Chimome takeout has developed quite well in Qiantang, especially with the added bonus of Fengniao’s same-city delivery business, it has quickly formed a competitive advantage in the market.

However, as Ali's Taodiandian gathered resources from DDS, Xiaoqingma and other merged companies and started tit-for-tat competition, Qingyun's market share inevitably declined.

After all, this is Qiantang, Ahri's base camp, and the Six Gates have to give it some face, so the storms of attack in Shanghai, eastern Guangdong and other places have little impact on this place.

With the temporary reinforcement of some personnel drawn from the Iron Army, a highly efficient distribution team was quickly formed and grew at a very fast speed.

No matter how stubborn the Tongda Group was, it did not dare to reject Ali's request to be an agent in Qiantang, so the first-line delivery and collection business was a one-sided bargain for both parties.

Fortunately, most of Ali's business is outsourced, and there are franchisees in the middle, so the business commission fees given to front-line employees are not high.

Especially the self-pickup and self-delivery model of Cainiao Network, in comparison with the Qingyun system, there is no way to gain consumers' understanding.

Why should I pay the same price and Hummingbird can deliver the goods to my door, but you, Cainiao, act like a big boss and just leave it to the station and let me pick it up myself?
A habitual problem!

In this regard, Taodiandian and Fengniao are helpless. After all, the problems in their business model are not something that their subsidiaries can solve.

Taotao is currently negotiating with express delivery companies. There are two core demands. One is to lower prices and the other is to further reduce logistics and express delivery costs.

The second is to cut off the cooperation between express delivery companies and Hummingbird.

In this regard, Li Zehua just wanted to say one thing: what were you doing a month ago?
Now the Tongda Group and Fengniao hold shares in each other, and their cooperation in complete vehicle and factory businesses is highly tied together, so it is almost impossible to win them over easily.

To deal with Ahri's attack.

Qingyun Group sent another powerful branch general manager, Yue Zhongmin, who once served as vice president of a domestic fast-moving consumer goods company.

As soon as he took office, he spent several days running around the market to understand the situation, and immediately began to make arrangements to respond, changing from comprehensive competition to focused competition.

A large number of outstanding employees were drawn from the 22 stations originally scattered around Qiantang to form six death squads.

That’s really the name.

As the name suggests, it is used to form a fist for the company's business expansion and to engage in a desperate battle with Taotao in key areas.

The drawbacks of the agency franchise model may not be a big problem under normal circumstances, but in this fierce struggle where blood is shed, it will soon become unsustainable and gradually lose the battle.

There are many reasons for this, the most critical of which is the presence of an extra layer of middlemen, which intercepts the interests that should have been passed on to front-line businesses and consumers.

But blessing and misfortune are interdependent, and there is no way to have the best of both worlds.

The most direct manifestation of the Qingyun Group's success was the sharp decline in Taodiandian's business. In addition, Liao Fan, the general manager of the local life business unit, was transferred, which caused panic among the people for a while.

Its main business was once paralyzed.

But the market is still there and will not disappear because of Taodiandian’s failure, especially the largest consumer market that has been cultivated, the white-collar office worker group.

Taodiandian’s food delivery is delayed due to the large number of front-line business leaving, and consumers are also voting with their feet. Will they not eat without you?

Look, even some employees of Ali are secretly using the meal ordering service of Chimo.

As soon as it was time for dinner, some people would sneak downstairs, acting like underground workers meeting each other, and when they came back, they would have multiple takeaway boxes in their hands.

In the beginning, Chizume was very careful in its deliveries. When approaching the Ali Building, it took off its conspicuous work clothes to avoid irritating its competitors.

After a long time, you find that nothing happened?

At this time, Ahri's management was still arguing about who should be held responsible.

Hundreds of millions of dollars of investment have gone down the drain. No matter how wealthy and powerful a family is, they cannot afford this loss.

Although Liao Fan bears the biggest blame, who will take the blame for decision-making and supervision?
If the people above are like this, naturally no one will care about the people below. Are they really not allowed to eat?

The sky is huge and the food is the biggest!
However, if you walk too much at night, you will always run into ghosts...

Jack Ma has been in the United States for more than a week, and including his communication with SoftBank's Mason Sun at Jiaobenji, he has been out for almost 10 days.

