Rebirth 2010: I taught Mr. Lei how to make a mobile phone
Chapter 709: Draw the sword, open conspiracy!
Chapter 709: Draw the sword, open conspiracy!
The core members of the Other Shore Alliance were returning south on Chen Mo's Gulfstream private jet.
Inside the cabin, they either analyzed data on computers or deployed work through satellite phones, turning the 10,000-meter altitude into a mobile combat command center.
For them, holidays are just special working days, but the smoke of war in the shopping malls will not stop.
Taobao’s battle report shows that today’s sales are comparable to a medium-sized promotion, with a scale approximately equal to 0.3 Double s.
Ironically, the birth of "Double 12" is "attributed" to Liu Qiangdong's relentless pressure back then, which opened up a new battlefield on Alibaba's promotional calendar.
With the coordinated efforts of multiple resources from the Alibaba Group, JD.com's market size has shrunk by nearly 25%. This battle can be described as a great victory for the Alibaba Group.
From Taobao's data hitting new highs to the rise and fall of JD.com and Alibaba's stock prices, the capital market's reaction is the most intuitive barometer.
But at this time, Lao Ma frowned. Based on his understanding of Liu Qiangdong, this man is definitely not the kind of person who would sit and wait for death.
Especially after receiving the news two days ago that Chen Mo was bringing a group of people to support JD.com, he had a bad feeling in his heart.
In fact, Lao Ma could roughly guess what the other party wanted to do, which was nothing more than the old trick of forming alliances and making coalitions.
These are just the tricks I have left over. I have some of the same tricks as you. Before, Taobao wanted to join Douyin and cooperate with it, but was flatly rejected by the other party.
However, by some strange coincidence, Taobao Live has now been launched, and the results are quite impressive. Now Lao Ma feels that he can understand what Xiao Ma felt at that time.
It must be said that Chen Mo has a good brain, and sometimes copying is quite useful.
In particular, he also pried Kuaishou from the other party, which made him quite satisfied.
If Kuaishou’s audience was not too low-end and not in line with Taobao and Tmall’s subsequent high-end development strategy and consumer group positioning, Kuaishou e-commerce could have been successful. What a pity.
At present, the domestic economy continues to improve, consumption upgrading is imperative, and the future e-commerce market will definitely be dominated by mid- to high-end consumer groups. Therefore, under his instructions, Zhang Yong, as president, commanded the three armies and was responsible for Alibaba's mid- to high-end market, laying the foundation for its dominant position in the next decade.
Dealing with JD.com is just the first step in this big game.
His eyes never stay on the present, but on the future.
December 12th, Christmas.
Liu Qiangdong convened a closed-door meeting with more than a thousand brand representatives at JD.com’s headquarters.
On the same day, a large number of rather sensational and leading remarks suddenly emerged on the Internet: "JD.com is being hunted by capital", "Dong Ge fights alone", "Crowdfunding for Dong Ge's vitality".
These copywritings, full of "brotherly" sentiments, accurately hit the emotional soft spots of JD.com's core user groups.
On December 12, JD.com, which had been preparing for a long time, finally made its move.
It announced the launch of a three-day "Common Prosperity" promotion during the New Year's Day period, with the hard-core slogan "If you are a brother, come and buy me", and at the same time launched the promise of "Price guaranteed for New Year's Day, refund if you buy more".
But the specific discount for the three-day New Year's Day holiday was marked with a big red question mark, which was very eye-catching.
Even more explosive is Liu Qiangdong's message on Weibo:
"As a fellow rich man, I dare to lower the price, do you dare to follow suit? @Rural Teacher Lao Ma!"
Is JD.com going to launch a decisive battle with Taobao during the three days of New Year’s Day?
This straight ball instantly set off the entire Internet, especially the technology circle was in an uproar.
Analysts were shocked: JD.com, which is facing a tight cash flow, is actually going to start a price war? Isn't this a dead end? Taobao is still implementing the price comparison policy of "JD.com price + 1 yuan for free".
