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jay_1055
2023-03-28
支付宝 蚂蚁金服呢?
五问阿里24年来最重要的组织变革
jay_1055
2021-12-14
$云米科技(VIOT)$
从盈利3千🔪没卖现在亏本7千🔪 牛叉了中概股
jay_1055
2020-04-21
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去老虎APP查看更多动态
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蚂蚁金服呢?","listText":"支付宝 蚂蚁金服呢?","text":"支付宝 蚂蚁金服呢?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659668451","repostId":"2322256859","repostType":2,"repost":{"id":"2322256859","pubTimestamp":1680001514,"share":"https://www.laohu8.com/m/news/2322256859?lang=&edition=full","pubTime":"2023-03-28 19:05","market":"hk","language":"zh","title":"五问阿里24年来最重要的组织变革","url":"https://stock-news.laohu8.com/highlight/detail?id=2322256859","media":"36氪","summary":"阿里巴巴将走向组织治理的全新阶段,构建「1+6+N」的组织结构。3月28日,阿里巴巴集团董事会主席兼首席执行官张勇发出一封全员信,宣布启动阿里巴巴24年来最重要的组织变革。阿里巴巴将走向组织治理的全新","content":"<html><head></head><body><blockquote><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>将走向组织治理的全新阶段,构建「1+6+N」的组织结构。</blockquote><p>3月28日,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团董事会主席兼首席执行官张勇发出一封全员信,宣布启动阿里巴巴24年来最重要的组织变革。</p><p>阿里巴巴将走向组织治理的全新阶段,构建“1+6+N”的组织结构:在阿里巴巴集团之下,设立阿里云<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>、淘宝天猫商业、本地生活、国际数字商业、菜鸟、大文娱等6大业务集团和多家业务公司。具备条件的业务集团和公司,都有独立融资和上市的可能性。阿里巴巴集团则将全面实行控股公司管理。</p><p>消息一出,外界高度关注,疑问也随之而来。这次组织变革意味着什么?为什么要变?阿里旗下哪些公司可能最快单独上市?</p><p><b>一、阿里此次组织变革的核心变化是什么?</b></p><p>此次组织变革给阿里带来的核心变化有4个:</p><p>第一,阿里巴巴将构建“1+6+N”的组织结构:1个阿里巴巴集团+6个业务集团(阿里云<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>、淘宝天猫商业、本地生活、国际数字商业、菜鸟、大文娱)+N个业务公司(<a href=\"https://laohu8.com/S/00241\">阿里健康</a>、<a href=\"https://laohu8.com/S/06808\">高鑫零售</a>、银泰商业、盒马、夸克等)。</p><p>第二,以后,阿里旗下的每个业务更像一家单独的<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>。人、财、事全面独立,每个业务对自己的业务结果负总责。具备条件的业务集团和业务公司,都可以独立融资和独立上市。</p><p>第三,阿里巴巴集团全面实行控股公司管理。张勇继续作为集团董事会主席兼CEO,统管战略。</p><p>第四,阿里集团的中后台职能部门将全面做轻、做薄,相应能力会有序吸收进各业务集团/业务公司,或者以专业服务公司的形式存在。</p><p><b>二、阿里巴巴集团和各个业务集团/公司的关系是什么?</b></p><p>阿里人士说,这次变革,是从顶层着手进一步理顺阿里巴巴的组织治理关系。阿里巴巴作为一个上市公司主体,不会变化,各个业务集团/公司的业绩将继续合并报表。</p><p>以后,阿里巴巴集团会更像一个相对超脱的控股集团,运营重心会从具体业务抽离出来,将精力更多投向投资、创新、孵化,“孩子大了,还是要走出去,去独立面对市场。阿里巴巴集团更像一个大底座,来给他们做好支撑。”