4th of May.
Far away, the motorcade was heading to Shanghai.
Pingchuan wasn't too far away from Shanghai, and it was only a 5-6 hours drive.
This time, Li Dong brought a lot of people with him to Shanghai, including finance, legal consultants, marketing directors …
A complete team was going to Shanghai. Although Li Dong didn't say anything, Yuan Chengdao and Sun Tao understood his plan.
If it wasn't for the acquisition of Carrefour, Li Dong wouldn't have brought so many people with him.
As for the acquisition of Carrefour, Sun Tao and Yuan Chengdao didn't ask about it.
Since Li Dong dared to do this, he must have the confidence and confidence.
If it couldn't be done, he would just treat it as a tour.
…
At 2 PM in the afternoon, Li Dong and his team arrived at the Four Seasons Hotel.
Chen Lang had already arranged everything. Li Dong asked Bai Su and the others to put down their luggage, while he and Chen Lang entered the hotel's café.
After ordering a cup of coffee each, Li Dong heaved a long sigh.
Seeing this, Chen Lang said, "Do you want to go back to your room and rest? Or do a spa? The spa center in the Four Seasons Hotel is one of the most famous in Shanghai. "
Li Dong waved his hand and said with a smile, "Forget it. I'm a man, why would I go to a spa? I'm a bit tired, but I'll be fine after some rest."
Chen Lang didn't say anything after hearing this, although he felt that it was normal for men to go to a spa.
But since Li Dong didn't like it, he wouldn't recommend it.
Chen Lang didn't rely on flattery to make Li Dong spend a lot of money to poach him. He knew what Li Dong wanted to know at this moment.
Without waiting for Li Dong to ask, Chen Lang said, "This time, Dulan invited a lot of people. Although it's a private banquet, we all know what Dulan wants to do. Aside from us, the retail companies invited include China Resources Vanguard, Bailian, Guangming, Wal-Mart, Tesco, Auchan … "
Li Dong didn't wait for him to finish before he interrupted, "Du Lan also invited Auchan?"
Auchan was Carrefour's biggest competitor in France.
But very quickly, Li Dong reacted and smiled with his eyes narrowed. "Is Du Lan going to let Auchan take over and increase their investment in China?"
Once Auchan increased their investment in China, they would definitely shrink their offensive in France and give Carrefour some time to rest.
On the other hand, Carrefour might even hope that Auchan would fall into the quagmire of Hua Xia. That would be more in line with their wishes.
After figuring this out, Li Dong did not continue to ask.
It was normal for the other companies to be invited. Not to mention Huarun Bailian, Guangming also had Agriculture, Industry and Commerce, which was also a big group in Shanghai.
Moreover, Guangming was backed by the state, and Carrefour might have reached an agreement with the Shanghai Municipal Government.
But Li Dong didn't care about this for the time being. Even if they had reached an agreement, as long as the matter was not settled, interests were still the most important.
Since Li Dong didn't ask, Chen Lang continued, "Aside from them, some other companies were also invited. Suning and Gome are also on the list."
Li Dong nodded and said, "I've guessed that. Are there any other giants in other industries?"
Chen Lang's face turned serious. "Yes, and there are quite a number of them. But we don't know the specific list now. In short, there are people from all walks of life. Of course, there aren't many companies that are worthy of our attention and have the ability to participate. "
Li Dong smiled. "It's normal. The goods will be sold to three companies to maximize the profits.
But in my opinion, there shouldn't be many companies that dare to participate and have the ability to do so.
Huarun Bailian is one. Bailian is not very keen on mergers and acquisitions, but we can't rule it out.
In addition, there are a few foreign department stores that have the ability and possibility to participate.
As for Suning and Gome, they are just there for show. At this time, they haven't settled their own business yet, and entering the department store chain industry is courting death.
I heard that Gome and Carrefour have reached an agreement, and Gome will enter Carrefour's Eastern China stores. I think Gome is here for this matter.
As for the other industries, most of them are here to join in the fun. "
Chen Lang nodded. "That's true. My analysis is similar to yours. In my opinion, there are only two biggest competitors this time. The first is Huarun Holdings, and the second is Tesco.
As for the other companies, I don't think they are very competitive.
I know Huarun Holdings, and they must have their own ideas this time.
Huarun Holdings had acquired a few small supermarkets in Shanghai before, but because of Bailian and the other companies' suppression, Huarun Holdings was unable to expand in Shanghai.
This time, Carrefour's withdrawal is an opportunity for Huarun Holdings to enter Shanghai, and they will not let it go easily.
As for Tesco, they have always wanted to enter the Hua Xia market on a large scale. Unfortunately, they have only entered the Hua Xia market in 2004.
