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Ma Yun and Liu Qiangdong taking "debate": traditional enterprises want to do (1)
 

In February 19th, the Jingdong group chairman of the board of directors, chief executive Liu Qiangdong publicly called for, should the traditional enterprise e-commerce sector own cut, if a company's sales are sold by a considerable part of the electricity supplier, is an absolute disaster.

The next day, Alibaba chairman of the board Ma said, very easy for entrepreneurs to cut a sector but not a retail electricity supplier channels, should be more powerful.

The two entrepreneurs are in 2016 China Yabuli entrepreneurs forum Sixteenth Annual Meeting to make the above statements. In Yabuli hundreds of kilometers east of the city of Harbin to ski is here once a year China entrepreneurs talk about the economic situation, party ideas and entrepreneurial spirit.

Liu Qiangdong this year for the first time in Yabuli, private plane arrived at Harbin airport, he in 19 evening dinner and attend the opening keynote speech. He was sitting on the table 1, the left hand side is Vanke chairman Wang Shi, chairman of Taikang Life Insurance Chen Dongsheng, right hand side row out is Lenovo chairman Yang Yuanqing, Ma Yun.

On the stage, Liu Qiangdong outspoken of recent 5~10 years some of the traditional brand transition to e-commerce in the.

"The traditional bidding and electronic commerce department responsible person, the other will be opening a 3 million annual salary. A lot of VP (vice president) have worked for 10 years, the annual salary of about 3.4 million, four million. He gave the first lecture on the boss said, you see Liu Qiangdong do electricity supplier more than ten years of losing money, so if I do business, must lose money. The boss said no transition to die not, so let the money online sell things, put on a variety of online advertising." Liu Qiangdong said.

Liu Qiangdong was named to a domestic well-known footwear Brand Company as an example, the business sector as retail customers to do business, frequent promotions short profit. "A few days ago, a friend of this company last year in Chinese shoe inside business transformation is successful (and not to the Jingdong, it supply) 1/3 sales through online sales, online for 2 billion yuan, net profit of 10 million. The boss is very happy, because I don't lose money, but also earn a little." But Liu Qiangdong not to regard it as right 'have a look at the financial statements, if all enterprises supply dealers to sell, rather than do direct sales, net profit of 380 million yuan to be." Liu Qiangdong said.

According to the surging news from understanding, 380 million yuan is calculated by the footwear industry average profit margin.

Liu Qiangdong said, do the best selling several brands only DELL, Amway and other very rare in the world, even though it is the brand, more than half of their sales are not through their own direct sales business platform, or through various retail channel sales out of the world.

Liu Qiangdong suggested that enterprises can cooperate with the electricity supplier companies, the development of online business. That is to say, let the electricity supplier to become part of its huge in retail channel. The electricity supplier company will help traditional enterprise cost control.

The second day of the Yabuli, MA in the former "best debater" of Fudan University, associate professor Jiang Changjian's instigation, return the views of Liu Qiangdong.

Ma Yun said, now just like electric, "you are a match for burning, burning coal, electricity suddenly, means to change suppliers, and the beginning of the cost to the high point, but you need electricity. Therefore, the reform of the control is that you are not to believe that this is the future.

Ma Yun believes that if the electricity supplier business outsourcing to the third party company, "you do not know what, what is your love of customer complaints, equal to a person wearing ten clothes you don't know is winter or summer."

The topic of "debate" also rose to the level of supply side reform.

Liu Qiangdong believes that the supply side reforms is to reduce the production flow, sell the business.

Ma Yun believes that the core idea of supply side reforms, is to take the customer as the center, change yourself to others.

"Enterprises have experienced ups and downs is normal, entrepreneurs should have confidence in ourselves, the current difficulties are we face together, do not easily sell enterprises, especially in the context of economic slowdown, we all want to sell, sell it?" said ma.

Behind Liu Qiangdong and Ma debate, reflecting the business model of the dispute China's two largest e-commerce company.

Jingdong is the largest electricity supplier B2C Chinese, goods from the Jingdong to the enterprise procurement and sales to the user. Jingdong is the value chain integration mode, has the characteristics of business closed loop, open platform and marginal returns.

Alibaba to provide online trading platform open to the seller and the buyer, the trading platform scale of revenue management as the core strategy. Platform mode so that businesses can reach consumers directly, understand what customers need, on-demand business.

Ma Yun also said that he most want to drink tea is China former leaders Deng Xiaoping. He hoped that President Xi Jinping said, not too hard.

-- -- -- --

The following is the Ma and Liu Qiangdong speech in yabuli:

Ma Yun speech record

Good morning. Many people go skiing, I did not go, I first learned to ski in ski Yabuli, Abbott mechanical after I went to Switzerland. Because in Yabuli learned to ski, I think I can ski in Switzerland, I took a 15 minute cable car climbed to the top of the mountain, a look at his frightened, I don't know for 15 minutes to climb so high, a mountain slope, and all ski couldn't that way, I wouldn't slip, I spent nearly 2.5 hours to go down.

