Share bicycle market general situation
2016 rub do obeisance to bicycle horizontal stroke to be born for nothing, detonate share bicycle (bicycle) the market, drive place market half an year 4 billion yuan financing. The player cent that shares bicycle market is 3 kinds: Governmental dominant share bicycle, contract model share bicycle, share bicycle with Internet, latter includes main player rub do obeisance to bicycle and Ofo, and small cry bicycle, ride bicycle, actor does obeisance to the other player such as bicycle and Hellobike. Later development place says to share bicycle to show Internet shares bicycle. Share bicycle player to already put in more than 1.5 million bicycle to enter city and the area such as city of home's main line of just a little and foreign Singapore, Silicon Valley and London at present. According to statistic, china can choose " last kilometer " ride pedestrian mouth about 85 million, share computation of a car according to 10 people, market dimensions of future is controlled in 8.5 million. Accordingly estimation, bicycle market still has bigger growth space.
Internet shares bicycle to had produced major effect to swimming up and down. To upriver production business character, its are produced can superfluous get great alleviate, one shares media of bicycle CEO Ceng Xiang to divulge, what the whole nation produces on the bicycle product line of 80% now is to share bicycle. To downstream user character, shared bicycle to solve last kilometer to give a difficult problem. Traffic big data concludes: A travel of a travel of Beijing of 80% and Shanghai of 60% is medium, the subway + the bicycle is rapidder than the car.
General situation of market of the communal bicycle that rent
At present our country has the world's most 430 thousand communal bikes, communal bicycle enclothes a city to exceed 220 in home, can the renting service of 24 hours of movement is occupied than exceeding 70% , what the city of 91% adopts is overtime rate system is spent, what the city of 9% adopts is system of sincere letter integral.
Internet shares the reason with successful bicycle
The innovation design of 1. bicycle solved traditional pain spot
Share bicycle relative to what perhaps contract at governmental dominant, why does Internet share bicycle to you can put extraordinary splendour alone? Because its cancelled to secure,be jockey picket, the user can be in public section is optional park, solved the pain spot that jockey. With rub do obeisance to bicycle to be exemple, user use mobile phone is OK bicycle of satellitic fixed position, the 2 dimension code on automobile body of the scanning after finding a vehicle can solve a lock automatically, the park section that after riding an end, optional park draws white line in roadside government is public perhaps area, add up to car lock again, can leave. 2 because solved the problem with handle card difficult,be, want a mobile phone to sweep a code to be able to ride only.
The development of user of Internet of 2. mobile phone
Of the smartphone popularizing the growth with mobile netizen is the base that shares bicycle to be able to develop. Specific data sees figure below:
The high-tech of 3. bicycle and feelings
Or with rub do obeisance to bicycle citing, rub do obeisance to bicycle CEO Wang Xiaofeng to express:
The first, this is the project that a China starts formerly, this are OK rub do obeisance to this poineering enterprise and other the enterprise of 99% distinguishs come. The 2nd, it is one has social property, with the people's livelihood relevant, this goes with you serve inside a city thousands of, tens of thousands of user this thing is not quite same, so this mixes us another enterprises of 99% (poineering enterprise) the area comes apart. The 3rd, say like what I a moment ago told, the advantage of the soft hardware of ourselves, make we have an opportunity from be in at least in the future, this possibility is walked out of from China, can the opportunity becomes the company of a globalization, this also is not the characteristic that place of each poineering company has, likelihood another 99% it is I think Chinese market is done only big, I want to do only, so much characteristic is different, actually dispute Chang Jian believes this thing inside ourselves heart. Not be to say to talk about the past to have foresight now, say we are returned actually from so called success now however very far, but ourselves has considered the each step that we take almost.
High-tech respect, inside lock of its automobile body compositive embedded chip, GPS module and SIM get stuck, use solid tyre, without the axial drive of chain, complete aluminium does not become rusty automobile body, whole bicycle can achieve 4 years high frequency level that need not maintain artificially below use condition.
Feelings respect, rub do obeisance to a company to announced formally to land Shanghai on April 22, 2016, that day is world world day, advocating green to give a way is a gift that gives environmental protection. And rub the user interface that do obeisance to is outstanding also showed managing carbon discharge capacity. And urban white-collar pays close attention to motion and environmental protection more also is a bicycle the main factor that flashs afresh in travel goes out in the city.
