@Alibaba: Today, I received the “Administrative Penalty Decision of the State Administration for Market Supervision and Administration”. I sincerely accepted the penalty and resolutely obeyed it. We will strengthen operations in accordance with the law, further strengthen the construction of a compliance system, based on innovation and development, and better fulfill our social responsibilities.

This incident can be said to have a great impact! Remember the original promise? Let some people get rich first, and then get rich first! However, the reality is that this group of people who are rich first want to be prosperous forever, and they must always squeeze out latecomers. Ma Yun just did a great thing in the beginning, he was an entrepreneur. The creation of Taobao and Alibaba helped many people realize online transactions and reduced middlemen. However, he changed later: 1. Investing in media, South China Morning Post, Weibo, Ali Movies, etc.! And the values ​​promoted are obviously inconsistent with China’s system. What 996, blessings, etc. 2. Establish a lakeside university and draw all the business elites in. What is this for? I think anyone who is a normal person knows it. Just like you have a company, the best-performing employees build a group to bring in all the company’s outstanding salesmen. What do you say he wants to do? 3. Create Ant Financial and reach out to the financial sector. Think about it, everyone: finance, energy, railways, and hydropower are all the lifeblood of a country. What are you Jack Ma? 4. Alibaba and Tencent have mastered China’s big data, and these big data must never be leaked. You can use it to do good things, or you can use it to do bad things! Therefore, Jack Ma’s situation today is doomed. China has always been a socialist country. At the time, its reform and opening up promised: Let some people get rich first, and then get rich first. Don’t talk so much, think about: 1. Henan and Anhui are so good places, because the red line of arable land can only develop agriculture, and industry is limited. Do you say it is fair? 2. So many coal mines in Shanxi have emptied people’s land, and the people did not make money. Do you say it’s fair? 3. There are so many oil and natural gas in Xinjiang, and low-price gas transmission from west to east, is it fair to you? 4. Provinces such as Guizhou, Sichuan, Henan, Hubei, Anhui, and Jiangxi provide free labor. After earning money, you can buy a house at a high price and contribute rent to the locals. Do you think it’s fair? If there is no national game of chess, every province will set up obstacles. Shanxi’s coal is sold at a high price, and Xinjiang’s oil and gas are sold at a high price. Henan, Jilin, and Heilongjiang took advantage of the epidemic last year and sold their grain at high prices. These cheap laborers in the mainland are tied to their own provinces. What are the consequences? Therefore, letting some people get rich first is the way the country was poor at the beginning and concentrated on doing big things. In the end, you did well. You got such good resources and became rich. Then tell everyone that you are strong and that others are poor because they don’t work hard, and you have to play with the wives and daughters of poor people. Let me ask: Why are these wealthy people in mainland China developing so fast? Is it because people from other countries don’t work hard? Is it because the ancient Chinese did not work as hard as the current Chinese? One cannot fail to be a human being. If you make money, you have strong abilities. If you lose money, it is the fault of others, the responsibility of society, and the failure of the system. Some people are just like bones!


By zhiwo

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6 months ago

Two days ago, Shen Yi gave a public class. It mentioned the difference between China and the United States. That is: the United States was kidnapped by financial capital and lost its physical ability, while China has the ability to control financial capital and let it serve the country. . The fine this time is obviously a typical case in this regard. Since at least the second half of last year, the state has given a heavy blow to Internet giants including Alibaba. Therefore, we can see that there will be news that Taobao mini-programs will apply to enter WeChat. This in itself is an enterprise’s choice to “break the monopoly” under official pressure. Only by letting the giants lose the natural monopoly status formed by the accumulation of capital and return to a competitive model with each other can the country, society and every ordinary person benefit from it. I believe that this fine should not be the end. The fact that Alibaba was fined at a high price is itself a wake-up call for all giants. After all, the fine method is proportional punishment: On April 10, 2021, the State Administration of Market Supervision made an administrative penalty decision in accordance with the law, ordering Alibaba Group to stop illegal activities and impose a fine of 4% of its domestic sales of 455.712 billion yuan in 2019. 18.228 billion yuan. This is not the innocence of fines of hundreds of thousands of millions in the past, but it is really painful to the enterprise. As an ordinary netizen, I naturally hope that in the future, the Internet industry can achieve de-monopoly step by step and be better placed in the “cage” of governance. In the next step, I hope to smash my iron fist in the field of big data maturation, so that the giants will realize: 10 platforms promise not to use big data to master the maturity, how should they be supervised in the future? Have you ever been “killed”? ​If you continue to play with fire, it will make your business unprofitable. Several other answers: What do you think of experts claiming that China’s per capita monthly traffic may reach 100GB in ten years? Or what impact will it have? What are the recommended destinations for “fewer people and not expensive” during the May Day holiday of 2021? When did you realize that you should lose weight? How to evaluate the new Hongguang MINIEV Macaron Edition?

