Take the innovative network trade routes

Absrtact: Ma Yun delivered a speech at the 2012 Net business conference on September 9, saying that Taobao traded less than a billion in 03. Today, Taobao's deal will break 1 trillion this year, the equivalent of China's 17th-ranked province's GDP. Meanwhile, Ma Yun's talk about the future of the economy

Ma Yun on September 9, "2012 Network Business Conference" on a speech, said in 03 Taobao trading less than a billion. Today, Taobao's deal will break 1 trillion this year, the equivalent of China's 17th-ranked province's GDP. At the same time, Ma Yun said to the economy, "the future of the economy is relying on like me, Hangzhou Normal University graduates of the people to do it, but by Tsinghua University graduated from the people blew out; At present, the support of the world economy is not foreign companies, but like us, small private enterprises. The following is Ma's speech.

Thank you for your trust, many people ran a long way to Hangzhou to participate in the Conference of the network business. I am also very ashamed, because originally I think is this year will not participate in the speech of the network business assembly. I think in the past ten years, after 10 years of dry, but did not expect to do more, the more trouble, in the past year, a lot of things happened to me on many issues have a new view, new understanding, so finally I said I still have to communicate.

I'm just a businessman who started a business earlier than everyone, a very ordinary business person, many are my personal views, personal ideas, may not be right. But each person's understanding is different, everyone's view is different, so I come to share my opinion.

Take the innovative network trade routes

The past few years have been good for me, for my colleagues, we have won a lot of the honor should not belong to us.

Everyone said: "Taobao development is very good, Alibaba developed very well, Ma Yun to do this thing is right, that thing is very good." "In fact, these honors do not belong to us, belong to this era, belong to everyone here, is your efforts to make e-commerce development so fast." Of course, we also got a lot of blame that should not belong to us, this is life, you have done, you have to bear all this.

I think that each of us should be self-aware. I've been thinking about it for a long time.

Because I think 30-year-old people to bear responsibility for others, you have to do anything, diligent, hard work, everything to do, to challenge, to do.

At 40 years old, you must understand what is the strongest, you do the best of your own, if you do the best, you will know that I can best serve others.

By the age of 50, you need to understand that your hope lies in the future and spend more time finding, finding and nurturing young people.

By the age of 60, you must remember where you have not been, which restaurants have not been seated, and you have to sit down. Everyone must understand, sometimes for the purpose of others, is for themselves, because you 30 years old efforts, 40-year-old efforts, 50-year-old efforts, can let you to 60 years old, can be assured that I can finally do something for themselves.

In fact, I think so myself: I feel older, sometimes, the company in the discussion, my head can not keep up with the pace of many of my colleagues. Many things, such as the rules of Taobao, I am sure that the people here, you are more than we Taobao many employees know more about the rules of the game Taobao. And Taobao a lot of employees, than I know more about Taobao game rules.

Of course, it's a good thing.

So the time is changing, the net trader must change, the net business assembly also must change.

Last night I came to the network business conference, I told my colleagues, I am particularly dissatisfied with the awards ceremony, I have never been so dissatisfied, is the worst I have ever participated in the award ceremony. Not the ritual, not the poor performance, but because I saw so many network operators, walked so many roads, prepared so long to participate in us, but our award-winning facilities so simple. A lot of people are very hard to get the top Ten Network business, he depends on what. Because I remember the day before yesterday when we finally determined who the judges were, we discussed the afternoon three hours, and finally determine what is he, not he, because each network is represented by a signal, representing the future trend, assuming we can only say that some so-and-so was rated as the net business, we applaud, come up to receive a prize on the past, All our efforts will be in vain.

Why is this phenomenon, the reason is very simple, because we're doing so well, nine years is going so well that we take it for granted, so I think if you don't do well, you should consider whether to change, but if you do it well, you have to change it.

So, I think next year's network business conference, we must have new innovation, innovation may not be good enough, but we have to take a new road, nine years, the world has changed, China has changed, the economy has changed, the network business has changed, if we do not change the network business, then we are still in usual, we will be very regret.

