昨天下午，有媒体报道，3个月内阿里巴巴以每股约0.6517美元（约4.11元人民币），总价95亿美元（约600亿元人民币）的价格收购饿了么。阿里巴巴和饿了么均表示对此消息不予回应。而今日，饿了么CEO张旭豪在微信朋友圈澄清了此事。
Yesterday afternoon, some medias reported that Alibaba buys Ele. me at a price of per share about $ 0.6517 dollars (about RMB 4.11 yuan), and the total price of $ 9 billion and 500 million dollars (about RMB 60 billion yuan). The Alibaba and the Ele, me did not respond to the news unitl today. The CEO of Ele. me shared an article to his Wechat Moment to clarifiy that news is not true.
而即使这样，这则消息还是在圈子里引起了轩然大波。
Even that, the news has caused a big impact on new retail and delievery industry.
很多人还是相信这则消息是真实的。阿里在新零售的扩张越来越明显。
Many people still believe that the news is true. Because Alibaba’s stratgic expansion in new retail industry is becoming more and more obvious.
今年年初，阿里巴巴宣布将本地生活服务平台口碑纳入新零售体系。
In the beginning of this year, the Alibaba announced to integrate the local life service platform ——Koubei Liisting into its the new retail system.
至今为止，阿里为饿了么的公开融资中，注资不少：2016 年，阿里F轮领投9 亿美元，蚂蚁金服跟投3.5 亿美元；次年，阿里再次和蚂蚁金服联合投入4 亿美元；2017年年底，阿里又对饿了么追加10 亿美元投资，其中2亿用于收购百度外卖。
So far, Alibaba invests Ele. Me many times: 2016, Alibaba invested $900 million dollar, Ant Financial invested $350 million dollar to Ele. Me as a follower; in the following year, Ele. Me got the joint investment of $400 million dollar of Alibaba and Ant Financial; in the end of 2017, Alibaba invested an additional investment about $1 billion dollars to Ele. me, including 200 million dollar for the acquisition of Baidu Waimai.
而这一笔笔的注资，似乎能看出阿里一步步收购饿了么的步伐。更据了解，经过这一次次融资，张旭豪在饿了么的股份进一步缩水。
The investments seems the business strategic steps of the Alibaba’s acquisition of Ele.me, and the shares that the CEO of Ele. me has hold is decreasing quick.
在2017年，外卖市场三家独大，饿了么的份额约41.7%，美团外卖的份额为41%，百度外卖为13.2%
In 2017, there are three leading companies in delievery industry; they are Ele. me, Meituan Waimai, and Baidu Waimai. Ele. me had the 41.7% of the delievery market, Meituan Waimai had 41%, and the Baidu Waimai had 13.2%.
如今，百度外卖已经被饿了么收购。
However, Baidu Waimai was acquisited by Ele.me.
而如果饿了么真的被阿里收购，这一局面将发生变化。这代表着美团点评今后的面临的竞争是饿了么、百度外卖、口碑与阿里的协同作战。
And if the news about Alibaba and Ele.me is true. It means the competitors that Meituan Waimai has is the joint of Ele. me, Baidu Waimai, Koubei Listing, and Alibaba.
而这一变化也将成为外卖市场和新零售领域的新变数，对整个新零售格局将产生巨大影响。
This change will also become a new variable in the delievery market and the new retail industry， and bring huge influences.
2018亚洲首席营销官峰会（CMOA），是亚洲最具创新性与实践性的首席营官销峰会，在全球视野下以转型，增长，数字化等为主题, 探讨首席X官们面临的巨大的机遇与挑战。我很荣幸代表2018亚洲首席营销官峰会组委会欢迎您参加此次大会。大会将于5月17-18日在中国上海举办
CMO Congress Asia 2018 is the most innovative and pragmatic CMO Event with the themes of “Transformation, Growth, Digitalization” in Asia, and it discusses the huge opportunities and challenges C-level leaders are facing. It is my greatest pleasure, on behalf of the Organizing Committee to welcome you to attend the CMO Congress Asia 2018, which will be held on May 17th-18th, 2018, in Shanghai, China.
Contact kiraz@szwgroup.com for more details.
| 参会人员 Who should attend? |
食品饮料, B2B公司, 奢侈珠宝, 服装, 数字营销/咨询/传媒/广告, 软件/方案, 高科技公司, 家电, 医药, 快消日化, 酒店旅游, 汽车, 金融其他。
Food and Beverages, B2B Companies, Luxuries and Jewelries, Apparel, Digital Marketing/ Consulting/ Media/ Ads, Software and Solutions, High-tech Companies, Home Appliances, Pharmaceuticals, FMCG and Cosmetics, Hospitality and Travelling, Automobiles, Finance, Others |
| 峰会亮点 Event Highlight |
Global insights and case sharing： US, Europe, Middle East, SEA, India, Greater China…
全球视野与案例分享：美国、欧洲、中东、东南亚、印度、大中华区...... |
Transformation and Growth： the next stop for Asia’s C-level leaders in digital age？
转型与增长：数字化时代，亚洲的首席X官们何去何从？
80%Decision-makers of Brand Owners：networking and cooperation with giants from various industries.
80%占比的品牌主高层决策人员: 与各行业大咖们的沟通合作机会。
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| 大会概览 |
| Day1 |
Day2 |
| AM |
09:00-12:30
Session 1: Global Insights on Asia Market
主题一：亚洲市场的全球洞察 |
分论坛
Sub Forums |
09:00-17:30
Forum 1: Transformation and Growth
主题一：转型与增长分论坛 |
| PM |
14:00-18:00
Session 2: The unique and fascinating China
主题二：中国的独特魅力 |
9:00-17:30
Forum 2: Brand and Marketing
主题二：品牌与营销分论坛 |
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