6 months ago

When you come out, you must admit your mistakes, and you must stand upright when you are beaten! Obviously, Alibaba has performed well in the attitude of admitting mistakes, but I don’t know how it will perform in subsequent execution? In the past few years, we can see the shadow of the Ali department everywhere in the lives of our general public. Taobao is used for shopping. Are you hungry for eating? There are Taobao tickets for movies and Alipay for payment. There are salted fish for second-hand, Youku for watching videos, borrowing for borrowing money, spending for spending money, and Ali Entertainment for reading novels. These apps have indeed brought a lot of convenience to life. However, in the process of capital development, monopoly gradually emerged, and the phenomenon of businessmen bullying customers appeared. In the news, we can always hear some positive or negative news about Ali. Today, Ali was punished by market supervision, which is a blessing for Ali and a warning for other companies. It is hoped that under the supervision of the state, the capital market will be able to compete virtuously and develop vigorously, so that it is good for both the company and the general public.

6 months ago

In fact, it doesn’t matter what Ali said. If this kind of top punishment can come down, it proves that everyone only looks at what Ali does, not what Ali says. For Ali, the problem now is whether to continue to make money against the fine, and then wait for the next fine, or to correct it seriously, and then give up some of the benefits in exchange for the country to divert attention. Either way, Ali’s interests will suffer. For monopolistic Internet companies, Ali’s choice is also their common choice. Either continue to monopolize, and then wait for a fine that does not know when, or stop the monopoly and give up a large wave of benefits from the monopoly. Therefore, the significance of anti-monopoly is here. Therefore, for Internet companies such as Alibaba, what they should do more than grab market share is to find new profit points. This is the road to stable and profitable future.

6 months ago

Pay attention to this fine. Alibaba was fined 18.228 billion due to monopoly. Note that this is a fine of 4% of sales, not profit. Alibaba’s net profit in 2019 was about 80.2 billion. This time it was fined 18.2 billion, accounting for 22.69% of its net profit. It can be said that the punishment is not too much or not. It is just right. If the fine is too much, it will cause severe damage, and it will also cause local Hangzhou. What should I do if I make a strong impact and scare Boss away. If there is less punishment, it is not painful or itchy, and continue to do whatever you want. The penalty amount is to tell Ali to stand up straight and be beaten, not accepting it. So Ali can only respond like this, otherwise, how can he fix it?

6 months ago

It shows that the core of our oriented enterprise development depends on innovation and the ability to go out and grab the cake of foreign giants. For example, Huawei, no matter how you hacked it, overseas, Huawei beat foreign giants like Cisco, Nokia and Ericsson to win the battle, instead of using its information and capital advantages to run on small merchants and peddlers to obtain monopoly profits. Alibaba should go to the United States to do Amazon and eBay, so that we all support it. Don’t just scrape the profits of domestic small businesses. If Tencent’s game industry has the ability to kill Sony, Microsoft, and Nintendo in overseas markets, it will not be a problem no matter how big it develops.