</p><p>阿里旗下的各个业务集团和公司都会成立各自的董事会,实行董事会领导下的CEO负责制,业务自主决策权将大大加强,每年的业务规划、市场响应、预算、薪酬福利都将自己决定,独自面向市场。</p><p>有内部人士猜测,以后,阿里旗下各业务之间的合作或许也将走向市场化。比如菜鸟与淘宝、阿里云与淘宝之间的服务价格怎么定,会走向市场的方式来解决,而不是“兄弟感情”,这其实是多年内部协作的一个堵点。</p><p><b>三、阿里旗下哪些公司会最快单独上市?</b></p><p>在内部员工看来,这次变革最有想象力,也最让员工关心的地方在于:很多业务独立融资或独立上市可能会加速。</p><p>目前,阿里旗下的<a href=\"https://laohu8.com/S/06808\">高鑫零售</a>、<a href=\"https://laohu8.com/S/00241\">阿里健康</a>、<a href=\"https://laohu8.com/S/01060\">阿里影业</a>都已独立上市。过去这一年,市场曾多次传出盒马正单独融资,阿里云、Lazada考虑单独上市的消息。在内部员工看来,这些虽然还没有时间表,但单独上市的可能性大大提升。</p><p>阿里巴巴集团董事长兼CEO张勇说,与其把阿里多样化的业务放在一个锅(指上市载体)里,还不如一个业务具备了条件,就果断让它单独面向资本市场。</p><p>他说,希望阿里巴巴未来能够长出来若干个上市公司,若干家上市公司下面经过几年又能够再生儿育女,又出来更多的几家上市公司。这样的话,阿里巴巴的业务才是真正在走向繁荣。</p><p><b>四、阿里为什么要做如此大的组织变革?</b></p><p>阿里管理层人士说,实际上,为了这次变革,张勇已经酝酿2-3年。张勇自己也表示,这次改革是水到渠成的结果。</p><p>一个共识是:阿里巴巴的业务越来越多,也越来越复杂,其中,既有以淘宝天猫为代表的电商成熟业务,银泰、大润发等线下零售业务,还有饿了么、菜鸟等涉及灵活用工形式的业务,夸克、瓴羊这种新成立不久的创新业务,大家处在不同的产业、不同的赛道,也处于不同的生命周期。</p><p>早在2020年,张勇就在内部多次提出,以阿里的体量和复杂程度,任何一刀切的策略都是极其有害的。为此,他在阿里推行了多元治理结构下的经营责任制。简而言之,每个业务按照自己独立的经营策略跑起来,自己决策,自己承担责任,而不是“缺资源,问集团要,做市场决策,听集团的。”</p><p>2021年12月,阿里宣布成立4个业务板块,分别由4个大总裁代表集团分管。随后,盒马、飞猪、饿了么等业务分别成为独立的环路公司,有自己单独的薪酬、福利、预算和员工期权激励机制,“所有这些改革都是铺垫。今天我们在过去的基础上,往前再跨一大步。”张勇说。</p><p>他在信里说,让组织变敏捷,让决策链路变短,让响应变快,是这次变革的初衷和根本目的。</p><p><b>五、变革后,阿里会怎么样?</b></p><p>此次变革无疑是一次大动作,有人认为这体现了阿里的魄力,有人说,阿里到了不得不改的时候。</p><p>从业绩表现来看,目前,阿里的核心电商业务面临着激烈的市场竞争,阿里云从三位数高增长降至3%,阿里的市值也从最高的将近9000亿美元缩水70%多。有业内人士表示,此次调整,能否让阿里业务重回高增长,还有待观察,但有变化就是好事情。</p><p>实际上,以生产关系的调整驱动生产力的释放,是阿里巴巴一贯以来的做法。阿里历史上多次组织变革,都让阿里业务获得了更大的发展,并引领了整个行业。</p><p>2004年,支付宝从淘宝剥离,成为一家单独的公司,之后长出了<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>。2011年6月,淘宝网一拆为三(一淘网、淘宝网和淘宝商城),由此长出了天猫。2012年7月,阿里推出“七剑下天下”,由此长出了阿里巴巴的外部电商生态。</p><p>有业内人士表示,阿里巴巴这次改革是一次对自己的革命,是对超大型公司如何更好治理的又一次重要探索。如果这条路行得通,可能产生“组织一变天地宽”的效果,创生新的天猫、阿里云;如果这条路行得通,不排除未来有更多公司跟进,成为大型平台企业发展新模式。</p></body></html>","source":"36k","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>五问阿里24年来最重要的组织变革</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n五问阿里24年来最重要的组织变革\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-28 19:05 北京时间 <a href=https://36kr.com/p/2190922340401281><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>阿里巴巴将走向组织治理的全新阶段,构建「1+6+N」的组织结构。