After Liu Edong came back, Li Mu immediately pulled him into the office for intense discussion and analysis.
Liu Edong was very angry about what happened today. In the final analysis, Boss Ma had calculated today. He had already calculated that Taobao would look for a breakthrough in the logistics link, so he had already laid out this chess piece waiting for him.
However, he was angry because his professionalism was indeed not compromised. As soon as he came back, he discussed it with Li Mu and systematically explained his analysis of the current situation to Li Mu.
Liu Edong has a very accurate view of the current situation. Like Li Mu, he is not worried that Ali will use logistics to strangle Taobao. He is worried that Ali will use logistics to slow down the development of Taobao, and then develop C2C e-commerce on its own. It's like being punctured by an opponent on a racing track. Although the overall strength and technical indicators of the opponent's car are far inferior to yours, he has already passed you in the time it took you to change the tire.
The two exchanged opinions and found that they had similar opinions. Liu Edong reflected on himself and said: "This is my fault for not paying attention to Ali's actions."
Li Mu nodded: "If we say you have failed in your responsibilities, you must have certain responsibilities. You did not consider the problem comprehensively enough and failed to pay attention to the trends of the terminal industry. It is not just you, I am also responsible. If I had agreed to your idea of building my own logistics earlier, maybe It was us, not Alibaba, who accepted Home Delivery, STO and YTO first. However, saying this now can only remind us to pay attention in the future, but it cannot solve the current problem, so we still have to think carefully about how to overcome the current difficulties and how to solve them once and for all. problem solving."
Liu Edong asked Li Mu: "Do you think it is feasible to acquire SF Express now? SF Express has a relatively complete network in the developed areas of the south. If we acquire SF Express and then acquire several bulk logistics transportation fleets from the north, both parties should combine soft and hard. It can solve some of the problems.”
Li Mu said: "It's impossible that Ali didn't think about SF Express, but they didn't take it down. I think that's why SF Express didn't buy it."
"Really?" Liu Edong asked, then thought for a while and said, "I have a general understanding of SF Express. The boss Wang Wei is a very thoughtful person. Most of SF Express's outlets before were franchises. Now he is He is busy gathering things back and wants to do direct sales. He must be a very ambitious person."
Li Mu nodded: "A careerist will not be willing to be acquired."
Liu Edong asked: "What about mergers and acquisitions?"
Li Mu smiled slightly and did not comment on Liu Edong's question. He just smiled and said, "Don't forget, I am also a careerist."
Liu Edong understood immediately.
Li Mu is also a careerist. If he is asked to sacrifice his equity to acquire other companies, he will definitely be more repulsive. For Li Mu, problems that can be solved with money should be solved with as few shares as possible, otherwise his Makino Technology will not be delayed in making the first Three rounds of financing or planning to go public.
At this time, Li Mu added: "Actually, if you think about it, even if we want to acquire SF Express now, with Taobao's current valuation, how can we acquire it? We have only been established for a few months. Although the situation is good, the profit model is still not good. Without clarity, the capital market will not give us a too high valuation. SF Express is currently fighting for power internally. Wang Wei is about to succeed. Once he achieves his goal, SF Express’s valuation should not be lower than that of Home Delivery. Let’s take Taobao Will he be happy to acquire his shares?”
Liu Edong nodded slightly. The valuation of Taobao is indeed not much. If he wants to acquire SF Express, it is impossible to initiate it with Taobao. It is possible to initiate it with Makino Technology, but Li Mu will definitely not be happy. Makino Technology is now equivalent to having fully accumulated funds. Li Mu was desperately trying not to let the fuel rocket ignite and take off. He would definitely not be happy if Li Mu was asked to use Muye Technology to acquire SF Express.
Li Mu understands Wang Wei's situation, and the possibility of recruiting him at this time is extremely low. Moreover, Wang Wei also has e-commerce genes in his bones. He has refused to meet with Boss Ma several times. A large part of the reason is that he has long been determined to do what he wants. The idea of e-commerce, so he was not prepared to cooperate with Alibaba at any level. However, when SF Express started e-commerce, the e-commerce industry was already very mature. Wang Wei failed to stand out in the chaotic e-commerce field with many giants. , but if he activates his e-commerce gene now, he might become a god in advance.
Moreover, since Boss Ma has failed to take SF Express, what are you going to do with him? If he has money, he will not stop making it, so it is impossible for him to collude with Boss Ma to block Taobao. In that case, he will not get any benefits, so he should not participate in the war between himself and Boss Ma, but just sit back and reap the benefits. Li, no matter who fights with whom or wins, the goods will always be shipped. SF Express should not interfere and just keep silent and make a fortune.
