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The author:(作者)aaapublished in(发表于) 2014/7/27 17:52:24 Liu Qiang East complaining： apples， Ali， both shot in the
Liu Qiang East complaining: apples, Ali, Nokia gun-Liu Jingdong-IT news Liu Qiang East complaining: apples, Ali, both shot in the
At CEIBS on the 20 anniversary special events, in the face of a number of admiring wild "fan", Liu true temperament showing, reviews a number of companies.
Complaining the apples: difficult to fire ten years
All consumer electronics brands are not an evergreen tree, why? Because of decades of development in consumer electronics always innovation, constant innovation, you never know who will show up tomorrow a new phone is better, make us happier, perhaps overnight Apple phones are out. All of the world's consumer electronics, no fire for 20 years, I have only seen one Apple. But Steve jobs is a genius, is God sent us a gift for all mankind, is precisely because of this genius, only one company fire ten years, but I don't think Apple continues to innovate, it's hard to fire ten years.
Spewing Alibaba: deformity of unsustainable
Pure platform e-commerce net profit less than traditional retailers. Wal-Mart 1 trillion transactions must earn more than eBay1 trillions of transactions, because Wal-Mart is doing things much, he ate a sugar cane into five sections. If you didn't do the warehouse is a pure platform, without distribution, you do not have the service, you do only two. When the industrial sugar cane length fixed under, you found in the platform transactions this section I am not eating 1% I 5%, which expanded dramatically. The length of the industry as a whole is fixed, after expanding this section, others are smaller, others are losing money, and all profit is your family away, eco-died a few years later, you are dead. You do things for the industry as a whole, value of contributions, in this lesson, much is abnormal, only briefly, and could not continue, because sellers want to make money.
Spewing Kodak: doomed
Kodak when doing traditional cameras, Kodak said only people selling drugs in the world, the boss of profits above us. When he said these words very proud, very proud. Founders and managers of enterprises the most terrible is at its peak when you very well, you are the heroes of the world, where you are respected and envied. Kodak is the world's first digital camera, but if you do a digital camera, second only to the high profits of the drug is gone, so he clash, no positive developments, resulting in bankruptcy.
If Kodak digital wave, can still make a lot of money today, the company could still exist. And the company's revenue, cash flow, profits can also continue to develop new technologies. In the process of research and development of digital cameras, it has more chance of finding more business models, to maintain their company's development. Is technology changing? Is Kodak's team, actually there was a problem, it's strategic choice is contrary to the interests of consumers. Which I also repeatedly stressed the values. Any choice you must not run counter to the interests of consumers. You not nobility of purpose, is to let the company survive, can be profitable, allowing employees to live in dignity, enterprises can be in does not collapse. But based on your needs, all the things you do not go against the consumer value. Kodak violated the consumer value, which choose their own interests, their own profit, and digital camera is meant to lower profits. Its choice and consumer choice are not the same, consumers choose a digital camera is more convenient and easier, you can edit, you can always store, no need to print, you can feel free to share with others, which are traditional cameras can't do that. So the choice of a business and the interests of consumers when choosing a conflict, is doomed to failure.
Spewing UCC: to join, I don't watch
In the long term, China, all of the services, join, I don't look good. This gives us a chance, more than coffee, for example, within five years the country's thousands of UBC, the boss sitting charge joining fees, but so far there is no Starbucks in China. Did you see Starbucks to join? Very few. So all of the service if you do join, early development of fast, able to make a lot of money. Many investors in China's investment in the consumer goods industry, his rule was less work, easy job, more money. Join us, do not have to select shops and no training, just to collect the initial franchise fee, money is the most simple. But the business model in China, today, gone tomorrow there is a no, it is against the interests of consumers. China's service industry, and enormous opportunities over the next 20 years is to keep proprietary.
Nokia suoniaihua Motorola spewing: are eliminated
Think about four years ago, Nokia, what a cow, but was knocked out in just three or four years time. We remember when we were in College, there is a thing called Walkman, you have a Aiwa radio cattle up into the sky, Sony became recognized by our Chinese brands, Sony means sophisticated. I'm not showing disrespect to Sony, I am just a rule in the consumer electronics industry, Sony cattle some time, Panasonic cattle some time, pint-sized cattle some time, Motorola also cattle some time, Dell was also very good, IBM PC, and so on.
Complaining of the logistics industry: haha didn't make a lot of
Each item out of the factory gates, went to the hands of end users, China is handling an average of at least 5 of each item more than once, in accordance with the laws of traditional trade flows, according to our calculations, average handling of 8 or more, which is why our logistics costs were so high.
Like Shandong of garlic, opened tractor to farm received once, pour has once, to wholesale market, sold big truck of people, big truck got zhihou, moved third times, from Shandong a County moved to we Beijing, then to wholesale market, has countless stall of, points to ten home, moved fourth times, then wholesalers got hand zhihou points to agents, may to Wal-Mart Carrefour, to various supermarket supply, or got small farmers market up,, you buy of garlic of when, has changed hands five or six times, earned has money did? Actually is not much. The logistics industry as a whole, not much benefit all participants, everyone is suffering lol.
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