Australia-After Alibaba receives 182 billion fines: why Jack Ma is still invisible | Australia Chinatown

Release your eyes, put on headphones, and listen~!
Let the world have no difficult business.Since it was founded in 1999 in the Lakeside Garden on the edge of Xixi, Hangzhou, China, this sentence has always been the mission of Alibaba. . .
            让天下没有难做的生意。

自1999年在中国杭州西溪边上的花园创立,这句话一直作为阿里巴巴的使命,出现在各种公开场合,包括2014年9月在美国的超级IPO。

但是细心的也发现,自2015年之后,阿里巴巴创始人马云就很少在公开场合再提及这句话,虽然马云各种公开发言的视频在中国各大机场的书店视频中播放,并由此成为中国新一代创业者的“精神导师”,但是也正是从那时候开始,关于阿里“二选一”的争议也日益浮上水面。

After 21 years of starting a business, Alibaba is also precisely because of "choosing one of the two". Not only did it pay a tens of billions of yuan in fines, but it also pointed to the target that, as "entrepreneurial mentor" Jack Ma, I am afraid that it will completely go away. Down the altar.

有最新消息就透漏:被外界戏称为“马云黄埔军校”的,3月底未能如期开学。

It is worth noting that on the morning of April 4th, Alibaba's management gathered in a conference call with investors, but Jack Ma was still invisible.

Record ticket

2021年4月10日,随着中国国家市场监督管理总局(简称“市场总局”)的一纸处罚书,将阿里“二选一”的行为认定为市场支配地位,违反了中国《反垄断法》,并处以计182.28亿元人民币的,并需要在15日内提交整改报告。

值得一提的是,182.28亿元的天价罚金,是2015年中国监管部门对美国高通的60.88亿元反垄断的3倍,刷新中国反垄断案的罚金纪录。

从“让天下没有难做的生意”,并在20年间成为全球前五大互联网企业,中国最大的互联网公司,到当下成为互联网反垄断的众矢之的,阿里巴巴似乎成为了电影里“屠龙少年”变成“恶龙”的现实翻版。

Although the tens of billions of fines is equivalent to Ali's profit for more than one month, from a financial point of view, it will not hurt the bones of a company of Ali's size. However, the Chinese regulatory authorities have chosen to "choose one of two" The qualitative and penalties are unprecedentedly severe.

Such a thunder strike is, on the one hand, to deter the major Internet giants in the "rich and enemy countries" and send clear policy signals, especially considering that major Internet platforms have become the "infrastructure" of the digital economy, which involves many The "food, clothing, housing, and transportation" of industries, enterprises, and people's livelihood can be described as "moving the whole body". The sky-high ticket Ali received this time is only the first, not the last.

另一方面,对于像马云这样具有极高影响力的企业家,在中国经济全面向数字化和高质量转型的当下,“行胜于言”。无论是“二选一”带来的排挤、损害平台上店家利益,还是支付宝上消费金融产品带来的“高利贷”争议,“让天下没有难做的生意”应该体现在平台的方方面面,而不是一句在PPT上的空话。

In fact, in the process of Alibaba’s business expansion, the strong and domineering reputation of Ali has been circulated among major partners. As its core business e-commerce platform, Alibaba’s “Second Choice” as disclosed by the General Administration of Market of China "One" details, you can see the leopard.

"Choose one of the two"

简单地说,“二选一”指电商平台利用优势地位和对其的依赖性,采取不正当手段强迫经营者在平台间做单选题,从而实现挤压the goal of.

for而言,在多个平台开店,本身就是天经地义,何况随着仓储与物流业的发展,以及中国电商热衷于促销的特性,在多个平台开店而只需通过统一仓库来发货,并在平台促销期间尽可能获取平台的补贴红利。

但是这种天经地义的商业行为,过去几年,却因为阿里等强势平台的“二选一”,而成为不少Nightmare.

市场总局的处罚书就指出,2015年以来,当事人(阿里巴巴)为其他竞争性平台发展,维持、巩固自身市场地位,其在中国境内网络零售平台服务市场的支配地位,实施“二选一”行为,通过禁止平台内经营者在其他竞争性平台开店和参加其他竞争性平台促销活动等方式,限定平台内经营者只能与当事人进行交易,并以多种奖惩措施保障行为实施。

正因为阿里占据了中国电商市场接近七成的市场份额,拥有超过7亿的用户,每个用户年消费额达到9000多元,一旦开启“二选一”之门,几乎就是碾压性的,完全没有议价权。

处罚书披露,阿里“二选一”的行为,包括通过书面协议或口头要求不得在其竞争平台开店、参与促销活动等,一旦不从,就会被阿里处罚,“包括减少促销活动资源支持、取消参加促销活动资格、搜索降权、取消在平台上的其他重大权益等。”

显然,阿里自身拥有的竞争优势,加上“二选一”的手段,用“寒碜效应”让没得选,只能顺从于其单方面提出的各种“霸王条款”,甚至是口头要求也不得不执行。

The penalty letter disclosed Ali’s "grey list" system, which "will include operators on platforms that open stores on other competitive platforms or participate in other competitive platform promotional activities on the penalty list."

甚至于,为了鼓励参与“二选一”而做的口头承诺,阿里也并未遵守,“调查发现,部分平台内经营者并未因执行当事人口头要求而获得对价,取消对价只是当事人对平台内经营者进行处罚的手段之一。”

Jack Ma is still invisible

显然,对于高度依赖于阿里平台的而言,因为阿里拥有平台的制定权和解释权,俨然就是一个超级“裁判官”。

而这个“裁判官”又高度偏向于自家的平台利益,只能陷入“任人鱼肉”的结局,也难怪自“二选一”诞生就饱受争议,媒体也曾经多次报道,但是平台却依然我行我素,而且已经由电商平台蔓延到其他互联网平台之势。

Had it not been for the anti-monopoly penalties of the State Administration of Markets this time, I am afraid that this kind of platform's arbitrary “choose one” move would become a big cancer in the Internet industry.

对于阿里而言,从市场总局披露出来的“二选一”诸多细节,可以说完全违背了其“让天下没有难做的生意”的使命,不止让付出了更多的成本、失去了市场机会,也让消费者失去了选择权,这种“损人利己”之举,其遗毒恐怕不只是交个就能短时间消除。

On the morning of April 4, in the investor conference call, regarding the impact of the punishment, Alibaba Chairman and CEO Zhang Yong said that the company will convert more mature businesses to free, and the company is also prepared Several billion yuan of funds have been invested to support new projects, and investment will also be increased to improve merchant training.

“现在很多都采用了多渠道平台战略,所以我们认为这次处罚不会产生实际上的负面影响。之后我们还会继续为商户们提供更多高质量的服务,为他们带来更多的增长。”张勇说道。

Cai Chongxin, executive vice chairman of Alibaba, said: The punishment measures this time are also a guide for us, allowing us to better participate in the market economy and further improve company management. I am also very happy that Alibaba can make timely adjustments.

However, the founder Jack Ma, who is extremely concerned by the outside world, did not participate in the investor conference call, and did not make any public statements about the punishment.As the godfather of Ali's values, when Jack Ma will appear, how he will respond to the punishment, and how he will reshape Ali's values ​​are worthy of attention.

However, for Alibaba, which has 7.8 million active users for years and is very important to China’s economy, how to reshape the concept of "respect for customers" and "respect for partners" in the future, and to "make the world" that was proposed at the beginning of the business The phrase "There is no difficult business" has been implemented in all aspects of products and operations.

在交了这笔之后,阿里管理层需要做的还需更多。

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