Hangzhou has a strong comprehensive strength, including Xixi, Leifeng Pagoda, Lingyin Temple, Song Cheng and Canal, Zhejiang University, which is strong enough to play Nanjing University, and developed private enterprise groups.
Most importantly, there is Alibaba in Hangzhou.
Hangzhou gave birth to Alibaba, Alibaba made Hangzhou, and the internationalized Alibaba made Hangzhou an internationalized Hangzhou. Hangzhou, which owns Alibaba, is equivalent to having a nuclear weapon for urban competition, which can be ignored in the north, Guangzhou and Shenzhen. 10 years ago, Shanghainese reflected on "why Alibaba was not born in Shanghai; 10 years later, after Pinduoduo was born, Shanghai recovered a little face.
Alibaba's importance to Hangzhou is reflected in its economic contribution. Hangzhou's GDP in 20 19 was1537.3 billion yuan, an increase of 6.8% over the previous year. Among them, the tertiary industry dominated by e-commerce and payment services accounted for 66.2%, which was higher than the national 12.3 percentage points and 4.2 percentage points higher than Nanjing. Alibaba almost ran all the way to Hangzhou on his own.
According to the Top 20 Comprehensive Urban Strength of China 2065438+09-2020 published by China Urban Development Research Institute, Nanjing and Hangzhou ranked 7th and 8th respectively. Among them, Hangzhou scored significantly higher in "comprehensive economy" and lower in "transportation and urban construction" and "science, education and medical care".
Before the "Ma Yun Incident", Ning Hang's dialogue style was as follows:
No. 1
Nanjing: I have Suning;
Hangzhou: I have Alibaba;
Nanjing: [sad]
NO2
Nanjing: I have 8 universities, including Nanjing University, Southeast University, Nanjing Normal University, China Pharmaceutical University, Hohai University, Nanjing University of Science and Technology, Nanjing Agricultural University and Nanjing University of Aeronautics and Astronautics.
Hangzhou: I have Alibaba.
Nanjing: [sad]
third place
Nanjing: There are 10 subway lines, including 1, 2, 3, 4, 10, s 1, S3, S7, S8 and S9. With a total length of 378 kilometers, the subway line is the sixth subway city in China.
Hangzhou: I have Alibaba.
Nanjing: [sad]
On June 24th, 2020, 10, Ma Yun's speech at the Bund Financial Summit caused an uproar, which vividly explained what "improper words and deeds of celebrities" were. Many people haven't seen the complete video, but only see some eye-catching sensational sentences from the explosive articles on the Internet. For example, there is no systemic risk in China finance, but there is no system at all; At present, banks in China are still pawn shops, which has harmed many entrepreneurs. Good innovation is not afraid of supervision, but it is afraid of supervision in the way of yesterday; We need policy experts, not document experts. We don't comment on the correctness of Ma Yun's speech, but the negative impact is obvious.
165438+1On October 2nd, Ma Yun was interviewed by four ministries, and the dream of Ant Financial Group was broken on the eve of listing.
65438+February 65438+April, the State Administration of Markets imposed an administrative penalty on Alibaba Investment Co., Ltd. in accordance with the Anti-Monopoly Law.
65438+February 18, the project of Lakeside University Yunnan Branch covering an area of 20,000 mu was suddenly stopped.
On February 24, 65438, the General Administration of Market Supervision filed an investigation into Alibaba Group Holding Co., Ltd.' s alleged monopolistic behaviors such as "two choices".
The follow-up actions of the national regulatory authorities are unknown, but three points can be determined. First, Alibaba is the most important e-commerce enterprise in China, and it may also be the most innovative internet finance enterprise in the future. On a small scale, it can affect the livelihood of hundreds of millions of e-commerce practitioners, and on a large scale, it will affect the stability of the national economy. Therefore, the state's basic attitude towards it must be "learn from a painful experience and heal the wounded and rescue the dying". Second, the "Bund Financial Speech" incident is a public opinion crisis of Alibaba. Although the relevant departments of the state issued a combination boxing, it didn't hurt the bones, but it is inevitable to reflect on rectification and punish yourself for three cups. The development momentum ended and entered the "post-Alibaba era" from then on. Third, the government's supervision of e-commerce companies such as Alibaba and Internet finance companies will be significantly strengthened, and the free time of "encouragement as the mainstay and supervision as the supplement" will never return.
The post-Alibaba era may be an important turning point in the development of Hangzhou. Alibaba's growth rate slows down, and Hangzhou's economic growth rate will inevitably slow down. Compared with Nanjing's economic aggregate advantage, it may not be as good as before (20 19 Nanjing GDP10.4 trillion, Hangzhou10.53 trillion). The annual gdp of Hangzhou is 654.38+00 billion higher than that of Nanjing, and the market value of "Alibaba" is 600 billion US dollars (equivalent to RMB 4 trillion). The impact of Ali's deceleration on Hangzhou can be seen.
What Hangzhou needs to worry about is that Alibaba may (perhaps inevitably) move from Hangzhou to Shanghai in the future. Ma Yun's talk in Financial Street exposed his true ambition, and Alibaba's future development focus is Internet finance. The e-commerce economy represented by Taobao and Tmall has a huge domestic consumer market behind it, but it has reached its peak and met the ceiling. Ant Financial Services supported by Alipay is the real development focus of Alibaba in the future, occupying the commanding heights of domestic financial economy, and the future development space is far greater than that of e-commerce economy. (The chairman and CEO of Ant Financial is Jing Xiandong, and Fan Jiang was the president of Tmall and Taobao, which is obvious). At present, several major financial centers in the world are new york, London, Tokyo, China, Hongkong and Frankfurt. Only Shanghai in China has the conditions to become an international financial center, so Ant Financial's headquarters must be in Shanghai. This is also the reason why the most influential China Financial Forty Forum (CF40) held the second Bund Financial Summit.
Because of the impact of the Alibaba incident on Hangzhou, Nanjing may be glad that it has taken the lead in the competition of cities in the Yangtze River Delta. In the past two years, Nanjing has shouted the slogan of "improving the first place in the provincial capital city", and its economic aggregate has grown rapidly. However, under the appearance of rapid development, there is a big problem of insufficient industrial advantages in the future, that is, there are advantages, but they are not solid. Of course, compared with other cities, Nanjing has obvious manufacturing and industrial advantages, with Jiangsu, the largest manufacturing province in China, behind it. In the forum of 20 19 "Development Report of Top 100 Industrial Counties (Cities) and Top 100 Districts in China" (20 19), Jiangsu Province entered the top 100 with the high ranking of 25 counties and cities, accounting for a quarter of the domestic ranking. Nanjing has a strong talent advantage. Known as the third city of science and education in China, there are 8 universities with 265,438+065,438+0 and 200,000 college graduates every year. Since 20 19, the chip war between China and the United States and the Huawei ZTE incident have made people realize the huge gap between China and the United States in the fields of chips, mask aligner and industrial software. In the coming 10 year, China must be an era when a large amount of funds and talents are invested in scientific research and development to catch up with foreign core technologies. In the development of high-tech enterprises, Nanjing has more advantages in industry and talents than Hangzhou and Shanghai. Although there is a big gap between Nanjing and Shenzhen, it will definitely occupy a place in the future, and Nanjing will definitely become a city of technology and chips in the future.
# Nanjing # Hangzhou # # Internet Finance #
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