The contact with Yahoo was not smooth at the beginning, but with the intervention of Squid, driven by interests, the focus of the dispute between Ali and Yahoo gradually shifted from payment to the 40% equity.

Squid is very interested in the shares of China's e-commerce giant, and is even more interested in the financial attributes behind the payment system.

As expected of the group that controls Wall Street, they are the most professional in capital operations.

In a dazzling operation, the payment system was settled and Yahoo's 40% stake was firmly tied together.

As long as Jack Marken nods and pays a little insignificant interest, all the troubles will be solved by BlackRock, Vanguard and the like.

If necessary, Goldman Sachs and Morgan Stanley can also take over part of the shares.

As for the insignificant part, we will discuss it in detail after Jack Ma returns to China and discusses with the regulators and allows foreign investment in wholly-owned domestic subsidiaries.

After getting a satisfactory answer, Jack Ma flew back to China from America. Even he was so tired from the long flight that he had to take a nap in the car to rest for a while.

When he was about to return to the company, he opened his eyes and asked his assistant to call a meeting of the company's top executives.

Jack Ma, who had not been home for a long time, felt the familiar environment around him and relaxed after solving a major problem.

But things don't go as planned~
If dozens or hundreds of people in a building order takeout at the same time, you are bound to be discovered unless you are blind.

It was only a matter of time before Jack Ma caught him in the act.

He didn't pay attention at first, but soon he saw slogans such as "Made Takeout" and "Hummingbird Delivery" clearly appeared on the yellow robe.

His face was ashen!

The boss's anger is no small matter.

Especially for an industry giant with a market value of hundreds of billions, when Jack Ma is unhappy, many people will suffer.

For example, when Liao Fan was banished to the cold palace, there were people in the company who pleaded for him. After all, even if he had no merits, he had worked hard.

Now facing the furious Jack Ma, no one dared to speak carelessly. His tragic end could be foreseen in advance.

After collecting all the information and conducting a comprehensive analysis, Jack Ma decisively fired several ineffective people.

He also personally selected elite soldiers from the Iron Army and quickly reorganized the management of the local life division!
Then, things got out of control!
To use Jack Ma’s original words: We are now like a lion who took a nap and was ambushed and bitten on the tail by a shameless little jackal.

If you don't retaliate fiercely, who will care about the lion king's dignity in the future?
……

"So the cause of the incident was that the frontline salesperson did too well and ran to the Ali headquarters to deliver food, and was seen by Jack Ma himself, so he got mad?"

Li Zehua had a weird look on his face, as if it wasn't real. How could he reason with this?
But people need to eat and it rains, and he can't stop them. He can't just issue a notice saying that Ali's delivery order will not be delivered, right?

"I wonder if a certain group in the future will be beaten out when they send Ahri?"

As he thought about this, he quickly said, "Mr. Wu, thank you for sharing this inside information. Let's leave it at that for now and continue discussing the response strategy.

Assistant Guo, please continue to explain the situation. "

In this conference room, all the directors and executives of Chimome and Hummingbird were present except Fang Guohui, and Nie Tengyun came to attend the meeting in person.

Pinxixi’s two executive directors, Sun Tongyu and Lin Wenhui, who have not yet been announced, are also on the list.

Guo Xinyi was allowed to continue: "After urgent consultations with various express delivery companies just now, we are trying to avoid new disputes in the express delivery business.

Fengniao Group agreed that Tongda Group would make some concessions and negotiate with Taotao on the express delivery fees first to delay the time as much as possible.

At the same time, he did not choose between Hummingbird and Rookie and stood aside. This idea was also conveyed to Ahri, forcing the latter to give up the unrealistic idea of ​​achieving a complete monopoly in Qiantang...

However, in the same-city delivery and takeaway business, Ali intends to merge Taodiandian and Cainiao Network.

They have unified their external propaganda, saying that they will start with a billion-dollar investment, with no upper limit, to build a world-class distribution system..."

"It starts at 1 billion, and there's no upper limit. It looks pretty impressive."

When he finished speaking, Gu Shijie smiled and said, "I just don't know how much the front-line salesmen can get."

He is in charge of human resources and is most sensitive to this data. He pointed out the biggest problem of Ali's entire promotion plan.

