9 月 10 日晚，阿里巴巴集团董事会主席蔡崇信发布全员信宣布，已在当日按计划完成集团管理职务交接，由他接任集团董事会主席职务，吴泳铭出任集团 CEO。
值得注意的是，公告还指出，阿里巴巴董事会接受了张勇卸任阿里云董事长与CEO职务的请求，阿里云董事长与CEO即日起将由集团CEO吴泳铭兼任。这与此前公布的调整并不相同，今年6月，张勇曾表示，未来将专职担任阿里云智能集团董事长兼CEO。
历史总是惊人的相似。
2019年9月10日，时任阿里巴巴董事会主席马云宣布退休，由张勇接任。四年后的同一天，权利的指挥棒再次交出，张勇也算完成了他阶段性的使命。
而随着“一号位”的更迭，阿里将正式进入“蔡吴时代”，一场变革的风暴，也将在阿里内部打响。
一、逍遥子“隐退”
提及张勇，蔡崇信用“成绩斐然”四个字高度评价了他过去16年为公司的付出与贡献。此言非虚，回顾阿里的发展史，张勇几乎在公司每一个关键节点中都扮演了重要角色。
时间回拨到2007年，当时张勇在蔡崇信的邀请下加入阿里巴巴，从淘宝网 CFO 起步。彼时的淘宝商城发展并不顺利，迟迟无法盈利，仍要靠烧钱维持平台正常运转，B2C的模式也不被内部看好，几乎可以用奄奄一息来形容。张勇主动请缨，接下了这个烫手山芋。
张勇接手4个月后，淘宝商城恢复独立运营。2009年11月，在张勇的带领下，“双11”横空出世，当年一举拿下5200万元的销售额。2009年底，张勇对外宣布，淘宝已经正式实现了盈利。2012年，淘宝商城更名为“天猫”，从此成为整个淘系的主力之一。
2013年9月，张勇出任阿里巴巴集团首席运营官，全面负责阿里国内和国际业务的运营，并且建立了全球物流平台菜鸟网络，推出天猫国际。在此期间，张勇又推动了一个阿里发展史上又一重要变革——All-in无线，并将手机淘宝确定为阿里巴巴无线战略的突破口。
2015年5月，阿里巴巴新的季报显示，旗下中国零售平台移动端月活跃用户增加到2.89亿，手机淘宝至此成为全世界最大的移动电商平台，张勇再次用数字证明了自己的实力。就在财报发布的当天，马云发表公开信，宣布阿里巴巴集团将全面把领导权移交给张勇，后者接任阿里巴巴集团CEO一职。此后，阿里在张勇的带领下，也迎来了几次重要的战略调整。
2015年12月，张勇发表员工公开信，宣布阿里巴巴进行组织升级，成立中台事业群，组成由“小前台，大中台”互为协同的创新管理模式。这一战略下，盒马、钉钉、淘宝直播等创新业务在大中台的支持下诞生。期间，阿里还完成了对饿了么和高德的收购。
张勇掌权时期，阿里巴巴可谓进入了超级扩张时代，从一个电商公司成长为一个横跨商业、物流、娱乐、云计算、金融科技等各个领域的商业帝国。对于张勇的表现，阿里内部曾有个十分形象的评价：“在高速路上换引擎的人，而且把拖拉机换成了波音747”。
此次卸任，集团也充分肯定了张勇的过往功劳，给予了他阿里史上第一个“功勋阿里人”的荣誉称号。
至于下一步去向，集团和张勇本人并未作出相应说明，但蔡崇信却在公开信中透露了一些线索，他称集团决定投资10亿美金支持张勇设立面向未来的科技基金，协助阿里对未来的科技布局打造更好的生态环境。
今年4月，张勇在接受媒体采访时曾表示，“我个人的爱好绝对不是迎来送往当一个‘吉祥物’，我的工作乐趣来自创造。我跟阿里的年轻管理者常说的一句话就是，‘做一份事业，留下一个作品’。我更在乎后一句，就是留下一个作品，给这个平台、舞台和给自己留下一个作品。亲自下场是我的乐趣”。
也许，张勇正在筹划以投资人的新身份，打造下一个新作品。
二、元老接棒，阿里进入新时代
伴随着张勇的卸任，阿里新的“一号位”浮出水面。
对于蔡崇信、吴泳铭的名字，外界并不陌生。前者曾任阿里集团执行副主席,是阿里二号人物、永久合伙人，后者则同样为“阿里十八罗汉”之一。
从1999年到2013年，蔡崇信在阿里担任了14年的CFO，并在2013年后转任董事会执行副主席。风投机构出身的蔡崇信，可以说是阿里走上专业融资之路的引路人。1998年，蔡崇信曾成功说服高盛领衔的一众机构向阿里投资500万美元，随后又与软银孙正义谈判，拿到两千万美元融资。此外，他还带领阿里巴巴分别在2007年、2014年两次敲开资本市场的大门。
马云曾公开表示，自己最感谢四个人——孙正义、金庸、蔡崇信、杨致远，如果非得选一个最需要感谢的，那就是蔡崇信。
与蔡崇信不同，阿里巴巴集团新任首席执行官吴泳铭则是技术出身，是“阿里十八罗汉”之一，也是集团第一代程序员，曾担任过B2B、淘宝、支付宝等多个重要业务的首席技术官，领导构建了相关业务的底层技术架构。
根据公开信介绍，吴泳铭曾带领创建了集团的核心业务阿里妈妈平台，创新孵化了手机淘宝推动了集团的无线化，在公司内有极强的号召力。
此次二人出山，相当于是阿里的指挥棒再次回到了昔日元老手中。那么，张勇又给蔡、吴二人留下了一个怎样的江山？
我们可以从2023 年3 月 28 日是阿里的巨变开始讲起。
这一天，阿里宣布组织架构大调整，张勇发布内部全员信，宣布启动“1+6+N”组织变革：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、大文娱等六大业务集团和多家业务公司，并分别建立各业务集团和业务公司的董事会，实行各业务集团和业务公司董事会领导下的CEO负责制。
在“1+6+N”新架构中，“1”是指阿里巴巴集团，将从过去对旗下业务人、财、事全面管理的统管模式，全面转向控股模式，以股东身份参与旗下各业务集团、业务公司董事会，行使股东权利、履行股东义务，确保遵从上市公司的各项合规要求。
