Ali detonated after the listing of the logistics industry eight big changes[Note] i world network operators Ali listed, 8 people have a bell on behalf of the logistics people. Data show that novice Alibaba Group, the investment cooperation courier companies have 14 express, a total of over 1.1 million in the provision of courier delivery service after Taobao, Lynx, poly cost-effective and other trading platforms, we can see an important logistics for Ali sex. Text / Huang Gang evening of 19 September 2014, the world witnessed the Alibaba Group, listed on the NYSE in the process, set a number of records on Wall Street stock market. It does not seem related to logistics, the only \u0026 ldquo; half dime \u0026 rdquo; relationship that 8 people have a bell on behalf of the logistics people. Ma Why choose courier on behalf of the bell? Data show that novice Alibaba Group, the Nike Air LeBron EE investment cooperation courier companies have 14 express, a total of over 1.1 million in the provision of courier delivery service after Taobao, Lynx, poly cost-effective and other trading platforms, we can see an important logistics for Ali sex. These are the background, below the official cut to the chase. Ali insight from four questions after financing a business arrangement, Alibaba IPO What is the business location? First look at the business location of Ali IPO, listed in the data submission, Alibaba's business location are: electricity, financial, cloud computing, logistics, and other value-added Internet services. As can be seen from this positioning: business flow, capital flow, logistics \u0026 ldquo; third one \u0026 rdquo; Ma gene is the core business, data and Internet value-added services business intension is to implement the whole ecology. I have done this comparison, the difference Jingdong Ali and Ali play is ecological, Jingdong play the internet. 2. What will the future of Alibaba hatch? Let's continue to talk about Ali's business flow, capital flow and logistics. The listing Ali, the main content is the flow of commerce platform, Alipay, rookie, did not mention, smart people should be seen, not surprisingly, Paypal (Finance), novice Nike Air Jordan Women (logistics), then it is likely to be put on the IPO process, as to time, we do not have to guess, wait and see that. Of course, the rookie must be the last one, Ma said that starting from 2013 for 10 years of incubation, we waited it. 3. What Ali overall commercial activities is the largest short board? Ask this question, of course, understand that coming on critical points. Ali's business platform, the business flow portion ripe; cash flow section, Paypal, the balance of treasure and other financial independence also mature, of course, the biggest short board is the logistics of the course. Nike Air Griffey Max Ali internal use words to describe: if Alibaba is a human body, then the upper body has matured, but they lack the two legs. Ali adult upper body, and legs or hatchlings than 1 year children's legs, so this is the greatest impact on the development of the short board Ali. Of course, in China, over the past 10 years, logistics has been to promote the development of the Internet business, industrial entities and the Internet industry itself is two kinds Supra Skytop IV of development speed. In the Internet era, the opportunity arises spontaneously logistics Nike Air Max 1 integration, and this is why Ma push to integrate the mode pattern rookie, of course, the integration of rookie last year, is just the initial version 1.0 integration. 4, Ma this amount of financing $ 21.8 billion (US $ 1339 billion) will be used where? Read the previous questions 1,2,3, surely we would ask to question 4, the $ 21.8 billion (about 133.9 billion yuan of), the money will be used where? Finance, Ali you need money? Other industries also acquired those companies acquired or integrated layout that resources? Of course, no Air Jordan Outlet doubt, the logistics must be the focus of investment to build Ma direction. When the May 28, 2013 rookie of the establishment of Ma, Ma announced the investment of 30 billion to build China's smart logistics backbone network (CSN), and today has more than a year, so then this $ 21.8 billion (about 133.9 billion yuan of) The capital is likely to focus on investment in the rookie of the largest logistics platform. Ma announced the establishment of a rookie last year, when the remark: Country did not do a good thing, he came to do. Of course, not all is 133.9 billion yuan investment in logistics, if we follow the 80 billion investment, this is a huge thrust of the logistics industry. From the industry point of view, a lot of social capital into logistics, is a good thing, a bad thing. The good thing is: the injection of capital, the logistics of the Internet era and bring a faster pace of development opportunities, promoting industry consolidation, platform upgrades and technical innovation. The bad thing is: Logistics is a slow business, a quick push of capital, will become part of the business impetuous, the logistics industry is a resource-intensive, personnel-intensive, network as the core operating entities of the industry, and long payback period, according to the investment in the development of Internet companies, fast unrequited, will harm the industry. If Ma with 80 billion to consolidate