategic investor in the United States, and obtained an investment of 100 million US dollars; The other is Tmall.com's merger with Pengcheng Tencent in the form of "stock cash"!
After the news was revealed, the industry was in an uproar!
Ma Yun is a sword that goes sideways, pointing directly at China Chenxing Holdings!
Although Tencent is not as large as Chenxing Network, in China, Tencent is the only competitor that can compete with QQ in the field of online instant messaging! After changing its name from oIcQ to TQ, although this software cannot be compared with QQ's tens of millions of registered users, it has more than 100,000 core online users, which can still be regarded as a large core asset!
After Tmall.com merges with Tencent, as long as this "core asset" can be converted, the traffic can be converted into the actual purchase volume of Tmall.com, which can be regarded as a kind of capital that can compete with Taobao without being passive step by step!
The introduction of eBay is generally understood by the industry as a kind of strategic thinking that can be understood!
At present, Tmall.com is fighting against Taobao, a website that envelops the energy of the entire Chen Galaxy, although it has done a lot of work, but the results are obviously not as fast as those of competitors!
Why?
Senior Internet industry analysts have given the answer: the actual conversion rate of traditional marketing such as TV and newspapers is even worse than that of Internet marketing! People who have watched TV or newspapers may have the impression of "Tmall.com" in their minds, but this impression is definitely not as direct as Baidu's search! There is no quantitative number that can be directly converted into clicks and visits like online display ads!
In today's China, there are only a handful of websites with strong traffic, except for mainstream portals including Yahoo China, most of the traffic and users are concentrated in the hands of China Chenxing Holdings!
What does China Chenxing Holdings have?
China Chenxing Holdings has 8848 with a daily transaction amount of millions of dollars, QQ, a software with tens of millions of registered users in the big 6, Baidu, which handles nearly 100 million searches every day, and Alipay, which has a market share of 8o in China's third-party network payment...... Online travel has Ctrip, online recruitment has a worry-free future, online games of Chenxing Entertainment and online games to open a company......
It is not an outrageous thing that the traffic generated by China's Internet every day is one of the thirds of China Chenxing Holdings! If you count overseas Chinese and branches...... To fight such a behemoth, anyone needs a kind of courage and capital to break the kettle.
After the introduction of eBay, Jack Ma obviously has this capital, although more people will understand this behavior as a kind of "forced helpless" dog jumping over the wall - if it were not for Baidu's discriminatory business policies, if it were not for Taobao's "birth with a golden key" starting point is too high, Tmall would not have introduced eBay as a company in any case.
Last year's 8848 "holiday carnival" attracted strong attention from e-commerce giants in China, and anyone with a discerning eye can see that in the case that China already has 8848 and Taobao as competitors, the use of capital mergers and acquisitions is the fastest way to participate in the division of this big cake.
In China, eBay can choose not many objects, and in the c2C field, only Tmall can be favored!
In other words, after Ma Yun and his eighteen Arhats introduced this investor, coupled with the previous financing, they have already lost their control over Tmall! If eBay buys the original shares of Tmall.com from other investors, because of the personal pain, Ma Yun, who is extremely vigilant about the company's control, has no way at all!
Under such circumstances, Jack Ma is still willing to bring in eBay funds, merge with Tencent, and build his own logistics, a series of measures that have been very bold and practical, and in fact a sympathetic and helpless move.
Regardless of whether these responses of Tmall threaten China Chenxing Holdings, Ma Yun "got his wish" and forced Song Chen, who originally planned to stay in the United States to watch the fire, back, and even brought his wife and children with his family!
When the public opinion media learned that Song Chen returned to China by plane, there were not many people who watched the show, but for Ma Yun and Chen Ping, the sudden increase in pressure was inevitable.
At this time, a common question mark emerged: What kind of way will China Chenxing Holdings take revenge on Tmall?
……
There is pressure, not only Ma Yun and Chen Ping, but also Chen Xianbao.
