"When I invested in Huayi five years ago, I judged that the market value of Chinese movies exceeded 10 billion within five years, and this year China was just 10.2 billion; ten years ago, I judged that e-commerce must be a huge market after ten years. There are many opportunities in China There are many, but there are not many industries that ensure that this industry will grow and grow exponentially. But I think logistics is one of them. "
Alibaba Group Chairman and CEO Jack Ma's remarks have inspired many logistics companies. But he went on to say that the vast majority of the most successful logistics companies today will not become the most successful logistics companies ten years later, which is the result of reshuffling the industry.
On January 19, Alibaba Group officially announced its logistics strategy in Beijing. The Group will lead a billion-dollar investment in the construction of a modern logistics system supporting e-commerce, and strive to promote the construction of a social logistics platform.
It is understood that Alibaba Group and its financial partners will invest 20-30 billion yuan to gradually establish a three-dimensional warehouse network system across the country. Among them, Alibaba invested 10 billion yuan and is expected to complete the investment in about three years. The funds will be in the medium term. Alibaba Group hopes to raise more than 100 billion yuan with other partners in the e-commerce ecosystem to develop the logistics system.
Ma Yun said, "Maybe everyone feels like I'm talking about everyone, we really think so, and we are doing it. So we must go in logistics. The only major decision I made last year."
Ma Yun expressed the hope that in ten years, anywhere in China, as long as people place orders online, up to eight hours of goods can be delivered home, forming a true rural urbanization. This requires the establishment of a modern logistics system that truly belongs to the 21st century.
In this regard, Alibaba Group Chief of Staff Zeng Ming said the most: "Alibaba welcomes any partners." It is reported that the group will adhere to the principles of openness, collaboration and sharing with many partners to build a The modern logistics system of B2C e-commerce will jointly prosper the e-commerce ecosystem and accelerate the development of China's logistics industry.
Why does Alibaba do logistics? How to prepare for logistics? What should I do?
Ma Yun gave a self-answer. After the information flow and capital flow were resolved, "we have just eased our breath. We found that all complaints and complaints come from logistics and are useless. We must participate together."
Ma Yun said, "I think Taobao will hit 1 trillion next year. We can't see the catastrophe that caused Taobao to have a disaster, but the biggest obstacle for 1 trillion to 3 trillion is logistics."
Previously, Alibaba Group has invested in two logistics companies including Star Express and Best Logistics, and participated in the ProLogis Company, a logistics division of the Singapore Government Investment Corporation (GIC), but has not yet made any direct investment in warehousing.
At present, the storage facilities of Taobao are mainly solved by leasing existing warehouses. However, warehousing construction has large investment, slow returns, and great platform characteristics. And it will soon become an important physical bottleneck in the development of e-commerce in China. Therefore, Alibaba Group decided to actively participate and quickly promote the construction of a national warehouse network.
Tong Wenhong, vice president of Alibaba Group, revealed that in the future, Alibaba Storage will focus on seven locations in Northeast, North China, East China, South China, Central China, Southwest China, and Northwest China to invest in storage facilities. Zeng Ming said that the specific site selection work has been started, and the warehouse is in principle definitely a warehouse. "We will make a national central warehouse in five to seven years." The specific profit model has not yet been determined.
Faced with market questions, Ma Yun said, "I think I will come today because there are a lot of rumors outside, saying that Alibaba is grabbing the jobs of the logistics and express industry. We are to do but not grab everyone's jobs. We must cultivate and support this market. The best courier company in the world. "
"This is an open platform that will not compete with previous partners, and will actually strengthen our cooperation." Ma Yun said.
"In the last decade, the three mountains of e-commerce were credit, payment and logistics; in the next ten years, we will make articles on the system, logistics, and data, share our resources with the society, and encourage everyone to establish a common prosperity. Ecosphere. "Ma Yun's emphasis on logistics is evident.
Ma Yun also predicted that most B2C companies will disappear in ten years, even if they are already listed. The bubble burst within a year or two. "Today's bubble is no less than the first Internet bubble in 1999 and 2001."
