Chapter 940: Jiangnan Association

May 4th. ． update the fastest

The convoy from afar rushed to the Shanghai stock market.

Pingchuan is not too far from the Shanghai stock market, and it takes only five or six hours to drive.

This time when Li Dong went to the Shanghai stock market, he brought a lot of people, including finance, legal consultants, and directors of the marketing department...

A complete team rushed to the Shanghai stock market. Although Li Dong didn't say anything, Yuan Chengdao and Sun Tao understood his plan.

If it wasn't for taking down Carrefour, why would Li Dong bring so many people there.

As for the money needed to acquire Carrefour, Sun Tao and Yuan Chengdao didn't ask.

Since Li Dong dared to do this, he must have his confidence and confidence.

If it can't be done, I will take everyone on a trip.

...

At two o'clock in the afternoon, Li Dong and his party arrived at the Four Seasons Hotel.

Chen Lang had already arranged everything, Li Dong asked Bai Su and the others to pack their luggage, and he and Chen Lang went into the hotel's coffee shop.

One of them ordered a cup of coffee, and Li Dong let out a long breath.

Seeing this, Chen Lang said: "Would you like to go back to your room and take a rest later? Or go to a spa, the spa center here in Four Seasons is one of the most famous ones in Shanghai."

Li Dong waved his hands and said with a smile: "Forget it, I'm a big man doing spa, I'm a little tired, but I'll be fine if I rest for a while."

Chen Lang didn't say anything after hearing the words, although he thought it was normal for men to go to the spa.

But since Li Dong doesn't like it, he doesn't recommend it anymore.

Chen Lang didn't rely on flattery to get Li Dong to spend a lot of money to lure him here. He knew what Li Dong wanted to know at this moment.

Before Li Dong could ask, Chen Lang said: "Duran invited many people this time, and although it is a private banquet in name, we all know exactly what Duran wants to do.

Besides us, the invited retailers include China Resources Vanguard, Bailian, Guangming, Wal-Mart, Tesco, Auchan..."

Li Dong interrupted before he finished speaking: "Duran also invited Auchan?"

Auchan is Carrefour's biggest competitor in France.

But soon Li Dong came to his senses, squinting his eyes and said with a smile: "Does Du Lan still plan to let Auchan take over and let Auchan increase investment in China?"

Once Auchan increases its investment in China, it will definitely shrink its offensive in mainland France and give Carrefour a truce.

And Carrefour may still hope that Auchan will fall into the big quagmire of China, which is more in line with their wishes.

After figuring this out, Li Dong didn't continue to ask.

It is normal for several other companies to be invited. Let alone China Resources Bailian, Guangming also has an agricultural industry and industry group, which is also a large local group in Shanghai.

Moreover, Guangming is backed by state-owned assets, and it is not certain that Carrefour will reach an agreement with the Shanghai stock market government.

However, Li Dong didn't care about these for the time being. Even if an agreement was reached, as long as the matter was not settled, the interests would be the main priority in the end.

Li Dong didn't ask, Chen Lang continued: "In addition to them, some other companies have also been invited, including Suning and Gome."

Li Dong nodded and said, "I have guessed all of these. Are there any giant companies in other industries?"

Chen Lang's face turned serious and he said: "Yes, and there are quite a few. But now we can't figure out the specific list, anyway, there are people from all walks of life this time.

Of course, what deserves our attention is that there are not many people who have this ability to participate. "

Li Dong said with a smile: "It's normal to have it, sell the goods to three companies, so as to maximize the benefits.

However, according to my thinking, there should not be many companies that really dare to participate this time, and have the strength to participate.

China Resources is one of them. Bealead is hard to say. Bealead is not too keen on mergers and acquisitions, but it cannot be ruled out.

In addition, several foreign-funded department stores have this strength and possibility.

As for Suning and Gome, they are both soy saucers. At this time, their own affairs have not been settled, and entering the chain department store business rashly is courting death.

I heard before that Gome and Carrefour reached an agreement, and Gome Electric Appliances will enter Carrefour's East China store. I think Gome should come here for this matter.

As for other industries, most of them are just here to join in the fun. "

Chen Lang nodded and said, "Indeed, my analysis is similar to yours. In fact, in my opinion, there are only two of our biggest opponents this time. The first is China Resources, and the second is Tesco.

As for the others, I don't think they are very competitive.

I know them well at China Resources, and they must have ideas this time.

China Resources Vanguard had acquired several small supermarkets on the Shanghai stock market before, but due to the suppression of Bailian and several other companies, China Resources has been unable to expand in the Shanghai stock market.

The withdrawal of Carrefour this time is an opportunity for China Resources to enter the Shanghai stock market, and they will not let it go easily.

