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500 Negative

"You said this, it makes sense." Zhou Yujie smiled, but he quickly denied it: "But I don't agree with this business model."

Li Jiwen became interested and asked: "Mr. Zhou, aren't you optimistic about community group buying?"

Zhou Yujie said: "There are two types of community group buying. One is a group buying model for commercial purposes, such as directly connecting hotels and wholesale markets. As far as I know, many young couples' hotel owners get up at 2 a.m. to go to the wholesale market more than ten kilometers away to purchase goods. They have to open normally during the day, which is very hard.

If you can ask the hotel owner to order the order the day before on the platform, and the next morning, the wholesale market prepares the goods and deliver them directly to the hotel by professionals. Similar to a delivery guy, one person can be responsible for many restaurants, then I think this business model is very good, and it is a win-win situation for the wholesale market, the shipper and the buyer.

But if we directly connect the vendors and community residents, I think it won’t work?”

Li Jiwen asked with some difficulty understanding: "Why is this? Logically speaking, isn't it the same?"

Zhou Yujie nodded and said, "The same is true, but the key is what is the follow-up of this business model? Once the Internet company monopolizes the market, it will be instinctive and will raise prices. Then in the end, the so-called three-party profit is just a joke."

Li Jiwen asked: "If the price is raised, consumers can not buy it. They can go to the merchant to buy it themselves? The merchants think it is expensive and they can not join."

Zhou Yujie smiled and said, "Mr. Li, what you think is too simple. When this business model takes shape, most people have no choice.

Just like the takeaway market, do merchants think that if the platform is expensive, they can avoid doing it? You must know that consumers' habits have been developed. The traffic on the consumption port is controlled by the platform. If they do not join, there will be no traffic, because many consumers are used to takeaway and will not go to restaurants to eat in.

And consumers have developed a habit, even if they think it is expensive, they may not buy it themselves. At most, they will spend less, and they may even form a habit and passively accept it when the price increases."

Li Jiwen continued: "Mr. Zhou, although this is not good, the platform always needs to make a profit."

"Yes, but the problem is that this kind of profit is endless and uncontrollable." Zhou Yujie said: "If you just raise the price appropriately, it is actually understandable. After all, consumers will definitely pay a price to be lazy, but the problem is that the platform will generally not satisfy it. They will increase the price step by step to test the bottom line of consumers.

When the price reaches the limit of consumer tolerance and they dare not raise prices again, they will come up with another model, that is, the JD model!"

"JD?" Li Jiwen was stunned. Ma Yun and Ma Huateng had no change. During a commotion below, many people turned their attention to Liu Changdong.

However, Liu Changdong himself didn't care much. JD.com has been preparing to plan community group buying, which is also very close to the business model mentioned by Zhou Yujie.

Zhou Yujie continued: "When capital cannot expand horizontally, then vertically, they will grow vegetables themselves, and even enter pigs, chickens and other fields. Using large-scale production and stable sales channels, coupled with huge subsidies, will cause a devastating blow to the long-stabilized food supply chain, so that they will master all this.

I don’t need to say more about what will happen next, right?”

Li Jiwen's face also became a little surprised, and many government personnel below the podium also looked solemn.

With the same guidance, many of the heads of Internet companies are the same. Many of them cursed Zhou Yujie in their hearts. In fact, although they want to make profits from community group buying and control the food chain of ordinary people, they will definitely not be as terrifying as Zhou Yujie said. In this environment, Zhou Yujie's words will definitely become a topic of controversy on the Internet, which will cause a considerable blow to all companies that intend or have entered community group buying.

Li Jiwen continued to ask: "What Mr. Zhou meant is that community group buying should not exist?"

"It is OK to exist, but it must be restricted." Zhou Yujie said calmly.

Toutiao cannot participate in community group buying, but other peers have no bottom line. This time, using the Internet conference to ignite this topic, it can limit the development of this field, so as not to cause other giants to have the opportunity to grow due to poor supervision.

Ma Yun frowned and said, "Mr. Zhou is so alarmist. The purpose of our community group buying is to simplify the lives of the people."

Zhou Yujie didn't say anything more and nodded, "Maybe, it's just that when the tide hits, I'll be unable to help myself. Mr. Ma must understand what I mean."

Ma Yun did not answer, and Ma Huateng, who was standing by, didn't say anything. Tengxun's strategy has always been offline and has never participated in community group buying. However, in addition to Meituan and JD.com, Tengxun also invested in two new companies specializing in community group buying. At least from the current point of view, the future in this field is still OK.

Judging from Zhou Yujie's words, he is obviously optimistic about this, but he seems to be more taboo about politics.

Li Jiwen continued to ask: "What does Mr. Zhou think the future of domestic Internet will be?"

Zhou Yujie said: "The two points Mr. Ma just said, one is entertainment and the other is business. In the future, social, short videos and games should be the main focus. At least from the moment, no new products can subvert these three fields. The remaining market will be given to other fields, such as long videos, literature, news, etc.

In terms of business, perhaps as Mr. Ma said, there are great business opportunities to redefine people's life patterns, and the future profits may be very large, but I personally think that this is not the future.

Whether it is online shopping, takeout or even online car-hailing business models, the essence is to use the Internet to subvert offline channels. It can produce strong efficiency and indirectly improve the speed of society's operation.

But Internet companies have always been called high-tech companies. In fact, this is not correct. Perhaps the internal technology is relatively developed and the technology requirements are relatively high, but the products provided are not high-tech products. At least many domestic Internet companies, including some of Toutiao's businesses, can only be said to be a total of large bag companies, relying on selling information to make profits."
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