Ma: The most likely time of darkness is over

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the Chinese New Year in 2009, did not people think of it going from bad to worse, on the contrary, the financial crisis at the dark clouds hung over the people under the Chinese may be more inclined to use another way to give their encouragement Hence, this is Chinese New Year, still decorated four ahead. New Year's Eve day, fireworks filled with the whole of China, more deafening sound of firecrackers. Such a Chinese New Year, most of the hearts of people all with a little fear, but also with some hope, are at the bottom of their hearts sigh, finally passed in 2008, but also what would happen in 2009?

The Chinese New Year, Alibaba Chairman of the Board Ma sat on the beach in Sanya, in mind in 2011 things to do in 2009, he said three years ago has been thought that in his mind, 2009 has become the past.

February 2, the beginning of the year eight, and many factories, enterprises and shops opening selection of a good life, Humayun from some slightly cold (22 degrees) of Hainan is still rainy return to Hangzhou, click on the plane and opened Wei-zhe 1 The afternoon will be, and finally at around 19:00 to sit down and喝口茶. The next day, the most important Alibaba诚信通sales team team Coliseum General Assembly will be held in Hangzhou, near the hotel into much Alibaba employees from abroad, these young people looked excited, carry much percussion instruments. Ma will be at the next morning to speak to them, and Alibaba's staff said that this time, they usually will be very "high". Evening is the faith's annual conference, company executives all present, give this sales force in the performance of the best people awards, trophies, and Oscar's are a lot like the Oscars, winning employees dressed in costumes - coat or late loaded, from the stadium down on the stage, on both sides of the fireworks into the sky, this scenario makes these every day sitting in a small office space, facing the computer, wearing a telephone headset sales have great satisfaction Youth . This time, the entire stadium will be issued by the general山呼tsunami cheers, winning the stage everyone loudly promise of next year's sales figures, but everyone stands on their voice shouting dumb.

This is indeed a very high atmosphere. This atmosphere and the excitement of Chinese New Year is very consistent, and also the image of Alibaba Group, has always been very consistent, but we do not have their own imagination so forgetful, we clearly remember that in July 2008, the entire country when a scene of prosperity, Ma, Alibaba has given internal staff wrote a letter about winter,兜头poured a bowl of cold water. Therefore, high in the atmosphere and the economy is not consistent with the winter.

In fact, Ma was one of the first put forward the "winter" of entrepreneurs. February 2008, in the majority of Chinese people still afford to look the United States that has yet to start a prairie fire of sub-loan crisis, Ma on Alibaba Group's internal staff on the General Assembly said that the listing of one of the main purposes is to "winter "prepare the arrival of more food, and Alibaba in 2008 to" dig deep, grain, do not grow big. " They held more than 20 billion U.S. dollars as "cash reserves", ready for winter. Say himself, saying this is late, he realized that winter is just around the corner, it is in the second half of 2007. However, give rise to greater repercussions are at the July 2008, Ma, Alibaba issued an internal staff e-mail was exposed in the letter entitled "The mission of winter," the letter, he told employees of Alibaba, said has been have "a certain抗击打能力" Alibaba is facing a severe test, so he asked its employees to shoulder greater responsibility than ever before, "we not only can not allow ourselves to fall, there is duty to protect our customers."

At that time, Alibaba at the Hong Kong Stock Exchange-listed stocks is significantly decreased, staff attitude instability, market质疑声great, and Ma in the mail, said employees of Alibaba, not to over-concerned about the stock price but should be prepared to deal with the situation more complex ready, because according to him, "We judge global economic fundamentals are there will be a larger economic problem, the next few years the economy may enter recession. My view is that the entire can not be optimistic about the economic situation, the survival of many enterprises will face a tremendous challenge. next winter will be longer than everyone thought! more cold! more complex! "

However, after the Chinese Lunar Chinese New Year in Hangzhou, we have seen six months after Ma危言warning of Alibaba Group, in an atmosphere of very high to meet at the traditional Chinese New Year, and announced before the November Alibaba 2008 third quarter financial figures, can be surprisingly beautiful on. Alibaba third-quarter financial results, with a total operating income was 780.2 million yuan, representing a 37 percent increase over the same period last year; net profit of 308.6 million yuan, representing a 49 percent increase over the same period last year. The international trading market the number of registered users increased by 1,300,000 to obtain the largest net increase in the same period last year increased by 74%; Chinese trading market operating income growth in the same period last year 79 percent, accounting for 38 percent of total revenues, while the same period last year while only 29 percent of total revenues.

Alibaba also disclosed that as a main source of income, Alibaba Intellectual Property and Chinese suppliers renewal rate, at the highest calendar year 2008. They said that the small and medium-sized customers as Alibaba, the survival rate is very high, because in China, tens of millions of small and medium-sized 4, only 1% become paid subscribers of Alibaba, which is 1%, most are under the leadership of Youth at innovation and the courage to open up businesses, so in the past, they are willing to pay for e-commerce, and in the winter, they have the ability to survive, so in the future, they are more willing to continue to pay up at Alibaba.

