Rebirth in a Perfect Era Chapter 581: A grand blueprint for logistics
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After Liu Qiangdong came back, Li Mu immediately dragged him into the office for intense discussion and analysis.
For today ’s encounter, Liu Qiangdong was so angry that in the end it was actually calculated by Boss Ma. He had already calculated that Taobao would find a breakthrough in the logistics link, so he had already placed this chess piece waiting for himself.
However, he became angry. His professional qualities were indeed not covered. As soon as he came back, he discussed with Li Mu and talked about his analysis of the current situation with Li Mu system.
Liu Qiangdong is very accurate in looking at the current situation. Like Li Mu, he is not worried about Ali taking logistics to choke the neck of Taobao network, but worrying about Ali using logistics to drag the speed of Taobao network development, and then develop C2C electronics by himself Business is like a tire punctured by an opponent on race track. The comprehensive strength and technical indicators of the although opponent's car are far inferior to you, but by the time you change the tire, he has already surpassed you.
The two exchanged opinions and found that each other's views were similar. Liu Qiangdong self-examined and said: "This is my fault and I did not pay attention to Ali's actions."
Li Mu nodded: "If you say that you are in default, you must have a certain responsibility, and the problem is not comprehensive enough, and you have not paid attention to the trends of the end industry. It ’s not just you, I also have a responsibility. If I agree with you from Construction logistics earlier , Maybe we received ZJS Express and STO Express, YTO Express first, but we are not Ali, but now that these can only remind us to pay attention in the future, can not solve the problems at hand, so we still have to think about how to get through the current difficulties, How to solve problems once and for all. "
Liu Qiangdong asked Li Mu: "Do you think it is feasible to collect SF Express now? SF Express has a relatively neat network in the developed regions in the south. If we win SF Express, we will buy a few large logistics fleets from the north. , Should still be able to solve some problems. "
Li Mu said: "Alibaba cannot didn't expect SF Express, but they did not take down SF Express, I think it should be the reason why SF Express does not buy it."
"Really?" Liu Qiangdong asked a question, then thought for a while, said: "I probably understand the situation of SF Express, boss Wang Wei is a very thoughtful person, most of the outlets before SF Express are joined, Now he is busy going back to recycling, he wants to do all direct sales, it is estimated to be a very ambitious person. "
Li Mu nodded: "Ambitionists will not be willing to be acquired."
Liu Qiangdong asks: "What about M & A?"
Li Mu smiled slightly and was not sure about Liu Qiangdong ’s question, just said with a laugh: "Do n’t forget, I am also an ambitionist."
Liu Qiangdong immediately understood.
Li Mu is also an ambitionist, letting him sacrifice equity to merge with other companies, he is definitely more exclusive. For Li Mu, problems that can be solved with money should use as few shares as possible, otherwise his Muye Science and Technology will not be delayed. Make a third round of financing or make a listing plan.
At this time, Li Mu also said: "Actually, if you think about it, even if we are going to merge and acquire SF Express, at the current valuation of the Taobao network, what will we take to merge? We have just been established for a few months, although is in a good situation, but The profit model has not been clearly defined. The capital market will not give us too high a valuation. SF Express is now fighting for power internally. Wang Wei will soon succeed. Once he achieves his goal, the valuation of SF Express should not be lower than ZJS Express. We will buy him Taobao shares, will he be happy? "
Liu Qiangdong nodded gently, Taobao valuation is really not much, if you want to merge SF Express, it is impossible to initiate with Taobao, it is possible to initiate with Muye Science and Technology, but Li Mu will definitely not be happy, Muye Science and Technology is now equivalent to already accumulated The rocket full of fuel, Li Mu is desperately pressed to let it take off, let Li Mu take Muye Science and Technology to acquire SF Express, he will definitely not be happy.
Li Mu understands Wang Wei ’s situation. At this time, the probability of wanting to collect him is extremely low, and Wang Wei also has the e-Commerce gene in his bones. He refused to meet with Boss Ma several times. The reason for first-year university student is also that he has been determined to do it himself. The idea of e-Commerce, so he is not prepared to have any level of cooperation with Ali. However, when SF Express started to do e-Commerce, the e-Commerce industry was already very mature. Wang Wei failed to highlight the confusing, gigantic line of electronics Business field, but if Now he activates the gene for e-Commerce, maybe he will get him ahead of time.
