"Do you know where Ma Yun went?" 你知道马云去哪儿了吗？”

CoCore Tips: 1 Do you know where Jack Ma has gone? In the fall of 2021, at the Global Code Conference, when the host asked how to view the development status of China's new technology industry, Musk asked such questions. The host was also dumbfounded by Musk's question, so he could only adapt to the situation and ask him: Do you know? Musk was silent for 5 seconds and replied: I don't know, I'm just curious. Musk's question is actually a curiosity of many people. After all, Jack Ma is the wind in the eyes of Chinese entrepreneurs.

"Do you know where Ma Yun went?"

In the fall of 2021, at the Global Code Conference, when the host asked how to view the development status of China's new technology industry, Musk asked such questions.

The host was also ignorant of Musk's question, so he could only "adapt to the situation" and ask him back: "Do you know?"

Musk was silent for 5 seconds and replied: "I don't know, I'm just curious."

Musk's question is actually a curiosity of many people.

After all, Jack Ma is the "weather vane" in the eyes of Chinese entrepreneurs, and the Ali empire he built is undoubtedly the big brother of the Internet industry.

However, in 2020, Ma Yun encountered a turning point in his life.

Since Ant Financial was suspended 48 hours before listing, there has been little news about the former richest man in the media.

Until recently, Ma Yun, who had been traveling for a long time, suddenly appeared in Hangzhou to return to China with a high profile, and appeared in the Yungu School invested and established by Alibaba's partners.

Interestingly, just a few hours before Ma Yun's "official announcement", foreign media Bloomberg was still releasing fake news, claiming: "Ma Yun rejected China's invitation to return and will continue to stay abroad."

It wasn't until the public account of Yungu Education "Official Announcement" that Ma Yun returned to China, and everything was settled.

Accompanying Ma Yun’s return to China is the biggest organizational change since Alibaba announced its establishment 24 years ago. Six independent companies, including Ali Entertainment and Ali Entertainment, each established a board of directors and launched an independent listing.

From 2020 when Ant Financial's IPO was suspended and disappeared, to Ma Yun's "high-profile" return to China 3 years later and appearing in Ali's spin-off listing, where has Ma Yun been in the past few years? And why come back now?

2

Turn back the time to the cold winter night of November 3, 2020 before Jack Ma went abroad.

At this time, Ant Financial, the main company of Alipay, Alipay's flagship product, is about to go public.

However, this Internet carnival, the largest IPO since the birth of the capital market, was suddenly pressed by an official document and the pause button was urgently pressed. At this time, there were only 48 hours left before the company went public.

On the eve of Ant Financial’s listing, Jack Ma made some outrageous remarks on the Bund in Shanghai that were condemned by netizens. Among them were “banks are like pawnshops” and “China lacks a financial system”.

Also in this year, the State Administration for Market Regulation issued a sky-high fine of more than 18 billion to Ali Group for allegedly violating the Anti-Monopoly Law.

There is a reason why Ali was stopped by the anti-monopoly and the listing of Ant Financial Services.

After all, monopoly will lead to disorderly expansion of capital, and Ant Financial’s ultra-high leverage ratio also means ultra-high risk of mine explosions. If leverage in the secondary market is added, the possibility of market collapse cannot be ruled out.

With the rectification of the Ali Group, Ma Yun also disappeared from the domestic media field of vision, avoiding retirement and enjoying life in other places.

Interestingly, although the domestic perception of Jack Ma is generally to retire from Ali and return to life, in fact, combing foreign media reports on Jack Ma, Jack Ma’s whereabouts mostly revolve around the agriculture in Europe and Asia, "Abdicate without retiring" .

First, at the end of June 2022, Jack Ma went to Mallorca to play golf on his private yacht "Zen" worth more than one billion yuan. According to relevant sources, the trip was to investigate and understand Spanish agriculture.

Only 8 days later, Jack Ma transferred to the Netherlands and came to Wageningen University. According to the website of the school's research center, the purpose of Jack Ma's visit was to gain a deeper understanding of sustainable agriculture, fisheries and animal husbandry in the Gobi Desert.

By the end of 2022, Jack Ma went to live in his villa in Hakone, a hot spring resort near Tokyo, Japan. The former owner of this 2,000-square-meter villa was Masayoshi Son, the founder of Softbank who invested in Ali early. Ma Yun has a deep history.