Taobao from 10 years ago the turnover of a billion, to 10 years after 1 trillion

I remember the first time in 2003 began to think about doing the Internet Business Conference, 2003 the entire Taobao transaction less than a billion. This year, Taobao fair over 1 trillion, changes 10,000 times times, the network from a concept to today into the landing, to today become China's main business force, in the change, affecting China. You know what 1 trillion is, all young people, this 1 trillion means China's 17th province GDP, China's total GDP of more than trillion yuan in the province of only 18, last year, the entire Shaanxi province's GDP was 1 trillion.

So I think everyone here, don't look at us small, but we can create miracles, should be a drum for everyone.

If we don't change, we don't see the world in new ways, not to know what we're doing, what we're going to do, then I believe that we, like any business organization, will become a rabble, just as any business representative does, if we do not consider the issue of intellectual property just discussed.

I also believe this: the Internet will become a true defender of intellectual property and a brand defender.

I listen below, why China has so many infringement cases of intellectual property rights, so many brands are hurt, why? Why don't we have a vested interest in branding and intellectual property?

In the past 30 years we have been imitating, copying, and Shanzhai, not all of us, and the small group of people with vested interest in these intellectual property rights alone. In the West, this group is very big, they also know how to protect themselves. I believe that many of the brands here today, we are building, protect our own brand, will become the trend of the Internet, so 30 years later, everyone here, you will be like many owners of intellectual property, to defend themselves, this is the times changed, sometimes time, a lot of things will happen naturally.

We are the Internet generation, I believe that China's economy must be changing, slowly change, but everyone here, when your network business to become the dominant power of China's economy, our economy will be more orderly, I firmly believe.

The world is really going through a lot of changes and the economy is getting worse. As you know, we say that the world is now undergoing profound and complex changes as a result of the financial crisis, the Troubles in Europe, the Troubles in China, and the world economy, according to the Prime minister. I think there is no most complicated, only more complicated, no most difficult, only more difficult.

After the 2008 financial crisis came out, we all find ways to explain the good annual meeting. And this year, I tell you a very bad news, the world economy will only become worse, we learn to adapt to this. Who first adapts, who has the opportunity, we can not return to the same glory as yesterday.

China must restore market economy and develop entrepreneurship

I remember that for a while I was talking to some entrepreneurs and everyone was worried and worried. Some people consider to emigrate, some feel that the economy is not good, we ask the government after 18, what kind of policy can make our economy better. I'm particularly saddened by what economists think of the future economy, and I say that the spring water plumbing duck prophets, if entrepreneurs are going to listen to economists, half of these entrepreneurs are dead.

Why? There's not a lot of really good economists in China, I think economists are first mathematicians, and he's very interested in mathematical models. Second he was interested in all of yesterday's stuff, yesterday all the data that came out of the summary of a business model. So entrepreneurs are interested in the future, and economists are interested in yesterday. And you let a person who is interested in yesterday to judge the future, this is sad.

I tell you, some people say Taobao Amoy data inaccurate, I told you, we may not be comprehensive, but we must be correct. You imagine the data is artificially collected, if the data is collected by computer, in fact, you have to change is more difficult, we live in yesterday to see today's problems can not solve these problems.

So I told the business people, I tell you a bad news, the economy will get worse, but tell us a good news, 10 years after the successful enterprise must be more than today, rich people must be more than today. But not you, you want to understand: if you go to the Economist, you will not succeed. Instead, listen to the consumer, listen to the market, because the market can decide the future.

From these aspects, I am particularly proud of the network operators here, you from the first day, with your own hobbies, interests, faith and belief in the future, so why today said the economic problem is getting bigger, I looked.

The first ten years of reform and opening up, China's economy to rely on the private sector, relying on policy, after 10 years by the foreign enterprises, the last ten years rely on state-owned enterprise, here to see how the civil enterprises today, have played the ground to find teeth, can not find a sense of direction.

Foreign companies can you rely on, Obama's speech the day before yesterday did not listen? The United States wants to restore manufacturing and create more jobs. It is unlikely that American companies, and Western companies, will be able to create jobs in other countries, but to start jobs in the United States, all the financial crises in Europe and the United States.

