I eat sushi in Japan, take a boat in Spain, in SpainWhen Thailand watched the boxing match, when everyone thought that Ma Yun was ready to retire, Ma Yun suddenly returned to his base camp, Hangzhou, China.Everyone is paying attention. What signal does Ma Yun's return trip?
The news of Jack Ma's return to China was only exposed on Monday (March 27). The Alibaba Group announced today that it will split into six major subsidiaries and organize funds.EssenceThis will be the largest reorganization of Alibaba since its establishment 24 years since its establishment.
According to Bloomberg, this allows every business of Alibaba to operate more independently, including e -commerce, media and clouds to lay the foundation for future spin -off and listing.
Chinese officials have criticized the monopoly behavior of the economic field of the Internet platform and the disorderly expansion of capital.It is reported that Alibaba's reorganization means that the company's affairs and decision -making power will be scattered, and this decision is likely to be supported by government regulatory agencies.
According to the letter sent by Zhang Yong, chairman and CEO of Alibaba Group, sent to all employees, Zhang Yong himself served as the CEO of Alibaba Cloud Smart Group; Dai Shan was the CEO of Taobao Tmall Commercial Group;CEO; Wan Lin continued to serve as CEO of Cainiao Group; Jiang Fan served as CEO of International Digital Commercial Group; Fan Luyuan was the CEO of Grand Entertainment Group.
Jack Ma's return to the country
The major announcement of Ma Yun's return to the country and Ali Group is unclear.He was "wild captured" by netizens in the Hangzhou Wensing Road Tunnel in Zhejiang.The Science and Technology Board Daily reported on Monday that Ma Yun had returned to China.
Video uploaded by Chinese netizens showed that Ma Yun was sitting next to a window of Toyota Coster, sitting next to Zhang Yong, and Shao Xiaofeng, a senior vice president of Ali Group.It is said that Jack Ma talked with the people around and in front of him from time to time.
When many netizens are true or false, the Hong Kong media Nanhua Morning Post, a subsidiary of Alibaba, published a report on Monday at noon on Monday, confirming that Ma Yun had returned to China for several days.According to reports, Ma Yun visited Hangzhou Yungu School founded in 2017 and met with teachers and students.Before Ma Yun returned to mainland China, he had a brief meeting with friends in Hong Kong and visited the Basel Art Exhibition.
At the same time, Yunu Education invested by Ali also uploaded Ma Yun Laiyun Valley School on the WeChat public account and discussed the videos and articles of future education with the campus chief.The article is equipped with pictures of Ma Yun's discussions with several people at the school, saying that Jack Ma discussed the challenges and opportunities brought by education by the new round of technological changes such as ChatGPT and artificial intelligence in Yungu and campus leaders.
Ma Yun said that technologies such as ChatGPT have challenged education, but this is just the beginning of the AI era."We must use artificial intelligence to solve the problem instead of being controlled by artificial intelligence. Although human physical strength and brainpower are not as good as machines, the machine has only 'core', and people have 'heart'."
Ma Yun once served as an English teacher and said that the teacher is his favorite profession. He hopes that he can return to school as a teacher one day.According to Yungu's description in the public account article, Ma Yun returned to Yungu this time and "walked again".
Yungu School is a private school founded by Ali's partner investment. Seven partnership representatives form the school committee. Ma Yun is one of the members of the school committee.
Although Ma Yun did not arrive at Alibaba Group headquarters this time, nor did he publicly announce any business plan.However, investors are still inspiring the news of Ma Yun's return to China and reflected in stock performance.Alibaba's stock price in Hong Kong rose 5.5 % on Monday, and also drove the Jinqiao Information of other Internet sectors, Zhejiang University's new, Hang Seng Electronics and other companies in the rise.
The media scrambled to report Ma Yun, who traveled to many countries to return to China. The reason behind this is not difficult to understand.The Chinese government has recently tried to restore the confidence of the outside world about Chinese private enterprises.As a representative of private enterprises, Ma Yun's choice of returning to China at this time will release what a signal will naturally attract close attention from investors.
Is Jack Ma returning to the countryside to send it to private enterprises?
After publicly bombarding the Bank of China and regulatory agencies at the forum on the Bund in Shanghai in 2020, not only did the Ant Shanghai listing plan, both of which were suspended from the emergency.The price of 18.2 billion yuan (RMB, about S $ 3.514 billion) was punished.
Subsequently, the Chinese government also launched regulatory rectification operations on other private enterprises, from technology and game industries to teaching and training, to real estate, and tightened control throughout the board.On the other side, the crown disease epidemic is coming to create the business development of private enterprises.
Those large factories that used to be high in the past, the stock price was light, and the ankle was cut.
During this period, Ma Yun also recovered the high -profile personality that he liked to talk about in the past and gradually faded out of the public's vision.In this year, the Financial Times South China Morning Post has reportedly reported that Ma Yun was "encountered" in Japan, Thailand and other places.
