Top of the big era

Recently, Lao Ma's life has not been easy. Being criticized and ridiculed has almost become a joke.

At the peak last year, Ali's stock price once exceeded HK$40, and it was considered the largest Internet company in Asia, with no second in the limelight. However, with the outbreak of the financial crisis bit by bit, Ali's stock price has fallen all the way.

In March last year, Ali's stock price fell below the issue price of HK$13.8.

Now, only 12 Hong Kong dollars are left.

Chicken feathers all over the place.

There are more headaches.

By next month, the ban on stocks of Ali employees will be lifted, and they can be cashed out. Boss Ma found out internally that there are many executives who want to cash out and make a fortune.

Once the executives cash out, it will inevitably cause market turmoil.

At that time, the stock price will inevitably plummet again.

Ali's stock code is "1688", which means "to make a fortune all the way", which means that everyone will get rich together. The result was good, and it turned into "fat" that evaporated.

At the same time, there is pressure from the United States.

When Ali went public, Yahoo, as the major shareholder of Ali, invested 776 million Hong Kong dollars to subscribe for Ali's stock on the first day in order to boost Ali's successful listing. Up to now, it has lost 246 million.

Yahoo is fighting with Microsoft, and the failure of the investment in Ali will also make Yang Zhiyuan very dissatisfied.

Zhou Buqi was startled when he saw Boss Ma.

I haven't seen you for a few days, this buddy seems to have lost a whole circle again.

Fortunately, Boss Ma was in good spirits, so he made an appointment to a teahouse, and several of them went to drink tea together.

Inevitably started nagging.

The global economic situation is very serious!

The continued contraction of the US economy has had a serious impact on my country's trade and exports. Coupled with monetary tightening, the appreciation of Huaxia currency, the reduction of export tax rebates, adjustments to processing trade policies, rising raw material prices, rising labor costs, etc., many small and medium-sized enterprises, especially export-oriented small and medium-sized enterprises, are caught off guard and face the prospect of being eliminated on a large scale. situation.

Boss Ma sighed: "You may not know that in the north, Ali is engaged in the business of small and medium-sized enterprises, and I know too much about the enterprises in the Yangtze River Delta and Pearl River Delta regions. Since last month, a large number of small and medium-sized enterprises have closed down abnormally." In fact, not only these two places, it can be said that private small and medium-sized enterprises across the country have encountered an unprecedented crisis of survival."

The part of Ali's listing is B2B business.

The market value of this business has plummeted, and the logic behind it is that small and medium-sized enterprises have encountered major difficulties.

Zhou Buqi said: "The financial crisis is inevitable, and now it is only the first sign. More serious challenges are yet to come."

Boss Ma nodded, "Yes, the most specific manifestations are the decline in output value, the decline in profits; the decrease in exports, and the shortage of funds. Bankruptcy, closure and turnaround are becoming more and more popular, and they are changing from individuals to groups, from signs to signs. become a trend. There is a big problem in the global economy.”

Zhou Buqi dismissed the tea artisan, made tea by himself, and said calmly: "In the final analysis, there is still a big problem in the export trade. If there is an order, even if it is a guarantee, even if it is a small loss, those small and medium-sized enterprises can grit their teeth and stick to it." .The problem now is that there are no orders at all.”

Boss Ma said: "Yes, the economy has problems. The first thing governments need to do is to protect their own enterprises. Reduce imports and expand local production to stabilize employment."

Zhou Buqi said: "So it's still the same sentence, there must be an independent and controllable overseas sales channel. If foreign sales channels are in the hands of foreigners, when economic problems occur, they must take care of the first own people."

Boss Ma understood what he meant, and glanced at Liu Qiangdong who was silent beside him, "Didn't you go to Japan to do e-commerce?"

Zhou Buqi sighed, "I'm in some trouble."

Boss Ma seemed to have expected it a long time ago, and said with a smile: "I told you a long time ago that this business is not easy to do, now I understand?"

Zhou Buqi said indifferently: "There is nothing to do. It is easy to make money. However, making money is not my goal. I want to build a large platform with sufficient shipments. It is easy to do, but it is difficult to make it big. The difficulty here."

Liu Qiangdong is not as strong as him, and said with a smile: "Now we have encountered some difficulties. We found that B2C business cannot meet our market positioning, and we still need to do C2C business. But JD.com has no such experience, and Taobao is the best in China. of."

Boss Ma raised his eyebrows, "Come to learn from me?"

Zhou Buqi said angrily: "It's not for learning scriptures, it's for money."

Boss Ma savored his words, narrowed his eyes, "You want me to take a share?"

Zhou Buqi said: "It's not you, it's Ali!"

Then, Liu Qiangdong coughed lightly, and explained to Boss Ma in detail the development plan and business-level strategic design of JD Japan.

Talked for ten minutes.

Boss Ma looked surprised, a little stunned, "The business shop is so big? How much will it cost?"

Zhou Buqi said in a deep voice: "No matter how much it costs, it must be done well! The current economic crisis is an opportunity to break through the Japanese market. In normal times, it is very difficult to go to Japan to build logistics by ourselves. Survival. But the economic crisis gave us an opportunity. Even the domestic economy has been hit so hard, and the impact on the Japanese market is only high."

Boss Ma took a deep breath, "That's the truth, but...it doesn't happen overnight, it can be done step by step."

Zhou Buqi said angrily: "You are outdated. The current Internet thinking is to use the shortest time to create the greatest brand awareness and cut through the mess quickly. And as I said, opportunities are rare. If you are slow, you will miss them. For example The entry of big brands. Under the economic crisis, many big brands will inevitably put down their dignity and open online stores. If we are slow, others will snatch them up. These big brands are the most important commodity resources.”

