Wednesday Jul 23, 2008
阿里巴巴集团董事局主席马云7月23日晚间发出题为《冬天的使命》的内部邮件,号召阿里巴巴全体准备“过冬”。原因是,他认为全球经济将进入非常困难的时期,且预计这“冬天”将非常漫长。
这不是马云第一次提“过冬论”,但却是第一次把“过冬”筹备工作提上日程。去年12月,马云曾在一个论坛中坦言,阿里巴巴上市的一个重要原因,是为了融资给“过冬”做准备。如今,距离阿里巴巴赴港上市的日子尚未满一年。
挑战
“对阿里巴巴B2B的股价走势,我想大家的心情一定很复杂!今天想和大家聊聊我对目前大局形势和未来的一些看法,也许对大家会有一点帮助。”这是马云今日给全体员工邮件的开头。
2008年7月23日,阿里巴巴股价收报9.81港元,早已跌破了13.5港元的招股价。这时再看去年11月6日上午30港元的开盘价,以及当天39.5港元的收盘价,早已成为一段美好的回忆。
“一个伟大的公司绝不仅仅是因为能抓住多少次机会,而是因为能扛过一次又一次的灭顶之灾。”马云表示,阿里巴巴这些年顶住了多次挑战,存活下来,并因此得到发展壮大的机遇。不过,今天阿里巴巴过冬有了新的使命:保护数千万的中小企业客户。
如果客户都倒下了,阿里巴巴同样见不到下一个春天的太阳。这是让马云率领阿里巴巴再一次回到商业的基本点--客户第一原则的动因。经过深思熟虑,马云决定基于“客户第一,员工第二,股东第三”的原则,明确集团未来十年的发展目标。
阿里巴巴集团要成为全世界最大的电子商务服务提供商;第二,阿里巴巴要打造全球最佳雇主公司。在对未来十年的憧憬中,马云预测电子商务前景光明,并对如今的变革给十年后的影响充满期待。
首先,“B2B 的冬天”是真的来吗?
如果是真实的 ,什么 是 Sun 应该做的, ?也许值得我们讨论!
The Chairman of the Board of Alibaba, Mr. Ma Yun, issued a internal email asked the Alibaba ready for “Winter”. He estimated that the global economic will pass an very tuff period and it may last for long time. It is not the first time Mr. Ma talking about the “Winter” but is the first time put this into the agenda of the company.
"Alibaba B2B trend on the stock market, I think we must be very complicated feelings! I like to talk about the current situation and the views of the future, hope this can do little help to everyone." This is the opening of Ma’s E-mail to all the staff .
July 23, 2008, Alibaba shares closed at 9.81 HKD, the bidding price has been below the 13.5 the offering price. The 39.5 HKD skyhigh price on Nov 6 2007 has become good memories.
"A company become great company not only seize all the opportunities, but also they can survive disasters" Ma said Alibaba, a number of years to withstand challenges, survive, Thus the development and expansion opportunities. However, today Alibaba winter has a new mission: to protect tens of millions of SME customers.
If customers have fallen, Alibaba will never see the sun again. After careful consideration, Ma decided that "Customer First, employees second, shareholder next", is the principal for the next 10 years of the Group's development.
Alibaba Group have vision to become the world's largest e-commerce service providers; second, Alibaba employers to create the world's best companies. In the vision of the next 10 years, Ma predicted bright prospects for e-commerce, and today's changes fit to the great expectation for the next 10 years.
First, Is the “Winter of the B2B” is really coming ?
What Sun should do if is real? Maybe it deserve our discussion !!
Thursday May 22, 2008
发生在上周5月12号的地震是一场灾难。据估计将有超过6万人在地震中丧生。
每每当我看电视,新闻,都忍不住会流泪,我发现了很多人性的优点,但仍有一些问题我至今无法回答
1 为什么建筑如何的脆弱?是的,我知道在农村有很多房屋只使用了水泥,没有用钢筋。但是仍很难相信成千的学生因为教室倒塌而死亡,为什么政府的建筑没有问题?为什么Sun捐助的希望学校没有问题?
2 军人救援工作做的很出色。我也看到了许多文章,地方官员获取救灾物资却不提供给最需要的人,这些人到底是想什么?我呼吁Sun的所有善款应该有专门的人来监督使用,而不仅仅提供给地方官员。
3 许多人相信红十字会但我不相信。我甚至不相信美国的红十字会,美国心脏协会。请你想一下这些捐款的多少被用来他们的日常开销?
4 我现在的情绪很混乱,大陆发生地震,台湾产生新总统。一方有难,另一方正在庆祝。我非常希望双方都能有一个幸福的环境,同感一心。
我已经在大陆生活了十年,我出生在台湾。这里的同胞也是我的同胞,他们的痛苦也是我的痛苦。是的, 我很遗憾有许多人在地震中丧生。但真正的震动是我对自己国家的信心。
当然,这些不会让我停止捐款;我捐给自己充分信任的教会。我们捐给那些需要的人,我们有我们自己的人花自己的钱来做监督。
The earthquake happened last week, May 12, is a disaster. It is estimated that will have more than 60,000 people lost their life during the earthquake. It is very hard to stop crying whenever I saw the TV and news, I also found the many good sides of human behaviors. There are several questions I still have no answers:
1. Why the building are so fragile. Yes? I knew that in the countryside there are many houses just use the cement and no steel bar. But it is so difficulty to see thousands of students died because of the school building crashed. Why the government building is still standing there? Why the Hope School Sun donated is OK?
2. The military people did excellent good job on rescue. I also read many articles that the local official took the rescue goods and not offering to the needed people. What are these people is really thinking? I urge that all the donation money from Sun should have special people to do the monitoring job and not just give to local official.
3. Many of us trust Red Cross but I don’t. I even not trust the Red Cross in USA, US heart association. Please think how many percent of the donation need to be their operational cost?
4. My motion is very mixed, there is disaster at PRC and Taiwan has new president. One side shows hardship and another shows hope. I am so hoping both sides under the happiness environment.
I have been in PRC more than 10 years and I grow up at Taiwan. The people here is just my people and their pain is my too. Yes, many people died during the earthquake and I am so sorry about this. But the really shaking is my confidence to my country.
BTW, It doesn’t stop me to do the donation; I just donate to our church which I can fully trust. We donated to the needed people and we have our own people doing the monitoring using own expense.
This blog copyright 2008 by Hua-Hsin Ma