Last night, Wang Zuoyong, who had just arrived in Jiangcheng, called Chen Xianbao out for a private interview, not in the company, but in an informal place, a very well-decorated Chinese restaurant.
Perhaps the shareholders once had their own agreements, Chairman Wang Zuoyong only likes to take land, and is very indifferent to the company's specific affairs; After Song Chen met Chen Xianbao and Chen Ping in person, the most impressive thing was only one sentence: "Indigestion is better than snatching food, so you have to let it go, first stake the ground, and then summarize the mistakes"!
This sentence of "outline collar" is to the point of the times, and it is right for my younger brother's appetite!
At that time, the fledgling 8848 and the almost blank express delivery industry is the main reason why Chenxing Home Express has such a scale today, the company's own funds and later to the bank financing huge amount of funds is the main driving force to support Chen Ping to stride forward and never look back!
The express delivery industry itself is a grassroots class, and it is not surprising that Song Chen's almost indulgent decentralization allowed Chen Ping to display his talents and reap fruitful honors.
Objectively speaking, the sudden promotion of the two brothers Li Weiyu is nothing! Chenxing home delivery from the home delivery was born from the original capital to more than a dozen provinces and cities across the country, and the growth process inevitably brought a shortage of talents, especially senior talents, even if the unruly Chen Ping wanted to control the heads of all the branches, it was an impossible thing!
According to the agreement at that time, Chen Ping, Chen Xianbao and the main executives of Chenxing Home Express all received the equity incentive plan in different ways, but the equity rewarded was not much, and the total number of high-level executives at that time was only 1.2, but counting the asset scale of more than one billion yuan of Chenxing Home Express, it was also considerable.
But Chen Ping was not satisfied, especially after the crazy growth of ambitions and the successive listings of 8848, Ctrip and Chenxing Network, this dissatisfaction reached its peak! The promotion of Li Weiyu's two brothers only gave him a reason to vent - in fact, it is not easy to get a "good" boss like Song Chen!
Chen Ping also knew that he was at a loss, so although he put Song Chen together this time, he didn't dare to disclose the reason for his resignation to the media, because he himself knew that this excuse was not on the table!
Chen Ping walked simply, but Chen Xianbao chose to remain silent for different reasons! He didn't choose to follow his younger brother, he didn't have the courage of his younger brother, and he took the initiative to give up the equity of Chenxing's house delivery reward! He doesn't think that after his younger brother leaves the background of China Chenxing Holdings, there will be such a good opportunity to show!
It's not 98 years now, Tmall.com is not China Chenxing Holdings, and Ma Yun is not Song Chen, although Ma Yun has worked for the government and has a little network earlier, but compared to Song Chen's "direct" central high-ranking officials, it is far inferior! Even, Ma Yun and Tmall.com lack Song Chen's businessmen in Donou... Even the kind of influence that cannot be ignored among the merchants of Jiangnan Province!
Who are the shareholders of Chenxing Home Delivery? Putting aside the personal investment of Son Masayoshi, they are all leaders in the Dongou business community, which determines that at the beginning of the establishment of Chenxing Home Express, it was like "Taobao" had just been launched, it was born with a golden key, and there was no worry about funds and business!
This is difficult for Ma Yun and his Tmall network to give to his younger brother!
In addition, Chen Xianbao still has a hard time telling his younger brother!
The Chen family has always disliked the rebellious third brother, these years, the third brother has relied on the signboard and capital of China Chenxing Holdings in the logistics and express delivery industry, and he has been accompanied by government officials in and out, so it is not beautiful!
In such a reality, the Chen family and even the second brother Chen Dongsheng naturally want to look up to him, even if he is dissatisfied, he will squeeze out a warm smile on his face. However, Chen Ping's private decision to start a second business this time is undoubtedly a gambling subversion of his past status, Chen Xianbao is a forty-six-year-old middle-aged man, without the heroism of young people, he must naturally consider it carefully, and the unanimous opposition of the Chen family has further aggravated the weight in Chen Xianbao's heart.
