Since the conversation between Ma Feng and Cai Chongxin on November 11, they did not immediately go to Gu Kun to report on the current development of Alipay and ask for credit for "the promotion effect of attracting more Chinese to travel to Lanzhou".
On the one hand, the development of Alipay is not stable enough, and it is not suitable to just listen to the wind and rain, and show off in front of investors even if it has small achievements.
On the other hand, it was also because before the black swan incident in mid-September, the Lanfang Sailing Hotel and some other newly opened high-end tourist facilities, and orders for the European and American markets were all booked until the Christmas season. Gu Kun also made his subordinates very
If you are a cunning person, you can collect a deposit if you can.
So until the Christmas season, the group couldn't escape if they wanted to. As long as they didn't want to lose the deposit, they had to obediently bring in more money and go to Lanfang for a deep swim.
In view of this, how effective are the new measures Gu Kun has implemented since early October to boost the tourism industry, including allowing "early users of Alipay and similar payment tools from other countries to come to Lanzhou without financial review"?
Gu Kun's competitors will have to wait until the Christmas season is over before they can really see through the clouds and see the clues.
If Ma Feng wants to prove that he is "valuable" and can form a positive feedback loop with Gu Kun's other businesses, he will have to wait for this period of time.
Therefore, from October to December, the accounts for the entire fourth quarter were in a fog. By extension, it can even be said that throughout 2001, Lanfang's tourism market did not appear to be affected by the international market at all.
The influence of the black swan situation has been growing day by day, and its stamina is very strong.
Seven or eight weeks passed by in a blink of an eye, and it was the Christmas season at the end of 2001. The delayed dividends brought by various new promotions when the Burj Al Arab Hotel opened were finally exhausted.
The poem of history quietly turned to the New Year's Day of 2002.
The Spring Festival of 2002 was on February 12th, so the northern China basically didn’t have its winter vacation until early February. The tourism dividends brought by the first Spring Festival Golden Week would not be released until around February 10th.
power.
Therefore, the time gap between the New Year's Day and the Spring Festival is the window period for Gu Kun's competitors to watch the jokes. From the Middle East to Japan, there are many colleagues who want to compete with Gu Kun for business.
Or customers who had previously tried unsuccessfully to get discounts from Gu Kun were looking forward to the release of the data.
…
Monday, January 7th, is also the day when the long Christmas-New Year's holiday in Western countries ends and work officially starts.
Gu Kun, who was in Lanfang, was waiting for an unexpected visitor.
Ma Feng and Cai Chongxin actually came to wish him good luck in advance when the Spring Festival was still a month away.
Of course, New Year's greetings are just a way of saying, in fact, they are reporting business, expressing sincerity, saying hello, and seeing if a group of Alipay users recently came to Lanfang to see if Gu Kun lost money or made less money.
To be honest, although Gu Kun never gives discounts, he really doesn’t make any money from early Alipay users who organized an official group tour to Lanfang. For a group fee of 50,000 yuan per person, the service he actually enjoyed was definitely
It's great value. There are many consumption items and extra meals in the hotel, which are actually free gifts outside of the package.
Ma Feng knew it in his heart, so he just wanted to thank Gu Kun for this matter, as a way of asking for advice.
"Mr. Gu, you have been working hard recently. If it weren't for your full support, Alipay would not be able to develop so fast. Seeing that the New Year's Day holiday is over and the Chinese New Year is coming soon, Lao Cai and I came here to walk around. A small thing is not disrespectful."
As soon as the two parties met, Ma Feng personally took a box of walnut kernels and placed them in front of Gu Kun.
Gu Kun almost laughed out loud, but still motioned with his eyes to leave it alone.
Ma Feng also smiled apologetically: "Knowing that Mr. Gu's ancestral home is the East China Sea, how dare I treat you with Longjing this season? If I were sending it to people from other provinces, I would definitely take last year's Mingqian Longjing at this time of year."
Gu Kun is so rich and has an investor relationship with Ma Feng, so no matter how valuable Ma Feng gives him, it is not worth anything in Gu Kun's eyes. So he can only give away souvenirs. A little thought can't
Ask for money.
Although West Lake Longjing is the most famous specialty in Fangzhou City, those who know the industry know that new tea is precious. It should be enjoyed as soon as it arrives in spring and is fried. It will lose its flavor after aging. This is why West Lake Longjing cannot be hyped, so it is
Reasons why the luxury goods industry has abandoned it.
In the world of luxury goods, people who buy them don’t eat or drink them, and people who eat and drink them don’t buy them. Therefore, they must be “lasting and fragrant” like famous wine, Pu’er, and dried abalone. Only those items that become more expensive as they age are suitable for speculation.
If you don't spend the things personally after you get them, they will quickly depreciate in value. You can't hoard them. Those speculators will regret it so much that they want to live.
Giving and receiving gifts was just an interlude. After some pleasantries, Ma Feng mentioned the Alipay business to Gu Kun, which was considered good news.
"Mr. Gu, during New Year's Day, we urgently calculated the number of users as of the end of last year, and now we have officially exceeded 100,000 merchants. From mid-November to the end of the year, in more than a month and a half, there was an increase of 40,000 to 50,000.
Moreover, not only is our business growing rapidly, our losses are not as serious as you think. The first investment of 40 million US dollars is estimated to last one to two years. Although we are not profitable, we already have a business model and stable revenue.
