"Excuse me, Mr. Fang, Mr. Fang is still in the meeting, or you come back tomorrow, I will reschedule your time!"

Fang Zhe’s secretary Li Wen said in a somewhat apologetic tone when he changed Mr. Liu, who was sitting in the office, to the third cup of coffee.

Originally, according to Mr. Liu's appointment, he should have seen Fang Zhe more than an hour ago, but Fang Zhe had a small accident because a meeting was delayed and has not appeared until now.

“It’s okay, I’ll wait a while!” Mr. Liu waved his hand indifferently. He thought that when JD’s A round of financing, he sat on the sofa for six hours to meet the investors, and he was afraid of missing out. When the investors met, they just resisted taking a sip and didn't go to the toilet once.

Now that the development of JD.com is on the right track, he no longer has to ask grandpa to tell grandma to look for investors everywhere.

But even so, in the domestic e-commerce environment with a strong competitor like Alibaba and a bunch of e-commerce platforms like tigers and wolves, JD’s development is still on thin ice.

Let’s not talk about it, let’s just say that the Cainiao network led by Alibaba is to make up for the shortcomings of Taobao and Tmall and compete with one of JD’s biggest advantages in logistics and distribution.

Delivery within 24 hours in any area of ​​the country!Alibaba's brilliance at the inauguration ceremony of Cainiao Network is not unbelievable, but if it is true that one day, what will Jingdong compete with Taobao and Tmall?

Another thing that makes President Liu’s brain hurt is that Huizhong is also an investor in Cainiao.com. Counting the previous investment in Tmall by Huizhong, the opening of the WeChat secondary portal to all e-commerce platforms without discrimination, President Liu understands. JD.com is becoming less and less of Huizhong’s direct line. At least in the domestic e-commerce industry, Huizhong, the larger e-commerce platform, has basically voted. If you say Huizhong is not neutral and is not a referee, which one should you help?

"I'm sorry, Mr. Liu, I made you wait a long time!" Fang Zhe pushed the door in, interrupting Mr. Liu's contemplation.

Seeing Fang Zhe coming in, Mr. Liu hurriedly got up and won. When the two were seated again, Fang Zhe asked jokingly, "You regretted seeing me so anxiously?"

Fang Zhe asked this because when Huizhong invested in Cainiao.com, it was specifically to negotiate with JD.com to see if Mr. Liu had any idea of ​​letting JD Logistics cooperate with Cainiao.

Mr. Liu shook his head and resolutely said: "Don't regret it, you should know that if JD Logistics joins Cainiao, Taobao and Tmall's express delivery level will soon catch up with JD. Then JD.com will have a competitive advantage.

In this situation, although President Ma has taken the lead in setting up Cainiao Network to improve the logistics capabilities of Taobao and Tmall, it will take at least 5-10 years for him to catch up with JD.com.

This period of time is enough for JD.com to re-establish its competitive advantage, and JD.com Logistics is constantly developing and improving. After 10 years, Cainiao’s logistics capabilities may not be able to surpass JD’s logistics!"

Fang Zhe looked at Mr. Liu's "satisfaction" expression and said with a smile: "Since you are so confident, then you come to see me?"

In a word, Mr. Liu was vented.

President Liu sat upright, and said to Fang Zhe sincerely:

"President Fang, let me tell you a heart-wrenching remark. I know you don’t want to get involved in the competition in the domestic e-commerce industry, but don’t you remember that JD is Huizhongtou’s first e-commerce platform and the only one in China. E-commerce companies capable of competing with Alibaba.

If the logistics capability of Cainiao Networks catches up with JD.com in the future, and JD.com has no other competitive advantage to compete with Ali, then not only Huizhong’s investment in JD.com will be overwhelmed, but the balance of the domestic e-commerce industry will also be broken. Huizhong Investment For other e-commerce platforms in China, life may not be better. Now that JD.com is at the forefront, at least all e-commerce platforms can compete vigorously and will not be overshadowed by Ali!"

Mr. Liu played an emotional card. The purpose of his visit to Fang Zhe this time was to win more support from Huizhong. For the last time, he also hoped that Huizhong would treat Jingdong and Ali equally.

Don't be like this. A few days ago, Huizhong invested in Tmall and opened the WeChat secondary portal to Tmall. Now it is involved in logistics with Mr. Ma. If things go on like this, how can JD compete with Ali?

Fang Zhe leaned back on the sofa and pinched the corners of his eyebrows.

Indeed, as Mr. Liu said, the rise of Cainiao Network will break the balance of competition between Ali and JD. Although Mr. Liu dare not say anything, he will definitely blame Fang Zhe and Huizhong for "helping the evil".

However, in Fang Zhe's view, whether he is investing in Tmall, opening a secondary portal to Tmall by WeChat, or investing in Cainiao.com, it's just taking advantage of the trend.

From the perspective of return on investment, Huizhong's investment in Tmall and its cooperation with Tmall are much more rewarding than investing in JD. The establishment of Cainiao Network is what should have happened in the previous life.

The competition between JD.com and Alibaba is getting worse. Rather than blaming Fang Zhe and Huizhong for "helping the gang to abuse", it is better to say that JD.com is not up to date. Otherwise, the market value of JD.com and Alibaba will not be 10 times worse in the previous life. Much.

Nowadays, many people on the market are still like Mr. Liu, who think that the second child of JD has the ability to compete with the boss of Ali.But when Alibaba goes public, Mr. Ma and Alibaba are looking at the global market, and Mr. Liu still relies on various diss Mr. Ma and making scandal eyeballs with his milk tea sister. Everyone will understand Mr. Liu and Mr. Ma, Jingdong and Ali. Where is the real gap.

With Huizhong's current global competitive landscape, supporting Ali may also help Huizhong, but JD can't even count on it!

However, what Mr. Liu said just now is correct. If JD.com is allowed to be crushed and Ali is the only one in China, it will be other e-commerce platforms invested by Huizhong, or third-party payment that Huizhong has competing with Ali. , Cloud computing and other businesses will be adversely affected.

In Fang Zhe’s view, China maintains a delicate balance of competition between Alibaba and other e-commerce platforms such as JD.com, and promotes healthy competition in the entire e-commerce industry. Foreign countries have strong cooperation with Alibaba and compete with overseas e-commerce platforms such as Amazon to compete for the market. It is the optimal solution to maximize Huizhong's interests.

"Mr. Liu, do you remember why JD.com was able to emerge from the market in the first place?" Fang Zhe looked at Mr. Liu and asked.

Mr. Liu blinked in surprise. He didn't understand why Fang Zhe suddenly asked this, but he still thought about it and said: "At that time, Taobao already occupied most of the e-commerce market share, but the products on Taobao would be cheaper and of high quality. Cheap and many cottages.

3C electronic products generally have higher prices, and users do not trust Taobao to purchase such products online. JD.com has grasped this weakness of Taobao and started by ensuring the quality and reputation of 3C electronic products.

In addition to this, many new user bonuses without online shopping experience and JD.com's good logistics are also the reasons JD.com can develop."

Seeing Mr. Liu who talked freely, Fang Zhe's eyes lit up, and it seemed that Jingdong was not completely helpless.

"That's right, he has Zhang Liangji, and you have a wall ladder. In the future competition between JD and Ali, you may not lose!"