the industry, according to the thinking Internet companies Womens Nike Kobe VIII to integrate the logistics industry, the logistics industry which will set off a lot of change in the situation. What will relate to those areas? Here I go from eight angles careful interpretation. First explain, this eight aspects are not out of mind I shot today, because, as an industry, to understand the latest developments in the role of major companies (also called information HUB Chinese logistics field), already obtained the relevant dynamics. Alibaba IPO detonated Logistics eight major change in the situation 1, logistics real estate and \u0026 ldquo; cloud warehouse \u0026 rdquo; integrated into the next change in the situation over Nike Lebron 11 Elite the past two years, China's logistics real estate bubble continues to develop, industry data show that there are 30 billion of funds in the past two years intake of logistics real estate. In particular, to clarify here that China's logistics real estate bubble, and rookie layout of logistics real estate is not a direct relationship. Today's logistics real estate bubble logistics industry is mainly non-entity, rodeo acts carried out by the logistics gimmick, not only in the first-tier cities, second and third tier, county-level cities over the floor everywhere. What will be the next rookie to do? If you are a single individual's new logistics park, which is certainly not a novice consolidation candidates, the rookie is not bad money, not bad ability to negotiate with the government. Now the rookie will integrate single or relative to a single warehouse has inventory that did not become a nationwide network of warehouses, forming a rookie \u0026 ldquo; \u0026 rdquo ;. cloud warehouse In particular warehouse store localized brands, because the layout of the national commodity already in the whole network, all channels, O2O model, and need a large network covering the whole country. Rookie will see from the value of these warehouses it? Wrong! Of course, these warehouses do not have much commercial value, the value of goods, through the integration of these products will be incorporated into existing rookie rookie park, past the rookie of the state has been vacant warehouse business has been quick to add. On the one hand to meet the government's commitment, on the other hand the rapid fall park operating entity. Therefore, there is a product of cloud warehouse integration, which will be an important direction for the next rookie spend money. Nike Air Max 2, the last kilometer of the acquisition and integration of the final 2014 kilometer race, has been a hot industry, on the one hand is the trend O2O business development, on the other hand the last kilometer occupy an important user of business value. Jingdong, SF, Ali, in fact, are one kilometer layout last fight. Currently the last kilometer of the pattern blossom, cat house, hey passenger, express and easy, treasures, the city 100, 001 communities, Vanke happiness inn, tact mother shop, Jingdong from mentioning cabinets, etc., cut many ways, but in the end the business model upgrade and profitability is the key. No one knows the future of business competition in the Community + community dispute, the line is community, is on-line community. Jingdong and SF has been fully start, and it is easy to think that Ali might start the next, particularly where the next? How much? Wait and see! 3, the layout of the nature of the backbone network will accelerate the rookie called \u0026 ldquo; China Intelligent logistics backbone \u0026 rdquo ;, logistics network backbone fast is an important pathway, especially Ali has been scouring the plant layout, attempts have been made after the buyout foundry production line , open up the whole front end of the supply chain to achieve new supply chain model C2B will be the next focus of Ali. Ali is currently the backbone network can be controlled, and do not have. 1) card line world: enterprise logistics backbone network behind Ma investment, is still in the early stages of development, does not have the support of Ali's operational requirements. 2) high-speed rail Express: This year has quickly spread to the electricity business core city, this double 11, Ali must prescribe more train trips to electricity suppliers (This do not fine to ask me, I would have to obtain the relevant industry information). But Ali and high-speed rail cooperation but, at most, strategic cooperation, not control. 3) Other Ma in logistics backbone of the business relationship, cooperation is also just a business. Not difficult to see the real backbone before hatching rapid logistics network, will future C2B started, Ma needs strategic layout. Therefore, do not rule out after IPO, which will be one of the key Ma consolidation. 