4. reduces governmental finance burden
What differ with drop drop and actor pace is, the government welcomes an attitude to sharing bicycle project to hold. Case of movement of system of countrywide communal bicycle is the best is system of Hangzhou city communal bicycle, its serve a dot to exceed 3500, che Ting of 5 years (canopy) advertisement fee income makes an appointment with 200 million yuan, advertisement battalion receives increase rate to be 2%-3% about, and of operation cost add fast be as high as 10% however, bring about put every year in financing gap millions yuan. The labour cost that tall house does not issue and car loss accentuate ceaselessly governmental finance burden, such as rub do obeisance to, Ofo share bicycle company emerge as the times require, partake effectively for the government solve.
Of 5. capital swarm into
Inside the time that has half an year from August 2016, capital is swarmed into thick and fast share bicycle. During, rub do obeisance to finished financing 5 rounds, ofo finished financing 4 rounds; The successor is small cry bicycle is in weak point financing is finished 3 rounds inside 24 days; Actor does obeisance to bicycle to also obtain financing 3 rounds inside 3 months.
Rub do obeisance to forehead of E annulus financing to did not disclose, suppose its and D annulus same, it is 100 million dollar. So up to in January 2017, rub do obeisance to bicycle in all financing makes an appointment with 3.3 billion yuan. Generally speaking, inchoate won't change an enterprise to control right with the financing of poineering phase, the author reckons 3.3 billion yuan financing dimensions is in the share of 30%-50% , estimate accordingly rub the appraise value that does obeisance to bicycle is controlled 100 million yuan in 66-109 about.
Profit pattern
Share the name that bicycle shares all right, what rent all right however is solid. The user rides the bicycle of travel to be not come from share, serve business to offer by bicycle directly however, what the user pays is to hire fare essentially. rub do obeisance to bicycle and character, measuring postpartum its cost cost is controlled in 1800 yuan, the user cycles 1 times lowest 0.5 yuan - 1 yuan, although 10 people use a car, support hire answers this not within the foreseeable future more do not raise profit, and time is long, bicycle returns meeting attaint.
Current gain pattern:
The profit pattern that shares bicycle depends on mode of its cash pledge. Rub do obeisance to bicycle riding collection of the meeting before travel 299 yuan of cash pledge, ofo meeting collection 99 yuan of cash pledge, after riding an end, cash pledge won't be returned automatically, need user hand to move however submit application, this part may be to consider an user to ride again of travel convenient experience. Rub the cash pledge go back that do obeisance to needs 2-7 weekday arrives Zhang, according to the example above, if 10 people use a car, criterion cash pledge is in 2990 yuan, actually the experience of author of refund cycle according to, need 2 days. Such, serve business to rely on big data to get deposit gains to provide a space for bicycle. The deposit of Ofo is returned in real time, this also test and verify the cash pledge in be being operated actually is not to need to stop of 2-7 day.
Prospective profit pattern:
Hire + cash pledge + advertisement + big data sells
From the point of the circumstance of communal bicycle gain of governmental dominant, the communal bicycle system of major city county still relies on governmental subsidy to manage operation, only the specific city such as Hangzhou can realize profit and loss basically balance. The communal bicycle system of Hangzhou is main by Hangzhou public transportation system is in charge of construction and operation, on construction of early days facility, group of Hangzhou fair be mixed relies on governmental subsidy; The annual operation cost in later period operation is as high as 80 million yuan, as a result of the commonweal sex of system of current and communal bicycle, face terminal user collect fees the main source that does not make income (communal bicycle is general give priority to freely inside 1 hour of use time, the use time of the citizen of more than 90% is inside 1 hour) , because this income basically comes from,output at advertisement resource and mode, will look on one hand, the advertisement income with communal bicycle annual system has exceeded Hangzhou 40 million, from the point of the circumstance of invite public bidding of the ad right of administration that goes up to was finished year Feburary, contest mark just inspected division medium to achieve ad right of administration 5 years with 214 million yuan (do not include automobile body ad) , on the other hand, ability relies on the Jintongke with subordinate group of Hangzhou fair be mixed every year to be outputted to the technology of other city county, overall basically achieved balance of profit and loss.
Future, internet shares the diversity of profit pattern hopeful of bicycle, on the foundation of hire and cash pledge, increase advertisement and big data income. Will look from the communal bicycle of current government dominant, advertisement income is big head. And to Internet company character, big data is its advantage, for instance rub do obeisance to the company that states it is a technology and data dominant.
