How to do intelligent logistics

What's the matter with intelligent logistics? The problem in the logistics industry there are many ideas, however, Ma Yun and his rookie network gave a most direct answer: first of all, to "square" as a unit of land.

In Ma's vision, the rookie network to use the Open Data application platform, in Zhejiang, Tianjin, Sichuan, Guangdong and other eight-node cities, with 5-8 years to build a support daily average of 30 billion (annual about 10 trillion) network retail sales of Intelligent backbone network.

The plan soon hit with local governments, and a large number of logistics industrial parks, which are based on rookie networks, are included in government planning, a natural combination of GDP and the Internet.

The troubles of "rookie village"

Zhang Jiamin, 58 years old, sits idly under a tree under his own turf, and he sighs at the sight of a large, overgrown vineyard. After the house is a large-scale new buildings and industrial plants, in bursts of noisy cicadas, it is difficult to maintain the past quiet.

Zhang Jiamin's troubles came from a piece of news from an old newspaper in the house:

"In May 2013, Alibaba announced the signing of China e-commerce New Town Project Investment Cooperation Agreement, the agreement agreed to land a total area of 1500 acres, the total investment plan of 15 billion yuan, two years to complete a project construction and into operation, within five years to complete the overall project development." ”

As a rookie network landing the first stop, Alibaba plan in Jinhua to build a covering the whole of Zhejiang node base, Zhang Jiamin is the Zhang Zhai Village is rookie first phase of the landing site, and is soon to be included in the scope of land acquisition, the project involved more than 600 acres of soil, which means that the entire village to relocate

In the outside world, thanks to Alibaba's big investment, Zhang Zhai village is a veritable "rookie village." But generations of farmers are not familiar with the rookie network, the only one they have ever heard is Jack Ma, and that Alibaba is a world-class consortium.

Soon, the roar of the excavator broke the past calm, Zhang Zhai Village village before the hundreds of acres of grape seedlings, rice was uprooted, and was repeatedly crushed compaction flat. At the same time, there are working groups to carefully measure the size of their courtyard, even height to be measured. After the working group left, Zhang Jiamin wanted to try another season of rice in the summer, but was soon to be pulled out again, and he was told that the two-phase project, the Alibaba rookie network, had been planned to levy land that was not allowed to grow, and that houses could not be rebuilt or rebuilt.

In the strategic intention of the entire rookie network, located in Jinhua of this 1500 acres of land, will build the entire east China's largest intelligent logistics backbone network. At the same time, Jinyi metropolitan area is a new city which is focused on the development of Jinhua, and it is urgent to introduce key projects in the e-commerce New town. So the two sides hit, in a short span of 3 months completed the land levy.

Zhang Zhai Village Committee director Hu Yuejin told the IT Times reporter, in the Jinyi urban new district construction planning, Zhang Zhai village near the block has 1200 acres of land to levy a move, of which 600 acres of land sold to the rookie network. In the subsequent planning, the land will be given to the three links, China post, mobile and other enterprises. "At present, in accordance with the price of 36,000 yuan/mu of compensation, and the relocation room in the construction of the future will be in accordance with the existing building area of 1:4.3 of the proportion of compensation to meet the conditions of the villagers." ”

Although the outside world as "rookie village", but in Zhang Zhai village villagers eyes, this symbolic name can not be equated with the livelihood of the future.

"We will not e-commerce, now without land, the next days how to live?" Zhang Jiamin worry, he has only 4 acres of land, get 36,000 yuan/mu of compensation, the first time to pay Social security, now left limited. The other young people in the village went out to work, leaving only the old to stay, and the villagers who had been farming for generations were somewhat conflicted about moving to the next building. One side, a more than 60-year-old villager, said with concern, "Now that the factory is young, we are too old to work." ”

The Great Leap forward type of construction

In Jinhua's map, Zhang Zhai Village is a remote location of a small point, distance from the nearest urban area is more than 40 kilometers, roads along the road are full of rice green fields, and occasionally only after one or two buildings under construction industrial park. Drive from Jinhua railway station, nearly one hours by car, only to see the road side of an inconspicuous blue signs marked Zhang Zhai village. Walking along a path, the village was a small one with more than 500 people.

