Chapter 1255 Just Do Yi Ke (4k)
Talking about the consumption upgrade of e-commerce because of Alibaba's announcement of delisting, this is Su Wei's convenient foresight in preparing for competition.
However, she didn't expect Alibaba to have no response.
After waiting for two days, Su Wei could only sigh and clap her hands: "I'm still not famous enough. You have to come forward to make people willing to take the bait."
"What does it have to do with status? Lao Ma suffered a loss. Sun Tongyu and Wei Zhe are both in Mi Tuan. What bait can he take?" Fang Zhuo smiled and said, "If you report my name, maybe people will be more vigilant."
Su Wei shook her head: "I was thinking of using your name to endorse it."
Fang Zhuo hesitated to speak. The role of the name also depends on the occasion. Although there is an objective evaluation in the Alipay incident, the turmoil of the Ali Iron Army is still very hurtful.
Speaking of which, it seems that there is not even a blessing text message for the New Year this year.
Fang Zhuo shook his head and said with a smile: "At the end of the month, I will ask you in person to see if Alibaba's internal consumption upgrade has been taken seriously."
"The meeting at the end of the month is over. Are you going to New York next month?" Su Wei asked.
At the end of the month, there will be a high-level business conference jointly held by multiple departments. The theme is "Economic New Era". Many domestic business leaders have been invited. The meeting will be held in Shanghai, and it is still the former World Expo Performing Arts Center named after Yike - Yike Center.
Fang Zhuo received the invitation before the New Year and confirmed it recently.
He nodded and replied: "Marco in Florida is serious. He has made a motion. I will visit Nvidia and other companies in the industry in the United States this time. Generally speaking, they are more willing to trade freely."
Bingxin has been lobbied in the United States by the German vice president, trying to eliminate the public opinion that has been stirred up, but Marco and his ilk have already set their sights on Bingxin.
Fang Zhuo wants to discuss the future of the industry with friends in the industry in a broad sense.
"This year is a challenging year." Su Wei sighed, knowing that this year will be more critical, and they are already mediating in various ways.
Fang Zhuo hopes that Bingxin can get through this year without any danger. If not, a mild restriction can be imposed due to the situation, so that all parties can deal with it.
Meilijian's friends and team have already made appointments in advance to raise voices from Meilijian's local semiconductor industry.
In terms of wafer foundry alone, Bingxin and Meilijian are not actually competing much. Instead, they have many long-term customers. From their perspective, Bingxin, which has a more advantageous price, can provide greater profit margins.
Fang Zhuo is preparing for a lobbying trip and is also waiting for the development evaluation deadline mentioned by Dr. Liang.
However, before meeting Ma Dian at the end of the month, Alibaba has heard something that makes him laugh and cry - just do Yike.
It is said that it was an instruction from Ma Dian himself.
The problem is, this word is a bit familiar.
Fang Zhuo laughed for a long time in the office when he heard the rumor.
There is indeed direct competition between the Alibaba Group and the Yike Group, especially Tmall Mall and Yiguo, which are even more rivals, and there are also overlaps or agent competition in a wide range of businesses.
That is, this slogan has been cited somewhat...
Soon, it was not "some", but "a lot".
On March 14, Alibaba, which announced its delisting from Hong Kong, established the "Taotian Alliance" and built a logistics alliance framework, bringing together express delivery companies such as ZTO, YTO, Yunda, SF Express, and China Post, aiming to improve express delivery services for users.
On the day when the Taotian Alliance was established, major logistics companies came to support it, and it felt like a celebration.
"We don't do express delivery, we only do platforms. We want to better connect express delivery with customers at both ends and work together to improve the service quality of domestic e-commerce logistics."
Tmall President Zhang Yong attended the founding conference and announced the goal passionately.
Delisting will not delay the actions of giants. Obviously, Alibaba is going to do it for real. This year, Tmall will focus on Yiguo, which undoubtedly sets the stage for the 618 event three months later.
Therefore, the rumor of "just do Yike" has been circulated on a wider scale.
Perhaps March is an eventful month. Just as Alibaba started to achieve its strategic goal, another competitor of Yiguo also stood up.
Suning Group announced that its goal this year is to be the second in the field of online home appliances and quickly close the gap with the first place, and online Suning will start a carnival in April.
