Chapter 730

At the Jingdong core executive meeting, when President Liu Jingdong, who presided over the meeting, said this topic, several Jingdong core executives sitting in the meeting all looked at each other.

As Jingdong's biggest competitor, Alibaba's every move is closely watched by Jingdong. It can be said that the daily routine of Mr. Liu and Jingdong executives is like this: how about Jingdong, Alibaba and others.

This is the news of Alibaba's investment in Southeast Asia's e-commerce platform. JD's executives have long been prepared.

"Mr. Liu, Alibaba's investment in laizanda is in line with our previous prediction of Alibaba. We evaluated Alibaba after its listing last year. Alibaba will accelerate the pace and process of internationalization after its listing.

Alima and other Alibaba executives have also expressed on several public occasions that they want to accelerate the internationalization of Alibaba. At that time, we discussed that the coping strategy was to "stay focused and continue to do their own things."

We have long determined that JD's internationalization strategy is to support overseas shopping and overseas shopping. First, we will determine long-term and stable cooperative relations with foreign large enterprises and international brands, and compete differently with Alibaba's internationalization strategy. Alibaba has focused on the overseas market, while we have focused on the overseas shopping needs of domestic users and concentrated resources to do a good job in this area. We, JD The process of internationalization has been half successful.

At present, since the launch of Jingdong international channel, more than 10000 enterprises and brands have settled overseas, and the popularity of Jingdong international among domestic overseas Amoy user groups is slowly opening up. In this situation, we really don't need to worry about overseas layout, and it's not too late to go to sea when the time is ripe. "Vice president of Jingdong, Li Guangquan, head of Jingdong international channel, took the lead in expressing his views.

As the person in charge of Jingdong international channel and one of the main makers of Jingdong's current internationalization strategy, Li Guangquan belongs to a steady conservative. He believes that Jingdong should concentrate on breaking through with points in terms of its business scale and company strength, which is nearly 10 times different from Alibaba, First establish a stable supply chain for long-term cooperation with many large overseas enterprises and international brands from Haitao, and then consider establishing an e-commerce platform similar to jd.com overseas.

In Li Guangquan's view, with Jingdong's current enterprise strength, in addition to wasting human, material and financial resources, it is difficult to see effective results in a short time, and it is more likely to end up with nothing as before.

However, Xu Guangquan's conservative thinking was opposed by other Jingdong executives.

Xu Xinquan, former president of Huawei's terminal e-commerce, who joined JD's senior vice president at the beginning of last year, retorted:

"President Li's thinking is a little too conservative. Today is different from the past. Last year, we proposed the strategy of doing JD international first and then going to sea, which is a response strategy based on Alibaba's main goal after listing overseas. However, later, we also saw that Alibaba did not give up the big market of overseas shopping for JD international and also vigorously supported tmall global.

Last year's double 11, President huizhongfang personally hosted tmall's double 11 party on the platform, which detonated the popularity of tmall global through an activity of sending Australian lobsters and Chilean cherizi in the trench, which greatly increased the data of tmall global in all aspects.

After the double 11 last year, President Ma also disclosed in public that this year, he will turn the double 11 Carnival into a double 11 global Carnival and invite more international brands to join the double 11.

In a few years, tmall global will surpass JD global in all aspects.

We Jingdong got up early in the morning and caught up with the late episode.

One belt, one road, one belt, one road, is the best way to help the Chinese companies. What's more, the Chinese side and the Hui people have been optimistic and helpful to the domestic enterprises who actively launched the sea. A few months ago, the Hui and Hui enterprises were actively responding to the policy of the whole country.

In addition, the two words "winter is coming" and "inner volume" proposed by president Fang are well known this year. When the competition pattern of all walks of life in China, especially the Internet industry, intensifies, the best way out is to go to sea.

If we Jingdong are indifferent now, when Alibaba and other domestic enterprises carve up the overseas market, we Jingdong can only keep a third of an acre of domestic land, which is blocked at the door of the country by our competitors and can no longer get out! "

Xu Xinquan's words and tone are very fierce. Since he joined JD last year to take charge of JD's overseas business division, Xu Xinquan has been holding his breath, because according to the previous strategic deployment of JD's development of JD international before considering going to sea, his overseas business division is only an empty shelf for JD international occasionally. Li Guangquan is a veteran of JD who started his business with President Liu, The employees of the overseas business department obeyed his orders, and he almost became an overhead bare pole commander.

After Xu Xinquan finished, many JD executives supported his views on the spot. At present, the Southeast Asian market is still a wild blue ocean. JD doesn't hurry to grab the opportunity to occupy the site now. When Alibaba's support comes to Zanda, they will have no chance.

Moreover, with the increasing and deepening cooperation between Huizhong and Alibaba, the relationship between the two companies is getting closer and closer. If JD doesn't perform much in front of Huizhong, the pattern of the domestic e-commerce market will have to change.

Executives pondered, and an executive of Li Guangquan's faction said:

"Even if we want to go to Southeast Asia now, it is difficult to find a suitable investment enterprise. Alibaba has invested a huge amount of US $1 billion to support Zanda. Unless we spend more money on Zanda's competitors, we will be able to beat laizanda and Ali Ababa in the Southeast Asian market, and

At present, the business volume of e-commerce market in Southeast Asia is very small, only several billion US dollars. Without investment and feeding for more than five or six years, it is difficult to see profits and returns in a short time.

Although the e-commerce market in Southeast Asia is only equivalent to that in China in 2005 and 2006, everyone in the capital circle already knows the potential of the e-commerce industry. It is far from that when China can win a lot of shares by investing tens of millions of dollars. From the perspective of investment return, even in 10 years, come to Zanda

The valuation of Alibaba can reach more than $10 billion, and Alibaba's return is only four or five times.

Moreover, I believe that in the next few years, if Alibaba wants to really support laizanda, it must continue to invest a lot of funds to support it. If we Jingdong fall into this battlefield, it will drag down the domestic performance and stock price. "

"The early investment and loss are normal, and the subsequent return is considerable. It is much more cost-effective to enter the Southeast Asian market as soon as possible than we will spend a lot of money in the future. Moreover, Zanda now accounts for only one-third of the market share of the Southeast Asian market, and the E-commerce company ranked second and third is not much different from its market share.

This situation is much better than when we competed with Alibaba in China in the early days. If we invest and support the latter two e-commerce platforms now, they may have a great chance to surpass and praise, "Xu Xinquan retorted.

On the theme, President Liu, who had not spoken since the discussion on this topic, finally looked at Xu Xinquan and asked:

"What are the second and third e-commerce platforms in Southeast Asia? Tell me about them."