In this "competition", a rookie with rich experience in cloud supply chain capability accumulation is undoubtedly one of the most powerful competitors. With these advantages, the rookie's card road is also more calm and changeable, which means more "imagination" space.
It can be said that today's rookie, every move will profoundly affect the offensive and defensive situation of the logistics industry.
Just yesterday, Ali announced the second quarter financial report. One of the details may have been noticed by everyone. The rookie emphasized his logistics operation ability in this quarter.
What kind of signal is released behind this?
1
Enter the abdomen-where does the rookie move?
When the two armies confront each other, the first thing to consider is to seize the terrain. Shi Ding 'an, a great statesman in the Qing Dynasty, once wrote in his masterpiece "Where to Meet Forever" that "the struggle for justice is the test for us to defeat the enemy". Because of winning the geographical position, we can take the initiative in the battlefield, and often achieve the effect that the military strategists compete.
Judging from some recent actions, the rookie's recent key chess pieces mainly fall on cross-border logistics, rural logistics, supply chain management and community service.
For example, cross-border business with obvious progress. During the Double Eleven this year, Cainiao launched eHub in Liege, Belgium, which is a similar large-scale cross-border logistics hub and has been independently built and operated in Malaysia, China and Hongkong. In addition, the rookie also has a large number of distribution centers, overseas warehouses and terminal settings overseas. According to public data, in March this year, the average daily cross-border parcel volume of rookie exceeded 5 million, ranking the top four in the world.
By the end of 20021,the rookie will have to make 30,000 self-promotion points and self-promotion cabinets overseas. In addition, the global freight business of B2B bulk trade is also developing rapidly.
In terms of supply chain management, the rookie is currently undergoing structural adjustment and optimization. Its layered service provides diversified supply chain services for brand merchants and industrial belt factories, with the highest cost performance. It is obviously a differentiated strategic path to provide warehousing services only for merchants with Jingdong Logistics.
In the terminal community, the rookie did not emphasize his size. We see that this year's rookie mainly optimized the service experience of the terminal, such as home delivery.
Rookie rural logistics has covered more than 1 000 counties across the country, and the average daily parcel processing has increased by more than 280% year-on-year.
In addition, the rookie has another move that many people have not seen, that is, the logistics of Tmall International and Tmall Supermarket in Ali's core e-commerce business are actually mainly operated by rookie.
An imported wine from Tmall International will be delivered directly from the bonded warehouse after the consumer places an order.
Compared with friends, the rookie showed excellent logistics independent operation ability when supporting these two Tmall merchants. From the perspective of user experience, diamond cut diamond, a friend who holds high the banner of "user experience" and "distribution efficiency". In fact, Maochao is also delivered to your door, and the time limit is not slow.
Novices in different business sectors seem to have different ways to settle down.
However, if all the chess pieces are "linked" to interpret, it is not difficult to find that the rookie is constantly going deep into the deep water area of logistics and is actually investing in logistics.
2
Leap-where is the imagination of the rookie?
In Weiqi, there is another trick called "Teng Nuo", which is to effectively deal with seemingly weak places through some technical and tactical means, so as to make it a good game or a thick game. This move requires players to have strong patience and belief, as well as extraordinary skills.
What does it mean when an experienced, thoughtful and perceptual player enters the chess game, or a company with a scientific and technological background starts to build its own logistics capabilities?
This involves a question of imagination.
It is well known that technology companies and internet companies are more imaginative than logistics companies.
But in fact, for a company, imagination does not come from simple scale expansion or short-term high growth rate. The savage expansion above the chess game does not always point to the final formation of the advantage. Real imagination is a long-term practice based on your own vast ability, which comes from long-term steady and sustainable development and accurate grasp of key nodes in this process.
Let's look at an example.
In 2000, the Internet bubble burst, the market value of Amazon fell by 80%, and the risk of bankruptcy was close at hand. However, Jeff Bezos, the founder of the company, mentioned in his letter to shareholders, "We are a company that wants to reach scale. At this time, we are working hard to make our company fatter, heavier and stronger. "
A weighty company can go further.
How come? Bezos's answer is to stick to long-term doctrine and continue to invest. At that time, Amazon even brazenly switched from Sun server to HP/Linux server, which theoretically reduced the equipment cost by more than 80%, which not only improved the company's operational efficiency, but also formed a solid foundation for important strategic directions such as cloud service AWS.
