Powerful enemies surround us, and their strength is getting stronger and stronger. "Let there be no difficult business in the world"-this is the slogan that Ma Yun shouted when Ali was founded. In the past 20 years, new Internet concepts have emerged one after another. Ali has also experienced a series of e-commerce model transformations such as B2B, C2C and B2C, constantly testing water at various tracks and gradually expanding its own business cornerstone. Ali witnessed the prosperity of China's Internet consumer market and made Ali himself.
Establishing competitive barriers in core e-commerce
Alibaba started with B2B business at the beginning of its establishment and devoted itself to building an "online wholesale market". With the accelerated expansion of "Made in China" in the global market, a large number of small and medium-sized enterprises seek overseas demand through Internet channels to achieve export business. In this context, Alibaba has quickly become the world's largest B2B e-commerce platform.
In 2003, Ali launched Taobao, and launched a C2C platform battle with the global C2C giant Yi Bei. Subsequently, C2C platform was widely criticized for its low quality of goods and poor after-sales service, while B2C platforms such as JD.COM and Jumeiyoupin, which are mainly genuine and self-operated, also gradually rose. Under the situation of consumption upgrading and quality competition, Alibaba established a B2C platform-Taobao Mall in 2008.
From C2C to B2C, Taobao Mall (20 12 renamed Tmall) solved the original fake problem of Taobao platform and resisted competitors to some extent.
2019165438+1October 1 1 is the 11th Tmall Double1. 1 1:00 10/2, the turnover of Tmall Double 1 1 was officially announced, with a total turnover of 268.4 billion RMB, up 25.7 1% year-on-year. From more than 52 million in 2009 to 213.5 billion in 2065,438+08, and then to 268.4 billion last year, there is a secret behind the monotonous numbers: not only the crazy numbers are refreshed every year, but also Alibaba's ambitions.
If Ali is an empire, then the annual "11.11"is the expansion code of this empire.
20 16, 10 In June, Ma Yun put forward "new retail" for the first time at the conference in Alibaba Cloud, and said that "there will be no e-commerce in the next ten or twenty years, only new retail".
In recent years, in the layout of new retail business, Ali has carried out two key layouts, one is a local service company composed of word of mouth and hungry, and the other is a community-based one-stop new retail experience center represented by Box Horse Fresh Life.
"Shuang 1 1" can be said to be the annual test of Ali's entire ecological products. Ali's new retail products should not only be constantly innovated and upgraded, but also closely cooperate with large troops, and finally break the Guinness Book of Records again and again in "Double 1 1". After the big exam, in the next year, almost all the problems can be dealt with freely, which is the value of "double 1 1" for Ali products.
Cloud Computing ―― The Second Driving Force of Ali
If the new retail business is the first driving force for Ali's revenue growth, then cloud computing is the second driving force for Ali.
For Ali, the reason why he can build a business ecological empire from online to offline, from local to global, is inseparable from his powerful technical support platform-Alibaba Cloud, which was initially questioned, is becoming Ali's economic infrastructure.
During the "double 1 1" period in 20 19, with the support of database products such as OceanBase and POLARDB developed by Ali, the whole system was guaranteed to be jitter-free for 1 1 5 minutes before the start of "double1".
At present, Alibaba Cloud has 20 regional nodes and 6 1 available areas overseas, and the globalization of e-commerce and logistics is also advancing rapidly. For example, the rookie global intelligent logistics backbone network has begun to take shape, and now it has connected more than 200 cross-border warehouses and more than 300 cross-border logistics lines. Through the coordination of all links, the logistics timeliness of key countries has increased from 70 days to 10 days.
Alibaba's 20 19 financial report for the second quarter showed that Alibaba Cloud's revenue was 9.2965438 billion yuan, a net increase of 3.624 billion yuan year-on-year, with a growth rate of 64%. Compared with the revenue of 7.787 billion yuan in the previous quarter, the chain increased by 19.3%. This strong revenue figure also exceeded the expectations of the capital market.
Building a business ecosystem around mergers and acquisitions
Ali's slogan is "Let the world have no hard business". E-commerce, finance, local life O2O, entertainment media, health care, corporate services (cloud computing), tourism, hardware, games, education, automobiles, real estate ... Ali's conquest footprint has traveled all over the world.
According to public information, in 2008, Alibaba established Ali Capital to open the road to investment. As of 20 19, 1 1, Ali has invested 345 times, with a total investment of 436.25 billion yuan. Judging from the amount of investment distributed in various fields, Ali invested the most in local life, e-commerce, logistics and other fields, with investment amounts of1176.6 billion yuan, 943.5 billion yuan and 61500 million yuan respectively, and these three fields are closely related to Ali's own e-commerce business.
In recent years, like strategic investors, Ali has been expanding Ali's ecosystem through mergers and acquisitions. At the same time, Ali's investment in M&A maps is also increasing with the demand of Ali ecosystem.
Like hungry. 20 16 August, Ali and Ant Financial invested 125 billion USD in Hungry. In April of 20 17, Ali and Ant Financial further increased their holdings, with a total investment of USD 400 million. Since then, Ali has become the largest shareholder, with a shareholding ratio of 32.94%.
A year later, Ali and Ant Financial completed a wholly-owned acquisition of Hungry for $9.5 billion. June 5438+10, hungry and word of mouth merged, Ali formally established a local life service company. Hungry has become a weapon for Ali to fight against the US Mission in the field of local life services.
It was Ali's imperial expansion strategy that drove Ali to continue his voyage.
Source: Newsletter