Reinventing the Millennium

The head of Alibaba commented on the other three giants, which caused a small ripple in public opinion.

Forget about Duji and Penguin, the former has fallen into irreversible decline, and the latter is still undergoing a difficult transformation, but the main factors leading to the changes in the two are also facing severe challenges under his lips?

How severe is it?

Ma Chen's original words were "very serious".

Yike does have problems that need to be solved. This is the common understanding of most people in China, but when it comes to "very serious", everyone does not really feel about it. The fluctuations in foreign stock prices and related reports are like a gust of wind and rain. In the past It's over now. The reality is that Yike is still an international giant with a market value of US$390 billion.

Even "Dada" with its support has just defeated Uber, which entered the Chinese market.

What is the basis for the conclusive judgment from the head of Alibaba at this time? Or maybe you heard something?

Fang Zhuo, who has been very busy recently, will naturally not respond to this.

But Su Wei, who had been competing with Ali on the frontal battlefield, was really annoyed.

Tesco has been under pressure in the first half of the year, especially Alibaba’s June 18th sales this year once again set a new record, which has put a lot of pressure on everyone.

Tesco's growth is actually very fast, but it pales in comparison to Alibaba's development.

To put it simply, Alibaba works from the bottom up and has a stronger fundamentals, while Tesco works from the top down. Although it has a good moat, it is much more difficult to develop.

What's more, competitors won't quietly watch you develop.

However, competition is competition. If you, the surnamed Ma, speak out at this time, you will be punished!

Su Wei knew that Fang Zhuo was busy and didn't want to annoy him too much. She turned around and called Yu Hong and criticized her competitor rather angrily.

"Hey, yes, this horse shouldn't learn from Mr. Fang."

"I have the guts to ask him to send a piece of calligraphy to Yike's office."

"Ali is concentrating his firepower at this time. Is he aware of the counterattack plan?"

Yu Hong only said three words in a slightly exaggerated tone, and Su Wei suddenly lost a lot of her anger. Forget it, after all, she didn't have a circle of friends to work, nor did she send letters, nor did she have to go back after sending letters.

People can have double standards, but they cannot be too double standards.

When Su Wei thought about it, her emotions completely subsided and she quickly turned to business: "Alibaba's June 18 rules this year are too fancy. I'm considering postponing this year's Double Eleven. What do you think?"

Yu Hong was startled: "Postponing it, Double Eleven has already formed a fixed brand recognition, so... it's not that appropriate."

She didn't have a deep understanding of e-commerce, but in a conventional sense, the change of time would undoubtedly be abrupt.

"Ah, Mr. Yu is very insightful, but I didn't think carefully." Su Wei said in a serious tone, "In this case, why not let's advance the opening of short videos to Double Eleven. You also said Now, this is a fixed brand recognition, and we can make this brand more linkable within the system.”

When Yu Hong heard this turn of events from the other side, she sighed: "You're really imitating him. Just be direct. There will be a meeting attended by Yixin and Douyin next week. Ask the secretary to confirm the time."

She thought for a few seconds and continued: "It would be good to expand such a familiar promotional festival to the short video platform. At least it will have a good publicity effect. Douyin will consider promoting typical models to use the new platform. The new model will attract Alibaba’s merchants.”

"I think what Mr. Qi means is that short video expansion is very functional and will definitely have a good impact. It just so happens that Alibaba is upgrading right now and only wants mid-to-high-end products. It will absorb whatever it doesn't want."

This is a previously established strategy. From Yixin to Yigou to Douyin, both traffic and logistics have a very mature foundation. What we are waiting for now is the development of short videos, and this development relies on the influence of Yike and the ecology. , almost like a new Yixin was born.

In the past, Yixin spent a lot of effort to seize Penguin's mobile communications track. It took a total of two years to determine success or failure through various means and two Spring Festival Galas.

At that time, it was developed on the basis of Yike Hardware.

Now, Douyin has a stronger foundation and its development speed is naturally faster, and the domestic 4G rollout speed is far stronger than that of 3G in the same period.

Su Wei is a person who likes to try new platforms. She has both a large and small account on Douyin, and she often reads the evaluation of short video development by IDC and other institutions, and can see the internal data of Douyin more clearly.

To this day, she doesn’t think she has to wait until next year, and feels that it’s not far behind in a month or two.

However, Su Wei is the CEO of Yigou, not the CEO of Yike and Douyin. She still needs to obtain the consent of other people. Naturally, the executive vice president currently responsible for most of Yike's work is one of them.

"When we meet and have a meeting, we can't beat Alibaba. It's too powerful now. Let's go to Double Eleven together." Su Wei said with a smile, "Mr. Yu, do you have time tonight?"

"It's all a mess. At eight o'clock is a conference call with Schroeder in the United States. He is waiting for the second temporary license in Washington. At nine-thirty is the meeting in Europe. Pan Ben confirmed it half an hour ago." Yu There was unconcealable tiredness in Hong's voice, "I now find that Shanghai City is a little more tired than I was in New York. The office on the 23rd floor of Yike is really not for people to sit in."

Because the general office conference room is on the 23rd floor, she has been working on this floor recently, sometimes occupying the president's office.

"Others can't even sit there. This time everyone is watching how you, Mr. Yu, will stabilize Yike next." Su Wei was referring to the movement during this special period. Now it is obvious that Fang Zhuo has focused all his attention on Bingxin.

Yu Hong said, "Wait, the secretary is coming in. Hey, why is she wearing a yellow robe?"

Su Wei was amused and made a general appointment. Knowing that the other party was still busy, she ended the call.

She put down her phone and glanced at the data listed on the file in front of her again. Alibaba's expansion in the first half of the year was too fierce, but it also had results.

Just last month, Alibaba announced Tmall's new five warehouse center plans, and it seemed that it wanted to go back to the development path of Yiguo in the past.

This kind of investment was once considered difficult to replicate, but Alibaba, which is full of flowers, seems to really want to give it a try.

Su Wei thought about it and suddenly thought of Ma Dian's words. He believed that Yike was in a very serious crisis this time. So, in this case, what was his unspoken judgment?

Yike can't survive this crisis? Will Yike be extremely weakened?

So, Ali took advantage of the situation and attacked fiercely, and even didn't mind investing huge sums of money to build warehouses?

Or, he has realized the threat of short videos, a product of the 4G era, and is only launching an offensive now?

Su Wei thought about it carefully, and suddenly felt that it was difficult to guess the real motives of her competitors, so... she didn't care about whether she was bothered or not, and called Fang Zhuo to ask for his opinion.

"If he thinks I won't give in, then Yike will indeed face the strongest crisis. Well, now that you put it that way." Fang Zhuo pondered, "It's a 50-50 split. There are some, but not necessarily all. I don't know how far Yike can go, let alone him. As for the work carried out in the semiconductor industry, he is even less clear."

"Yike's situation, Bingxin's situation, Douyin's situation, and the preparations for the new e-commerce this year, he is not clear enough in all aspects, and the final judgment and conclusion may be too distorted."

"In this case, Double Eleven is a good day, so let's see you on Double Eleven."

Fang Zhuo agreed in principle to the proposal from the CEO of Yiguo. This day has a special meaning and is just right for meeting Feng Qingyang at the peak.