马云在浙商大会的演讲

YIXIAWEIMAYUNYANJIANGQUANWEN:GEWEIZHESHANGDAIBIAO,DAJIAHAO!LIANGNIANYIDUDEZHESHANGDAHUI,YIJINGCHENGWEIZHESHANGYIQISIKAO、JIAOLIU、XUEXIHETANTAODEZHONGYAOSHIJIAN。XIANZAIDESHIJIEZHENGZAIFASHENGJULIEDEBIANHUA,JISHUYEZAIFASHENGKUAISUDEBIANHUA,ZHONGGUOJINBUYESHIFEICHANGSHENSU。SUOYOUZHEIXIEBIANHUA,DOUHUISHENKEDEYING

YIXIAWEIMAYUNYANJIANGQUANWEN:

GEWEIZHESHANGDAIBIAO,DAJIAHAO!

LIANGNIANYIDUDEZHESHANGDAHUI,YIJINGCHENGWEIZHESHANGYIQISIKAO、JIAOLIU、XUEXIHETANTAODEZHONGYAOSHIJIAN。

XIANZAIDESHIJIEZHENGZAIFASHENGJULIEDEBIANHUA,JISHUYEZAIFASHENGKUAISUDEBIANHUA,ZHONGGUOJINBUYESHIFEICHANGSHENSU。SUOYOUZHEIXIEBIANHUA,DOUHUISHENKEDEYINGXIANGDAOWOMENMEIYIJIAQIYE,YINGXIANGDAOWOMENZHESHANG。MINGTIANDAODIWOMENDEQIYENENGZOUDAONAYIBU,GUANJIANZAIYANGUANG,DUIWEILAIDEPANDUAN,SHIBUSHINENGGOUKANDAOBIANHUA,SHIFOUNENGGOUBAWOBIANHUA。

ZUIJINYIDUANSHIJIANLAI,WOXIANGXINSUOYOUDEQIYEDOUDANXINJINGJI,DOUDANYOUWEILAIJINGJIDEZOUXIANG,DOUDANXINZIJIDEQIYESHIBUSHINENGGOUZOUGUOZHEIYIGUAN。WOMENSIHUDOUZAIQIPANYIXIESHIQING,DOUZAIDENGDAIYIXIESHIQING。DANSHIQIPANHEDENGDAIHAIBURUZIJICAIQUGENGDUODEXINGDONG。QISHIRENMENHENRONGYIBEISHEHUISUOYINGXIANG,DAJIASHUOBUHAODESHIHOUNIXINQINGJIUBUHAO。QISHIDAJIASHUOBUHAODESHIHOU,NIZHEIGESHIHOULENGJINGSHIKEYIKANDAOHENDUODEJIHUI。

WOZAIZHEIERMEIYOUWEIALIBABAHESHUANG11ZUOXUANCHUAN,DANSHIGANGGANGGUOQUDESHUANG11ZHANXIANLEYIXIEHENYOUYISIDEXIANXIANGHEBIANHUA,WOXIANGJIDAJIAYIXIEQIFA,YINWEIZHEILIMIANYEYINZHENGLEWOMENDUIYIXIEWENTIDEKANFA。

前天双11的数字是超过预期的,超过了大家对今天经济形势的预判。华尔街有一个预测,说双11大概会增长20%左右,说明中国的消费不振,中国经济在衰退。但是我们的数据实际上增长了25.7%。甚至还有人猜测,这些数据是不是作假。我向大家保证,在数据时代、在互联网+时代,每一分钱都极其之准确。

JINGUANZHEIYANG,DANSHIWOXIANGGAOSUDAJIADESHI,JINNIANSHUANG11QISHIHAIKEYIGENGHAOYIDIAN。QIZHONGYOULIANGGEYUANYIN,YIGESHITIANQITAIRE,TIANQIYILENG,FUZHUANGCAIHUIMAIDEHAOYIDIAN,CONGZHEJIANGDESHUZILAIKAN,BUSHITAIHAO,QUNIANSHIDIER,JINNIANBIANCHENGDISAN,ZHUYAOSHIDONGTIANYIFUMEIQIDONG。LINGWAIYIDIAN,ZHEICISHUANGSHIYISHIZHOUYI, BUNENGAOYE,SUOYIWOMENXIWANGWEILAISHUANG11,GUOJIAKEYIYOUBANTIANFANGJIA。