During his stay in Japan, apart from soaking in hot springs and playing golf with his former investor Masayoshi Son and other wealthy friends, Jack Ma was not idle. He visited the Aquaculture Research Institute of Kinki University and the Japanese Fisheries College successively.

Shortly thereafter, in early January of this year, Ma Yun appeared in Thailand to meet with Xie Guomin, the chairman of Chia Tai Group and the richest man in Thailand. It is worth mentioning that Chia Tai Group is also a big brother in the agriculture and animal husbandry industry. Its business covers seeds, planting, feed, and breeding Then to the whole agricultural ecological chain of slaughtering, processing, distribution and sales.

You can know the whole leopard from a glimpse.

Combing the clues of Ma Yun's whereabouts abroad, it is not difficult to see that Ma Yun seems to be dormant and waiting for the opportunity to return.

3

It is not for nothing that Jack Ma devoted himself to agriculture.

To some extent, deep farming in agriculture is one of the opportunities for Ma Yun to return to China with a high profile recently.

After all, when Ma Yun made a speech on the Bund and commented on the domestic financial system, the media and netizens once publicly said: "China needs Jack Ma, an industrialist, not Jack Ma, a capitalist."

If Ma Yun, who once gave a speech on the Bund, still stays as a "capitalist", then Ma Yun, who is "concerned with agriculture" today, is an "industrialist" needed by the country.

As early as the beginning of his retirement, Ma Yun publicly stated that agricultural technology and rural education will be the focus of his next life.

However, with the gradual implementation of the education double reduction policy, education is no longer the development direction of an "industrialist" in China.

Therefore, investing in agriculture can be said to be the optimal solution for Ma Yun. It is not only the general direction that Ma Yun is optimistic about, but also in line with the policy's inclined orientation.

Relying on the agricultural accumulation of traveling around the world for more than two years, Jack Ma turned himself into an "industrialist" and finally got the ticket to return home.

With the dream of "yielding thousands of dollars per mu", after returning to China, Jack Ma also began to carry forward his "industrialist" spirit and "glow and shine" in the field of agriculture and animal husbandry.

Just in February this year, one month before the news of Jack Ma’s return to China was publicly exposed, Ali Group led the investment in Borida, a bio-breeding company in the agricultural field. The latter is a general-purpose biological breeding platform in the industry. Fully automatic agricultural production line.

You must know that Ali capital has always been extremely cautious in agricultural investment. The last time it invested in the agricultural field was in 2020.

In 2020, after Jack Ma's speech on the Bund, he went abroad silently, and the investment of the Ali department in the agricultural field also stopped.

In 2023, Ma Yun will return to China with a high profile, and the Ali department will also start to sow "seeds" in the agricultural field.

The timing is so coincidental, it is obvious that Jack Ma is behind Ali's agriculture.

4

Since Ma Yun intends to return to China to be an "industrialist" in the agricultural field, why is the time to return to China now?

Sorting out the recent economic development orientation, there are actually early signs of the timing of Jack Ma's return to China.

The Prophet of Spring River Plumbing Duck, as the "weather vane" of domestic bosses, it can be said that Ma Yun is the duck who knows "plumbing".

Under the cold winter of the "black swan" of the epidemic, from Internet monopoly to real estate thunderstorms to education and training double cuts, many entrepreneurs' worth has evaporated significantly.

However, since December last year, the epidemic control measures have been gradually relaxed, and economic development has returned to the theme of the times, and the main body of economic development is of course private enterprises.

As the wind vane of macro policies changes, local governments are also showing their talents and are committed to creating a good business environment.

For example, the Yangzhou Municipal Government directly stated: "Enterprises are our parents."

Putian City declared that the entrepreneurs are "our own people" and should support the entrepreneurs.

The leader of Zhongshan City even directly announced his mobile phone number to the public, so that entrepreneurs in difficulties can directly contact him.

Hainan Province even clearly issued the document "Several Measures Concerning Supporting the Development of the Private Economy", which stipulates that those private entrepreneurs who can not be arrested will not be arrested, and those who can not be prosecuted will not be prosecuted.