3月28日,阿里巴巴集团董事会主席兼首席执行官张勇发出一封全员信,宣布启动阿里巴巴24年来最重要的组织变革。阿里巴巴将走向组织治理的全新阶段,构建“1+6+N”的组织结构:在阿里巴巴集团之下,设立阿里云智能、淘宝天猫商业、本地生活、国际数字商业、菜鸟、大文娱等6大业务集团和多家业务公司。具备条件的业务集团和公司,都有独立融资和上市的...</p>\n\n<a href=\"https://36kr.com/p/2190922340401281\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22","relate_stocks":{"01060":"阿里影业","BK4503":"景林资产持仓","V03.SI":"创业公司","BK4122":"互联网与直销零售","5RE.SI":"智能","00241":"阿里健康","BK4502":"阿里概念","BK1521":"挪威政府全球养老基金持仓","09988":"阿里巴巴-SW","BK1586":"云计算","BK6062":"电子制造服务","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU1688375341.USD":"贝莱德中国灵活股票基金","BK6511":"医疗保健服务概念","BK4504":"桥水持仓","06808":"高鑫零售","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","BK4548":"巴美列捷福持仓","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","BK1142":"互联网与直销零售","BK4565":"NFT概念","BK4526":"热门中概股","LU0651946864.USD":"贝莱德新兴市场股票收益A2","QNETCN":"纳斯达克中美互联网老虎指数","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","BK4588":"碎股","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","06688":"蚂蚁集团","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 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A-SGD","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","LU0048580855.USD":"富达大中华区A","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4587":"ChatGPT概念","BK4558":"双十一","BK4575":"芯片概念","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BABA":"阿里巴巴","BK4538":"云计算","BK4527":"明星科技股","BK4579":"人工智能","LU1051768304.USD":"贝莱德新兴市场股票收益A6"},"source_url":"https://36kr.com/p/2190922340401281","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322256859","content_text":"阿里巴巴将走向组织治理的全新阶段,构建「1+6+N」的组织结构。3月28日,阿里巴巴集团董事会主席兼首席执行官张勇发出一封全员信,宣布启动阿里巴巴24年来最重要的组织变革。阿里巴巴将走向组织治理的全新阶段,构建“1+6+N”的组织结构:在阿里巴巴集团之下,设立阿里云智能、淘宝天猫商业、本地生活、国际数字商业、菜鸟、大文娱等6大业务集团和多家业务公司。具备条件的业务集团和公司,都有独立融资和上市的可能性。阿里巴巴集团则将全面实行控股公司管理。消息一出,外界高度关注,疑问也随之而来。这次组织变革意味着什么?为什么要变?阿里旗下哪些公司可能最快单独上市?一、阿里此次组织变革的核心变化是什么?此次组织变革给阿里带来的核心变化有4个:第一,阿里巴巴将构建“1+6+N”的组织结构:1个阿里巴巴集团+6个业务集团(阿里云智能、淘宝天猫商业、本地生活、国际数字商业、菜鸟、大文娱)+N个业务公司(阿里健康、高鑫零售、银泰商业、盒马、夸克等)。第二,以后,阿里旗下的每个业务更像一家单独的创业公司。人、财、事全面独立,每个业务对自己的业务结果负总责。具备条件的业务集团和业务公司,都可以独立融资和独立上市。第三,阿里巴巴集团全面实行控股公司管理。张勇继续作为集团董事会主席兼CEO,统管战略。