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class=\"wp-block-heading\">\u7ffb\u8bd1<\/h2>\n\n\n\n<p>On March 28, Alibaba announced the &#8220;1+6+N&#8221; organizational reform. And setting up Ali Cloud Intelligence, Taobao Tmall business, local life, international digital business, Cainiao, big entertainment six businesses and a number of business companies. Implementing the CEO responsibility system under the leadership of the board of directors of each business,<\/p>\n\n\n\n<h6 class=\"wp-block-heading\"> responsible for the overall results of their respective operations.<\/h6>\n\n\n\n<p>This is the biggest organizational change in Alibaba&#8217;s 24-year history. About this change, industry attention and discussion is the most about the future of the six businesses. In the era dominated by &#8220;Middle Taiwan strategy&#8221;, the relationship between Ali Group and the six businesses is more master-subordinate. People&#8217;s perception of Ali is that the company is a general who follows orders under the chairman. After &#8220;1+6+N,&#8221; the podium turned into a roundtable. And Alibaba&#8217;s fate will be determined more by the six businesses, especially the six ceos who control them: Zhang Yong, Kardashian, Yu Yongfu, Jiang Fan, Wan Lin and Fan Luyuan.<\/p>\n\n\n\n<p>As mentioned in the letter, every Ali employee must return to the state of being an entrepreneur before starting out. The identities of these six ceos will also change from veterans of the battle to pioneers from zero to one.<\/p>\n\n\n\n<h6 class=\"wp-block-heading\">Daniel Zhang: Take off your suit and become a geek<\/h6>\n\n\n\n<p>At the Ali Cloud Summit on April 11, Zhang Yong made his first appearance as the part-time CEO of Ali Cloud Intelligence Group. This time, he uncharacteristically ditched his suit for a geeky casual jacket. And made a strong technical judgment about the AI era: all future products are worth remaking in big models. After the new 1+6+N structure of Alibaba. And Zhang Yong first stepped into the new role as the CEO of Alibaba Cloud.<\/p>\n\n\n\n<p>This is the third major role reversal in Zhang&#8217;s life. The first was in 2008, when he took a part-time job as CFO of Taobao Mall, which later became Tmall&#8217;s general manager. During this period, he created the Singles&#8217; Day shopping Festival and started Alibaba&#8217;s B2C business. The success of Tmall and Singles&#8217; Day not only created Alibaba. But also changed the brand&#8217;s perception of e-commerce, creating a new stage for all e-commerce companies in China.<\/p>\n\n\n\n<p> As COO, he successfully led Taobao&#8217;s transition from PC to mobile. There are few Internet companies in the PC era that have truly transformed. And outperformed the past, and Zhang has delivered the best report card for a transformation <\/p>\n\n\n\n<h6 class=\"wp-block-heading\">His success in the past is one of the most important reasons for our confidence in Alibaba Cloud.<\/h6>\n\n\n\n<p>that Alibaba then described as &#8220;replacing car engines with Boeing 747 engines on the highway.&#8221; Up to now, one of the labels most frequently attached to Zhang Yong by employees on the Intranet of Alibaba is &#8220;smarter and more diligent than me&#8221;.<\/p>\n\n\n\n<p>The second time was as Chairman and CEO of Alibaba Group in 2018. Jack Ma once said that he was afraid of the CFO as the CEO. However, when choosing a successor for Alibaba, he chose Zhang Yong without hesitation. They believing that he &#8220;shows outstanding business talent. And firm and calm leadership&#8221;, &#8220;has the logic and thinking ability like a supercomputer&#8221;. And &#8220;dares to stand in the future to innovate and design new business models and formats&#8221;. Over the past five years, Mr Zhang has proved himself worthy of Mr Ma&#8217;s assessment. Under his leadership, Alibaba transformed from an e-commerce company into a vast system that includes e-commerce, offline retail, smart logistics, artificial intelligence and cloud computing. That profoundly affecting the changes in the business world and the daily life of the Chinese people.<\/p>\n\n\n\n<p>Zhang Yong&#8217;s experience in his own words: &#8220;The best way to build a league is to move from victory to victory.