The establishment of rookie network: based on logistics, the key is big data

Ma says it takes eight years to build a network of rookies, but it seems estimated that it will take at least a decade to consolidate platform and logistics information so that all couriers use the same system to work right now. Exciting but also a bit like a fantasy. Therefore, no change in the current pattern of the industry, we still hard skills to good internal control to meet the future of the huge dream of it.

Today, Alibaba, Intime, Fuchun, Fosun and the three links held a press conference to announce the establishment of a rookie network, the backbone network of China's logistics. Because I recently been a courier for a courier company, so many people ask me, some people say that Alibaba to self-built courier company, and some people say that Alibaba is taking the opportunity to circle, people do not understand Hey smile that Jack Ma's move Spike Jingdong logistics, known to know what people say Xuan Hu said what kind of world network. One day outside, I saw the discussion of the matter, and Alibaba himself said the fog did not say why, and Ma's speech over and over to two points, the first point is to express the future development, The second point is that we want to improve the quality of express delivery.

So, Ma in the end to do what?

Logistics: Ali dominate the foundation

E-commerce competition is the price competition is the user experience of competition, Jingdong Suning easy to invest generous self-built logistics, you can see the user experience has been greatly improved, and now many people mentioned Jingdong, will first respond to fast delivery . And in this respect, Alibaba's user experience has been poor, because Alibaba has been building a platform that has thousands of businesses, Ali can not build their own logistics can not ask the merchants must use which logistics, because this is with Platform concept does not match. We know that there are ten express delivery companies in Taobao, namely EMS, SF, Stone, Tatsu, Zhaopin, every day, among the ten courier companies, EMS and SF less people because the price is too expensive, other courier The company's service quality simply can not be compared with self-built logistics Jingdong Suning, the complaint rate remains high, open any courier company official microblogging below, all condemning a, which has seriously affected the Alibaba user experience. Alibaba is currently the absolute leader in the electricity supplier, in order to continue to maintain hegemony 10 years later, then improve the logistics has become the top priority. In the end how to improve it, Ma said today he pondered this matter pondering 5 years.

Alibaba had engaged in a few years ago the concept of large storage, that is, the establishment of warehouse, Ma Yun all the seller must assume that the delivery must be through the Alibaba warehouse, centralized control through the supply courier company, if you do not do well, I will not let You made it. But this matter made a year to lose a lot of money can not go on, why, because Ali's business depends on what goods should be put in your first warehouse in Ali, time-consuming and laborious, I store their own delivery more convenient. It can be said that Ali's warehouse is contrary to its own platform concept, can only stop. Ali also tried to invest himself in the courier company, which was later starred in the famous failure case. Ali wanted to establish its own regular regulars for logistics through Starbucks. However, Chen Ping disappointed Ma and it was not much said.

That back to today's rookie network, really like the netizen said Alibaba built their own courier company? Of course not, of course, first, Ma said conference will never create their own logistics, professional people to do professional things. Secondly, we can also see that there is no courier service in the business license of rookie network, but the words of internet service and internet service. China's e-commerce has grown so fast that it generated 78 million packages last year and 11 million packages a day in 2012 and 200 million packages a day after 10 years. Such a package is clearly not something that a courier company can handle , How many courier companies need it, may be the top ten mayor, may be five giants, so I say one by the way, the valuation of the top ten courier companies are likely to be more than 10 billion in the future, and after entering those who have no opportunity. In addition, some people say that the three direct links should be allied with powerful ones. This is even more ridiculous. The networks of the three direct links are almost coincidental and all are trying their best to find a site.

Essence or "big data"

What Ali want to do in the end it, I think Ali want to do is a network, a logistics network based on Ali big data, and then what is the specific point, is the transit center, Ali transit center based on big data. Ali want to do the next thing is based on the distribution of Lynx big seller, choose the best place to build transit center. How to do, for example: After the Han dynasty clothes to be shipped from Hangzhou to Beijing, Ali platform can be ordered directly, according to Ali online information platform shows that STO courier around, immediately to the courier company Shen Tong Fa Go to order, notify Shen Tong to receive goods, and then after the receipt of the goods must be sent to Ali Ali transit center according to the provisions of Ali, this time Ali transit center data show that Yuantong is the main line of vehicles to be sent to Beijing, Ali notification Yuantong Hanlu clothing all the goods loaded on the train to Beijing Ali transit center, Ali Beijing transit center shows that SF is going to South Korea's clothing that buyers around the community ... .... In this way, we minimize the cost of time to do Fastest. Ali that mastered the flow of information, but also mastered the material flow, but also formulated the rules that Ma said, 10 years later, 24 hours will reach, if which courier company delayed the issue of the time, it will be Ali's punishment .

Someone wondered why the three companies reached the registered name with Alibaba, and everyone was a family Ali punished them and even kicked them away. This issue is very interesting, first of all, a telecom account for more than 80% of Taobao's market share, of course, Ali want to play this thing, of course the first choice is them, but it is very important we can see that in the rookie network, It is not difficult to understand what Jack Ma said at a press conference today: more partners will join in the future, and the way is to increase capital. If I do not guess wrong, the network of rookie is certain Also agreed to the terms of the terms of the repayment and repurchase, that is, who is the capital increase I say Ali, I think you can not, I can buy your shares so that you exit. As you can see, rookie network, Ali is the major shareholder, because around the transit center related to real estate, so I found two real estate companies to join. As for the three links up? Advanced to play, after other courier companies will continue to join, of course, do not do well to be kicked away. Ali to really make the logistics rules.

Of course, the rookie network mentioned above, Ma said it took eight years to establish, I estimate it will take at least ten years, the integration of platform information to integrate logistics information for each courier company in a system now sounds really exciting and a bit like Fantasy Therefore, no change in the current pattern of the industry, we still hard skills to good internal control to meet the future of the huge dream of it. Self-built logistics, if the bill of lading reaches a certain amount, we must be able to best match the logistics and cargo information to achieve the lowest cost of the best experience, so Jingdong and Suning dare generous self-built logistics must be correct. However, Ali's current size and platform to determine the nature of the impossible to build their own logistics, the future backbone is the best choice, let us wait and see.