Ali ＂collective power＂： Cloud and e -commerce are unique by Wu Yongming
After Ma Yun replied to "Ali will change, Ali will change" on Alibaba, Ali ushered in a new change.
On December 20, Alibaba announced that the CEO of Alibaba Group and the chairman of Taotian Group Wu Yongming also served as the CEO of Taitian Group.Since then, Wu Yongming will also serve as three CEOs of Alibaba Group, Tao Tian Group, Alibaba Cloud Smart Group.
As the market value is overtaken by Duoduo, Ali is also re -examined by the outside world.As a new leader, Wu Yongming faces the problem of solving difficulties and layout in the future.How can he take the helm and whether he can lead Ali through the fog, and finding new routes has also become the focus of attention.
Dai Shan completes his mission?
As Wu Yongming really took charge of Tao Tian, the whereabouts of the former CEO Dai Shan also attracted attention.
Cai Chongxin mentioned in an open letter that Dai Shan, as a member of the 18 founding teams of Alibaba, completed his mission in the process of comprehensively returning to users, returning to the Internet, and returning to Wannon Taobao.Next, Dai Shan will assist in the establishment of Alibaba Group Asset Management Company, "this is the new business function after Ali's change."
Dai Shan was once known as the most powerful woman in Ali. The last time she appeared in the last CEO of Tao Tian Group, at the Double 11 Alibaba Media Communication Meeting.A few months ago, the news that Dai Shan would step down in the CEO of Taitian Group in Alibaba.
As an employee No. 11, Dai Shan joined Alibaba in 1999. He is one of the "Eighteen Luohan". He has served as senior vice president of Alibaba and Taobao Human Resources. He has served as the group's chief talent and chief customer service officer.
During the critical period of Alibaba's e -commerce business change, Dai Shan walked to the stage.At the end of 2021, Zhang Yong, then chairman and CEO of Ali Board, issued an internal letter to announce that in the large cycle change, the "diversified governance" system of enterprises was further upgraded.As the president of the group, Dai Shan will be in charge of "big Taobao" (including Taobao, Tmall, Ali Mom), B2C retail business group, Taotte, and 1688 to jointly form a "Chinese digital business sector"Essence
At the event of Ali 2021, when Dai Shan introduced the Chinese retail market business, he emphasized the concept of "multi -end strategy" and regarded the strategy as the key to the growth of the "Chinese digital business sector" business.
Looking back at Dai Shan's helm in the past two years of the Chinese digital business sector, from January 1, 2022, in addition to combing the business line again, Dai Shan has accelerated the comprehensive integration of Taobao and Tmall in the background.GMV is pulled back to the rails of users and merchants for growth -oriented business logic.
In March of this year, Ali split business into six major business groups including Taobao Tmall Commercial and Local Life with the "1+6+N" organizational change to allow them to face market competition independently.Since then, Dai Shan, who served as the CEO of Tao Tian Group, not only successfully achieved the group's independent operation, but also clarified the three major development directions of "users first, ecological prosperity, and technology -driven".
On November 16th, according to Alibaba's latest quarter (the second fiscal quarter of the fiscal year 2024, corresponding to the third quarter of 2023) financial reports, in the third quarter of this year, Ali recorded a total of 224.79 billion yuan in revenue.Compared with the income of 207.176 billion yuan in the same period last year, 8.5%increased by 8.5%.According to the division of Ali split, Taitian Group is still the main source of revenue of Alibaba during the reporting period, contributing a revenue of 97.654 billion yuan, with a revenue of 43.4%.
Regarding this adjustment, Shen Meng, director of Xiang Song Capital, told the media that Tao Tian Group and even the entire Ali are undergoing in -depth adjustments, including business structure and organizational structure.Adjustment does not rule out the unfavorable situation of Tao Tian Group in the development process with greater efforts and greater movements.
Why is Wu Yongming?
Six months ago, Ali announced that Zhang Yong stepped down as chairman and CEO of the board of directors and CEOs of Alibaba Holdings Group.At that time, Wu Yongming not only continued to be the chairman of Tao Tian Group, but also served as chairman and CEO of Alibaba Cloud.
On September 10 this year, Wu Yongming officially fulfilled the CEO of Alibaba Group. At the same time, he also served as the chairman of the Taitian Group, and the chairman and CEO of Alibaba Cloud Intelligent Group, and set Ali positioning and direction as "technology platform enterprise".
It is worth noting that in March of this year, Ali split business into six major business groups and many business companies such as Taobao Tmall Commercial and Local Life with the "1+6+N" organization change to allow them to face market competition independently to face market competition.EssenceHowever, after this, in view of the various uncertain factors, Alibaba Group announced that it would no longer promote the complete spin -off of Yunsian Group; Hema Xiansheng's first public offering plan has been suspended as two emergencies "retracement" actions.
To this day, Wu Yongming has two core business CEOs of Alibaba Cloud and Tao Tian.According to the industry's view, compared with the business of the business, at the moment, through the core role of Wu Yongming, the division is achieved, collecting and connecting resources, and forming a unified command structure, which may better stimulate the cooperation between the business between the business.Sex and imagination.
