Rookie network to complete the investment card line, become the second largest shareholder

May 5 News, the latest learned that Ma Yun's investment in the "rookie" network recently completed the third party distribution company card Bank investment, become its second largest shareholder.

Although there is no disclosure of the amount involved in the capital level cooperation, but a stake in a third party road transport network platform, has proved enough, rookie began to consciously integrate more social resources, so as to promote the "network" of the laying speed. "The estimated amount will not be less than $250 million." "An industry figure calculates.

The person said that the card line before the world is a logistics supply chain management company in Guangzhou, Wuhan and other four or five areas with outlets. Bai Guoliang founder of the World to build an organization small micro-logistics enterprises to form a nationwide network of intensive transport. Its main mode of walking is to platform operation, the integration of idle small and medium micro-logistics enterprises, and then hit the logistics industry, "Green Line Alliance."

Prior to that, the card Bank of the world to obtain investment from Zhongding venture, accounting for nearly 40% of shares. As for this and "rookie" cooperation, the specific holding ratio, there is no accurate information. However, the news that "rookie" has been promoted to the second largest shareholder.

The above people also pointed out that the "rookie" will invest in the world, the most important is that they have been in control of the small and medium logistics providers, and then the dedicated logistics companies, so that "rookie" in the country's warehouses can operate, rather than idle.

In fact, "rookie" since its inception, the actual operation of the outside world is not fully known. According to another brand Merchant said, although "rookie" in many areas to take the land, but the warehouses are mostly remote, for businesses are not the first choice, so the use rate is very limited. Part of the warehouse in order to solve the idle problem, has been outsourced for rental to the cat and Taobao merchants, as a separate warehouse use. "Actually became a logistics real estate project. ”

Alibaba has joined 9 companies on its rookie network, with a vision of spending 100 billion in the next 5-8 years. But as a "land net", its return cycle is obviously more long than the investment and construction period. This speed of propulsion is obviously not satisfactory to Mr Ma.

To this end, "rookie" network announced recently by Alibaba Coo Zhang Yong (xiaoyao son) personally as CEO position. Such changes, also seems to be intentionally or unintentionally in the proof, "rookie" Will and the days of the cat to go closer (Zhang Yong has been president of the cat).

In addition to wooing more businesses, "rookie" must also be in the landing to integrate more logistics resources. According to Ma's previous plan, the Novice network infrastructure mainly consists of two parts: first, the country's hundreds of cities through the "self-built + cooperation" way to build the physical level of storage facilities; The second is to use the Internet of things, cloud computing technology based on these storage facilities of the data application platform, and share to the electric enterprises, logistics companies, warehousing enterprises, Third-party logistics providers and supply chain service providers.

Industry analysis, "rookie" may be inclined to invest in the two or three-line city large distribution center, automated sorting, so as to provide a four-pass express company, improve the use and turnover efficiency. At the same time, increase the construction of warehousing, you can make the card line of the world such a logistics enterprise stationed, thus driving the flow of people and business.

Investment cards to the world, to help fill the "rookie" of the "emptiness." However, the courier industry to the billion power network pointed out that the world at this stage of the line to engage in the alliance model of the same instability factors. In particular, card line to join the world to expand the model, by the industry as "vampire."

"The more you go, the more you buy everywhere, the more the world is no longer the pure supply chain management company." "A last kilometer of anonymity." The distribution service provider pointed out that the Alliance requires the franchisee not only to pay the franchise fee, but also to the card bank to pay about 300,000 of the management costs, admission (park) The threshold is very high, "is the alliance with a special line, or a line with the alliance?

On the other hand, the hidden danger lies in the mode of joining, the "leader" by WHO to do, involving the distribution of benefits.

Analysts said that the card line in the world business model may encounter bottlenecks, or become "rookie" the key to the swoop.

"Even if the ' rookie ' does not buy, it is difficult to find other financing channels. "There is a news that zhongding venture has a domestic logistics enterprises to sell the cards held by the world equity, and then set up."