Ma Yun has invested heavily in the establishment of a rookie logistics network or will arrive one day.
Stupid birds fly first, flying for a long time or stupid birds, and the rookie has the opportunity to become a good bird. We take this name and constantly remind ourselves that we must have awe of the society and have awe of the future. ——Ma Yun, Chairman of Rookie Network 
Guo Guangchang, Chairman of Fosun Group 
Shen Guojun, Chairman of Yintai Group 18 days after retiring from Alibaba, Ma changed to a "vest" and returned.
Yesterday, the “China Smart Backbone Network†project led by Ali was officially launched and named “Rookie Networkâ€. This is a new company formed by Ali to unite Yintai, Fosun, Fuchun and related logistics companies and financial institutions. Ma Yun is the chairman of the rookie network. He said that the company's core goal is to build a platform for e-commerce, logistics companies, warehousing companies, etc., not to build their own logistics.
Tmall was transferred to share 43%
Ma Yun, who just retired as CEO of Alibaba Group on May 10, said yesterday that he "I didn't expect the chairman's main responsibility to be the introduction and the catwalk."
Ma Yun said that he has been looking forward to this "walking show" for many years. This is a major event that Alibaba Group has thought about and planned for four or five years.
The "big names" with Ma Yun on the same stage: Shen Guojun, Chairman and President of Yintai Group, Guo Guangchang, Chairman of Fosun Group, Zhang Guobiao, Chairman of Fuchun Group, Chen Dejun, Chairman of Shentong, Lai Meisong, Chairman of Zhongtong Yunda Chairman Nie Tengyun and others.
It is reported that Yin Guojun, chairman of Yintai Group, will become the CEO of the rookie network. Shen Guojun said, "We and our customers are still newcomers. The name of the rookie is to inspire us to choose to grow together."
Ma Yun said, "China's countless small sellers, all online e-commerce are rookie. Stupid birds fly first, flying for a long time or stupid birds, and the rookie has the opportunity to become a good bird."
However, from the perspective of the “cross-border†investment structure of the rookie network, the word “novice†hides great ambition behind it.
According to a shareholding structure of the rookie network company widely circulated on the Internet yesterday, the major shareholder Zhejiang Tmall invested 2.15 billion yuan, accounting for 43% of the shares. Other parties, Yintai Group through the "Beijing Guojun Investment", invested 1.6 billion, accounting for 32%; Fuchun Group through the "Fuchun Logistics" investment of 500 million, accounting for 10%; Shanghai Fosun Group through "Shanghai Star泓 Investment Co., Ltd. invested 500 million, accounting for 10% of the shares. Yuantong, SF, Zhongtong, Yunda and Shentong each invested 50 million, each accounting for 1%.
Ali did not disclose the equity information of the rookie network yesterday, and the authenticity of the above-mentioned network equity structure was not confirmed. However, Shentong Express confirmed 50 million investment yesterday, and the news of 1% of shares is true.
"will not grab the courier company business"
It is reported that the rookie network plans to invest 100 billion yuan in the first phase, hoping to create an open and socialized logistics infrastructure throughout the country in 5-8 years.
The rookie said that this will be an intelligent backbone network that can support an average of 30 billion yuan per day, or about 10 trillion online retail sales. The goal is to "allow any region in China to deliver within 24 hours."
One point that Ali has repeatedly emphasized is that it does not do self-built logistics. Its core goal is to provide platform services for e-commerce companies, logistics companies, warehousing companies, third-party logistics service providers and other types of enterprises rather than self-built logistics or become logistics companies.
Ma Yun also said in the speech yesterday "reassuring" express delivery company: "We will not grab the business of the express delivery company, Alibaba will never do express delivery, because we do not have this ability, we believe that there are many express delivery companies in China that can do better than express delivery. it is good."
According to the information disclosed so far, the business of the rookie network company has been pushed into Beijing, Tianjin, Wuhan, Guangzhou, Hangzhou, Jinhua and other cities.
"Technically, we have already discussed with the competent authorities. We use the existing transportation infrastructure to make some connections with the contents of the entire Chinese intelligent backbone network, especially in terms of information and data docking," said Shen Guojun.
