How much imagination is there in the second half of the "sharing economy" in the second half of the "sharing economy"?

New Yellow River Reporter: Li Yunheng

"Have you started to close the net?"

Recently, a number of related topics such as the shared charging treasure rose to 4 yuan per hour, and the price adjustment of the bicycle -sharing price was rushed to the hot search. This volatility in the two mainstream markets in the "Sharing Economy" has also aroused heated discussion among netizens in the comment area. In terms of sharing of charging treasures, some people spit out and charging only an hour of electricity. Five or six yuan per hour. In terms of bicycle sharing, some people have encountered "big data killing" and discount coupons are randomly issued. Essence

On the other hand, the monster charging continues to lose huge losses, the listing of Xiaodian Technology has not been available, and the layoffs are encountered, and the management rights of Zhumang Technology will continue to increase the information of the business line while dealing with the management rights of the merger of street electricity and search for electricity.

Shared bicycles are facing the major environmental radiation of raw materials. According to the information published at the Economic Open Analysis Meeting of the Bicycle Industry in the first quarter of 2022, the upstream raw materials of the bicycle in the first quarter of this year continued the rise of last year, and the price rose by more than 10%year -on -year. At the same time, it is also a cruel fact that the continuous loss of the bicycle sharing industry and the significant reduction of financing.

Cai Zhibing, an associate professor of the Ministry of Economics of the Central Party School (National Academy of Administration), said in an interview with a reporter from Xinyao River that the price increase of shared charging treasures and bicycles is an inevitable behavior. Because these companies enter the industry at the beginning of the industry, they do not consider marginal costs and marginal prices, and they care more about market share, so the price in the environment was an unreal price at that time, and it can even be said that "competition price" or "means price" Essence However, as the market structure tends to stabilize, enterprises will inevitably consider input and output, which also confirms that "the capital element is always profitable."

Wen Xingqi, an associate professor at the School of Economics and Management of Wuhan University and the deputy director of the China Industry, Studies and Research Cooperation Research Center, also believes that due to the lack of reasonable market positioning and a clear profit model, with the continuous increase in costs, many at this stage are many at this stage. Sharing economy enterprises can only maintain operations through a simple and rude way of price increase. However, the market price mechanism has its inherent inner logic and role boundary. Blind prices are not a long -term plan to solve the sharing economy difficulties, but it may cause user loss.

From the original intention of "idle use" to a unique Internet industry model later formed. After experiencing brutal growth and multiple shuffles, how much imagination does the "sharing economy" still in the second half of the second half?

The charging standard has been questioned many times, and the hidden dilemma behind the logic of price increases

Where is the reason and basis for price increases? In fact, the shared charging treasure price is irregular, opaque, and random price increases.

Take the charging of monsters as an example. Searching for nearby stores on its applet, you can check the charging standards of different sites. On August 25, Xinyao reporters inquired about multiple stations in Chaoyang District and Fengtai District in Beijing. The interval is 3 minutes -9 minutes, the timing cost range is 2 yuan-5 yuan/hour, the cost range of the 24-hour use cost is 18 yuan-40 yuan, and the total cap is 99 yuan.

In Chaoyang District and Fengtai District of Beijing, you can see different charging standards for charging monsters.

In July of this year, the Shenzhen Consumer Council announced the survey results of five brands including street electricity, calls, Meituan, Monster, and Xiaodian, 11 local administrative districts. According to the results of the previous survey: 95%of the shared charging treasure investment point did not remind consumers' charging standards in a significant way. Among them, the charging standards did not "explain", the same brand charging standards were inconsistent, and consumers were reminded to pay attention to key terms The content of the content, the refund period of the non -clear deposit, the legal provisions of the unspeakable personal information with the third parties were raised.

Although the above -mentioned survey issues have been rectified 100%, and this supervision work has also become the first case in the country, but it undoubtedly also exposed the chaos in the shared charging treasure charging charging behind. Directly steering agent. According to media reports, in order to cope with the current funding pressure, major shared charging treasure companies actively conduct strategic adjustments and abandon the direct -operated model to the pure agent or "direct -operated+agency" model. For the agency mode, Xiaodian Technology is also vigorously promoting its agency model business. Whether the promotion of the agency model directly affects the charging standard, but the service quality of the agent cannot be guaranteed uniformly.