6 months ago

Three bowls of fine wine are fined, and paying a fine is much better than being split. The real profitable business is Ant Financial. For example, it is also the Dongfeng missile. If Ali’s other business is a conventional warhead, then Ant Financial is a nuclear warhead. The two are not the same logically, and the magnitude is far worse. In 2019, I expressed my opinion many times in the circle: If Ant Financial successfully landed in A shares, then I might not choose other bank stocks when I consider investing in the financial sector in the future. At the moment, it seems that the Ali empire’s territory can be preserved, and it is enough to continue the hard work. As for Ant Financial, which is similar to the financial magician, I am afraid it can only be cool. The ultimate goal of Papa Ma’s painstaking efforts over the years is to raise Ant Financial…The previous ones are all appetizers, which are the bait to attract consumers to choose Ant Financial…

6 months ago

When a frantically running Internet giant, the cultural values ​​it advocates are glamorous, but they still follow the barbaric growth mode of more than ten years ago without supervision, and rely on the hegemonic thinking established by the huge traffic advantage accumulated for a long time. , When business thinking and strategic implementation are based on unilateral, self-interested and exclusive thinking, and corporate values ​​become optional empty words for employee performance appraisal, perhaps this is the current Ali is facing more and more in the new Internet era The main issue of supervision. The attitude of the supervisory authorities in the past few years is obvious, including p2p cleaning. The previous barbaric growth did not have time to take action, but it does not mean that the senior management agrees with such barbaric growth. Even if they have made huge profits in the past few years, they can choose not to blame. , But now that the Internet has been integrated into the lives of thousands of households and has become a part of the country’s new digital infrastructure, it is absolutely impossible to allow unilateral, exclusive, and even hegemonic American imperialism to control the core position of digital infrastructure, users and Merchants need to be able to choose freely and have enough platforms to choose from and switch, requiring more healthy development and competition. And each platform should rely on the richness of service experience and ecology to win the market rather than relying on traffic to hijack and squeeze out rivals. Unfortunately, Ali’s partners did not realize the worry of the country’s high-level officials in the congp2p incident a few years ago, nor did they understand the high-level determination. . In September 2019, the Alibaba values ​​released in reality only require employees to implement them. Partners can ignore them. The following is the chairman of the Alibaba Group Marketing Public Relations Committee Wang Shuai, one month after Ali released the new values ​​in September 19, in October Responding to the full text of one of the two topics on Weibo: At that time, I felt that his three-sentence response was fundamentally untenable in logical thinking and was contrary to the value of “customer first”. As the chief spokesperson and partner who spoke out to the outside world, he later responded in his personal Weibo reply: “Good legs are always bitten by mosquitoes”, thinking that this is not a big problem, and even optimistically ridiculing it as “malicious slander and malicious attack by mosquitoes.” “. Horsetigerbaba served Wang Shuai’s personal Weibo until today, one and a half years later. The government delivered the penalty and attitude for being late. Although Ali Group also promptly admitted and responded passively, it seems to be sincere, but in fact there is no real apology. And admit mistakes. Based on the response from the partner group that Wang Shuai was in before, which represented the overall interest group, it is reasonable to believe that after today’s incident, there will be no much improvement. The response at that time has shown that the values ​​and culture of the company are no longer the “Ali taste” that seemed simple, dreamy, and positive more than ten years ago. It may also be that the real advantages and limited capabilities are no longer available. In front of new competitors, have enough self-confidence and a fair and peaceful mentality. On April 10, Ali’s response was fined 20 billion yuan. For Ali, who has a volume of trillions and a net profit of 100 billion a year, it is not a real problem, or even a major problem. This positive response looks more like a “Wang Shuai-style” routine response from the public relations department, completing the appeasement to the public. The reflection that this incident really brings to everyone is that Ali’s partners have unanimously declared that the beneficiaries of “choosing one of the two” are for customers and consumers, and they never mention that they are the biggest beneficiaries, and merchants instead. Is the real victim. At that time, “choose one of the two” was regarded by the government as reasonable and in line with normal business practices. Such a strange view that was contrary to values ​​did not have any internal doubts or confessions. Even today, when punished by the government, there is still no real apology or confession. , Which shows that Alibaba Group’s code of business conduct and the corporate values ​​advocated by the Alibaba Group may have serious deviations