2019NIANDE2684YIHE2009NIANDEZHIYOU0.5YIXIANGBI,10NIANZENGZHANGLE5000BEI。BAOGUOYOU12.9YIGE,SHIMEIGUOYIGEBANYUEDEBAOGUOLIANG,YEXIANGDANGYU2007NIANZHENGGEGUOJIAYINIANDEBAOGUOLIANG。XIANZAI,ZHENGGEZHONGGUOYINIANDEBAOGUOLIANGYIJINGDADAO600YIGE,MEIYINIANZENGJIAYIGEMEIGUODELIANG。

DANQISHIWOGERENJUEDE,SHUANG11BUSHIALIBABADECHENGGONG,SHIJISHANGSHUANG11DECHENGGONGSHIZHONGGUONEIXUDECHENGGONG。JINTIANZHONGGUOJINGJIBIJIAOKUNNAN,DANSHINEIXUJILEWOMENJUDADEXINXIN。ZHONGGUODENEIXUYIZHIMEIYOUBEIWAJUE,WOMENJINTIANZAIZHEIERKANDAODENEIXU,ZHISHIGANGGANGQIDONG。ZHONGGUODENEIXUSHIYIGEQIANZAINANFENG、BAINIANBUYUDEJINKUANG。WOYEXIANGGENDAJIAJIANG,GUOQUDESANJIAMACHE,WOMENZHUANZHUZAIJICHUSHESHITOUZI、CHUKOU,ZHEILIANGGEZHENGFUKEYIZUODEHENHAO,DANNEIXUYAOKAOQIYE,KAOSHICHANGJINGJIQUDONGZUOQILAI。

CONGJINTIANDEXINGSHIKANLAI,WULUNSHIZHENGFUHAISHIQIYE,BAOKUOWOMENZIJI,SUOYOUZAIZUODEREN,WOMENDOUMEIYOUZHENZHENGRENSHIDAONEIXUDEQIANLI,NEIXUDUIJINGJIDEYINGXIANG。WOMENMEIYOUCONGSHENGCHANGUANXISHANGJINXINGDIAOZHENG,JINTIANGUOJIAHENDUODEBUMENSHEZHI,GEDISHENGZHENGFU,BAOKUOWOMENQIYENEIBUDEZHIDU、TIZHIHEBUMENDESHEZHI,YIRANHAISHIANZHAOYUANLAIDEJICHUSHESHIJIANSHE、CHUKOUWEIDAOXIANG。JINTIANDESHUANG11QISHIZHISHIJISHAOSHUDEQIYEYONGBAOLEBIANHUA,GAIBIANLEZIJI,SHIYINGLESHICHANG,ZHIYOUSHAOSHUQIYEQUDELEJUDADECHENGGONG。JIARUWOMENSUOYOUDEQIYEZHENZHENGGENJUXUQIUGAIBIANZIJI,NEIXUSUODAILAIDEJINGJIQIANLIKONGJIANJUDA。

SHUANG11DESHUZIQISHIBINGBUGUANJIAN,GUANJIANSHISHUZIBEIHOUZHENZHENGDELILIANG,JISHUDELILIANG,ZHONGGUOZHIZAOYECHUANGXINDELILIANG,SHANGJIAQIUBIANDELILIANG。SUOYIWOGERENRENWEI,SHUANG11BUSHIYIGESHUZIDESHENGHUI,ERSHIYIGECHUANGXINLILIANGDESHENGHUI。

LINGWAI,HENDUORENFANDUIDIANSHANG,WOJINTIANYIJINGBUZUODIANSHANGLE,DIANSHANGBENSHENZAIALIBABAYIJINGCHENGWEIYIGECHUANTONGDEYEWU。DANSHI,DIANSHANGJIZHONGGUODAILAIDEJUDABIANHUA,HENDUOQIYEBINGMEIYOUSHENKERENSHIDAO。

第一、电商所带动的新技术大力的支持了实体经济的发展。大家知道,今年光阿里巴巴的电商会卖将近1万亿美元,其中80%以上的产品都是中国实体经济所生产出来的。如果没有电商这个渠道,很难想象这些企业的产品能够卖出去。今天既然已经有这么好的渠道营销,我们浙商要好好利用。

第二、物流业的奇迹。中国的物流成本是世界上最贵的,但是中国拥有全世界最好的机场、最好的高铁、最好的高速公路,我们在物流基础设施上的投资是最大的,但是我们的物流成本却是最高的。但是,在短短十年以内,通过市场的力量、民营企业的力量,建立起全世界最强大最先进的物流体系。今天,这个快递物流体系一年能够承受600亿只包裹。

