Is the Bao Bao Digital Smart Supply Chain, is JD Cloud's cards enough?

Introduction: Later, Jingdongyun, wants to use digital intelligent supply to compete for cloud service battlefields.

Produced 丨 Nuke Science Society

Author 丨 Ningxi

In 2010, Midea held a grand celebration with an output value of 100 billion yuan. At that time, Fang Hongbo, who had just been established as the president of the group, was very excited. It is precisely because of the order brought by this celebration that all factories in Midea during the Spring Festival the following year did not stop working. Employees were produced overtime, and the trucks at the door were discharged for nearly two miles.

However, what surprised Fang Hongbo was that such a hot sales scene did not bring much improvement to the company's profit in the first quarter of the company, and even the profit margin decreased compared to before.

After analyzing Fang Hongbo, the reason for not making money is actually related to Midea's production model. Therefore, after the chairman of the group who became Midea in 2012, Fang Hongbo proposed that Midea must be "leading the product and the efficiency drive."

Fang Hongbo, who was determined, invested huge sums of money to promote change, so that the number of financial figures was not good in four years, and even the market value of Midea fell from about 70 billion to 50 billion in 2013. However, in the end, Fang Hongbo held up the pressure, and the results of the transformation of Midea's digital intellectuals landed, and it also became a booster that surpassed Gree's first position of home appliances.

The key is that JD, which has the largest e -commerce supply network system in China, has become the core partner of the Midea's digital intelligence reform supply chain. Under the sign of Liu Qiangdong, JD Logistics and JD Cloud will open up the various experiences and technologies of Jingdong in the management level of supply chain to the United States, which ultimately promotes the formation of Midea's all intelligence and digital supply chain system.

Even, now relying on such a system, Midea has established a Meiqing Industrial Internet platform. At the end of last year, it was officially selected as a two -cross -platform list of the Ministry of Capital. Relying on this platform, Foshan, Guangdong has created 6 industrial chains and formed industrial changes driven by the entire informationization and digitalization.

At the same time, as a latecomer of the cloud service market, Jingdong Cloud really rely on the intellectual supply chain to seek the minds of the market in accordance with its own positioning, and also began to work hard.

On July 13, the Jingdong Cloud Summit of the 2022 JD Global Science and Technology Explorer Conference was held in Beijing. At the meeting, he took over the development concept of more understanding the industry. For the first time, JD.com demonstrated the panoramic view of the countless supply chain, released seven major application scenarios, four leading technologies, and 12 leading technical products.

This conference that has been seen as a strategy of Jingdong Cloud's release in the next 10 years has added another fire to the cloud service market that was originally hot. How many imagination is there in JD Cloud's intellectual supply chain?

01 丨 Intellectual supply chain is intellectual

Amazon's founder Besos once said in an interview with the media that the essence of digital transformation is information technology and capabilities, driving the core change of business. In his opinion, the three keys of digital transformation of enterprises are to establish a digital corporate strategic model and culture, master digital technology capabilities, and regard data as a strategic capital of enterprises.

This is the same in the supply chain field.

With reference to foreign e -commerce giants Amazon, its core competitive advantage is a set of sets of over -the -Lial intelligent supply chain. Due to the status of the leader in the field of e -commerce, Amazon has taken the lead in negotiating with logistics providers imported and exported with overseas commodities. At present, Amazon has established the world's most complete supplier cooperation system and digital information exchange system in terms of air transportation, sea transportation and railway transportation.

Even in the face of the most closed sea shipping companies, Amazon also intellectualized the booking information and pick -up orders through 5 years of lobbying to Amazon's own supply chain management system.

This allows all cross -border e -commerce sellers to open a store in Amazon to choose the transportation. The corresponding logistics supervision information and pick -up list information will directly enter the Amazon supply chain system. Transport to Amazon's warehouse and enter Amazon's own supply chain management system.

And all these are based on informatization and digitalization. There is no handover of paper files. All of them are completed and scheduled through the acquisition and scheduling of background information.

