Chapter 1654

November 1, 2009.

In the past, it was still late autumn.

This year, however, it is somewhat abnormal.

Beijing, on the first day of November, ushered in the first snow of 2009!

It's snowing!

……

Ma Yun has not finished feeling in Lin'an. In the north, some areas have begun to snow!

……

"Is Zhuge reincarnated?"

This day, suddenly countless people are feeling, looking up at the sky.

Even God, are you helping Li Dong?

A heavy snow in 2008, the rise of distant shopping mall!

In 2008, with the help of various channels, Li Dong became famous in the field of offline retail. Even the highest level praised him.

In 2009, this is only November!

Who would have expected that in this season, it began to snow.

Once it comes to the double 11, or in this terrible weather, can the newly built logistics system of Ali be sustained?

What's more, Ali, once the road is slippery on a snowy day, it's good for big businesses, including Sulin, to meet their own needs. How can they support Ali?

In contrast, in 2008, a heavy snow, distant logistics played a prestige, played a prestige.

……

This day.

Dongyuan.

Even after receiving the call from her mother, Shen Qian couldn't help looking at Li Dong, who was teasing her daughter. "Are you really going to be a God?"

This man is really mythologized!

It's snowing in Beijing!

In addition to the capital, the cold current has arrived ahead of time and swept across China. Perhaps, the whole North, including the south, will enter the snow season ahead of time.

Once entering the snow season, it is a test for the distance, but for the opponent in the distance, it is a disaster!

Far away logistics system, now has been extremely developed, but also fought many hard battles.

This time, in order to meet the double 11, countless preparations were made in advance.

Warehouses all over the country are full now. Li Dong has prepared a month's stock in advance!

At this moment, no matter how big the snow is, the logistics from afar is confident that it can meet any challenge.

Can Ali do it?

No way!

A new logistics company with no experience in the World War II, and a company that lacks warehousing layout all over the country, is likely to be stagnant and unable to operate in case of rain and snow.

Li Dong, God!

Double 11, it's not a plan just now.

Long ago, Li Dong began to layout.

If Li Dong knew it was going to snow a few months or even a year ago, everyone didn't believe it.

Now, suddenly into the snow season ahead of time, can only say, on the naive help Li Dong.

Li Dong's myth is going to be a myth now.

As for his wife's emotion, Li Dong teased his daughter and said with a light smile: "how can you have so many ideas?

Snow, I did not expect.

Moreover, snow is not a good thing, at least for the distant logistics, it is a severe test.

Do not think that we have experienced the heavy snow in 2008, can calmly face this time.

The situation is different. At the beginning, we only provided services in a small scale, and there were not too many orders.

But this year is the beginning year of the double 11. Even I can't tell how many orders there are.

With tens of billions of orders, we usually have difficulties. This time it snows, can we really complete this task?

So for me, snow is not a good thing.

Although this snow will make our opponent Ali more difficult, let's be honest... "

After a moment's pause, Li Dong said with a smile, "do you think I'm still fighting with Ali?

It's not.

I compete with myself. In fact, I prefer a clear sky. With our aviation system, I am confident that I can complete any task.

Now, trouble! "

Li Dong gently shakes his head. For him who is determined to make a hundred billion war record, is snow really a good thing?

He remembered the heavy snow in 2008, but he didn't really remember it in 2009.

Of course, now it's snowing in Beijing. Li Dong is a little bit impressed.

The rain and snow weather mainly affects the northern region. Even if there is snow in the south, the snow is not too big and the impact is limited.

This is also the reason he forgot before, after all, he was not affected by the snow in 2009.

But now, no matter in the South or in the north, it is not a good thing to be affected by the situation that the whole country has begun to layout.

If the current distant shopping mall is only as powerful as digging out treasure, the bigger the snow, the better.

The greater the snow, the greater the impact on Ali, the less the impact on the distance.

In this way, under the same strength, the distant place will occupy the first opportunity.But it's not really good news that snow is falling in the distance.

If we really want to calculate the good news, we can only say to Ali, to Sulin, to big business These enterprises have a greater impact.

Especially in the north, the distribution system is not very developed.

At ordinary times, I can barely complete the self-supporting business. Now the snowfall ahead of time will only affect the northeast. Can the distribution system of big merchants support Ali at this time?

Without the support of big businessmen, Ali's strength has been greatly weakened even though it is already quite weak.

With these words, Li Dong picked up the child and handed it to Shen Qian. He went to one side and put on his coat. He said, "the rainy and snowy weather is a little abrupt. It is likely to be affected during the double 11.