Guo Xinyi took a quick look at the information and said, "It is not mentioned at the moment, but according to the standards set by the original Taodiandian, the average salary of first-line workers fluctuates between 2500 and 2800." "It seems that they still haven't learned their lesson."

Li Zehua changed into a comfortable half-lying position. He wanted to convey a belief to everyone that there was nothing to be afraid of about Ahri.

“Agency, outsourcing, franchising, haha.

Who doesn't want to reduce costs and increase efficiency? But the service industry must be implemented in a practical way.

Not paying the delivery team that provides key services and investing the money in stores and consumers can certainly bring temporary prosperity, but who will provide the service? "

Seeing that some of the participants did not understand, he signaled Guo Xinyi to continue sharing information.

“This is based on the information we collected from visiting stores and observing the Taodiandian official website.

Their main policies are concentrated in stores. For example, in the first month of cooperation, not to mention the various benefits enjoyed, the proportion of delivery commission service fees remains at around 2%.

Ali promised that investors can enjoy a continuous discount of 2-5% in the medium and long term, and there is no guaranteed commission in this regard.

At the same time, Taodiandian has set up two different systems: merchant service fee and delivery service fee, stipulating that within a three-kilometer radius, merchants can be exempted from delivery fees in the initial stage of cooperation. "

"Wait, two different fee systems?"

Li Zehua pondered for a moment and said, "No wonder they can promise a medium- to long-term guaranteed return of 2-5%. It turns out that their plan is based on this. As long as we can successfully gain access to the market,

The merchant service fee will not increase, just increase it under a different name.”

"It's the same when it comes to marketing. In the early stages, you rely on low-price subsidies to increase your market share and scale. Once you gain an exclusive monopoly, there are plenty of opportunities to make money."

Wu Yibin is very familiar with Taotao's development model. At the beginning, Taotao wanted to charge merchants a store opening service fee.

It was only because the opposition was too loud that we gave up.

But now, this fee is collected openly by selling traffic, links, promotion channels, and exposure positions under a different name.

Add to that the normal commission, and you'll make a ton of money.

This is the benefit of platformization. It is equivalent to Ali setting up a large shopping mall on the virtual network, and merchants from all over the country come to rent space to sell products.

If you must say there is any technological innovation, then I can only say that different people have different opinions.

Qin Lang looked through the information in his hand, "The most troublesome thing now is not the merchants, but the subsidies for consumers.

Every new store offers a combination of three popular products, which is equivalent to a promotional discount of 10% of the original price. For consumers, the price difference is everything.

No matter how well we do, no matter how perfect the timeliness and quality of our services are, we cannot stop diners from voting with their feet.

In just two days, Taodiandian’s order volume surged by more than 600%. Customers who stayed on the website still didn’t know that Taodiandian was having a promotion.

Once they know, these people will definitely not be able to stay. "

"It's just a price war, that's all."

Li Zehua waved his hand and said, “At present, Taodiandian is only limited to the Qiantang area to carry out similar activities. If restrictions are imposed, the next step will be Shanghai, Jiangsu, Zhejiang and Shanghai.

Once they gain a foothold, they will also lose the same-city delivery sector.

So, directors, how to choose is up to you. "

Fang Guohui couldn't come back for the time being, but representatives of all shareholders came. Even JD.com, which only holds 2% of the shares, entrusted Hu Zhiyuan to vote on behalf of Liu Qiangdong.

“Before coming here, everyone held emergency consultations and entrusted me as a representative to present the collective opinions of the shareholders.”

Wu Yibin greeted the representative of Magic Investment nearby, and after getting confirmation, he said, "Follow, for sure!
But Mr. Li needs to give a clear answer, how much money is needed to gain a complete advantage, because the opponent is Ahri!
If the endless price war continues, who will guarantee the rights and interests of shareholders?
At the same time, Mr. Zhang of Gaoling entrusted me to make a suggestion to the board of directors whether it is possible to consider introducing Tengda as a strategic partner and give up a certain share of shares.

I personally think this is a good suggestion. After all, in the BAT landscape, Tenda has the best development and can provide vital traffic support for the company’s business.”

Li Zehua saw that other people had similar reactions, so he didn't get angry.