As one of the "Eighteen Luohan" of Ma Yun's early entrepreneurial partner, Wu Yongming has successively served as the technical director of Alipay, the Chinese Yahoo P4P product and technical director, the president of Yitao.com, the general manager of Alibaba Network Technology Co., Ltd., and the chairman of the board of directors of Ali Health.
When Ma Yun founded Alibaba in Hangzhou in 1999, Wu Yongming also became the first programmer who joined it, and wrote the first line of code; when the general trend of the mobileization trend, Wu Yongming also played an important role. At that time, he actively promoted AliThe mobile process of the product; in addition, when he was in charge of the Chinese Yahoo advertising system, he had the idea of creating an advertising platform and put into action to create a "Ali mother". This digital marketing platform is still an important profitability of Ali so farsource.
Judging from media reports, in the later period of Ali, Wu Yongming gradually turned to the acquisition business and participated in many important acquisitions. In addition, he also founded Yuanzheng Capital in Hangzhou.For more than 20 years, he has formed a triple identity of a technician+entrepreneur+VC, and is a veritable "all -round sweeping monk".
In just half a year, from the group, the cloud to the e -commerce, Wu Yongming took over the core business sector of Ali, and also reflected the internal trust of Ali from the side.
According to the disclosure of photon planet, in addition to internal and external identity, Wu Yongming's decision -making on Ma Yun was almost fully received.According to an old Ali, Wu Yongming has never seen Wu Yongming's opposition to Ma Yun in his memory.This means that Wu Yongming's "absolute loyalty" will greatly reduce the operating cost behind Ma Yun, such as implementing Jack Ma's "three returns".
Where is it?
"Wu Yongming took over the CEO of Ali Group for three months, clarifying the group's strategic focus and priority choice, resolutely organizing the main business, and comprehensively promoting the younger reform of the management team."Tao Tian's No. 1 position will help lead the change of Tao Tian with technological innovation, and help ensure that the group's unified command and high -intensity continuous investment in the group's two strategic gravity e -commerce and cloud.
On September 12, on the third day of taking over as the CEO of Ali Group, Wu Yongming issued a letter of all members to announce the establishment of the two strategic focus: users are first and AI drive.On this basis, Alibaba will increase strategic investment in the three types of businesses & mdash; & mdash; first, technology -driven Internet platform business, the second is AI -driven technology business, and the third is the global business network.
This also means that the two strategic focus of users and AI drive first and AI will reshape the priority of Ali's business strategy, affecting the three types of business areas under the group.First of all, the Internet platform business needs to focus more on user value and meet multi -dimensional user needs. Second, AI has become a new engine for commercial development, and Ali has made breakthroughs in this field. Finally, Ali has been committed to global business to help help helpChina and global SMEs are looking for business opportunities worldwide.
On November 16, Wu Yongming participated in the quarterly financial report analyst at the CEO of Alibaba Group for the first time. At that time, he said that for the core business, it will maintain long -term concentration and high -intensity investment to ensure that the product always follows the user's needs to evolve iterative evolution., Maintain long -term vitality and competitiveness; for non -core business, asset value will be achieved as soon as possible through various capitalized methods.
Wu Yongming made a judgment and choice for Alibaba Cloud's strategic direction to determine that Alibaba Cloud will implement AI -driven and public cloud priority strategies in the next five years, and make great adjustments to the business management team.At the analyst at the analyst, he clearly proposed to "increase the investment in the core products of public cloud".
For Taobao, Wu Yongming also gives a clear strategic direction. We must adhere to the "universal", implement the price power strategy, and allow the price to run through the platform from the white brand to all levels of products from the brand.Wu Yongming's intention is also very clear. AI technology is a means. It is necessary to do price and take consumers as the center.
In addition, Wu Yongming also clearly made four products: 1688, leisure fish, nailing, and quarks as the first group of strategic innovation businesses in the group.According to him, the above-mentioned strategic innovation business will operate as an independent subsidiary, and the business will break the previous positioning restrictions in the group. Ali has continued to invest in cycle with 3-5 years.
According to the Eleven of Finance, some analysts believe that Wu Yongming has taken these products out of these products and innovatively facing young people and technical trends to create a greater non -linear imagination space for Ali's future.
It is worth noting that Wu Yongming once said: "We will resolutely implement the team youthfulness, and let the young main managers refresh the business management team and create a mechanism and cultural environment for more young Ali to become Ali's core force."
In the all -member letter issued this time, Cai Chongxin also mentioned, "Next, we will be fully enabled at the grassroots level to get exercise. The emerging young management team will create their innovative environment for young people."
To this day, Ali stood at the turn of the turn.
Ma Yun once said on the inner network: "The AI e -commerce era has just begun, and it is a chance to anyone."Faced with a new opportunity, Wu Yongming, who has a deep technical background, grabs users with his left hand and holds AI in his right hand. It is unknown whether the results can be achieved in the new variables brought by AI.But in any case, Ali will lead the new team and new strategy by the new power of power to start the next new struggle.