I will go to the company first. In the next few days, I may go to inspect the northern stores and logistics system, including the warehousing system.

Take advantage of the snow is not heavy, the goods should be prepared, all preparations in advance.

Fortunately, the layout of our warehouse center has been improved a lot in the past two years.

For this, I have to thank Mr. Qin. "

Shen Qian didn't mind anything this time. She nodded her head and said, "I want to thank Mr. Qin and have a chance to visit Mr. Qin."

The distant storage system, including the distribution center, was built when Qin Hai was in power.

At the beginning, there was a shortage of money in the distance.

However, Qinhai still insists on warehousing and distribution layout in all first tier cities, which is expensive.

And Li Dong, considering the enclosure, finally agreed.

At that time, distant logistics had been in a state of serious loss, and the investment of tens of billions did not make a profit.

This point was also criticized during Qin Hai's reign.

However, with the economic recovery in 2009, the land price rose. Even if the industrial land was enclosed at the beginning, and the industrial land in the first tier cities was located, the land price was also rising significantly.

At this time, the cost of enclosure, including the cost of investment and construction of storage center, has been earned back.

Now, in an emergency, these storage centers are also in great use.

If there are no storage centers now, there will be no place to store goods in distant shopping malls, including distant supermarkets.

Hundreds of billions of goods, this is not a small amount.

If the temporary deployment from manufacturers, it is obviously impossible.

Fight a hard battle, do not prepare goods in advance, then wait for the customer to be dragged to death, finally scold one after another.

Nowadays, in China, there are not many logistics and warehousing companies with this strength.

With the cooperation of manufacturers from all over the country, we can barely do it.

Other companies, even those ranking above distant logistics, can't do it, because their logistics and warehousing are not specifically used in this area.

What's more, the logistics and warehousing enterprises in the distance are almost all engaged in international large goods distribution business.

Those who really do e-commerce business and offline distribution business are the first in the distance and the second in the favorable wind.

Three links and one access are not as good as these two.

However, Alibaba's Xingchen emergency is not as good as three links and one access. The distribution point layout is OK, and the warehouse layout is not too much prepared by the other party.

After all, it's a third-party platform, and Ali doesn't care too much about it.

It is necessary to do self operated warehousing business for the remote shopping mall, but not for Ali.

But now, this unnecessary, has become the biggest defect of Ali.

Ali's own warehouse center is not many, almost all rely on the third party and the manufacturer's own storage system.

It may be slower to receive and deliver goods at ordinary times, but the impact is not too big.

However, in case of rain and snow, the manufacturers and the third party can not substantially increase the logistics storage cost in order to cooperate with ALI.

Unless, Ali is willing to subsidize, otherwise the other party has no obligation to help Ali achieve the goal, his own back.

The key is, can Ali subsidize?

……

Ali can still afford to subsidize.

But when Ma Yun mentions this matter, the Yahoo side opposes extremely fiercely!

This promotion cost too much!

Publicity costs, operating costs, various subsidy policies, compensation measures for third parties, and investment in Logistics

Before and after, Ali's other business profits almost all fell into the treasure, which is not enough.

Now, Ma Yun brings up the subsidy policy again. The representative of Yahoo! Retorts loudly at the board of directors: "Mr. Ma, is this kind of investment plan without cost really necessary?

What's more, it's only on the 1st. It's snowing only in some parts of the north, and other areas have little impact.

There are still 10 days to go before the double 11. Now we will talk about the subsidy policy. Once the supplier and the third party know about it, including the third-party logistics, we will not be choked by the neck?No matter how much money you have, you can't spend it like this!

In the past two years, the profit of digging treasure is not much, but the investment is extremely high!

But the result is still declining. I don't agree with the subsidy scheme this time. "

What Ma Yun wants to subsidize is not a small amount. The cost of each order is almost 2 yuan.

For Ali, which aims to make a record of 5 billion, the final total order may exceed 30 million.

All of a sudden, more than 60 million extra spending was added.

With the advance investment, Ali spent hundreds of millions of yuan at a time.

For Ali, who is mainly a third party, and is still in the free policy period in order to maintain competitiveness, almost all rely on his own blood transfusion.

Hundreds of millions, far away there don't care.

But for Ali, for any enterprise, one activity, one day's activities, spending hundreds of millions of funds, it is simply unimaginable!

Before, the northern region, Jingdong and Dangdang fought.