Superintend
In share bicycle market to do big later, governmental superintendency also subsequently and come. Shanghai teachs appoint, total fleet of policeman of city public security bureau talked much home to share bicycle business about a few days ago. Via talking things over hind, management department of door of Ministry of Education, transportation and share bicycle business to will roll out a series of act in new term, register way through improving, strengthen go on a tour of inspection to execute the law, a variety of channel such as parent guiding, "Forbidden the child rides to share bicycle all right under 12 one full year of life " . The basis negotiates reached consensus with all possible means, shanghai shares bicycle business each will from improve register way, fulfill an autograph to arrange commitment, increase the clew that play a window, aggrandizement credit management, update intelligent lock to wait for a respect, fulfil legal laws and regulations strictly to ride the demand of a bicycle about minor. Marked on bicycle paste is relevant at the same time caution catchphrase, the place that does not wait for minor discrepancy concentration in middle and primary school, Children's Palace puts in share bicycle, personnel of constituent movement dimension increases strength of go on a tour of inspection and dissuade those who teach minor in time to violate compasses ride a behavior.
Share bicycle amount to still jump in fast at present add, if the government is strengthened,will not superintend, dominate a town for instance share bicycle gross to measure, so who can win out? Later development experiences from gain and product 2 angle undertake an analysis.
Who will win out?
View a group of data first:
1. gain ability
Although occupy not complete count, share bicycle market to have about 30 players, but will look from financing forehead and bicycle amount, eventual winner may be to be in rub do obeisance to arise between bicycle and Ofo. Above paragraphs of no less than is analysed, rub do obeisance to support cash pledge and the profit pattern that expend by bike are already clear; But Ofo has no clear profit pattern however. Light relies on financing cannot long-term, cannot laugh without profit pattern finally, easy interesting net and the net that clean out treasure is lessons drawn from others' mistakes.
2. product experiences
Drive an experience from what the author makes an appointment with 300 kilometers and character, rub do obeisance to want excel Ofo.
1.Rub do obeisance to bicycle there is GPS fixed position on the car, look for a car to go to the lavatory; Do not have on Ofo car, it is very difficult to look for a car;
2.Rub do obeisance to heavier, ofo is lightsome, sunday run, ofo rides travel is more relaxed. If be apart from lengthen,do not pass, the city gives guild to choose the subway or taxi; The user that often needs to cycle also meets him buy a car;
3.Ofo asks the user opens the GPS fixed position on the mobile phone compulsively, charge a cost least 20 yuan; Rub do obeisance to the regulation that did not open GPS compulsively, charge a cost least 1 yuan. The user of this respect experiences rub do obeisance to excel Ofo;
4.Rub do obeisance to use automatic lock, without the password, the original intention of the design is safe > durable > comfortable, accordingly although weigh, but very few attaint; What Ofo uses is password lock, 1 car 1 group of passwords, attaint rate is higher, in good condition car is less. Rub do obeisance to jockey to want to lock up a car every time, lock up car hind to end plan fee automatically. The password can remember after Ofo jockeys, the car is locked up after throwing into confusion, want a mobile phone to go up only not the hand is moved click an end to won't end plan fee automatically. The author ever tried Ofo to throw into confusion shopping plan goes riding again after the password locks up a car, but the car is driven by other, still continue plan cost, see and insecure, really somebody cycles in purloin password;
5. Mabaike makes an appointment, ofo is no good;
6. credit system: Rub do obeisance to make component to every user, new user acquiesce has branch of 100 minutes of credence, every ride to increase one minute all right, if user park comes,violate plan part, once discover or be informed against by other user by operation group, with respect to meeting subtract 20 minutes of credence of this user are divided; Divide when the credence of this user under 80 time-sharing, use again rub do obeisance to bicycle to be met by according to 5 yuan / price of half hours collects fees. Ofo is done not have.
Conclusion
Ofo is gotten the better of in the amount, rub do obeisance to get the better of in quality. Rub do obeisance to those who share bicycle ethos first, have send an advantage first, its design is cogent accord with a city of last kilometer ride a demand. Ofo criterion cost is inferior, those who rely on level sex is free ride an activity rapid dilate. At present rub do obeisance to form clear profit pattern, and the client is active; Although Ofo has add a series of improvement such as outfit intelligence lock, but did not see clear profit pattern. The author forecasts the winner that shares bicycle market future is probably rub do obeisance to bicycle.
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