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The Revelation Of Ali's Stake In Shentong Is That When New Retail Is Gradually Becoming, Harvest Or Become Inevitable.

2019/3/18 14:33:00 895

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Alibaba has taken a new move - STO.

Although this action is taken for granted by many people, it still caused quite a stir when the official announcement was made.

Some people are impressed by the Alibaba's handwriting in the new retail layout. Some people begin to analyze Alibaba's important position in the future logistics industry from the perspective of logistics industry structure.

Although all of these analyses have some reasons, they seem to have no significance to Alibaba's stake in STO.

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For a business enterprise that is committed to continuing to lead the new retail industry in the future, Alibaba's stake in STO may not just be a big deal on numbers, but more should be devoted to new retail.

This is consistent with the investment style of Alibaba, because once Ali decides things, they must take the lead in a certain field, even if they pay more than they expect.

The Alibaba's stake in STO may be a microcosm of its ambition to become a new era of retail hegemony.

Therefore,

The interpretation of Alibaba's stake in STO can not just stand in the perspective of the express industry, but should be looked up and analyzed to the whole new retail pattern. Perhaps from the perspective of new retail, we can find more deep-seated reasons for Alibaba's stake in STO, and also can snoop into some changes in the new retail battlefield pattern in the future.

Ali shares Shen Tong, not just building the so-called logistics ecosystem.

Indeed, as an industry closely related to the electricity supplier industry, the development of the logistics industry directly determines the development level of the electricity supplier industry.

This is the only advantage that Jingdong can compete with Alibaba and other e-commerce platforms.

As the capillaries between "people" and "goods" between Unicom, the intensity and patency of logistics industry are directly related to users' experience in the new retail era.

Therefore, Ali's stake in Shentong is not just an emphasis on the logistics industry. It is probably the key to create a more open and fast channel for new retailers.

Alibaba's stake in STO is a step towards building a new retail empire. If we stand in the perspective of Alibaba building a new retail ecosystem, even a bigger amount is not an accident.

After joining STO, Alibaba has occupied most of the domestic express industry.

Without accident, the efficiency of the new retail battlefield in the future will be directly determined by Alibaba.

Why do Alibaba think highly of the layout of the logistics industry?

Why does Alibaba take such a large share of the logistics industry under such a large share of money?

First, the most fundamental reason for Alibaba to do so is to get through the intermediate links between the two new retail elements of "people" and "goods".

Therefore, only with the whole weather of the logistics industry can we ensure the true connection between the goods and users.

According to Ma, Alibaba is building a global 24 hour logistics network.

How to achieve this goal, perhaps only by laying the logistics network as much as possible, can we really achieve it.

Therefore,

Taking logistics as a breakthrough point to further enhance the docking efficiency between users and goods is perhaps a key point for Alibaba in the new retail era.

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Alibaba is also the key to eliminate the low efficiency of the user and commodity docking.

Second, raising efficiency is probably just the meaning and connotation of the surface.

The Alibaba may want to achieve greater ambition through logistics.

Data acquisition based on the logistics industry and the upstream manufacturing enterprises may be another reason for Alibaba's in-depth layout of the logistics industry.

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As mentioned above, both ends of the logistics industry are connected with users and commodities.

Through logistics, we can know which products users prefer, which products sell better in a certain area, and which users are more accustomed to what kind of products.

Logically speaking, logistics is no longer just the logistics itself. Instead, it has become a collector and divergent device for big data. Through logistics, we can peek into the pulse of the more accurate new retail industry.

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Just imagine, if every one of us has the logistics data placed in a large database, what kind of situation will it be? And how much impetus will it bring to the traditional industry?

Perhaps, we imagine that this scene is exciting enough.

Alibaba's investment in the logistics industry is such a continuous advance.

On the surface is in the investment logistics industry, but in fact is in the investment data industry, if from this logic, the Alibaba in the future new retail market advantage position may be more worth looking forward to.

Therefore, Alibaba's stake in STO is not just a huge amount of investment.

