Guo Degang says: "Say cross talk, others waste time is dead, I am a Great Master " . This word is put in nowadays achieve join a field likewise applicable.
Cheng Weigang of drop drop author just admitted the enterprise continues deficit, so far drop drop had a deficit 6 years 39 billion yuan, shared economy to serve topic a list of names posted up hot search. It is to drip not just, whole share economic domain to do not have a live well. If say to still was 2017,share the heat wave with last economy, back-to-back and the afraid winter that those who come is 2018. It is to drip not just, whole the head that shares economic industry to publish news of trade of finance and economics again and again, once besides " daughter-in-law cannot be shared, other OK " after sharing economic a place with a draught to pass, stay besides one ground chicken feather still one string grows long insolvency list. Tidewater retire just knows who is naked swim, this is achieved to cast a circle to say rotted word, describing the current situation that shares trade well and truly extremely 2018
The person that chase after wind people advance wave upon wave, not complete count, up to now, share 26 to devote into the business that shares economy to declare closes down or end a service. Include 7 to share bicycle business among them, 3 share car company, 7 are shared charge treasure enterprise, 4 share the business that hire the garment, 1 shares umbrella enterprise and 4 share toy company. Someone says 2018 is industry reshuffle, those who stay is preeminent company. But the delegate that serves as preeminent company, no matter be a drop,still be rub those who do obeisance to OFO to pass is bad. This can'ts help letting us think over.
This industry appeared after all what problem
The original idea that shares economy is to use Internet technical general society is disengaged resource is efficient use rise, in order to promote society of loss of efficiency cost. From theoretic tell, the information that is based on Internet to bring is shared quickly and the network pays ability to be able to let share economy to become really but the commercial model of throw on the market, actor pace lets share economy to enter public field of vision quickly. Actually, property right did not produce move, because this shares economy,can be inspected the Internet of the business that rent is changed outspread. We call him for the moment the new renting business below Internet environment. Main profit pattern depends on the traditional business that rent the collection of hire. But drop drop, rub do obeisance to or the cost expenses that OFO cannot rely on low hire to offset the allowance of high specified number and loss are brought apparently very much.
The biggest cost of drop drop comes from at the allowance to the driver, and share the cost with the biggest bicycle to come from the loss at bicycle. Drop drop loss exceeded with respect to drop drop character first half of the year 2018 4 billion RMB, reward the investment that go up to amount to 11.78 billion yuan in the allowance to passenger and driver among them, had achieved 2017 65% of annual.
Drop of the drop at the beginning of March still predicts 2018 its advocate business Wu will realize gain, net profit hopeful approachs 1 billion dollar, company whole comes true " small make money " , but the Cheng Wei after half an year passes changed a mouth, he emphasizes in the letter " profit is not the target that drop drop pays close attention to most absolutely " , still showing a drop is not a profitable prep above all enterprise. Although drip drop this year already disturbance of safety of suitable windmill of two bodies defect, but downwind car takes a drop platform total order form only about 8% , brief the influence that gets offline to drip to dripping actually not quite big. Nevertheless drop drop arranges the windmill to had gotten offline till the cows come home now, be chopped possibly even, for the drop drop of deficit of this pair of a huge sum one disaster after another of it may be said. Downwind car gave a drop to bring 800 million yuan of profit 2017, it is a business of an only profit.
The net makes an appointment with a car not to make money is to be in China to happen not just. From make an appointment with a car to burn market of cash allowance race to control with one numerous net, to buy Uber China alone big, will 6 years drip drop still unfulfilment gain, like Uber, hard gain is the fate that the net restricts a car it seems that. The professor Len Sherman of American Colombia business school ever wrote civil explanation on Forbes why Uber cannot gain, he thinks the commercial pattern of Uber had decided its are destined cannot gain. Although be to want to overturn with lower price,Len Sherman points out Uber traditional taxi industry, but this is to be equivalent to letting taxi industry regain do not have superintendency dilate times nevertheless, pattern of this kind of trade has been proved by the history unworkable. The net makes an appointment with a kind the car also is a taxi actually, it is to superintending not perfect case to fall, with extremely low admittance doorsill and price advantage fast and occupational market, the commercial pattern of Uber and drop drop did not change the industrial structure of this industry, structure of this one industry decides its are almost impossible gain. It is a drop and actor pace not just, the net of much home of the whole world makes an appointment with car platform, of the Ola of the Lyft that is like the United States, India, Brazil 99 also all the time deficit, test and verify of certain also level the viewpoint of Len Sherman.
Annotate: Going up century 30 time, as consumption class car begins to gain ground, taxi industry begins in the United States arisen, but because was not superintended, many taxi company and driver begin to make price war, the result causes taxi company and driver almost profitless, the taxi serves experience and safety to cannot be ensured, let urban traffic be immersed in for a time break down. To solve this problem, 1937 " Ha Sifa case " (HaasAct) ask all taxis need to buy operation of license plate ability.
Same deficit is having different reason
Drop drop hard the driver of the allowance that burn money that gain basically keeps because of need and passenger, share bicycle same hard gain, differ with allowance driver and passenger, the cost that shares bicycle basically comes from at car mar rate is exorbitant. Of OFO mar rate be as high as 30 % already. Rub although adopted different competitive strategy,do obeisance to, in not hesitate design of sacrificial use experience was produced heavier but more be able to bear or endure held bicycle, but mar rate still not low. According to penguin wisdom cruel the survey before this, the scale that Ofo user reports car breakdown is on whole prep above rub do obeisance to an user, but rub do obeisance to not low also. Both is respectively 39.3% with 26.2% .