The following is a record of Ma Yun's speech:
thank you all! Thank you for participating in our logistics conference during the busy New Year. Today I am looking at you with great respect, because I think you are creating not only Chinese miracles but also world miracles. In the past two years, the development of the entire logistics industry has exceeded our imagination, which is quite remarkable. Secretary Ma and I estimated that 3.5 billion parcels this year and 7 billion parcels in the US express delivery industry. The original plan was to surpass the US in 15 or 20 years. According to the current state, China must surpass the US logistics industry in three or five years. We have created so many opportunities and created so many job opportunities in just two or three years. I admire everyone very much. The employment of nearly one million people has poured into the logistics industry. It is very difficult for any company to double the number of employees and the number of employees in one or two years. I asked myself, Alibaba has been proud of not having so many businesses in the past 10 years, but rather proud of having 22,000 employees. It is very difficult to train and grow these 22,000 employees. It is quite possible to manage millions of employees here. amazing.
Although there are many complaints and complaints about the logistics industry today. I think it's hard to get him to do anything better. In the snowy day, I want to deliver the courier, and the newly trained employees, I sincerely thank you. I have made great contributions to the progress of China's logistics and the entire e-commerce. I express my deep respect and gratitude. I also represent Taobao CEO and Taobao. All buyers express their heartfelt thanks to everyone.
In addition, I am also thinking about the huge changes in this industry. The changes in this industry may exceed the imagination of all here. I talked to people about the development of the film industry and the development of the Internet a few days ago. When I invested in Huayi five years ago , I judge that Chinese movies exceed 10 billion in market value within five years, 10 billion in the movie market, this year China is just 10.2 billion. Ten years ago I judged that e-commerce must be a huge market after ten years. China has many opportunities in the industry, but you must ensure that this industry will definitely grow and there are not many industries that grow exponentially. But I think logistics is one of them. The growth rate will exceed the imagination of everyone here in the next ten years. The bad result is that most of the most successful logistics companies today will not become the most successful logistics companies in ten years. This is to re-wash the industry. brand. This is a result, and everyone may think that it is his turn, and it is your turn. This is the transformation of the industry.
Ten years later, I must believe that there must be 10 billion parcels in China's express delivery, and 7 billion or 8 billion parcels in the United States. A few years ago, I said in the United States that the number of Internet users in China will definitely exceed that of the United States. People, 20 million people are born, and no dead people are allowed. It takes us five or six years for our 1.3 billion people to have five or six billion people online. However, there are many challenges to be able to create companies that contribute to society and humanity. China Mobile has more than 100 million users, but China has not created an apple. There are so many courier companies in China, is there a UPS called, if the country does not protect you, if the policy does not protect you, 10 billion parcels is the easiest, but how much can you get.
This two-year change, Taobao now orders 8 million a day. At this time next year, it may be 20 million orders a day. Next year, Taobao will make 15 million packages a day. Are we ready? Within 10 years, China is expected to grow at least 10 million jobs and 10 million employees in the express delivery industry. May I ask our organization, our management, our leadership, and all management training systems are we ready? This is an opportunity, and I firmly believe that ten years later, China will be born. Due to the development of e-commerce development, there must be several UPSs, which must surpass the UPS in the United States. I am convinced of this.
Why is it impossible in America? E-commerce in the United States is difficult to do, because other business environments are too good, banks are very good, and distribution is very good, so e-commerce is very difficult to do. In China, e-commerce is good because nothing is good. Why China Mobile can surpass the United States, not only do we have a population, but because we were too backward in fixed-line telephone, so wire the development of the treaty. The industry has undergone tremendous changes, and this change may take three to five years. A large amount of capital comes in. As soon as the money comes in, the problem comes out. Great changes in the preparation industry.
Second, why does Alibaba do logistics? How are we going to do logistics? What should I do? In fact, we have invested in e-commerce for 11 years. We were crazy. No one believed at that time. We believed it ourselves. Persist for ten years and find that the information flow is too difficult to do. After Alipay came out, it was found that the logistics was blocked. We thought that as long as the information flow was done, there was no way for the platform without funds to do it. We just made the funds. , Complaints come from logistics, no use, we must participate together. In fact, we have complained about the flow of funds. Before Alipay, we said every day what you should do in the bank. People are not reluctant to do it. I think this thing is not interesting. I found it interesting after I got bigger.