Among them, the second brother of the chairman and general manager of Taikang Life Insurance is the most crucial: "Song Chen's relationship with senior government officials is extraordinary, Jiang Yan is his mistress, and the Jiang family is a traditional political family. In addition, Zhao Lin, who holds a high position in Chenxing Network, also has terrible political forces behind her, and this woman also has an ambiguous relationship with Song Chen, so you must definitely think twice about the matter of the third brother, don't be reckless! ”
It is precisely because of listening to the advice of his second brother that Chen Xianbao remained silent after Chen Ping revealed his willingness to "change jobs", that is, he was unwilling to betray his third brother to make Song Chen take precautions, and he was unwilling to follow his younger brother to change jobs together.
He really wanted to know how Song Chen, Zhai Yan and the shareholders of Chenxing's house delivery would arrange for him after his younger brother changed jobs! Is it to let him roll up and leave, or ......
Thinking of meeting Zhai Yan and Wang Zuoyong last night, Chen Xianbao sighed deeply: "Song Chen's mistress is young and scheming!" ”
Last night, Wang Zuoyong was just the role of a companion, and Zhai Yan was the leader.
As soon as they met, Zhai Yan didn't talk about his younger brother Chen Ping, but asked about the core affairs of Chenxing Home Express: "Mr. Chen, you are the deputy general manager of Chenxing Home Express, before the construction of the first phase of Jiangcheng Storage Center and the headquarters is completed, you are still the general manager in charge of the work of the Beijing and Northeast Branch, and you are the door to the logistics and express delivery industry!" What do you think about the exhibition path of Star Home Delivery in the next three years? ”
Surprised that Zhai Yan would ask about this, Chen Xianbao didn't think about it, and blurted out this answer: "Logistics fleet, logistics route and distribution team!" If the headquarters still maintains the idea of "first exhibition and then summary" in terms of strategy, then this is my opinion! ”
Facing the elders who were twice as old as herself, Zhai Yan's demeanor was calm and elegant, and she asked again: "Mr. Chen, do you know what Song Dong built the logistics company for!" ”
"I know!" Chen Xianbao nodded knowingly, "Alibaba Group and e-commerce are the core business of China Chenxing Holdings, and Chenxing Home Delivery and Alipay are matched with 8848 in terms of purpose!" ”
Zhai Yanyan smiled: "You also know, I am the chairman of Alibaba Group, and there are so many subsidiaries of China Chenxing Holdings, and logistics is understandable from Alibaba's point of view!" The growth of 8848 has always been unimaginable, coupled with the volume of parcels on Taobao...... Although Chenxing Home Delivery is at the same level as Alibaba Group, from the perspective of e-commerce, do you think Chenxing Home Delivery should be more focused on what to do? ”
Wang Zuoyong turned his head sideways and took a deep look at the bright and moving Zhai Yan, with a strange color in his eyes.
"Warehousing centers at key nodes, construction of last-mile distribution outlets, and caring express services!" Chen Xianbao thought about it and replied with a slight hesitation.
The first is that it is known to be almost the lifeblood of 8848, and the warehousing of 8848 is to rent the storage space of Chenxing Home Express to achieve the purpose of shortening the delivery time! And the last mile of distribution outlets and the so-called express service are the biggest concerns of 8848 recently!
Both are related to the core user experience, the former means the efficiency and event issues of the parcel after it has been delivered from the fulfillment center to the nearest distribution point at the destination; The latter directly represents the shopping experience of the user when receiving the mail!
After the courier treats the customer with negative feelings, the dissatisfied customer will naturally have a strong dissatisfaction with the shopping site, and the complaint is a trivial matter, if you "use your feet" to cast it on other websites because of this matter, it will be worrying! It is not difficult to imagine why the Greentown branch was so annoyed by a series of problems such as infighting and passive work during the Spring Festival! (To be continued...!)