Meituan and monster charging treasure recruitment agent advertisements

In June last year, the Competition Bureau of the General Administration of Market Supervision of the State Administration of Market Supervision held an administrative guidance meeting with the Anti -Monopoly Bureau and the Online Supervision Department, requiring Harbin, Qing Orange, Meituan, Monster, Xiaodian, Calling, Street Electricity, Search Electricity, etc. The shared consumer brand operating enterprise has rectified within a time limit, clarified the pricing rules, strictly implemented the price bidding, and standardized market price behavior and competitive behavior.

Not long ago, Meituan bicycles also announced that due to the increase in hardware and operation and maintenance costs, since 23:00 on August 10, 2022, the Meituan bicycle cycling ride -ride cards have been adjusted without discounts. The 90 -day adjustment was adjusted to 15 yuan, 35 yuan, and 90 yuan, and the price before the three -speed cycling card was adjusted by 10 yuan, 25 yuan, and 60 yuan, respectively, which was very obvious. The Harbin bicycle has increased the price twice in March and early this year. At present, the discount price of 7 days, monthly cards, and quarterly cards is 15 yuan, 35 yuan, and 90 yuan, respectively. The price of bicycles is flat. Behind the frequent price increase, it seems that those hidden difficulties are gradually being seen by the public. Talking about the current dilemma of "sharing economy", Wen Xingqi believes that one is that one is that the relevant industry specifications are not sound enough, and regulatory methods and methods cannot keep up with the pace of the development of the sharing economy. The industry market monopoly; third, there are more prominent data security risks, such as excessive data collection or even illegal collection, data abuse, and data leakage; fourth, the industry innovation standards and upgrades are not clear enough, and there are problems of "pseudo -innovation". Sustainability of new technology development and business models is difficult to guarantee.

From the barbaric growth to the tide, the loss is still the norm of the industry

The time returned to 2015, and this year, the "leader" of the shared bicycle was officially launched. In the past year, another "giant" Mobike bike of the shared bicycle at that time also launched in Shanghai, and at the end of the year, the Harbin bicycle also completed a Series A financing.

Followed by dozens of bicycle -sharing brands appeared at the end of the streets, as well as the influx of multiple brands and capital in many fields such as shared charging treasures, shared umbrellas, shared massage chairs, shared cars, and shared office areas. It's! In 2015, it was also considered to be the first year of China's sharing economy.

The barbaric growth accompanied the crowded sharing economy track, which was full of heat, but soon changed. On July 6, 2017, ofo Xiaohuang announced the completion of more than $ 700 million in round E financing, and then announced that he had settled in many foreign cities such as Seattle, Oxford, France, and Paris. Okay, in September 2018, the news that ofo Xiaohuang car was sued by Phoenix bicycles is now more like a fuse. Subsequently, the user's deposit could not be withdrawn, and ofo was included in the list of people in multiple cases. Ofo Xiaohuang car gradually disappeared on the street; another Mobike also stopped service at the end of 2020, fully access to Meituan, and changed its name to Meituan bicycle.

In just a few years, on the shared cycling track, the entryrs have experienced dozens of rounds of market killing. Many brands have not even waited for users to remember their names. After the peak, players who stay on the market have basically been by Meituan. Bicycles, bicycles, and green orange bicycles are three -pointers, but the loss of losses still continues in the industry. Public reports show that after the wholly-owned acquisition of Mobike, Meituan's cumulative losses were close to 5 billion yuan; Harbin Travel 2018-2020, net losses were 2.208 billion yuan, 1.504 billion yuan, and 1.134 billion yuan, respectively. The shared bicycle was divided into the loss of 30 billion yuan in "other business".

Looking at the charging treasure industry, in April 2021, the monster charging was officially listed on the Nasdaq in the United States, becoming "the first share of domestic shared charging treasures". Monster charging started in 2017. In April of that year, tens of millions of yuan of angel round financing was obtained from Xiaomi Technology, Clear Capital, Shunwei Capital, and Gaoming Capital. According to public financial reports, the Monster charging in 2021 was from profit to losses year -on -year to lose money. After its profit of 160 million yuan and 75.43 million yuan in 2019 and 2020, the net loss of monsters in 2021 was 125 million yuan. Monster charging this year is not good. According to the financial report in the first quarter of 2022, the monster charging revenue of this quarter was 737 million yuan, a year -on -year decrease of 13%, and the net loss was 96.41 million yuan. Monster charging CEO Cai Guangyuan also later said that in the first quarter of this year, it was very challenging to enterprises.

