Currently, Hema has launched a "Hema Hot Pot Fresh to Home" section in the APP. Zhang Yong robs Zhang Yong's hot pot business. "Hema Hotpot Freshly Delivered to Your Home" is launched. Recently, people discovered that the hot pot area on the Hema APP has launched "Hema Hot Pot Fr

Hema Hot Pot is really back.

This time Ali Zhang Yong is very serious about grabbing Haidilao Zhang Yong’s hot pot business! Currently, Hema has launched a "Hema Hot Pot Fresh to Home" section in the APP.

Zhang Yong grabs Zhang Yong’s hot pot business

“Hema Hot Pot Fresh to Home” launched

Recently, people discovered that the hot pot area on the Hema APP has launched “Hema Hot Pot Fresh to Home”. No wonder some people joked: "Zhang Yong is going to steal Zhang Yong's business!"

Because the names of the leaders of Alibaba and Haidilao are both named Zhang Yong. This time, Hema is seriously competing for business with Haidilao. Tianyancha App shows that Alibaba Group Holding Co., Ltd. applied for multiple trademarks of "Hema Hot Pot" on September 11. Its business categories include food, convenience food, catering and accommodation, advertising sales, etc.

According to interface reports, Hema Hot Pot is back again this time. When interviewed, the relevant person in charge of Hema said that Hema started selling hot pot as early as last year, but recently registered a trademark. This year, before the Mid-Autumn Festival and National Day holiday, Hema Hotpot has been launched in stores across the country.

However, compared with last year, the time has been advanced, and the special pot base and hot pot dishes are also more abundant.

Alibaba Chairman of the Board of Directors and CEO of Baba Group Zhang Yong

" The era created Ali, and also gave Ali the opportunity to use the digital capabilities and infrastructure accumulated over the past 20 years to build a digital China with the whole society. " Recently, in Fujian At the Third Digital China Construction Summit held in Fuzhou, Zhang Yong, chairman and CEO of Alibaba Group, said that after 20 years of development, Alibaba is committed to becoming a company that solves social problems.

Zhang Yong was born in 1972 and graduated from Shanghai University of Finance and Economics. Compared with the "Internet celebrity" personality of Jack Ma, the founder of Alibaba, the second leader of Alibaba highlighted the soft side of hardness. In public, He rarely expresses opinions outside his field.

As early as October 17 last year, Hema announced the launch of hot pot products in Hema stores and APP in more than 20 cities across the country, with delivery in as fast as 30 minutes. On this day, at Hema’s Shanghai Xingbao store, Hou Yi, the founder of Hema Xiansheng, used a live broadcast to publicly promote Hema’s hot pot business. Internet+ is the soul of Hema's business. Many people believe that although Hema hotpot has both dine-in and take-out options, the take-out business is the focus.

Of course, compared with Haidilao and other industries, in terms of hot pot ingredients, Hema Xiansheng will have a wider selection of ingredients because it can take into account the habits and customs of diners in different regions. In addition, due to the impact of the epidemic, the normal production and living order in the past has also changed to some extent, which has undoubtedly strengthened Hema's confidence in hot pot online takeaway.

On October 12, Zhang Yong also said at the Fuzhou Summit: "The epidemic has accelerated the digitalization process of the entire China. Technology has not only become immunity, but also productivity. " Obviously, the application of big data and technology is the most important thing. The real competitiveness of Ma Hotpot.

Singapore’s richest man, Haidilao founder Zhang Yong

Haidilao has been very popular in the capital market this year. Amid the epidemic, the stock price has doubled during the year, rising tide has lifted all boats, and has pushed Haidilao founder Zhang Yong to the throne of Singapore’s richest man.

On the "2020 Forbes Singapore Rich List", 50-year-old Zhang Yong and his wife Shu Ping became the richest people in Singapore with a net worth of US$19 billion.

It is worth noting that, also affected by the epidemic, Haidilao’s takeaway revenue alone in the first half of the year has exceeded 400 million yuan, a year-on-year increase of 123.6%.Now that "Hema Hot Pot Fresh Home" is launched, it remains to be seen what impact it will have on Haidilao. Whether it will be a positive impact.

