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Ma Yun's latest speech: express delivery is China's largest miracle in 10 years

2016-06-14浏览次数:528


"If you are talking about e-commerce in China is a miracle in the world is a miracle, I personally think that the logistics industry is China's first ten years, the birth of the most amazing miracle."

June 13th evening, Ma Yun, chairman of the board of directors of the Alibaba in Hangzhou, held a keynote speech at the global wisdom logistics summit, the Chinese express delivery industry. In general, the speech is divided into the following 3 points:

One, express is China's 10 largest miracle


Ma Yun believes that China's express delivery in 10 years, will be a can not be called the industry's industry, made a more than the United States nearly one hundred years of accumulation of the industry, is very great.


"I just saw our courier companies actually help customers to send home, and sent telegraph pole, I found in China we have more than 600 counties to reach the same day or the next day... Little a country in the world, to within a short span of ten years almost realize everywhere can be sent to the." He was particularly grateful to the logistics practitioners in the field, you are my heart a lot of heroes."


Two, the future of Logistics: to the alien, the elimination of inventory


About the future, Ma Yun said that the wisdom of the logistics is out of economic difficulties and the most important point of globalization. In his view, change in today's express logistics industry after ten years may be turned upside down. "In the past ten years, we express circles show entrepreneurial ability, strength, the power of innovation, the future we have to quickly attach importance to the technical strength, the power of data, power integration, sharing of power."


Today, we have a simple logistics as the courier industry, or the courier industry known as the logistics. Actually man walk on the moon, is exploring Mars, satellite God and so on, this is the logistics industry, we have to open mind to think, the logistics industry today not only to the goods from the city sent to the city, perhaps the future of the logistics industry is to send men outside of the planet, the information sent to the moon, this is the development of the logistics industry of the future. " Ma by the summit to the logistics industry to share his thoughts, "logistics industry should not simply regard him as the goods through the world, I personally believes that logistics industry must be involved in the transformation and upgrading of the whole production and economy, we must to do to eliminate the stock."


Now China and even the world to do a good clothing business, about 50% of the inventory. Inventory has become a lot of enterprises can not go out of the difficult. But too much inventory, with the logistics industry is not developed, there is a huge relationship.

Three, the goods through the world to realize the connection of the world


The goods through the world refers to the world, not to pass China goods. For the next five years to ten years, Ma Yun believes that the goods through the world will be covered The Belt and Road along the country to design, to Europe, to Africa, to South America route.


For three years of big data logistics platform company rookie network has been set up, Ma again raised hopes for a hope rookie network can connect any of a logistics company, express company and the warehouse, let the whole world this network can be connected together, then the world will become more effective.


He also believes that today's China's logistics standards are likely to become the world's future logistics standards. If you say a lot of European and American Express Company is based on IT, then the future of China's express delivery industry is certainly based on DT."


- the original text of the speech-


Good afternoon, everybody!


A day's meeting, I think we must be very hard, so I try not to destroy everyone's party, I speak a little shorter.


How do just see express bigwigs in their parcels, I believe we will be like me, both moved very worried, if sent to the wrong? We can say he might be a good boss, is a very good general manager, chairman of the board, but not necessarily is a good courier. To do the work of this job in China is very difficult, it is not easy. I think, in the past ten years, changed the whole Chinese logistics industry. All of China's express industry and logistics industry practitioners, to create a real miracle of the world. If we talk about e-commerce in China is a miracle, in the world is a miracle, I personally think that the logistics industry is the real world in the past ten years, the birth of the most amazing miracle. Before this industry may not be known as the industry, in China may even express the words he said it did not have the industry. But in the past ten years, over the past one hundred years, the United States has accumulated, which is actually very great. We also see in this place, not only to express a lot of people, but our ability to serve is also growing. Everything can be sent, where can be sent to.


I just saw, we express company actually help customers to send the house, and I saw a few days ago is sent telegraph pole, I am also very curious now who will have to buy wire rod, but the world always has a wide variety of people buy all kinds of things. This also found in China we have more than 600 counties to reach the same day or the next day, there are 1.6 million villages can be sent to. There are few countries in the world, can be in a short period of ten years, almost no place can be sent to. Also thank you very much, you are my heart a lot of heroes.


Ten years I basically insist on a little, the Alibaba should not do express, they should not engage in logistics. At that time many people challenge me, and now a lot of people ask me, you do not do how to ensure quality, how to ensure efficiency, how to ensure that time. I feel countless entrepreneurs on the Chinese market, the Chinese market a myriad of outstanding young people, they will do more professional, will do more cost, will do more efficiently. As a matter of fact, it is true that we don't have to hire a courier company, and we don't have the idea to build a logistics company. The miracle of the ten years proved that the past ten years is done, the next ten years to make him a real good.