As for Tesco, they have always wanted to enter the Chinese market on a large scale, but unfortunately they entered the Chinese market for too short a time, and only officially entered the Chinese market in 2004.

In the past few years, Wal-Mart and Carrefour have become bigger one after another, but Tesco has not improved much.

If I were them, I am afraid that they would also be willing to take over the legacy of Carrefour.

Apart from these two, Guangming does not have such strength, and the positioning of Auchan and Carrefour is somewhat different. Taking over their stores may not maximize the benefits.

As for Bailian, I guess there is a high probability that they won't make a move, or they will not make a big move.

In short, this time we mainly focus on China Resources and Tesco, and we should be able to see the clues. "

Li Dong agreed with Chen Lang's analysis.

China Resources and Tesco are indeed the most motivated and have sufficient strength.

Most of the others are soy sauce.

...

While Li Dong and Chen Lang were discussing, someone also arrived in the Shanghai stock market not long after them.

Ma Yun got out of the car and hugged Guo Guangchang.

Guo Guangchang said with a smile on his face: "Old Ma, you have been shrinking in Lin'an recently, I thought you were beaten by Li Dong, but I didn't expect you to come to see me at this time."

Ma Yun smiled and said: "Old Guo, don't think about being passionate. Who said I came to see you?"

"Hahaha, don't watch it if you don't watch it, let's go, you haven't eaten yet, let's go get something to eat."

"I'm starving to death by the time you treat me. After eating, let's go have a cup of coffee."

Ma Yun laughed, and also chose to drink coffee at this time.

The two found a coffee shop and sat down, Guo Guangchang looked at him for a while before saying: "Old Ma, don't lie to me, are you here for Carrefour this time?"

Ma Yun didn't deny it, anyway, Guo Guangchang would know sooner or later.

Nodding his head, Ma Yun leaned on the chair and said: "Recently, I have been thinking about it, and I am thinking about a question, why did Yuanfang Mall hit Taobao so hard?

I thought about it for a long time, and the logistics problem is not the root cause.

It is mainly because of Yuanfang Supermarket. Relying on Yuanfang Supermarket, Yuanfang Mall has achieved the ultimate in o2o in China.

After the two-way combination, this has allowed Yuanfang Mall to develop so fast in the past two years.

The difference between Taobao and Yuanfang lies in this. If we also have a large-scale physical store enterprise such as Yuanfang Supermarket, once we achieve complementarity and form a combat force, it will definitely be a terrible thing.

So this time Carrefour wanted to evacuate, and here I am.

On the one hand, it is also to prevent Yuanfang from continuing to grow bigger, and on the other hand, it is to fill the gap in Ali.

I used to think that the Internet and the real industry can actually be separated.

Ali just needs to concentrate on the Internet. Now I find that I was wrong.

Threesomes must have my teacher, Li Dong taught me a lesson. "

When Ma Yun said this, he was very flat and sincere, and of course, very serious.

He really felt that Li Dong had taught him a lesson.

If it weren't for Li Dong, he wouldn't have thought of entering the retail industry at this time.

Had it not been for Li Dong, he would not have launched Cainiao Logistics and Taobao Mall last year.

Originally, in his plan, these were not there.

But when Li Dong did it and achieved results, Ma Yun understood that he should do it himself.

He is not that kind of die-hard, nor will he stick to his own ideas just because others did it first.

Doing business, in fact, the most taboo these.

Learn from each other's strengths and absorb the essence, this is what a mature entrepreneur should do.

Guo Guangchang frowned and said, "Old Ma, there's no need to argue for a moment. I know you're a little anxious now, but being anxious doesn't mean you can mess around.

Ali’s stalls are getting bigger now, and Cainiao Logistics is still under construction. You made a strategic investment in Koubei before, saying that you want to integrate resources.

You want to set up Ali Research Institute, and you want to build a big Taobao mall...

Now you still have to do retail, old horse, are you confused by Li Dong's stimulation? "

Ali's strength in 2008 was really not too strong. When it first went public last year, it broke out once.

But after the listing, Ali's b2b business has shrunk again and again. Taobao, which should have exploded at this time, has not been able to get the maximum benefit because it has competitors in China.

As a result, the current Ali is not as good as the strength of the same period in the previous time and space.

Coupled with Ma Yun's recent large-scale investment, which one of Cainiao Logistics and Taobao Mall is not a place to spend money.

Now that Ma Yun actually wants to enter the retail industry, it's no wonder Guo Guangchang beat him up.

He has a good relationship with Ma Yun, and he doesn't want Ma Yun to lose his sense of proportion because of his rivalry with Li Dong.

In his eyes, Ma Yun has always been a maverick and has a very charming personality. This may be the root of Ma Yun's success.

But now, Ma Yun is switching himself to Li Dong, Guo Guangchang thinks this is not a good thing.