“6”阿里云智能、淘宝天猫商业、本地生活、菜鸟、国际数字商业、大文娱这6家业务集团。“N”是指其他单列的业务公司，包括盒马、银泰商业等，以及阿里巴巴集团未来可能新创设或投资的公司。
云智能集团依然由张勇负责；淘宝天猫商业集团，戴珊（花名：苏荃）任 CEO。主要业务包括国内电商业务大淘宝（淘宝、天猫、阿里妈妈）、B2C 零售事业群、社区团购业务淘菜菜、淘特和国内贸易（CBU）等；本地生活集团，俞永福担任 CEO。主营业务包括高德、饿了么；菜鸟集团，万霖担任 CEO；国际数字商业集团，蒋凡任 CEO；主要业务包括东南亚电商平台 Lazada、帮助商家在海外卖货的全球速卖通（AliExpress）、国际贸易（ICBU）等；大文娱集团，樊路远（花名：木华黎）任 CEO。
变革后的阿里，财务主体和法律主体依然不变，但新成立的六大业务集团可以分拆独立上市。
今年 6 月，已有消息称阿里云正在 IPO，盒马也最快于 11 月上市。但据金融界 9 月 11日消息称，其 IPO 被搁置，盒马对此不予置评。张勇曾负责的阿里云上市继续推进。
在最初变革后的5个月，阿里发出了2024 财年第一季度财报，张勇还是在离开前交了一份还算不错的成绩单。
8月 10日，一季度财报显示，该季度阿里巴巴营收为2341.56亿元，同比增长14%，高于过去四个季度-0.09%、3%、2%、2%的增速；归属于普通股股东的净利润为343.32亿元，同比增长了50.98%，非公认会计准则下净利润为449.22亿元，同比增长了48%。
除了阿里巴巴整体的营收利润情况介绍外，该财季还按照拆分后六大业务板块分别作了业绩说明。其中，最为出彩的当属国际数字商业、菜鸟及张勇曾负责的阿里云业务。
一季度阿里云业务营收利润双双增长。财报显示，云智能集团收入同比增长4%至251.23亿元，经调整EBITA（未计利息、税项、折旧及摊销前的利润）同比增长106%。虽然4%的增幅并不高，但张勇也强调，随着疫情的退去，云业务也正在经历线上办公需求下降带来的冲击。
无论是张勇从马云手里接过董事局主席和 CEO 的职位，还是掌管阿里云，亦或是宣布“1+6+N”组织架构变革，或许都是被市场变化和公司发展推着往前走。
当然，此次张勇的离开，阿里也给足了体面。
张勇离开后，阿里老人蔡崇信、吴泳铭面临的局势，依然不容松懈。以下为9月10日蔡崇信致阿里巴巴全员信——
翻译：
On the evening of September 10, Tsai Chongxin, chairman of the Board of directors of Alibaba Group, issued a letter announcing that the transfer of management positions of the group had been completed as planned on the same day, and he took over the position of chairman of the Board of directors of the Group, and Wu Yongming served as the CEO of the Group.
It is worth noting that the announcement also pointed out that Alibaba’s board of directors accepted Zhang Yong’s request to step down as chairman and CEO of Alibaba Cloud, and the chairman and CEO of Alibaba Cloud will be concurrently held by Group CEO Wu Yongming from now on. This is not the same as the previously announced adjustment, in June this year, Zhang Yong said that the future will be full-time as Ali Cloud Intelligence Group chairman and CEO.
History is strikingly similar.
On September 10, 2019, Jack Ma, then chairman of Alibaba’s Board of directors, announced his retirement and was succeeded by Zhang Yong. On the same day four years later, the baton of power was handed over again, and Zhang Yong completed his phased mission.
With the change of the “No. 1 position”, Ali will officially enter the “CAI Wu era”, and a storm of change will also start inside Ali.
