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这是刘强东的底牌,阿里曾经看不上,现在在追赶

2017-07-31 15:38:23   中国经济网

京东的自建物流曾经被看不上、看不懂、看不起,如今它独立开放,能否承载外界的过分期待?

文|《中国企业家》记者 翟文婷 编辑|徐昙

物流,一个不那么性感的名词忽然间成为互联网江湖混战的漩涡中心。

7月21日,京东声明将把天天快递从开放平台服务中暂时除名,理由是在其合作的众多第三方快递中,这家公司排名最后,而且存在部分违规行为。

关于天天快递一个很重要的背景信息是,它正处于被苏宁云商一家全资子公司进行100%的股权收购行为中,而苏宁则与阿里存在股权关系。据说,马云和张近东曾规划将苏宁云商、苏宁易购和天天快递进行重组,并于3年内上市。

因此,天天快递事件最后演变成京东与苏宁之间的一场对抗。苏宁云商集团副董事长孙为民发表博文称,京东“诬陷天天快递”,不要犯众怒;随后京东回击,奉劝孙为民不要“玻璃心”,并强调这是一场快递体验之争,不是商业利益之争,更不是数据之争。

京东与阿里旗下菜鸟在电商物流领域的边界也越来越模糊,除了双方的直面冲突外,与其生态内企业的摩擦越来越明显。前不久,京东与苏宁同时成为安利的物流服务供应商,就是一个明显的注脚。

同时也从侧面证明,从京东电商平台脱胎的这家物流公司已然成为不可忽视的存在。

然而自2007年刘强东决定自建物流,争议与质疑就始终缠绕着这家电商公司。当年他在董事会上提出这项规划,投资人很客气地请他先做做预算,没有直接否掉仅仅是因为不好意思。当时,京东年营业收入还不到5亿元,而刘强东给出的预算是10亿美金,当时他们连2000万美金的融资都困难。

此后的几年中,物流成为京东的吸金黑洞、亏损源头。直到2014年京东上市后,刘强东还在各种场合回应质疑,“有的人说很好,这是我们的核心竞争力,有的说这是胡来,最愚蠢的决定,终有一天会把企业拖垮。”

不可否认,物流这块重资产的投入产出比牵动着所有电商平台、物流公司的神经,甚至就连互联网也为之躁动起来。因为在消费升级的大背景下,大家似乎恍然大悟,物流与商流是决然不可能脱离的。

所以,腾讯还在持有易迅和拍拍的时候,就成为一家专注物流领域基金的LP。这个决策在腾讯内部过会时曾引起很大争论,他们想不明白,一个互联网公司为什么要投一个物流基金?它能给你贡献什么?

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