Sometimes, we know a lot of things, I think that I think you know, if you do not have the heart of fear, not the future of the future, gratitude is to the force of yesterday, today, tomorrow to have awe, we may never stumbled, lumpy.

Today the whole enterprise may encounter difficulties, I have most people today have difficulties, but more and more, more and more troubles, I believe I encounter many difficulties, many companies here may not meet. But what to do? The choice of doing business, choose to do Alibaba, choose to do the Internet, select a group of young people to do this thing, you can stick to it, you believe you can cheat, we said yesterday is not to allow yourself to believe you, but don't let people believe, actually we don't others believe it or not, anyway, I believed.

Ali went today a lot of problems, so that when Wang Shi was climbing out, I don't climb. I asked him why he said to go mountain climbing, climb to the top of the hill you can think clearly, I can clearly want to sit on the toilet, every day I climb over the mountains, all of our entrepreneurs every day in trying to do what the snow capped mountains, the Kaner kaner. So in fact, we see a disaster in the future must, only see the disaster, see the difficulties, know the disaster, know people who have difficulties, are eligible for optimism, otherwise blindly optimistic. You do not know the future disaster where you are blind.

So, I see today's economic situation Chinese isn't good for anyone, so this is a good thing, if it is not good for you, you of the disaster. Moreover, the economy is good or bad, you actually didn't matter, today China economy there is no problem, which country's economy is no problem? Have a problem, but in my own opinion, today we are on the economic panic itself than to the larger economic problems. The upgrade for so many years, said China economy is not sustainable for so many years, that we are not fully aware of the financial crisis, the financial crisis in 2008 has such a great influence on the Chinese, the outbreak of the financial crisis is like a tsunami, today in the United States and then to Chinese, this is a process.

Because we do not fully prepared, then we not on the whole Chinese economic transformation and upgrading costs fully prepared, everyone shouting to upgrade, but the transformation and upgrading of the price is how much, how to do that we are not ready. But today, with the decline in oil, energy, resources to support the entire economy, it is imperative to have such.

It is also a judgment of the economy is good or bad, with GDP but the relationship is not too big, whether a national economy is healthy, whether there is hope to see whether stable employment, whether young people have jobs. If young people lack of employment opportunities, the economy even if GDP is not very high, today China youth employment has not yet appeared, if this problem occurs when it is all disaster. So the young man went to where?

In fact, China now has three new growth points, the three new growth points, first, service industry. Second, consumption. Third, high tech. This is China the new "three carriages", if the traditional and infrastructure investment, exports, and domestic demand as the carriage, then the consumer, services, high-tech is the three Mercedes benz. Because only so to think that this is the United States experienced, experienced in Europe, Japan experienced we must think about the future, China really three grades not carriage car, that is the consumption, the service, the high-tech to do it, this is our problem to be solved.

From the three driving old carriage and we have to think about a problem, our country's infrastructure investment in 30 years, has invested so much money, whether we should from infrastructure investment into infrastructure applications, we put so much equipment, throw so much money, but the application ability difference is above all imagine. That is to say if the hotel is not given to the Mediterranean club, if the boss to buy their own, to build their own, their own use, if you have a hotel is handed over to the Shangri-La operation, or your own operation? If our country put decades of investment open to private enterprises, the operation must be professional, must to the market to operate. So I think this is a great opportunity, we have our own assets to revitalize the country, once bought something good investment. Second, export-oriented economy, can not be sustained. Must have a balanced development of import and export, Chinese has become a huge market in the world, to become the world's largest buyers market, I agree to buy, to buy other things into China, Chinese impact, accelerate the transformation and upgrading of China. Chinese not overcapacity is backward overcapacity, high value of production capacity is not enough, not China production is not the toilet, toilet has good creative toilet we will not production, production is not enough, so must take into account the balanced development of import and export.

In a domestic market, what is the demand? Domestic demand is consumption, "domestic" these two words was wrong, domestic demand is economists mention, consumption and the previous two, why consumption can not do it, do not demand? Because investment and exports is the leading consumer market oriented, enterprise oriented that the government may have the ability to put money in the bank to take out infrastructure investment, the government can through a variety of methods to stimulate exports, but it is difficult for the government to put people's pockets to qiantaochulai do what. So the people pocket money out of things this is entrepreneurial innovation, is the behavior of the market. Our country is in the market economy on the road should be increased constantly go down.

So I feel, this two word consumption and domestic demand to be redefined, in reality we speak is to pull consumption. Just like a lot of movies on TV, you asked him why, said to be engaged in art, engage in culture. Are you stupid in there, to go abroad for cultural translation, one actor said to be engaged in the culture, you engage in museums or engage in library, culture is the concept of direct I am engaged in the entertainment, so good, you have to listen to understand. So today is what consumer consumption is the consumption? Can consume things, the fee is to waste things.


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