&#8221; Today, all companies are standing at the starting line of the new technology revolution. Daniel Zhang is still responsible for Alibaba&#8217;s most promising cloud computing and AI business. His success in the past is one of the most important reasons for our confidence in Alibaba Cloud.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">02 Yu Yongfu: Build a hard fortress, fight dumb battles and chew the hardest bone<\/h3>\n\n\n\n<p>Before joining Alibaba, Yu Yongfu had already made UCweb the mobile browser with the largest market share in China. His outstanding strategic judgment and management thinking were talked about by the industry.<\/p>\n\n\n\n<p>In terms of strategy, the main business of UCWeb was not originally browser. It was Yu Yongfu who chose the right track against the pressure after he took office. With his excellent strategic judgment, UC achieved 2000 times growth. In management, Lei Jun. Who once worked with Yu Yongfu, calls him a &#8220;Liu Bei type manager&#8221; capable of promoting and leading a team <\/p>\n\n\n\n<p>while advancing and retreating, dividing the country into three parts once entering Shu.<\/p>\n\n\n\n<p>Yu Yongfu&#8217;s experience after joining Alibaba continues to reflect his unique strategic and management skills. In 2015, in the competition with Baidu Map, Yu Yongfu decisively cut down Autonavi&#8217;s O2O business and focused on map navigation. One year later, due to Baidu&#8217;s continued losses in O2O, Autonavi surpassed DAU, making a wonderful battle <\/p>\n\n\n\n<h6 class=\"wp-block-heading\">s successfully cracked a tough hole in a race that has long been declared a victory<\/h6>\n\n\n\n<p>in the history of Internet business competition. Since 2017, Autonavi has trickled into a stream in the car-hailing field dominated by Didi, with more than 10 million orders per day and a market share of 30% so far. It has successfully cracked a tough hole in a race that has long been declared a victory.<\/p>\n\n\n\n<p>Local life Group is a recognized problem in Alibaba&#8217;s business landscape, and it has also consumed the most of Zhang Yong&#8217;s efforts. At the end of 2021, Zhang Yong personally handed Yu Yongfu the hardest bone to crack. At that time, Yu Yongfu was probably faced with the most complex and difficult competitive landscape in the e-commerce field. Except Autonavi, other businesses did not have advantages compared with their rivals. He knew that there was no clever power to borrow from local life, so he chose Zeng Guofan&#8217;s method: fighting hard and fighting dumb.<\/p>\n\n\n\n<p>Yu Yongfu once said, &#8220;If we can solve one small problem every day, we can solve more than 1,000 problems in three years. And the experience of users and merchants will be much better. When you&#8217;re confused, fix the bug.&#8221; After solving the bug for more than a year, he narrowed the loss by nearly 40%, and the unit economic benefit of Ele. me turned positive. Which is the biggest highlight of Local Life Group in recent years.<\/p>\n\n\n\n<p>After the organizational reform of Alibaba, local life may still be one of the most buggy businesses, but Yu Yongfu&#8217;s free hand is worth our high expectations. In addition to the extraordinary ability he has always displayed, there is also his infectious optimism<\/p>\n\n\n\n<p>&#8220;Eternal happiness, eternal happiness.&#8221; http:\/\/cxounion.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">03 <mark>Jiang Fan: &#8220;Go to sea&#8221; to win victory<\/mark><\/h3>\n\n\n\n<p>In February, Alibaba announced its latest financial results amid the global economic downturn and the coronavirus pandemic. But the earnings report was surprisingly full of surprises.<\/p>\n\n\n\n<p>Especially in terms of overseas e-commerce business.<\/p>\n\n\n\n<p> several overseas platforms such as Lazada, AliExpress, Trendyol and Daraz not only bucked the trend of overall order volume growth. But also increased their revenue by 26% year on year.