Li Mu expressed his thoughts, and Liu Haodong also agreed.
Immediately, Li Mu took out a cigarette, threw one to Liu Haodong, lit one himself, took a puff and said: "I think the first thing we should think about now is not whether we should acquire SF Express or how to do our own logistics, but The first thing is to figure out how much time we have.”
With that said, Li Mu stood up, walked to the whiteboard, pointed to the simple schematic diagram of the six major cities he had drawn before, and said: "Look, we have just solved the problem of Mango-ME's centralized delivery using decentralized delivery. In the future, we can use this model to cooperate with all brand manufacturers. Let them distribute their inventory to us, and we will take care of the delivery for them. This part should not be difficult. Six cities are not enough, then we will distribute it to all provincial capital cities. , can always solve this part of the problem.
What I'm most worried about right now is Taobao's small and medium-sized sellers. They are located all over the country, and they themselves operate at low or zero cost. We can't let them hand over the goods to us in advance for distributed delivery, because in that case They also have to focus on asset operations, which is contrary to the original intention of Taobao, so their sales need to find offline express companies to cooperate.
If small and medium-sized sellers can only choose the postal service, with the surge in demand for this part, the postal service's EMS transportation capacity will gradually become saturated, and the transportation efficiency will be low. The entire transaction cycle and fund transfer efficiency will be greatly lengthened by express delivery. If Ali does this Doing the same thing every time, and Alibaba sellers’ logistics efficiency is faster, and the entire transaction process and efficiency are much higher than ours. In that case, both users and sellers will abandon Taobao.
So, the question now is very simple, how long will it take before EMS is saturated? We must first figure out how long this time is, and then find a solution based on the specific time. "
Liu Edong thought about it carefully and said: "If it does not affect the development speed of Taobao, I think EMS's transportation capacity will be saturated in at most half a year, especially in the southern Pearl River Delta and Jiangsu and Zhejiang areas, because current data shows that most of our of sellers are concentrated in that area.”
Li Mu nodded: "Okay, if the situation can barely last half a year, then let's not mess up the situation now. We will start to formulate a half-year plan now to solve the problem in half a year. There is no other solution now. , the only solution is to build self-built logistics, so we will start the discussion directly from the matter of self-built logistics. What logistics needs to be done, how can we do it in half a year?"
Liu Edong said: "If we start to build our own logistics system now, I'm afraid it won't be successful in half a year. As you said, logistics is an asset-heavy project, and there is no way to develop it quickly. You have to buy cars one by one." People have to be recruited one by one, and outlets have to be opened one by one. Half a year is too short."
Li Mu said: "It is very short, but it is not impossible."
With that, Li Mu cleared his throat and said solemnly and earnestly: "We will set up our own logistics company immediately. You invest 10% and I will invest 90%. We will start with an initial investment of 80 million to 100 million. If you, senior brother, you have It doesn’t matter if you don’t have money, I’ll pay for it first for you.”
Liu Edong nodded. He couldn't afford such a heavy capital, so Li Mu was very particular about being willing to cover it for him.
Li Mu added at this time: "Independently registered companies will have greater flexibility in the future. If we want to acquire SF Express in the future, we can directly talk to Wang Wei about the equity of the logistics company. There is no need to touch Taobao's equity."
Liu Edong saw that Li Mu was so confident that he had already thought of using the new shell of the logistics company to acquire SF Express in the future, so he nodded and said, "Then I'll do what you say."
Li Mu used his brain and continued: "I'll go over a few points first. If you have any objections, just interrupt me."
