"Of course, one to three days are euphemisms, and are the words to protect face."

Mo Yi changed his mind: "In fact, our Taobao logistics, including Tmall supermarkets, will take 3 to 7 days to arrive in most cases! The self-operated Douyin Mall and JD.com can achieve next-day delivery. If you are consumers, how do you choose?"

All the people in the room were silent.

Jack Ma was even more dumbfounded: "The gap is so big!"

"Our Taobao logistics is still so slow? Haven't made any progress over the years?"

Mo Yi nodded: "No, not at all. Except for the logistics within the province, the goods can arrive in one to three days after the user places an order. Any cross-provincial logistics will take three to seven days."

The president of the logistics business department was unhappy. This guy fired a fire on logistics just to cause trouble for himself and refuted decisively: "We can do it for one to three days across provinces."

"Yes, it can be done. Are you referring to SF Express Logistics? But why don't you say that SF Express is used, buyers need to add a shipping fee starting from 20 yuan?" Mo Yi started to argue directly.

"I..." The logistics president was speechless for a moment, but could not refute it.

At the beginning of 2014, the next-day delivery of Tmall Supermarket was not yet available.

Even the pilot projects in first-tier cities such as Beijing, Shanghai, Guangzhou and Shenzhen have not started the next day, let alone other cities.

All online shopping requires four-way and one-way express delivery, which takes three to seven days, or even longer.

If you want to be faster, you can only go to SF Express, which can be delivered in two days, but you need to add more money, and you will add 20 yuan per order!

Many people buy products on Taobao only cost a few dozen to a few dozen yuan, so how can they add 20 yuan to shipping?

Jackma's face also became gloomy.

Mo Yi continued: "In terms of logistics, Taobao is a thousand miles worse than TikTok Mall!"

"The reason is that Douyin Mall has its own Xingyi Logistics, which has established a large number of warehousing centers across the country. However, our Tmall supermarket has too few warehousing centers and too slow logistics."

"That alone, we will be abandoned by users."

"In order to fight against Douyin, we also have to invest huge amounts of money to increase the construction of warehousing centers, build our own logistics system, and comprehensively speed up logistics!"

Upon hearing this, Jack Ma's face turned gloomy, but there was a MMP in his heart.

Isn’t this JD.com’s way?

How much does it cost!

I didn’t see JD.com’s loss every year was because of the establishment of warehousing and logistics, and it was a loss to my grandma’s house!

But Mo Yi did not notice Jack Ma's face change and was still trying his best to output his own opinions:

"Third, the logistics timeliness of HSDA. Compared with JD.com, it can only be said that the logistics timeliness of HSDAQ is better than that of JD.com."

"JD.com can deliver the next day, which is already far ahead compared to our Taobao logistics for three to five days. Xingyi Technology is even more powerful. Relying on the store warehouses and supermarket warehouses near the community, it can directly achieve hourly delivery in many fields!"

"And their silly products are not only limited to their own products, but also include a large number of third-party brands."

"Even if you buy an iPhone, you can choose to operate it in Douyin Mall, ship it from the self-operated warehouse, and deliver it the next day. You can also choose to deliver it in nearby Apple stores, and deliver it to the hourly rate!"

"We cannot compare with such high timeliness, and it is also the reason why a large number of users give up Taobao, Tmall and choose Douyin Mall."

"There is no choice. Their service is too good. It is said to be delivered in an hour. It is often delivered within half an hour. It is faster and more convenient than buying at the store yourself. We really can't compare to it."

"If we want to catch up with Douyin Mall in full and surpass Douyin Mall, we have to make plans as well."

Jack Ma: "…"

All senior executives: “…”

Looking at everyone's strange expressions, Mo Yi's expression changed slightly and had to say, "I'm done."

Jack Ma: "…"

All senior executives: “…”

Silence is still silence.

Mo Yi's heart skipped a beat: "It seems that everyone does not agree with what I said, and they are even a little confused. What's going on?"

Jack Ma took a deep breath and vomited out again: "What do you want to say about President Mo's proposal?"

Everyone looked at each other and was still silent.

Jack Ma waved his hand: "It's okay, you know everything and say everything. Ali must brainstorm the crisis of life and death. Whatever you say is what you say."

Upon hearing this, a group of senior officials spoke:

"President Mo said it well, but it was a bit unrealistic. He was working on his own business in an all-round way, building his own logistics system, establishing Okura to achieve next-day delivery. He also needed to achieve hourly delivery! Isn't this a joke?"

"That's right, build self-operated and get the next day. Isn't this going to JD?"

"Our Alibaba is going to take the path of Taobao without going through it. We want to make Taobao go downhill and become the second JD?"

Mo Yi frowned: "I don't want to follow the path of JD.com, but I have to follow the right path. Whether it is JD.com or the path of Douyin Mall, as long as it is correct, you have to follow it and learn! The self-operated model + national warehouse building + self-built logistics + next-day delivery is the very correct path, and users like it. It can be polished with jade, what's wrong?"