Where is the same, I heard a few days ago, more than 6000 meters Everest training base in many of their players, a lot of climbing, in Taobao and tmall, bought a lot of things, we express company can actually keep each week to send the goods to the Everest base camp. If you own a courier company, you hire, I believe that this is almost impossible.


Of course, I can firmly believe that, ten years after the courier logistics with today's express logistics is exactly two yards thing. Ten years ago we talk about e-commerce in China can not, I tell you, ten years ago I told many engaged in electronic commerce colleagues say, electronic business we are doing today, after ten years of electronic commerce, today I also tell you that today we are engaged in the logistics delivery industry ten years later may produce tremendous change. Now the whole of China Daily Express Parcel about 6000 million or so, we in the last year from Alibaba is concerned, we are not in the retail industry, but we have the world's largest retail. Last year we finished the sales of more than $3 trillion. However, our goal in 2020 that year we will break through $1 trillion. That last year we have been the GDP of China's sixth provinces, and then over three or four years, we will be more than Guangdong Province as China's largest virtual economy out of.


Is so to think about the point of view, I would like to tell you, ten years later, in the next seven years or so, China's Daily Express package will reach 300 million parcels. That is to say, the year of China's package will break through one hundred billion parcels. These one hundred billion parcels, at least for China will create ten million jobs. But, I want to tell you is, by the accumulation of industry, although we solve the employment, but we also can not always use people to solve many problems. Express industry in the future, people not only have the strength, the past decade we rely on the strength of the people, a good innovation, entrepreneurship, hard work, 24 hours a day and night to dry. In the future, we will use the power of technology, with the power of data, with a power sharing, the logistics of the world to unite. So I think in the past ten years, entrepreneurship skills on display in the express industry, power, the power of innovation, in the future, we will quickly pay attention to technology strength, the power of data, power integration, sharing of strength. So I am particularly grateful to you, thank you for the people who are engaged in China express logistics industry. Without them, I believe China Internet economy is purely philosophical, purely impossible landing. The so-called e-commerce, if logistics what are not, if the Internet economy is a Skynet, we must to establish a strong grid. Before I discussed with Wang Jianlin, he said the line will be playing online, I said, joking about the tanks fitted with wings may not fly to the sky, but the plane did not have the airport from the air one fell. So the logistics industry is a virtual economy and real economy, traditional economy and new economic ties, it should be said that there is no real Internet of things, there is no real logistics development, the so-called new economy, it is almost impossible. In the development process of the new economy, the most important link is the Internet of things, that is, our logistics.


In the future, I think the wisdom of logistics is out of the economic plight and globalization of the most important key points, the three chance of revolution, the first time the release of the human body technology revolution, making the machine more powerful than the human. The second technology revolution, is a revolution in energy, logistics industry has undergone tremendous changes, go further, see more long. In fact, we are talking about the logistics, today we put the simple logistics as the courier industry, or the courier industry known as the logistics. Actually man walk on the moon, people are now exploring Mars, human satellite God, this is the logistics industry, we have to open mind to think, the logistics industry today must not only to have the goods from the city sent to the city. Perhaps the future of the logistics industry is to send people to the planet, the material to the moon, which is the development of the logistics industry to carry out.


Logistics industry today, is the goods to the hands, we know where to go to the car. And the next step, it is possible that consumers under the order, the logistics industry will know where to go. But I firmly believe that the wisdom of the logistics is not a single consumer orders, we have to predict the direction of the logistics, logistics capabilities and all aspects of the. So it is because of changes in manufacturing logistics will dramatically. Here you, and all of their counterparts in the logistics industry in China and the whole world, I want to tell you, logistics industry should not simply regard him as the goods through the world, not simply to goods from the site sent to the site, I personally believe that logistics industry must be involved in the transformation and upgrading of the whole production and economy, we must to do to eliminate inventory. Now China is doing well, the whole world to do a good clothing business, about 50% of the inventory. Inventory has become all the enterprises can not walk out of the difficult, inventory is profit. And because of excessive inventory, with the logistics industry is not developed, there is a huge relationship. So we feel that if we have advanced the most intelligent logistics industry, the production and manufacturing industry, and sales, and consumer experience together, really work together for our customers. That is to say for the logistics industry, the real customers, those manufacturers, so that they have no inventory. If you really think about it, our contribution to society is far more than that of a little bit of goods.


