On November 27th, the "Smart Travel, Co-Ecology" China Two-round Travel Industry Summit Forum hosted by the Shanghai Bicycle Association and undertaken by Shanghai Junzheng Network Technology Co., Ltd. (Hello Travel) was held in Shanghai.
The conference attracted the participation of many big-name two-wheel industries, and they conducted in-depth discussions on topics such as industrial technology iteration, user demand upgrade, two-wheeled vehicles and urban public services. More than 300 companies and units including industry associations, Harbin Travel, Shanghai Phoenix, Yadi Technology, Zhejiang Lvyuan, CATL, and State Grid attended the meeting.
01
opportunity
At this conference, driven by the new national standard policy, the two rounds of travel opportunities under the two rounds of industry travel new energy consumption and replacement to fill the new round of development space have become hot topics of discussion.
It is understood that the current number of two-wheel electric vehicles in China has reached 300 million, and it is still growing by nearly 30 million each year. Two-wheel electric vehicles are already in the stock market. After the implementation of the new national standard for two-wheeled electric vehicles in 2019, two-wheeled travel has generated a large amount of demand for replacement of old civilian vehicles. Data shows that during the replacement process, 80% of electric vehicle brands have been swept away by the new national standard, and user travel demand has a vacuum. In the future, the development of shared electric two-wheeled vehicles ushered in new space.
The new national standard of two-wheel electric is undoubtedly the key force to promote the upgrading of electric vehicles. With the outbreak of the new crown epidemic, the demand for two rounds of travel with unique advantages in spatial openness ushered in an outbreak again. According to statistics from authoritative foreign think tanks, after the epidemic, the number of commuters using two rounds of sharing increased by 1% compared to before the epidemic. With the global "pandemic" of bicycles and electric bicycles, domestic vehicle sales, including exports, of relevant domestic manufacturers have grown rapidly.
Beginning in March 2020, Guo Jia began to deploy "new infrastructure". In the post-epidemic era, the "new infrastructure" strategy has become an important measure to promote the digitalization, intelligent upgrading and transformation of the social economy, securing employment, and promoting growth. On April 20, Guo Jia clarified the content of the new infrastructure, mentioning the need to increase the progress of new energy charging piles, switch cabinets and other new infrastructure construction. This is also a big opportunity for the two-round travel industry. It is understood that there are still different standards for cars, electricity, and cabinets in the two-wheeled travel market. Therefore, in the future, two-wheeled electric vehicles will not only solve the problem of two wheels, but how to let upstream and downstream enterprises work together to promote the industrial chain Healthy development, constructing and perfecting the big travel ecology, and promoting the green development of urban traffic.
Accompanied by replacement demand and consumption upgrades, there are also two rounds of travel trends that are intelligent, green, and lithium-ionized. It is understood that the domestic market penetration rate of lithium battery electric bicycles has increased to nearly 20%. In the next five years, lithium battery bicycles are expected to usher in good development opportunities.
All of the above are great opportunities for development for both rounds of travel.
02
Synergy, symbiosis
After years of development, two-wheel travel has now entered the 3.0 era. In the 3.0 era, two-wheel travel has organically integrated into the urban public transportation service ecology and has become a part of public transportation services. Enterprises and governments have entered the era of joint construction, sharing, co-management and co-governance, and jointly promote user-friendly, city-friendly, and management-friendly public travel.
In the two-wheel travel 3.0 era, the two-wheel large-scale applications represented by shared bicycles and shared motorcycles have injected new impetus into the development of the traditional two-wheeled industrial ecology. The introduction of new technologies such as smart locks, mobile communications, and cloud computing has fallen. Force other industrial ecological partners in the industry to continuously upgrade themselves, match the requirements of digital intelligence, and improve overall capabilities.
In the new market environment, the cooperative relationship between upstream parts, midstream vehicle manufacturers and downstream sales channel ecological partners in the two-wheel travel industry is changing. To this end, Haro Travel proposes to transform the customer-supply relationship based on the "competitive logic" of traditional enterprise cooperation into a collaborative relationship based on the "symbiosis logic" of each other in the industrial Internet era, in order to exert the industrial synergy effect.
