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吴妈,那个马云最信任的男人
Sou Hu Cai Jing· 2025-09-29 09:55
(图源:阿里云栖大会) 作者丨萧哓 出品丨牛刀商业评论 "阿里的改革不是'外科手术',而是要重塑'生长基因'。" 2025年云栖大会上,吴泳铭站在聚光灯下,这句关于阿里转型的表述,既是对其两年改革的总结,也为 外界解读这家互联网巨头的变革提供了关键钥匙。 时钟拨回到2023年秋,他临危受命执掌阿里时,这家企业正深陷 "增长失速" 与 "组织臃肿" 的双重困 局。 两年后的今天,9963.47亿元营收(同比增 5.9%)、1259.76亿元税后利润(同比增76.6%)的财报数 据,勾勒出转型的初步轮廓。 但正如吴泳铭在云栖大会上坦诚的 "改革深水区没有标准答案",核心电商增速趋缓、业务协同不足等 问题,仍在考验着他 "拆分革命" 的成色。 在阿里的故事版图里,吴泳铭始终是那个带着独特注脚的人物。 他不仅是马云最早的技术信徒,更以 "阿里技术初代拓荒者" 的身份,在互联网浪潮中留下浓墨重彩的 一笔。 而这段影响深远的传奇,竟缘起于1996年《钱江晚报》角落一则不起眼的招聘广告。 吴泳铭的过人之处在于,他没有试图用"管理优化"修补旧体系,而是直接用"生态化重构"激活组织基 因。 这段始于招聘广告的渊源,不仅奠定了吴 ...
盒马收缩,背后是中产萎缩
商业洞察· 2025-08-09 09:24
Core Viewpoint - The closure of Hema X membership stores signifies the challenges faced by the membership retail model in China, particularly for local brands competing against established foreign players like Sam's Club and Costco [4][5][11]. Group 1: Membership Store Challenges - Hema X membership stores struggled due to high membership fees (200-500 RMB) and a limited target audience among the middle class [7]. - The competition in major cities is tough, with foreign brands already occupying prime locations, making it difficult for local brands to establish a foothold [8]. - The shopping habits of Chinese consumers favor convenience, often opting for nearby community supermarkets or online orders rather than traveling to suburban membership stores [12]. Group 2: Strategic Shifts in Alibaba - Alibaba is divesting from non-core businesses, focusing on e-commerce and AI + cloud services, which impacts Hema's operational strategy [13][14]. - Hema has experimented with various formats but is now concentrating on Hema Fresh and Hema NB, which cater to different market segments [15][17]. - Hema Fresh has over 420 stores in nearly 50 cities, with online sales accounting for over 60% of its revenue, establishing it as the main business [18][19]. Group 3: Future Directions - Hema aims to integrate more closely with Alibaba's overall strategy, similar to how Ele.me has become essential for Alibaba's instant retail competition [20][21]. - The integration of Hema with Taobao's 88VIP membership program creates a significant user base and enhances customer retention through combined benefits [22][23]. - The closure of Hema X membership stores may not be detrimental, as it indicates a clearer direction for the company moving forward [24].