Ma Yun: There Is More Opportunity For "Big To Small".

In June 16th, Ma sent a letter to all Alibaba staff to announce the decision of Taobao reorganization. According to the plan, TaoBao From now on, it has been divided into three companies, namely, an Amoy net, Taobao network and Taobao mall. Ma Yun said that this decision is aimed at the comprehensive transformation of Alibaba group, and the strategy of "big Taobao" will be upgraded to "Big Ali" strategy, so as to adapt to the current business situation.

Ma Yun said that with the popularity and influence of online shopping gradually increasing, providing consumers with more professional and personalized services has become a top priority. In the letter, Ma repeatedly referred to the word "innovation". He believes that in the current business environment, "big" is no longer a competitive advantage. We must be bold in trying and groping, and create a new development mode and business philosophy.

Ma Yun pointed out that for Ali, the usual way to maintain creativity and leadership is to become smaller. Ma Yun said, "small" environment is more conducive to the growth of customers and employees, creating greater industrial value and company. value And shareholders' interests. Ma Yun also revealed that after the completion of the reorganization, the future group will not be excluded. list The possibility.

Ma Yun mobilized Ali people to jump out of their dependence on strength. He pointed out that in order to get better and become better in the future, he must "change before the change" and implement active adjustment.

The following is the full text of Ma Yun's mail.

You alibabs:

After months of thinking and preparation, the group decided to split Taobao into three companies from June 16, 2011. The three companies are: www.etao.com, Taobao (www.taobao.com), and Taobao Mall (www.tmall.com). The break-up is very important, so I would like to report to you the main points and significance.

1. the situation of global Internet and e-commerce has changed dramatically. We have decided to upgrade the strategy of "big Taobao" to "Big Ali" strategy. Over the past two years, the Internet has undergone structural changes in search, SNS (community-based) and electronic commerce, and new companies are emerging one after another. The strategy of "big Taobao" launched in 2009 has made some progress, and initially established a powerful online shopping ecosystem centered on consumers. In order to better adapt to the rapid development of today's industry, the group decided to enhance the strategy of "big Taobao" as "Big Ali" strategy. "Big Ali" will share all the resources of Ali group with all the participants of e-commerce, including the customer groups, merchants, manufacturing industry chain we are serving, integrating information flow, logistics, payment, wireless and cloud computing services, providing a better and more comprehensive basic service for the development of e-commerce in China. The core mission of the great Ali strategy is to build an open, collaborative and prosperous e-commerce ecosystem and promote new business civilization.

2. there has been a great change in customer demand. On the one hand, online shopping and shopping has become a necessity of life from the supplement of life under the guidance and efforts of Taobao. We need to provide more professional and personalized services for consumers. On the other hand, with the expansion of domestic demand and the transformation of enterprises, more and more enterprises will use e-commerce to serve customers, and the support and service they need is not the same. So we must upgrade from the Taobao based consumer platform to the "everywhere" supply and demand win-win platform. This new platform will be completed by Alibaba B2B and three "Tao" companies to serve different customers. We hope that the shopping search of panning website, Taobao's cheap and inexpensive community innovation and Taobao boutique professional experience will give consumers a brand-new feeling. At the same time, it can help more enterprises and entrepreneurs to develop active e-commerce services and marketing more professionally.

3. the construction of new business civilization will inevitably require fundamental changes in the internal management of enterprises, and we must take the initiative to innovate. Ali Co has grown so big in the short run, but the competitive advantage is not big. We must constantly try and innovate in the organizational structure, so as to find out new business management ideas and models suitable for the development of the Internet, and maintain creativity and advancement. The common practice of Ali is to turn big companies into small ones, so as to create more innovative mechanisms so that more young people and new colleagues can grow up and give everyone more opportunities to show their talents and abilities in the "small" environment.

4. we believe that Taobao's spin off can create greater industrial value, company value and shareholders' interests. Today's split seems to make Taobao lose its scale advantage, from "having" to "nothing", but this is ubiquitous "no". We integrate Taobao into the core of the strategy of Big Ali, which will create great value for the development of the whole industry and group, and give more opportunities for fair competition and development to practitioners of countless e-commerce. We firmly believe that the development of e-commerce in China and Ali may not have much to do, but the development is not good and Ali must have a relationship. Today, Ali's overall interests must be consistent with the scale and future of the whole industry. We do not rule out the possibility of the future listing of the group in the future, so that we can share our fruits with our employees and shareholders who have always believed in and support us.

This tactical change requires strong team execution. In the Big Ali strategy, B2B listed companies assume important responsibilities, so the group decided to deploy the best leadership team for B2B. From now on, Lu Zhaoxi will be a full-time CEO of a listed company, and support Lu Zhaoxi's team include: Chief Financial Officer Wu Wei, general manager of ICBU Peng Yijie, CBU general manager Ye Peng (micro-blog), vice president of human resources Deng Kangming, vice president of technology Li Ang, and supplier service division chief executive Wu Minzhi, etc.

The three companies after Taobao split were operated by the president and chairman of the board. An Amoy management team was led by Wu Yongming, President of "east evil", and was reported to Peng Lei, chairman of an Amoy company. Taobao's management team was led by the president, Mitutoyo, Jiang Peng, and reported to Taobao network chairman Lu Zhaoxi. The management team of Taobao mall is led by Zhang Yong, chairman of the "Xiaoyao Zi", and is reported to Zeng Ming, chairman of Taobao mall. Susan Dai Shan is responsible for leading the platform of technology and public services, fully supporting the business development of all companies and reporting directly to group CEO Ma Yun.

Alibaba, we should be proud of ourselves. Several companies dare to get rid of their dependence on superiority and keep the initiative and strength of self transformation when they are in a leading position and business is developing rapidly. I believe our team will go better and become more efficient and better after this separation.

Ali, the change is painful, no change will happen smoothly. But we must change. We must change before it changes. Our business model has been closely linked with the development and responsibilities of our society since the first day of its birth. The times have made us successful. We can't live up to the times. E-commerce is just beginning. Remember, we are not only pursuing the best business model today. Since we are fortunate enough to be able to participate in changing the course of business history, we should also actively promote and explore the development of new business civilization.