Remember the rookie network?

Remember the rookie network? In Ma Yun last year High-profile announced to invest 300 billion yuan to establish the domestic intelligent logistics backbone network, seems to have no movement. Also has the industry personage analysis thinks Ma Yun this thing, difficult to become.

In fact, from the beginning of Zhejiang province, Ma Yun this half year and the provincial and municipal governments go very close, the "Super Big PR", talk about land, talk about policy and resources, rookie network has been quietly layout. Titanium Media author Ouyang Crazy help Ma calculate, "according to public information, Chengdu Shuangliu take 1000 mu, Zhejiang jinhua to take 1500 mu, Tianjin to take 1500 mu." Conservative estimates, the lowest standard is 1000 acres, the implementation of 30 cities, that is 30,000 acres of land. "This obviously enclosure movement, land in the end is not used in logistics, have to play a question mark." Look at the author's analysis may give you a full picture of the gossip:

Time will be the best proof, this in MA's rookie network will also be validated.

Last May, Ma Yun shouted out in 8-10 years time, a total investment of 300 billion yuan to establish China's intelligent Logistics backbone network slogan (see Titanium Media Report "continue to build the city, Alibaba led the establishment of intelligent backbone network, with the Internet Thinking Change Logistics"). The plan was a real shock to many in the industry, but for a while it seemed to silent. However, the light said not to do is not Jack Ma personality, rookie network and push the "contacts" of the high-profile contrary, is quietly advancing in low-key.

What's a rookie network doing?

Ma's rookie network is really busy, last year's high-profile retirement more and more cop-out signs.

This January 6, MA Yun with rookie network finished people visit Jilin Province, and with the Jilin leader, second-in-command and the relevant person to exchange investment cooperation matters. And just the day before, January 5, Ma Yun visited Hebei province and with the major Hebei leaders Exchange project investment, cooperation matters, accompanied by the rookie network team personnel.

Popular point is that, apart from the two sides of the polite, the local government mainly talk about some of the land, policy, resources, services and other related preferential policies, Ma Yun talked about the prospects and intelligent logistics backbone network planning and so on, and then look at these concessions and investment environment is worth the layout.

Whether it is worth the layout, first to comb some of Ma's rookie network landing situation:

December 28 last year, China's Zhejiang gold Hua Jin Yi e-commerce New Town officially started (rookie network "China's smart Backbone network," the first national sample); December 13, Chengdu Shuangliu County Government and rookie network signed an investment agreement to start construction of China's intelligent backbone network; December 4, Ma Yun in Sanya Haitang Bay and Hainan provincial party secretary Cordial Exchange, said Alibaba and rookie network has been with Sanya and international Tourism Island pilot pilot, is to promote the establishment of logistics warehousing base, entrepreneurs winter studios and other projects.

Another one months, November 27, rookie network formally signed a strategic cooperation framework agreement with Henan, landing Zhengzhou Airport experimental area; November 19, rookie network and Chongqing Liang Jiang New District Management Committee signed an investment agreement, decided to invest in the construction of "China Intelligent Backbone Network Project" node in the new zone bonded port area.

In addition, as early as June 20, rookie network and the Wuhan government signed a strategic cooperation framework agreement, "China Intelligent Backbone Network (Wuhan Jiangxia)" Project signed. According to Shen, chairman of the bank, said the rookie network has been in Hangzhou, Evolution, Haining, Guangzhou, Tianjin and other cities have successfully won the plot.

This series of actions seems to indicate that the rookie network of the aircraft carrier is slowly sailing, Ma Yun's ambitious business empire ambitions are gradually revealed. But is this really the case?

Enclosure game Or realize "net buys to depress house price"?

Obviously, when Ma Yun throws 300 billion investment plan, prepares to establish the central storehouse in the 9 core cities of the country, and establishes the transit warehouse in more than 20 cities, the most anticipated Mo is in the transformation period local government, especially is in the transportation core branches of the provinces and cities. One is in urgent need of economic upgrading and transformation, looking for new economic growth point, land and policy can have, the other side of the importance of transport elements, preferential support, of course, the core is cheap and high-quality land. So it is natural to have anything to do.

How much did the rookie network take? Last June, the media reported that the rookie network in the country has won nearly 20,000 land, Alibaba has not confirmed. According to public information, Chengdu Shuangliu take 1000 mu, Zhejiang jinhua to take 1500 mu, Tianjin to take 1500 acres. Conservative estimates, the lowest standard is 1000 acres, the implementation of 30 cities, that is 30,000 acres of land.

Such a huge area of land, it is inevitable that people will be Lenovo for the electric business Logistics packaging model under the enclosure movement. Acquisition of land and investment in the construction of funds aside, the use of these lands is really used in logistics backbone network construction, or "let any one region to do within 24 hours of delivery must reach" this goal is to need so much land support, we can not play a question mark.

