If there's no such model in America, they either don't understand, they don't like it, or they're not buying it.
如果美国没有这样的模式,他们要么不理解,要么不喜欢,要么不买。
Right? So any model they want to find a one. So at the first day, so who are you?
对吧?所以任何模式都想找一个参照物。刚开始他们会问:你是什么?
Yeah, we are eBay. Is that eBay? Okay, yeah, so we understand. But we are not eBay.
对,我们是易趣。是那个易趣吗?好的,没问题,我们知道了,但我们不是易趣。
We are not e-commerce company, although we have the largest e-commerce probably business in the world.
尽管我们拥有世界上最大的电商业务,但我们不是电子商务公司。
We're not a eBay. We do not buy and sell. What we help, people become e-commerce company. We enable other companies to do e-commerce.
我们不是易趣,我们不买卖。我们帮助别人成为电子商务公司,我们帮助别的公司做电子商务。
This is the difference between us and Amazon. We believe every company should be a Amazon.
这就是我们和亚马逊的区别,我们相信每个公司都应该成为亚马逊。
Amazon is a traditional business happened to have a website. Which we believe, whether right or wrong, we think every manufacturer, everybody should sell online.
亚马逊是一家碰巧有一个网站的传统企业,我们相信,无论对错,我们认为每个制造商、每个人都应该在网上进行销售。
Right? Why you buy and sell to complicate it? Why you want to buy, and sell, and deliver? Even more complicated!
对吧?你为什么要把买卖复杂化呢?你为什么要买进、卖出、交付?或者更复杂!
So we think, we should making sure everybody using the e-commerce, using the payment, using the marketplaces,
所以我们认为,我们应该确保每个人都能够使用电子商务、使用在线支付、使用市场、
using the logistic system, using the datas, to build up their own business.
使用物流系统、使用数据来建立他们自己的业务。
So who are we? Yeah, we have the largest payment in the world. You probably don't know we are 11 times bigger than PayPal.
所以我们是谁?是的,我们有世界上最大的支付额,你们可能不知道,我们的支付额比贝宝(全球最大的在线支付平台)多11倍。
We are bigger than eBay plus Amazon together on the sales, and we deliver 30 million packages, and more than that, per day in China.
我们的销售额比eBay和亚马逊加起来都要大,我们在中国每天递送3000万件包裹,甚至更多。
What does that mean? Total USA package delivered today put together less than 30 million.
这意味着什么?美国现在递送的包裹总共都不到3000万件。
So we have big business, but people consider us an e-commerce. Who we are, we are infrastructure of business in China.
我们的业务范围很广,人们认为我们是电商,我们是谁,我们是中国业务的基础设施。
If you want to find buyers and sellers, our marketplace will help you, Taobao Alibaba.
如果您想找买家和卖家,那么我们的市场能够帮到你,淘宝阿里巴巴;
If you want to have a payment financial service, Ali Ant Financing help you. If you need a data service, AliCloud Dating Service will help you.
如果你想拥有支付金融服务,阿里蚂蚁金融可以帮助你;如果你需要数据服务,阿里云数据服务可以帮助你。
By the way, people only know about Cloud dating here, the Amazon, soon you will know us.
顺便说一下,在这里人们只知道云数据、亚马逊,很快你就会知道我们。
And a third logistic, we got a too many people deliver products for us.
第三是物流,能为我们送快递的太多了。
So people in the States always question, how can you deliver things, and why don't you have your own deliver guys?
所以美国人总是问,你们怎么送货?为什么没有自己的送货员呢?
Guys, the difference between USA and China is that, you have a UPS, Federal Express, wonderful system, the
伙计们,美国和中国的区别在于,你有UPS、联邦快递,很棒的体系,
traditional e-commerce company in the States that they still do some supplementary to that.
这些传统的电商公司在美国还会做一些补充业务。
China, about 40 million packages per day. How many people you need? We believe in ten years, every day China will deliver 300 million packages per day.
中国每天大约有4000万件包裹,那你得需要多少人?我们相信,10年后中国每天将递送3亿件包裹。
On 11/11 day last year, we delivered 270 million packages per day. 11/11, we could sell more things. Why? We control the traffic, we control the selling.
去年的双十一,我们每天递送2.7亿件包裹。双十一,我们可以卖更多的东西。为什么?因为我们控制了流量,控制了销售。
The reason is that, we're worried about delivery. If the snow comes, November, and the winter comes, the whole China traffic will be jammed.
原因是我们担心交货问题。如果11月下雪,冬天来了,那么整个中国的交通就会堵塞。
This is something that we're worried about. So we believe in ten years China will have at least ten million people deliver things on the street.
这是我们所担心的。所以我们相信在未来的十年里,中国将会有至少1000万人在大街上提供快递服务。
So even if you hire one million people to deliver things for you, you only have 10% market share.
所以即使你雇了100万人来为你送货,那你也只有10%的市场份额。
And I don't think we can manage ten one million people on the street delivery people, because every day you have so many car accidents, you make it.
我不认为我们可以管理街上100万名快递员,因为每天都有那么多的车祸。
So we should encourage other people, enable other people to do it.
所以我们应该鼓励别人,让别人去做。
So we are building up the infrastructure that we believe in ten years, we hope This is our mission, helping doing business easier.
所以我们正在建设基础设施,我们相信在10年内,我们希望……这是我们的使命,就是让做生意更容易。
Any business maybe 80 or 70 business in China, if we want to do business finding customers, we help you. Financial services, we help you.
任何中国的公司,80或70家,如果你们想找客户,我们帮助你;需要金融服务,我们帮助你;
Delivery services, we help you. Logistic, we help you and marketing, we help you and the other thing is status, we help you.
送货服务,我们帮助你;物流服务,我们帮助你;营销,我们帮助你,还有地位,我们帮助你。