After Chen Ping said this arrogantly, Liu Yidong almost wanted to get up and leave.
Because he has realized that there seems to be no need to continue talking.
During today's meeting, there was something wrong with Chen Ping's mentality. This was definitely not a normal, cooperative mentality. He was gradually improving the sense of oppression he brought to himself, and he must have a plan.
In addition, Liu Edong was also shocked from the bottom of his heart. He had learned about the express delivery companies on the market. At present, the express delivery business is still a nascent industry in China. Most people's letter and logistics needs are solved through the postal service. The postal service's surface mail , registered mail has accounted for more than 80% of the total volume of parcel letters in the country. In addition, the postal service also has EMS express delivery service, so overall, the market for the private express delivery industry is not large.
In fact, although China's logistics industry will be an overweight and deformed product in the future, without the rise of e-commerce, China's demand for logistics and transportation, with a population of 1.3 billion, would not be enough to spawn so many various logistics and express delivery companies. Without the help of e-commerce, no matter how powerful private express delivery companies are, they will just be eating scraps downstream of the postal service.
There are currently four good private express delivery companies in China. Home Delivery is well-deserved No. 1 in terms of reputation, scale and coverage area, followed by STO, YTO and SF Express. SF Express is now relatively famous in the south, but it has not really operated nationwide. The business is in the stage of accumulation, and the remaining three companies have now become one. This news makes Liu Haodong very nervous.
Combined with Chen Ping's faint malice, Liu Edong suddenly felt that Taobao might be plotted by someone, but he couldn't figure out why the person who plotted against Taobao would use home delivery.
Liu Edong tentatively said to Chen Ping: "Mr. Chen has now integrated STO and YTO, and the carrying capacity of the entire logistics system will definitely be greatly improved. In this case, it is most appropriate to cooperate with Taobao. We will immediately There will be a peak in online sales, and if we cooperate, we will definitely achieve a win-win situation."
Liu Edong has changed his tactics. He no longer talks about acquisitions or mergers. He only talks about cooperation to test Chen Ping's tone.
At this time, Chen Ping smiled mysteriously and said, "Mr. Liu, we may focus on integrating the resources of the three companies in the future. We may not be able to cooperate with your company in this regard."
Although Liu Edong was shocked, he didn't think it was unexpected. He subconsciously felt that Chen Ping would reject him.
Liu Edong changed his routine again and asked him: "Since Mr. Chen is interested in mergers and acquisitions, why not give us a rough idea of what you think?"
Chen Ping looked at Liu Yidong with that strange look again, smiled mysteriously, and then said: "Mr. Liu, if we really talk about the details of the merger and acquisition, then it won't be me talking to you, it will have to be the CEO of my parent company." Let’s talk to you.”
"Parent company?" Liu Edong felt that he was running out of ideas. Isn't Home Delivery a private company founded by Chen Ping? It doesn’t seem to have been acquired by anyone, so why did you bring up a parent company? And this Chen Ping is really fucked up. He always talks mysteriously and half-speak, and is not very secretive at all.
Chen Ping felt that he had laid the groundwork, and finally he was willing to open the skylight and speak out. He smiled and said to Liu Erdong: "Zhaijiu has accepted the merger agreement with Hangzhou Alibaba some time ago. It is now a wholly-owned subsidiary of Alibaba. STO and The same goes for Yuantong. If Mr. Liu wants to talk about further cooperation, I can help you ask Mr. Ma from Alibaba to come over and have a chat."
Ali! I see!
Liu Edong's heart skipped a beat, and all his questions and confusions suddenly came to light at this moment.
It turned out that Alibaba was behind this. Alibaba’s boss Ma had always wanted to meet with Li Mu and seemed to be very interested in Taobao. However, Li Mu had been putting off meeting them. Unexpectedly, they had now included all these express companies. Got it.
At present, Alibaba is definitely much larger than Taobao in terms of company and business scale. It has been valued at at least several hundred million US dollars. However, compared with Makino Technology, it is still in the next echelon. However, Liu Haodong once studied the capital behind Alibaba. Some of them are overseas VC investment banks, such as Goldman Sachs, SoftBank, Huiya Capital, etc. The heads of these large investment banks are very optimistic about Mr. Ma, and naturally they are very supportive of Mr. Ma. Therefore, as long as Mr. Ma is willing to raise funds, there will be no shortage of funds. Cash, and courier companies are not worth much money at the moment. Boss Ma first took over courier companies to lay out the terminal industry of e-commerce. This is definitely a very clever move.
Since Boss Ma is strategizing behind everything, Liu Haodong also understands that it is unnecessary and meaningless to continue chatting with Chen Ping. This matter is no longer something that Chen Ping can decide, nor can he decide. Boss Ma is coming. Bu Shan, this is a direct fight with Li Mu.
Liu Edong exchanged a few polite words with Chen Ping, then made an excuse to leave. When leaving, Chen Ping did not forget to remind him: "If there is a need for mergers and acquisitions, Mr. Liu can communicate directly with Mr. Ma. If he does not have Mr. Ma's contact information, You can ask me for it."