In the past few years, Wal-Mart and Carrefour have become big, but Tesco has not made much progress.
If I were them, I would be willing to take over Carrefour's business.
Other than these two companies, Guangming does not have the ability to do so. Auchan and Carrefour's positions are somewhat different, and taking over their stores may not be able to achieve the maximum benefits.
As for Bailian, I guess they will not make a move, or they don't have much desire to make a move.
In short, we should be able to see some clues by focusing on Huarun Holdings and Tesco. "
Li Dong agreed with Chen Lang's analysis.
Huarun Holdings and Tesco have the biggest motive, and they are strong enough.
As for the others, most of them are just there for show.
…
While Li Dong and Chen Lang were discussing, someone arrived in Shanghai not long after them.
Ma Yun walked out of the car and hugged Guo Guangzheng.
Guo Guangzheng said with a smile, "Old Ma, you have been hiding in Lin 'an recently. I thought you were defeated by Li Dong. I didn't expect you to come to see me at this time."
Ma Yun chuckled and said, "Old Guo, don't think too much about your own feelings. Who said I am here to see you? "
"Hahaha, if you don't want to see me, then don't. Let's go and get something to eat."
"If I wait for you to treat me, I will be starving. I have eaten. Let's go and have a cup of coffee."
Ma Yun smiled and also chose to drink coffee at this time.
The two found a cafe and sat down. Guo Guangzheng looked at him for a while and said, "Old Ma, don't hide it from me. Are you here for Carrefour this time?"
Ma Yun did not deny it. Anyway, Guo Guangzheng would know sooner or later.
Nodding, Ma Yun leaned on the chair and said, "Recently, I have been reflecting. I am thinking about a question. Why can Far Away Mall cause a heavy blow to Taobao?
I thought about it for a long time. The logistics problem is not the fundamental reason.
It is mainly because of Faraway Supermarket. Far Away Mall relied on Faraway Supermarket to achieve the peak of O2O in China.
After the combination of both sides, Far Away Mall developed so fast in the past two years.
This is the difference between Taobao and Far Away. If we also have a large-scale physical store enterprise like Faraway Supermarket, once we complement each other and form a fighting force, it will definitely be a very terrifying thing.
So this time Carrefour wants to withdraw, and I am here.
On the one hand, it is also to prevent Far Away from continuing to expand. On the other hand, it is to fill the gap in Ali.
In the past, I have always thought that the Internet and physical industries can actually be separated.
Ali only needs to focus on the Internet. Now, I realized that I was wrong.
Li Dong taught me a lesson. "
When Ma Yun said this, it was very calm and very sincere. Of course, it was also very serious.
He really felt that Li Dong taught him a lesson.
If it was not for Li Dong, he would not have thought of entering the retail industry at this time.
If it was not for Li Dong, he would not have launched rookie logistics and Taobao Mall last year.
In his original plan, these were not included.
However, when Li Dong did it and produced results, Ma Yun understood that he should also do it.
He was not a stubborn person, and he would not stubbornly do things according to his own ideas just because others did it first.
In fact, this was the most taboo thing to do in a business.
Learn from each other's strengths and absorb the essence. This was what a mature entrepreneur should do.
Guo Guangjie heard this and frowned. "Old Ma, there is no need to fight for a short period of time. I know that you are a little anxious now, but being anxious does not mean that you can mess around. Ali's business is a little big now, rookie logistics is still under construction. Previously, you made a strategic investment in the Tablet of Fame, saying that you want to integrate resources. You want to set up Ali Research Institute, expand Taobao Mall … and now you want to go into retail. Old Ma, have you been stimulated by Li Dong and become muddle-headed? "
In 2008, Ali's strength was really not too strong. When it was just listed last year, it had a burst of strength.
However, after it was listed, Ali's B2B business shrank again and again. Taobao, which was supposed to explode at this time, also did not get the greatest benefits because it had competitors in the country.
As a result, the current Ali was not as strong as it was at the same time in the previous timeline.
In addition to Ma Yun's recent large-scale investment, rookie logistics, Taobao Mall, all of which were areas that did not need to spend money.
Now that Ma Yun actually wanted to enter the retail industry, Guo Guangjie could not be blamed for discouraging him.
He had a good relationship with Ma Yun, and he did not want Ma Yun to lose his sense of propriety because of competing with Li Dong.
In his eyes, Ma Yun had always been a maverick and had a very charismatic personality. This might be the root of Ma Yun's success.
Now, Ma Yun was changing himself to Li Dong, and Guo Guangjie felt that this was not a good thing.