As far as Alibaba is concerned, we are not a foreign-funded enterprise or a private enterprise. I think we are a social enterprise, a state-owned and a socially-owned company. No one can say that I own Alibaba and own Taobao. Can Alibaba be turned off and Alipay turned off? It cannot be turned off. This belongs to this era, belongs to this society, belongs to the People's Republic of China, and belongs to the world's longing for new business models. Therefore, it is regarded as a true social enterprise. Many state-owned enterprises today are actually government enterprises.
Another one I was thinking, why do I do logistics? Because I said this myself, one day, through hard work, it surpassed Wal-Mart's worldwide turnover, which is 400 billion U.S. dollars, and we still have a great chance to rise again according to the exchange rate. I communicated with Wal-Mart's vice chairman, and we increase by 10% every year, which is about ten years. We bet that we will definitely win. He wants to sell more without knowing how much space to build or build a building. We only need a few more computers. Wal-Mart influenced the business model of the previous era, large-scale procurement, standardization, assembly line operations, the formation of large-scale containers, and low cost. He influenced the business form. We hope that Taobao or Alibaba will one day become an influence on society. Business form company. Inside the company, I say that I admire companies like Sohu. They have changed the reading habits or news habits of many people. Taobao has not yet, just saying that everyone can shop, but they must be online. We will do this day.
I think Taobao will rush 1 trillion next year. We do n’t see the catastrophe that caused Taobao to have a disaster. However, the biggest obstacle to 1 trillion to 3 trillion is logistics. If we do n’t participate, in fact, the industry will sometimes need outsiders to stir To disturb, Alipay is not a financial person. No one in Taobao has ever done retail business. It must be outsiders. This is good for the industry. But what are we not doing? We do n’t do what private logistics companies want to do, can do, and can do. We position Alibaba into logistics and do things that existing private logistics companies do not want to do, refuse to do, or have to do. I think all state-owned enterprises It should be right.
We have also analyzed for a long time. We have managed millions of employees to do courier delivery, which is a safety issue. That's not what our company does, and we can't do it even if it's done or if it can be done, because society can never stab others' rice bowls. This is the principle of doing business. Let others do what others want. We think that the two systems are our strengths. The first information system and the second warehousing. Today's warehousing will be challenged by warehousing in the future due to the advancement of urbanization. Our ideal warehousing talks with the government, invests all the hardware investment, and if we need to spend money and build these things, many private enterprises may not be willing to invest. We hope to save the money invested in warehousing and spend on employee training and growth. This one is better.
Therefore, we will spend a lot of time on the warehousing and information system. After these warehouses are built, we will open up and develop together for all express companies and logistics companies. I remember to make a logistics decision at the internal strategy meeting of the group. This is the only and most important decision I made in 2010 this year to make logistics. Set a few principles, the first principle is not for the purpose of making money, this is our first principle; the second principle can not lose money, you can not afford to lose, how do you go on; third, most private enterprises do not want to do, Unwilling to do, have to do things, and the real birth of China's UPS.
There is no apple for mobile. I believe in China's logistics. In the future, people from logistics companies all over the world may sit here today. Ten years ago I heard from IT leaders that the buddy is me after ten years. Ten years later, the development of modern logistics in the world must be me, as long as we have this courage and confidence. In addition to ideas, strategy is expensive because anyone can plan.
Today I also want to communicate with you about the idea of ​​e-commerce B2C. I have never seen such a big bubble era. Are we wrong? I said at the group conference two years ago that the development of e-commerce in China has nothing to do with Alibaba Group. The development of e-commerce in China must be related to Alibaba. Taobao started doing B2C a year ago. The first 95% of Taobao was B2C , Only those B big like C. At the Shanghai Big Buyers Conference last year, many big sellers had discussions with Taobao. They said that we are big sellers. How big do I say? Selling 5,000 yuan a month, this is change and change. How can B2C participate in investment today to make the B2C industry develop better.