Although Ma Yun didn't understand his worries, he still smiled and said: "Old Guo, I know what you said, and I'm not a fool.

I have never done physical retail, so how dare I enter it easily, the possibility of being overwhelmed by the distant place is very high. "

"That……"

Guo Guangchang looked suspicious, but Ma Yun still didn't hide it from him, and said with a smile: "I have talked with Lao Shen, and Lao Shen will come tomorrow."

"Old Shen? Guojun?"

Guo Guangchang was surprised. The Shen Guojun he was talking about was the chairman of Yintai.

And Shen Guojun and Ma Yun have a deep friendship and have known each other for a long time.

Both parties are from Jiangsu and Zhejiang, and both are representative figures of Zhejiang merchants.

And when Ma Yun established the Jiangnan Club before, Shen Guojun and Ma Yun were both co-founders.

The Jiangnan Association is an association jointly established by several major Zhejiang merchants. The eight founders are the pillars of Zhejiang merchants.

Of course, Guo Guangchang is also one of them.

Intime Department Store just went public last year, and the results are not bad.

At this time, Ma Yun had actually negotiated with Shen Guojun, and they were going to enter the arena together. These two guys are quite courageous.

When Guo Guangchang was deep in thought, Ma Yun said with a smile: "Lao Shen and I have decided to start from Carrefour.

Lao Shen is not reconciled to being at the end of the crane all the time, Yintai has been established for much longer than Yuanfang.

As a result, Yuanfang is now attacking the No. 1 position in chain department stores. Intime has not even reached the annual sales of tens of billions. Fortunately, he is still a listed company, and Lao Shen himself said it was shameful.

If we can win Carrefour this time, Intime will also be able to take the top ten position in the department store chain next year.

Although he is not an opponent from far away, it is better than now, and he is directly regarded as an unknown person. "

Guo Guangchang took a deep breath and said after a while, "Are you serious?"

Ma Yun nodded and said, "Of course it's serious, how about it, do you want to participate?"

Guo Guangchang's Fosun is actually also engaged in retail business, and the business is not small.

Fosun is the largest shareholder of Yuyuan Mall in Shanghai.

Yuyuan Mall sounds like a mall, but it is actually a large comprehensive enterprise.

In terms of retail alone, it is stronger than Intime.

Of course, the gap is not too big. They are all retail companies with annual sales of less than 10 billion, and their rankings are not too high in the domestic department store industry.

Guo Guangchang frowned and didn't rush to speak.

In fact, Duran was also among the people invited this time. Fosun has done a lot in the Shanghai stock market, and was once the number one private enterprise in Shanghai.

However, Guo Guangchang was not very willing to cooperate with Yintai and Ma Yun at this time.

On the one hand, he and Intime are in the same industry. How to manage and distribute benefits when Carrefour is won is a problem.

Unlike Ali and Intime, both sides are mutually beneficial, he and Intime have competition.

Another point is that he and Ali had just cooperated with Cainiao Logistics before, and now Ma Yun is thinking about entering the retail market before he can get this done.

Although Guo Guangchang was rich, he didn't want to mess around.

Ma Yun has a big heart, even if Guo Guangchang believed in him, he would not really dare to invest too much in Ali.

Otherwise, wouldn't Fosun become a vassal of Ali, and they would invest in whatever they said they wanted to develop.

Seeing Guo Guangchang's hesitation, Ma Yun smiled and said: "It's okay, you take your time to think about it, anyway, it's not a matter of a day or two.

If we really want to win Carrefour this time, we will need a lot of funds, and no one will make such a hasty decision.

By the way, I called Lao Chen before I came, let's get together tomorrow.

Lao Chen has a lot of funds in his hands, let's see if he can pull them over. "

Lao Chen is also a member of the Jiangnan Club.

Three of the eight founders of the Jiangnan Club are Ma Yun from Alibaba, Shen Guojun from Intime, and Guo Guangchang from Fosun.

Others include Ding Lei from Netease, Song Weiping from Greentown...and Chen Tianqiao from Shanda.

What Ma Yun was talking about was Chen Tianqiao. Chen Tianqiao was the richest man in China in 2004, and he made countless fortunes with the help of a legendary game in these years.

Chen Tianqiao still has the money.

However, in the past few years, Chen Tianqiao has failed in several investments, and now he keeps a low profile.

Ma Yun's idea is to get one to count. This guy is rich, and letting him participate in a share can also relieve the pressure on Ali and Yintai.

Everyone has a good relationship. The purpose of establishing the Jiangnan Club was to help and support each other.

Ma Yun felt that Chen Tianqiao should be easier to persuade than Guo Guangchang. '

Unlike Fosun, which has a clear goal now, although Shanda is targeting the interactive entertainment industry at this time, it is really not doing well.

That being the case, Chen Tianqiao is more likely to agree.