The “retirement” of the Peripacho
Referring to Zhang Yong, Tsai Chongxin spoke highly of his efforts and contributions to the company in the past 16 years with the words “outstanding achievements”. This is true, looking back on Ali’s history of development, Zhang Yong has played an important role in almost every key node of the company.
Back in 2007, Zhang joined Alibaba at Tsai’s invitation, starting as CFO of Taobao. At that time, the development of Taobao mall was not smooth, unable to make profits, still rely on burning money to maintain the normal operation of the platform, B2C model is not optimistic about the internal, almost can be described as dying. Zhang Yong volunteered to take over the hot potato.
Four months after Mr Zhang took over, Taobao Mall resumed independent operations. In November 2009, under the leadership of Zhang Yong, “Double 11” was born. And the sales volume of 52 million yuan was won in one fell swoop. At the end of 2009, Zhang Yong announced that Taobao had officially achieved profitability. In 2012, Taobao Mall changed its name to “Tmall” and has since become one of the main forces of the entire Taobao system.
In September 2013, Zhang Yong became the chief operating officer of Alibaba Group, with overall responsibility for the operation of Alibaba’s domestic and international businesses, and established the global logistics platform Cainiao Network and launched Tmall International. During this period, Zhang Yong promoted another important change in the history of Ali’s development – All-in wireless, and identified mobile Taobao as a breakthrough in Alibaba’s wireless strategy.
In May 2015, Alibaba’s new quarterly report showed that
In May 2015, Alibaba’s new quarterly report showed that its Chinese retail platform mobile monthly active users increased to 289 million, mobile Taobao has become the world’s largest mobile e-commerce platform, Zhang Yong once again proved his strength with numbers. On the same day as the earnings report was released, Ma Yun issued an open letter announcing that Alibaba Group would hand over full leadership to Zhang Yong, who took over as CEO of Alibaba Group. Since then, Ali, under the leadership of Zhang Yong, has also ushered in several important strategic adjustments.
