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Ali Su Ning why marriage: read Ma and Zhang Jindong’s winding
Source:Time:2015-08-12

Nanjing today attracts the eyes of the business in the whole of China, Baidu, Robin Li, Wang Jianlin, Wanda, Suning Zhang Jindong, three of today's Chinese business leaders jointly participate in retail + summit, rumors of the three companies to "Su million. But in the afternoon Qifeng protrusions, Alibaba and Su Ning jointly announced: Ali will invest about 280 billion yuan Su ningyun participation of non public offering, the percentage of issued after the total share capital of 19.99%, becoming the second largest shareholder of Su ningyun. Suning will be 14000000000 yuan to subscribe for not more than 27800000 shares of Ali's new issue shares.

In the occasion of the new rival Liu Qiangdong, Ma and Zhang Jindong bury the hatchet, came together. But the reasons for the marriage of the two sides, apparently as Ma Yun said, is not to give competitors tim. Zhang Jindong, Suning and Ali have come to the crossroads of Internet +, or conflict each other, either the circulation for each other, the two sides two months ago began to contact, he and Ma saw the two, "the heart has cleverness. Great minds think alike" negotiated a cooperation.

Ma Yun said that the traditional industry and Internet Co are very difficult to live, as well together. Internet Co opportunity, the future must be online, we must combine the virtual and real.

"Su million" still holds, but Ali and Suning the first chapel. Su Ning chose Ali, the intention of what in?

First come and see what you want to do. Zhang Jindong in the speech in the morning to elaborate on the Internet retail highway in the end is what? As the first to propose the full transition to the Internet line retail enterprises, over the years Suning in physical stores, electronic business (Suning Tesco), logistics and financial aspects of the Internet for the overall layout, when after the completion of the layout, a is to choose which sector as a whole strategic breakthrough and shock. From the morning of the speech, the answer has been very obvious.

用物流做入口

Logistics to do the entrance

In this forum, there will be a cloud logistics, domestic logistics companies are invited to the scene, the important role of the logistics sector in the whole Su Ning system

Zhang Jindong expressed the most critical of the two, one is: whether it is pure online electricity supplier, or online and offline integration of O2O retail, the product is required to quickly and safely delivered to the user's hands. This is a retreat from the point of view of the logistics of the importance, this sentence even if Ma listened to, also won't have what opinion, if you do not see the pain point, Ma Yun is not to do the rookie.

There are second: from the more than ten years, we have invested a lot of resources in the logistics field, and now has built the logistics warehousing and related supporting a total area of 4520000 square meters, forming a 12 automatic sorting centers, 60 regional logistics centers, 300 urban centers, as well as 5000 community distribution network system.

These data a lot of contact with Suning people are familiar with, in the past, these are basic facilities, but in the Su Ning of the transformation of the Internet, these assets can give new meaning to the. Zhang Jindong is in fact to the public light cards. In particular, to Ma Yunliang's.

Also understand that a little, Suning's logistics network, is a realistic version of the rookie". Ma you not to do the rookie, not eight or ten years to build you said Skynet network web site, but also it is not safe? Well, you look at me now this network, than your rookie how?

Any logistics system all roads lead to Rome, the last is the so-called heaven and earth, Ma's strategic vision is right, but Ma Taobao or lynx, or, from a began is an open platform, which makes Ali rookie from the start, is doomed to go the road of open platform. At this time, in addition to competitors, Ma's biggest opponent, is the time.

Suning is different, as a complete closed-loop system of retailers, Suning's logistics system is the beginning of their own use, and then gradually open to the outside world, so the specific to each logistics node (warehouse shipped with) convergence, Su Ningzao completed a seamless docking. Such a complete system to take out social, is clearly more mature.

For example, a house, the owner of the house because of the renovation, lived a few years and then rent, is clearly more than the direct use of housing decoration more refined.

These years with the development of electronic business, logistics is more and more attention, but put forward a slogan used logistics entrance, Suning is perhaps the first, perhaps before the SF also low-key do, but are not successful. And for Ali, Taobao lynx is the entrance, the rookie logistics can only be a service system, it is impossible to give such a strategic position in the entrance.

This should be, Su ningyun that Ali is willing to cooperate with the largest number.

Make more money with the money

And the logistics system of the corresponding step, is bound to develop the supply chain finance. This has become a consensus in recent years, the line retail business.

Zhang Jindong's statement is: supply chain finance, because we have a perennial depth cooperation and mutual trust, can be combined with the characteristics of various aspects of the supply chain, such as "order financing," "account financing," "inventory financing" and other products. It should be said that these products are tailored to the retail supply chain partners. Take this, Suning and the size of the supplier relationship is also more closely

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