Some industry insiders secretly proposed a hypothesis: If JD.com really launched a "zero-yuan purchase" policy, Taobao would suffer greater losses based on its size. Given Liu Qiangdong's previous lawless behavior, it is possible that he would be forced into a desperate situation and make a desperate move.
Many people even felt that they smelled a familiar smell from it. If this scene really happened, they seemed to have seen it before.
But they also know that this is impossible. JD.com and Taobao cover more than 80% of China's e-commerce market with a turnover of trillions of dollars. Even if Liu Qiangdong and Ma agree to do so, this behavior of suspected malicious disruption of the market economy is destined to be stopped by regulatory authorities.
The stock market gave the answer. JD.com's stock price fell again by 4%. Many retail investors and capital were not optimistic about JD.com's statement this time.
The media headlines were all pessimistic:
"A last stand: JD.com's counterattack or final elegy?"
Liu Qiangdong makes a desperate move, and the e-commerce industry is once again in turmoil
"New Year's Day E-commerce War 3.0: JD.com and Taobao Showdown"
Even the usually rational "Lao Hu Shuo Shi" made a sharp comment: "Anyone with a discerning eye can see the danger, but Liu Qiangdong chose to face the challenge head-on. This is either stupid or reckless, and the Dong brother mentioned by netizens is obviously the latter."
Since then, Liu Qiangdong's reputation as an "Internet reckless man" has spread.
But after the public opinion was warmed up, the majority of netizens didn't care about this or that, and spontaneously organized "aid to Dong" actions on major platforms, ready to support "Brother Dong" with real money when the time comes.
At the same time, many lists of brands that had previously defected from JD.com were exposed online and were criticized by netizens, who called these brands traitors who were out of touch with the masses.
Subsequently, more and more consumers who had used these brands began to expose negative news about the related products online.
The number one question on Zhihu's hot list, "Will brands that abandon the people be abandoned by the people?", has received over a million likes. That night, the brands affected by the public opinion were actually a little panicked, but the arrow has been shot and there is no turning back. They had just signed an exclusive agreement and there was no reason to regret it. They could only go down this path.
After 48 hours of public opinion fermentation, on December 12, JD.com finally revealed its long-planned strategic trump card.
With the shocking picture of the heads of six industry giants signing the agreement together, this "galactic battleship" led by JD.com officially set sail.
JD.com Group released two major announcements: first, it reached a strategic cooperation of hundreds of billions with Bi'an Group, SF Express, DJI Technology, Pangdonglai, and Xiaomi;
It then announced that it had received a strategic investment of up to 500 billion yuan from institutions such as Bian Venture Capital and Shunwei Capital. The funds will be used for global layout and group operation upgrades.
These two pieces of news were like a strategic-level nuclear bomb, instantly detonating the entire Chinese business community, and its shock waves even reached overseas markets.
The media that had previously criticized JD.com fell silent, and those who questioned its possible violation of the Anti-Monopoly Law were also refuted by the analysis of professional legal experts. The strategic cooperation of these cross-sector enterprises accurately avoided all legal risks, and its compliance level made industry insiders sigh: "There must be an expert behind JD.com!"
No wonder JD.com suddenly had the confidence to start another price war, and no wonder Liu Qiangdong has been slow to speak out. It turns out that everything was being done in silence.
When this big move came out, it really shocked countless people. Unexpectedly, in an instant, the situation was turned upside down. Not only did JD.com come back to life, but everyone could see the tremendous energy accumulated behind it.
In fact, when Chen Mo finalized all these things and announced them to the public in a few days, some people still raised some concerns. For example, after all, a business alliance like theirs, even if there was cooperation between companies of their size, it was all done secretly and could not be seen in the open.
Chen Mo’s original words at the time were, “So why do we ask everyone to bring their own legal affairs? It is to avoid risks. As long as it complies with the law and is not prohibited by law, you can do it.