第三,支付的奇迹。在传统的银行以外,建立了现代强大的移动支付体系。由于大数据、AI的应用,整个双11期间中小企业获得备货所授的贷款超过3000亿元。

LINGWAI,DUIFANGDICHANXINGYEYEYOUJUDADEGAIBIAN。YUANLAISHIZHONGXINDESHANGPUTEBIEGUI,CHUXIANDIANSHANGYIHOU,SHANGPUDEJIAGEXIAJIANG,YONGSHICHANGDESHOUDUANJIANGDILEFANGDICHAN。XIWANGWOMENGUOJIAHAISHIYAOGAODUZHONGSHIFANGDICHANXINGYEDEFAZHAN,YINWEITASHIDAIDONGZHENGGEJINGJILIANTIAODEZHONGYAOYINSU,TONGGUOSHICHANGSHOUDUANLAIWANSHAN。

SUOYIWOXIANG,WEILAIWOMENMIANLINSANGEJUDADEBIANHUA:DIYISHIJISHUBIANGE。JISHUBIANGEYIDINGHUIDAILAIJINRONGBIANGE,DAILAIWULIUBIANGE,SHENGCHANFANGSHIDEBIANGEHEJIAOYIFANGSHIDEBIANGE。

DIERSHIWEILAISHINIAN,SHIJIEDEMAOYIYOUXIGUIZEHUIFASHENGBIANHUA,SHUZIHUOBIDAILAIJINRONGTIXIDEBIANHUA,SHIJIEGEJUHUIYINWEIJISHUFASHENGBIANHUA。

DISANSHIZHONGGUOYIJINGCONGCHUKOUXINGGUOJIABIANCHENGXIAOFEIXINGDEGUOJIA,ZHEIGEBIANGEYEHUIFEICHANGZHIDA。

所以,对于我们浙商自己,我想在现在新的经济形势下,我还是要强调未来观、全球观和全局观。未来观,我们必须要拥抱高ope体育电竞官方网站,未来不是属于互联网+ope体育电竞官方网站的,数字经济势不可当,未来属于拥抱数字经济,拥抱互联网+经济的企业。未来不是所有的企业都要转型,但未来所有的企业都必须升级。

DIERSHIWOMENBIXUYAOCONGCHUKOUDAOXIANGZOUXIANGXIAOFEIDAOXIANG,ZHESHANGSHICONGCHUKOUDAOXIANGZHONGFAZHANQILAIDE,RUGUOBUBIANCHENGYIXIAOFEIWEIDAOXIANG、YINEIXUWEIDAOXIANG,HENDUOZHESHANGKENDINGHUISI。JINTIANZHONGGUODEXIAOFEIZHULISHIXIAOZHENQINGNIAN,JINNIANSHUANG11SANSIWULIUXIANCHENGSHIDEXIAOFEIRENQUN、XIAOFEIJINEDEZENGSUDIYICITONGSHICHAOGUOLEYIERXIAN,WANGSHANGGOUWUDEXINZENGYONGHU60%DAO70%LAIZIYUSANSIWUXIANCHENGSHIHENONGCUN,MEIGUOYONG3YIRENKOUQIAODONGLEQUANQIUJINGJI,ZHONGGUOYOU14YIRENKOU、3YIZHONGDENGSHOURURENQUN,YIDINGNENGGOUQIAODONGZHONGGUOJINGJI,BINGQIEDAIDONGSHIJIEJINGJI。TOUZI、CHUKOUWORENWEISHIZHENGFUDEQIANGXIANG,XIAOFEIJINGJISHIQIYEDEQIANGXIANG。QIYEDEYANJINGYAOCONGWAIKANXUNSUBIANCHENGCONGNEIKAN,YAOZUOHAOBENTUJINGJI,ZHEIBISHENMEDOUZHONGYAO。

