Rekindle 2003

Chapter 543 The incompatible Dongguan and Jingguan

In fact, Niu Qiangdong didn't want to see Qing Yun today.

In other words, he didn't want to see anyone today.

Last night, his first girlfriend broke up with him.

The love that is not blessed by parents finally reaches the point where it can no longer be endured.

Niu Qiangdong did not redeem himself.

He knew that as a daughter of a noble family, she had already endured too much pressure for him.

And he, at the moment, had no way of proving to her parents that he could succeed.

Capital is swarming in and the boss is waving checks, but it is just an illusion in front of the parents of his ex-girlfriend who is in politics.

Just like when an investor was drunk, he patted him on the shoulder and said, "I believe you will succeed, because I believe in Mr. Xiaoqing's vision."

This is borrowing the light of others, not your own strength.

Vanity, at that moment, disappeared.

Niu Qiangdong sniffed quietly and listened more carefully.

“The era we are living in now is an era of barbaric growth of e-commerce, from pure offline shopping to the early stage of e-commerce development.

Lao Niu, you see, the establishment of the Taobao platform allows products from all over the country to be sold online. Users in this period are like suddenly going from a rural area with overgrown grass to a bustling metropolis. They can buy offline products through online shopping. I define this period as the novelty stage because I can’t even see things before.

The first time I stood on the streets of Jincheng, looking at the busy city, everything was so novel.

When it is getting dark, the street lamps light up one after another, thousands of lights under the starry sky, convenience stores open at any time, large shopping malls, cinemas, KTV...

Everything is so bizarre and dazzling.

You and I are both children from the countryside. You should understand how I feel, right? "

When Niu Qiangdong heard this, he was a little stunned, and then sighed, "I understand so well. It's like entering a new world. Everything is different from the scene in the village."

Qing Yun patted his knee, smiled slightly, and said with burning eyes, "The current e-commerce market is also like this, most people feel like this now.

So other people are emphasizing the number of customers and the number of products. In essence, they are trying to make the market bigger. "

Having said this, he handed Niu Qiangdong a cigarette and said playfully, "Old Niu, do you remember the first time you were disappointed in the city?"

Without waiting for Niu Qiangdong to say anything, he asked and answered, "I found out that a bottle of mineral water costs one yuan at the canteen."

Under Niu Qiangdong's confused eyes, Qing Yun laughed, "The taste is not as good as the mountain spring water in our village, and you dare to charge one yuan!"

Niu Qiangdong flashed his big white teeth at him, "I can't sympathize with you on this, our river is seriously polluted."

But after he finished speaking, he also had a funny look on his face, "I think the eggs in the canteen are too unpalatable compared to the eggs in our rural areas."

Qing Yun smiled, and then said slowly, "In the novel stage of e-commerce, users continue to find some novel things on the platform, which stimulates the desire to shop. The continuous supply of products on the platform satisfies the growing consumption. Demand, this period is also the best window period for engaging in e-commerce. Users continue to grow and there are relatively few competitors.

Therefore, today's e-commerce companies, whether it is Taobao or Joyo.com, are all crazy about staking their claim, constantly attracting merchants and customers.

but……"

He paused, "But, you should be able to see that at this stage, there are good and bad merchants, so the products will also be good and bad.

Consumers all vote with their feet. If you lied to me, I will never buy anything from you again. "

No matter how much he wants to say, he doesn’t want to say anything. After experiencing the continuous iterations of e-commerce development, he is very clear about the subsequent development trends, but it doesn’t make any sense to tell them all now.

The development of business must follow objective laws. The business model in an era when the annual per capita GDP is 1.03 yuan is completely different from the era 20 years later when the annual per capita GDP is 8.57 yuan.

In an era when the annual per capita disposable income is US$500, people's needs are different from when the annual per capita disposable income is US$5000.

Only one thing is the same, no one wants to be taken advantage of and buy fakes.

Niu Qiangdong thought for a while, and then said, "Mr. Xiaoqing, I understand and agree with your point of view. The quality of the products on the platform is the core foundation."