â– Collaborators say
"Can you do it, no one in your heart?"
Just as Ma Yun’s arms were booming in the foreground, the courier companies involved in the cooperation expressed concern about the prospects of the rookie network.
Yesterday, the vice president of a rookie company participating in the express delivery company said that the concept of China's intelligent backbone network is advanced. At present, the domestic e-commerce and express delivery industries are in a period of rapid development, but relatively early stage, especially in the express delivery industry, there are many enterprises, but the service level Low and low profit margins. In addition, there are certain repetitive construction problems in the warehousing and logistics of major express companies in large cities, while the more remote areas are obviously insufficient in resources. The backbone network may change this resource allocation in the future, but it may have limited effect in the short term.
Although another company has participated in the rookie company, it is worried about the short-term prospects of the backbone network.
The company's vice president said that our shareholding is because more than 70% of the company's business comes from Taobao, and no one wants to lose Taobao. Second, this is indeed a good thing. "But can't do it, no one knows what to do."
He believes that in a short period of time, although the "four links and one", SF and other express delivery companies have entered the "novice", but the alliance may not be solid in the face of actual interests, how to allocate resources of the express delivery companies on the same platform is a tricky The problem.
Xu Yong, chief analyst of China Express Consulting Network, also said that to reach within 24 hours, the Midwest is more difficult. The realization needs to increase manpower and material resources, and the cost of the courier company will also increase greatly. This will eventually be reflected in the price. Are consumers in the central and western regions willing to bear it?
â– Competitors say
Jingdong: "The advantage of friends can not match"
On May 14th, Jingdong just launched a “four-day delivery†service called “Fast Speedâ€, which can be delivered for up to 3 hours. At this time, Ali announced that the launch of the "smart backbone network" was regarded by the industry as a counterattack against Jingdong.
Jingdong and Ali represent two different logistics models. Jingdong is mainly engaged in its own business, and its core products are 3C, major appliances, etc., which need to have strong control over the supply chain. Therefore, self-built logistics is selected.
However, Ali is different, mainly based on building a platform, and can operate at a low cost with a mature logistics system. Moreover, the order quantity of Ali is not in the same order as JD. The platform mode is more suitable.
For the launch of the rookie network yesterday, Jingdong did not give a tit-for-tat evaluation. It only pointed out that “the recent delivery time of goods in Beijing and other central cities has been greatly reduced to within 3 hours, and the advantage of logistics differentiation has been raised to the short-term within the friendship. Unreachable height."
“The risk that Alibaba's logistics system may face is that information efficiency and accuracy are not high.†Analyst Chen Shou, senior analyst of Analysys International, said that Ali's logistics project has more than one vision goal and multiple uncertainties.
â– Magnifying glass
Zhejiang Partner
Ma Yun went to be a "novice", which is equivalent to starting a business again, and it is indispensable to pull people to join a partnership. The Zhejiang family is the best choice.
This time he brought in the founder of the Zhejiang Business Group, Yintai Chairman Shen Guojun and Fosun Group Chairman Guo Guangchang.
It is reported that Shen and Guo have a very good personal relationship with Ma Yun, and they are interested in emerging industries such as the Internet and smart logistics.
Guo Guangchang, chairman of Fosun Group, said at the two sessions this year that he will pay close attention to the Internet and will actively cooperate with Ma Yun in the construction of the national intelligent network. At that time, Guo Guangchang revealed that the intelligent network is the "China Intelligent Backbone Network", which is also known as the "Rookie Network." Liang Xinjun, CEO of Fosun Group, once said that there is cooperation with Ma Yun on the Internet. The two companies have very good tacit understanding, and there is no competition and coordination in strategy.
It is reported that Guo Guangchang and Ma Yun belong to Zhejiang people, and are also students of Cheung Kong Graduate School of Business. They are also the directors of Chinese enterprise clubs. At the Shanghai World Expo, Guo Guangchang had joined forces with Ma Yun and Wang Jianlin to build a joint venture hall for private enterprises.
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