and trust issues. Such an obvious logical problem is actually announced by the partner spokesperson. Perhaps it is really no way to take the competitors. . The values ​​that Alibaba Group has publicly advocated throughout the years are customer value first, employees second, and shareholders third. Now it seems that the ranking of each word is wrong. “Choose one between two” has brought a subversion of corporate values ​​and a refresh of the three perspectives for businesses, because “choose one between two” undoubtedly hurts the merchants. They are many who have no right to speak and are disobedient. Groups whose stores have been shut down and their rights have been demoted, especially in the past few years, where bidding ranking fees have become more expensive year after year, and advertising traffic fees have become more and more expensive, while Taoism still controls the largest source of passenger flow. , While small and medium-sized businesses can only post money and barely maintain platform sales, they can only open flagship stores on Tmall, not on JD.com, let alone Pinduoduo and Vipshop, which clearly can bring them Greater income. Choosing one of the two is undoubtedly an overlord clause for self-interest, but Ali’s public relations can be said to be “aggrieved” and “the simplest business rules”. This approach and statement are blatantly treating customers. Putting interests at the end, or even at the bottom, putting the interests of oneself and shareholders first, but still proclaiming the positive and positive corporate values. I think there is something wrong with the partner system and mechanism. If everyone speaks out, it may be that there is really no better way. This aspect also shows that even though the original intention of the enterprise was good when it was innovating in 1999, in the face of the original sin of capital, in the course of more than ten years of development, it still cannot withstand the temptation of capital and the continuous expansion of desires of new and old partners. Partners have long been “full of pots”. As Ali partner, Wang Shuai has been building the group’s public relations system since 2003. In many cases, what we see is a corporate image full of positive energy, and what we see is the group. The public relations department conveys the values ​​and attitudes that look positive and customer first through various channels. As the throat department that represents the entire group’s voice, as the chairman of the public relations committee, as a company that has been present since the beginning of its business. A veteran veteran Ali, in his work and living environment, he may communicate and get along with more than 30 other partners almost every day, and his public statement of “choose one” to the outside world this time is just ” The simplest business behavior has exposed the partnership system represented by him, and the corporate values ​​and corporate culture advocated by him have deviated from the original intention and drifted away from the century-old dream. It can be said that his voice is equivalent to the voice of the top management and the partner group. They do not feel that there is a problem of violating values ​​in their own interests. They also don’t forget to ridicule competitors and the media. This is what Ali is truly “at the moment” serious problem”. The 18.2 billion fine looks more like the government’s voice on behalf of the platform merchants. It was delivered a few years later as a reflection mirror, a mirror of conscience given to companies to conduct self-correction and self-rescue on their values. The irony is that they are holding users’ money. Every year, it publicly declares that three-thousandths of a thousandths are invested in public welfare undertakings. While building hundreds of millions of users every day to plant ant forests to show a positive image, they rely on monopoly platform traffic and overlord clauses to suppress two-choice and one-exclusiveness in order to achieve more The long-term benefit binding, earning expensive bidding rankings and traffic costs from the already more difficult merchants, has long been left behind for the image and persistence of the “customer first”. Therefore, this is not just an attitude issue of “sincere acceptance and resolute obedience”, but a critical period that requires serious, profound and comprehensive reflection starting from the partner level. Otherwise, the follow-up trend is really hard to make people optimistic. . Including, why only implement and appraise “employees second” for employees, but make shareholders the third implementation as the first. If you can’t do it, you don’t need to advertise yourself, especially since the influence and size have long been so large, it can even represent a country Under the historical background of the e-commerce image participating in international competition, alternative egoism and exclusive hegemonism are not necessary. Since we have proactively set the glamorous slogan of “Customer First” and publicly shouted this slogan internally and externally, we should be truly open and fair, and strive for a more benign and green ecological platform for the majority of businesses. Live better and do our best to “customer first”. Rather than the “Landlord’s mindset” as it is now, the “Double Eleven Carnival where GMV keeps hitting new highs every year” is constantly being created. In fact, what it really brings to businesses is probably a larger traffic pool bundling and more. A strong coercion bargaining chip.