Zhang Jindong, the head of the group, accepted an interview with the media and said with a smile: "E-commerce is developing too fast. It is not that we want to attack Yiguo, but the expansion of Yiguo forces us to survive. Didn't Mr. Ma say it? Just do Yike. We, Suning, are on the way. We can't say that we just do Yike, but we can only say that we should also do Yike."
He made a joke. Although Yiguo has been listed, everyone is still used to seeing Yiguo as a part of the Yike system.
April, Suning, carnival.
Gome's development momentum has been hindered in the past two years because of the accident of its own chairman. Suning has consolidated its market position as the number one home appliance chain in China.
However, offline home appliance chains are increasingly squeezed by online e-commerce.
Not only is Yiguo expanding, but now Taobao's Tmall Mall has also become an independent brand, and it seems to be trying to make efforts in this market. So, what should Suning do?
Suning can only keep up.
In terms of size, Suning, the first home appliance chain, is strong and far from being weak as Zhang Jindong said. Its annual revenue last year was 93.8 billion, and the total number of stores exceeded 1,600.
Suning's online business was established relatively early, but it has never made much progress. Now, it is coming with a high-profile attitude of a physical giant to develop online...
For a time, Tesco was under attack from both sides.
On March 21, Su Wei and Fang Zhuo talked about the emerging competitive situation.
Fang Zhuo's attitude was relaxed: "You are the president of Yigou. This is just for Yigou. What does it have to do with our Yike."
"I don't think Yike can be alone." Su Wei was a little helpless, but Yigou is indeed the number one B2C company in China, so it's not surprising that it became a target.
No, it was also a bit unexpected.
Tmall can predict its actions, and Suning jumped out at this time. I wonder how much resources can be invested from offline to online.
Su Wei wasn't quite sure what Suning was going to do, so her eyes needed to be on April's movements.
The "New Economic Era" meeting is on Saturday the 30th.
Just the day before the meeting, Yike really had no choice but to receive gifts from competitors. Baidu signed contracts with several mobile phone companies such as OPPO and will become the default engine built into their mobile phones.
This is something Yike YMS had discussed with Baidu but failed to do so. As the influence of the mobile market share emerged, Baidu finally couldn't sit still and found a mobile phone brand that was not in the YMS camp.
Fang Zhuo had dinner with Su Wei that day. Talking about this incident, he said: "It really feels like a storm is about to come. When we fucked penguins before, we didn't attack them in groups."
"Isn't it better to kill the penguin alone?" Su Wei said with a smile, "Feng Shui has changed, have you realized the feeling of the penguin back then? Fang Wulong."
Now and then, the dragon slayer eventually becomes the evil dragon.
The rapid growth of the company's size has naturally spread its tentacles to different business areas.
However, Fang Zhuo felt that he was okay. The ones that jumped out were more important. The competition between them was not new, but something that had existed or existed in the past.
On March 30, Shanghai Yike Center held a China Business Conference with the theme of "New Economic Era". Many giants and heads of major companies attended.
Well-informed people have long known the guests at this meeting, and have also noticed that this is a rare event in recent years to see the heads of the four giants on the same stage.
The heads of YBAT have arrived.
With the development of the mobile Internet, these four companies have more or less competitive relationships, especially the feud between Yike and Penguin, which is not only famous in the industry.
Therefore, Fang Zhuo and Ma Huateng have not appeared together in public for a long time.
Of course, Fang Zhuo did not deliberately avoid meeting Pony. He was more busy with his affairs, and his focus recently had been on the ice core.
However, when the two met at the "Yike Center", there was not the sparks flying that many people expected. Instead, they just nodded calmly and regarded it as meeting.
On the contrary, Fang Zhuo and Ma Yan were photographed in many pictures chatting.
"Mr. Ma, what's the matter? Why do you mean 'just do Yike'?" Fang Zhuo directly verified the authenticity of the rumors when they met.
"You Yike want to create a monopoly, who will do it if you don't do it?" Ma Ren admitted directly and said with some pride, "If you ask me, not only do it, but also do it in a big way. You see, it's all Come out and fuck you, this makes me happy."
