Ma Yun, Liu Qiang Dong, Seize The Opportunity To Attack The City.

< p > > the world's < a target= "_blank" href= "//www.sjfzxm.com/" > dress < /a > a target= "_blank" href= "_blank" > shoes "< hat > net" to the small editor to introduce Ma Yun Liu Qiang East by the name of the logistics circle electric power business to become the gold signboard.

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< p > hundreds of listed Prospectuses of Alibaba, hardly mention anything about logistics, such as deliberately evading this important business. Last year, Ma Yun announced that he was the first platform for Ali after his retirement.

It is understood that Ali's "rookie logistics" has been deployed in the "more than 300 cities", and its strategy of occupying the land is a project that often covers an area of 1000 mu.

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< p > but < a href= "//www.sjfzxm.com/news/index_s.asp" > Alibaba < /a > insiders have been emphasizing their Internet Co attributes. "Whatever they do, everything under the Ali line is online services."

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< p > it is certain that Ali's internal interpretation can not keep up a huge market that Ma has seen.

After all, "Taobao crazy" is concerned about the speed of delivery.

In 2013, there were 25 million parcels in China on the way.

"The last mile" should not be underestimated. If we grab the logistics, we can chew the electricity supplier's way of making money.

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< p > < strong > MA Old logistics real estate fantasy < /strong > /p >

< p > the environment of China's logistics real estate is both promising and worthy of Tucao.

The advantage is that the demand is strong, the supply is insufficient, and the market share has just started, so everyone has the opportunity to stick to the climax.

According to Sheng Sheng, China's modern logistics accounts for less than 5% of the total domestic logistics.

This attracted the influx of professional logistics operators such as pls and Jiaming. The housing companies of Fuli, Hesheng, Wan Tong and Huayuan also released their ambition of logistics real estate.

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< p > but there are many points in the market.

First of all, not everyone is like Alibaba. There is a big appetite for thousands of acres.

Moreover, it is much slower to sell a house for quick money than to sell a house, so many housing companies are rewarded with impatience for long cycles and low yields. They either change their land properties to sell their old businesses, or they are forced to "a target=" _blank "href=" http:// www.sjfzxm.com/ "hat" /a ".

But now, this is not sustainable.

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< p > electricity supplier companies are different. Logistics and electricity providers sound like "one family".

Ma Yun's idea is to deliver goods to the public within 24 hours in the future.

So at the end of May 2013, Ali led Yintai, Fuxing, Fuchun and express company to set up a new logistics company "rookie network". The first phase invested 100 billion yuan, the goal is to build logistics infrastructure across the country from 5 to 8 years.

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< p > MA chose to attack the land market and pay for his 24 hours of deliveries.

It is understood that Ali wants to have 1500 mu in Tianjin, 3 billion yuan for logistics center, 1000 mu for warehousing in Chengdu, 1500 yuan for logistics park in Zhejiang Jinhua, and also for Guangzhou, Shanghai and Shenzhen Qianhai.

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< p > "Ali now has 300 cities in the country."

Huang Wei, general manager of Jiaming China region commented, "but some of the logistics investments that Ali does is not necessarily what we want to do.

We do not want to enter the 4 or 5 tier cities, only they are willing.

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The reason why "P > is so large and large is related to Ali's desire for business layout.

Unlike the professional logistics operators, they will consider taking advantage of the city's electricity supplier highland and ultimately completing the business linkage.

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< p > < strong > strong east elder brother, seize the opportunity to attack the city, < /strong > < /p >

< p > the fun is that in addition to Ma Yun, the old rival Liu Qiangdong also thinks so.

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Beginning in 2007, Liu Qiangdong decided to build logistics himself. P

By 2011, Jingdong had more than 1400 mu.

Jingdong prospectus shows that Jingdong currently has 1 million 105 thousand and 300 square meters of 13 urban construction logistics warehouses in Beijing, Shanghai, Wuhan, Guangzhou, Chengdu, Shenyang, Xi'an, Ji'nan, Qingdao, Nanjing, Nanjing, Nanjing and Xiamen.

Among them, the logistics center in Shanghai has a total of 260 mu. The first phase of "Asia first" covers an area of 120 mu, with 258 mu of Guangzhou logistics project, 250 mu of land in Wuhan, 400 acres of logistics center in Chengdu, 200 mu logistics project in Beijing Yizhuang, and 174 thousand square meters in Shenyang logistics center.

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< p > compared with Ali's cover up, Jingdong's territory is clearer.

As of December 31, 2013, Jingdong has built 82 warehousing centers in China's 1 million 300 thousand square meter area and built 34 logistics centers in cities.

This also allows them to directly challenge the Alibaba's bottom line, saying "to become China's largest electricity supplier company".

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< p > of course, the electricity war between Liu Qiangdong and Ma Yun does not seem to be in the order of magnitude yet.

Next, what they need to solve together is that whoever takes more of the city and stores more warehouses will have the opportunity to curry favor with the fastidious online shopping crazie and reduce the inconvenience of the inconvenience of freight traffic.

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< p > "Ali and Jingdong logically enter logistical real estate, all in order to solve the bottlenecks in pportation and warehousing.

But now, as they swallow up more and more, they are also planning to enter the field of pure logistics operation.

Su Zhiyuan, director of industrial and logistics real estate in China, said DTZ.

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< p > Alibaba has made more than one statement in this regard. They want to be an open and social logistics infrastructure.

In the Yangtze River Delta, the Pearl River Delta and the Gulf of Bohai, Jingdong, which emphasizes self logistics, has basically not relied on any third party logistics company.

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< p > < strong > "electricity supplier" is a gold lettered signboard < /strong > < /p >.

< p > from Internet Co's geek chiefs to landlords, Ma Yun and Liu Qiangdong are so happy with logistics real estate that they will not only solve the urgent needs of their express business, but also more importantly, there is an attractive revaluation space for preferential land.

In the future, if the project is rented to others, the proceeds can also be rolled.

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< p > "Alibaba and a href=" //www.sjfzxm.com/news/index_s.asp "> Jingdong < /a > are going public. With land appreciation, doing logistics real estate has positive value for their asset revaluation.

A media researcher who studied logistics real estate said so.

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< p > Ali and Jingdong's appetite for land is largely spoiled by local governments.

Now, the official loves the electricity business aura, it is the local industry structure pformation fashionable key word, after landing may also guarantee the tax revenue.

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< p > ordinary manufacturing projects need to wait for a year for 100 mu of industrial land. The government should select various indicators, but the electricity supplier enterprises will not be so worried. Compared with professional logistics operators, Alibaba and Jingdong are more likely to get land at low prices and eat enough every time.

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< p > how much do officials really like e-commerce companies to do logistics projects? For example, Alibaba, although not publicly disclosed, but the book broke the news, "rookie logistics" every landing a city, will be personally received by local provincial leaders, the popularity can be known.

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< p > this makes traditional logistics operators feel sad and their business is snatched away by these newly killed electricity suppliers.

Because this reveals, even if you are too rich and useless, many housing enterprises involved in industrial real estate have not been treated like this.

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< p > so, the logistics real estate with the "a href=" //www.sjfzxm.com/news/index_f.asp "electricity supplier < /a > this badge will become a major trend. Ma Yun and Liu Qiangdong's appetite for grabbing land will also increase sharply.

But, "they have the advantage in the short term to do logistics real estate."

Su Zhiyuan said that when the competition is intensifying, the scale of these enterprises is too large and will encounter new short boards in operation because of the lack of professional logistics management experience.

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