As the black swan tide of the epidemic recedes and the business environment improves, bosses who have "retired" abroad have also begun to rush back home one after another.

For example, Liu Qiangdong returned to China to work immediately after his child was born, and Ma Yun also seized the opportunity to return to China with a high profile.

In a sense, Jack Ma's return to China is more like a symbol.

It represents that the new economic development after the epidemic has begun, and the business environment is gradually warming up. It is a reassurance for the restless wealth in the society.

5

"Reassuring pill" Jack Ma's return is not an isolated case.

Economics is an extension of politics. If you extend the timeline a little bit, you will find that there are a lot of political incidents involving the return of Chinese Americans and foreign visitors.

A few days ago, Malaysian Prime Minister Anwar, Singaporean Prime Minister Lee Hsien Loong and Spanish Prime Minister Sanchez announced that they will visit China intensively.

A few days earlier, leaders of one EU member state and two leaders of ASEAN countries also went straight to Beijing.

Former Taiwan leader Ma Ying-jeou and French President Emmanuel Macron also visited China recently.

It can be said that in recent days, China has ushered in the most dense "wave of coming to China" in history.

In addition to the political leaders of various countries, with the release of the signal of Ma Yun and Liu Qiangdong returning to China, the bosses of foreign capital can't sit still. A large number of foreign capital bosses represented by Samsung Li Zairong and Apple CEO Cook have gathered in Beijing. During the six days from March 23 to 28, Minister of Commerce Wang Wentao met with executives of more than ten multinational companies including BMW Group and Nestle Group.

Even Li Ka-shing, who once ran away, sold off his overseas assets at the price of a meat sale and ran to Hong Kong, wanting to return to the embrace of China.

And there is obviously only one reason that can drive the wealthy people who have already "run" out to get together and run to the country-profit.

In contrast to the gradual stabilization of the domestic business environment after the epidemic, it is the all-round "harvesting" of foreign rich people in various forms abroad.

After all, the money printing machines in Europe and the United States are so crazy that even raising interest rates can hardly curb inflation.

Under the social turmoil caused by the gap between the rich and the poor, "robbing the rich and helping the poor" has become a way to alleviate social conflicts, and the "rich" who has been robbed are obviously "foreigners" who are not of their nationality.

6

After the Russia-Ukraine conflict broke out in 2022, Europe and the United States joined forces to loot the private property of Russian rich people.

But soon, the rich Russians began to run out of money, and American banks such as Silicon Valley Bank also began to "do not talk about martial arts" and suddenly closed down, eating up a lot of deposits.

A large number of Chinese rich people have been cut leeks, such as Huang Zheng from Pinduoduo, Wang Xing from Meituan, Pan Shiyi and his wife who fled to the United States, and so on.

Even a rich man with traffic like Zhang Lan couldn't escape the bad luck of being harvested. The trust established in accordance with international regulations after paying high fees was suddenly broken down by CVC.

Japan followed the pace of "harvesting" and introduced a new clause for foreign rich people, stipulating that if a foreigner cannot enter the country due to an accident, his money in the Japanese bank will be frozen.

Even Credit Suisse, a century-old bank with a good reputation, used the name of "clearing perpetual debt" to engage in the trick of harvesting rich people's assets, and did not discuss with shareholders at all before clearing it, and made a decision as soon as they made a decision. Harvested the waists of shareholders and creditors.

The series of events seems to be a precursor to the looting of foreign hot money by the United States and other countries.

After all, the rich can't beat the guns.

In the territory of foreigners, it is also destined to be slaughtered.

From this point of view, the return of Jack Ma and other rich people is also a "surrender" worried about their wealth being harvested.

After all, a rich man always has a more sensitive sense of politics than ordinary people, and he can use money to buy a lot of news that other people can't get.

While China's business environment is improving day by day, while overseas asset harvesting is eyeing, normal people know how to choose.

7

"There is no era that belongs to Jack Ma, only Jack Ma in the era."

After passing the watershed of the epidemic, the international economic situation has now entered a new era.

With the tide of the epidemic receding and the international political and economic situation changing, it is magical enough that a large wave of capitalist funds has come to seek the protection of socialism recently.

In the final analysis, capital must have strong power as an endorsement, otherwise it will become a child who walks on the street with a huge sum of money and is coveted by others.

