Alibaba is a little anxious, less than 10 months before Jack Ma retires!
At present, the Zhao Yuanyuan incident is being hyped up, and everyone is curious why Alibaba wants to "make up a knife" for a person who has left the group for nearly 3 months.
Here's how it went, in March, Zhao Yuanyuan (real name Zhao Yang) left Alibaba.
On June 29, Alibaba issued a supplementary integrity circular, saying that Zhao Yuanyuan had been dismissed by the group because of corruption and would never be hired.
However, this corruption detail is a bit of an accident!
According to the contents of the briefing, Zhao Yuanyuan used his position to arrange work for his girlfriend.
In addition, in September 2019, Zhao Yuanyuan collected a fee of 30,000 yuan. In addition, in 2018, during 2019, a total of 5,800 yuan was accepted for catering, accommodation and gifts, for a total of 35,800 yuan.
(Zhao Yuanyuan circle of friends, suspected of responding to the dismissal notice)
How much is 35,800 yuan? To know the "Jiang Fan Incident" not long ago, Jiang Fan was a marriage derailment. Moreover, after the "Jiang Fan Incident", Ali's market value evaporated by billions.
But as a result, Jiang Fan, who had a bigger problem, stayed, but Zhao Yuanyuan was "made up with a knife."
Ali mended the knife, and Zhao Yuanyuan made a big move
This sudden patching knife, Zhao Yuanyuan was very stable.
He first sent a circle of friends, saying that "if you want to add to the sin, there is no excuse." Then sent a circle of friends, no text, only a lot of melons.
According to platform statistics, since 2012, Ali has been pulled down by seven executives due to corruption, including Yang Weidong, former president of Ali Entertainment Youku and CEO of Ali Music.
However, only Zhao Yuanyuan was "leaked" to the entire network after leaving his post.
It seems that this knife "patching" is not simple.
Public information shows that Zhao Yuanyuan, whose real name is Zhao Yang, was born in 1979.
Prior to joining Alibaba in August 2017 to take charge of Taobao Live, he worked in marketing for 15 years and served as a senior creative director at Ogilvy& Mather. After joining Alibaba in August 2017, he was responsible for Taobao Live. He was a senior expert in Alibaba's content e-commerce business unit and the head of Taobao live broadcast.
During his tenure, Zhao Yuanyuan was responsible for the Taobao live broadcast gmv reached 100 billion yuan in 2018 and exceeded 200 billion yuan in 2019.
(Regarding the Zhao Yuanyuan incident, suspected Ali employee comments)
At this time, Zhao Yuanyuan chose to run away, it is said that in order to come out to start a business, he wanted to set up a MCN agency to focus on e-commerce live broadcasting.
According to the data of enterprise investigation, Hangzhou Yuanqi Cultural Development Co., Ltd., which was established in March 2020, has a registered capital of 10 million yuan, and the legal representative is Zhao Yang, with a shareholding ratio of 70%.
In the face of his capable cadres running away and starting a business, it is difficult for Ali to choose to mend the knife at this time without the suspicion of "smearing" potential opponents.
Of course, the specific ins and outs of the matter needs to be further information announced.
However, one thing is more certain, Zhao Yuanyuan is holding back a big move and wanting to do things in the live broadcast industry.
The plate of e-commerce live broadcast, Ali looks very tight
In fact, no matter who wants to move the cheese of e-commerce live broadcasting, Ali will be very alert.
Some authoritative figures in the industry have predicted that in 2020, the scale of online live broadcast transactions will approach one trillion yuan.
At present, in the domestic e-commerce live broadcast market, Taobao live broadcast accounts for 40%, followed by Kuaishou accounting for 25%, Douyin accounting for 20%, and the remaining 15% of the market share is also remembered by JD.com, Suning, Pinduoduo and so on.
It can be said that the leading position of the e-commerce live broadcasting industry is an important support to ensure Ali's leading position in the e-commerce industry.
However, in recent times, Ali's e-commerce live broadcast industry does not seem to be comfortable.
First of all, after the "Jiang Fan Incident" and "Kuaishou E-commerce With Goods one or two palace fights", the industry generally resented the chaos of online celebrity live broadcasting and the personal behavior of Internet celebrities.
Then there is the traffic crisis, backed by Alibaba, Taobao live seems to have nothing to worry about, but from the perspective of communication influence, especially the attraction to young people, Douyin and Kuaishou do better.
Behind Douyin is today's headlines, and Tencent is among the shareholders of Kuaishou.
More importantly, Tencent is still forming a "new army".
In April 2020, Tencent increased its investment and became the largest shareholder of Huya and Douyu.
It is reported that Tencent is ready to promote its Penguin E-sports to carry out "three-in-one" with Huya and Douyu to create a stronger live broadcast platform.
It can be said that although Ali watched very tightly, the opponents still came in one after another.
This time, Ali was a little anxious
There is no fear of competition, but I am afraid that my strength will decline.
On May 25, 2020, Alibaba announced its financial results for the fourth quarter of this fiscal year. During the reporting period, Alibaba Group's revenue was 114.314 billion yuan, an increase of only 22% year-on-year, which was the slowest growing financial figure of Alibaba.
During the reporting period, the profit margin of Alibaba's core e-commerce business was only 30%, which also hit a new low since its listing.
This shows that Alibaba is in a period of growth difficulties, and its core business seems to be less profitable.
At the same time, as a rookie in the e-commerce industry, Pinduoduo continues to develop rapidly.
Even in the latest edition of the Hurun Wealth Rankings, Huang Zheng, founder of Pinduoduo, surpassed Ma Yun to become the second richest man in China after Ma Huateng.
What needs to be pointed out more is that the owner behind Pinduoduo is Tencent.
In terms of core business, Tmall Taobao vs. JD.com and Pinduoduo. Other business areas Meituan vs Hungry Mo Word of Mouth, Kuaishou b station vs Alibaba Entertainment, Tencent vs Youku Tudou...
Rumor has it that Tencent is preparing to acquire iQiyi.
In almost every field, Tencent has an advantage over Ali, and Ali's business expansion has been limited.
As of June 24, 2020, the top five Internet companies in China are: Tencent, Alibaba, Meituan, Pinduoduo, and JD.com.
Among them, in addition to Ali's own faction, the remaining four are the so-called "Tencent system".
In the face of Tencent's core business areas of games and social networking, it is difficult for Ali to squeeze in. And itself, every major business area has been impacted by Tencent.
In this case, it can be seen from Ali's departure from a Zhao Yuanyuan who is responsible for e-commerce live broadcasting and entrepreneurship: Ali is really a little anxious.
the end
From this point of view, Ali insisted on making up a knife for Zhao Yuanyuan, which was also a reason, after all, the current life is not good, and it is very important to keep his plate.
However, this matter is likely to be counterproductive, but it has given Zhao Yuanyuan a wave of advertising.
Of course, there is still a point to ponder: why is Ali Group so unconscious after Ma Yun retired?
This article originated from the financial community website