As the shared bicycle rides through the wind and waves and sings towards more cities, the government comes forward to zone it for parking. On Christmas Day, the Traffic Management Bureau of the Chengdu Public Security Bureau formulated and issued the "Technical Guidelines for Parking Location of Non-motorized Vehicles in the Public Areas of Chengdu's Downtown Area." , Unified direction.
A new non-motorized parking spot has been drawn outside Shuangqiao Road Station of Metro Line 4.
One month ago, Huayang Street Office, Tianfu New District, Chengdu, just seized 204 shared bicycles on the grounds that it occupied urban roads to carry out business activities. Not only Chengdu, but also city public managers in Shenzhen, Shanghai and other places are also considering introducing a series of management measures to regulate and supervise the sudden influx of bicycles.
As we all know, in 2016, which is known as the "capital winter", the sharing economy has been prosperous all the way, becoming the absolute protagonist of the Internet venture capital circle. The story of the capital auction is far away from us, but the colorful bicycles on the street are close to us. As a non-creative concept, bike-sharing has completed many rounds of financing in the second half of the Internet in a thunderous trend. It is difficult to attract media attention. In fact, it has indeed become the most commonly cited by many media organizations when talking about the sharing economy example.
But it is clear that the scramble for urban space caused by bike sharing has been cold-spotted by regulatory policies everywhere. Just as Didi's brutal growth is bound to usher in the "premature birth" of regulations, the overlapping of public welfare for bicycle sharing will make its future development more complicated.
On the future of bike sharing, different media organizations have different positions and attitudes.
Tencent Research Institute ranked the "sharing economy" first when summing up the top ten keywords of the Internet in 2016, and said that "2016 is the year when the sharing economy is on the rise." After talking about the emergence of shared bicycles, In the article, Mr. Ma Huateng inserted the book entitled “Sharing Economy: A New Economic Plan for Supply-Side Reform” in May this year. He believes that the sharing economy has a positive role in promoting hidden employment in society.
Why is the sharing economy still hot in 2017? The idea of rejecting waste is the theoretical basis of the sharing economy, and the mobile Internet provides technical support for the sharing economy. Technology is developing, and the sharing economy will not stop moving forward. Along with the strong wind of consumption surplus, people were pleasantly surprised to find that the realization of hidden employment through the sharing economy platform has become a new social trend.
The self-media human gengmiao of Baidu Baijiahao took stock of the most commendable success stories of the sharing economy in various fields in China. The typical representative of the travel field is non-shared bicycle. According to the article, Mobike bicycles “resurrected” public bicycles in the city and “revived” the concept of the sharing economy. Although the fledgling Mobike is currently facing many problems, "it can still be optimistically expected" and believes that in the field of healthy and environmentally friendly bicycle sharing, Mobike is likely to become the next Uber or Didi.
Chinese Internet innovator organization "Geek Park" listed "shared bicycles" as one of the top ten trends in the technology Internet circle in 2016, saying that the emergence of Mobike and ofo broke the gradual cooling of the capital circle, and more and more Of players rush to enter the game, igniting the enthusiasm of the capital.
While marveling that "the bicycle that once dominated the travel habits of Chinese people has returned to people's lives in this form", Geek Park can also observe the latest plot in the field of bicycle sharing: in the second half of 2016, more and more Bicycle brands have also joined the scuffle. For example, Yongan (one of the largest public bicycle operators in China) launched a pile-free bicycle, Yong'an, Beast Riding launched the blue car, Bluegogo, and Xiaoming, which is backed by Kailu Shi , Ubicycle with a permanent bicycle, 700bike, an internet bicycle brand that cooperates with ofo, etc.
After sharing bikes are "one pot of porridge" and there are players with sufficient funds in the market, what are the possibilities for follow-up companies and investors to break through? Geek Park quotes the perspective of Wang Tianfan, vice president of investment at Bertelsmann China: When it comes to electric vehicles, it is either a cost advantage, or it is covered by second- and third-tier cities, or it is a strategic resource, or it is a different technical solution. In short, the street is full of colors.
Not so optimistic
The "public enemy of science and technology" from the media in the Internet and technology circles questioned the business logic of bicycle sharing. In his article "Does bike sharing really have poetry and distance in business logic?" "Pseudo-business models caused by the lack of follow-up markets" and "acquisitions may not be a viable way".
First, the high cost and single imbalance in profit have caused the profit dilemma of shared bicycles; second, the market, derivatives and services that bicycles can promote are very limited; finally, online ride-hailing platforms and The O2O platform is currently not very good. Shared bikes will not find a pick-up in the short term and can only be used as a supplement to government public bicycles. Coupled with the fact that there is no public bicycle project in the world that can achieve self-profit industry status, the prospect of bicycle sharing is really not optimistic.
Chaichaiwang ’s self-media article "Why not be optimistic about" Internet + Bicycle Rental "" published on the 24th also expressed the same view. The author of the article believes that "Internet + bicycle rental" solves the consumer's last mile travel needs, but it will be better if it works in conjunction with the government. There are still many difficulties for private enterprises to rely solely on capital to drive: the pain point of the last mile is All cities are suitable; the business model looks good, but the profits are weak; it is suitable for the government to do public welfare, but commercialization is difficult to develop; urban order is more important than scale development.
full of contradictions
In addition to expectations and doubts about bicycle sharing, many media's attitudes on this issue seem to be contradictory.
TechNews Technology News sorted out the financing situation of bicycle sharing in 2016, saying that in the context of the sharing economy, green travel is encouraged, and traditional urban bicycle rental systems urgently need to embrace the Internet, bicycle sharing clearly has a lot to do in the field of urban travel. But there are also three major after-effects left to be resolved: overcapacity of bicycles, difficult profitability of the platform, and moral dilemma faced.
In the 2016 top ten industry hotspot events that AiMedia has counted, bike sharing and the previous Didi Uber Capital War were on the list. The former's round of large-scale financing in the second half of the year turned the last mile of the travel market into a capital winter. The fire that burned the most. But in fact, while sharing a bicycle platform with external investment to cover the market, there are many problems such as management defects, moral dilemmas, and unclear profit models. Burning money to expand is the way forward for Didi Uber, and the story is likely to be M & A in the end. It remains to be seen whether this myth of the sharing economy, piled up by capital, will succeed.
chose the shared bike as the "annual story". In the article "Shared Bikes, Behind the Scenes of Real and Fake Outlet", he combed the capital carnival behind the 2016 bike war and what to do in the future.
"This war appears to be taking place on every street corner, but we believe that the real battle actually took place in the capital betting of Tencent, Didi and Sequoia, DST and other major institutions. The calculation of a real financial model. "
In order to meet the rigid travel needs of urban residents for the last mile, the bike sharing market represented by Mobike and OFO has become hot. Four rounds of huge financing. The influx of capital has led to the competition logic of bicycle sharing becoming: by quickly burning money to expand, forming barriers with a sufficiently large scale and density. Mobike and OFO took the lead in capturing first-tier cities such as Beijing, Shanghai, Guangzhou, and Shenzhen, while later small players were subdivided from other second- and third-tier cities.