When the general manager waved his hand, he called out a slogan: "spend 40 million yuan to greatly reduce the price of all kinds of commodities!"

Jingdong, on the other hand, fought back and called out "let's make 80 million profits!"

These two are giants in the field of e-commerce.

And it's not a day's expenditure, the price cut, the profit, the subsidy Activities lasting more than one month.

And whether there are so many, people in the industry also know.

In this way, the tens of millions of price war has made other people exclaim and let other e-commerce platforms look up to it.

Now, Ali and a one-day promotion from afar will cost hundreds of millions of funds before it starts.

This kind of terrible consumptive ability, also let Yahoo some cannot bear.

Money is not the way to play.

It can't be used in meaningless things!

At least in the eyes of Yahoo, it is inevitable to lose now and in the distance. In order to gain the upper hand, it costs so much. Who will make up for the final loss and who will bear it?

As a major shareholder of Ali, Yahoo obviously undertakes the most.

What's more, if you really want to get the upper hand, it's obviously impossible and costs so much money, which is even worse for Ali, who is already in trouble.

In the view of Yahoo, Ma Yun is not rational enough now.

As a smart man, Ali should learn to choose at this time.

Yahoo does not have to lose Ali, as a major shareholder of Ali, Yahoo is not stupid, also hope to win.

It is reasonable to think that in the case of failure to win, it is more suitable for Ali to retain greater strength and wait for its later rise, or simply sell this highly competitive industry and develop other businesses.

Ma Yun, however, is now fighting Li Dong with one heart. In their opinion, this is irrational.

As a major shareholder, Yahoo has the right and obligation to refuse his unreasonable request!

Yahoo opposes, Ma Yun almost knows is inevitable.

At this time, Ma Yun was also very impolite and scolded: "short-sighted!

So far, the arrow is on the line and has to be launched!

The investment and publicity preparations in the early stage are all on the right track.

At this time, all the investment in the early stage was almost wasted!

Although there are still 10 days to go before the double 11, information from the meteorological bureau shows that the northern region, including the south, is likely to enter the rainy and snowy season in the next few days.

Ten days is not enough. If we don't start to attract all parties in advance, how can we go on the double eleven?

I have always said that customers first, employees second, shareholders third!

Why do you say that?

It is you shareholders who are too short-sighted!

Whenever there is some disturbance, the first to abandon the enterprise is the shareholder.

Softbank and Yahoo! Have supported Ali for many years, and I have always been grateful. But in recent years, how many obstacles has Yahoo created for Ali?

All kinds of procrastination and interference with the normal operation of the company. Now, they begin to blame the team for not being able to do so, and let the digging treasure decline day by day?

Is it really declining?

Taobao is still Huaxia now, even the world's largest C2C platform!

The performance of taking out treasure is also increasing day by day, which is larger than that in previous years.

The failure to make profits is also a strategic need.

At this time, is it the right thing for a discerning enterprise to blame the strategic loss of treasure?

This subsidy policy must be implemented!

We can't delay. Once we delay, both the manufacturer and the third party will have doubts.

You know, now we almost overlap with the distant supply chain system.

Once the goods on our side can't be delivered and there is a large demand from afar, these shares will eventually become distant supply.At that time, even if there is an order, there will be no goods to sell.

If this happens, as an e-commerce platform, it can be declared bankrupt! "

What Ma Yun said is very direct, and this is also the truth.

There is no subsidy for taking out treasure. The logistics and storage costs are borne by the remote side. Compared with the cost, the profit of supplying goods from afar is greater.

However, if there are too many deliveries from afar, which exceeds their own order share, then the manufacturers and businesses will provide the share originally reserved for Ali to distant places, which is too normal.

If that happens, you may receive a large number of orders, but in the end, the manufacturer will delay due to the shortage of supply, which will be miserable.

The reputation and credibility of the platform were destroyed.

This is too much to bear.

Now, it's better to subsidize tens of millions of dollars than to dig out the treasure and destroy the reputation.

Ma Yun believes, this Yahoo also should understand just right.

But now, the other party is still procrastinating, which makes Ma Yun extremely dissatisfied. For the first time, he publicly questioned the investment vision of these shareholders on the board of directors.

For Ma Yun's reprimand, the spokesperson of Yahoo is a little angry.

However, the other party did not scold Ma Yun at this time. After thinking about it for a while, the director of Yahoo thought and said, "we need to consult the headquarters about this matter..."

"Ridiculous!"

