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Chapter 497 Grand Logistics Blueprint



Chapter 497 Grand Logistics Blueprint

Liu Qiangdong came back and went straight into Zhou Hao's office to discuss and analyze the situation with him.

Liu Qiandong was extremely angry about what happened today. In the final analysis, he was actually tricked by Boss Ma. He had long expected that Taobao would seek a breakthrough in the logistics sector, so he had placed this chess piece and was waiting for him.

However, although he was angry, he was still very professional. As soon as he came back, he discussed with Zhou Hao and told him his analysis of the current situation in detail.

Liu Qiangdong has a very accurate view of the current situation. Like Zhou Hao, he is not worried that Alibaba will use logistics to strangle Taobao, but that Alibaba will use logistics to hold back the development of Taobao and then develop its own c2c business.

The two exchanged views and found that their opinions were similar. Liu Qiangdong reflected on himself: "It was my fault that I didn't pay attention to Alibaba's movements."

Zhou Hao nodded. "If you say you failed in your duty, it's not just you. I am also responsible. If I had agreed to your building your own logistics earlier, maybe we would have acquired ZTO Express, STO Express, and YTO Express first instead of Alibaba. But saying this now can only remind us to be careful in the future, but it won't solve the problem. So let's think about how to overcome the difficulties and solve the problem once and for all."

Liu Qiangdong asked Zhou Hao: "What do you think about acquiring SF Express now? SF Express has a very comprehensive layout in the south. If we take over SF Express and then acquire several fleets doing bulk logistics transportation in the north, this combination of soft and hard should be able to solve some of the problems."

Zhou Hao said: "Ali would have thought of SF Express, but they didn't take over SF Express, which should be because SF Express didn't buy it."

"Really?" Liu Qiangdong asked, then thought for a moment, "I learned about SF Express. Their boss is a very thoughtful person. Most of SF Express's outlets were franchised before, but now he is busy collecting them back and wants to operate all of them directly. He is a very ambitious person."

Zhou Hao nodded: "Ambitionists will not be acquired."

Liu Qiangdong asked: "What about mergers and acquisitions?"

Zhou Hao smiled slightly, and did not comment on Liu Qiangdong's question. He just smiled and said, "Don't forget, I am also an ambitious person."

Liu Qiangdong understood instantly.

Zhou Hao is also an ambitious man. He is definitely unwilling to sacrifice his equity to acquire other companies. For Zhou Hao, he would try to use as few shares as possible when things can be solved with money. Otherwise, his Haobo Technology would not have delayed its third round of financing.

At this time, Zhou Hao said, "Think about it, even if we acquire SF Express now, with Taobao's current valuation, what can we use to acquire it? We have just been established for a few months. Although the situation is good, the profit model is not clear yet, and the capital market will not give us too high a valuation. SF Express is now fighting for power internally, and the boss is about to succeed. Once he achieves his goal, SF Express's valuation should not be lower than ZTO Express. If we use Taobao's shares to acquire him, will he be willing?"

Liu Qiandong nodded. Taobao's valuation was indeed not much. It was impossible for Taobao to acquire SF Express, but it was possible for Haobo Technology, but Zhou Hao would definitely not be happy about it.

Zhou Hao knew Wang Wei, and it was very unlikely that he would recruit him at this time. Moreover, Wang Wei had the e-commerce gene in his bones. He refused to meet with Boss Ma several times. A big part of the reason was that he had long been determined to do e-commerce, so he did not have any cooperation with Alibaba. However, when SF Express started its e-commerce business, the e-commerce industry was already very mature. Wang Wei failed to stand out in the chaotic e-commerce field with many giants. If his e-commerce gene was activated now, he might succeed ahead of time.

Moreover, since Boss Ma couldn't take over SF Express, I won't mess with him. He will make money, so he won't collude with Boss Ma to block Taobao, as he won't benefit from that. So he shouldn't participate in the business war between me and Boss Ma, but just sit back and reap the benefits. No matter who fights whom and who wins, the goods have to be shipped. SF Express should not interfere, and it is enough to make money quietly.