Some people in the business industry believe that Jack Ma stays overseas for a long time, indicating that the Chinese technology industry is still shrouded under doubt.Reuters' Monday report quoted Chinese entrepreneurs and investors that although the Chinese government recently stated that they will continue to support the private economy, they still see Ma Yun's decision overseas as a factor in lack of confidence in the Chinese market.
Today, Ma Yun returns to China and acts in Hangzhou with high profile.Many comments and analysis believe that this is a strong relocation for private enterprises that have been hit by regulatory storms and crown diseases, because this means that the Chinese government's attitude towards private enterprises may have changed.
Zhang Zihua, chief investment officer of Beijing Yunyi Asset Management Co., Ltd., analyzed to Reuters that Ma Yun's return itinerary boosted the optimism of the Internet industry because this means that the new leadershipThe importance of re -examining platform companies in economic development.He predicts that China's official restrictive policies will be adjusted in the past and the Internet industry.
Some analysts also believe that the Chinese government wants to return to the country through Ma Yun to regain the business world's confidence in the Chinese market.Reuters quoted five people familiar with the matter and reported that the Chinese Prime Minister Li Qiang had persuaded Ma Yun to return to China since he realized that Ma Yun returned to China to help enhance the business confidence of entrepreneurs, including lobbying through business partners near Jack Ma.
Regardless of whether the above news is true, from the recent statement of Li Qiang, resumption of privatelyThe company's confidence is indeed the key task of China's new leadership.
On the 13th of this month, Li Qiang used a lot of information to appease private entrepreneurs at the first press conference after taking office, saying that the Chinese government supported the private economy.He said: "In this regard, we are clear and unswerving."
Li Qiang also thanked the executives and other participants in China on Monday's high -level China Development Forum on Monday in Beijing, and praised their contributions to China's development.
Jack Ma is already the "outsider" of private enterprises?
Although most of the outside world defines Jack Ma's return to China as "the spring of private enterprises", there are also public opinion that after two years, Ma Yun has been "outsiders" in the field of private enterprises.
Tencent's science and technology column published a comment article on Monday that Ma Yun has farther and farther from Ali in the past four years, and closer to agriculture and education.Even though Ma Yun chose to return to China at this time, at this time, he was an outsider in terms of Ali and Ant Group, and there was no need to overly evaluate the positive role that Ma Yun could return to China.
One of the arguments is that the news of Ma Yun's return to China has only driven Alibaba's stock price to rise briefly.In fact, after Alibaba's stock price rose 5%at noon on Monday, he spit back in the afternoon.As of the close of Monday, Alibaba Hong Kong's stock price fell slightly by 0.06%.
Earlier, the Ant Group completed the "de -Ma Yunhua" mission to the greatest extent.Two months before Jack Ma returned, he gave up his actual control over Ant Group.Relevant management members of Ant Group no longer serve as Ali partners to strengthen the isolation with shareholder Ali Group.
On the other hand, whether Ma Yun returns to the Chinese government to relax directly on the supervision of private enterprises, it is also questioned.Lu Xiameng, director of the political risk consulting agency Eurasia Group, told the Wall Street Journal that Jack Ma's return to the Wall Street did not necessarily mean that the uncertainty was completely eliminated.
She believes that Ma Yun's return to China is in line with the Chinese government's vision of promoting economic recovery, but the structural impact of Chinese officials on the daily operation of enterprises contain long -term political risks.
Liu Zongyuan, a researcher at the American Foreign Relations Association, also said: "Confidence in the Chinese economy and supporting Jack Ma's return (or welcome) are two different things." She believes that Ma Yun's return to China is not the most important, "the most worthy of attention is worthy of attention, and" the most worthy of attention to attention.It is how he can (or not) to enhance confidence. "
Reuters reports that although Chinese officials have released a friendly signal to private enterprises, some companies still complain in private, saying that the Chinese government still"Lack of new support policies and new regulatory frameworks."
Fraser Howie, an expert in Asian analysis in the Chinese financial market, said that although the signal of eased regulatory supervision of the Chinese government can be seen, the regulations and mechanisms formulated by private enterprises have not changed."For private enterprises, Jack Ma's return to China has nothing to do with it because he has been defeated and the country has won. Ma Yun lost control, power, and wealth.Not as good as before, for Alibaba or Ant Group, he may be just a "outsider".But from the perspective of the attention of the outside world's attention to Jack Ma's return to the country, they may still be looking forward to the key role of this private enterprise spiritual figure in the field of private enterprises.Because in the face of uncertain recovery prospects, private enterprises urgently need a reassurance pill, and Ma Yun, as one of the most well -known Chinese entrepreneurs, is the best candidate to play this role.
However, after the "outsiders" who had not talked about the Chinese financial system, after returning to China, there may be no way to criticize private enterprises to criticize Chinese financial regulatory agencies.Even if he can return to the state of talked about it before, the role of these remarks may be quite limited.
