2.8 billion investment Haier whole process "open" logistics samples

After two years of experiments, Ma Yun and Zhang finally hand.

December 9, Haier Flag Group's Hong Kong-listed company Haier Electrical Appliances (hk:01169) and Ali groups issued a joint strategic cooperation announcement: Ali Group of Haier electrical appliances for the total of 2.822 billion Hong Kong dollars investment.

The above investment is divided into two parts, one is Ali group of Haier electrical appliances under the daily logistics investment of 1.857 billion Hong Kong dollars, the establishment of joint ventures, including the purchase of daily Shun logistics 9.9% of the equity, The amount is 541 million Hong Kong dollars, the purchase of Haier electrical issue of the amount of HK $1.316 billion convertible bonds, the convertible bonds in the future convertible obsessing logistics 24.1% of the shares; In addition, Alibaba Group to subscribe to new shares in the manner of Haier electric investment 965 million Yuan Hong Kong, after the investment Haier Electric 2% Shares.

Finally, Ali Group can get the daily Shun logistics 34% shares, Haier Electric 2% of the shares.

December 9, Haier Group rotating chairman, Vice chairman of the board of directors, Haier Electrical board chairman and CEO Yunjie received the 21st century Economic Report reporter interview Analysis: "The basis of the two cooperation is complementary." Large Data logistics field, Haier provides bulk logistics warehousing, trunk transportation, distribution and other services; Ali Group provides a platform. The two sides began to co-operate a couple of years ago, and the strategic investment will be tighter. ”

Haier Group includes two listed companies: one is Qingdao Haier (sh:600690), the main business is home appliances manufacturing, a Haier electrical appliances, the main business is the channel, the same day days Shun logistics. Haier's latest release of the 2013 third-quarter results showed that its revenue 80% from the channel.

Haier's "dragnet"

With the Beijing-east and other companies, compared to the logistics, the advantages of Japan and Japan Shun? Yunjie that the day and day Shun has three advantages: one is the entire network coverage, in addition to one, tertiary city, but also cover the 四、五级 city up to the county, township-level cities, two 24-hour all-weather distribution; The third is a better distribution experience.

Yunjie further explained: "Haier built a nationwide, like the urban public transport system, the same logistics network", the bus station is the warehouse center, passengers are not people, is the goods. "Only Haier can do this."

Another ability of daily Shun is the ability to install and after-sale service. Yunjie said: "Daily Shun is mainly a large logistics, for example, home appliances, furniture, barrels of water, product delivery, the need to install, and interact with users, communication content include: first, through the mobile POS machine to receive silver, the second is through the day of the ipad interface to recommend more Third-party Electric Company's products. ”

Japan and Japan Shun's responsible for delivery of the car has 190,000 vehicles, each vehicle includes a driver, a delivery agent. In addition to charges, they also interact with users, communication, user needs can be a key to share to the cloud. Yunjie said: "The day is not only to send goods to the user's home, but will be a ' mall ' to users home." ”

Japan and the east and Beijing, Taobao, compared to the electricity, is more near the user's access to consumer: face-to-face with consumers. It realizes the dream of Zhang----------------------------------------

Yunjie said that day and day shun the future is to do data logistics standards. "Bulky logistics is the hardest, do a large logistics, other categories will not become a problem." ”

"Other companies can make a strategy like Japan and Japan, but it's hard to achieve it," he said. Yunjie said that Haier built this system, began in 1996, spent 17 years, invested 30 billion or 40 billion yuan.

Up to now, the daily logistics in the country has 9 shipping base, 90 logistics distribution centers, warehousing area of more than 2 million square meters, the other set up more than 7,600 county stores, about 26,000 township stores, 190,000 village-level liaison stations. And in the country more than 2,800 counties set up a logistics distribution station and more than 17,000 service providers outlets, forming a warehousing, logistics, distribution, installation in one service network.

Ali "OPEN" logistics model

Hand Zhang, Ma Yun tried to Ali Group "open" logistics ecological chain to create a model.

2012 "Double 11" before, day and day Shun and the cat began to cooperate, was mainly for the cat platform Haier flagship store to provide logistics services. That year "double 11" period, Haier flagship store in the sky Cat pulled electrical Appliances City top.

January 6, 2013, Ali Group COO Zhang Yong came to Haier Group, and Yunjie meet, the two sides began to have an idea, will be Haier's marketing system and Ali group of the Internet system integration, the formation of "Real Net + virtual network" closed-loop system. February 27, the two sides again to consolidate the idea of negotiations.

This year "Double 11", Haier Group and the relationship between the cat a step closer: Japan and Japan shun for the Haier Cat flagship store to provide logistics services, but also joined the day Cat Logistics treasure, for other vendors to provide logistics services.

Yunjie revealed: "The whole of the Double 11, Japan-Japan Logistics has undertaken a total of 500,000 pieces of large logistics, the use of transport vehicles up to 70,000 vehicles (Japan and Japan Shun logistics a total of about 90,000 vehicles). ”

"The ' Double 11 ' is the equivalent of a real-time rehearsal," Yunjie said. The performance of the daily logistics let Ma Yun See, the best major logistics partners. ”

In the electric business logistics, bulky logistics, automobiles, medicine, cold chain, fresh is a few difficult to conquer the mountain, large logistics delivery demand is the most difficult. Yunjie said: "To conquer the problem of large logistics, Japan and Japan do not rule out entering the above other areas, the formation of more electrical logistics standards." ”

December 6, Ma Yun came to Qingdao, the end of a year of contact, try, Ali officially into the Haier electrical appliances.

At present, Haier Electronics in addition to channel business, but also includes some home appliances manufacturing business, such as water heaters. Over the past few years, there has been news that Haier Electric will be stripped of all the home appliance manufacturing business, the channel become hundred business. Yunjie said, "This is the established direction of development, but it will not be implemented until the time is ripe." ”

Ali Group investment Haier Electrical appliances, will accelerate Haier electrical stripping home appliances manufacturing business. After stripping, these may be injected into Qingdao Haier.

Facing the big Data age retail pattern, Ma Yun and Zhang need to break through. Together with Haier, Ma Yun can be a rookie logistics platform to create two things: one is a third-party service partner model; second, large data logistics standards. To woo Ma, Zhang also get a lot, that is, the new world outside the electronic manufacturing industry, that is, modern services.

Under this agreement, the most lost person should be Liu. Ma Yun and Liu dispute, can be understood as "open and closed" industrial chain mode of contention. Zhang Hand ma, open mode one more heavyweight chips