In December 2015, Zhang Yong published an open letter to employees, announcing that Alibaba would upgrade its organization and set up a middle and Taiwan business group to form an innovative management model that is coordinated by “small front desk, big middle and Taiwan”. Under this strategy, innovative businesses such as Hema, Dingding, and Taobao Live streaming were born with the support of Dazhong Taiwan. During the period, Ali also completed the acquisition of Ele. me and Autonavi.
During Zhang’s reign, Alibaba entered an era of super expansion, growing from an e-commerce company to a business empire spanning commerce, logistics, entertainment, cloud computing, financial technology and other fields. For Zhang Yong’s performance, Ali had a very image evaluation. “The person who changed the engine on the highway, and changed the tractor to a Boeing 747.”
This time, the group also fully affirmed Zhang Yong’s past merit and gave him the honorary title of the first “Meritorious Ali” in Ali history.
As for the next step, the group and Zhang Yong himself did not make a corresponding explanation. But Tsai Chongxin revealed some clues in the open letter. He said that the group decided to invest $1 billion to support Zhang Yong to set up a future-oriented science and technology fund to help Ali create a better ecological environment for the future layout of science and technology.
In April this year, Zhang Yong said in an interview with the media, “My personal hobby is definitely not to be a mascot, my work pleasure comes from creation.” One of the things I often say to Ali’s young managers is, ‘Do a career, leave a work.’ I care more about the latter sentence. That is, to leave a work, to this platform, the stage and to leave a work for myself. It’s my pleasure to go down in person.”
Perhaps, Zhang Yong is planning to create the next new work as an investor.
The elder took the baton, Ali entered a new era
With the resignation of Zhang Yong, Ali’s new “No. 1 position” surfaced.
The names of Tsai Chongxin and Wu Yongming are not unfamiliar to the outside world. The former was the executive vice chairman of Ali Group, is Ali’s number two, permanent partner, the latter is also one of the “Ali eighteen Arhats”.
From 1999 to 2013, Tsai served as Alibaba’s CFO for 14 years and became executive vice chairman of the board after 2013. Tsai Chongxin, a venture capital institution, can be said to be Ali’s path to professional financing. In 1998, Tsai persuaded a group led by Goldman Sachs to invest $5 million in Alibaba. And then negotiated with SoftBank Masayoshi Son for $20 million in financing. In addition, he also led Alibaba to knock on the door of the capital market twice in 2007 and 2014.
Ma Yun has publicly said that he is most grateful to four people – Sun Zhengyi, Jin Yong, Tsai Chongxin, Yang Yang, if you have to choose one of the most need to thank, that is Tsai Chongxin.
Unlike Tsai, Wu Yongming, the new CEO of Alibaba Group, is a technical background, is one of the “eighteen Arrohan of Ali”. And is also the first generation of programmers of the group. He has served as the chief technology officer of B2B, Taobao, Alipay and other important businesses. And led the construction of the underlying technical architecture of related businesses.
According to the open letter, Wu Yongming led the creation of the group’s core business, Ali Mother platform, innovative incubation of mobile phone Taobao to promote the group’s wireless, within the company has a strong appeal.
The two men came out of the mountain, which is equivalent to Ali’s baton once again returned to the hands of the former elders. So, what kind of legacy did Zhang Yong leave for CAI and Wu?
We can start by saying that March 28, 2023 is a great change for Ali.
On this day, Ali announced a major adjustment of the organizational structure. And Zhang Yong issued an internal letter to all employees, announcing the launch of the “1+6+N” organizational change. Under Alibaba Group, six business groups and a number of business companies have been set up, namely Ali Cloud Intelligence, Taobao Tmall Business, local life, international digital business, Cainiao and Big Entertainment, and the board of directors of each business group and business company has been established respectively, and the CEO responsibility system under the leadership of the board of directors of each business group and business company has been implemented.
In the “1+6+N” new structure, “1” refers to Alibaba Group, which will shift from the past mode of overall management of its business personnel, finance and affairs to the holding mode, participate in the board of directors of its business groups and business companies as a shareholder, exercise shareholder rights and fulfill shareholder obligations. And ensure compliance with the compliance requirements of listed companies.
