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Alibaba is the largest e-commerce platform in China, the most influential in the country, and has a certain influence in the world. Then Alibaba founder Jack Ma is also known as China's business leader, and his every decision seems to attract attention and discussion.
Daniel Zhang is about to step down as chairman of Alibaba and be replaced by Taiwan's richest man Tsai Chongxin, this change makes many people feel incredible and makes many people feel very curious, so why did Taiwan's richest man achieve the position of Alibaba's chairman and whether he can lead the team to continue to develop in the competition? Let's take a look.
Veterans "in power"
The name Cai Chongxin is not unfamiliar to everyone, because he once served as a partner at Alibaba, and he is one of the earliest and soul figures. He was a former executive at a Hong Kong investment firm before giving up his annual salary to join Alibaba's lineup in 1999 as chief financial officer.
Without his efforts, Alibaba would not have been able to get the first financing, so with his positive response, Alibaba's development began to enter the fast lane.
Ma once said that Tsai Chongxin was his best partner and the best CFO he had ever met.
The two have been getting along for many years and have also played particularly well, which can be said to be the kind of best partner, and the cooperation of the two can be said to be intimate. In 2019, Ma retired in his way, and Cai Chongxin quietly left his battlefield and waved goodbye to Alibaba.
After Tsai left Alibaba, he happily returned to the United States, where he spent more than $3 billion to buy the NBA's Nets, played in basketball for several years, and made a small amount of money by the way.
After that, the NBA broadcast contract landed, and after the successful signing, his team will have a huge value impact.
At the same time, under the operation of Tsai Chongxin, the Nets also invited many high-quality stars, such as the familiar Durant, Harden Irving and other stars, although they did not lead the team to the championship, but the audience of this fan is very wide. After Alibaba Jack Ma stepped down, many people thought that someone else might take over, but Cai Chongxin returned.
Overturned Jack Ma's decision
At that time, Cai Chongxin returned to Alibaba, and everyone expressed their sincerity to welcome him, so they made the first big move, that is, to directly launch the express delivery system Cainiao Express.
This move also surprised many people, and even puzzled. In the Jack Ma era, Alibaba was not allowed to do its own couriers, but everything changed after Cai Chongxin's return.
Jack Ma once said that we would never be a courier company, because Cainiao Network is a beacon for courier companies, and Alibaba has only invested in some shares.
In addition to SF, some express delivery companies provide support and data analysis through the entire network to help these companies improve the overall efficiency and service system, so Ma Yun's strategy is very good.
Some of Ma's strategies have been identified as very wise strategies that can help these express companies integrate resources, can also use their resources, and can avoid falling into passive links and those high-cost, low-income dilemmas.
But after Cai's return, everything changed, because Cai's first step was to overturn Ma's rules.
Cai Chongxin's first principle is to do express delivery first, does this mean that he refuses to listen to Ma Yun's will, he does not respect Ma Yun's will, and does not maintain Ma Yun's management and property.
In fact, this is not the case, because everyone has their own set of management systems, and he is not just to work against Jack Ma, but to change the entire market, for the consideration of the whole link, in order to let Alibaba always maintain the top card and innovation in the e-commerce field.
In fact, when Cai Chongxin returned, Alibaba made some moves in self-operated express delivery, such as Tmall supermarket has delivery work, isn't this distributed by Alibaba's own logistics system?
So the reason why Alibaba wants to do this self-operation is mainly for the following reasons, which may not be known to everyone.
Perfect integration of logistics resources
Although Alibaba has analyzed these courier companies through Cainiao Network, the quality of each courier company is different, and these service standards are uneven, so users may also have some complaints too much.
The company needs to master the overall link, if you can master the logistics can well ensure the rights and interests of these users, are very satisfied, let the user's experience and loyalty up to the standard, isn't this more perfect than being a rookie network? Secondly, Alibaba also has logistics costs and logistics efficiency.
Alibaba has invested in a number of express delivery companies, although it has invested in shares, but it is only limited to equity and does not fully control, so there are still some competition and game requirements between express delivery companies and these companies, which may sometimes affect Alibaba's earnings.
For example, during Double 11 in 2018, SF refused to use Cainiao's electronic face sheet system. SF's refusal will mean that Alibaba cannot obtain SF's logistics data, so if Alibaba can do express delivery, it will no longer have to control others, and the overall logistics resources can be perfectly integrated, so that the cost is reduced and the efficiency of logistics will be improved a lot.
Alibaba still faces a lot of competitors, and it can be seen in this e-commerce field that Alibaba needs to face the pressure of various competitors such as JD.com and Pinduoduo.
Jingdong has a self-operated system, which is faster and more convenient, and has safer services in the high-end field, which obviously does not occupy an advantage, while Pinduoduo cooperates with Jitu to create the lowest cost and most extensive logistics network.
Perhaps some of Pinduoduo's markets are cheaper, but this low-cost market will have obvious advantages, because everyone is a relatively cheap existence, and it is impossible to have so many high-end customers. If Alibaba continues to do Cainiao Network at this time, it may lose some share if it does this self-operated fast.
What do you think about Cai Chongxin's overthrow of Jack Ma's rules this time? Welcome to leave a message in the comment area to discuss!
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