Monster charging

The other two head charging treasure enterprises Xiaodian Technology and Zhumang Technology also often revealed the news of huge development pressure, as well as the news of transformation and finding new tracks. According to the data check data in the first half of this year, there are more than 300 shared charging treasure related companies in my country. Since 2016, the cumulative amount of financing has exceeded 40, and the total financing amount has reached 5 billion yuan. Among them, 70 % of financing incidents occurred in 2017. At the same time, 10.1%of the shared charging treasure related enterprises in China have generated legal lawsuits. 8.8%of my country's shared charging treasure related enterprises have had operating abnormalities, and 1.5%of shared charging treasure related enterprises have been punished by administrative penalties.

In fact, the "sharing economy" has long been existed, and the cause of the cause is intended to make full use of idle resources, but now it seems that this has developed into a new type of business system doped with Internet thinking.

After many shuffles, the tide has receded, and the capital is no longer crazy, and the problem after stable is also exposed.

After the precipitation, the price increase is the solution to the distress?

High operating costs, single sources of income, and fierce competition in the industry. After the sharing economy has precipitated, it is about to break the situation.

Wen Xingqi also believes that after the early accumulation and rapid development, the sharing economy has continued to expand in the aspects of product category, business field, market size, and business model. With the intensification of market competition and the strengthening of industry supervision, the sharing economy has entered the precipitation period. It is urgent to further discover and seek new development and profit models to achieve transformation and upgrading. At the same time, he also mentioned that the sharing economy itself is the product of the integration of technological innovation and business model innovation. Therefore, its own innovation upgrade is a lifeline that determines its development prospects. If the sharing economy wants to achieve breakthroughs, on the one hand, we must reconstruct the logic of profitability, and fundamentally think and build a reasonable market positioning and sustainable business model that is in line with technology and market development trends; on the other hand, scientifically uses modern digital and information technology methods For mechanism tools, establish a powerful network channel based on massive users, deeply cultivate platform data, traffic, and scenes, cut the pain points of market demand, reduce operating costs, and improve operating performance. In short, it is necessary to promote the high -quality development of the sharing economy to ensure a win -win situation for sharing economy enterprises and users.

Cai Zhibing also believes that the sharing economy is viewed. The perspective of analysis should not be placed on the price of a shared economy enterprise or sharing economy products, because the current threshold of the sharing economy industry in the market is very low. There is certain volatility and ambiguity. Relevant departments such as market supervision should pay more attention to the underlying system construction of the entire sharing economy or the Internet economy platform, as well as the quality guarantee of the product, such as the street congestion caused by the orderly shared bicycles, and some companies illegally collecting user data information and other aspects. Essence

Many netizens mentioned that "the price increase is not a life -saving straw for the sharing economy", and Cai Zhibing also agreed with this view. He believes that the future development must be people -oriented first, and the more closer to the needs of the people's needs, the larger the market prospects can be larger. Most of the current sharing economy is a living service type, and there is still a lot of space in the future, but it needs to transform to the production service type outside the service type; in the development model, there must be the "traffic light" boundary, clarify the boundaries and expectations, adhere to the quality of quality, adhere to quality Guide; at the same time, the sharing economy must continue to practice on the road of physicalization, and it is more closely related to R & D, manufacturing, and the Internet of Things.

Shared bicycles near the Beijing subway entrance

Street power charging

In fact, those who are currently in the sharing economy are also expanding their project maps. In the field of shared charging treasure, the news of the expansion layout has been spreading. Monster charging also revealed that it is necessary to lay out industries such as liquor, gift machines, smart retail cabinets, electronic cigarettes, IP toy cabinets; Zhumang Technology announced its expansion of its product lines, including shared electric bicycle charging piles, masks, AED in vitro fibrillation instruments, etc. ; Xiaodian Technology said it would cooperate with short video companies. In the field of bicycle sharing, the "Harbin Bicycle" brand has been upgraded to "Harbin Travel", and it has launched Xiaoha replacing electricity, Harbin Runway, Harbin Motor, Harbin Hotel booking service, car rental service, etc.

The sharing economy has accelerated from startup to starting, and has entered a relatively stable stage. Perhaps the "price increase" is the trend is the company's operational choice, but for the shared bicycle and shared charging treasure players, the system construction and product quality are the most valued by users. In the face of the profitable point that is still blurred, the second half has just begun.

Edit: Weekend

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