“6” Ali Cloud Intelligence, Taobao Tmall business, local life, rookie, international digital business, big entertainment these 6 business groups.
“N” refers to other business companies listed separately, including Hema, Intime Commerce, etc. As well as new companies that Alibaba Group may establish or invest in in the future.
Zhang Yong is still in charge of Cloud Intelligence Group. Taobao Tmall business group, Kardashian (flower name: Su Tsuen) as CEO. The main business includes domestic e-commerce business Dataobao (Taobao, Tmall, Ali Mom), B2C retail business group, community group buying business Tao Caicai, Tao Special and domestic trade (CBU), etc. Local Life Group, Yu Yongfu as CEO. The main business includes Autonavi, Ele. me; Cainiao Group, Wan Lin as CEO; International Digital Business Group, Jiang Fan as CEO. Its main businesses include Lazada, a Southeast Asian e-commerce platform, AliExpress, which helps merchants sell goods overseas, and ICBU, etc. Big Entertainment Group, Fan Luyuan (flower name: MuHuali) as CEO.
After the reform of Ali, the financial and legal subjects remain unchanged. But the newly established six business groups can be split up and listed independently.
In June this year, there was news that Ali Cloud was IPO, and Hema was listed as soon as November. But according to financial sources on September 11, its IPO was shelved, and Hema declined to comment. The listing of Alibaba Cloud, which Zhang oversaw, continued.
Five months after the initial change, Ali issued its financial report for the first quarter of the fiscal year 2024, and Zhang Yong still handed over a reasonably good report card before leaving.
On August 10, the first quarter earnings report showed that Alibaba’s revenue in the quarter was 234.156 billion yuan. An increase of 14% year-on-year, higher than the growth rate of -0.09%, 3%, 2% and 2% in the past four quarters; Net income attributable to common shareholders was $34,332 million, an increase of 50.98%, and non-GAAP net income was $44,922 million, an increase of 48%.
In addition to the introduction of Alibaba’s overall revenue and profit. The financial quarter also made a performance statement according to the six business segments after the split. Among them, the most outstanding are international digital business, Cainiao and Alibaba Cloud business, which Zhang Yong was responsible for.
Alibaba Cloud business revenue and profit both increased in the first quarter. According to the financial report, Cloud Intelligence Group’s revenue increased 4% year-on-year to 25.123 billion yuan. And adjusted EBITA (earnings before interest, tax, depreciation and amortization) increased 106% year-on-year. Although the 4% increase is not high, Zhang Yong also stressed that as the epidemic recedes. The cloud business is also experiencing the impact of the decline in online office demand.
Whether Zhang Yong took over the position of chairman of the Board and CEO from Ma Yun, or took charge of Alibaba Cloud, or announced the “1+6+N” organizational structure change. It may be pushed forward by market changes and company development.
Of course, the departure of Zhang Yong, Ali also gave enough respectability.
After Zhang Yong left, the situation facing CAI Chongxin and Wu Yongming, the old man of Ali, still cannot relax. The following is a letter from Tsai Chongxin to all Alibaba members on September 10
本文由数字化转型网（www.szhzxw.cn）转载而成，来源于小饭桌，作者：王满华 贾紫璇；编辑/翻译：数字化转型网默然。
免责声明: 本网站(http://www.szhzxw.cn/)内容主要来自原创、合作媒体供稿和第三方投稿，凡在本网站出现的信息，均仅供参考。本网站将尽力确保所提供信息的准确性及可靠性，但不保证有关资料的准确性及可靠性，读者在使用前请进一步核实，并对任何自主决定的行为负责。本网站对有关资料所引致的错误、不确或遗漏，概不负任何法律责任。
本网站刊载的所有内容(包括但不仅限文字、图片、LOGO、音频、视频、软件、程序等) 版权归原作者所有。任何单位或个人认为本网站中的内容可能涉嫌侵犯其知识产权或存在不实内容时，请及时通知本站，予以删除。
