Become the richest man in the world starting from the rebirth of college entrance examination
Chapter 496 The Only Solution
Yao Kuan had just finished speaking with a smug look on his face when Liu Qiangdong almost got up and left.
Because he had realized that there was no need to talk further.
When we met today, there was something wrong with Yao Kuan's mentality. This is definitely not a normal attitude with cooperative intentions. He is improving himself bit by bit and putting pressure on himself, and he must have some ulterior motive.
Besides, Liu Qiangdong was also shocked. He had learned about the domestic express delivery industry. At present, the express delivery industry has just started in China. Most of the people's letters and logistics are solved through the post office. The post office's ordinary mail and registered mail account for more than 80% of the country's letters. In addition, the post office also has the EMS express service, so overall, the market for private express delivery is not large.
In fact, although China's logistics industry will be a deformed product of overdevelopment in the future, without e-commerce, the demand for logistics from 1.4 billion people will not be enough to give birth to so many logistics and express delivery companies. At present, without the support of e-commerce, no matter how powerful private express delivery is, it is just eating the leftovers of the downstream postal service.
There are only four relatively good private express delivery companies in China now. ZTO Express is the undisputed leader in terms of fame and scale, followed by STO Express, YTO Express and SF Express. SF Express is more famous in the south and has not yet entered the national business. It is in the stage of accumulating strength and then making a breakthrough. The remaining three companies have now become one, which makes Liu Qiangdong very worried.
Combined with the information released by Yao Kuan, Liu Qiangdong suddenly felt that Taobao seemed to be plotted against, but he couldn't figure out why it was ZTO Express that plotted against Taobao.
Liu Qiangdong tentatively said to Yao Kuan: "Mr. Yao has now integrated STO and YTO, and the transportation capacity has been greatly improved. It is most appropriate to cooperate with Taobao. We will soon usher in a peak in online sales. If we cooperate, it will definitely be a win-win situation."
Liu Qiandong immediately changed his tack. He no longer mentioned acquisition or merger, but talked about cooperation, in order to test Yao Kuan's attitude.
Yao Kuan smiled mysteriously, "Mr. Liu, we will focus on integrating the resources of the three companies in the future, so we won't be able to cooperate with your company."
Although Liu Qiangdong was surprised, he thought it was normal. He also thought that Yao Kuan would refuse.
Liu Qiangdong immediately changed his tactics, "Since Mr. Yao is interested in the merger, why don't you tell me what you think?"
Yao Kuan looked at Liu Qiangdong with that weird look again, smiled mysteriously and said, "Boss Liu, if we really want to talk about mergers and acquisitions, then it won't be me talking to you, it will be the CEO of my parent company who will talk to you."
"Parent company?" Liu Qiangdong felt his head buzzing. Wasn't ZTO Express owned by Yao Kuan? I hadn't heard who acquired it, so how could there be a parent company? And this Yao Kuan was really ridiculous, speaking mysteriously and only telling half of the story.
Yao Kuan felt that he had laid the groundwork for the deal, so he finally spoke frankly, smiling and saying to Liu Qiangdong, "ZTO Express has accepted the merger of Hangzhou Alibaba and is a wholly-owned subsidiary of Alibaba. The same is true for STO and YTO. If Mr. Liu wants to discuss cooperation, I can help you arrange for Mr. Ma to talk to you."
Ali! That's it!
Liu Qiangdong's heart skipped a beat, and all his doubts and confusions were suddenly cleared up.
It turned out that it was Alibaba that was behind the scenes. Alibaba's boss Ma had always wanted to meet Zhou Hao and seemed to be very interested in Taobao, but Zhou Hao had been dragging his feet and did not meet him. Unexpectedly, they had already taken over these express companies.
At present, Alibaba is larger than Taobao and has a valuation of at least several hundred million US dollars. However, it is still far behind Haobo Technology. However, Liu Qiangdong has studied the capital behind Alibaba, and most of it is overseas VC investment banks, such as Goldman Sachs, Softbank, and Huiya Investment... These big investment banks are very optimistic about Mr. Ma and support him very much. Therefore, as long as Boss Ma is willing to raise funds, he will definitely not be short of money. At present, express delivery companies are not worth much, and it is definitely a very smart move for Boss Ma to first acquire express delivery companies to layout the end of e-commerce.
Since everything was done by Boss Ma behind the scenes, Liu Qiangdong also understood that there was no point in continuing the conversation with Yao. This was no longer something that Yao Kuan could decide, nor was it something that he could decide. Boss Ma had come with ill intentions and was going to directly wrestle Zhou Hao.