It is because it is pushing forward the new retail layout.

Jumping out of the fixed paradigm of logistics industry and standing in the vision of new retail, we may be able to draw a more realistic meaning behind Alibaba's stake in STO.

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The so-called illusion is also like electricity.

Alibaba's stake in STO is not just for its logistics ecosystem, but for the new retail industry.

When the layout of the logistics industry is completed, the three elements of new retail are

People, goods and markets can really get through in the new retail system of Alibaba.

We hope that the new retail ecology will be truly realized.

STO's performance has contributed to the big investment of Alibaba, rather than the grand blueprint of new retail, which has finally ignited Alibaba's investment enthusiasm.

From this logic, Alibaba's stake in STO is not an ecological system for the logistics industry, but an important step towards the layout of the new retail ecosystem.

When STO was completed, the position of Alibaba in the new retail market was consolidated and upgraded.

When the new retail market has been established, new trends will be opened.

When the trend of new retail is becoming more and more, Alibaba may finally open its harvest.

To determine whether you can succeed is to predict the depth and breadth of the future.

This sentence may also apply to Alibaba's foresight and annotation for new retail sales.

Whether in the early stage of the battlefield, with the Tencent, Jingdong and other entry players, or in the logistics industry, the investment and "ruthless role", through these events, we see Alibaba's unlimited confidence and confidence in the new retail future.

Although Alibaba has always been investing, investing and investing in the layout of new retail, until the new retail ecosystem is actually completed, perhaps it is time for Alibaba to harvest the new retail fruit.

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At that time, we may be able to truly understand why Alibaba is so firmly in the layout of new retail. We also regret or regret not seeing the future of new retail.

Since the S2b mode is the most basic business mode of new retail, Alibaba, as a big s, needs something that can really be supplied.

Whether in the early stage of the scene, or in the current logistics investment, or in the layout of new technologies, Alibaba is laying out the supply of new retail products.

By the time the new retail era really comes, Alibaba will be able to provide early B with the essential elements of the layout.

From this logic, the layout of Alibaba's new retail is ready for the fruit of the new retail.

In a sense, we can regard Alibaba's current layout of the new retail ecosystem as a new retail ripener. When the layout is completed, the fruits of the new retail will mature, and Alibaba will start harvesting.

The Alibaba has yet to confirm the strategic superiority in relative sense.

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Although Alibaba keeps increasing the layout of new retail sales, the new retail market structure is still stuck. We can not be sure that Alibaba can become the leader of the new retail market in the future.

If the Alibaba starts harvesting at this stage, there will inevitably be users' defection, and the established strategic advantage will also disappear.

Therefore, strategic investment in new retail is still the focus of Alibaba's development at this stage.

It is foreseeable that in the future, we will also see that Alibaba invest more in new retail businesses or businesses, all of which are in order to further layout the new retail market and establish the scale advantage of Alibaba in the new retail market, thus laying the foundation for the final harvest in the new retail maturity.

New retail is still a niche. Hatching is the top priority at present.

Although new retail is the trend, the reality is that the share of the electricity supplier is still dominant in the market size of Alibaba.

Therefore, for Alibaba, incubation may be the top priority at the moment.

How to hatch?

Perhaps it is simpler and more direct to invest in new retail related industries in the form of capital investment.

From this logic, the current Alibaba's investment in logistics, technology and scenes is in order to hatch new retail sprouts, hoping to enable them to grow rapidly into towering trees, rather than just investing and layout from an industry perspective.

Hatching new retail may be the key to Alibaba's ongoing attack and investment.

The Alibaba's view of STO shares can not be confined to the logistics industry itself. Instead, it should pay more attention to Alibaba's ambitions in the new retail market.

If you simply think that Alibaba only knows buying and selling, it is clear that the Alibaba itself is constantly adding to the new retail channel.

From the perspective of the new retail layout, we may be able to draw a deep revelation of Ali's stake in Shen Tong.

When new retail is growing, harvesting is inevitable.