On November 26, Yuanfang officially signed an acquisition agreement with Alibaba.

Tagbao, Tmall, Cainiao Logistics, Xingchen's urgent business... and other related businesses are all selling this time.

Both sides held a press conference in Lin'an.

Neither Li Dong nor Ma Yun attended.

Cai Chongxin attended the press conference on behalf of Alibaba Group. At the press conference, Cai Chongxin did not refute too much in the face of some media's theory of Alibaba's decline.

Online shopping related businesses have been sold, and Alibaba's strength has indeed weakened a lot.

Although it received 4.5 billion US dollars and more than 30 billion RMB of capital flow, the outside world still began to doubt Alibaba's strength.

However, at the press conference, Cai Chongxin simply said a few words about Alibaba's future direction.

Abandon online shopping business and transform from C-based customers to B-based customers.

The so-called C-type customers generally refer to individual users, while the B-type users are corporate users.

In fact, the fundamental reason why Alibaba started its business was these B-type users. However, the development of Baobao in the past two years was rapid, and Alibaba invested more in Baobao and focused more on C-type customers.

Now that the treasure is sold, it is natural that Alibaba returns to the bottom of the matter.

At this moment, Alibaba Software already has tens of millions of small and medium-sized enterprise users around the world, providing online software services to these enterprises.

In addition, Alibaba acquired Wanwang, which mainly provides complete application services for corporate users.

Finally, Cai Chongxin announced that Alibaba's b2b website business will focus on the cutting-edge of the retail supply chain.

In other words, after Alibaba sold Baobao, it no longer did personal business, and the core was to control the core supply chain of retail.

Giving up scavenging treasure does not mean that Alibaba has given up its retail business.

In fact, Alibaba is a complete online retail group. When Taobao existed, Alibaba was determined to create one-stop retail services, but it was actually not much different from JD's ten-section sugarcane theory.

Whether it is Alibaba, JD.com, or Far East, the main purpose is to eat more sugar cane and master more retail service links.

Now that Tabao is being sold, Alibaba has abandoned its vertical sales channel, but puts its core supply chain channel.

For retail companies, the supply chain is the top priority.

Big manufacturers and brands are the few after all.

Retail groups are more exposed to small and medium-sized enterprise suppliers. Whether offline or online, branded products are only a few.

The public uses more and buys more, or products provided by small and medium-sized enterprises.

Alibaba now provides Internet services for small and medium-sized enterprises, focusing on investing in the b2b platform, with the purpose of grasping the core of these small and medium-sized enterprises.

Focus tens of millions of small and medium-sized enterprises on Alibaba and control major retail groups from the source.

Once Alibaba's businesses grow bigger, then they can check and balance the platforms of the Yuanfang.

Of course, as the largest online shopping platform in China, even if Alibaba controls the supply chain, its checks and balances are limited.

According to Ma Yun's previous expectations, if Tabao and Tmall can grow bigger and control the core supply chain, Alibaba will be invincible at that time.

Unfortunately, Li Dong didn't give him this opportunity or time.

When Ma Yun had just had this idea, he quickly defeated Tabao, forcing Ma Yun to give up this idea.

...

On the highway from Lin'an to Pingchuan.

Li Dong sighed: "Actually, I always thought that businesses such as Tabao and Alipay were the root of Alibaba's strength.

It was not until these few years that I saw Ma Yun’s layout a little bit that I realized that this was all my illusion.

Fortunately, I defeated the treasure one step ahead of time, otherwise we would have a lot of trouble in the future.

Since 1999, Alibaba has been attracting small and medium-sized enterprises. Until now, for ten years, the interests of many small and medium-sized enterprises in China have been bound to Alibaba.

Listening to the thunder in silence, Alibaba's silent actions have actually penetrated into all aspects of retail.

Once we delay further, if we become bigger, the terminal supply chain will be controlled by Alibaba, then our platforms will probably be controlled by Alibaba."

In his previous life, Ma Yun said that Alibaba was to cultivate more JD.com, and Li Dong scoffed at it.

In fact, many people think that Lao Ma is bragging.

In this life, Ma Yun actually said this, but the partner was changed to a distant place.

If Li Dong had not read it very thoroughly before and was attracted by Taobao and Alipay, then this time Taobao was sold, Alibaba focused on developing Alibaba software, Wanwang, b2b, and Li Dong would have read it very thoroughly.