As soon as Zhou Haogang expressed his thoughts, Liu Qiangdong also agreed very much.

Zhou Hao then took out a cigarette, threw one to Liu Qiangdong, and lit one for himself. "I think what we should think about first is not whether we should acquire SF Express or how to do logistics ourselves, but to figure out how much time we have."

Zhou Hao stood up and walked to the whiteboard, pointing to the simple diagram of the six major cities he had drawn earlier, "Look, we just solved the problem of Lychee's centralized shipment by distributing shipments. We can use this model with all brand manufacturers in the future. Let them distribute their inventory to us, and we will ship for them. This is not difficult. If six cities are not enough, then we can distribute them to all provincial capitals, and this problem can always be solved.

What I am most worried about right now is Taobao's small and medium-sized sellers. They are spread all over the country, and they operate at low or zero cost. We can't ask them to hand over the goods to us in advance to disperse the shipment, because in that case they would also have to operate with heavy assets, which runs counter to the original intention of Taobao. Therefore, they need to find express delivery companies to cooperate with offline for sales.

If small and medium-sized sellers can only choose the postal service, as the demand for this part surges, the postal service's EMS capacity will gradually become saturated, transportation efficiency will be low, and the entire transaction cycle and capital turnover will be lengthened by express delivery. If Alibaba does the same thing at this time, and Alibaba sellers' logistics efficiency is faster, and the entire transaction process and efficiency are much higher than ours, then both buyers and sellers will give up Taobao.

So, the question now is very simple, how long will it take for EMS to be saturated? We must first figure out this time, and then find a solution based on the specific time. "

Liu Qiangdong thought about it carefully and said, "If it does not affect the development speed of our Taobao, I think the transportation capacity of EMS will be saturated in half a year at most, especially in the Pearl River Delta in the south and the Jiangsu and Zhejiang areas, because the current data shows that most of our sellers are concentrated in this area."

Zhou Hao nodded: "Okay, if we can still hold out for half a year, then we should not panic now. Let's make a half-year plan now to solve the problems after half a year. There is no other solution at the moment. The only solution is to build our own logistics, so let's start the discussion from building our own logistics. We have to build logistics, how can we hold out after half a year?"

Liu Qiangdong said: "If we start to build logistics now, I am afraid it will not be successful in half a year. As you said, logistics is an asset-intensive project, and there is no shortcut. We have to buy vehicles one by one, recruit people one by one, and open outlets one by one. Half a year is not enough."

Zhou Hao said: "It is very short, but not impossible."

Zhou Hao cleared his throat and said seriously, "We will set up our own logistics company right away. You invest 10% and I invest 90%. We will start with an investment of to million. If you don't have the money, it doesn't matter. I will pay for you first."

Liu Qiandong nodded. He couldn't afford such a huge amount of capital, and Zhou Hao was willing to pay for it for him, which was already very considerate.

Zhou Hao then added: "Independently registered companies will have greater flexibility in the future. If we want to acquire SF Express in the future, we can directly negotiate with them with the equity of the logistics company, and there is no need to involve Taobao's equity at all."

Seeing Zhou Hao was so confident that he even thought of using the new shell of a logistics company to acquire SF Express in the future, Liu Qiangdong nodded and said, "Then do as you say."

Zhou Hao scratched his head and continued, "I'll go over a few points first. If you have any objections, just interrupt me."

"First, register a logistics company and start poaching people. Although ZTO Express, STO Express, and YTO Express have been acquired, their employees are all active except for fixed assets. Find ways to poach their executives. It would be best if we can poach a team and regional resources for each one. In this way, we only need to invest money in buying vehicles and building outlets, and we can quickly build a regional network. Don't forget SF Express, the war is imminent, poach everyone you can, and be ruthless.