4, the traditional warehouse with integrated services companies will face integration and transformation analysis to the problem, mainly from the industry trend, the future is the Internet era industrial base, change the courier integration is an inevitable trend, this aspect may \u0026 ldquo; three links up \u0026 rdquo; he has not paid attention to, but good luck, has already see this trend of. Future fast logistics, orders are not covering the whole country by a courier network, is the base for Nike Lebron 10.8 future community warehouse directly express to the end, and then the last one kilometer from the Community warehouses to users. So, the traditional delivery model will face changes. It is reported that, as they will be put into the layout of the \u0026 ldquo; Inn \u0026 rdquo; plan, this is the future direction of feeding. Integration with traditional warehouse will face the same change, an important trend this year, double 11, the rookie will promote cartridge with a whole package price policy, not money, is likely to warehousing, or packaged an ultra-low price. The purpose of this measure is to attract more low-cost commodity warehousing. Subsidies in the form of large logistics drainage business, is likely to be in one direction this year. Go beyond that, here too forced for information behind inconvenience detail. 5, intelligent logistics information platform will be the focus of a rookie is a consolidation pattern layout to create Skynet + ground network, in particular to the management of the network, the core of the information platform, which will be the core to connect to the network Skynet +, so the next Ali will spend heavily to promote a novice to create a professional logistics platform, intelligent logistics backbone of \u0026 ldquo; Smart \u0026 rdquo; in fact, information technology + data. How much will be invested specifically, can not say here, it is reported domestic logistics information platform, the rookie have all been investigated, and seemingly are not satisfied, the individual is to be a springboard to integrate it. So after Ali IPO, it is likely to invest heavily to build intelligent logistics platform. There is no such action, we note that recent jobs novice to understand. 6, four-tier cities and the layout of rural logistics is the core strategy of recent Ma this sentence: the high line efficiency is not called core cities, high efficiency four-tier cities is really worth. Ma Cheap Nike Free Outlet on Goodaymart investment strategy in cooperation with Post, the focus is on four-tier cities and rural markets layout. If you really want to promote the IPO after Ali rookie logistics layout, most likely invest in lower tier cities and rural markets heavily, according to Ma's habit certainly not self-construction, acquisition integration is an inevitable trend. So, after the logistics business area of these networks, you have to pay attention! 7, the depth distribution of cross-border logistics 2014 China electricity supplier layout is extending two, namely: going out (cross-border), went (four-tier Nike Air Max 2012 cities and rural markets), in the past six months time, Ali hand China Post, Australia Post, Brazil Post, Singapore Post shares, with the Italian, the French government signed a cooperation agreement \u0026 hellip; at the same time through the acquisition of a wholly-owned. The layout is easy to see cross-border logistics, Ali will be the core of future investment. After Ali IPO financing, cross-border investment in logistics will become one of Nike Air Jordan 12 the key directions. 8, with the Internet thinking logistics supply chain talent will become a popular commodity in the previous seven aspects of layout and investment, will be the focus of the business direction Ali. But we have not thought of, such as layout, talent is the biggest challenge, really want to do a good thing like this, we need a bunch of experienced personnel, while China's logistics industry, logistics personnel gene Internet has become the largest short board. This is not just Ali, Jingdong, SF, Shop No. 1, PG, could I, a card row, Chuan, China Railway and other companies need such talent. Why do we know this news, because we \u0026 Nike Air Jordan 10 ldquo; logistics refers smell \u0026 rdquo; platform integrates nearly 100 appliance business, HR director of logistics enterprises, logistics personnel every day to help Nike Air Yeezy II them publish information needs. Therefore, the industry of the dispute, the dispute must be talent. Next year will be a good opportunity to the logistics of senior personnel quit, especially Internet-thinking, in the traditional logistics industry personnel worked more than five years. [Review] read this, you may have perceived the next 1--2 years China's logistics industry will take place important changes in the signal, or you have generated some impulse. I want to remind you in good faith, I analyze the content you do not take it seriously, this is just one of the words themselves. Logistics Internet era, has developed unconventional. Everyone saw opportunities, opportunities that have not, the wise man is to discover we are not aware of the opportunities. Frankly, Alibaba IPO, is the role of the Chinese business world business structure is very important to promote the use, he not only accelerated China's rapid development of Internet-based business, but also for Chinese entrepreneurs to create more opportunities, at the same time This influence generations of entrepreneurial passion. Logistics threshold is very low, but the logistics deep water, a single capital pound logistics, it is naught of the game, the real capital for innovative thinking + resources + + team dare perform, that was the future leader. (This article originally appeared in Huang Gang - Logistics and Supply Chain, the i world network operators editor, please indicate the source and author)