Chen Ping's air of being superior and in control made Liu Edong quite dissatisfied, but his professionalism still made him nod very politely and said, "If necessary, please contact Mr. Chen."
After saying that, he walked away.
As soon as he walked out of the home delivery door, Liu Edong immediately called Li Mu and reported the situation to Li Mu in detail.
Things are not good, and they are very bad. Liu Edong just pretended to be calm, but he was already a little panicked. Boss Ma takes advantage of the few express delivery resources now. If he uses them to threaten Taobao, then Taobao will be in trouble later. The development of Taobao will soon hit a bottleneck, and what he is most worried about is not being choked by Boss Ma. If the opponent only blocks the block instead of taking the initiative to attack, Taobao will definitely find a way to break through to solve the problem. He is afraid that I'm afraid that Boss Ma will not only contain and blockade, but also launch a frontal attack. If he uses terminal resources to build a C2C e-commerce platform like Taobao, Taobao will be in trouble!
Boss Ma has a natural advantage in doing C2C. His Alibaba Network has been operating for many years, and there are a large number of small and medium-sized enterprises on it. After doing B2B for so many years, Boss Ma has accumulated a lot of corporate resources. It can be said that he has a lot of resources. He has mastered a large number of upstream resources of e-commerce, and express logistics is a downstream resource of e-commerce. Now he has got it. If the blackmail fails, he will most likely use the upstream and downstream resources to develop his own e-commerce. He has Upstream also has downstream, so doing midstream industry is like a fish in water. Taobao now has upstream and midstream, but if the downstream is blocked, there will be catastrophic consequences.
Li Mu was stunned when he heard the news on the phone. He never expected that Boss Ma would take action so decisively. He wanted to press him for a while before meeting him again, but he didn't expect that he would press the time to meet him, but he didn't. Suppressing his restless heart, in such a short period of time, he had already mastered the downstream resources that could threaten him.
He has always felt that it was too early and too expensive to build his own logistics system. However, he has experienced the golden decade of development of the express delivery industry. To be honest, he might not have thought highly of a company like Home Delivery when he was first asked to acquire it. He really wanted to be his own SF Express, or even his own FedEx, so he temporarily delayed the pace of logistics construction, thinking of starting next year. Unexpectedly, he hesitated like this and was immediately caught by Boss Ma. weakness.
Li Mu was upset. He had the same worries as Liu Yidong. He knew that Boss Ma was obsessed with retail e-commerce. He was worried that Boss Ma would strangle him and threaten him to make huge concessions. He was also worried that Boss Ma would simply slap him on the thigh. Do it yourself. E-commerce is different from portals. Traffic is not the most important part. So even if you completely block Boss Ma’s e-commerce platform, he can still find other ways to break through, and he has upstream and downstream resources. If you really start working, your starting speed will not be much slower than yourself.
Express delivery, the end link of e-commerce, seems relatively low-end, but its importance is very high. If Taobao cannot find a way to break through and can only use postal services to digest it, it will inevitably cause huge harm to the user experience. , if the same purchase behavior takes one week to complete the logistics cycle on Taobao, but only takes three days on Boss Ma’s platform, then it won’t be long before Taobao users are almost done with it, even if they still have it in their hands. It’s useless to have YY. Otherwise, why wouldn’t Teng Xun be able to do e-commerce in his previous life? QQ is not omnipotent, and the same is true for YY.
Li Mu asked Liu Erdong to come back and talk. After hanging up the phone, he immediately began to think quickly about the current situation. Home Delivery, STO, and YTO are almost the only private express delivery companies that can make a difference at the moment. Apart from the three of them, there is only one SF Express. Li Mu searched for news related to SF Express online and found that SF Express is not very well-known at present, but it has gained considerable fame and market share in the Pearl River Delta, Hong Kong and Macao. Currently, SF Express is best at short-distance express delivery, and China Express. Long-distance express delivery business has not yet really started.
However, Li Mu of SF Express basically has no idea. On the one hand, SF Express has not yet started its nationwide deployment. Wang Wei should still be actively involved in the struggle to regain power. Cooperation with SF Express will not quench the thirst for the near future. In addition, Wang Wei is also a businessman. A top-notch person, even if he accepts SF Express now, he may not agree. It will be a protracted battle to argue with the awesome people. With the current development speed of Taobao, the logistics may not be able to wait for half a year before they can't breathe. .
From the long-term perspective of e-commerce, logistics companies are destined to bloom, and Boss Ma's blockade will not last long. However, both Li Mu and private capital will take time to build logistics. I am afraid that Taobao cannot wait for the logistics industry to bloom. , and even more afraid that Boss Ma will build his own e-commerce website and hang the fruits of the e-commerce field on his own branches.
Fortunately, there is still the Postal Service, a big brother of state-owned assets, to rely on. No matter how awesome Boss Ma is, no matter how strong his capital connections are, it is impossible to take over the Postal Service. At the moment, we can only develop the Postal Service's resources as much as possible, and then immediately start to find a solution.
In fact, Li Mu already has the answer in his mind. In this case, there is only one real solution: to do his own logistics, and to do it, he must be the most powerful logistics in the country!
(End of chapter)