Although Ma Yun did not know his worries, he still smiled and said, "Old Guo, I know what you are saying, and I am not a fool. I have never done physical retail before, how would I dare to enter easily? Far away is very likely to be defeated. "
"Then …"
Guo Guangjie looked doubtful, but Ma Yun still did not hide it from him. He smiled and said, "I have talked to Old Shen, and Old Shen will come tomorrow."
"Old Shen? Guojun? "
Guo Guangjie was shocked. The Shen Guojun he mentioned was the chairman of Yintai.
Shen Guojun and Ma Yun had a deep friendship, and they had known each other for a long time.
Both of them were Jiangzhe people, and they were both representative figures of Zhejiang businessmen.
Moreover, when Ma Yun established the Jiangnan Association, Shen Guojun and Ma Yun were among the founders.
The Jiangnan Association was an association jointly established by several major Zhejiang businessmen, and the eight founders were the pillars of Zhejiang businessmen.
Of course, Guo Guangjie was also one of them.
Yintai Department Store had just been listed last year, and the results were also good.
At this time, Ma Yun and Shen Guojun had actually talked about it, and they were ready to enter together. These two guys were quite bold.
Just as Guo Guangjie was pondering, Ma Yun smiled and said, "Old Shen and I have decided to start with Carrefour. Old Shen is also unwilling to always be at the bottom. Yintai has been established for a much longer time than Far away. Far away is now fighting for the number one position in the department store chain, and Yintai's annual sales have not even reached 10 billion. Old Shen himself said that it is shameful that it is a listed company. If we can win Carrefour this time, then Yintai can also rush to the top ten of the department store chain next year. Although we are still not a match for Far away, it is better than being regarded as a nobody. "
Guo Guangjie took a breath, and after a while, he said, "Are you serious?"
Ma Yun nodded and said, "Of course I'm serious. How about it, do you want to participate?"
Guo Guangjie's Foxing was actually also in the retail business, and it was not a small one.
Foxing was the largest shareholder of Yu Garden Mall in Shanghai.
Yu Garden Mall sounded like a shopping mall, but in fact, it was a large comprehensive enterprise.
In the retail business alone, it was stronger than Yintai.
Of course, the gap was not big. They were both retail companies with annual sales of less than 10 billion, and they did not rank too high in the domestic department store industry.
Guo Guangjie frowned and was not in a hurry to speak.
In fact, he was also one of the people invited by Du Lan this time. Foxing was very big in Shanghai, and it was once the number one private enterprise in Shanghai.
However, Guo Guangjie was actually not very willing to cooperate with Yintai and Ma Yun at this time.
On one hand, he and Yintai were in the same industry, and when he took over Carrefour, how would he manage it and how to distribute the profits? This was a problem.
Unlike Ali and Yintai, where both parties benefited from each other, he and Yintai were competitors.
On the other hand, he had just cooperated with Ali on Rookie Logistics, and now Ma Yun had not settled this yet, and he wanted to enter the retail market.
Although Guo Guangjie was rich, he did not want to mess around.
Ma Yun was ambitious, and even if Guo Guangjie trusted him, he did not dare to invest too much in Ali.
Otherwise, Foxing would become Ali's vassal, and they would invest in whatever they wanted to develop.
Seeing Guo Guangjie hesitating, Ma Yun laughed and said, "It's okay. Take your time to think about it. It's not a matter of a day or two. If we really want to take over Carrefour, we will need a lot of funds, and no one will make a decision so hastily. Oh, I called Old Chen before I came. Let's have a gathering tomorrow. Old Chen has a lot of funds, and I want to see if I can pull him over. "
Old Chen was also a member of the Jiangnan Group.
Among the eight founders of the Jiangnan Group, there were Ma Yun from Ali, Shen Guojun from Yintai, and Guo Guangjie from Foxing.
The others were Ding Lei from NetEase, Song Weiping from Greentown, and Chen Tianqiao from Shengda.
Ma Yun was talking about Chen Tianqiao. Chen Tianqiao had been the richest man in Hua Xia in 2004, and he had made a lot of money with the help of Legend of Mir.
Chen Tianqiao still had money.
But in the past few years, Chen Tianqiao's investments had failed, and he kept a low profile.
Ma Yun wanted to pull in as many people as he could. Chen Tianqiao was rich, and letting him join in could ease the pressure on Ali and Yintai.
Everyone had a good relationship, and the purpose of the Jiangnan Group was to help and support each other.
Ma Yun felt that Chen Tianqiao should be easier to convince than Guo Guangjie.
Unlike Foxing, who had a clear goal, Shengda might be in the interactive entertainment industry, but it was not doing well.
Since that was the case, Chen Tianqiao was more likely to agree.
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