These major businesses are all aimed at better controlling small and medium-sized enterprises in Alibaba's hands.

A company uses Alibaba's software, website building, domain name providing, and online transaction channels, all of which are from Alibaba. Even if this company thinks it can avoid Alibaba, it is actually controlled by Alibaba.

Of course, Alibaba has not reached this point at this moment, but as time goes by, it will be a matter of time sooner or later.

When a company becomes dependent on Alibaba, it actually means that it cannot be separated from the other party and is subtly transformed into an affiliated company of Alibaba.

After controlling the source of the supply chain, how can JD and other platforms compete with Alibaba?

Even in the field of vertical sales platform, the performance is not worse than Alibaba, but the gap is actually very big.

In later generations, Alibaba's market value was ten times that of JD.com. Judging from the sales platform alone, JD.com is actually no worse than Tabao and Tmall.

Moreover, JD.com has its own logistics and warehousing system, which is stronger than 大官网.

Alibaba is ten times the other party’s market value, where does the gap come from?

If Alipay businesses do not count, Alibaba is listed, Ant Finance is still independent and has not been incorporated into the Alibaba system.

If JD.com's market value is equivalent to Tmall, then the remaining 9 JD.com gaps lie in the businesses Alibaba is doing now.

Of course, we also need to add cloud computing services that will be expanded in the later stage.

So what Ma Yun said about cultivating more e-commerce platforms is actually not considered bragging.

After hearing what Li Dong said, Tan Haiying, who was sitting beside him, couldn't help but say, "Mr. Li, we can actually do it too..."

Li Dong waved his hand and smiled and said, "We can't chew too much, let alone we don't have the time and energy to do it."

Moreover, we are different from other platforms.

Alibaba wants to control the source of the supply chain, but it has a great impact on other platforms and does not have much impact on us.

He splits b2b out separately, and Yuanfang has actually integrated b2b business into the current online shopping platform.

Moreover, what we are doing is to integrate offline and online systems. What Alibaba is doing now is only a single online supply chain control, which has a slim impact on us.

They want to do it because there is no other way to go.

But we have not finished our own path yet, and now we have to take another path, which is not very meaningful.

If Lao Ma does it, he has experience and energy.

Alibaba has been preparing for this since 1999, and we can't compare.

But it doesn't matter. Let's fatten him first, and let's cut the flesh a little bit.

When he becomes stronger, the distance will only become stronger. As the largest farmer in the retail field in China, Alibaba is just a big fat pig we raise.

When you want to cut your flesh, then cut some.

Of course, I am talking about me. Whether you have the ability to cut your flesh in the later stage depends on your ability.

If Alibaba becomes bigger, Alibaba will become another big farmer.

We are strong at the front end, and the other party is strong at the terminal. It is hard to say who is strong and who is weak.

At that time, he may covet the front-end platform, and we will also find ways to develop the terminal market at that time.

In short, don’t think that Alibaba will be completely useless when selling treasures this time.

It is very important to pay treasures, but in fact it is not that important, do you understand?"

Tan Haiying nodded. She still understood these principles.

In fact, the only thing she didn't understand was that since Li Dong knew it and thought that Ali was the opponent of the future in the distance, why didn't she beat him to death with one stick now?

Alibaba is now the weakest time in recent years.

Even if there are people who support me, with the strength from afar, there may not be any problem if I force myself to enter the market.

Li Dong didn't explain, and he was too lazy to explain.

There are many reasons, and it is not a little bit cost-effective. On the other hand, Li Dong is unwilling to kill everyone.

Over the years, Li Dong has used a lot of other people's things.

Even if no one knows it doesn't mean he doesn't know it.

Li Dong was embarrassed to use these people's things and kill them all.

In fact, it was not just Lao Ma. Li Dong was not ready to kill him. At that time, he told Ma Huateng that he would take charge of Teng Xun and merge his business in Yuanfang. Yuanfang only holds shares and does not participate in the operation, which is the truth.

Unfortunately, Brother Ma was unwilling to do so, so he had the subsequent annexation.

Even so, Ma Huateng used a lot of funds to manage the Joyful Times, and Li Dong did not continue to suppress it.

If he really wants to suppress it, the gathering at this time will easily be squeezed out by the distance.
To be continued...