“To answer the first question first, I personally estimate that within a month, the war in the food delivery field will spread across the entire Jiangsu, Zhejiang and Shanghai regions.

If we only rely on eating the Mejia Hummingbird to compete, as Ahri said, 1 billion is just the starting point. "

Gao Ling's representative's eyes lit up, "So?"

"Listen to what I have to say first."

Li Zehua continued with a smile, "First of all, judging from the size of Ali, 10 billion will not have a big impact on its main business.

As for us, we cannot come up with so much money for the time being. Most of the funds from the first round of financing have been invested in various projects. Including the loans, we can only come up with 1.5-2 million yuan at most to cope with the situation.

As for Hummingbird, Mr. Zeng, please tell me the number. "

Zeng Haiyang really wanted to talk about the takeaway business, but it didn't account for a large proportion of the company and there was no need to fight to the point of bankruptcy. He mentioned it clearly during the communication in the morning, but Li Zehua refused.

I also explained to him the importance of the entire Qingyun system and the construction of the ecological chain. As a soldier, he was willing to sacrifice himself at the critical moment.

Isn't it just a fight?
Fight, fight till the world is turned upside down. Anyway, it is to buy time for the Hummingbird to develop. If it collapses, the Hummingbird will be the next to be suppressed.

It's done!

"Chairman, Hummingbird can put out 1 million yuan in the early stage. As the business volume increases, it won't be a problem to squeeze out another million or million yuan."

"Then let's calculate it as 2.5 million, 1 to 4."

Li Zehua thought about it and said, "Once the subsidy war starts, the takeaway market will definitely continue to be hot for a while, and with college students about to start school, these consumers will join in.

The subsidy amount will increase every day. At the beginning, it may be one or two million a day. Later, as the influence spreads, more and more people will join in and enjoy the subsidies.

According to the current market size, it is not a problem to triple or quintuple it easily, which means about one million orders per day, and merchants and consumers will make up for it, so the minimum expenditure is 1500 million..."

With every number he mentioned, the faces of the shareholder representatives present grew darker.

But he continued talking.

"We take an average value, and by the end of September, 9 million per day for 45 days, that's 4.5 million.

Is 4.5 million enough? I think it is far from enough. It will take at least two or three more months to determine the outcome. During this period, plus the expenses such as advertising and promotion costs, a conservative estimate is 20 billion.

Therefore, now is the time to test the financial strength of all shareholders. I suggest that you increase your capital in proportion. As long as you win this tough battle, you can gain a firm foothold. "

Even Temasek was frightened. Wu Yibin swallowed his saliva and said with difficulty: "We have to fight, but for such a large amount of money, I'm afraid we can only get it after a comprehensive evaluation by the head office."

Representative Gao Ling once again proposed to lure Tengda into the game. This time Li Zehua did not refuse and said that they could talk about it first.

In his heart, he had no hope for this. As for Tengda, it was enjoying the monopoly at the moment. Even if it was willing to invest, it would definitely make a lot of demands.

The nature of big companies is that when they are short of money, they will do everything they can to lower prices. They will often use scarce resources to replace cash and sell their own business services at a good price.

But now is not the time to be entangled. Even Lin Wenhui couldn't help but speak up, "Boss Li, can you guarantee that the competition will end smoothly within 20 billion funds?"

"Come on, that's Ahri, what do you think it is?"

That being said, he did not stop himself from leisurely blowing a smoke ring. "Let's prepare the money first. Whether we can get it smoothly is still a question."

Under the current circumstances, the nationwide business has a monthly sales revenue of just over 6 million, although the valuation of the first round of financing plus the additional round has a market value of nearly million US dollars.

But including the start of school for college students, the performance is only more than 200 million. If we want to grow, we have to rely on the continued growth of PC users.

It would be fine if the company could develop step by step without any rivals, but with the entry of such a strong rival as Ali, some shareholders might back off.

But Li Zehua was not worried at all. He planned to raise 20 billion yuan, but he did not say that it would all be used to fight Ali!
Just Taodiandian, is Cainiao Network launching a price war?

He had thought of a countermeasure two months ago.

Do you really think that the ecological chain construction he always talks about is a joke?
"Companies that don't put people first are all scum!" (End of this chapter)