Ma Yun didn't give him a chance and said directly, "this is Ali. Now we are discussing Ali's business. There is no need to inform anyone about it!

If you have any dissatisfaction, you can make a decision at the general meeting of shareholders!

Let's vote now. Those who agree to the implementation of the subsidy policy will vote on a show of hands! "

This word a, Yahoo's director facial expression is black, strong endure anger, just hold back to go back.

As the spokesman of the shareholders, he should consider the interests of shareholders.

As Ali's team, Ma Yun is right.

Company strategy, no need to inform others.

This is Ali's board of directors, not Yahoo's.

Now, the board of directors has passed it, and then it can be implemented.

As for afterwards Yahoo dissatisfaction, also can hold shareholder meeting to make refutation only.

But it also takes time for the general meeting of shareholders to be held.

This time difference is what Ma Yun wants.

If the policy has been implemented, will it give up halfway, or will he be relieved of his position as chairman of the board?

This possibility is not without, but now Ali is in turmoil. At present, Yahoo and Softbank dare to make such a decision, and it is very likely that Ali will collapse eventually.

Do they dare to bet?

Ma Yun is Ali's spiritual pillar!

Usually, Ma Yun won't be so tough, but at this time, it doesn't matter whether he is tough or not.

Even if Yahoo and Softbank are not satisfied with him, they will not do anything to him at this time. After all, they have invested so much that no one hopes to lose their money.

Ma Yun announced the vote, and more than half of the people in the conference room began to raise their hands.

On Alibaba's board of directors, the board members of Ali's management team are the most, reaching 5, which is why Ma Yun has been able to keep down Yahoo.

Second, there are Yahoo and Softbank. There are four people in the two boards, but they are all non-executive directors.

There is no doubt that Ali's five men raised their hands.

In the management team, Ma Yun has absolute prestige.

On the other hand, there are three non executive directors on the Yahoo side, and none of them moved.

Although Softbank shares are not low, but in the early stage Softbank trusted Ma Yun, most of the voting rights were handed over to Ali's team.

I only keep one director, and I don't usually participate in the affairs of the enterprise.

Most of the time, however, the director supported Ma Yun's team.

But this time, the other side hesitated for a moment, and finally did not raise his hand.

Ma Yun looks in the eye, the facial expression does not change, the bottom of the eye actually reveals a touch of melancholy.

Softbank, not firm enough!

In the past, Softbank has been supporting him, which is why he has been able to get the upper hand in the fight with Yahoo.

But now, Softbank's representative, hesitated.

In the face of Ma Yun's large investment and the formidable opponent, Softbank wavered, as if it were reasonable.

But at this critical juncture, Ma Yun actually hopes that the other side can support him as always, and his attitude towards Softbank and Yahoo is not the same.

Softbank has been supporting him for too long. Ma Yun also thinks that Ali makes profits and Softbank should make profits.

However, at this moment, human feelings are no more than interests.

Ma Yun's idea flashed away, and finally returned to calm. After looking at the people in the conference room, Ma Yun said in a deep voice: "5:4, the resolution is passed!

Next, the warehousing and logistics subsidy policy began to be implemented... "

When he finished his work, several directors of Yahoo left soon.

Softbank's representatives were reluctant to speak and finally shook their heads and left first.Cai Chongxin, who has been following Ma Yun, sighs at the situation. He is also a member of the board of directors. He is even the only senior executive who is still at the decision-making level since the establishment of the company.

In fact, the introduction of these capitals has something to do with him.

But now, the expectations, trust and attitude of these shareholders have changed a lot.

Ma Yun didn't say a word. After arranging the task, he went to the door.

The board meeting was held urgently, and it was already dark outside.

As soon as he got to the elevator, he went downstairs from the elevator to the outside. When the cold wind blew, Ma Yun suddenly turned his head and looked at Cai Chongxin who had been following him and said with a smile, "Lao Cai, do you still have the confidence to do it all over again?"

"Yes!"

"I have it too!"

Ma Yun looked up at the dark sky and said with a light smile, "it's good to be successful or defeated. Can you knock down my ma Yun?

Besides, losing doesn't mean losing.

Who can tell the right from the wrong

Cai Chongxin was silent and wrapped up his clothes. After a long time, he said, "let's work for another ten years, and the one who laughs at the last is the hero."

"Well, ten more years!"

Ma Yun laughs and then walks forward.

Cai Chongxin, who stayed in the spot, looked at the old man's hearty smile. He couldn't help shaking his head and whispered, "that's a monster..."

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