Many observers believe that supply chain, production, consumption and other capabilities will have a significant impact on the catering industry. Judging from Haidilao's revenue alone, hot pot is definitely a good business. Alibaba and Hema also value this. Compared with Haidilao, Hema has obvious advantages in upstream and supply chain.

Hou Yi, the founder and president of Hema, has previously revealed that in the past year, Hema’s stores have expanded from 159 to 227, and online active buyers have also increased from 20 million to 25 million, and Same-store sales increased by 32% compared with last year.

Hema competes for the hot pot business in a high-profile manner. Will one Zhang Yong defeat the other Zhang Yong? In any case, there is a "catfish effect" among peers. If there is a "price war" and a "quality war", consumers who love hot pot will be the biggest beneficiaries!

Singapore's richest man, Haidilao Zhang Yong's hundreds of billions offshore family trust

Haidilao founder Zhang Yong

In the 1990s, Zhang Yong, a young man in Jianyang, Sichuan, fell in love with Shu Ping, a female employee of a hairdressing shop. For this reason, I closed my small 20-square-meter chili hotpot restaurant. However, half a year later, with good helpers around him, he returned to his old business and opened a hot pot restaurant with four tables.

It’s hard to say what the connection between the idiom “Haidilao” and “Haidilao Yue” is. Anyway, the name is easy to pronounce and quite vivid. Locals say that "Haidilao" is the term for a Hu card in Sichuan Mahjong, and Hu's card is the last card played on the field.

There were only 4 people in this hot pot restaurant at the beginning. They pooled together a starting capital of 8,000 yuan. Perhaps no one could have imagined that this was the beginning of a billion-dollar hot pot kingdom. In 1994, Zhang Yong, Shu Ping and others founded Haidilao, a catering company mainly engaged in Sichuan hot pot.

Zhang Yong was born in Jianyang County, Sichuan in 1971. His father was a chef at an agricultural machinery factory and his mother was a primary school teacher. When he was 18 years old, he graduated from a technical school in Jianyang and studied electric welding. It is said that Zhang Yong, who graduated from junior high school, went to a technical school to learn electric welding. It was his mother's arrangement because the technical school provided work assignments.

However, there is also a question mark as to what real skills Zhang Yong learned in the technical school. When he was first assigned to work as a welder at the state-owned Sichuan Tractor Factory, he couldn't even do the most basic welding and was generally idle and doing nothing. The once prosperous Sichuan Tow Factory withdrew from the stage of history in February 2002 and declared bankruptcy. This old factory located on Jianshe Road in Jianyang was founded in 1965 and produces small tractors and agricultural transport vehicles.

In 1994, "Haidilao" was opened with four hot pot tables. In addition to Zhang Yong, the other three people were his girlfriend Shu Ping, his friend Shi Yonghong whom he met when he was in technical school, and his girlfriend Li Haiyan, the four members of "Haidilao". founder. Rumor has it that before founding Haidilao, Zhang Yong, who resigned from a tractor factory, had many entrepreneurial failures, such as making poker machines, reselling gasoline, etc. Since there is no way to verify this, I will not say more.

Zhang Yong and Shu Ping couple

Data from Qichacha shows that before Haidilao’s IPO, the four founders’ shareholding proportions were: Zhang Yong 25.5%, Shu Ping (Zhang Yong’s wife) 8%, Shi Yonghong 8%, and Li Haiyan (Shi Yonghong’s wife) 8%. But when it was founded in 1994, the four people shared the equity equally, that is, each person held 25% of the shares.

In 2018, Haidilao International Holdings submitted a listing application to the Hong Kong Stock Exchange and officially listed on the Hong Kong Stock Exchange on September 26. On August 25 this year, Haidilao announced its 2020 interim financial report, with a net loss of 965 million yuan in the first half of the year, its first loss since its listing.