We think that if our state-owned enterprises were to expand one more times, how would you feel about the people here, so we have to think about these problems today and the three main players have problems.

The most important thing is that we also found the problem, the society appeared distrust each other, business also mistrust, we are not transparent.

China must return to market economy, and the dominant power of market economy is people, is entrepreneurship, Taobao and Ali today, we see the biggest strength is Taobao above 6.6 million sellers, see Alibaba tens of millions of buyers and sellers, these are the true entrepreneurial spirit, only to play these people's entrepreneurial spirit, creativity, This market economy is really up, we can no longer expect the policy, we can no longer expect capital, but look forward to their own innovation, to work.

This is the era of trust crisis, but also the era of valuable credit

Anyway, Taobao, Ali this year's experience told me, it is not easy. No one in this world is easy, everyone's challenge is far beyond everyone's imagination. Today's entrepreneur is easy, not easy; today's real estate business is easy, and then the rich peasant is not much better, today's people are easy, not easy, today's state-owned enterprises easy, not easy, private enterprises easy, not easy, foreign companies easy, not easy, the world is not easy.

This world is still a crisis of trust, who do not believe who. This is also a value, the credibility of the bottom line challenges of the era, who began to find ways to cheat a cheat on a, can catch a vote on a vote, can do a little bit. On Weibo, there are all the accusations that can be thought of in this world, and I believe that the appreciation of the people here is far less than the criticism of others. We all learn to blame others, all learn to complain, this is the worst of times, there is no way, false, absurd, more fabricated things, the faster, so this is a bad era.

But I also believe that this is the best of times.

In this age, I saw the power of the network business, see 80, after 90 power, people have not seen the face, light our market, you can sell 1 trillion, every day by credit transactions 15 million, this is the power of trust in this era, has not before.

I see the power of another trust, 70% of the network is willing to return all the bad products, this is the power of trust. I see a lot of people complaining, but I also see Taobao net merchants, Ali China's network operators, the most laborious, the most efforts to solve the problem.

In the Internet, we rarely discuss political issues, we rarely discuss economic policy issues, we all discuss our own issues. NET Shangxin not hard? Hard, who is not hard? The person who does not work is also very hard, but with hope hard that is happy, is happy, with the hope of sweat is fragrant, every evening, no matter how late, the network merchants heard the sound of Wang Jingle, you will immediately up, no one forced you, that is fortunate, that is happy.

The net trader understands that none of us is willing to change the world, no one can change the world, but we could change ourselves. It is difficult for us to perfect this society, but we feel that we can do well in perfecting our own family. Work harder every day, sell a little good goods, everyone accumulated a little more credit, our family will change, they will change, this is what I see hope and confidence.

I see the great creativity of the Web merchant, we can't make God. Seven, God Eight, God nine, we may not be able to buy a Mercedes-Benz, but I saw that there are two young guys incredibly online, Taobao bought a lot of parts, made a blue-Po Guineas, this is the power of innovation.

Everyone is saying how to expand domestic demand in the Chinese market, said the three or four-line city has no chance, we see three or four line city growth is 120%, many people say that the Northwest people are not romantic, because the data tells us, very romantic, you know, the whole China to girlfriend to buy bikini bathing clothes most provinces is which identity? is Xinjiang, Because give her is hope, say one day, we will go to the seaside, the world to you hope and others hope, is a very happy thing, no matter how tired you are.

So the net merchant today is the most hard. I am a Zhejiang business, I know that Zhejiang merchants are the most hard, the most efforts of a bunch, 20 years ago, 30 years ago, everywhere, as long as there are people where we are Zhejiang merchants, the night to work the latest, the first morning, the most difficult people, the most difficult business is our young network business groups, others busy complaining, we are busy to improve their , others are trying to deceive others, we are trying to build integrity, other people do not trust, we choose to believe.

Our most classic word is "pro".

