Ali turned around after a fine of 18.2 billion, and Ma Yun became the biggest winner!
The past three years have been very difficult for Jack Ma.
Jack Ma on China's financial system at the Bund Finance Summit in Shanghai in October 2020"Suddenly**", bluntly speaking about China's banking system"Lack of innovation", still traditional"Pawnshop thinking"。".The reason why Jack Ma said this is that banks are still traditional and old-fashioned"Mortgage lending", and Ant Financial Group, controlled by Jack Ma, is based on"Credit"It implies that Ant Financial's business model is more advanced. Jack Ma's words mean that Ant Financial has completely broken with traditional banks.
Ali's"Attitude change"。
I don't know if it was blurted out of the question or predicted, just 9 days after Jack Ma said this, Ant Financial's listing plan was urgently canceled by the relevant departments. Subsequently, the regulator launched an investigation into various possible problems of Ant Financial Group, and the results of the investigation showed that Ant Financial Group had significant operational risks, and the three financial management departments came together to issue 71A sky-high fine of 2.3 billion yuan, and urge Ant Financial Group to carry out rectification work!
Moreover, since Alipay is for the common people"Money bags", this kind of national financial APP cannot be controlled by Ma Yun alone. Therefore, in 2023, under the supervision of relevant departments, Ant Financial Group launched a shareholding reform, and under a series of adjustments that deprived Jack Ma of actual control, Alipay completely transformed into a company without actual control.
Alibaba is also due to"Choose one of the two"The monopoly practice forced the traders to stand in line, and they were fined 18.2 billion yuan by the relevant departments and paid 1 billion yuan in compensation to JD.com!
Worse than the sky-high fines is that Alibaba's market space is being eaten up by competitors. In particular, Didi's meteoric rise poses a significant threat to Alibaba, with Didi's revenue growing by 94% in the third quarter of 2023, compared to Alibaba's revenue growth of just 8% in the same period, and Didi's market capitalization even briefly surpassed Alibaba in December 2023 to become the leader of China's three major e-commerce giants.
Conversely, Alibaba's market capitalization, which once peaked at 850 billion yuan, is now only 180 billion yuan, which means that its market capitalization has fallen by nearly 80% in three years.
It landed there, and the horses were fed.
In this crisis, Jack Ma seems to have become"The biggest winner"。Because since 2014, Ma Yun has begun to withdraw from Ali shares one after another, pay attention to Ma Yun's most ruthless way in 2017-2020, especially in 2020, Ma Yun cashed out 53.9 billion yuan in one go, and 2020 is precisely the peak of Alibaba's market value"Open your eyes! "So so.
Since"Shanghai Bund Finance Summit 2020"After the incident, Ma Yun resigned from all positions in Ali one after another and gradually disappeared from public view. Subsequently, Ali encountered crises one after another, and its market value plummeted. Although Ali has carried out a series of self-rescue actions, including the collective return of veterans, the company's restructuring and listing, etc., although it has achieved certain results, it still has little effect.
Now Ali wants to fight back, and there is only one way to go, and that is the return of the soul character Ma Yun! And Ma Yun, who has disappeared for 4 years, began to run into the market, and there is news that in the fourth quarter of 2023, Ma Yun ** 50 million yuan Alibaba**, Tsai Chongxin ** about 1500 million yuan Alibaba**. In addition, Masayoshi Son's SoftBank has been gradually increasing its shareholding from 7% to 0 since July 2022About 5%. After a series of transactions, Jack Ma has now replaced SoftBank as Alibaba's largest shareholder!
From Jack Ma's comeback last year to Alibaba's launch 24 years ago"The most important change", and then Japan's SoftBank replaced Ma Yun as the largest shareholder of Alibaba, and a series of actions showed that Ma Yun was back at the helm of Ali's giant ship.
What's more, industry experts generally believe that Ali's current market value is seriously undervalued, Ma Yun's wave"Cast high and suck low"not only gained a lot of profits, but also replaced Ali by SoftBank's control, which is simply a sparrow although small! What do you think about this?