<\/p>\n\n\n\n<p>Lazada&#8217;s market share in South-East Asia has risen, while Trendyol, a Turkish e-commerce firm, grew by 50% in a single quarter. Trance, as if one night dream back to the golden age of China&#8217;s Internet. <mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-white-color\">http:\/\/cxounion.cn<\/mark><\/p>\n\n\n\n<p>And bring this dazzling report card, it is the current international digital business Group CEO Jiang Fan.<\/p>\n\n\n\n<h6 class=\"wp-block-heading\">Gold will always shine<\/h6>\n\n\n\n<p>&#8220;Gold will always shine&#8221;, &#8220;send Jiang Fan to sea, Ali bet right&#8221;, for a time, all kinds of praise began to fill all kinds of media platforms.<\/p>\n\n\n\n<p>As the youngest ever partner of Alibaba, Jiang Fan&#8217;s business ability is well known. After graduating from Fudan University with a degree in computer science. He worked for Google China and then founded mobile developer service platform &#8212; Youmeng, which has received investment from Kai-Fu Lee Innovation Works and Matrix Partners.<\/p>\n\n\n\n<p>Alibaba bought Youmeng for $80 million in 2013. As a successful entrepreneur, Jiang Fan did not &#8220;lie flat&#8221; after the company was acquired, but stood on the larger stage of Ali, from the mobile Taobao user growth &#8220;number one&#8221;. That to the president of Taobao Tmall, in his 7 years at the helm of Taobao. Ali e-commerce user scale from more than 200 million to nearly 1 billion. Taobao GMV from more than 1 trillion to nearly 9 trillion.<\/p>\n\n\n\n<h6 class=\"wp-block-heading\">its significance is no different from recreating Alibaba<\/h6>\n\n\n\n<p>On January 1, 2022, Jiang Fan left Taobao and Tmall to take charge of Alibaba&#8217;s overseas business. Which sparked a lot of discussion that it might be related to his improper handling of his private life, as if he was &#8220;demoted&#8221;.<\/p>\n\n\n\n<p>However, keen observers also noted that the total number of customers in Alibaba&#8217;s overseas markets at that time was 285 million,<\/p>\n\n\n\n<p>roughly the same as the 289 million monthly active users in 2015, when Jiang Fan was in charge of the mobile Taobao business. After the disappearance of the Internet dividend, the domestic e-commerce industry has already entered the era of stock competition, but the overseas market is exactly the vast blue ocean.<\/p>\n\n\n\n<p>The growth experience from 289 million yuan to 1 billion yuan is the biggest wealth Jiang Fan has brought to the international digital business group. If he can successfully replicate the domestic successful experience, its significance is no different from recreating Alibaba!<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">04 Kim: Leading the Ali Basic plate<\/h2>\n\n\n\n<p><strong>Re-innovation and re-entrepreneurship<\/strong><\/p>\n\n\n\n<p>Taobao Tmall is the basic plate of Ali. And its leader Kardashian, can be called the basic plate of Ali and Ali culture.<\/p>\n\n\n\n<p>Just a few days ago, Kardashian led Taobao and Tmall to complete the first organizational change: the establishment of three industry development departments, respectively to address the needs of multiple supply, brand and effectiveness of three levels of users. More than a year ago, when she took over Taobao and Tmall, she completed the largest organizational adjustment in history, using three centers to realize the comprehensive integration of Taobao and Tmall. At the heart of these two changes is what Kardashian often talks about: &#8220;user value.&#8221;<\/p>\n\n\n\n<p>A keen sense of user value and user experience, and a great emphasis on it, Kardashian is consistent. As one of the 18 Arhats of Alibaba and the founding employee of Job number 11, she has the richest internal experience among ceos: Senior Vice president of human resources of Alibaba and Taobao, group chief talent officer, chief customer service Officer, and president of B2B business group.