"Pro", the "intimate" of traditional characters, is pro, and see, only every day to see the talent will kiss, not be able to kiss, net business holding regiment, network business and consumer communication, every night jingling exchange, this is the source of the pro. So we think stick to it, because we are very hard, but we are very happy, all the people work hard, you will always be rewarded.

I also believe in one thing:

The future of competition between countries is not how many people you have, how many people I have, how much land do you have, how much land I have, the future of the country and the competition between countries, is how many netizens you have, how many netizens I have, how many netizens you have, the quality, the ability to apply, the quality of my netizens, the ability to apply, The competition between the country and the country is not how much competition the enterprise has, but how much competition the net trader has.

I am more convinced that the competition between future entrepreneurs is no longer the first to master policy, who has money first, who has more capital, or who has a father named Li Gang, the competition between future entrepreneurs, not the Diploma of competition, the future of the entrepreneur competition, is the credit competition, who credit the better, who will succeed.

The competition of future entrepreneur is not the competition between Peking University and Tsinghua. How many graduates from Peking University and Tsinghua University are here? How many of them have graduated from Hangzhou Normal University like me? The economy of China is supported by the people of our Hangzhou Normal University. China is impossible, at least not today, to manage the elite. Thousands of people with primary, higher education, we are affecting the world, we will really create countless jobs.

The problems of the United States today, three years later will become China's problem, the United States today to solve the problem of employment, China three years later will also encounter employment problems, to solve the employment can no longer expect the state-owned enterprises, can no longer expect foreign companies, but look forward to the real small and medium enterprises, master the Internet technology ideas of the network

So I am confident and optimistic. This is a much more confident speech today than it was nine years ago. Nine years ago we said we were going to create an era of Internet business, and today we can say that we are stepping into a truly great internet age. From 1 trillion, we are advancing to 10 trillion, we are the new economy this time the first batch of immigrants, in this soil, integrity, openness, transparency, and sharing into the value system we believe in, because only in this way, the network business can become China's real positive force of progress.

So look forward to everyone, we work together, we are not hiding in the dormitory every day against the computer dozen kittens, one day, our world will be because of us and wonderful, and proud, so look forward to common efforts, 1 trillion is just the beginning.

Alibaba's future focus on e-commerce development trend

For Ali, I think everyone here wants to know what will happen to Alibaba in the future. First of all, Alibaba is not a great company, and never thought to be a great company, we say we aspire to greatness, but we are too far from the word greatness. We are just an e-commerce company, but today we have felt that we are not engaged in e-commerce, of course, we leave E-commerce, we are nothing, we hope that we are doing is that we carry the hope of countless people.

On this platform, we find that with everyone, we can influence the Chinese economy, can affect the world economy, on this platform, we see countless network business, ourselves and the hope and confidence of the family, we firmly believe that, the last century, a business you seize an opportunity, you have the possibility of success, seize two or three times, You may have been very successful, but this century, you want to be a truly lasting success of the company, you have to solve the social problems, China's social problems in the economy above the problem is the employment problem, and the problem of employment is small and medium-sized enterprises, and the problem of SMEs, we must use technology and ideas to arm them, The net trader will represent the emerging, real power.

We are particularly honored, although we do a lot of things are not perfect, and not good, but we enjoy. In other words, we are good, because this is good, we will continue to do. Some people say that Alibaba Ma you have so many famous sayings, and often stand in the high standards of morality to ask others. But, in fact, no one is willing to stand on the moral standards, who do not want to be godfather, I think when the godson is very good. We know our responsibilities and pressure, we are more thankful that all people trust in me, do not perfect, but I believe we will have the opportunity.

In the next few years, we will focus on several important trends in E-commerce

First, small is beauty, Small is beautiful.

This conference, we see Small is beautiful. A few years ago I went to Japan, a very small shop, the door hung a card said the shop was founded 147 years. I was curious, I ran in to see a pastry shop. The old lady said: "We have opened this shop for 147 years, is two couples, a child, the Japanese king also bought our cakes." "She is filled with a particularly happy smile, I believe that the assumption that enterprises you want to do is like doing big more happy." In Chinese culture, it is better to be a chicken and not a cow. Chinese culture, Oriental culture, to do small business more flavor, the future of enterprises, small is the United States, small and better more critical, more flexible.