Qing Yun put out the cigarette, "Going back to the delivery speed you just mentioned, the key factor for e-commerce to link products and consumers is an efficient logistics system, allowing products to 'fly over faster' and reach users' hands.

Fast delivery can not only improve consumers' shopping experience, increase their satisfaction, increase repurchase rates, but also create more demand. "

Having said this, he glanced at Niu Qiangdong, "Do you think Wal-Mart is an offline company or an online company?"

Niu Qiangdong was stunned when he heard this.

Obviously, Walmart is an offline company.

However, as a top student, Niu Qiangdong knows how to listen to classes.

Mr. Xiaoqing’s question actually means that, at least in Mr. Xiaoqing’s eyes, Wal-Mart is an online company.

Qing Yun smiled, "Walmart, founded in 1962, has been at the top of the Fortune 80 since the s. It occasionally drops, but it quickly returns to the top, often ranking first continuously.

You say, why has it been able to stand on the world stage for so many years without falling? "

Let alone 2003, even in 2023, this situation will be the same.

Wal-Mart occasionally dropped one or two places, but soon began to dominate the list again, just like being assigned a game by the system after an N-game winning streak, and then started to win again.

In 2022, Walmart’s revenue will be US$5750 billion, JD’s US$1400 billion, Alibapa’s US$1200 billion, and Penguin’s US$750 billion. Combined, JBA is still short of Wal-Mart’s two Alibapas.

As for Qiandu... With Qiandu's US$150 billion, BAT's B has long been left behind.

And fight for Xixi?

Forget it, that rubbish, the meaning of its existence is just a joke.

The biggest problem facing China's economic development is the problem of clearing out backward production capacity and excess production capacity. Those who go against the trend and policy cannot be friends with time.

"Wal-Mart has its large chain system all over America. You have to know that Wal-Mart is not a small supermarket like FamilyMart, 711, or the Hongqi chain you see in Xishu. It is a super market. "

Niu Qiangdong said in confusion, "Mr. Xiaoqing, if I understand correctly...actually..."

He looked at Qing Yun in surprise and swallowed hard, "Actually... you are against pure e-commerce platformization. Are you suggesting that I do... the 'Internet+' you proposed before?"

Qing Yun smiled. It was actually very pleasant to chat with a real top student.

They can draw inferences from one instance and know the elegant meaning by hearing the strings.

Therefore, nerds cannot become academic masters, and being a question writer is an insult to academic masters.

However, he did not answer the question and continued talking.

Because the most difficult thing to convince is the academic master. It is useless just to talk about your opinions. You must have arguments to support your opinions.

"Today, Wal-Mart has 5500 stores around the world, with more than 100 million direct employees. In more than 2700 stores distributed in America, it has started a chain model creation, achieving what you want at affordable prices every day. This It is an industrial empire, and it is also the Wal-Mart that ordinary people see."

Speaking of this, Qingyun looked at Niu Qiangdong intently, "However, it is still a great company that has achieved technological revolution innovation, business model revolution innovation, and space revolution innovation, taking over the entire online and offline paths. "

Because the growth process was similar to the same experience, Niu Qiangdong was Qingyun's idol in his previous life, and he knew every step of Niu Qiangdong's development.

After Gaoling Capital invested in Jingdong, it took Niu Qiangdong’s entire team to America to have a face-to-face collision and candid communication with the Walmart operations team.

At that time, Niu Qiangdong did not pay attention to offline at all, because he appeared in the world as a revolutionary, saying, "Offline is garbage, and online is the future." But when Niu Qiangdong saw the real operating model of Wal-Mart, his views were shattered, and the ground was filled with scum.

Wal-Mart seems to be an offline enterprise, but the technology application behind it completely surpasses that of Internet enterprises. All information, all logistics, and all product scheduling are distributed using satellites. Its intermediate warehouse scheduling can be completed within a few hours. Radiating within a radius beyond the commercial cognition of the time.

After returning from America, Niu Qiangdong closed the door and thought for three weeks. Finally, he firmly decided to build his own routing carrier. Even if he was laughed at by his peers for more than ten years, he would not change his original intention.

Because he saw the strength of Wal-Mart.