At the end of Zhang Zhai Village, a path separates the village from the site. Not far is the construction of Alibaba is the first phase of the project, the site is the initial civil engineering, basic storage steel structure has been set up, next to the Alibaba block matching 500KV high-voltage Power distribution station is also in the positive transformation, farther is already near the end of the construction of the relocation room and commodity property.

According to Alibaba's plan, rookie network in Jinhua total investment reached 10 billion yuan, land requisition 1500 acres. First phase of the project to use 669 acres, planning to build a new logistics warehousing base, E-commerce and creative design and other related industrial cluster office facilities. Reporter from Jinhua jinyi City New District Management Committee to produce a document to see, currently Alibaba has completed investment 100 million yuan, this year plans to invest 800 million yuan, and to complete 110,000 square meters of plant and dormitory building, in the "Double 11" before commissioning operation.

"Jinhua base is a model base of the rookie network, after the completion of the domestic other bases will replicate this model." Jinyi, Vice Minister of economic development of Du Huaqing new urban New District, introduced the reporter.

According to the previous plan of Alibaba Group, rookie network in the country to establish 8 first-level nodes, 16 two-level nodes, 32 three-level nodes, once the network is formed, these warehousing will be in the form of charges, providing storage space for the cat and Taobao sellers and other electric companies to use.

Jinhua is one of the most important core base of the rookie, local city leaders even every half a month to visit the site. From last June to the end of the year, in just 6 months to complete the clear representation of the relocation, listing auction, the commencement of a series of work, the process of the Alibaba side is surprised.

"The progress is the most smooth, fastest, rare in the country!" In an internal meeting, Ma Yun praised the progress of the park. In fact, the rookie in the country's eight-node network, Jinhua is one of the few cities that can come up with such a large land at once.

The IT Times reporter learned that in the Alibaba phase One project construction project, in April this year, the local government completed the mountain processing and land formation, as well as communication lines and 110,000-volt high-voltage tower migration, but in the project table is required to complete the end of September this year, 220,000 square meters of electrical storage room construction and acceptance, compared with the Beijing-east, Suning and other electric dealers progress, rookie speed can use "Great leap Forward" to describe.

The question of "the road goes Awry"

However, not everyone agrees with the rookie model.

Not long ago, the Ministry of Commerce E-commerce Deputy Inspector Nielinghai openly to the rookie's development path raised questions. He said that the rookie network built logistics base to build warehouses, "because the temptation, the local government too much attention to E-commerce, give him a very cheap place", rookie Road "went awry."

In spite of the pre-IPO silence, Ali responded to the accusation. Alibaba Group chief market Officer Shuai issued a micro-blog response said, in the National Logistics Center region to build warehousing centers, building connectivity to the national high standard storage system is supporting the intelligent backbone network of the "lower body", this lower body, the "lifeblood", really lack.

"The penis" is important, of course, but it's really cheap.

In order to attract the rookie network such star project, the local government granted special preferential conditions. "It Times" reporter from the Jinyi Urban New Area Management committee learned that the local industrial land prices on average about 400,000 yuan/mu, if the price to calculate, Alibaba in Jinhua 1500 acres to pay at least 600 million yuan of the cost.

Relevant data show that October 2013, Jinhua Cloud Networking Technology Co., Ltd. was established, the legal representative for Alibaba Group and rookie network COO Dong Wenhong. China Land Market Network trading bulletin shows that two months later, it to a total price of 75.0169 million yuan, access to the Jinyi metropolitan area of 51.43 hectares (equivalent to 771 acres) of storage land, the average price of about 97,200 yuan/MU.

But the same industrial land, in the Alibaba block next to a company invested 18.1 million yuan price, but only 3.77 hectares (equivalent to 56.55 acres) of land, about 320,000 yuan/mu, which means that the price of the land of Ali is lower than the normal price of 2/3. If according to this average price estimate, Alibaba in Jinhua put in use of 1500 acres of land, only need 140 million yuan to win.