Moreover, since Boss Ma failed to receive SF Express, what did he plan for himself? If he is rich, he will not make a profit, so he cannot block the Taobao network with the Boss Ma, so that he will not get any benefits, so he should not participate in the war between himself and Boss Ma, but take advantage of the fisherman. No matter who fights who wins, whoever wins, always have to ship, SF Express do n’t intervene, make a fortune that's alright.
Li Mu said his thoughts, and Liu Qiangdong agreed.
Then, Li Mu took out the cigarette, threw it to Liu Qiangdong, ignited one by himself, and took a gulp before saying, "I think we should first think about it, not whether we want to buy SF Express, or how to do it ourselves. Logistics, but first understand how much time we have. "
As I said, Li Mu stood up, walked to the whiteboard, and pointed to the simple sketch map of the six cities that he had drawn before, saying: "Look, we just solved the Mango-ME centralized delivery by decentralized delivery. Problem, we can use this model in cooperation with all brand manufacturers in the future, let them disperse the inventory to us, we will take delivery for them, this part should not be difficult, six cities are not enough, then we will be dispersed to All provincial capital cities can always solve this part of the problem.
I am currently most concerned about the small and medium-sized sellers of Taobao, they are all over the country, and they are low-cost or zero-cost operations themselves, we ca n’t let them deliver the goods to us in advance for decentralized delivery, because As a result, they also have to operate with heavy assets, which is contrary to the original intention of the Taobao network, so their sales need to find a courier company to cooperate with offline.
If small and medium sellers can only choose post, as the demand of this part soars, the postal EMS capacity will gradually saturate, the transportation efficiency will be low, and the entire transaction cycle and capital turnover efficiency will be greatly lengthened by express delivery. If Ali does the same thing at this time, and the logistics efficiency of Ali sellers is faster, the entire transaction process and efficiency are much higher than ours, in this way, no matter users and sellers will give up Taobao.
So, the question now is simple, how long is it until the EMS is saturated? We must first figure out how long this time is, and then find a solution according to the specific time. "
Liu Qiangdong thought about it carefully and said: "If it does not affect our own development speed of the Taobao network, I think the capacity of EMS will be saturated for up to six months, especially in the southern Pearl River Delta and Jiangsu and Zhejiang areas, because the current data shows that Most of our sellers are concentrated in that area. "
Li Mu nodded: "Well, if the situation can barely support the first half of the year, then we should not mess up now. We are now starting to formulate a half-year plan to solve the problem after half a year, and there is no other solution right now. The only solution is from Construction logistics, so let ’s start the discussion directly from Construction logistics. Logistics needs to be done. How can we do it after half a year? ”
Liu Qiangdong said: "If we start to build our own logistics system now, I am afraid that the climate will not be achieved in half a year. As you said, logistics is a heavy asset project, and there is no way to develop it quickly. You need a car. Buy one, buy one by one, and open one by one, and half a year is too short. "
Li Mu said: "It is very short, but it is not impossible."
So, Li Mu cleared his throat and said seriously and seriously: "We immediately set up our own logistics company, you vote 10%, I vote 90%, start by casting 80 million to 100 million, if brother you It does n’t matter if you do n’t have money, I ’ll put it in for you first. ”
Liu Qiangdong nodded. Such a heavy capital is not enough for itself. Li Mu is willing to put it on its own. It is already very particular.
Li Mu said at this time: "Independently registered companies will have more flexibility in the future. If we want to acquire SF Express in the future, we can directly talk to Wang Wei about the equity of the logistics company. There is no need to touch the equity of Taobao."
Liu Qiangdong sees Li Mu so confidently, even the future acquisition of SF Express with the new shell of the logistics company has been thought of, when even nodded, said: "Then say what you say."
Li Mu started the brain, and then said: "I will give you a few points first, and you will interrupt me if you have any objections."