All this can not help but suspect that half a year ago warning about the winter, are at alarmist Ma. Of course not, even if the state of Alibaba is also true that "economic crisis" words, in this winter has become a common concern of all mankind a glossary of terms, up to the President of the United States to work down to a small nanny, everybody knows that the economic crisis has happened, but it has real impact on our lives. Yangtze River Delta and the Pearl River Delta manufacturing enterprises have closed down, some closed, some closed; small and medium enterprises, shops and restaurants incentives unprecedented large; the future will be published in 2008 reported fiscal fourth quarter like a nightmare, like think is unthinkable; American put hope all charges at a more than 40-year-old experience Nothing new president who, only because in his inaugural speech when the dignified expression to reiterate that we need to change ... ...

However, always singing a different tune at this time of Humayun said that the darkest time may have passed. Emotionally, and we hope his assessment is correct, up from the rational, of course he may be right. When Aunt discredited stocks go all the time, Ma said that winter is coming, and then when the aunts were discredited at the time to discuss the financial crisis, perhaps we can trust, and this is the bottom. Ma has a famous saying: When the disaster happened, it became not a disaster, only invisible when suddenly fell, and is the real disaster. When we see the people all over the world an unprecedented breakthrough in Chau community and national boundaries, ethnic and religious breakthrough in the hope that together reshape the economy, it may spring come true at quietly.

There is no doubt that Alibaba in 2008 the performance of good, but Ma has been accidentally used the "best" to describe the year 2008. Of course, this is also with us does not match the expectations of an answer. Because everyone felt that e-commerce platform for small and medium-sized structures of Alibaba, in the Pearl River Delta and Yangtze River Delta SME closures both in the United States, Europe suffered damage, the consumer price index when even the record low, how can come up with beautiful results? Or, for example, Alibaba's share price, not enough to describe the problem? Even if stocks do not necessarily reflect the true performance of the past, at least be able to show people for the future investment performance of a judge Alibaba吧.

Ma said, no, the tenth anniversary of the establishment of Alibaba, performance has never been better. He said not to watch those who see the performance, revenue, profit, browsing rates, the number of customers, the renewal rate of ... ... all have been looking at financial performance, it has become the past, we should focus on the invisible on performance. Such as customer satisfaction, such as the company's innovation capability, such as corporate social influence and image, such as staff efficiency and activity ... ...

This may account for at Alibaba, we see the two phenomena. First of all, Alibaba does not get high-level bonuses, but the staff's year-end awards, apart from the bottom 10%, all a lot of, and even that 90% of the employees also receive an average pay rise of 13 percent. Secondly, Alibaba announced a clearly outdated recruitment program this year will be 5200 people nationwide recruitment, manpower reserves in the existing 12,000 people on the basis of an increase of nearly 45%. One of listed companies will be assigned B2B biggest share of 3,000 people, AliPay are 500 people are expected, are 1000 people TaoBao Ali reputation Net software and Yahoo are 300 people, the Group level to attract 200 people. In other words, in 2008 the economic winter, Alibaba although inevitably been more or less impact, but a whole year of time with their cash over the winter, or, in case we have to do after listening to a lot of times things - "skills." Alibaba has an unwritten customary, that is, every single attack, every double-defense, fighting for one year, Shou-year, in the eyes of spectators, that is, a high-profile year, low-key year. So, of Alibaba in 2009, doomed to not remain silent, but large-scale attack. At 2008 Ma, very satisfied so that those who do not see the performance, those who quietly out of the weapons training in 2009 will be dished out to one by one. However, the good news is that Ma ago may no longer be said that the telescope can not find the name of the opponent's Ma, not that ants can be shouted down with the elephant Ma, now Ma, but also like to say a the word is "sharing." Dislike him or even heard the words "e-commerce empire" of the word, he said, not the Empire, we have to build an eco-chain, we are only ecological chain on a platform, or one platform.

Therefore, large-scale attack in Alibaba in 2009, may not happen, as tragic as in the past, spectators are usually reduced to gossip about the crazy-funded war of words. At the very least, Ma said that Alibaba is a rich, 2.5 billion U.S. dollars in hand, in such a poor people sitting together瑟瑟shake when Alibaba required to come forward with their own strength to help others and for others to heating . This is easy to absorb the association to bargain to buy, but Ma said that this is an investment.

No one knows, the Chinese New Year in 2009, Humayun at Sanya on the beach in 2011 for what want. We only know that Alibaba is now in the recruitment, unprecedented scale. And Ma also said that Alibaba add the person, take a long time professional training, values training, cultural integration, three years later, can we really play a role. In other words, this 5200 people, are for him in 2011 after three years of preparation. If cash reserves are for the winter, then the reserve of talents, that is, for the upcoming summer.

If, Humayun think the summer after three years at the forthcoming, then perhaps the spring at the moment.