At the same time, a local official said anonymity, the original Alibaba Group plans to take 2000 acres in Jinhua, of which 1500 mu for the construction of rookie logistics, and 500 acres to do commercial real estate development, but because of the government's internal opposition is too big, the end can only be abandoned. "Next to the commercial land price to 1.05 million yuan/Mu, Ali with so low prices all of a sudden take so many, and then engage in commercial real estate development, is not turned into fried land?" Have a bad influence on the outside world. ”

In addition to Jinhua, a year, rookie network to the trend of lightning in all parts of the country to lift the climax. In Wuhan, Hubei province, Guang, Jin Kou Street, April 26 this year, "Wuhan Chuan Yunjiangxia Networking Technology Co., Ltd." to the total price of 94.95 million yuan, the average price of 237400 yuan/mu of the cost of formal access to 400 acres of land here.

Compared with the preferential policy of the Jinhua government, Ali did not get much care in Wuhan. In the happy village next to the rookie network, General Motors in January this year, respectively, with 20.9 million yuan and 26.15 million yuan price, took the area of 6.66 hectares and 8.45 hectares of industrial land, the price of about 207,500 yuan/mu, the price is even more than the rookie network is still a lot lower.

In Tianjin, in the third quarter of 2013, the first phase warehouse of Alibaba Logistics Park in Wuqing was built, which added 100,000 square meters of stock to the rookie network.

The silent counterattack of "tee-up"

The ambition of a rookie network is not just to build a warehouse.

2010, Ma Yun shares of the same logistics completed to the Huitong Express 70% of the equity acquisition. The move was seen as an important complement and backup to Alibaba's "cloud logistics" strategy. The so-called "cloud logistics", that is, through the online platform, integration of decentralized social logistics resources, and the implementation of the order based logistics "range list" and "delivery" services. Now, it seems, Ali "cloud logistics" can be regarded as an intelligent backbone of the superstructure, a lot of "Skynet" (and "ground network" relative, the cat led the lead with the major Logistics Express company docking data platform) of the embryonic. The role of Alibaba in this is the Web platform designers, as well as the cloud data interaction Builder.

December 9, 2013, Ali of Haier electrical appliances under the Japan-Japan logistics investment of HK $1.857 billion, jointly set up joint ventures. Haier day by day the bulk distribution, especially the last kilometer of large distribution capacity in the domestic leading. Data show that, after more than 10 years of development, day by day Shun in the country set up more than 7,600 county stores, 26,000 township stores, 190,000 village-level liaison station, as well as in the country more than 2,800 counties set up a logistics distribution station, layout of more than 17,000 service providers to solve the three or four-tier market distribution problems

June 12 This year, China Post Group and Alibaba Group signed a strategic cooperation framework agreement in Beijing, the two sides will cooperate in the field of logistics, electric business, finance and information security, and build up the backbone network of intelligent logistics. It is understood that. Through this network platform, the post in the country's a hundred thousand of outlets will be fully through with the rookie network, and open to social logistics.

Frequently with these well-connected logistics boss cooperation, rookie network obviously did not put the hope of success in those and the electricity merchants hug the most intimate private express enterprise. Rookie network in 2013, the beginning of the first, in tact, Shun Fung, Qualcomm, Yun Tatsu, shentong each capital contribution 50 million, accounted for 1% shares. The slogan is to be with the rookie to create an open, shared, socialized infrastructure platform, through the establishment, construction, cooperation, transformation and other models, in the whole of China to form a set of open network of social warehousing facilities.

In fact, "tee-up" is not buying. "Our ideas and solutions are completely different. Chen Dejun, chairman of Shen Tong Group, has openly said that the money is "face to face". But in addition to the 50 million, he said he would not invest again. With the Zhejiang merchants, Ma Yun also did not give Chen Dejun face, in last October shentong 20 anniversary, Ma Yun did not even show up.

Soon, the industry out of the news, "a tee up" holding a group of deep industrial chain, 200 million yuan investment in the Bee Network platform recently officially on-line, of which "one tee up" four express companies accounted for 25% of the shares, Chairman Yuken Tong Chairman Yuweijiao, director of the board by the chairman Chen Dejun, Yun Tatsu Chairman Nietengyun, the Chairman Raymesson composition. The Bee Net announces the main focus on four aspects: integrated express upstream and downstream investment, including Intelligent Express, Internet, cloud and so on, for the community, campus and public places to invest in Intelligent express cabinets, occupy the end of the integration of Cross-border electricity courier resources, for "three-link" to build a centralized procurement platform, access to a huge bargaining power.