Currently, Zhang Yong and Shu Ping are the actual controllers of Haidilao. In 2007, Zhang Yong and his wife were the absolute controlling shareholders of Haidilao accounting for 68% of the shares.This time, Zhang Yong also "pruned the branches and leaves" and proposed in 2004 that his wife Shu Ping and Li Haiyan, the wife of another partner Shi Yonghong, leave the company and become only shareholders. In 2007, co-founder Shi Yonghong also left Haidilao, and Zhang Yong also purchased 18% of the shares from Shi Yonghong and his wife at the price of the original investment. Previous media reports stated that Shi Yonghong once said in an interview: " What to do if you don't agree? He has always had the final say. "

This kind of concentration of ownership is, from a certain perspective, conducive to corporate governance. There is a good side, but it is also unavoidable that there is a suspicion of "killing the donkey". However, Shu Ping and Shi Yonghong have returned to Haidilao in recent years. Among them, Zhang Yong’s wife Shu Ping is currently the company’s non-executive director, and founder Shi Yonghong is appointed as the company’s executive director. This is also a good result. However, although Shi Yonghong is on the board of directors, he has not joined the management team.

Shi Yonghong is 1 year older than Zhang Yong. Zhang Yong and Shu Ping were both born in 1971.

Haidilao Management Team

On April 27, 2020, Haidilao Zhang Yong announced his retirement plan in advance, triggering heated discussions.

An internal email he sent to all employees stated that he will abdicate in the next 10 to 15 years, and during this period, a "succession plan" will be fully launched. Zhang Yong also said that all employees except veteran employees such as Shi Yonghong, Gou Yiqun, and Yang Xiaoli will have the opportunity to participate in this leadership succession plan.

Some people questioned that Zhang Yong was "painting a bigger pie", while others said it was a public relations strategy to divert public attention. At that time, Haidilao experienced a price increase, but only four days later it issued an "apology letter" to restore the original price.

Judging from the "Comprehensive Launch of Haidilao Succession Plan" email, it seems that there are no relevant methods and conditions for selecting and training successors. In addition, succession plans often involve company management, ownership, and succession. Governance issues, these are not discussed. In other words, Zhang Yong’s email is more like a message of confidence to inspire Haidilao employees.

Haidilao founder Zhang Yong

Compared with the "ten-year succession", outsiders are more interested in the trust wealth inheritance of Haidilao founders Zhang Yong and Shu Ping.

When Forbes ranked the 50 richest people in Singapore, the crown of "Singapore's richest man" finally let everyone know that Zhang Yong and Shu Ping had immigrated to Singapore. In fact, in recent years, many "Chinese" faces like Haidilao founder Zhang Yong have appeared on Singapore's rich list. For example, ranked second is Li Xiting, chairman of Mindray Medical.

One month before Zhang Yong disclosed the succession plan in an internal email, Singapore's Lianhe Zaobao reported on March 6 that "Haidilao founder Shu Ping is setting up a new family office", which attracted attention from the outside world.

Shu Ping, co-founder of Haidilao, the world's largest hot pot restaurant, has set up a family office in Singapore to help manage her vast wealth, reports say. This is another family office of a well-known wealthy person settling in Singapore after Dyson, the British rich man and founder of Dyson company, registered a family office in Singapore in January last year.

Zhang Yong and Shu Ping at the listing ceremony of Haidilao on the Hong Kong Stock Exchange

"Lianhe Zaobao" reported that "Shu Ping established a family office at a time when the coronavirus disease 2019 epidemic has severely hit the catering industry and Haidilao is facing severe challenges. "More than 90% of Haidilao's revenue comes from China. Many of its restaurants have been closed since January." In accordance with the emergency credit granting process, RMB 2.1 billion in credit funding support was approved."

In the first quarter of this year, the catering industry was greatly affected by the epidemic, but Haidilao was "calm and calm" and planned to inherit wealth. Why?

In fact, before Haidilao went public, Zhang Yong and his wife had already laid out the plan Family trust. The IPO prospectus shows that before the global sale of the stock, Zhang Yong and his wife had indirectly held 62.70% of the equity in the offshore trust through "offshore family trust + BVI company", worth 100 billion yuan. Structure, including family offices, is one of the ways to manage family wealth, and because the equity structure design is often multi-layered, privacy is relatively high. Generally speaking, family members (including family management members, general partners), Family funds are established through family trusts and entrusted to manage through family offices. Normally, family offices consider and handle issues based on the family's perspective.

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