DISANSHIYAOFAZHANXIANJINZHIZAOYEHEXIANDAIFUWUYE。GUOQU40NIAN,ZHONGGUOCHENGWEIZHIZAODAGUO,ZHESHANGPINGZHIZAONENGLIZOULETIANXIA。JINHOU,ZHESHANGYAOPINGXIANJINDEZHIZAOYEHEXIANDAIFUWUYEZOUTIANXIA。SUOYI,WOMENXIWANGZHESHANGNENGGOUZHENZHENGDEGUANZHUYIDAIYILU,RONGRUYIDAIYILU。XINYILUNQUANQIUHUAZHENGZAIXINGCHENG,XINDEMAOYIXINGTAI、MAOYIGUIZE、MAOYIJIYUWEILAISHINIANYINEIYIDINGHUICHUXIAN。QUANQIUMAOYIJIANGHUIYIXIAOFEIZHEWEIQUDONG,YIANXUDINGZHIDEXINZHIZAOWEIQUDONG,WEILAIDEJIZHUANGXIANGMAOYIJIANGHUIBIANCHENGYIGEYIGEBAOGUO。SHINIANYIQIAN,WOMENB2BDEDINGDANPINGJUNYIDANHUOZHISHI5WANMEIJIN,XIANZAIALIBABAB2BDEDINGDANYIDANYIJINGXIAJIANGDAOLE5000MEIJIN,HENYOUKENENGWEILAIQUANQIUMAOYIMEIGEDINGDANSHI500MEIJIN,SHENZHI200MEIJIN。GUOQU,QUANQIUHUASHIDAQIYEWEIZHUDAO,WEILAIQUANQIUHUASHIHAOQIYEZHUDAO,ZHIYOUCHANPINHAO、FUWUHAO、TIYANHAO、WEITARENHAODEQIYECAINENGZOUDEGENGHAO。SUOYI,JINTIANWULUNNAGEGUOJIA,DOUYAOSIKAOYIGEWENTI,XINJISHU、XINDEMAOYIGEJU、XINDESHIJIEGEJUCHUXIANYIHOU,MEIGEGUOJIABIXUDIAOZHENGZIJIDESHENGCHANGUANXIQUSHIYINGXINDESHENGCHANLI。NAGEGUOJIANENGGOUDIAOZHENGZIJIDESHENGCHANGUANXI,NAGEopeTIYUDIANJINGGUANFANGWANGZHANNENGGOUDIAOZHENGZIJINEIBUDESHENGCHANGUANXI,JIUNENGGOUBAWOWEILAI。WOMENYAOZHENZHENGRENSHIDAO,WOMENDEJINGJIZHENGZAIFASHENGGENBENXINGDEBIANHUA,WOMENYIJINGBUNENGANZHAOYUANLAIDESHIYINGTOUZI、CHUKOUDENEIYITAOQUSHIYINGYIXIAOFEIWEIZHUDEJINGJI。

SUOYI,WOYEXIWANGJISHEHUIGEJIEYIXIEJIANYI,HESUOYOUGUANZHUJINGJIDERENFENXIANGYIXIESIKAO。JINGJIFAZHANYAOZHUANJIA、XUEZHE、JIANGUANXIETONGQILAI,HEZAIYIQI,JIANGUANBUJINJINYAOTINGJINGJIXUEJIA,YEYAOTINGTINGQIYEJIA。

所以我的建议:第一,我们建议大力发展现代金融。我们金融不是简单的宽松、发钱,也不是简单的紧缩财政、收钱,而是需要改革落后的金融体系,建立面向未来的新型金融体系。中国金融的主动脉做得非常好,但是中国金融缺乏毛细血管系统。我们必须要建立面向未来的现代金融体系,支撑整个中国未来以消费为驱动的经济。今天的高速公路,不是基于村镇公路建设,高铁也不是基于绿皮铁路造出来的,快递不是基于中国邮政的,未来的金融,是面向数字金融的金融,是否一定要按照昨天的金融体系去建,我觉得值得思考。

第二,我们不要把实体经济和虚拟经济对立起来,也不要把实体经济的提法口号化、正确化。什么是实体经济,实体经济是指先进制造业加现代服务业,我们必须要支持先进制造业,也要强化淘汰落后的制造业。真正大力发展现代服务业,因为中国14亿人口,如果不发展现代服务业,中国未来的就业就会有相当大的困难。另外,我们也呼吁各部门真正出台的是政策,而不是文件,以创新服务拉动消费、扩大就业,为主要的拉动手段和目标。