This is the huge advantage of Amazon in the field of multinational e -commerce, and it is also a typical case for digital supply chain to promote the development of enterprises.

In fact, if the cooperative operation of the company's internal and external, upstream and downstream is compared to a supply chain, the "supply chain model" of each enterprise is different, but the purpose and goal of the goal are the same. In the link, the goal is the key to see the "card neck" in the company's internal and external operations, in order to lay off in advance to cope with the changeable market economy situation.

Due to the production capacity of China's entire industry chain and rapid and changeable R & D capabilities, after combining with the global industrial chain, the development of Chinese enterprises, especially SMEs, has entered a rapidly rising orbit.

However, this trend has gradually slowed from the second half of 2018. Especially after entering 2022, due to the influence of the epidemic and changing international factors, more and more small and medium -sized enterprises feel that the international supply chain is interrupted or upstream overseas enterprises The dilemma of component orders cannot be completed on time.

Therefore, finding domestic replacement in China to solve the supply chain problem has become a choice that many Chinese entrepreneurs must do in 2021-2022.

The problem is that the process of replacing the supply chain in this way is very painful.

With reference to the experience of past physical enterprises, if according to the traditional supply chain management model, companies want to replace the upstream suppliers of the supply chain, they need to evaluate the parts of the new supplier. The plan and other documents are connected to the other party, and after at least a few months, up to a year of running -in to achieve acceptable efficiency. This process will cause a large degree of investment waste, which is why many companies do not easily change the supply chain upstream suppliers.

But in the era of countless intelligence, these problems are no longer a problem.

Gao Liqiang, vice president of Jingdong Group and president of JD Cloud Career Group, said at the end of the conclusion that at the moment, the digitalization of industrial digitization is changing from quantitative to qualitative. The next stop of the industrial digitalization is the wisdom supply chain. It is the most efficient way to promote the digital transformation of the industry with the thinking of supply chain management.

First of all, the transformation of digital intelligence allows the supply chain to achieve upstream and downstream integration. Compared with the relative certainty needs of popularization and large -scale orientation in the digital era, the platform format of digital intelligence technology breaks the information barriers between supply and demand and the traditional centralized information barrier. Efficiency improvement is upgraded to an ecological interconnection circular value network growth method.

This makes the communication between upstream and downstream of the supply chain company is extremely smooth. The docking between data is likely to be the process of adjusting the two parameters of the cloud platform. With the docking and follow -up analysis and application of the source of data, even if the supplier is replaced at any time, the corresponding requirements and plans can be synchronized in real time to maximize the efficiency of enterprises to replace suppliers and reduce related costs.

At the same time, in this context, the upstream and downstream companies of the supply chain can also achieve complementary advantages, as well as dynamic transportation and inventory monitoring, reduce losses and improve production efficiency through various means.

Secondly, the transformation of digital intelligence will promote the integration of production and operation management, which will make the transition of the supply chain of the enterprise much smooth. In the digital era, business data is realized, and data businessization is realized in the era of digital intelligence. Enterprises need a set of operating solutions for customers to serve customers. The transformation of digital intelligence includes the integration of digital intelligence, business management and production and operation decision -making in production links. It is necessary to comprehensively link online and offline, internal and external, consumer, and industrial data to achieve physical space and industrial end The interactive mapping and overall optimization of the cyber space.

This also means that after the manufacturing enterprise conducts digital intelligent transformation of the supply chain, all data about the supply chain will be open and shared, and finally the data of these data -based business and business level will be formed. Earth Unicom gets up.

In addition, each company has its own needs. It means that their requirements for the supply chain are also different, and the scale and management methods formed by the supply chain will be different. The previous personalized supply chain requires the relevant management department of the enterprise to consume a lot of energy to manage, and it is impossible to exert the effect of the supply chain coordination. After the transformation of the digital intelligence, the collaborative capabilities of the supply chain have increased. A set of supply chain management systems can connect many other supply chain upstream service providers. This also allows manufacturing enterprises to form a system of multi -dimensional management upstream enterprises, which are easy to implement and well modify.

