Industry | sharing bicycles is leasing and non sharing. Didi mode only adds congestion without eliminating worries

Wang Jiwei channel 2021-08-07 17:25:57 阅读数:239

industry sharing bicycles leasing non

Explain profound theories in simple language , Interpretation of technology and Policy , Provide the most valuable information for enterprise transformation and upgrading .




Point of view

This is to liberate the road and relieve the traffic pressure. Didi and sharing bicycles , Although it makes it more convenient for users to travel , But it makes urban traffic more congested . Didi mode does bring convenience to people's life , But it also aggravates many social problems .



industry | Shared bicycles are rented and not shared , Didi mode only adds blocking and does not eliminate worries




Yimobai bicycle and ofo Shared bicycles for representatives , It has become the biggest hot topic in the current travel field . It took less than two years , It attracts 20 Multiple players and more than 100 Billion investment into . Driven by capital , The industry has entered the barbaric development stage of large-scale expansion , It almost reproduces the scene of didi and fast burning money and enclosure in those years .ofo Think the market is huge , China's stock market is 4 Million or so , They put... Every day 10 Ten thousand cars to 10 Years to reach this scale .


Relevant data display , By 2016 end of the year , The overall number of users in China's shared bicycle market has reached 1886 Thousands of cars . But except for more and more , We haven't seen the relief of traffic congestion that the sharing economy should bring , Red, yellow and blue bicycles piled up on the streets of Beijing, Shanghai, Guangzhou and Shenzhen , Is it to solve road congestion or add congestion to the city ?


Shared economic , It is a new economic model based on strangers and the temporary transfer of the right to use goods . Corresponding to shared bicycle industry , Cycling should be on the basis of no additional use of urban public roads and more space resources , Solve people's travel problems . But what bike sharing does now , Just the opposite of sharing economy .



Bike sharing is not really a sharing economy


From the perspective of sharing economy , Bike sharing , Businesses should not put their bicycles in the city , Open to passers-by at a very low price . The real sharing should be like this :


First , Idle resources are not wasted ;

secondly , Bicycles won't be thrown on the street , Or vandalism , There will be no current chaos of sharing bicycles ;

The important thing is , Is to solve the travel problem of more people with bicycles in the market , Not by adding more bicycles .


therefore , Bike sharing is not a real sharing economy .


Essentially , Sharing a bike is not sharing , It's a lease. , You just don't have to go to the store to get , You can get and return anywhere through the mobile Internet , More convenient . In this mode , Businesses do not need to open stores and rent warehouses, saving costs , But this cost is actually paid by public resources , Because bicycles occupy a lot of urban public space . What this situation ignores , Because the number of bicycles is not enough at present , People's perception of convenience is stronger than the occupation of public resources . The equivalent change is accumulated after the qualitative change , You can naturally realize , The exposure of bicycle chaos in the past six months has fully explained this .


Business model , Shared bicycles belong to B2C, Businesses put bicycles on the market , Then provide cycling services for users . The premise of this model is that it must be based on a sufficient number of bicycles , The more bicycles, the bigger the market , The more likely it is to make a profit . But in the sharing economy of travel , Limited public road resources are scarce for the huge population , First of all, travel sharing should not occupy additional public roads and urban space resources .


But what sharing bicycles has to do is replace China's existing 4 Billion stock bicycle market , This will cause a lot of bicycle congestion to the streets . At present, there are less than 2 Millions of shared bicycles , It stops and places at random 、 All kinds of situations such as faulty vehicles have occupied a lot of urban travel resources , The traffic control department and Street store owners are particularly disgusted and headache .



Didi has exacerbated urban traffic congestion


Shared bicycle , Copied Didi's model . in fact , Didi is not really sharing , Why do you say that? ? I'll give you an example and you'll see . Everyone should have shared cars , Carpoolers don't have to take a taxi , There will be no need to add another car to occupy public road resources . If the carpool is 3 personal , Everyone has to drive or take a taxi when they go home , There will be a 4 Vehicles occupy public road resources at the same time . obviously , Carpooling can greatly save road resources , Carpooling is really sharing . Among the travel projects I have seen , Tick carpooling, which focuses on traveling along the way, is this mode , For details, you can search by yourself .


What didi is doing now , In fact, it is the extra occupation of public road resources . Because every time a user calls a didi special bus or express , One more car will occupy the road resources . Gaud map once released a 《2015 Traffic analysis report of major cities in China in the second quarter of 》, The report comes from the analysis of congestion data in key cities ,2015 The time when traffic congestion intensifies in , And special car 、 The time when the express business appeared coincided . It means , The emergence of special trains and express trains , Not only did it not improve travel efficiency , It also makes the roads in the first and second tier cities more congested .


Actually , sound of dripping water 、 The project of easy to wait for online car Hailing will be completed in the later stage , The high benefits of the subsidy war , This has turned a large number of private car owners into full-time express cars 、 Special driver . Many private cars that didn't have to go on the road also drive on the street in order to make money , Become a full-time operating vehicle . Since then , The online car Hailing platform has become the main means of livelihood for many people , A large number of private cars from the surrounding areas poured into a city 、 Second-tier cities , Make the already blocked roads more congested , Travel efficiency is greatly reduced , Exhaust emissions are exacerbated PM2.5 The concentration of .



Didi mode needs to be warned


Sharing bicycles under the banner of sharing economy is actually a self operated business model , It's called didi mode . Didi model is not a sharing economy , It has its own characteristics :


First , No matter which field didi mode enters , Will occupy certain industry resources , And finally aggravate the resource shortage of the industry or cause a waste of resources ;


secondly , It's not really shared , But take out your own resources to provide services for users , Open up third-party resources through the platform , In essence, it is also a self operated service platform ;


Third , Instead of letting users take out idle resources and share them with other users , Instead, these idle resources are collected by the platform , Then open it to users .


Didi mode has no problem in business operation , But the common problem is that it takes up a lot of resources in the field it enters , After large-scale, it will cause more serious waste of industrial resources 、 Reduced efficiency and corresponding social phenomena . If it's an ordinary industry, it's ok , However, such areas as travel are closely related to social and people's livelihood , It will cause a great social burden . Didi and other online car Hailing aggravate traffic congestion, which is a great social and people's livelihood problem , Now bike sharing takes up more urban space resources .


There are indications that , For businesses adopting didi mode , Sharing economy is not to relieve the pressure of social resources , It's just a means of its enterprise operation . The later the didi mode , The more social resources it takes up , The greater the pressure on the city . therefore , We should be wary of didi mode , Businesses adopting didi mode should also take warning , And should consider how to further optimize the business model .


This is to liberate the road and relieve the traffic pressure. Didi and sharing bicycles , Although it makes it more convenient for users to travel , But it makes urban traffic more congested . Didi mode does bring convenience to people's life , But it also aggravates many social problems . We cannot say that such enterprises have no sense of social responsibility , However, the development of enterprises is based on the model of unsustainable development , Survive under Policy Supervision , Not the best choice for business .


Enterprises , Take a warning .




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Business model reviewer 、 Self media people

Special researcher of China E-Commerce Research Center

Long term commitment to the Internet + And enterprise transformation and upgrading

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