Before becoming a shareholder of Shentong, Alibaba invested in Tong Yuan and Zhongtong. Many people don't understand why Alibaba should invest in express delivery companies, and want to know whether to compete with SF. People who think so actually don't understand Ma Zong's strategy at all, and the pattern is so small.
Alibaba has always held an empowering attitude, so the rookie initially positioned himself as a service platform and was willing to be an infrastructure in the logistics field. Including the construction of intelligent logistics backbone network, to achieve 24 hours nationwide and 72 hours globally, and to reduce the logistics cost, which accounts for 0/5% of China's GDP/KLOC, to less than 5%. To this end, Ma Yun even said that he would not hesitate to invest hundreds of billions to achieve this goal.
In this contrast, Ali's current investment of 4.66 billion in Shentong is only a small part. The reason why he is willing to spend a lot of money on logistics is for the development of the whole industry and the interests of all consumers.
At present, China's annual express delivery has accounted for more than 40% of the world's total, reaching 50 billion pieces last year. Then, when the next 50 billion yuan comes, how to allocate resources to ensure the delivery speed and enhance the logistics experience of consumers? At the same time, how to reduce the increasing logistics cost, save resources and improve efficiency?
These problems need to be solved urgently. If there is an intelligent logistics platform that can centralize all the logistics and match them accurately, it will waste too much manpower and material resources. Therefore, the rookie began to build eHub in Hong Kong, Dubai, Belgium and other places, attracting more than 3,000 logistics enterprises from all over the world to participate in it and weaving an open collaboration network covering the whole world.
This is the initial intention of Alibaba to invest in the logistics industry and the future of the new logistics era!