It seems that the prediction of a shared bicycle founder turned into a reality in the winter of 2017. However, this "elimination" seems to be a bit too fast, too fierce, and one round after another, no one dares to save, no one can save; and we are like a spectator, witnessing the entire death The occurrence, from birth, to illness, to medicine, to death. Behind the so-called "sharing economy" bubble, who is wrong?
Recently, the little blue bicycle fell, the founder escaped, the employees cried, the users were angry, what happened to ourselves?
1,
There are more and more signs that the cool bike will be the next "small blue".
As early as mid-August of this year, many cool cycling bicycle users across the country reported that the cool ride bicycle could not be promised within 7 days of the deposit refund. Some users even applied for a month, the deposit has not been returned, and the customer service phone can not get through. This phenomenon is only five months away from the "golden bicycle".
In September, these problems have not been solved, but they have become more and more fierce. At that time, there were media exposures. The bicycle divisions in Hangzhou, Hefei, Changsha and other places have gone to the sky.
In October and November, the negative reports on cool cycling continued. In the first two days, Cool Cycling also announced that it would suspend the Beijing Tongzhou Wanda Plaza office to handle the deposit refund service. Users can “hold ID card or driver’s license, Passport and other valid documents will be processed at Room 708, Building 1, Ocean Center, No. 588, Jitai Road, High-tech Zone, Chengdu, Sichuan.
Until the morning of the 22nd, Cool Cycling once again claimed that the offline refund point temporarily stopped the opening of the offline refund point, and said, "Since the offline refund point seriously affects the public order and safety of the scene, it is decided to temporarily stop the offline. The refund point is open. In addition, the guest will be responsible for the management and operation of the cool bike.
In four months, the issue of the inability to return the deposit, Cool Bike has made multiple responses, but either "because of system instability" or "management strategy mistakes."
According to relevant media surveys, users reported that they did not find the cool riders at the scene of the refund point at Chengdu. They still could not successfully handle the deposit refund service.
Some users couldn't help but ridiculed: I bought a plane ticket and ran to Sichuan to return the deposit. As a result, the deposit was not retired, and it was delicious!
2,
A closer look at the development of the shared bicycle economy can be divided into three phases:
The first phase began in May last year when Moby bicycles entered Beijing. After that, ofo quickly obtained a $130 million Series C financing and announced that it would leave the campus and enter the city business and formally form a confrontation with Mobai.
In the short period of time since then, billions of capital from venture capital and Internet giants have entered the industry, which has ignited the smoke of this money-burning competition.
In the second stage, from the first half of the year, Yubai, Xiaoming and other red, orange, green, blue, and purple shared bicycles all started on the road. There was no rule in the number of shared bicycles. The phenomenon of civil unloading and vehicle breakdown occurred from time to time.
In the third stage, starting from the middle of this year, most startup companies with insufficient advantages have begun to get into trouble due to lack of funds for blood transfusion, such as mergers, acquisitions, and production suspensions.
3,
However, the "sequel" after the death of a bicycle still exists.
Different from the drip rental car, the taxi software of that year was either unsustainable in the number of users, or the profit model was basically difficult to break through, and the source of all the consequences was basically a huge subsidy for vicious competition, and now the subsidy for sharing bicycles cannot be combined with taxis. Compared with the software, because the user rides the shared bicycle, it is not because of the subsidy.
The author once mentioned in the "Tired of the bones, sharing the bicycle," high frequency and just need to be an essential element of the sharing economy.
In fact, the core assets of shared bicycles are not only the hard power such as bicycles, but also the soft power in terms of user maintenance and other services. As the user market matures, costs and experiences become the target of both sides.
Just as the method of dealing with the “user deposit†problem of Cool Bike is not properly solved, the deposit of RMB 100 will be paid by the user himself. (Worry: I did something good for the sharing economy.)
Li Junhui of Titanium Media once said, “Only vehicles are put in, they are not managed and maintained, and shared bicycle companies are in the process of fund-raising fraud. Because of this “only-not-administration†behavior, the purpose is to collect user deposits, which is obviously illegal. Possession of possession is suspected of fund-raising fraud."
4,
If the business fails, it means that the management strategy is wrong, then what is the correct strategy? Still wrong at the beginning? The new generation of Internet economy under the savage growth, lack of corporate autonomy, industry self-discipline, and government regulation have all laid the groundwork for the problem.
The founder of the US group, Wang Xing, publicly mentioned three years ago: "Entrepreneurship is the spirit of unremitting pursuit of opportunities regardless of existing resources." Now, among the hot entrepreneurial wave, who can be called Is it an entrepreneur?
Ask yourself: Why is it that the sharing of bicycles from birth to death is a flash in the pan, in addition to the acceleration of capital burning, and more importantly, because the Internet industry has entered the era of planned economy with oligarchy, no one can afford it, and entrepreneurs From the beginning, I figured out how to be accepted by BAT.
According to the "Statistical Report on the Development of China's Internet Network", as of June 2017, the number of shared bicycle users has reached 106 million. According to the user's average deposit of more than 100 yuan, the total deposit of the entire shared bicycle industry may have exceeded 10 billion yuan. If you add shared cars and various types of items, the stock of deposits in the entire shared economy is expected to be around 15 billion. Industry experts have estimated that in the past six months, the entire sharing economy has had a deposit of about 1.5 billion yuan, which has caused actual economic losses to users.
Then, at the end of the article, the author has a question to ask: In the next year, two years, or even five years, how do you treat this 299, 199, 99 yuan deposit? It doesn't matter the size of the amount, but what is the economic model of the sharing era?
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