Liu Qiangdong and Yao Kuan exchanged a few pleasantries and then found an excuse to leave. When leaving, Yao Kuan reminded him, "If you have any ideas for mergers and acquisitions, Mr. Liu can contact Mr. Ma directly."
Liu Qiangdong was quite annoyed by Yao Kuan's superior and masterful manner, but he still nodded politely and said, "Be sure to contact Mr. Ma if you need anything."
After that, he strode away.
After leaving ZTO Express, Liu Qiangdong immediately called Zhou Hao and explained the situation to him.
It's not good, very not good. Liu Qiandong was pretending to be calm just now, but he was actually panicking. If Boss Ma took over the few express delivery resources and used this to threaten Taobao, then Taobao's future development would be blocked. If the other party only surrounded and blocked and did not actively attack, Taobao could still find a way to break through. The fear is that Boss Ma would not only surrounded and blocked, but also launch a frontal attack. If he used the terminal resources to do C2C like Taobao, then Taobao would be in trouble!
Boss Ma has a natural advantage in doing C2C. His Alibaba has been running for many years, with a large number of small and medium-sized enterprises on it. After so many years of doing B2B, Boss Ma has accumulated very rich resources. He also controls a large number of upstream resources of e-commerce, and express logistics belongs to the downstream resources of e-commerce. Now he has all of them. If the blackmail fails, he may use the upstream and downstream resources to build his own e-commerce platform. He has both upstream and downstream, so it is natural for him to do midstream. Taobao now has upstream and midstream, but it will be difficult to develop sustainably if the downstream is not smooth.
Zhou Hao was also shocked when he heard the news on the phone. He had never expected that Boss Ma would act so decisively. He wanted to keep him under control for a while before meeting him again. He didn't expect that he could suppress his restless heart while he could schedule the meeting. In such a short time, he had already gained control of the downstream resources that could threaten him.
He always felt that it was too early to plan to build his own logistics and it would also be very expensive. He had experienced the golden decade of development of the express delivery industry. To be honest, if he was asked to acquire ZTO Express in the beginning, he might not have looked up to it. He really wanted to have his own SF Express or even his own Debang Express, so he delayed the launch of logistics construction and wanted to start next year. He didn't expect that his hesitation would be caught by Boss Ma's weakness.
While Zhou Hao was annoyed, he also had the same concerns as Liu Qiangdong. He knew Boss Ma's obsession with C2C, and was worried that Boss Ma would strangle him and threaten him to make concessions. He was also worried that Boss Ma would do it on his own. E-commerce is different from portals. Traffic is not the most important thing. Even if he completely blocked Boss Ma's e-commerce platform, he would be able to find a way to break through. Moreover, he has upstream and downstream resources, and his development speed will not be slower than his own.
Express delivery, the last link of e-commerce, may seem unimportant, but it is actually very important. If Taobao cannot find a way out and can only use the postal service to digest the goods, it will inevitably affect the buyer experience. If the same online shopping takes a week to arrive on Taobao, but only three days on Ma's platform, it won't take long for Taobao's buyers to run away, even if they still have PP in their hands. Otherwise, why couldn't Tencent do e-commerce in the past life? QQ is not omnipotent, and PP is the same.
Zhou Hao asked Liu Qiangdong to come back first, and after hanging up the phone, he began to think about the current situation. ZTO Express, STO Express and YTO Express are almost the only ones that can come up with something in the private express delivery industry. Apart from these three, there is only SF Express left. Zhou Hao searched the Internet for news about SF Express. SF Express is almost not well-known now, but it has gained a great reputation and market share in the Pearl River Delta and Hong Kong and Macao. SF Express is best at short-distance express delivery, and medium and long-distance express delivery has not yet been developed.
However, Zhou Hao of SF Express basically did not consider it. On the one hand, SF Express had not yet started its nationwide layout, and cooperating with SF Express would not be able to quench thirst with distant water. On the other hand, Wang Wei was also a powerful figure in the business world, and he might not agree even if he took over SF Express. With the current development speed of Taobao, the logistics might not be able to keep up in less than half a year.
From the long-term perspective of e-commerce, logistics companies are destined to flourish, and Boss Ma's blockade will not last too long. However, both Zhou Hao and private capital need time to set up logistics. The fear is that Taobao cannot wait for the logistics industry to flourish, and the even greater fear is that Boss Ma himself will do e-commerce.
Fortunately, we still have the support of the state-owned post office. No matter how powerful Boss Ma is or how strong his capital is, he cannot acquire the post office. Now we can only develop the resources of the post office as much as possible and then immediately start to find a solution.
In fact, Zhou Hao already has the answer. In this case, there is only one real solution: do your own logistics, and if you are going to do it, make it the best logistics in the country!
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