Behind Ma Yun's return to China is the alarm bell of the Silicon Valley Bank mine explosion.

Although capital flows without borders, capitalists have always had borders.

It is precisely because of this that the fate of capitalists with national borders has always been a "vote with their feet" on the economic situation.

No one is willing to be robbed. If assets are threatened, they will naturally want to evacuate to a safe place. After all, everyone wants to protect their wealth.

Ma Yun's return to China is just a microcosm of capital inflow into China.

Behind the high-profile and public "official announcements" is also a direction for those wealthy people in the world who are anxious to find "shelter".

Russia can turn from west to east, and so can wealth.

Li Ka-shing, who ran back to Hong Kong, knew this, and Liu Qiangdong and Ma Yun, who returned to the mainland, naturally knew it too.

 核心提示：1你知道马云去哪儿了吗？2021年的秋天，在全球代码大会上，面对主持人询问如何看待中国新科技行业发展现状时，马斯克发出了如是疑问。主持人面对马斯克的问题也懵了，只能随机应变反问他：你知道吗？马斯克沉默了5秒钟回答：我并不知道，我只是好奇。马斯克之问实际上也是很多人的好奇。毕竟，马云可谓是中国企业家眼中的风

“你知道马云去哪儿了吗？”

2021年的秋天，在全球代码大会上，面对主持人询问如何看待中国新科技行业发展现状时，马斯克发出了如是疑问。

主持人面对马斯克的问题也懵了，只能“随机应变”反问他：“你知道吗？”

马斯克沉默了5秒钟回答：“我并不知道，我只是好奇。”

马斯克之问实际上也是很多人的好奇。

毕竟，马云可谓是中国企业家眼中的“风向标”，其一手打造的阿里帝国无疑是互联网行业的大哥。

然而，2020年，马云遇到了自己人生的转折点。

从蚂蚁金服在上市前48小时被叫停后，媒体上就鲜有这位前首富的消息。

直到最近，云游了许久的马云，突然现身杭州高调回国，现身阿里合伙人投资创办的云谷学校参观。

有趣的是，就在马云“官宣”前的几个小时，外媒彭博社还在对外释放假新闻，声称：“马云拒绝了中国的回归邀请，将继续留在国外。”

直到云谷教育公众号“官宣”马云回国，一切尘埃落定。

而伴随着马云回国的，则是阿里巴巴宣布创立24年以来的最大组织变革——公司将分家一分为六，分为淘宝天猫商业、阿里云智能、本地生活、国际数字商业、菜鸟和阿里大文娱六个独立公司，各自分别成立董事会并启动独立上市。

从2020年蚂蚁金服上市被叫停之后的销声匿迹，到3年后马云“高调”回国现身阿里分拆上市，马云这几年去哪儿了？又为什么现在回来？

2

时间拨回到马云出国之前的那个2020年11月3日的冬日寒夜。

此时，阿里王牌产品支付宝的主体公司蚂蚁金服即将迎来上市。

然而，这场自诞生资本市场以来最大IPO的互联网狂欢，突然被一纸公文紧急按下暂停键，此时距离公司上市敲钟，仅剩48小时。

而在蚂蚁金服上市前夕折戟之前，马云在上海外滩发表了一番被网友们口诛笔伐的出格言论，其中不乏“银行是当铺思维”，“中国缺乏金融系统”的妄评观点。

也是在这一年，因涉嫌违反《反垄断法》，国家市场监督管理总局向阿里集团开出了逾180亿的天价罚单。

阿里被反垄断和蚂蚁金服上市叫停是有原因的。

毕竟，垄断会导致资本的无序扩张，而蚂蚁金服的超高杠杆率也意味着超高爆雷隐患，如果再加上二级市场的杠杆，不排除有带崩市场的可能性。

伴随着阿里集团被整顿，马云也随之从国内的媒体视野中销声匿迹，避走他乡退休享受生活。

有趣的是，虽然国内对马云的认知普遍是从阿里退休回归生活，但实际上梳理外媒对马云的报道，马云的行踪，多是围绕着欧洲和亚洲的农业展开，“退位不退休”。

先是在2022年6月底，马云乘坐自己价值十几亿的私人游艇“禅”号前往马洛卡岛打高尔夫，据相关知情人士透露，此行是为了考察了解西班牙农业。

仅仅8天后，马云又转道荷兰来到瓦赫宁根大学，根据学校研究中心网站显示，马云来访的目的是为了深入了解戈壁沙漠地区的可持续农业、渔业和畜牧业。

到了2022年年底，马云则是前往了自己在日本东京附近温泉疗养胜地箱根的别墅居住，而这座2000余平米的别墅的前主人是孙正义，后者是早期投资阿里的软银创始人，与马云渊源极深。