So the promotion of logistics, the consumption of the leverage, but also very large. Logistics speed, each doubled, to stimulate the consumption of leverage can be expanded by more than 5 times. So I think, logistics industry not only the look at their own delivery the goods through the world, but to think, we are involved in a restructuring of the society as a whole, we participate in the construction of the future world economic pattern. Because you only have to think about it, you're really going to solve the problems that make you deliver the goods to the customers. I tell you, if we work hard, we are able to solve some of their inventory pressure, then I believe that the value created by the present, far from the traditional logistics can be thought of.


In addition, I would also like to say that the logistics industry from the original, I used to convince, there is a period of time the company's internal about whether or not to do logistics, we debate. I told a lot of the truth that I think the right, it is very difficult to convince everyone. Finally, I said a comparison of the example of the soil, I say that we know that the logistics industry is doing a few hundred years ago? The escort work, before dozens of pressure of a goods go a lot, former dock is mob controlled, Alibaba this tiny limbs how could do these things we should do a good job of their own living. But today's logistics industry, we see throughout the vast land of China and around the world, hundreds of millions of young people, I feel particularly proud of, in their faces we see the humiliation, saw them continue to develop their. Some time ago with the leadership told me that the city is a small tricycle, the security is not good, neither beautiful. I think so, we can got him very beautiful, if countries give us better policies, so that more advanced excellent delivery vehicle can be elevated to go to town, our courier is not willing to open such a car, the summer doesn't cover up the sun, winter rain and block wind and rain. Also so I was thinking, the development of our express industry to solve the employment of a large number of the original city can't imagine, demobilized soldiers found their opportunity, city housing estate are migrant workers, real estate is now failing, they now basically began really is the logistics industry. They entered a new job. So I think we not only solved the problem of employment, not only to solve their own problems, we have solved the problems of countless families, numerous enterprises. China's logistics industry, I believe that the next 5 to 3 years will be a greater change, our technology will be more advanced, our services will be more professional.


We should also ups and FedEx have such professional clothing, such professional car, our car will create better, we have to Tong Wen Hong told several times that we talked about. We want to build real Chinese logistics industry of car, let these car summer to block the sun, winter can block rain, we can in the car above the more wisdom, can let our car will be able to know what the customer needs. So step by step, in the past ten years, we have done, the next ten years, we have to do better.


So we are also very concerned about the rookie in the end what to do? Since the establishment of three years, we have been exploring a problem, rookie in the end what to do? I think we have two things, two principles. For three years, we have not changed. The first rookie to do things others can not do. Second do what others don't want to do. We should not go to do not have to rush to express the logistics industry's jobs, even to grab we can not grab. So the two requirement is to do things other people do not want to do, do not do things others. Then must solve two objectives, within a decade, three years ago proposed, within a decade China anywhere online shopping 24 hours freight will be reached, 72 hours global freight will reach the proposed the two requirements, everybody says, that how many people? I said the rookie from the establishment to close the day, not more than 5000 people. I want to lock the 5000 people after they are not possible to find their own courier. But today, we see that the road is right, we pass the data, we want to see is that there are more than 4000 Chinese transport companies, about 6000000 transport lines, not including the whole world. Is China, how to make the logistics transportation company more effectively, how to make more than 600 million more efficient routes, how to really do data to allow courier companies do more money, more efficient to let express staff with dignity, is also a for themselves, the honor of a job, I think this is rookie companies that want to do it.


Others say so rookie company how to make money? Tell you, I don't know. This is seven or eight years ago, ten years, Taobao do, many people asked me how to make money Taobao, I said I do not know, but I believe he is doing a good job to earn money. Alibaba used to have no money, but also think so, today, Alibaba can not say very rich, but we should be in the same industry in China is still profitable, strong cash reserves. I think today should have the play, for the industry to do some of the integration effect, for the industry to do some of the others can't do things, because many of the technical work, many policies, many cross-border needs. Some people say I am traveling everywhere outside flicker, everything must be five or six years ahead of time, between The Belt and Road, Chinese and Chinese Europe, and Africa, South America and Chinese, these things five years after ten years will open up. So as I, I must run ten years ago, five years ago. So I recently along The Belt and Road, along the entire European countries, has been to the United States soon, I have to go to the south, starting to go to Russia tomorrow evening. The whole The Belt and Road first to get rid of the weeds, please proceed to bypass road construction. You must think, the goods through the world refers to the world, not to pass Chinese goods. Before people told me, Shanghai you as well as others, Beijing speed is not as good as others soon, I said to the Tong Wen Hong, adhere to the this point of view, the Beijing Shanghai fast is not fast, Yunnan, Guizhou, Tibet, Inner Mongolia speed is really fast, China really want to drive is in these areas. In these areas, changes can really make the whole logistics Chinese dramatically. We have solved some, must go to see the five years, ten years later, the real goods through the world, a network of The Belt and Road, how to design to Europe, to Africa, to South America route. If Facebook company is to connect people, rookie and Alibaba is to connect all the warehouses, all the banks together, all the small companies together. Only by combining these, can it be possible to generate a shared economy.