Boss Ma nodded.

This point, he is too experienced.

Now that Ali has established Taobao Mall, he also wants to take advantage of the current opportunity to win over big brand merchants to open stores.

Liu Qiangdong is an expert, so his angle of entry is very coincidental. "Recently there is news in the capital that the authorities will strengthen the supervision and management of e-commerce. Mr. Ma, have you heard?"

Boss Ma's expression became even uglier, "I heard."

Liu Qiangdong said: "Recently we are seeking opinions, and it is estimated that policy requirements will be issued soon. After the new regulations are introduced, Taobao stores will have to register with the Industrial and Commercial Bureau. This will inevitably increase the threshold for opening online stores, and a large number of Taobao stores will be affected by this. Shut up."

Boss Ma let out a long sigh, "Who said it wasn't! New regulations came out in the capital, and it won't be long before regulations are coming out all over the country, what a hassle!"

Only then did Zhou Buqi know that the old horse was still worrying about this matter.

No wonder he wasn't so down and out when he introduced Jiang Nanchun to himself a few days ago, but now he looks a little scrawny.

Liu Qiangdong said with a smile: "After Japan's e-commerce business is established, it will help Taobao. The prices in Japan are relatively high, and the price of online shopping is also high, with a lot of profits. Taobao can have new regulations and recommend some high-quality stores to open overseas. stores and sell their products to Japan. In this way, everyone’s enthusiasm for opening a store on Taobao will increase. It’s much easier to make money from foreigners than from your own people.”

Boss Ma's eyes lit up, and he felt that this idea was very good, "How to control fakes?"

Liu Qiangdong said: "It can't be point-to-point, it must be turned around by Jingdong warehouse. Jingdong is responsible for the review of products, and then uniformly sends them to the warehouse in Japan. It can adopt the Amazon store model."

Zhou Buqi laughed and said, "That's a good idea. The Japanese's brains are...a bit stiff, and they are very old-fashioned in e-commerce. Attract a group of high-quality domestic stores to open stores, teach the locals, and tell them the correct way to open an online store. Method. At that time, we can promote each other through competition, and the introverted ones will actively send us money to buy the traffic of the platform.”

...

This is the happiest day for Boss Ma since the recent period.

In the evening, he set up a table for a state banquet.

Invite Zhou Buqi and Liu Qiangdong to drink.

The cooperation intention has been reached.

Since you want to do it, then do a big wave!

If it is done, it will not only earn a lot of money and huge social prestige, but it will also be a good thing for the country and the people, and it can properly promote the development of domestic small and medium-sized enterprises.

After it is made in Japan, it can be made in South Korea, India, Southeast Asia, Europe and America in the future... It's exciting to think about it.

Amazon can do business all over the world.

Ali does not have this strength, and Ziweixing and Jingdong also have their own shortcomings.

But the three join forces to learn from each other's strengths, isn't that okay?

As long as the interests of the three parties can be balanced, don't create internal strife, and use Zhou Buqi to design a set of strategic development for JD Japan... At least the Japanese business is likely to start.

Of course, it is no longer called Jingdong Japan.

After Ali entered the field, he must change his name.

Zhou Buqi was very polite, saying that the new name does not need to have the elements of Ziweixing, and only the elements of Jingdong and Ali are enough. He also gave two suggestions, one is "Jingli" and the other is "Jingtao".

Boss Ma agreed to the name of "Jingtao" without thinking too much about it, and said that the global domain name was it, so it was decided.

The only small difference is the allocation of shares.

Previously, the equity structure of JD.com Japan was 51% for JD.com and 49% for Ziweixing.

After Ali enters the market, how will the equity be divided?

No matter how it is divided, Ali cannot be worse than Jingdong. This is a matter of principle. Ali's e-commerce is much stronger than JD.com. If he ran over to be JD.com's younger brother, Lao Ma would definitely not enter the arena, and would rather go to Japan to cooperate with Softbank.

Liu Qiangdong has long been psychologically prepared for this and expressed his willingness to give up his shares in a large scale.

All three are well-established businessmen.

We all know that a healthy company with multiple partners should not be too even in its shareholding structure. If the shares of the three companies are all about 30%, and everyone has the same right to speak, then it will be troublesome, and there will be big problems.

Once there is a disagreement, who will listen to?

If it's 2 to 1, it's okay to say.

What if the opinions of the three parties are not unified? If they fight on their own, isn't it a mess? Therefore, there must be a "talker" who has the absolute right to speak.

Startups are not afraid to make mistakes.

Wrong, just change it.

I'm afraid there is no decision!

The three parties have disagreements, and once there is no final decision, the company's business will stagnate, one step at a time, one step at a time, and opportunities will be missed, and it will be gradually eliminated by the market...

There must be a leader. Even if the leader makes a wrong decision, the other two parties must insist on keeping up. Opinions can be reserved, but they must be resolutely implemented.

A wrong decision is better than no decision.

Zhou Buqi, Boss Ma, and Liu Qiangdong all have such ideological awareness.

So, who should be the speakers of these three parties?

JD.com certainly refused to accept Ali. JD.com took the lead in entering the market and established JD.com Japan. Let them give up the top position to the newcomer, it is not balanced.

Ali is definitely not convinced by JD.com. Ali is much bigger than JD.com, with more experience and more models. Behind him is Softbank’s relationship with the local snake, and he is strong in everything.

what to do?

The opinions of the two parties are very unified.

Zhou Buqi is at the helm of this joint venture company!

Zhou Buqi is the talker.