"Yes, yes, you're right. The self-operated model + national position building + self-built logistics + next-day delivery is indeed very powerful and very powerful, but do you know how much it costs? Do you know why JD.com has been listed and is still losing money every year? And we, Alibaba, are continuing to make profits?"

"The essential reason is that JD.com builds its own logistics and builds its own warehousing, spending too much money and investing too much. However, we do not build logistics and warehousing on Taobao, but relying on the advertising fee + commission model to achieve profitability. This is our winning weapon."

"Once we give up the magic weapon to win, go to JD.com, spend money to build warehousing and logistics, our revenue will instantly turn into losses and will start a model of losing money for years."

"I don't know whether President Mo is not good at using Taobao's profitability route to JD's loss route. Do you have ulterior motives?"

"I..." Mo Yi was speechless for a while and said for a long time: "I am for the development of Alibaba and for the future of Taobao!"

"Indeed, if we do not build warehousing and do not focus on self-operation, we can continue to maintain low expenditures and continue to make profits, but do you think that just three to seven days of logistics can we surpass the Douyin Mall's self-operation next day and hourly delivery?"

"I can't beat it!"

"Can you beat a third-party merchant in Douyin Mall within three days?"

"I can't beat it either."

"That's right, even third-party merchants in Douyin Mall can use Xingyi Logistics to achieve next-day delivery within the province and three-day delivery across provinces! It's twice as fast as us!"

"this……"

Everyone was silent.

The gap is a full double, and it is indeed impossible to beat.

But even if you spend so much money, you can't bear it.

Seeing that everyone was still hesitating, Mo Yi said earnestly:

"I know, it costs a lot of money, but there is no way. We want to keep the e-commerce giant, to retain the industry leader, to go public, to make efforts to operate on our own, to build our own logistics system, and to make efforts to make efforts to make efforts to Xiaoda. Now Xingyi Technology has made moves, and Alibaba can only take action. Unless we choose to surrender and admit defeat."

"This..." Everyone was silent.

Yes, what if you don’t accept the challenge?

Jackma sighed: "Okay, then we will focus on self-operation, build our own logistics system, upgrade Tmall supermarkets, and achieve next-day delivery."

Mo Yi nodded: "Chairman wise, of course, I understand Alibaba's pressure and know that it will cost a lot of money. So we can gradually advance. First of all, this year, we can set up a layout in the four first-tier cities of Beijing, Shanghai, Guangzhou and Shenzhen, as well as strong second-tier cities such as Hangzhou City. Next year, we will slowly advance to other second-tier cities, third-tier cities and fourth-tier cities in the next year, and so on, step by step."

Jackma agreed very much: "This is the best way to greatly alleviate our financial pressure. But even so, it will cost a lot of money to build warehousing nationwide and build our own logistics, right?"

Mo Yi replied: "Yes, it does cost a lot of money. But we don't have to spend this money ourselves, but we can recruit people to do it together."

“How to say it?”

"A proposal that we put on hold before." Mo Yi smiled and said, "Cainiao Logistics System!"

"Qiaoniao Logistics System? I remember this." Jackma remembered this:

"Someone has raised this matter before, and has received support from some senior management. It is also proposed that from last year to 2015, we will jointly invest 100 billion in the first phase to establish Cainiao Network. Major logistics companies will share regional warehousing to comprehensively speed up e-commerce logistics!"

"Yes, Chairman." Mo Yi nodded: "Cainiao Logistics is to solve the problem of slow logistics, but unfortunately the board of directors' resolution was not passed."

Jack Ma suddenly realized and remembered why he failed.

No, there were two major money-burning projects at that time, one was Cainiao Logistics Network, which had to invest 100 billion yuan in the first phase. As the initiator, Alibaba had to bear at least tens of billions of yuan.

Another big project is social interaction, which also requires a lot of money to be invested, but it is much less than a rookie.

The investment in R&D of Laiwang projects is only 500 million yuan, the investment in servers and other projects is 200 million yuan, and the investment in marketing is about 1 billion yuan in the early stages.

With other investments, the total investment in the early stage will not exceed 2 billion.

Of course, we must become bigger and stronger in the future, reach hundreds of millions of users, and continue to invest in marketing and promotion costs every year, which adds up to billions.

In this way, the total investment in transactions will be less than 10 billion, which saves much money than rookies.

I also saw Changzha developing rapidly, becoming bigger and stronger.

In the end, the exchanges with less investment and better results defeated Cainiao Logistics and were successfully approved by the board of directors.

The Cainiao Logistics project was killed.

But now, the transaction is gone, and there is no need to do any subsequent marketing of billions of dollars, and it cannot become a climate.

And Cainiao Logistics has become the top priority.

"Okay, I will hold a board meeting for Cainiao Logistics Network and re-discuss it. But Xiaoda's matter..."

Jackma frowned: "Zhouda needs to join the delivery rider, we have no hope for the time being."

Mo Yi waved his hand: "Chairman, you forgot that our reputation group buying investment is huge, and we have become one of the four major group buying giants. Next, it is necessary to focus on the takeaway market and get a share of the pie with Ele.me. At that time, we will definitely build a takeaway system, and Xiaoda can be promoted simultaneously!"
To be continued...