<\/p>\n\n\n\n<h6 class=\"wp-block-heading\">customer first<\/h6>\n\n\n\n<p> She has been practicing the &#8220;customer first&#8221; value of Ali for more than 20 years. During her tenure at CCO, she reformed Ali&#8217;s customer service system in a bold and bold way, launching two services, &#8220;Speedrefund&#8221; and &#8220;Speedsafeguard&#8221;, which greatly improved user experience. When she took over B2B, which was criticized as &#8220;the least imaginative business&#8221; in Ali. And she divided B2B into industrial e-commerce and community e-commerce again from the perspective of user experience, and incubated the two most important sinking market businesses of Ali: Tao Tao and Tao Caicai. In her hands, B2B business has grown by more than double digits each year. <mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-white-color\">http:\/\/cxounion.cn<\/mark><\/p>\n\n\n\n<p>After taking over Taobao Tmall, Kardashian made a macro judgment on e-commerce &#8220;from the flow to the retention era&#8221;, established the business strategy of Taobao Tmall as &#8220;from transaction to consumption&#8221;, and made every effort to improve users&#8217; consumption experience. <\/p>\n\n\n\n<p>With more than one year&#8217;s continuous efforts, not only did Taobao regain the first place in the daily life of e-commerce apps, but in 2022, there were also 50,000 new products with a transaction volume of 1 million on Taobao Tmall. Among the consumers who purchased more than 10,000 yuan, 98% were willing to continue shopping in the APP.<\/p>\n\n\n\n<p>Today, the scale growth of China&#8217;s Internet and e-commerce has reached a peak. Whoever can deepen business, serve users well and seize the full life cycle value of users will seize the future of e-commerce. Kardashian may have the heaviest shoulders of any of the six ceos, but she&#8217;s already headed in the right direction.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">05<\/h3>\n\n\n\n<h3 class=\"wp-block-heading\">Fan Luyuan: &#8220;Father of Yu Ebao&#8221;<\/h3>\n\n\n\n<p><strong>&#8220;Old Ali&#8221; representative<\/strong><\/p>\n\n\n\n<p>Fan Luyuan, CEO of the entertainment company, is known as Mu Huali, but inside Alibaba he is better known as Old Fan. It was both a gesture of warmth and an acknowledgment of his &#8220;old Ali&#8221; status. <mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-white-color\">http:\/\/cxounion.cn<\/mark><\/p>\n\n\n\n<p>Fan Luyuan joined Alibaba in 2007. He has worked in Alipay for ten years, successively serving as president of Alipay business group and president of Fortune business Group.<\/p>\n\n\n\n<p>Rumor has it that in December 2012, the head of a fund company called Tianhong Fund approached Fan Luyuan to discuss the launch of a product. It is said that Fan Luyuan did not wait for the other party to finish, immediately agreed to do it, the product is the famous Yu &#8216;e Bao.<\/p>\n\n\n\n<p>Some media commented on Fan Luyuan, &#8220;He has keen judgment, but also has the ability to quickly break the rigid situation of an industry and detonate the market&#8221;.<\/p>\n\n\n\n<p>With this kind of judgment and execution ability, Fan Luyuan led two successful campaigns, namely Fast Pay and Yu &#8216;e Bao, and became one of Alibaba&#8217;s first partners in 2014.<\/p>\n\n\n\n<h6 class=\"wp-block-heading\">old Ali<\/h6>\n\n\n\n<p>However, although as &#8220;old Ali&#8221;, it is not easy to become the home of Haoda Entertainment Group. On the one hand, the epidemic has brought a huge impact on China&#8217;s film and television industry in the past three years. Cinemas have been suspended, film shooting and distribution have been delayed. And many film and television companies are also facing difficulties. <\/p>\n\n\n\n<p>At the same time, in the field of Internet video, the competition from iQiyi, Tencent Video and various film and television companies is also more intense.<\/p>\n\n\n\n<p>According to the report, the box office of China&#8217;s film market in 2020 is only 38.8 percent of that of 2019, and the total annual box office is only 20.68 billion yuan, which is also the lowest point of the market since 2015.<\/p>\n\n\n\n<p>However, difficulties also have a lot of hope, the latest financial results show that Ali Entertainment in the fourth quarter of 2022 operating loss of 1.024 billion yuan. And compared with the same period of last year&#8217;s 2.139 billion yuan. adjusted EBITA loss of 25 million yuan, has been close to the break-even line.