JINGJISHIYAOYUNYINGDE,SHICHANGKAOYUN、JINGJIKAOYING。YUNSHIZIYUANDEFENPEI,YINGSHIXIAOLVDEYISHI。SHICHANGJINGJIBUSHIKAOGUANLI,GUANSHICHULEWENTIJIAOGUAN,LISHICHULELUANSHICAIYAOLI。WOMENYAOYUNYINGWOMENDEJINGJI,XIWANGWOMENDEZHENGCEDUOYIDIAN,WENJIANSHAOYIDIAN。WENJIANHEZHENGCESHIYOUQUBIEDE,WENJIANSHIGUIDINGBUNENGZHEIYANGZUO、BUNENGNEIYANGZUO,ERZHENGCESHIXUYAOSHANGXIALIANDONG,JIFARENDEJIJIXING,JIFARENDENULI,GULIXINSHENGSHIWUDEFAZHAN。SUOYIDUIXINSHENGSHIWU,DUIXIAOFEILADONG、NEIXULADONGDEJINGJI,CHUXIANDEHENDUOXINSHENGSHIWU,YAODUOYIXIEBAOHUSHAOYIXIEXIANZHI。GUIZEBUDENGYUXIANZHI,BIANLICUJINYESHIGUIZEZHONGYAODEYIBUFEN。JIANGUANSHIWEILEJIANKANGFAZHAN,LIKAIFAZHANDEJIANGUANHAOWUYIYI。FAZHANYEBUYIDINGDAILAIFENGXIAN,JIANGUANBUYIDINGJIUMEIYOUFENGXIAN,YOUSHIHOUBUSHIDANGDE、LUOHOUDEJIANGUANYEHUISHISHIJUDADEFENGXIAN。SUOYI,WOMENJINTIANZHIYOUJIANGUANBUMEN,ZHIYOUSHICHANGZHUTI、QIYEJIAMEN、JINGJIXUEJIAMEN,DAJIAGONGTONGNULI,WOMENDEJINGJIMIANDUIGUONEIWAIJIQIFUZADEXINGSHI,YIRANNENGGOUCHONGMANJUDAHUOLI。14YIRENDENEIXU,ZHONGGUOTONGYIDEJINGJITI,ZHONGGUOGUOQUSANSISHINIANTOUXIAQUDEJUDADEJICHUSHESHI,JISHIJIE、JIZIJIDEGUOJIADAILAIDEXIWANGHEQIANTUSHIKONGQIANDE。SUOYI,WOMENXIWANGZHENGFUYICHUANGXINFUWULADONGXIAOFEI、KUODAJIUYEZUOWEIZHUYAODELADONGDESHOUDUANHEMUBIAO,YINWEIWOJUEDEWOMENZHIYOUJIANDINGWOMENZIJIGUOJIADESHICHANG,YIZHONGGUOSHICHANGWEIZHU,WOMENCAIHUIMIANXIANGWEILAI。

JINTIANGANGGANGDAJIATANDAOLECHUANCHENGDEWENTI,KEXUEDEWENTI,WENHUADEWENTI,WORENWEIDOUFEICHANGZHIZHONGYAO。CHUANCHENG,BAOKUOGANGCAIXIAOHEJIANGDAODE,XIAYIDAITIESHANGLEBIAOQIAN。WOZIJIJUEDE,YOUBIAOQIANZONGBIMEIYOUBIAOQIANDERENYUNQIYAOHAOHENDUO。WOMENYAOJIZHEIGEBIAOQIANZHURUXINDEHANYI,XINDEDINGYI。CONGGANGCAIDEDUIHUALAIKAN,WOZUOZAINEIBIANHENGANKAI,20NIAN、10NIANYIQIAN,WOJUEDUIBUHUIXIANGXIANZAIDENIANQINGRENNEIYANGNENGGOUWENCHUZHEIYANGDEWENTI,NENGZHEIYANGTANRANMIANDUISHEHUIDEYALI。SUOYIWOXIANGXIN,ZHONGGUODENIANQINGREN,ZHONGGUODEXIAYIDAI,ZHESHANGDEXIAYIDAI,YIDINGHUICHAOGUOWOMEN。WOMENZAIZUOZIJIDESHIYEDEGUOCHENGZHONG,DUOGUANZHUPEIYANGRENCAI,JIANLIZHIDU,JIANLISHIHEZHEIXIERENCAIFAZHANDEWENHUATIXI,ZHESHANGJIUHUIYOUWEILAI。SUOYI,ZAIJINGJIXINGSHIBUHAODESHIHOU,YOUQIYAOXUEXI、YOUQIYAOJIAOLIU。XUEXIHEJIAOLIU,BUSHIRANGNIQUCHAOXIBIEREN,ERSHIQUSIKAOZIJIDAODIYAOSHENME,YOUSHENME,FANGQISHENMEHEJIANCHISHENME。

XIEXIEDAJIA!



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