在日本期间，除了跟自己曾经的投资人孙正义和其他富豪友人一起泡温泉打高尔夫，马云也没闲着，先后参观拜访了日本近畿大学的水产养殖研究所和日本水产学院。

随后不久的今年1月初，马云现身泰国与正大集团董事长、泰国首富谢国民见面，值得一提的是，正大集团也是农牧行业里的老大哥，业务涵盖从种子、种植、饲料、养殖再到屠宰加工配送销售的全农业生态链。

窥一斑而知全豹。

梳理马云在国外行踪的蛛丝马迹，不难看出马云似乎在蛰伏等待回归时机。

3

马云投身农业并非毫无缘由。

某种程度上讲，深耕农业是马云近日高调回国的契机之一。

毕竟，在马云外滩演讲妄评国内金融体系之时，媒体和网友们曾经公开发声：“中国需要实业家马云，而不是资本家马云。”

如果说曾经外滩演讲的马云还是停留于“资本家”身份，那么如今“心系农业”的马云，则是被国家需要的“实业家”。

早在退休之初，马云就曾公开表示，农业科技和乡村教育将是其接下来的生活重心。

然而伴随着教育双减政策的逐渐落地，教育在国内已然不是一个“实业家”的发展方向。

因此，投身农业对于马云来说可以说是最优解，既是马云自己看好的大方向，又符合政策的倾斜导向。

凭借两年多的周游各国的农业积累，马云摇身一变成了“实业家”，终于拿到了回国的船票。

怀揣着“亩产千美金”的梦想，回国后的马云也开始继续发扬自己的“实业家”精神，在农牧领域“发光发热”。

就在今年2月，也是马云回国消息被公开曝出的1个月前，阿里集团领投了农业领域的生物育种公司博瑞达，后者是业内一家通用型生物育种平台，搭建了国内首个全自动的农业生科自动化产线。

要知道，阿里系资本在农业投资上向来极为谨慎，上一次在农业领域投资还是在2020年。

2020年马云外滩演讲后沉寂出国，阿里系在农业领域的投资也停止。

2023年马云高调回国，阿里系也开始在农业领域播撒“种子”。

时间点如此巧合，显然阿里搞农业这件事的背后少不了马云的推波助澜。

4

既然马云回国是打算在农业领域做一个“实业家”，那么回国的时间为什么是现在？

梳理近期的经济发展导向，马云回国的时间点其实早有迹象。

春江水暖鸭先知，作为国内老板们的“风向标”，可以说马云就是那只知道“水暖”了的鸭子。

在疫情“黑天鹅”的寒冬之下，从互联网垄断到房地产爆雷再到教培双减腰斩，不少企业家身价大幅蒸发。

然而去年12月开始，疫情的管控措施逐渐放开，经济发展回归时代主题，而经济发展的主体，自然少不了民营企业。

宏观政策的风向标一变，各地政府也是各显神通，致力于营造良好营商环境。

比如扬州市政府直接表示：“企业是我们的衣食父母。”

