Challenges Faced By Ma Yun

"I want Ali to go public early, and then share the gains from the capital market with sellers, such as providing more free traffic to sellers, creating larger consumer groups and enhancing consumer confidence."

Li Bo said frankly, for example, the upcoming "double eleven" strategy seminar, he and other sellers expect to hear more traffic sharing plans.

In Zhang Chi's view, although the proportion of mobile terminals has been flat with the PC side, he still doubts that today's Internet demographic dividend is gradually disappearing.

"If the left hand changes to the right hand, it will not change in essence."

He expects Ma to tell him the answer.

In June 30, 2012, the year-on-year growth rate of Alibaba pactions was 60%. In June 30, 2013, the growth rate of Alibaba turnover was 65%. In June 30, 2014, the growth rate of Alibaba pactions was 45%.

Zhang Chi has been doing business in Tmall for 3 years. His biggest feeling is that in the early 2011 and 2012, he thought Tmall was a magical website, and its growth speed almost failed to keep up with the speed of sales growth.

"In those two years, sales revenue was doubled."

Last year, he felt that the whole ecosystem began to enter a state of "adjustment".

"You will find that Ali has ceilings, too. Taobao is not omnipotent.

In 2014, in the apparel industry, most of the sellers had already controlled sales growth expectations to 20%-40%.

Under natural law, the resources of an ecosystem are limited, and it can not be expanded indefinitely in a short time.

According to Hong Bo analysis, the demographic dividend is mainly said that the number of Internet users in China is the number one in the world. Generally speaking, it is easy for an enterprise in China to achieve such a scale of 1 billion 500 million, but it is rare in the world.

"On the basis of so many users, even if only a few users spend money, it will generate a very large market, but the number of Internet users in China can not grow unlimitedly. In fact, it has been showing a slowing down trend. Under such circumstances, enterprises can no longer expect the number of users to grow indefinitely."

Li Bo and Zhang Chi shared the feeling that more and more people wanted to do business, but the resources provided by Alibaba were limited.

Under the Matthew effect, a few sellers do well, but most of the sellers are struggling.

In addition to the competition among sellers, whether or not Ma wants to earn more money from the ecosystem, or whether they choose to give more feedback to businessmen, and how they will guide the development of this ecosystem and create a new balance in the future, is the biggest concern of them and will be the biggest challenge of Ma Yun in the next few years.

In Hong Bo's view, Alibaba is a relatively traditional online shopping mode. The shopping mode under the line is first the real estate developer, then the retailer or wholesaler, and the paction with the consumer is the responsibility of the merchant rather than the estate agent.

"This mode moves it online, which is the mode of Ali at present.

Relatively speaking, it completely moved the offline mode from commercial real estate to retail.

such

To win by scale, its scale is much larger than that of any commercial real estate.

But there is a big problem in this mode, that is, the interests of the platform are in conflict with the interests of the merchants.

"Someone said if one

It's very profitable, the profit margin is very high, but the business operators in the vegetable market are not making money, and the vegetable farmers are not making money, so this mode is problematic. "

Hong Bo believes that Ali has not been making income in the past 10 years, and has not made money since it was founded by Taobao. Ma Yun has also said many times that Taobao is not allowed to make money.

In fact, Ali has not made such a huge platform to generate profits. Instead, it will spend money on the platform to continue to expand the scale of the platform.

"But since about two or three years ago, Ali was preparing to go public, so it was necessary to make money.

No longer said that the platform can not earn money, but orderly and orderly to continue to expand its income.

In fact, the past more than 10 years have laid a good foundation for the growth of revenue in the last two or three years, and this growth may continue for some time. "

Many years ago,

I used to play an image analogy. "B 2B is the eldest brother, and his younger brothers and sisters all rely on him to go to school. Taobao is a sister who can buy flower dresses with the money given by his elder brother, and the third is Alipay, only to go to primary school, but it has the most ambition to shoulder the burden of supporting the family in the future."

This is the embryonic form of the ecosystem of Ma Yun Kou.

At first, B2B and Taobao began to build up the soil of their data, and thus derived from Tmall, Juhuasuan and other lines of business, forming a trading relationship between buyers and sellers, wholesale and retail businesses, participants in a hundred flowers bloom, survival of the fittest, the external layer, from Alipay, Ali small loan, vegetable bird logistics, Ali cloud and other support system, thus forming a circulation of capital flow, logistics and information flow; the second layer, from Alibaba in the past year crazy investment and acquisition of enterprises, such as Sina micro-blog, Gao De and so on, forming the electricity supplier market, platform and ecosystem, and get more business imagination space.