Read Guo Xianwei, let's look back on the past, observe the present, and explore the future!
After many days, let's talk about it today: In 2024, for the crumbling Alibaba, how should Ma Yun survive with broken arms?
1. Survival signals.
First of all, let's sort out Ali's actions in the past half a year:
1.Head Replacement:
On June 20, 2023, Alibaba announced that Daniel Zhang, chairman of the board + CEO of Alibaba Group, will step down and be demoted to head of Alibaba Cloud.
On September 10, 2023, Ali Tsai Chongxin announced that he would succeed Daniel Zhang as chairman of the board of directors of Alibaba Group.
In addition, Daniel Zhang's CEO position was held by Wu Yongming, one of the eighteen arhats.
2.Damo Academy Shrink:
On November 26, 2023, with the ascension of Tsai Chongxin, the Damo Academy carried out business contraction.
The quantum laboratory and quantum experimental instruments and equipment were all donated to Zhejiang University. At this point, Ali has completely withdrawn from the research and investment in quantum computing.
3.Friends ridiculed:
On January 29, 2024, at Tencent's annual meeting, Ma Huateng's ridicule of Alibaba was as follows:
Many competitors have developed quite smoothly, like the eldest brother in a big family, shouldering the heavy responsibility of leading the younger brothers to grow together.
When the career is smooth sailing, everyone is happy and harmonious. However, when the life of the eldest brother is not easy, especially when the growth is sluggish, the contradictions within the family will gradually be exposed.
Others may feel that the big brother gave less money and be dissatisfied.
Many competitors have not yet realized the seriousness of the problem and are still blindly spending a lot of money, trying to consolidate their position through capital operation.
However, this approach does not solve the underlying problem and could lead to a further deterioration of the situation.
4.Off-line:
Coincidentally, on February 1, 2024, the 3rd day after Ma Huateng ridiculed Alibaba, Alibaba was exposed:
We are in contact with a number of interested companies to prepare for the first offline department store Yintai.
In the future, it is also possible to continue to sell RT-Mart, Suning, Bailian and other offline physical supermarkets.
Second, Ali business.
Alibaba is a group company established by Jack Ma on September 9, 1999.
With the continuous and rapid development of the business, Alibaba Group has become a large and bloated company.
It has a very wide range of business, mainly covering the following sectors:
1.E-commerce: Tmall, Alibaba International Station, 1688com and other e-commerce platforms.
2.Financial services: Alipay, Ant Financial, etc., payment, consumer credit, insurance, etc.
3.Cloud computing: Provide cloud computing, big data, and artificial intelligence cloud IT solutions for enterprise customers.
4.Digital entertainment: reading, games and other services, such as Youku, Kugou, etc.
5.Culture and entertainment: movies, variety shows, sports and other fields, such as Ali Pictures, Ali Sports, etc.
6.New retail: Integrate online and offline retail channels, such as physical supermarkets such as Hema Fresh, Cainiao Network, Ele.me, Koubei and Yintai.
3. Profit and loss analysis.
In fact, in the final analysis, Alibaba's current business mainly covers two types of channels:
The first category is developed by Alibaba's own entrepreneurship, such as e-commerce such as **, financial services such as Alipay, Alibaba Cloud, etc.
The second category is the industries that Alibaba has entered through investment holdings, such as Youkudeng Digital Entertainment, Yintai and other new retail businesses.
The first category, that is, Alibaba's own independent entrepreneurship projects, most of them have achieved great success and are in good profitability.
However, in contrast, most of Alibaba's projects through the acquisition and holding of other companies are in continuous losses.
In particular, a number of brick-and-mortar supermarkets such as Yintai and RT-Mart under the new retail business segment are already contrary to their own online e-commerce.
Perhaps Jack Ma wants to make up for the market encroachment of competitors such as JD.com and wants to grow his business offline in person.
But as a result, because of the continuous loss of this business, Ali is now burdened with a heavy financial burden.
Fourth, the context of combing.
Under the command of Ma Yun, in 2023, Daniel Zhang will be replaced and Tsai Chongxin will be brought to power.
Then, when Cai's head was up and down, he removed the quantum project of the Damo Academy. Then, after two or three months, it was a fire sale of Yintai Retail.
In the future, under the instruction of Ma Yun and the chairmanship of Tsai Chongxin, Ali's overall strategic layout should be:
First cut all the projects that are not profitable, so that Ali can quickly succeed and get a new life.
Then, after solving the problem of survival, we will move into new fields such as automobiles.
In a nutshell: instead of wielding a knife from the palace, it is better to break your arm to survive!
Fifth, Guo County Weiyan.
According to the above information, Alibaba's strategy in the next 2 years can be predicted
The year 2024 is a life-and-death juncture for Ali to survive with a broken arm. If you can successfully overcome this hurdle and maintain the foundation of survival, everything will be fine.
Otherwise, Ali's 102-year career may be ruined in 2-3 years.
In 2025, on the basis of the chance of survival in the previous year, with the recovery of the market, Ali should concentrate more firepower and make efforts in new fields such as prefabricated vegetables, agriculture, AI, and automobiles to find development opportunities.
Regarding Guo Countywei's strategy of "Alibaba to survive in 2024 and develop in 2025", netizens, what do you think?