So in order to be small and beautiful, we Ali within the company made a decision, we will launch a double million strategy.

What is the double million strategy, we will fully train 1 million annual turnover over 1 million online shop. Some say I want to do 1 billion, good, we support you, clap for you. But our play is to help 1 million, because we believe that an annual turnover of 1 million of the store, he will be able to invite two to three people, so that we can solve more than three or four people's employment opportunities.

But we think the enterprise to do super big, is a metamorphosis, is not normal, do general is a normal system, as people grow taller than Yao Ming, it was not normal. Grow my stature, also on the lower side, generally 17-meter normal. So Chinese enterprises, this scale is the most flavor, the best, as long as you long, small business because you are happy, because you are good this mouth, you will have constant innovation.

The second step will be to vigorously promote our original in the consumer circulation

We will be from the consumer circulation inside into manufacturing, and then into the third step of lifestyle changes, we will be a full advance from the company to C2B, must be flexible customization, really for consumers to solve problems, real personalized manufacturing. This will be achieved gradually in the next three to five years, whether we do or not, this is the inevitable trend of society.

Third trend, we must establish a harmonious relationship between consumer and manufacturing.

I am particularly opposed to price wars, the price war not only hurt the business, but also hurt consumers. So do not make money enterprises, in the future is difficult to survive, we hope that we protect the interests of consumers, can really do business to earn money. Businessmen do not have money to earn, he is impossible to continue the development of our future to fight is the credibility of the future to fight is the characteristics of the future to fight is the service, and can not spell the price, spell price is the last century, we can not use this method to play.

Alibaba's three-step strategy

Based on these trends, Alibaba Group will be divided into three major business.

The first piece of business is platform strategy, which we call internally seven companies

For the seven sword under the Tianshan Mountains, Alibaba's foreign, Alibaba's domestic, a Amoy, Taobao, cat, Poly cost-effective, cloud computing, we call the inner seven swords, the establishment of platform economy, for all small enterprises to build a platform for the opportunity.

We will transform ourselves, starting January 1 next year, the entire Ali group will transform itself. We will have our own direct face to consumers to support the network to face consumers, it is difficult for us to directly face hundreds of millions of of consumers. Because we believe that the network operators here, you are no less than us; your love for consumers and customers is no less than us; your understanding of customers beyond us, we should not make a lot of policy, on the contrary we should give you the tools to help the network growth, so that the network operators to better use the best tools, services to serve good consumers. This is the big reform that we start next year.

This reform will bring a lot of pain, but I believe that no network operators do not want to have their own customers, no network operators do not want to know whether the customer's experience in the end good or bad, how to sustain these customers, we feel that a country's economy, should be ceded to the entrepreneurial community to do.

We think that the future of the economy of Taobao should be left to the network operators here to decide, rather than we to make decisions, so please, we work together.

How to let the honest net merchant rich? Our second stage is the financial

Deng Xiaoping said let some people first rich, we hope is to let the integrity of the network business rich, Alibaba really want to let credit equals wealth. A few years ago at the Internet business Conference, we said we called on banks to give full support to small and medium-sized enterprises, but banks have their own difficulties. Who has no difficulty, all have their own difficulties, their model is difficult to let them really to serve the network business, service good small and medium-sized enterprises. So Ali is ready to advance here, not because we want to make more money, but we feel that in this era, we need to use the Internet and Internet technology to support the entire social future financial system reconstruction.

In this financial system, we do not need to mortgage, but we need credit, we do not need relationships, but we need credit, we do not need you to make how much money, but we need you to do for customer service. Two years of experimentation tell us that nearly hundreds of employees have completed loans to 150,000 companies, with an average loan of 47,000 yuan per enterprise. This is just the beginning, we will use the best technology to evaluate credit, so that the present and countless network business groups, because you are China's hope and future, hope for the future, we have made only efforts and help. Of course, helping everyone is also helping us, we do not want to lose money, we will not be at a loss, it is immoral to make no profit.