6 months ago

Ali’s attitude is pretty good-accept, admit punishment (if you don’t accept, you have to accept, if you don’t admit punishment, you have to admit punishment). The state’s attitude is not to kill Ali. When it comes to monopoly, Baidu, Tencent and other giants are not injustice. The matter of Ali is actually a follow-up to the failure of Ant Financial to go public. The state has warned that it is enough to kill chickens and show them to monkeys. The last traditional industry giant that was explicitly warned was Wanda. Why is it that the purpose of the state is not to kill Ali? You see, the people on Zhihu yelled at business owners, oh, or capitalists. . . In fact, after the reform of our country, our attitude towards private enterprises: In general, it is allowed, supported and encouraged. This involves a very practical issue-besides relying on some state-owned enterprises and central enterprises, my country’s economic development still needs private economy to make a beneficial supplement. Moreover, some old state-owned enterprises, such as the famous Zhuhai Gree, are no longer pure state-owned enterprises after mixed reforms. After Zhuhai Gree Electric’s mixed reform, the capital composition is quite complicated, and many private capitals including Hillhouse Capital have been introduced. Many similar state-owned enterprises have become similar to Gree Electric after being reformed. Therefore, the country generally allows, supports, and encourages the development of the private economy. But there is a prerequisite-the private economy must be developed under the framework of state control-if you want to break through this framework and challenge the country’s red line, it is absolutely not allowed. Last year, Mr. Ma from Hangzhou clearly wanted to break through the national framework and challenge the national red line. Then the state immediately took action to contain and punish. This is all obvious. Also reminded once again: entrepreneurs must be low-key. In the traditional East Asian culture, most people who have achieved fame are well versed in “low-key” wisdom. Wood show in the forest wind will destroy it. What’s more, it is not necessarily so “show”, but more borrowed from the wind of the times, and still so high-profile, it is inevitable to be rectified.

