Nothing Intelligent Logistics only enclosure

Ma Yun retired 18 days after the comeback, combined with silver Taihe Fosun and several large companies, set up a rookie Network Technology Co., Ltd., do intelligent Logistics backbone network. Mr Ma's flip-flop usually does not show any surprise, as it has become commonplace. 18 days ago Ma also vowed to say that life is his job. Less than six months ago, he also firmly said, Ali resolutely do not do logistics, and ridiculed the construction of the logistics of Jingdong, that such enterprises must die. Today, less than one months after the comeback of Ma, but also made his own once said firmly do not touch the logistics.

Ma led the formation of this name for the rookie of the company, claiming to invest 300 billion, 10 years to create an intelligent backbone logistics network, daily processing of 30 billion yuan market value of goods, processing 10 trillion yuan market value of goods, the goal is "let all China in any one region within 24 hours of delivery must reach."

Rookie of the big shareholders have days of cats, Silver Thai, Fosun, Fuchun and other 4 companies, a total of 95% of the shares, there are express industry, and so on a three-year and so on 5 enterprises, each accounted for 1% of the shares. From the structure of the stock is very clear, from a financial perspective, the backbone of the network to see the benefits 8 years later, built within 10 years, do not know in the long term no benefits, which company is willing to endure so long without return of huge investment.

In many people's eyes, logistics is a warehouse, but the actual logistics is a fairly broad concept, this is a huge system, the warehouse is only one of the hardware, but also need traffic and management systems and other conditions in the back support, more need a lot of software to play a synergistic effect, to reflect the efficiency of logistics. In the United States and Europe, where the population is several times smaller than China, the logistics industry has developed over the last hundred years and has seen giant companies such as UPS, but none of the countries that can bring the problem to a successful conclusion.

Moreover, the logistics industry and other industries are not the same, not a lot of investment will be able to see the effect, but the need for long-term experience in the actual operation of the accumulation and infrastructure to improve the size of the effect can occur. With China's large and vast population, a country with lots of people, say 300 billion, even if you add a 0 to the rear, you may not be able to achieve the goods within 24 hours of any place. Because even if you build a good warehouse, the road does not give force, management ability to keep up, or equal to 0.

Of course, Ma Yun did not forget this time to name the new project as an intelligent backbone logistics network. What I want to say is that in China, in addition to smartphones, in the past few decades, anything called "smart" can not be banned, smart buildings do not save electricity, smart home is not environmentally friendly, smart cars are retarded, intelligent traffic congestion. Give ordinary logistics a smart name, nothing more than to get a good gimmick, no practical significance.

The so-called intelligent logistics, nothing more than the hope that the use of internet-based user consumption data, the distributed warehousing to do more reasonable, with the data in advance to predict a certain area of the general demand for a commodity, optimize logistics configuration, reduce logistics costs, enhance logistics experience. This will not be built in the short term, but a capability that requires long-term operations.

This thing Jingdong Mall has been doing, regardless of intelligence, the country's hundreds of cities in the logistics to do first, and then slowly improve. Always have to have a mobile phone, there is a function machine, then the smart machine, and the rookie of this intelligent logistics, it is like to give people a sense of castles in the castle. You do not have logistics, you will not exist in the intelligent logistics, this is not the pace of the problem is not big, almost from beginning to end is in the nonsense.

Ma Yun is in fact still in the cheat, but this time the object of the flicker from Taobao "Pro" turned to another group of people, shareholders, local government and express company. First, the land that the government will surely give the Fosun and Yintai, such as the real estate background of the company pulled in when the alliance, and then with a large to the local government excited investment, to the local government to the policy to the land, the warehouse built, and then fooled Express delivery company from his goods, And he will take part of the benefits from the Express company, from the storage property appreciation Premium.

Over the years, Ma Yun has done logistics, but failed, but also has invested in express company, but even the boss can not find. In fact, Ma Yun's business logic has not changed for more than 10 years, the core is to engage in similar commercial real estate projects, grasp the entrance, occupy the referee and the highest ruler position. He's the one who organizes the site, lets everyone do business, and then he pulls the proceeds. As for the participant is to earn is a loss, and he has nothing to do, anyway, how the loss also lose to his head, because he did is a steady earn not compensate for the sale.

As for the followers, Nature also has to give them some sweetness, the use of highly efficient land industry, will certainly not endure up to 8 years of sustained investment and no return. This is in fact not a problem, there is a place for logistics, there is a place to build a house, built a house can sell or rent out. Who says there is no long-term output, not only, but also large output.

The next 10 years is the key period of China's urbanization construction, the government will devote a lot of money to this work. A large number of agricultural hukou to become urban residents, there is bound to be based on domestic demand for economic development momentum, there will be more social demand for the flow of goods. At this time, Ma Yun picked up the rookie to enter the logistics industry, what to do in fact not difficult to imagine, it is just want to stand in the town of this windy tuyere, let oneself occasion fly up, but this is not a technology game, not with full of scientific and technological sense of "intelligence" link up, this is only a capital game, can be called "Enclosure movement."

Of course, Ma Yun himself on this game is not very sure, do not know the local government will not buy, do not know the shareholders of the patient in the end how big, do not know whether the express Company will accept its incorporation, to contribute to its income. As a result, his personal Yunfeng fund did not invest a penny, only by the cat more than 2 billion, the remaining 2.8 billion all from external investment. He had to tie all these capital together to make a huge effort. And he is a capital beyond the capital of the leader, like the emperor, won him to follow the profit, lost he is not responsible.

Ma Yun's scheming ah, business mind ah, refers to the ability of East dozen West Ah, to manipulate the values of the capacity Ah, is really the majority of people's cultivation for several lifetimes also do not come. This is definitely the highest rating for him, he understands.

The first time to understand the latest Internet views, please open the micro-mail click-Friends-Add friends-search number input Gejia021, or scanning the bottom of the two-dimensional code.