Second, strengthen cooperation with the Post Office, strive to become a strategic partner of the Post Office, and squeeze the Post Office's transportation capacity to the extreme;

Third, we will build logistics bases that integrate warehousing, sorting, packaging, loading and other functions. We will consider the convenience of air, rail and land transportation. In the first stage, we will build five to eight logistics bases across the country. These logistics bases must realize air trunk transportation. The core of our future development of express delivery is based on aviation.

Fourth, we should immediately find connections and get the belly cargo storage resources of major airlines. This resource is the top priority for our counterattack.

Fifth, find a bank relationship to get a loan. In the future, all the fixed assets of the logistics company will be mortgaged to the bank, and the highest leverage can be obtained to activate the capital flow rate and hardware expansion;

Sixth, find Cao Tianlei and ask him to pick someone from Haobo Technology to integrate the mature hardware on the market and develop a set of internal logistics management system for me, and open an external query port. Our express delivery company must realize full information operation. From the beginning of express delivery, each logistics node in the middle must be entered into the system and users can track and query in real time. I want to build the most awesome information system in the logistics industry and even in all industries in China!"

After listening to these six points, Liu Qiangdong had a grand logistics blueprint in his mind.

Seeing that he did not raise any objections, Zhou Hao continued, "Since they have acquired other express delivery companies, we are not interested in those second-hand hard assets that are dragging and complicated. We are only interested in their soft assets, so we are not acquiring any logistics companies at the moment. We will use all means to dig out their people and resources, and we must dig them to death! Even if we have to dig down their entire framework, we will not be soft-hearted! Then we will quickly build a basic framework, and then integrate logistics bases, air freight resources, and information management systems, so that our logistics model in the future will be clear."

Zhou Hao became more and more excited as he spoke. He drew on the whiteboard and said, "The entire third ladder in Chinese geography is the most economically developed region and is also our top priority in the future. If you look at the map, the entire third ladder spans only 3,000 kilometers from north to south and 1,000 kilometers from east to west at most. At the current speed of land transportation, if we prepare four logistics bases in this large area, basically the maximum diameter of each coverage area will not exceed 800 kilometers. Assuming we build in the middle point, the area covered by each logistics base will not exceed 400 kilometers at most. In this way, we can ensure that no matter where we start from in the coverage area, the time to reach the logistics base by car will not exceed eight hours, or even shorter."

"We will entrust the point-to-surface transportation below the logistics base to automobile transportation, and the point-to-point transportation between logistics bases to aviation. Think about it, in the third tier of China, the flight time from any city to another city does not exceed four hours. This means that the maximum length of our express delivery in the future is only 8+4+8, which is hours. If we take into account the waiting, sorting, packaging, processing and other processes in the middle, how can we achieve hours? If we also take into account the final delivery, hours can basically be solved."

At this point, Zhou Hao's worries were instantly swept away, and he even felt a little excited. He continued, "For example, the logistics base of Guangdong Province is near Yangcheng Airport, covering the entire Guangdong Province. All express parcels received by any city in Guangdong Province before 6 pm on the same day must be transported to the Yangcheng Logistics Base before 2 am on the same day, and then sorted before dawn. All express parcels sent to various logistics bases will be packaged. Express parcels going to a city in Hebei Province will take the earliest flight from Yangcheng to Beijing on the same day and be loaded into the belly cargo hold of the flight and fly to Beijing;

Around nine o'clock in the morning, the plane landed in Beijing. The passengers on board may not have gotten off the plane yet. We took the packed goods out of the cargo hold and sent them to the nearby logistics base for unpacking and sorting. The express mail in Beijing must be delivered to the city before noon, and the express mail in other surrounding cities must also be sent out at noon. They can arrive at any city covered by the Beijing base before eight o'clock in the evening. In this way, some express mail between trunk cities can be delivered the next day by air, and express mail around the trunk can also be delivered the next day. If we can achieve this time efficiency, we can not only solve all the current problems, but also create a new era of logistics! "


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