Qing Yun also knew that it was impossible to convince Niu Qiangdong by speaking dryly now, even if the status of the two was very different at this time, he still couldn't do it.

Those who can achieve great things are those who are extremely determined in their hearts and minds, in addition to external fortune.

He didn't expect to be able to convince with words. The most direct thing that could break his mind was the facts he saw with his own eyes and heard with his own ears.

He took out his phone and called Xiong Xiaoge in front of Niu Qiangdong.

IDG Capital has nothing to do with Walmart, but America International Data Group, the parent company of IDG Capital, has a deep cooperative relationship with Walmart.

Qing Yun's phone call made Niu Qiangdong's eyes red and he kept saying thank you.

This phone call allowed him to take his team to the Wal-Mart headquarters to study for 15 days.

"Don't be so pretentious. Since I voted for you, I have the obligation to help you." Emperor Yun calmly waved his hand and continued,

"In terms of products, the Internet has played a role in allowing a person to go to the supermarket while lying in bed, but it cannot replace the efficiency of offline logistics and distribution transfer. Online efficiency comes from offline."

He glanced at Niu Qiangdong, who was listening attentively, and raised the corners of his mouth, "Those who engage in e-commerce, especially the one in Lin'an, are now saying that they will penetrate all offline enterprises.

I won't say whether he is right or wrong now, and you don't need to express your opinion. When you come back from America, think about whether this possibility exists. "

Qing Yun dispersed another round of smoke, lit it, and said slowly, "I will give you a perceptual understanding now. When you get to America, you can use your eyes and ears to confirm it.

Walmart has always controlled an extreme supply chain.

What do you mean?

In a typical scenario, Wal-Mart takes advantage of its procurement and scale advantages to require lower purchase prices from upstream suppliers, causing a significant drop in the profit margin of a supplier in a developing country.

It’s a very simple fact. Suppose I am Wal-Mart and I come to you as an OEM and ask if you are willing to produce for me. But first, the quality must meet Wal-Mart’s factory inspection standards. Second, I will give you 10 times the current scale. I placed an order, but if you give me 20% of the price, can I make it? I'll give it to you if I can do it. Are you willing to do it? "

Niu Qiangdong stepped in and thought for a while, then said with great difficulty, "That would be very embarrassing. According to the general gross profit margin of 25% in the manufacturing industry, if I supply you with goods, my profit margin will be extremely low. According to the static revenue and expenditure Look, I can only make hard money.

But if I don’t supply you, then I will lose a ten-fold growth opportunity. From the perspective of dynamic growth, I will lose the cost reduction that may be obtained by increasing scale and production capacity. "

Qing Yun smiled, "I don't only control your final finished product, I also control who your final raw materials and core raw materials are from.

After I take control, I know your costs. Based on your production process, I can reasonably estimate where your cost line is. As I get more information, I will finally calculate the account for you. I will be like The state tells the construction industry, I will determine your profit margin, and you can only make this amount of money. "

At this point, he looked at Niu Qiangdong playfully, "But do you want this order? If you don't, I will give you a competitor."

Ignoring Niu Qiangdong, whose face turned green, Qing Yun continued, "This is what Wal-Mart does. It obtains production advantages and cost advantages on a global scale, purchases cheap products all over the world, and returns to Amelia. Sales in a country with a per capita GDP of US$7 have always maintained the overall advantage of large-scale cheapening.

So, do you think that Internet e-commerce, which is based on the concept of "let merchants operate themselves and the platform becomes the main player", can really penetrate offline? "

Niu Qiangdong closed his eyes and thought for a while, then spoke with burning eyes, "In other words, do you think Lin'anma's model will only create low-quality, low-price, backward production capacity?"

Without the pressure from the downstream consumer side, the upstream product side has no motivation to actively carry out product improvement and iteration.

Epson's dot matrix printers can be sold for 20 consecutive years without even bothering to change the model.

Qing Yun shrugged and said, "He will be successful, even very successful, but it will be a staged success, because he cannot escape the laws of e-commerce development."