The Alibaba organization organization meeting, we made it very clear that we make money is to do more and better things, today we have crossed the money to prove their own era, everyone here, you still in this era, I understand, make money is not wrong, no sense of shame, do not make money, business enterprises do not make money, that should have a sense of shame, You should do the public good better, of course, do the public good also have a commercial approach, I have always believed that the public welfare mentality, business practices, to make money, you must public welfare mentality, to have a public interest mentality, you have to business, the only way to cooperate, you have to walk long, long.

So our second stage is finance.

The third phase, the data

I am in the company for Alibaba 10 years after the dream to feel excited, proud. It is not easy for us to do business in China. A few decades ago, many people in the fishing village took a ticket to the sea, do not know whether there will be torrential rain, do not know where there are fish, so we see a lot of Shing the coast. Many people in the sea also 10 nine dead, how to help the people in the sea, entrepreneurial people better. We feel that the data will change and we want a lot of data for the country to make a weather forecast.

A Wenchuan earthquake killed more than 80,000 people, the whole country for this grief; a financial crisis, a financial earthquake, tens of millions of families affected, we only regret this. Natural earthquakes are hard to predict, and predictions may not necessarily tell you that economic earthquakes can be predicted. A lot of data can tell us what is happening in the world economy, what is happening in China's economy, suppose we also have a weather forecast Taiwan, to the national macro, to the local government macro, to the main institutions macro-guidance, I believe that many people who go to sea to bring reliable. If we set up a GPS for each small business, a radar for each ship, I believe you will be more confident when you go out to sea, the mortality rate will be greatly reduced and the data would affect the world.

We do not want to occupy the data, if the data is not used to share, the data is a bunch of numbers, no meaning, here for ourselves, and for our next generation of businessmen, we must think about these problems, and starting today to work, do not fear what you lose, What you are afraid of is that what you give to others is false or not to others, so this is the three stages, platform, finance and data that we are going to develop in the future.

Finally, I would like to apologize to all the Internet operators on behalf of Alibaba Group

I mean it, we didn't do it well enough. Last year mall events last year a series of things we have our reasons they have their argument. But Ali can do better in many places, and apologies for the lack of experience.

A few years ago is also the Internet business Conference, I said Alibaba today is missing not engineers, not service personnel, not product manager. We are short of economists, psychologists, sociologists, anthropologists. We do not have the experience to make the policy, our average age is only 27 years old, by many young people's policy, affects hundreds of millions of people. Now every day Taobao's single daily visit is over 100 million, the equivalent of five people in Shanghai. We said that registered users reached 600 million, 1% of people are dissatisfied, we have 6 million people are dissatisfied, 6 million people, 1% are not satisfied, we have 60,000 very crazy every day dissatisfied people.

Not that I do not want to, and indeed lack of experience, Xiaoping said 30 years ago, stones, we today, the network business under the river, not even stone. Not to say that Ma Yun today to find excuses, no excuses, these problems will be solved, but the solution is not me, not us, but Taobao people, is our common people. I believe that can solve it, I am also particularly grateful to all the network operators for Ali Group of Understanding, trust and support.

Every time I communicate with customers, I am extremely moved. See this some moved, let us be full of confidence in the future, see these network business groups, I think Ali even more wronged wronged also should carry the past. All wronged injustice will use time to prove, today by so many people complain, is also a kind of happiness. Of course, we hope that the network will be able to put more goodwill, constructive advice, can communicate with us, we must improve it.

The last thing I want to say is please take care of yourself, because it's really hard. In the most difficult times, we are doing the efforts that our predecessors have not done. We are not understood by the parents, the society does not understand, by our most trust does not understand, but we insist on, and then adhere to five years 10 years, the network business of the economic experience from today's 1 trillion to 10 trillion, to that day, we not only changed their own, we have affected this era, the future of the game, is the network of business, whether you believe it or not, The man next door is already in action, he works harder than you and knows how to accumulate credit. So take care of the body, in good health situation, try again, thank you.