This will improve the efficiency of the management of manufacturing enterprises.

02 丨 JD Cloud's selfishness

It is one aspect that the need to take digital transformation of the supply chain to the supply chain is the other way.

Many companies have the driving force for digital transformation, but they do not know how they should start, nor can they find a way and tools that really meet the development capabilities and directions of the enterprise. This also allows some enterprises to supply chains to the data level, and lack the correlation between strategic deployment and practice.

But in fact, the transformation of the enterprise supply chain to digitalization still has its own specific methodology.

It can be seen through analysis of the intelligent transformation of many superior enterprises that can be seen that entrepreneurs need to promote the transformation of digital intelligent transformation at various levels, and the core is to achieve strategic positioning; then find the entry point; The way of technology empowerment promotes the intelligent transformation of digital. In order to make the entire transformation and landing process more smooth, entrepreneurs also need to promote the supporting facilities and improve their leadership.

Therefore, JD Cloud believes that according to the advantages of JD Group, it has found the key to knocking on the Yun service market. It is also the reason why Jingdongyun couldn't wait to enter the digital intelligent supply chain after the conference was held.

On the one hand, JD.com has a huge capacity and experience of supply chain management and implementation. In the country, there are a few highly automated Asian transit warehouses and supply chain management centers. Base.

In fact, JD.com has a strong demand for the efficiency of the supply chain. Whether it is JD.com's intelligent supply chain capacity, the number of SKUs of 10 million SKUs will be 30.2 days of inventory weeks. The evolution of the logistics supply chain, the core ideas are through more efficient scheduling of the supply chain, and continuously reduce costs and improve efficiency under the condition of ensuring experience.

On the other hand, in the process of communicating and trial operation with partners in the early stage, JD Cloud found that it is a very good business direction to help them optimize the supply chain management for physical enterprises to help them optimize the supply chain management.

For example, relying on JD Yun Digital Intelligent Supply Chain Technology, Lanzhou New District has set up a core business system, similar to customs assist management system, national inspection information management system, multi -type transportation business management system, warehousing management system, etc. The transportation needs of services, door -to -door transfer "have become a technical case for multi -type transportation and landing. There are four core technology applications:

The first is to reduce the cost of manual service through digital robot automation technology. Relying on Jingdongyun Software Robotics, Lanzhou New District Commercial Investment Group's original operating operations that were originally operated in supply chain management, through intelligent software robots, simulated and enhance the interaction between people and computers, and initially become the interconnection of sea, land, air, and air data interconnection to achieve realization. Automation in the workflow.

The second is to use blockchain technology in the management of the transportation order to ensure the accuracy, safety and uniqueness of the transportation order, and finally realize the one -vote function of the multi -type transportation platform transportation order.

The third is to use the data of JD.com's entire supply chain management solution to coordinate the characteristics of the multi -type transportation price of one -bob price, which reduces transaction costs.

Fourth, after the digital upgrade of a single point has achieved certain results, Jingdong Digital Intelligent Supply Chain has developed the four of the four -type transportation supply chain service platform, electronic port service platform, logistics service platform, and smart park information service platform for Lanzhou New District. In this business, the digital component that will be built at the beginning will be connected into a more valuable digital solution.

In a word, JD Yun hopes to transform the digital intelligence of the factory or park, and to form a centralized center of supply chain to drive the participation of other companies covered in the region, and eventually become the intellectual supply of JD Yun Digital. Chain technology is the core information collection.

In the process, Jingdongyun certainly laid a foreshadowing for the corresponding business. In fact, JD Yun hopes to find the park or factory of the node to help them implement the transformation of the digital intelligence supply chain, and all companies that connect with these core points have to access this system. And in order to better integrate the business, these collaborators will not prevent further adopting Jingdong Cloud's services, which ultimately promotes the latter to form a market breakthrough with a point -and -face -to -face market.

But is this method too ideal?