The GLP (modern logistics provider), which invests, constructs and manages 125 logistics parks in 33 major cities in China, gives a data. A presentation to investors showed that the internal rate of return on 10-year investment was 15%~20% in the development of logistics real estate projects in China. This return, in addition to the rental income generated by the rental itself, will provide attractive profits.

When it comes to land appreciation, you have to mention real estate developers who are familiar with it. Buy plots drag not develop, and then wait for the appreciation of the Sell-off, which is a lot of developers do not pay for the stable. But now Ma's rookie network with low prices and more concessions easy to take, and then broke into the real estate business circle of power.

So, recently Wantong holding chairman Feng said, the future of Chinese real estate, do not see how the government to do, but to see how Ma Yun do. Perhaps in the eyes of Feng, Ma Yun "net buy hit the price" of the prediction, relying on Taobao as the representative of China's high-speed development of the power of the emboldened, and this logistics backbone network ambitions under siege of the domineering side leakage.

Such a large area of land, take a small piece. In addition, if the smart backbone network runs smoothly, it can also help many local governments solve the problem of economic transformation, with a stable financial source, land finance will be correspondingly reduced. In this regard, for online shopping to suppress the price can also be pulled. In the eyes of the real estate business, in addition to glittering, there are more envy and envy hate ah.

Of course, we questioned rookie network logistics enclosure, and even questioned Ma Yun to enlarge Alibaba's valuations and profits, it is natural.

However, in a doubt, December 28, 2013 rookie network in Jinhua, Zhejiang officially started construction of China's first intelligent backbone of the national sample. According to the plan, this sample covers an area of 1500 acres, the total investment 10 billion yuan, 5 years to complete the overall development. The project will be composed of four parts, one of the largest is the modern logistics center, after the major express delivery enterprises and logistics transport enterprises will be here, in addition to E-commerce Office centers, data processing centers and financial services areas.

This is only the first sample, once the construction of other already won the Logistics land, rookie network built in the country gradually improve the infrastructure, China Intelligent Backbone Network platform supported by the Electrical business Logistics miracle, and Ma Yun's ambitious dream, will step into the real. But is the road really so easy to succeed? is not big Data + Electronic Business + Logistics network Packaging

Capital Game bubble? Left or right, there are so many questions.

Big ambition pit, how to fill the past?

From eating a large area of land, to the national backbone network nodes to start construction, the need for funds will be hundreds of billions of scale level, rookie network from where to take out these funds? Ma's rookie network gives the following answers: First, with the major banks and other financial institutions, such as CITIC, Agricultural bank, and so on, by their provision of some financial support, the second is a cooperative shareholding of private enterprises, the transfer of some ammunition; third, from some investment institutions to obtain financing.

But here's the problem. The funds of these channels do not meet the billions of dollars in the gap, if the development of a project-by-case, slow and steady, with land and other money, in addition to the state of idle land control, can not form the capacity of scale expansion, development and construction time is too long, backbone network formation will be dragged, Ma Yun's 5-8-year time has been built into a bubble.

In addition, the Taiwan opera in the symbolic significance of more of these logistics partners, can well cooperate with the output is also an unknown. After all, everyone has their own warehousing system, not only between the two sides have a competitive relationship, that is, and the rookie network also has a conflict of interest. Rookie network of Intelligent backbone Network platform, the use of large data, integration of the platform logistics information, pay attention to the Division of labor Cooperation and resource efficiency integration, to do the rules of the logistics industry, but who do not want their own easy to surrender surrender, into the pipeline, lost to the logistics of the right to speak, can only become a drink soup dependency.

In reality, MA's rookie network in the efforts to negotiate take the land, shouting, but also just a monologue. and cooperation of the "three-bedfellows", we practice hard skills, each has started the "Electric Shangkang integration" development strategy, rental and purchase of storage resources throughout the country. You sing your, I do mine, if your platform is really made, we have to rely on you for a piece of even survival, then we follow the footsteps, if the mess or not, it will not affect my site. This is the mentality of the logistics partners.

And the bank finance and investment institutions are the advantages and disadvantages. "Investment may not be profitable for the next 8-10 years"? Who can bear to live for such a long time? And this requires a rookie network from the beginning to the construction, all want to maintain this beautiful big logistics dream, to all partners to hope, step-by-step let them see the smart backbone of the network to achieve the possible and their real benefits, rather than land capital under the castles in the castle. In this way, the intelligent backbone network can form a huge magnet, both to stabilize existing partners, but also to attract more enterprises to join in.

But Ali in China's e-commerce market alone, this unique advantage of the resource is Ma Yun led the "China Intelligent Backbone Network" of the emboldened, but also the biggest variable. It is involved in the logistics of any one of the standard changes, will express the company's business, warehousing and so have a huge impact. Fast delivery planning, for each user is good news, but in 5-8 years hastily built this smart backbone network road is difficult.

If the pace is big, easy to pull the egg. Therefore, from the owner of the power of the rules and the right to speak, to become the logistics of the rule makers and industry leaders, rookie network heavy responsibilities.