Niu Qiangdong was stunned again when he heard this, but Qing Yun's mouth was dry at this time. He stood up, opened the door, and said to Yang Bingnan outside the door, "Brother Nan, get two boxes of beer and cook them, peanuts and beef jerky." Go ahead and buy some, and get me a bucket of instant noodles by the way, I didn’t have enough to eat in Huaqing at noon.”

At this time, the Huaqing Canteen was not as fairy-like as it would be ten years later, and it was not much different from the Pig Food.

When Niu Qiangdong heard this, he rushed to make arrangements, but Qing Yun waved his hand to stop him, "I really can't get used to your Subei taste. Let's keep it simple. I'll add a meal, and you, drink some boiled beer to soothe yourself." Stay calm, you can have a good sleep while I'm gone."

After saying that, he raised his eyebrows at Niu Qiangdong and asked jokingly, "How long did you cry until yesterday?"

Niu Qiangdong was greatly embarrassed when he heard this. He groaned with a heavy face, and then sighed dejectedly, "It's dawn."

He didn't even bother to ask Qing Yun how he knew.

After coming into contact with the capital market, he understood that in fact, in this vanity fair, there is no secret in what people say and do.

Yes, it’s just about the value.

Being noticed by others shows that you are valuable, so enjoy it secretly.

Qing Yun patted his shoulder and comforted him, "Old Niu, it's okay. It will pass. There will be better ones later."

Little Daqiangzi's 20-year-old milk tea sister is his true love.

After the Mingzhou incident, one stone stirred up a thousand waves. While Niu Qiangdong was controversial, Jingdong's stock price also plummeted to freezing point. Even the international short sellers lamented, 'It fell down without even using any force... '

Because the major shareholder's divorce was very fatal to the company, the prenuptial property agreement between the two and all the defensive arrangements made by Da Qiangzi were actually invalid after the milk tea sister gave birth to her daughter.

While people across the country were waiting for the news of Loli's divorce from her uncle, they saw a milk tea girl dressed in pink, wearing a pink hat, holding her recently released husband on her arm, sweetly attending the wedding of the Royal Princess of the Crown Prince.

In the picture, the two looked as happy as honey, which not only broke the rumors that the two were about to divorce, but also instantly brought Jingdong's stock back to the commanding heights.

Later, the Chinese media pointed out that Milk Tea Sister and Da Qiangzi were not on the wedding invitation list.

Princess Eugenie is not an important member of the royal family and has no influence. Local residents were unwilling to attend her wedding, and even the BBC refused to broadcast it live.

In order to support the occasion, the princess not only invited 850 celebrities and dignitaries, but also recruited 1200 external guests.

The milk tea girl only spent 20 pounds to buy two tickets. The 200 soft sister coins dispelled the divorce rumors, and Jingdong's stock price immediately stopped falling and rebounded. This is equivalent to turning the tide in the capital market.

If this god operates, the keyboard warrior can be said to be Niu Qiangdong's layout, and the milk tea sister is just a vase for the puppets. Then the wonderful performance of the milk tea sister in the duel between billionaire ladies will make her a model of the virtuous wife that the wealthy class dreams of. .

It was not a pity that Jingdong lost Jing, but he was just a little bit upset.

If flowers bloom, butterflies will come. After success, Da Qiangzi met his milk tea sister and captured his first girlfriend again.

So, men, don’t just focus on love every day. If you have a good career, you will have everything.

And only then will you realize that you are still faced with the troubles of happiness.

The Beijing ticket is valid for everyone without any restrictions. This is the atmosphere of the milk tea girl.

Dongguan, on the other hand, has product category restrictions and can only be used when purchasing goods in specific categories or merchants. This is the rule set by the milk tea sister.

Beijing coupons can be paired with all coupons, but they cannot be paired with East coupons. If you use Beijing coupons when placing an order, you cannot use East coupons, and if you use East coupons, you cannot use Beijing coupons. This is the red line drawn by the milk tea sister.

Jingguan and Dongguan are incompatible with each other.

Thinking of this, Emperor Yun was very worried.

……

　There will be more updates tomorrow, starting at 9 o'clock, so I can quickly adjust if there are any problems.

　　

　

(End of this chapter)