<\/p>\n\n\n\n<p>Not long ago, the 10th China Online Audiovisual Conference opened in Chengdu on March 30, Fan Luyuan made a special speech, he said that this year Youku will &#8220;go all out for good content&#8221; as the brand proposition. <\/p>\n\n\n\n<h6 class=\"wp-block-heading\">Best &#8211; screenwriter program<\/h6>\n\n\n\n<p>Through the &#8220;Young director support program&#8221; and &#8220;Best &#8211; screenwriter program&#8221;, improve the quality of new audiovisual content, promote the digital transformation and upgrading of enterprises.<\/p>\n\n\n\n<p>He also stressed that &#8220;in the future, Youku will continue to promote the industrialization process of Chinese film and television with the dual wheel drive of &#8216;digital technology + quality content'&#8221;.<\/p>\n\n\n\n<p>This speech came just after Alibaba&#8217;s organizational change. For Fan Luyuan at this time, it may not only be a public speech, but also a pledge of his confidence in the independent development of the entertainment Group.<mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-white-color\"> http:\/\/cxounion.cn<\/mark><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">06 Wan Lin: Or lead Cainiao to start listing first<\/h3>\n\n\n\n<p>Compared with the other five businesses, Cainiao CEO Wan Lin is probably the least high-profile. But his company, Cainiao, is anything but low-key. It is not only one of China&#8217;s largest logistics platforms, but also the first of Alibaba&#8217;s businesses to talk of going public after the company&#8217;s organizational changes.<\/p>\n\n\n\n<p>Cainiao plans to list in Hong Kong. Which could be completed as early as the end of the year, Bloomberg reported on March 30. <\/p>\n\n\n\n<h6 class=\"wp-block-heading\">there is no clear plan and timetable&#8221;, but also a sense of hiding<\/h6>\n\n\n\n<p>Although the news was denied by Cainiao, saying that &#8220;there is no clear plan and timetable&#8221;, but also a sense of hiding. <mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-white-color\">http:\/\/cxounion.cn<\/mark><\/p>\n\n\n\n<p>In fact, as Alibaba has been deeply engaged in logistics for many years, and invested a lot of capital and technology in the field, independent listing is a natural thing.<\/p>\n\n\n\n<p>Last year, Wan Lin gave media interviews to introduce Cainiao&#8217;s strategy. He said Cainiao&#8217;s goal is to be an Internet company in the logistics industry. With the advantages of Internet technology, Cainiao will go deep into the logistics industry, directly carry out logistics operations, and create new experiences and new values.<\/p>\n\n\n\n<p>He said, &#8220;door-to-door delivery is difficult and the right thing for the rookie, adhere to the long-term principle, really settle down to do solid door-to-door delivery, the simple things to do, do the position, is competitiveness and differentiation.&#8221;<\/p>\n\n\n\n<p>Wan Lin has years of experience in cross-border e-commerce and logistics. He used to work in supply chain related business at Amazon. After joining Cainiao in 2014, he was specifically responsible for the growth of cross-border e-commerce. <mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-white-color\">h<\/mark><\/p>\n\n\n\n<p>At Cainiao, Wan has long been responsible for driving the growth of cross-border business globally, strengthening cooperation with international logistics companies. And improving the efficiency and service quality of cross-border logistics. He has also actively promoted the Belt and Road Initiative. And pushing Chinese logistics companies to export their services to the world.<\/p>\n\n\n\n<h6 class=\"wp-block-heading has-small-font-size\">Statistics show that under Wan&#8217;s leadership, Cainiao Global Logistics has formed <\/h6>\n\n\n\n<p>a comprehensive service capability including B2C cross-border parcel and B2B international freight. International Freight provides more than 160 countries and regions in the world to the port, more than 60 countries to the door service, the total number of operating overseas sorting centers increased to 15.<\/p>\n\n\n\n<p>Some media have calculated that Cainiao&#8217;s revenue has reached 7% of Alibaba&#8217;s, second only to Taobao Tmall and cloud business. While local life accounts for only 5%. 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