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bicycle sharing industry continued to burn: how many bicycles can be accommodated in one city ?

time2017/03/13

Sharing  bicycles are too much, the city can not accommodate more.


"Bicycle manufacturers have received so much of our orders have been scared! In Wuxi factory, producing 14,000 bicycles a day." Mo Bai cycling founder Hu Weiwei's feelings not only caused a strong interest in Premier Li Keqiang, but also to this young The company suddenly stood to the actual situation of the economy, the old and new energy conversion of the times on the outlet.


"Ofo the power of the masses of the force is 30,000 / day, is expected to put the end of the total volume of 10 million." Ofo founder and CEO Dai Wei is graduated from the Beijing University of high school students, the figures are extremely sensitive. "This market is too big, China's more than one billion people, there are 400 million light stock car, I put 10 million a day to 10 years to reach this scale." Dai Wei said in an interview.


Bicycles put the frenzy is coming, only the only bicycles, ofo two giants in 2017 put the amount of close to 20 million, production capacity is expected to reach 30 million. But this still can not stop the other shared bicycle brand to kill this ocean. According to public reports, now the market share of cycling brand about 15 to 20, has more than 30 cities in the country put, put the number of millions.


Ma, the founder and chief executive officer of Tencent, who has invested in Matthew, has the same concerns. "With the capital, the streets are full of cars and the streets are not enough, and now they have new problems." "


According to Tencent venture research, north of Guangzhou and Shenzhen four first-tier cities population totaled 71.32 million, the existing shared bicycle delivery volume of 1.08 million, if the future ofo and Matthew continue to run, you can reach 1.81 million, this far Far can not consume 30 million bicycle production capacity. Even sharing the bike down to two, three, four lines of the city, a total of about 17.45 million vehicles, this distance fromo and Matthew 30 million this year, the sum of the order is still no small gap.


Money is still burning, 4 billion bicycle deposit was Tucao


Just past a week, white-collar Mr Jiang was pleasantly surprised to find that sharing bike OFO and MObike are free reding. "The front foot received a song from the motorbike, said March 6 to 12, the national 'two sessions' during the free ride, after the foot of the text of the text came, time, reason exactly the same.


Why should we launch free cycling during the "two sessions"? The public relations department told the Beijing Morning News reporter, mainly because in the "two sessions" during the possible traffic management measures, people travel inconvenient. In addition, spring temperatures rise, to encourage the public to use shared bicycles. The free morning cycling activity is part of a series of marketing activities carried out in accordance with the plan. On the one hand, it is in order to give back to consumers' love for the bicycles. , On the other hand is to continue to promote the popular green travel, low-carbon travel concept of life.


Free success to stimulate the growth of the user. Although there is no specific figures, but the motorcycles cycling and ofo have told the Beijing Morning News reporter, the last two months of free riding, reimbursement and other promotional tools to improve the number of active users of the bike, the new user growth is strong.


But the deposit problem then surfaced. In January this year, Mount Boki and ofo all announced the number of users more than 10 million. According to the two were 299 yuan, 99 yuan deposit, the two platforms of the deposit increased by nearly 40 billion, but the major bicycle platform for the whereabouts of the deposit is closely guarded.


Tucao on the deposit is also increasing. According to the rules of the deposit return of the motorbike, it takes 2 to 7 business days to apply for a refund. Motorcyclists said the return time was affected by the payment cycle of banks and other payment channels. Deposit "second back" of theo, there have been denunciation of the user can not refund for the balance.


For the sensitive deposit, the worship and the ofoo all emphasize the specialization of the earmarked, but the legal profession has indicated that the sharing of the bicycle platform for the "deposit" is suspected of illegally absorbing public deposits, should be introduced by the regulatory level approved third party custody Hosted.


Public relations war first, the decision to postpone to July?


"I am worried that, under intense competition, now some shared bicycles have been paid from the free to go, follow-up will not let go to the user to ride a bike?" Last week, Ma talked about sharing the bike expressed his worry.


Although there are many problems, sharing the bike is still the most exciting street scenery in the spring. With the worship and the continuation of the continent, the practitioners also entered a long absence of the fighting state.


Just after the Spring Festival, the media practitioners Xiaojiao found that a lot of public relations are quit. "This year's whereabouts of special concentration, not to ofo is to go to worship." The fighting first from the public relations circle of war began. Small focus found in the shared bike public relations circle of friends, in addition to promote their own products, "Friends" is the highest frequency of the word. "Feeling the same as the fighting drama, especially on the eve of the conference and after the manuscript came out."


The data war of course, but also to fight. According to the mobile data monitoring platform Trustdata data, the number of active users statistics, motorcycles cycling market share of about 70%. But according to a third-party research institutions than the report of the consultation show that, sharedo bicycle market share has exceeded 51.2%, ranking first in the market. The amount of money is also the same. On March 1, ofo announced the acquisition of $ 450 million in D rounds, which was only a week away from the announcement of the new introduction of Singapore's Temasek.


Last year in September, ofo investors, Jinsha River Chuang Zhu Xiaohu had said the shared bicycle will be in six months to end the fighting. Now the time has come, the war situation is still stalemate. "July before or will usher in a shared cycling race, we will wait and see." Ofo brand leader told reporters that the king of the newspaper, the price of the vehicle will be hundreds of pieces, "different from other peers are still burning for the scale, Ofo has been profitable in cities such as Hefei, Xiamen and Kunming.


For the decisive battle time and profit time, Mount Baimai refused to comment, "Share Mobike  edicated to doing their own things, tens of millions of users to serve