Yes, we are currently losing money just because the cost is still too high.”
"Oh? There is revenue? I haven't had time to care yet. Tell me what kind of revenue it is based on." Gu Kun was indeed a little surprised, because he had the impression that Alipay was losing money in the first few years after it appeared.
Ma Feng can't rely on the tens of millions of RMB in balance turnover interest to count as revenue, right? The interest on that little money deposited for a year is less than one million RMB, which is useless.
Fortunately, Ma Feng's answer quickly solved the mystery: "I negotiated with Boss Bao and other online game companies that later joined. When Alipay sells virtual products such as online game point cards, if it is official direct sales,
, Alipay can take a commission of one yuan for each point card. After taking the commission, plus the commission from the Internet cafe owners, it is generally cheaper than the channel fee of selling physical point cards at traditional bookstores and newsstands.
However, boss Li Guoqing of Dangdang.com has always refused to give in, and I didn’t force him. After all, selling physical goods is more troublesome, and some costs cannot be avoided. And the key is that no one in the field of online book selling in China is following Dangdang.
Online competition - Only in industries with fierce competition can we ask merchants to charge fees, because online game companies can add their products to Alipay for sale, after all, it will also increase the popularity of their games."
Only then did Gu Kun understand that it turned out to be because the Alipays in the two time and space were different, and the profit-taking model for selling point cards was indeed a considerable amount of revenue.
It is equivalent to taking about 3% to 4% of the total revenue of all online game operators in China. In this way, no matter who wins or loses, whether Boss Chen of Shengda Legend or Boss Bao of Zhonglian Games, Alipay will
On the other hand, sitting on the ground and collecting money will definitely help - of course, with Gu Kun's investment and channels to support Boss Bao, Legend will definitely be crushed.
Based on this calculation, there will still be at least tens of millions of yuan in revenue next year. From now on, it depends on the development scale of the online game industry. Historically, the scale of China's online game industry has increased by an order of magnitude every two or three years. Even now
Gu Kun hopes to develop in a standardized and orderly manner, and it won't be much slower if he puts a halter on it.
"You guys did a great job. You are much stronger than I thought. As expected, the one who can defeat the enemy will win." Gu Kun gave a fair approval.
Ma Feng saw that Gu Kun recognized this achievement and was in a good mood. He immediately raised the issue that Cai Chongxin was worried about a few months ago: "But if Alipay continues to develop at this momentum, it will be fine now. It won't take three to five years.
The deposited recharge amount will definitely be considered as absorbing public funds.
The state's financial management is definitely stronger than that of Internet companies. According to the previous investment agreement, you will initially invest 40 million in me, and we will bet on performance. If the first phase of user growth targets are achieved, you will get 20% of the equity. The first
If the target growth for the period is not achieved, you can get 30% or 40%, which will be converted in proportion according to the degree of failure to meet the target.
After the initial capital of 40 million is burned out, you can increase your capital and expand your shareholding proportion according to the discounted valuation. Calculating this, it will take at least two years for the Internet winter to completely pass, and you will need one or two more capital increases.
Let the company grow, and your equity may exceed 50% by then. If you face supervision on foreign investment, have you considered withdrawing for cash or holding on behalf of others?"
Gu Kun lit a cigar and fell into thought.
As soon as Ma Feng mentioned this, he was mentally prepared and knew that this was a policy and there was nothing he could do about it.
It seems a pity to cash out. Even if he gets 200 million, Ma Feng is very sincere and will pay him 2 billion or 10 billion when the time comes. Gu Kun also feels that he has lost money (if he exits in five years, the total market value of 20 billion US dollars is not very big)
Possibly, cashing out more than 50% of the equity for RMB 10 billion is already the limit)
After all, Alipay has a bright future.
Gu Kun thought for a while and said in a consultative tone: "Thank you for reminding me. I think it's better to go step by step and cash out. It's not impossible to cash out. I will definitely not need the kit within five years. When I really can't hold it off any longer,
, I can sell some equity to state-owned banks, provided that their bid is reasonable and my shareholding ratio is reduced to less than 50%, which does not seem so dangerous.
In addition, if I register a controlling stake in a company in China and find a way to get the money into China, it will not be regarded as foreign investment. Then I will cooperate with the operation and let Lao Cai think of any method. If it still cannot be done, I will do it myself in the future.
It’s not that I can’t consider naturalization, but I have to wait a few years. Now I don’t think I should consider it——
His Highness Taishan has already expressed his position in private. If I let Youran get pregnant in the past two years, the child will be safe in the future. By 2004, His Highness Taishan will also be seventy years old. He will abdicate and retire after his seventieth birthday and pass on the throne.
Give it to Youran, and then Youran can store the child immediately.
At present, the relevant regulations of Lanzhou stipulate that in order for a newborn to obtain Lanzhou nationality, three conditions must be met at the same time: both parents must have Lanzhou nationality at the time of birth, and the child must be born in Lanzhou, and both personal and territorial jurisdiction must be met. Therefore,
Before my son is born, and his grandfather abdicates and retires, his mother succeeds, and he himself establishes a bank account, I will definitely be of Lanfang nationality. In the future, it will depend on the situation, which side has greater benefits and can be delayed.