莆田市则是声明企业家们是“自己人”，要为企业家们站台撑腰。

中山市领导甚至直接对外公布了自己的手机号码，让有困难的企业家们直接找他。

海南省更是明确发布《关于支持民营经济发展的若干措施》文件，对民营企业家人员能不捕的就不捕，能不诉的就不诉。

疫情黑天鹅潮水退去，营商环境好转之下，曾经“退休”去国外的老板们也开始争相先后回国。

比如刘强东就在孩子出生后马上回到国内工作，马云也是抓住时机高调回国。

在某种意义上来说，马云的回国更像是一个符号。

它代表着疫情之后的新经济发展已经开始，营商环境逐渐向暖，是一个给社会上躁动不安的财富的一个定心丸。

5

“定心丸”马云的回归并非个例。

经济是政治的延伸。稍稍拉长一点时间线，就会发现近期华裔回归、外籍来访的政治事件属实有点多。

前些日子马来西亚总理安瓦尔、新加坡总理李显龙和西班牙首相桑切斯对外宣布将到中国密集来访。

再往前数几天，一位欧盟成员国领导人和两位东盟国家的领导人也是直奔北京。

台湾的前领导人马英九、法国总统马克龙也是近来访华。

可以说，近些日子中国迎来了史上最密的“来华潮”。

而在各国政要之外，伴随着马云、刘强东们回国信号的放出，外资的老板们也是坐不住了，以三星李在榕、苹果CEO库克为代表的大波外资大佬们纷纷扎堆北京，仅仅在3月23号到28号的6天时间内，商务部部长王文涛就会见了宝马集团、雀巢集团等十余家跨国企业的高管。

就连曾经跑路了的李嘉诚，也是以割肉大甩卖的价格抛售掉海外资产往香港跑，想要回归国内的怀抱。

而能够驱动已经“润”出去的富豪们扎堆往国内跑的原因显然只有一个——利益。

与国内营商环境在疫情后逐步趋稳相对比的，是国外对于外资富豪们各种形式的全方位“收割”。

毕竟欧美的印钞机太疯狂，就连加息都难以抑制通货膨胀。

贫富差距导致的社会动荡之下，“劫富济贫”就成了缓解社会矛盾的方式，而被劫掠的“富”，显然是非本国籍的“外来者”。

6

2022年俄乌冲突爆发后，欧美方就联合起来洗劫了俄罗斯富豪们的私人财产。

但很快，俄罗斯富豪们就开始不够用了，硅谷银行等美国银行也开始“不讲武德”突然倒闭，吃掉了大量的存款。

一大票中国富豪被割了韭菜，比如拼多多的黄峥、美团的王兴、跑路美国的潘石屹夫妇等等。

即使是张兰这种有流量的富豪也没能摆脱被收割的噩运，付了高昂手续费按照国际规定设立的信托，突然就被CVC击穿了。

日本更是紧随“收割”的步伐，新搞了个针对外籍富豪的条款，规定如果外籍人士因为意外无法入境，那么他存在日本银行的钱就会被冻结。

就连瑞士信贷这种曾经信誉良好的百年大行也借着“清零永续债”的名义搞起了富豪资产收割的把戏，而且在清零之前完全没有跟股东商量通气，自己一拍板就把股东和债权人的腰子收割了。

种种事件串联起来，似乎是美国等国家针对外籍游资的大洗劫前兆。

毕竟，有钱的打不过有枪的。

在外国人的地盘上，也注定只有任人宰割的份儿。

如此看来，马云等富豪的回国也是担心财富被收割下的“投诚”。

毕竟当富豪的，政治嗅觉相较于普通人总是更灵敏一些，能够用钱买到很多其他人搞不到的消息。

一边中国营商环境日渐好转，一边海外资产收割虎视眈眈，正常人都知道该怎么选。

7

“没有属于马云的时代，只有时代中的马云。”

走过了疫情的分水岭，如今国际经济形势已然到了一个新时代。

伴随着疫情潮水的褪去与国际政治经济形势的转变，近期大波资本主义的资金却过来寻求社会主义的保护，也是够魔幻的。

说到底，资本必须有强大的力量作为背书，否则就会成为一个背着巨款走在大街上任人觊觎的孩童，匹夫无罪，怀璧其罪。

马云回国的背后，是硅谷银行爆雷事件的警钟。

虽然资本流动无国界，资本家却从来都是有国界的。

也正因如此，有国界的资本家们的去留，从来都是对经济形势的“用脚投票”。

没有人会心甘情愿被打劫，资产受到了威胁就自然会想撤到安全的地方，毕竟谁都想保护自己手里的财富。

马云回国只是资本流入中国的一个缩影。

高调公开的“官宣”背后，也是给国际上那些焦虑找“庇护所”的财富们一个方向。

俄罗斯可以从西向东转，财富同样也可以。

这一点，跑回香港的李嘉诚知道，回归大陆的刘强东和马云自然也知道。