So I think, Alibaba hopes to rookie can connect to any one, all the logistics company, express company, warehouse, customs, all in all, let the whole world this network can be connected together, then the world will become more effective. So also tell you that the rapid development of Chinese logistics and express industry, caused along with all countries attach great importance to and admire, almost without a country, when I went to, their heads of state not mention the courier industry cooperation with China, but he cooperate with the Chinese express industry basically to do 7 * 24 hours of effort.


I also want to have a brilliant future logistics industry has great potential. I said just now, not only to deliver fast, not only to send a cheap, of course, today we fight the price, I think this is a process. If you today still spell the price, rather than fight value, rather than fight, any one industry will desperate off by the price. No win in the world is by price. So I think each of us to think, China's logistics industry if can't make money, then the industry die industry, logistics industry be able to make money, because he involved in the affected the everyone's life, influence the production of each enterprise, affecting a country's economy, affecting the world economy in the future. So as long as you are able to create value, you must be able to make money. However, the early stage of the development of the disorder, the competition is very normal. But today I very happy see logistics industry has begun to unite, and we begin to industry communicate, under the guidance of China Association of express, logistics industry, in rookie can participate in here, with everyone sat down to develop the logistics standard. Today, China's logistics standards are likely to become the world's future logistics standards. If you say a lot of European and American Express Company is based on IT, then the future of China's express delivery industry is certainly based on DT, which is the data technology. We if the technical data to let each express company and the logistics company, can be more effective, I really hope is a engaged in express logistics personnel, respect for their work and their dignity get any respect, if you do this, I believe we not only created the industry, we give everybody to bring the changes in the life.


So, the logistics industry in the future reform of the big, we must have idealism, also want to have realism. Idealism, we have to look to the future, we want to continue to innovate, with new technology to play the potential of people, to play the potential of technology. I know morning also in consideration of the UAV, I think think about is not the problem, finally down to earth, the logistics industry with people is inseparable from the, because any things to the wisdom of the people inside, the emotion inside. I don't know if China without man-machine freight when can realize, but I believe that inside the warehouse of the robot must be achieved, but also to speed up the implementation. We can not put to do some simple copy of the work, as UAVs to freight transported to where, how long, the air force would be approved if engage people down how to do get in the air, or fall down how to do? I think after dinner tea chat or very happy, really want to do I think it is still need time.


In addition, I also believe that if our logistics industry not to look to the future. Don't think about it, and think of the UAV, we should think about the concept of happiness, how to think about the future of the people sent to the moon, the people and goods and materials sent to Mars, these are the modern logistics industry in the future to think about things. Because of the logistics industry is a industry of great change, the human society can see there are bound to be changes in the industry, there must be a promising industry, and logistics and modern express industry, must be this one.


So, I think the logistics industry's great, he changed the world, changed the people's world view, the first attempt of human logistics industry, is the Silk Road, there is no logistics industry, which to the silk road. None of our logistics industry, we The Belt and Road may be in big trouble, so there is no logistics industry, the East can never imagine the west civilization is that Western civilization can never imagine the Oriental civilization is like this. Some time ago, I in Italy. In Italy I speak Marco Polo spent four years from Italy to China, light on the way to go for four years, then four years time from China go back to Italy, eight years time. Now to the data age, eight seconds, we can play 80 back and forth. So, no matter how fast you run, no logistics express industry, you can only say hello on the Internet. So I feel like I'm out of here.


Finally, if the Internet is a Skynet, logistics is a grid, Skynet + network is the beginning of human society a truly global.


The future is still a rookie will not change themselves, hoping to work with all the companies in the industry to cooperate, reach 72 hours of global reach, 24 hours of domestic arrival, the real can do global buy, sell the world. Special thanks also to all agree that this proposed on the green logistics, logistics package today, this phenomenon is the world does not appear to have, China has not appeared, the wrapping of the day on the tree of our damage to the environment is very large, so please you the logistics industry and express industry friends, we come together to study with green courier, green logistics, can make China better environment, we cannot let manufacturing efficiency promotion, the environment better, on the other hand we make a large number of logistics and express the garbage. And these rubbish, not only destroyed the environment, but also destroy our ecological resources. So thank your participation, we work together, let China's logistics truly become the logistics in the future of the world, to become the logistics of the green logistics in China, so we all people engaged in express and logistics, ten years later, won the world's respect, because we are truly rely on their mental, physical and efforts, to make the world a we know.


Thank you once again!