Fang Zhuo spread his hands: "It's not that serious. If you have to say that you are dissatisfied with me, I could understand it a few years ago. I have been very gentle in the past two years."
Ma Ren asked: "When you say 'moderate', do you mean forcing Wei Zhe to behead, inviting Sun Tongyu, forcibly acquiring Morningstar Semiconductor, and boiling Amap in warm water?"
"Now you're forcing Wei Zhe to leave because of me?" Fang Zhuo frowned, "Then Sun Tongyu came to Mi Tuan, not to Yike."
Ma Yan squinted: "You patted your conscience, and you said you didn't facilitate this behind my back."
Fang Zhuo patted Ma Ren on the shoulder: "You are boring now."
"You are the only one who is interesting. I think this time is very interesting." Ma Ren said with a smile.
Fang Zhuo was a little resentful, but he still hadn't forgotten what he promised Weiwei before, and said, "Your Taotian alliance is pretty good. How did you get so many express delivery companies together?"
"It's simple. Zhang Yong went to visit his family. When he arrived, he said, 'Sooner or later, Tesco Logistics will have to accept orders from outside Tesco.' In this way, 50% of the companies agreed." Ma Chen replied, "The remaining 50% of the companies agreed." When we became a company, Zhang Yong said, ‘Think about Mr. Fang’s character’, and they all agreed.”
Fang Zhuo: "..."
He nodded repeatedly: "Okay, okay, you can make a joke, right?"
"Mr. Fang, this is not a joke." Ma Ren smiled instead, "This is not a joke, but it seems funnier."
Fang Zhuo was silent for a few seconds, ignored the joke, and said: "When you launch Tmall this year, you really want to upgrade your consumption internally. It will be completely comparable to Tesco, right?"
Ma Ren accurately grasped the key points of his words, shook his head and said: "No hurry, let's beat the drum first, Suning is more anxious than us, Zhang Jindong said it well, they have to survive, they have to fight with you, Hey, we're not in a hurry."
Fang Zhuo glanced at Ma Yan and saw that the strategy was quite stable.
He shook his head: "Zhang Jindong is too exaggerated. Come on, you guys are slashing left and right. Let's see if we can catch it."
"The iron hand takes over the sword." Ma Chen used martial arts vocabulary to describe the current situation. Just do Yike and do Yike. However, there is no doubt that Yike is strong. However, its strength does not mean that every piece of it is strong. .
Fang Zhuo chatted a few more words, followed the leader's arrival, said hello a few times, and sat down in the front row.
The protagonists of today's meeting are business bigwigs. In addition to YBAT, new business figures in recent years are also present, including the head of the fifth giant Su Wei, the president of Youku Tudou after the merger Gu Yongqiang, the head of OPPO Chen Mingyong, etc.
At the beginning of the meeting, it was these people who have shined in recent years who came on stage to chat.
However, Fang Zhuo didn't expect that this was not over yet. Gu Yongqiang of Youku Tudou also mentioned Yike on stage and claimed that he would regard Yike as an important competitor.
"We have to work with Yike, so that it will have gold content." Gu Yongqiang obviously knew the buzzwords of this month and joined the ranks of "just work with Yike".
Yike has a video business. Last year, it acquired PPS and first changed its name to Yike Video, and this year it was changed to Yishi.
This area is not taken seriously by Fang Zhuo, who only included it in the YMS ecosystem responsible for Qi He, but this is obviously regarded as a move by the giant that deserves serious attention in the industry.
When Baidu's Robin Li came on stage, when he smiled and mentioned the topic of competing with Yike, the conference site was filled with laughter and discussion. It seemed that today was not a "new economic era" but a "Let's do Yike" theme meeting.
"Hey, Mr. Chen, you can also talk about Yike when you go on stage later."
OPPO President Chen Mingyong heard the instigation of the people next to him.
He shook his head: "No, I won't say it."
"You and Yike are in big competition." The person next to him laughed.
"Yes, Yike's core business is mobile phones, but if I go up and say it, Mr. Fang will kill us." Chen Mingyong said calmly, "We should keep a low profile and not follow this trend."
You can do it if you want, you may not die, but if I do this now, I'm afraid I will be the first to be sacrificed by Yike.
At most, I will help shout in my heart, let's do Yike!