第四,阿里集团的中后台职能部门将全面做轻、做薄,相应能力会有序吸收进各业务集团/业务公司,或者以专业服务公司的形式存在。二、阿里巴巴集团和各个业务集团/公司的关系是什么?阿里人士说,这次变革,是从顶层着手进一步理顺阿里巴巴的组织治理关系。阿里巴巴作为一个上市公司主体,不会变化,各个业务集团/公司的业绩将继续合并报表。以后,阿里巴巴集团会更像一个相对超脱的控股集团,运营重心会从具体业务抽离出来,将精力更多投向投资、创新、孵化,“孩子大了,还是要走出去,去独立面对市场。阿里巴巴集团更像一个大底座,来给他们做好支撑。”阿里旗下的各个业务集团和公司都会成立各自的董事会,实行董事会领导下的CEO负责制,业务自主决策权将大大加强,每年的业务规划、市场响应、预算、薪酬福利都将自己决定,独自面向市场。有内部人士猜测,以后,阿里旗下各业务之间的合作或许也将走向市场化。比如菜鸟与淘宝、阿里云与淘宝之间的服务价格怎么定,会走向市场的方式来解决,而不是“兄弟感情”,这其实是多年内部协作的一个堵点。三、阿里旗下哪些公司会最快单独上市?在内部员工看来,这次变革最有想象力,也最让员工关心的地方在于:很多业务独立融资或独立上市可能会加速。目前,阿里旗下的高鑫零售、阿里健康、阿里影业都已独立上市。过去这一年,市场曾多次传出盒马正单独融资,阿里云、Lazada考虑单独上市的消息。在内部员工看来,这些虽然还没有时间表,但单独上市的可能性大大提升。阿里巴巴集团董事长兼CEO张勇说,与其把阿里多样化的业务放在一个锅(指上市载体)里,还不如一个业务具备了条件,就果断让它单独面向资本市场。他说,希望阿里巴巴未来能够长出来若干个上市公司,若干家上市公司下面经过几年又能够再生儿育女,又出来更多的几家上市公司。这样的话,阿里巴巴的业务才是真正在走向繁荣。四、阿里为什么要做如此大的组织变革?阿里管理层人士说,实际上,为了这次变革,张勇已经酝酿2-3年。张勇自己也表示,这次改革是水到渠成的结果。一个共识是:阿里巴巴的业务越来越多,也越来越复杂,其中,既有以淘宝天猫为代表的电商成熟业务,银泰、大润发等线下零售业务,还有饿了么、菜鸟等涉及灵活用工形式的业务,夸克、瓴羊这种新成立不久的创新业务,大家处在不同的产业、不同的赛道,也处于不同的生命周期。早在2020年,张勇就在内部多次提出,以阿里的体量和复杂程度,任何一刀切的策略都是极其有害的。为此,他在阿里推行了多元治理结构下的经营责任制。简而言之,每个业务按照自己独立的经营策略跑起来,自己决策,自己承担责任,而不是“缺资源,问集团要,做市场决策,听集团的。”2021年12月,阿里宣布成立4个业务板块,分别由4个大总裁代表集团分管。随后,盒马、飞猪、饿了么等业务分别成为独立的环路公司,有自己单独的薪酬、福利、预算和员工期权激励机制,“所有这些改革都是铺垫。今天我们在过去的基础上,往前再跨一大步。”张勇说。他在信里说,让组织变敏捷,让决策链路变短,让响应变快,是这次变革的初衷和根本目的。五、变革后,阿里会怎么样?此次变革无疑是一次大动作,有人认为这体现了阿里的魄力,有人说,阿里到了不得不改的时候。从业绩表现来看,目前,阿里的核心电商业务面临着激烈的市场竞争,阿里云从三位数高增长降至3%,阿里的市值也从最高的将近9000亿美元缩水70%多。有业内人士表示,此次调整,能否让阿里业务重回高增长,还有待观察,但有变化就是好事情。实际上,以生产关系的调整驱动生产力的释放,是阿里巴巴一贯以来的做法。阿里历史上多次组织变革,都让阿里业务获得了更大的发展,并引领了整个行业。2004年,支付宝从淘宝剥离,成为一家单独的公司,之后长出了蚂蚁集团。2011年6月,淘宝网一拆为三(一淘网、淘宝网和淘宝商城),由此长出了天猫。2012年7月,阿里推出“七剑下天下”,由此长出了阿里巴巴的外部电商生态。有业内人士表示,阿里巴巴这次改革是一次对自己的革命,是对超大型公司如何更好治理的又一次重要探索。如果这条路行得通,可能产生“组织一变天地宽”的效果,创生新的天猫、阿里云;如果这条路行得通,不排除未来有更多公司跟进,成为大型平台企业发展新模式。","news_type":1},"isVote":1,"tweetType":1,"viewCount":702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607397932,"gmtCreate":1639486294256,"gmtModify":1639486294256,"author":{"id":"3547724333448992","authorId":"3547724333448992","name":"jay_1055","avatar":"https://static.tigerbbs.com/ef82001227219be38cbb51c19ee6fe16","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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