Only those who have something to hide will be afraid of this and that and cannot stand the light.
We don't do anything that would be against our conscience. Letting the sun shine in is good for our physical and mental health. We are doing things that benefit the people and society. Unity is a greater force. What are we afraid of?"
The capital market’s reaction was the most direct.
When the U.S. stock market opened that day, JD.com's share price soared 14% like a rocket, causing countless investors who missed out on the opportunity to lament their failure.
And this is just the beginning.
Just one day later, on December 12, JD.com delivered three heavy blows in quick succession:
JD.com announces plans to build five world-leading intelligent unmanned warehousing centers within three years
JD.com x SF Express: Ultra-short-chain logistics revolution, nationwide next-day delivery coverage increased by 40%, and ultra-fast delivery was achieved in 70% of regions
"JD.com has reached in-depth strategic cooperation with thousands of brands, comprehensively upgraded its supply chain, and expanded its product categories by 30%"
This series of rapid business moves not only caught Internet peers off guard, but also shocked the entire market.
The long-silent lion, once opening its mouth, roared loudly, shaking the mountains and forests.
Especially the peers in China's e-commerce industry, who originally thought that JD.com was going to die, and they were waiting for it to be eaten up by Taobao so that they could get a piece of the pie.
Now, when the tide receded, they discovered that JD.com had such deep roots, and their pre-planned plans became completely worthless.
What makes them most uncomfortable is that, although the three days of New Year’s Day are not as big promotions as 618, Double Eleven, and Double Twelve, it is still a small promotion.
Whether it is Taobao, Dangdang, Suning, Vipshop or other vertical e-commerce companies, they are all good festivals.
When JD.com rushed into the New Year's Day promotion festival with great momentum, it promoted the event extensively, foreshadowing that they would do something big on New Year's Day, and even shouted out the slogan of common prosperity. In addition, the 5 billion yuan of funds was like firepower support from an arsenal, but the specific content of the event was kept silent, leaving a question mark.
The most disgusting thing is that there is only thunder but no rain in JD.com. This looks like a storm is about to come. Is it heavy rain, rainstorm, showers or just loud thunder with little rain?
Is the New Year's Day holiday 20% off? 50% off? Or is it really completely free as previously speculated by the media?
Netizens don’t know, the media don’t know, and competitors don’t know even more.
If everything is clear, everything will be easy to discuss. Everyone can prepare in advance.
For example, hiring internet trolls to regularly publish articles to spread slanderous messages, if your price is low, I will coordinate the supply chain to make it lower than yours, and communicating with the capital behind the scenes to prepare enough ammunition in advance, all of which are easy to do.
We all fight hard like this, and if we lose, we lose, and we have to accept that we are not as strong as others.
But now I don’t know what the most critical discounts and benefits are. If I lower the price too little, I will not be able to compete with the other party. Not only will I lose money, but I will also give up the market. If I lower the price too much, what if the other party deliberately creates confusion and makes a feint, and all the money goes to the poor. Wouldn’t that be a sin?
But in this situation, I have already taken off my pants, and you said you are not sure whether your period has come or not. This kind of feeling of being neither in nor out is so suffocating.
The unknown is the greatest deterrent.
Since ancient times, open conspiracy is the most difficult to solve.
In the past few days, the heads of China's major e-commerce platforms have been unable to eat and have been very anxious. Many people even asked others to inquire with JD.com to know the specific details, but they were all turned away.
In this business war without the smoke of gunpowder, JD.com and its brothers used a series of precise strategic combinations to confuse all the competitors in the entire Chinese e-commerce industry.
Especially Lao Ma, he seemed to be frightened to the point of being speechless. Otherwise, why didn't he dare to say a word on Weibo after several days of Liu Qiangdong's call?
A week ago, public opinion was overwhelming, but JD.com remained silent.
In just three days, public opinion was still overwhelming, and it seemed that the other party was playing dead.
This upside-down reversal surprised and frightened many competitors.
(End of this chapter)
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