It is not difficult to see that the start of the Bee network, in fact, is "three-up" to the rookie network of the game, and soon have substantial action.

In the first phase of the Alibaba building warehouse next to, Qualcomm, Yuantong, Shentong also have circled the land, and set up their own logistics base. Among them, China Tong plans to invest 180 million in the construction of Jinhua, including comprehensive building, electric business start-up Center, express sorting workshop, such as the Zhejiang headquarters base. And Shentong and tact are also planned in Jinhua construction, including warehousing Logistics Center, Express Transit Center, including the Express transshipment center in Zhejiang, is expected to complete construction within the year.

This can see the rookie and "tee one up" differences. Chen Dejun said that the future of the center of gravity in their own logistics platform, rather than rookie network, will not and rookie network share warehousing.

Ali-Type "Wanda Plaza"

In the rookie's own description of the business model, the core profit will not come from rent, but "skynet" large data services, in particular, through data and information services to help their customers continuously reduce inventory and network distribution, to help express delivery enterprises to achieve the fast forward of the goods.

But it also acknowledges that commercial projects will be set up when the logistics storage Park lands, and that tenants are encouraged to open O2O experience stores in the park that resemble flagship stores. Specifically, is the hope that the platform within the merchant, especially Taobao mall within the small and medium-sized sellers can come to this rental library, open shop and even life. Then attract IT companies to provide software services for businesses to come here, until the formation of a complete electric business ecosystem.

"Rookie network is essentially property development." "The head of a logistics consulting firm that once offered a solution to the rookie network told the IT Times reporter really want to build an intelligent backbone network covering the whole country, do not need to circle so many, the existing logistics network and information resources are fully enough, just need to integrate information platform and logistics network.

The source told reporters that the current industry is facing a common problem is that because commercial real estate is very scarce, many enterprises find another way, by the name of logistics real estate in the national enclosure, but the lack of follow-up development planning led to the situation of land idle is very serious, so there is the former text of "go awry" said.

In the novice network to the storage core as the driving "Earth Network", its business model in fact and Singapore, Fung Tree Group and other professional logistics developers are not much different--in the enclosure to build a good logistics warehousing, attract logistics, electric business and other enterprises settled into the formation of E-commerce as the core of the CBD business circle.

But a key problem is that the logistics real estate itself relies on rent for a longer period of return, generally need 8-12 years. This also gives the electric commerce Cross-border to enter the real estate's rookie network to raise a key question, such long period of return how should support the net business model?

"The core of the GLP and Fung Shu Group is not in the rental service, it relies on the capital of foreign capital market to take down the logistics Plate project, the aim is to pull up its own valuation in the capital market rapid expansion, essentially is capital-driven." The person told reporters that in a sense, the rookie network is also Ali in order to increase the IPO on the weight of preparation.

DTZ, director of the China Industrial and Logistics Real estate division, said Su Zhihuan Rookie mode is the logistics of real estate often take the "light-heavy-light" development model: from the developer in the domestic purchase, self-built logistics warehousing, rental to obtain a stable cash flow, to foreign markets through the capitalization operation, the cash flow to marry the capital market do long-term hold, This pattern has been basically ripe.

On the other hand, because the local Government attaches great importance to the concept of E-commerce, the electric business enterprises to take the land than the pure logistics developers easy, many electric dealers thus lion, take down significantly more than the land, which means that they may be transferred to the future logistics real estate.

In this inevitable trend, the biggest problem in the future is that the electricity business apart from this part of their own, the rest of the land to do market-oriented logistics real estate.

"The market-oriented ability of electric business enterprises is still to be considered, after all, they pay more attention to their own electric business." and logistics real estate is not only the electric business, more users are international third-party logistics companies, may be seaborne, air freight companies, and basic with the electrical business is not amorites. If they want to truly enter this field, how to do the market is to be carefully considered. "Su Zhihuan said.