6 months ago

I have different opinions from many people. Instead, I think that the current change is a good thing for Alibaba, Tencent and other Internet giants. The “abuse of market position” among domestic Internet giants and various “choices of two” are actually very similar to the arms race during the Cold War. On the surface, it appears that giants use their dominant market position to consolidate their moat and earn money. Excess profits, but the underlying logic behind it is that China’s Internet competition has no boundaries. Any Internet company, including Internet giants, has a deep sense of insecurity. Everyone is afraid of being subverted and replaced. Yahoo, which was unsurpassed in the early years, Baidu, which took the lead, eBay, which was one position ahead, Sina which was once synonymous with the Internet in China, etc., in just 20 years, how many ups and downs. On the surface, Ali is engaged in e-commerce, but it is possible to do social networking at any time; on the surface, Tencent is engaged in social networking, but it may be e-commerce at any time; on the surface, Didi is doing taxi-hailing, but it is possible to do games at any time. ; On the surface, Toutiao is for content aggregation, but it is possible to do e-commerce, social networking and even games at any time; on the surface, Meituan is doing group shopping and takeaway, but it may be doing taxi and e-commerce at any time… Can it be done well? It is one thing, but there is always such a possibility. The taxi-hailing market seems to be the dominant player in Didi, but Meituan, AutoNavi, or other giants may spur the foundation at any time. The OTA market seems to be Ctrip’s dominance, but Meituan, AutoNavi, or other giants may be able to leverage the foundation at any time. In the e-commerce market, it seemed that Ali and JD.com divided the market, but in just a few years, pdd has risen. In response to today’s headlines, tx created a Daily Express, in response to Douyin, a micro-vision, and in response to a volcano video, a hot pot video. For nothing else, just for defense. Therefore, China’s Internet competition is a borderless competition. All giants can only continue to increase their arms competition, and they don’t know when they might be subverted or left behind. The country’s anti-monopoly measures are actually helping the giants to unload the burden of the arms race, pack lightly, and focus more on improving the quality of products and services, improving the user experience, and promoting a more virtuous industry. development of. On the other hand, it is necessary to break the abnormal development of China’s Internet in the past that used low prices, free, and subsidies to trap users and then harvest. My view has always been that industries that do not make money are unhealthy. If the giants cannot make money, how can other small and medium-sized enterprises survive? If the business model of the Internet is to spend money to subsidize traffic, and then make money through e-commerce, advertising, games, and rewards, don’t you think it is very deformed? The competitive environment in the United States is much more benign. Microsoft will not do Google’s things, Google will not do Amazon’s things, fb will not do Apple’s things, and Apple has maintained considerable restraint in finance. The unique historical reasons for China’s Internet development cannot simply be copied from the United States. However, under the current circumstances, zf’s timely action to guide the allocation of resources in the Internet industry is a good thing for Internet participants. This anti-monopoly started from Ali. If you can gradually clarify the boundaries of the major giants, you can develop well in your own territory. Don’t arbitrarily extend your hands to other people’s territories, and at the same time improve your own service quality. Avoid low-price competition, avoid crude subsidies, and leave space. 5-star hotels have their own customer groups and service systems, 3-star hotels have their own customer groups and service systems, and convenient hotels and youth hostels have their own customers Groups and service systems give the whole society a gradient effect instead of a giant who wants to eat cleanly from top to bottom. If everyone does not compete viciously, the advantages that Alibaba has accumulated are sufficient for it to continue to dominate the relevant market and continue to build higher competitive advantages, focusing on technological innovation and reducing the cost of social commodity circulation, which will also receive the support of the state. , In the end, financial data will be beautiful, and the rising stock price is also reasonable.

6 months ago

Almost all of the comments are saying that Tencent also has a monopoly, and the remaining small part is saying that I say that it is a clean-up. For the former. This question is for Ali, why have to digress? And I didn’t say that Tencent does not have a monopoly. What is the comparison between the two monopolies? What’s more, do you really think that the 18.2 billion fine is due to Ali’s monopoly? If this is the reason, why not punish Tencent? You all know that Tencent has a monopoly, so now this situation is talking about incompetence at the top, or is your understanding of Ali’s punishment wrong? For the latter. You may not have the memories of the Internet before 2010, so you are indifferent to Tencent’s changes. But you can start with “Tencent of Dog Day” and the 3Q battle, try to understand and remember. At least after that, Tencent has never experienced such a big negative review, and Ma Huateng has been trying to keep a low profile. The following is the original answer. Before Ant went public last year, all online comments were positive and public opinion was strictly controlled. After only half a year, China.com unexpectedly invited everyone to comment on Ali’s punishment. This is really one time and another. Since the “Tencent of Dog Day” and the 3Q war, Tencent has changed its mind and embarked on a different path of development, and has now achieved China’s No. 1 market value. Few people now laugh at Tencent’s dark history anymore. But compared to Tencent’s plagiarism and other business issues, Ali’s problem is a deeper management problem, an ideological problem. Ali’s problem lies in the illness of large enterprises, which is bureaucratic internally and monopolized externally. This kind of rigidity and blindness, if not relying on monopoly, how could it be able to adapt to cruel market competition. 18.228 billion, even if it is not a small number for Ali, it is enough to shock people. At the same time, Lakeside University also stopped enrolling students. If Ali does not want to pretend to be asleep, the intensity of these actions is sufficient to force Ali to return to business and competition itself, instead of interfering with the market and competition through non-commercial factors and monopoly. Next we still have to see Ali’s performance. Alibaba’s ability to grow out of nothing and develop into a giant in just over 20 years, staged a miracle in the history of corporate development, is still very remarkable. I hope Ali can accept the lesson and not pay the tuition in vain.

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