Today's bubble is no less than the first Internet bubble in 1999 and 2001. Most B2C companies will disappear in ten years. At least 30% of companies will have websites and sell things. But today, if you build a website, hire an engineer, and buy a server to get rid of Taobao control, the first Taobao does not want to control you. Alibaba gave up the idea of ​​a business empire. What is a business empire? You either join me, or I abolish you. I don't think people should think of this mentality in the 21st century. What is the 21st century mentality? It is ecology. An ecological environment. Everyone is part of the business ecosystem. We have to build the entire business ecosystem, so this is what we think Alibaba has to do.
We feel that since we are a social enterprise and we are a state-owned enterprise, we should become the infrastructure for the development of e-commerce throughout China. If you want traffic, we will increase it, if you want data, we will provide data, and if you want logistics, we will help build logistics. Many companies think that our failure is our failure. What do you mean? Many people today do e-commerce, a bit like opening a factory a few years ago to dig a well, and certainly to build a thermal power plant because they do not believe in the national grid. Many enterprises say that power plants and water pipes are necessary to set up factories. Now everyone is using unity.
We have no empire thinking, this company is not mine, and I will not pass it on to my son, I am only a participant of the company, we are grateful to have this opportunity to make a different company from the previous generation. I ca n’t bring my pocket money anymore. The more money you have, the more responsibility you have. Give me this money and build a few warehouses, and then make Alipay. Sometimes the more money, the more trouble, the greater the pressure. . Energy and physical strength are very limited. Many of the people here are younger than me. It is no problem for you to have 50,000 employees. I can't stand 5,000 employees. We hope not to become an empire, but to become a stepping stone in the growth and development of small business companies.
Maybe everyone thinks that my speech is like "flickering" everyone, we really think so, and we are just doing it. Therefore, we must enter logistics. The only major decision I made last year was that all the funds in the first phase of logistics were 10 billion yuan. We do n’t think about making money, we just think about how to improve it, otherwise Taobao and e-commerce will develop by 150 billion and 200 billion. Of course the entire storage system 1. We are open to the logistics system. All third-party logistics service companies make good use of it on this platform. I have a friend who opens a store on Taobao and sells clothes very well. I do n’t know what to do if I am under the control of Taobao. Hurry up and make a whole website yourself, but the result is that there is not enough traffic on the website and people are added every day. I will wait a year for his pain before talking about it. If he is, I will gather all the resources to engage in clients first, and then understand the clients before setting up my own website. Because you are Alibaba Group, I think so. I haven't had a stingy customer yet.
So today we exchange ideas with you. We must support and support the logistics industry. Second, we are open to do. Third, we come in ourselves. We also hope to see more PE and VC come in. There is no doubt that China can see 10 in the next five years. In a multiplied market, it is certain that there will not be ten times as many logistics as one. So we will participate in the investment, we will do what you do not want to do, and most hope to see the development of logistics next year, the next year, the next year, let buyers on Taobao, let all buyers in China sincerely thank. At that time, I believed that we were successful. At that time, if someone still complained about the enterprise, I believed that customers would punish you and your opponent would beat you. In the future, we will fight for management, service and innovation.
I think I came today because there are many rumors outside, saying that Alibaba grabs the jobs of the logistics and express industry. We are to do but not grab everyone's jobs. We must cultivate and support if this market is the best express delivery company. A few years ago, I told the bank governor that pays great attention to Alipay. I believe Alipay will have a great impact on banks one day. The bank governor said I didn't believe it. In recent years, this president is very angry, but it is useless. I will tell you today that the most successful logistics enterprise in ten years' time must not be today's top ten, and a new leader in the logistics industry will be born. They are good at learning and improving. Management, they have a vision, think for customers, and think for society, because China lacks so few companies, so there must be so few companies.
If today is a logistics industry seminar, I believe that these companies will definitely be seen in ten years. So once again, thank you all for your contribution to China's e-commerce and thousands of buyers, and also pay tribute. But the "amateur" you play today is just that some people don't want to come in and do it. Since you do it, you should go to Japan, Europe, and the US I have watched it myself, and I was shocked when I came back, but I said that we have the opportunity. Sometimes the more mature model is more difficult to change. And I believe there will be more and more complaints next year, this is our growth.
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