"First, start registering logistics companies and start poaching people. Although Zhaiyu, STO, and YTO have been acquired, except for their fixed assets, all their employees are still alive. Try every means to poach their executives, preferably By digging one, we can dig out a team and area resources. In this case, we only need to invest money for them to buy cars and build outlets, and we can quickly build a network in the area. Don't forget SF Express, the war is about to begin. , dig out everything you can, and be ruthless;
Second, strengthen cooperation with the postal service, strive to become a strategic partner of the postal service, and maximize the postal service's transportation capacity;
Third, prepare to build a logistics base that integrates warehousing, sorting, packaging, loading and other functions. Relying on the convenience of air, railway, and land transportation, we need to consider comprehensively. In the first stage, we will prepare to build five logistics bases nationwide. To the eight logistics bases, these logistics bases must realize air trunk transportation. The future development core of our express delivery relies on aviation;
Fourth, find connections immediately and obtain the belly cargo resources of major airlines’ main trunk lines first. This resource is the top priority for our future counterattack;
Fifth, find a bank relationship to obtain a loan. In the future, all fixed assets of the logistics company will be mortgaged to the bank, and the highest leverage possible will be used to maximize capital flow and hardware expansion;
Sixth, find Fang Xudong and ask him to randomly select people from Makino Technology, integrate the mature hardware on the market, develop a complete set of internal logistics management systems, and open an external query port. Our express company must achieve full information The express operation starts from the time of receipt, and every logistics node in the middle must be entered into the system and provided for users to track and query in real time. I want to build the most powerful information system in the logistics industry and even all domestic industries! "
After Liu Edong listened to these six points, a grand logistics blueprint emerged in his mind.
Seeing that he didn't raise any objections, Li Mu said, "Didn't they take over other express companies? Well, we are not interested in those second-hand hard assets that are sloppy and confusing. We are only interested in their soft assets. Therefore, we are not acquiring any logistics companies at the moment. We will use all means to dig out their people and resources. We must dig them to death! Even if their entire framework is completely destroyed, don’t be soft! Then quickly build a basic framework. , and then integrate logistics bases, air cargo resources, and information management systems, so that our logistics model will be very clear in the future."
The more Li Mu talked, the more excited he became. He drew on the whiteboard and said: "The entire third ladder in China's geography is the most economically developed region and is also the top priority for our future. Look at the map. The entire third ladder spans only from north to south. Three thousand kilometers, the east-west span is only one thousand kilometers at most. According to the current speed of land transportation, if we prepare four logistics bases in this large area, basically the maximum diameter of each coverage area will not exceed 800 kilometers. Assuming we build at an intermediate point, then the area covered by each logistics base will not exceed a straight-line distance of 400 kilometers. In this way, we can ensure that no matter which point we start from within the coverage area, we use automobile transportation to reach the logistics base. None will be on base for more than eight hours, or even less, and vice versa.”
"We leave the point-to-point transportation from the logistics base to the logistics base to the truck transportation, and leave the point-to-point transportation between the logistics base to the logistics base to the aviation. Think about it, in the entire third ladder of China, any city to another The flight time in the city will not exceed four hours. What does this mean? This means that the maximum length of our express delivery in the future is only 8+4+8, which is twenty hours, plus the middle Waiting, sorting, packaging, processing and other processes, how can the problem be solved in forty hours? If you include terminal delivery, it can basically be solved in forty-eight hours."
At this point, Li Mu's worries have been swept away, and he even continued with a bit of excitement: "For example, the logistics base of Guangdong Province is near Yangcheng Airport, covering the entire Guangdong Province, and any place in Guangdong Province Express parcels received by the city as of 6 p.m. that day must arrive at the Yangcheng Logistics Base before 2 a.m. that day, and then sorted before dawn. All express parcels sent to each logistics base are packaged and sent to a certain location in Hebei Province. Express shipments from the city will be prepared to take the earliest flight from Yangcheng to Yanjing that day, and will be loaded into the belly cargo of that flight and flown to Yanjing;
At about nine o'clock in the morning, the plane landed in Yanjing. Perhaps before the passengers on board had completely disembarked, the goods we packed had been taken out of the cargo hold and sent to a nearby logistics base for unpacking and sorting. Among them, all The local express mail in Yanjing must be loaded and delivered to the city before 12 noon, and the express mail from other surrounding cities must also depart at 12 noon. It can arrive in any city covered by the Yanjing base before 8 pm. In this way First, a considerable number of express parcels between trunk cities can be delivered by air on the next day, and express parcels around trunk lines can also be delivered on the next day. If we can achieve this timeliness, we will not only solve all the current problems, but also create a new era. A new era of logistics! "
third chapter! This chapter is 4K+ and has been updated with over 10,000 words today. I worked hard in front of the computer for two days without rest during the weekend. I don’t want to talk about how hard it is. I just want to express a serious and hard-working attitude. I hope that using the attitude code can exchange for everyone’s genuine subscription and votes. support! I have been begging for votes for so many days, but I am still ranked 25th on the monthly voting list! ! ! I can’t even pretend to be cool, I’m so damn dissatisfied! ! !
In addition, the plot of the novel is all fictitious. The more serious buddies in the book review section should calm down a little and just read the book with an entertainment mentality. Being too serious is harmful to your health!
(End of chapter)