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the internet is really going to change.

even before double eleven, breaking news from these major internet companies came one after another.

even a major event like taobao's official access to wechat payment was not ranked among the melons in the past two days.because the sworn enemies next door who used to openly quarrel with each other are actually getting back together.

according to late reports, alibaba group and jd.com group have reached an agreement on cooperation in logistics and payment.

taobao and tmall will officially connect to jd.com’s logistics system in mid-october. at the same time, jd.com will also integrate the resources of alibaba’s cainiao express and cainiao station. in addition, jd.com will also accept alipay payment before double eleven.

the last time i wrote about taobao and wechat pay,the bad reviewer next door also made a prediction, saying that dongzi should not be far away.look, isn't this coming?

of course, some melon-eating people felt like the sky was falling when they heard the news.

from now on, will my jd express delivery be delivered to the cainiao station downstairs? ? ? ?

however, shichao feels that this model is unlikely. at most, the courier will place the express package at the post station only with the customer's consent.

therefore, more people think this is a good thing, because dongzi's ace logistics is indeed strong enough.

seeing that the big manufacturers that had once been at odds with each other are now covered with a quilt, shichao feels that the internet is really amazing.

sure enough, there are no permanent enemies and friends in the world. live long enough and you'll see everything.

jd.com and alibaba have been fighting for so many years, from e-commerce to payment, and then from payment to logistics. the two families had been fighting for several years just over the logistics of burying the hatchet this time.

especially many people may

already forgotten, jd.com and alibaba’s rookies have openly criticized each other.

in july 2016, liu qiangdong said directly in a cctv program:

"the essence of cainiao network is to build a data system on several express delivery companies. to put it nicely, it is to improve the efficiency of these express delivery companies; to put it ugly, in the end, you just wait and see.most of the profits of these companies are sucked away by cainiao logistics. "

and he said bluntly,only sf express refuses to access the rookie, so he believes that in the future，onlysf expressable to exist for a long time as an independent express delivery company.

such a down-to-earth statement makes people want to ask, isn't dongzi afraid of being "blood-sucked" now?

of course, the rookie was not stupid enough to stand there and be criticized. the spokesperson immediately choked back:

“ a company without platform sharing thinking can only focus on extracting profits from partners to support itself.it is impossible to understand the meaning of empowering partners, improving the industry, and prospering the ecosystem. "

moreover, he stabbed dongzi in the back, saying that sf express, which he supported, had already fully integrated the fengchao self-pickup locker into the cainiao system.

however, when the rookie said this, he would never have imagined that fengchao would soon start working with them. and triggered a large-scale sectarian movement.

in 2017, sf express and cainiao suddenly closed their data interfaces, and both publicly blamed each other, saying that it was the other side that closed the interface. it provoked a "war of sides" involving almost all logistics and internet leaders.

after the two sides exchanged insults, yuantong and tongda express delivery companies naturally jumped out to support the newbies and posted support.

almost at the same time, dongzi immediately spoke generously: “i believe in sf express’s quality and wang wei’s character”, and then announced that jd.com will fully integrate fengchao self-pickup lockers.

by the way, sf express said at the time that part of the reason for the breakup was that rookie wanted them to switch from tencent cloud to alibaba cloud. . . sure enough, there is a battlefield among the battlefields.

in the end, it was the intervention of the state post bureau that solved the problem, and both parties agreed to resume business cooperation and data transmission.

jingdong, who had finished standing in line here, was not idle at the other end.

later, jd.com also claimed that the service quality of tiantian express was poor, and jd.com’s e-commerce platform refused to access tiantian. although suning is behind tiantian express,suning’s second largest shareholder is alibaba.

moreover, jd.com’s “blocking” later expanded to include alibaba’s own son, best express.

he was so angry that sun weimin, suning’s vice president at the time, directly published an article accusing jd.com of “doing evil.”

i have to say that the internet back then was much more exciting than it is now. if something goes wrong, the bosses will really suffer, they really dare to complain.

if the above are just talking about each other, then the next step is to do it with real swords and guns.

in 2019, the contract between jd.com and sto was about to expire. the two parties were still communicating and negotiating terms, and jd.com did not cut off sto's services.

as a result, during the same period, alibaba indirectly held 14.65% of sto through its investment in the parent company.

and in july, it signed an equity purchase agreement with sto. the general meaning is that alibaba will hold 46% of its shares in three years and become the largest shareholder.

therefore, jd logistics put forward reciprocal requirements.

i have connected to your "alibaba" express delivery company. to be fair, it is your turn to connect taobao to my jd logistics.

the final result, of course, was that the talks collapsed. talks didn't even begin. people familiar with the matter at jd.com said they had been seeking cooperation, but alibaba ignored them. . .

after that, the two sides continued to compete with each other, until a character that everyone knew appeared, and the grievances between the rivals for nearly ten years were easily resolved.

in fact, as early as last year, the wall between these logistics manufacturers and e-commerce platforms has been slowly loosening.

in 2023, liu qiangdong announced that he would allow jitu and tongda express delivery companies to access jd e-commerce, allowing merchants to choose third-party logistics. "if they want to use jitu or tongda express, let them use it."

the reason for relenting is not difficult to guess. at that time, dongzi came back and planned an internal output of 100 million tons. it sprayed the executives all over and wanted to regain the low-price advantage. then jd.com launched a low-price strategy and a tens of billions subsidy plan.

but if you want to achieve low prices, you must first develop your own jd logistics, so that self-operated merchants can connect to third-party low-price logistics providers to reduce costs.

but now, not only can third parties come in, but even cainiao logistics, which dongzi had personally "spoiled" in the past, has made peace with it.

sir, jd.com has indeed changed.

moreover, look at the major manufacturers tearing down walls.i have found that those who used to tear things up more fiercely are now able to sit down more.

back then, the market still had gaps and room for growth. therefore, everyone would rather isolate each other and harm others and ourselves, or occupy the high ground and kill the opponent. after all, if you spend an extra 100 million, your opponent may never be able to stand up again.

now, the technology dividend seems to have peaked, and the market has entered the stock stage, especially the established manufacturers and businesses that have entered the stable period.

to put it simply, the public cake is almost eaten, and you can’t grab many users even if you burn money. if you want to eat two more mouthfuls of food, you can only go to someone else's house to serve it.

therefore, only through cooperation can we find other business growth.

moreover, cainiao’s revenue from external customers now accounts for 70% of its total revenue. even if it is relaxed, it will not have much impact on its main business.

for jd.com and taobao, it is more likely to bring certain growth opportunities.

especially for the former, not to mention the growth achieved by small merchants, for some large merchants, it is even possible to find an opportunity to improve efficiency and reduce costs.

because jd.com’s warehousing and logistics capabilities are stronger than cainiao. jd.com has built its own logistics since 2007 and started operating independently 7 years ago. as of 2021, there are 1,300 warehouses, making it one of the largest logistics systems in china.

according to a later interview,many taotian direct-operated projects have tried to cooperate with jd.com.for taobao, the solutions provided by cainiao are often not the lowest cost.

now that taobao has established an independent logistics department, it no longer has to regard cainiao as a must-have option. you can independently seek lower-cost, more customized service providers.

in the future, it may not be impossible to find jd.com.

to be honest, this happy scene was something shichao would never have dared to imagine two years ago.

i'm already looking forward to which two people will shake hands and make peace next time.