The pattern of a few kinds of profit that shares economic tentative plan also did not come true nowadays
Once had imagined share economy to have pattern of a few kinds of profit, but did not obtain implementation nowadays:
One, unilateral trades mode
Still run on the road today all sorts of sharing bicycle, what use belong to unilateral to trade mode: Manufacturer of drive a vehicle sells the car rub do obeisance to bicycle, rub do obeisance to will carry sheet again the means of second hire, to C upright user provides hire service, by second pay fee. This kind of mode is actually share economic mode, hire pattern unilaterally however. To rub do obeisance to, it is gotten as far as possible it is very important that much C carries an user, inchoate need folds the means of sales promotion to pull the user through all sorts of hitting, develop a habit next, think method promotes the use of every car frequency again. The user sweeps a code to open a lock, ride an end hind to deduct cost automatically. The gain space of this kind of mode can have those who allow comparative choice calculate, and the ceiling is lower.
2, mode of cash pledge finance
Trade in unilateral besides, almost all sharing bicycle platform open " should use make deposit first " mode, cash pledge differs 99 yuan to 299 yuan from everybody.
If one shares bicycle platform to be able to pull 10 million C to carry an user, his cash pledge 200 yuan, user every time the average cycle of go back cash pledge is 6 months, so this platform can be ensured hold the cash reserve that amounts to 2 billion RMB from beginning to end in time of half an year. So much money does not invest is really regrettablly, if year change leading is 5% , so come down one year this platform can earn 1 more at least 100 million.
But come on stage as what set related the country, superintend to cash pledge upgrade, the road of the profit pattern of white wolf of this kind of empty glove has been sealed dead thoroughly.
3, bilateral share bicycle mode, include C2C among them, b2C and C break appreciation service
1, of C2C type share mode
If C upright user is enough much, the unused resource that encourages individual him general puts in platform to let other use, him collection hire distributes benefit. Drop drop suitable windmill is this kind of mode, but this kind of mode needs to overcome two catastrophe to inscribe, the first it is loss rate expensive product is not applicable, share bicycle for example the loss of 1/3 is led (come from for the most part among them mar at ill will) decided to realize C2C mode impossibly. The 2nd it is safety and legal hazard, and two tragedy of drop drop suitable windmill also were destined this profit way needs to be in law and safe technology level just may come true further.
2.B2C
Another kind shares mode, it is to appear likely for example a few technical companies that rent a car, they were replaced nowadays rub do obeisance to a few jobs with Ofo, will technically become supply and district operation. This kind of mode resembles those who carry Cheng to go up renting a car quite, carry an user to receiving the C of the demand that rent a car at the same time, at the same time the renting company of butt joint this locality. Platform is only dedicated serve itself of character monitoring and platform at ensuring safeguard, a few is change like the O2O that cleans out treasure. But the carry feel embarrassed of this kind of mode is spent tremendous, it is to change on one hand show cycle to grow quite, the gain space that support takes pattern also very won't big. The effect that gets local operation business on the other hand is bigger, and platform is changed easily by this locality more complete competitor assigns.
3.C carries user appreciation service
Most the profit pattern that accords with Internet thinking also is most the profit pattern that is expected. Carry stronger user stickiness and user number, implementation user is overall of value change. Be similar to medium domain " 2 sale " or the profit pattern of Tecent, still can have advertisement battalion to close in addition. But current and product of need of service of word rise in value brings valuable gregarious property to the user, but in share commercial domain foregonely to be able to realize gregarious attribute without the product at present. The additional rise in value that after be worth the collect that those who expect is big to client crowd data most, forms serves, but in still doing not have the valuable attempt of this respect to appear in public eye shot at present.
Burn money to avoid hard, but bad news died adversary while, did not become him bad news " yesterday chrysanthemum "
Aid in capital push, these nets make an appointment with ability of car platform gain to be worth very hard with its overmeasure actually match, be in very hard also short-term inside bring redound to investor. If want to appear on the market,do not pass, still need to prove oneself have the capacity of gain, but the gain capacity that shares economy at present consist in economist and CEO people on PPT.
Capital market tolerates the reason that Internet industry burns money continuously is the dilate with their frequent need, they represented advanced commercial pattern, their future is very good, they need to burn money to break down through burning money to procrastinate continuously through lasting competitor. It seems that bad news died adversary, gain is when making industry monopoly when. In this thought lead, burn the current practice when money has come on the stage into any burgeoning trade pattern. Burned angel annulus to burn A annulus, burn A annulus to burn B annulus, burn all the way appear on the market, wind is cast exit the fund that continues to burn a shareholder again.
An a place with a draught follows Internet industry an a place with a draught, arrive from electric business myth nowadays share spring tide, equestrian cloud gain the free airing of views of moment of the first 1 dollar, go to Beijing east deficit 12 years, drip to today's drop again, rub do obeisance to and of OFO heat Qianru running water. CEO people speak deficit 2 words when it seems that more and more wind small cloud is weak. It seems that not deficit is insufficient Internet, commercial pattern is not quite advanced.
Below the drive of capital, one after another of new business pattern, discharging a team to flutter in blast tuyere. But commerce is commerce, not be the artistic circle that plays an idea. Do not wait for round of wind one round to cast burned burn the stock market then, but gain 2 words still only inside the commercial plan of consist in next year. Wait for what should burn to be burned, until the competitor also when bad news died, discover new commercial idea came out again, oneself had become gas star, that is so old these money that burn, pursue after all a what?