"First, start registering a logistics company and start digging people. ZJS Express, STO Express, YTO Express although were acquired, but all their employees are alive except fixed assets, and they try their best to dig up their executives, the most Fortunately, digging one can dig up a team and a district resource. In this case, we only need to invest money to buy a car and build an outlet to quickly build a district network. Do n’t forget SF Express, now The war is imminent, I can dig over all that can be dug, start a little harder;
Second, strengthen cooperation with Post, strive to become a strategic partner of Post, and squeeze postal capacity to the extreme;
Third, the Construction logistics base, a logistics base integrating warehousing, sorting, packaging, and loading functions, will be considered comprehensively based on the convenience of aviation, railway, and land transportation. The first stage will be nationwide Five to eight logistics bases are planned to be built internally. These logistics bases must realize airline transportation. Our future development core of express delivery depends on aviation;
Fourth, immediately find a relationship, first get the belly warehouse resources of major airlines of major airlines, this resource is the top priority of our counterattack in the future;
Fifth, find a bank relationship to get a loan. All the fixed assets of the future logistics company will be mortgaged to the bank. Take the highest leverage possible to maximize the flow of funds and hardware expansion;
Sixth, find Fang Xudong, let him pick someone from Muye Science and Technology, integrate the mature hardware on the market, develop a complete set of logistics internal management system for me, and open the external query port, our courier company should realize Full information operation, express delivery starts from receipt, every logistics node in the middle must be entered into system and users can track and query in real time, I want to make a set of information system of the most awesome in the logistics industry and even all domestic industries! "
After listening to these six points in Liu Qiangdong, a magnificent blueprint for logistics has come to mind.
Li Mu saw that he did not raise any objections, and said, "Are n’t they taking other courier companies? Okay, we ’re not interested in those hard-to-use and inexhaustible second-hand hard assets. We only care about their soft assets. I ’m interested, so we do n’t buy any logistics companies at the moment. We are digging their people and resources desperately, and we must dig to death! Even if they dig all their frames, do n’t be soft! Then quickly build A basic framework, and then integrate the logistics base, air cargo resources, and information management system, in this way, our future logistics model will be very clear. "
Li Mu became more and more excited, drawing on the whiteboard and saying, "The entire third staircase of China is the most economically developed region, and it is also our top priority in the future. Look at the map, the entire third staircase The north-south span is only 3,000 kilometers, and the east-west span is at most a thousand kilometers. According to the current speed of land transportation, if we prepare four logistics bases in this large area, basically the maximum diameter of each coverage area will not exceed eight. Hundred kilometers, assuming that we take the middle point to build, then the area covered by each logistics base will not exceed the straight line distance of 400 kilometers at the farthest. In this way, it can guarantee the coverage area, no matter from which point, the car transportation is used. , The time to the logistics base will not exceed eight hours, or even shorter, and vice versa. "
"We hand over the point-to-point transportation of the logistics base to the automobile, and the point-to-point transportation between the logistics base and the logistics base to aviation. Think about it. In the third step of the entire China, any city The flight time to another city will not exceed four hours, what does this mean, this means that the maximum length of our express shipment in the future is only 8 + 4 + 8, which is twenty hours, and then count How can the problem of waiting, sorting, packing, processing, etc. in the middle and middle, solve the problem in 40 hours? If you count the end delivery, you can basically solve it in 48 hours. "
Speaking of which, Li Mu's has been swept away, even with a little bit of excitement, continue to say: "For example, the logistics base of Guangdong Province is near the Yangcheng Airport, covering the entire Guangdong Province, Guangdong Province The express shipments received by any city until 6 o'clock in the afternoon must be delivered to the Yangcheng logistics base before 2 o'clock in the morning, and then sorted before dawn. All the express shipments sent to each logistics base are packaged and headed to Hebei Province A courier from a certain city will be prepared to take the earliest flight from Yangcheng to Yanjing that day, and will be loaded into the belly warehouse of the flight to Yanjing;
At around 9 am, when the plane was at Yanjing landing, when the passengers on the plane had not completely disembarked, our packaged goods had been taken out of the cargo hold and sent to a nearby logistics base for unpacking and sorting. Among them, All Yanjing local express shipments must be loaded and delivered to the urban area before 12 noon, and express shipments in other surrounding cities must also depart at 12 noon. You can reach any city covered by the Yanjing base before 8 pm. In the future, a considerable number of express shipments between mainline cities can be delivered by air the next day, and express shipments around the mainline can also be delivered every other day. If we can achieve this timeliness, we can not only solve all the problems at the moment, but also create a logistics New Era! "
(To be continued.)