03 丨 The last straw of Jingdong Cloud

Today, JD Cloud is preparing to use the digital intelligence supply chain as the starting point to cut into the cloud service market, highlighting the determination and the resistance is not small.

From a historical point of view, Jingdong Cloud basically calculated an early and rushed to a late collection.

In 2014, Jingdong officially issued e -commerce cloud solutions to traditional enterprises to provide retail companies and brand vendors with its own brand malls, online marketing systems, e -commerce consulting and other services. But in 2016, JD Yun began to commercialize. At this time, even with domestic cloud service providers, it is very late.

In order to make JD Cloud, in 2017, Jingdong invited Shen Yuanqing, who had served as chairman of Microsoft Asia Pacific Science and Technology and general manager of Microsoft China Cloud Computing and Enterprise Division, to serve as president of Yun Business Department and directly report to Liu Qiangdong.

In the second year, Liu Qiangdong issued an internal letter to announce the ABC strategy of JD.com (from the first letters taken from AI, big data, and cloud computing). "C" is a cloud computing represented by Jingdong Cloud.

Although so hard, JD Cloud's results are not good. According to Gartner data from international research institutions, in 2020 China's cloud computing IaaS market, Jingdong Cloud has only 4.6%of its market share.

According to the recent data released by IDC, in the second half of 2021, the top five manufacturers in the market share of Chinese public cloud IaaS (infrastructure as service) are Alibaba Cloud, Huawei Cloud, Tencent Cloud, China Telecom Tianyi Cloud, and AWS. The corresponding market share is respectively. It is 37.8%, 11.4%, 10.9%, 10.3%, and 6.4%, and the specific data of Jingdong Cloud did not mention JD.

In the second half of 2021, the market share report of China Financial Cloud (Platform) solution in the second half of 2021, JD Cloud ranked fifth in China with 11.5%of the market share. Smart cloud.

Such data highlights the embarrassment of Jingdongyun.

At present, the intelligent supply chain is also an opportunity. It may be the last straw for Jingdongyun. If you ca n’t catch it, you will have no chance. But for competitors, it may be a direction.

Because of the three rounds of strategic adjustments, from the beginning of the use of e -commerce advantages, hoping to attract big customers to join, to the leadership of the digital city strategy, and then to the promotion of the digital supply chain, JD.com has found at least three rounds in recent years Breakthrough.

Every time JD Cloud hopes to use the leadership of these technologies to make each enterprise release the needs of cloud services, and eventually make JD Cloud the first choice for cloud services for all related customers and enterprises. But the results are negative without exception and did not meet their requirements.

I am afraid this time there will be no exception, and the reason is simple.

On the one hand, JD Yun wants to use JD's logistics and supply chain management advantages to make breakthroughs, but in fact, JD.com has fewer cases of empowerment of enterprises. The corresponding technology has not become industry standards. Essence

On the other hand, when Jingdong Cloud wants to leverage the cloud market, it must speed up, because friends and merchants will launch similar solutions in minutes, and they may snatch customers. After all, cloud services are highly dependent on the platform and are easily unwilling to change. cloud platform. Without the technology and attraction of the existing market competition, it would be difficult for Jingdong Yun to fight.

In addition, JD Yun now wants to promote the intellectual of the industrial park's constructive supply chain by looking for local governments to cooperate. Not to mention the support of local governments, the speed of key deployment will be much slower. Whether the goal can be achieved at the end cannot be judged.

After all, as a government project, the average deployment period of 2-4 years is an indisputable fact. And if JD Yun wants to rely on this way to quickly expand end users, the speed may not be as fast as the market team's conception.

The competition in the cloud market is calculated as weekly, and it is fundamental. However, according to the current JD Cloud's approach and ideas, the corresponding marketing time will be relatively slow. And whether local governments will allow Jingdong Cloud to transform logistics nodes or commercial parks in a short period of time, it is also unknown.

Therefore, Jingdongyun still has the opportunity to promote whether it can be promoted.

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