McKinsey conducted a survey. From 200 1 to 20 14, the average market value of companies pursuing long-term strategy is $7 billion higher than that of companies pursuing short-term goals, and the cumulative revenue growth rate is 47 percentage points higher, with less volatility. The cumulative profit growth rate is 36 percentage points higher.
Zhang Lei of Gaoyan Capital also wrote in the book "Value", "Society will eventually reward those enterprises that create long-term value crazily."
China society is entering a stage of high-quality development, and the focus of this stage is the structural adjustment of the supply side. Simple things and easy things have been done. The real competition is who has the ability and who has the responsibility to solve deeper problems.
But solving problems first requires the ability to solve problems.
Before 20 14, the distribution center of domestic express delivery companies exploded as soon as it was promoted, and novices made electronic face sheets. The whole express delivery industry has replaced paper handwritten face sheets, and the distribution and transshipment are automated, which has solved the problem of warehouse explosion and promoted the digitalization of the industry.
If a digital company with a scientific and technological background like a rookie "takes off its suit and puts on its tooling", goes deep into the industry and stands with the real economy, it will meet the needs of the country's high-quality development.
Huludao, the foreign trade swimsuit industry belt, rookie's "5 USD 10 day" service helps small enterprises to produce swimsuits for export to Europe and America.
From this point of view, it is actually a more stable and long-term way for a rookie to enter the deep water area of logistics chess game, keep investing and settle down at key nodes.
This is a moat, which will bring long-term stable growth and greater imagination in the future.
three
Chess to the middle game-what kind of company will the rookie become?
In June this year, rookie CEO Lin Wan publicly put forward the concept of industrial Internet for the first time.
The industry here points to building logistics capabilities.
On March 3, 20 19, the first cross-border e-commerce special line "Cainiao" of China-Europe train (Zhengzhou) departed from Zhengzhou Railway Container Center Station.
A large number of electronic products, clothing, trinkets, beauty cosmetics and other commodities have embarked on a trip to Europe.
So, what is the difference between the rookie's logistics style and other companies' logistics?
What kind of company will the rookie grow up in the future?
In the rookie's previous statement, the word "incremental innovation" was used, which was summed up in vernacular Chinese, that is, opening up different tracks, doing different things, and refusing to entangle with opponents in a small world. For example, the rookie has not been involved in the domestic express delivery market for many years in Tongda Express Company.
Anyone who knows the rookie knows that this is a problem-oriented company. The appearance of post station business is to alleviate the congestion problem of terminal express delivery, and rural business is to solve the problem that the last mile of rural express delivery cannot be reached.
Don't try to build a universal hammer, and don't look for nails everywhere with a hammer. The correct way is to knock the nail into the wall with the most suitable hammer.
Solve the problem in the most appropriate way.
China Internet has experienced one bonus period after another. High-quality development is definitely not a simple model expansion. The era of hammering all nails with a universal hammer is over.
Both logistics and technology go to the deep water area, and there is no industrial scene. Those long tail problems and complex problems hidden in the depths cannot be solved in essence.
Companies with Internet technology capabilities like Cainiao have established a stable logistics chassis and have the ability to directly provide logistics operations and services. This is the path choice for the rookie to go deep into the logistics industry, become an industrial Internet and pursue high-quality development. This will enhance the "weight" of rookie companies in the future and bring better services to businesses and consumers.
In fact, entering the vertical track and vertical industry will truly solve the deep-seated problems of the industry and will become the choice of Internet companies in the next stage.
four
label
Finally, let's go back to the story of Amazon.
Chess players are snobs.
In the early stage and the stage of China enterprises, in order to occupy more land efficiently in the future, sometimes we will give up "profit" and operate the sphere of influence by longer-term means, so as to cash in the subsequent battles. This "potential" is also.
In the 20 years after its establishment, Amazon has continuously invested and expanded its business, but it has never made a profit, which makes its business model controversial. However, in the chaos caused by the bursting of the Internet bubble in 2020, Amazon, as a chess player, succeeded in deus ex and has now become one of the world's most valuable technology companies. By the way, Amazon has a strong logistics capability. Last year, it just surpassed FedEx and became the third largest parcel logistics company in the United States.
At present, in the chaotic chess game of China logistics industry, the competition for "profit" is different, but the general trend is far from what you spectators can see. In cross-border business, supply chain management, rural logistics and community services, it has quickly settled down, facing the challenges of competitors with a long-term mentality and weaving logistics capabilities with differentiated methods. Where does the rookie's sword point? We already have the answer.
This article is from Gelonghui.