In fact, starting from mid-2019, Haro has been exploring a collaborative symbiosis system that breaks the "competitive logic". In mid-2019, Haro began to actively implement lean production guidance projects in two rounds of industry partners, and performed lean diagnosis for each tutored manufacturer, and then sent special personnel to these manufacturers to regularly conduct knowledge sharing and training, and dynamically track several optimizations In December 2019, Harbin Travel launched the “Product Design, Lean Production, Quality Management, Operation Management” at the second industry conference of “Lean Innovation and Building Ecosystem” held in Shanghai in December 2019. "Industrial standards, in order to promote the entire process, digitization, and network upgrade of the two rounds of industrial ecology.
Under lean management, the efficiency of many Haro partners has been improved to varying degrees. Take Tianjin Songzheng Electric Vehicle Technology Co., Ltd. as an example. After lean management, the production efficiency of its single controller has increased by 70% compared with last year, the output per unit area has increased by 84%, the delivery capacity has doubled, and the per capita output value has increased from 9. Ten thousand yuan increased to 150,000 yuan. Under lean management, Songzheng's yield rate and stability have also been greatly improved, and it is more favored by customers. Its export volume has increased by 30% compared with last year. It is understood that in the first three quarters of this year, Songzheng Electric has achieved sales revenue of 523 million yuan, which is more than twice the sales revenue for the whole year of 2019.
In the two-round travel 3.0 era, jointly building an industry "ecological community", mutual benefit, win-win and symbiotic development has become the consensus of the industry.
03
Facilitate industrial upgrading, hello build two rounds of closed-loop travel ecology
At the press conference, Li Kaizhu, CEO of Haro Travel, delivered a speech entitled "Technology Leading, Haro Travel Constructing Two Rounds of Full Ecological Closed Loop".
Li Kaizui said: Based on the two-wheeled travel market, which has the highest frequency and the largest user base in China, Haro Travel will continue to cultivate two rounds of business, and continue to increase the three business lines of shared two-wheel service, battery exchange and electric vehicle. Note: At the same time, we will continue to adhere to the ecological supply chain strategy, and work with industry partners in a more open attitude to leverage a huge two-round market.
Li Kaizhu said, "Hello will work with industry partners to accelerate the promotion of the intelligentization of electric vehicle products and the standardization of battery exchange. It is not just a simple means of transportation, but a smart IoT device.".
At the press conference, Hello also announced three things. The first is that Haro Travel will enter the two-wheeled electric vehicle business, launching the intelligent two-wheeled "new species". The intelligent product will meet with you early next year; the second is to announce the launch of the new brand "Xiaoha Battery Exchange" under Haro's battery swap business. According to Li Kaizhu, in the past year or so, Haro has been trying to provide cities with various services of travel energy supply as a "power exchange". After more than a year of development, Xiaoha Power Exchange has opened up network capabilities to the public in dozens of cities across the country, providing safe, intelligent, convenient and efficient two-wheel travel power services. In the future, Xiaoha’s battery swap will be based on the brand-new brand proposition of "technological new energy, safer without charging", actively popularize the awareness of the battery swap mode to the public, and accelerate the promotion of the energy consumption model of "separation of cars and electricity and replacement of charging More than 400 million two-wheeled electric vehicle users across the country have widely enjoyed the scientific and technological benefits brought by the city’s clean new energy; the third is Haro’s announcement of the launch of the "Green Quality Manufacturing Convention", advocating and practicing "Ecology Priority" to more than 400 ecological partners. "Green Quality Manufacturing" follows the 3R principles of reducing, reusing and recycling, and realizes sustainable development of society, economy and environment through efficient use and recycling of resources.
According to Chu Yiqun, general manager of the Haro Travel Division, once revealed that in the first-line operations of 400 cities, Haro has accumulated more than 400 ecological partners in the upstream and downstream, covering smart hardware, semiconductors, mobile communications, and cloud computing. And other industries, driving upstream enterprises to create output value of tens of billions, directly creating more than 50,000 jobs for the upstream, and indirectly creating more than 200,000 jobs for the upstream.
Cheng Liang, general manager of Haro Travel Supply Management Center, said that Haro has built a full life cycle management system from R&D to production quality, to later operation and maintenance quality, and product regeneration after the retirement period. A large-scale ecological supply chain platform truly achieves an end-to-end supply chain. Rely on this platform to digitally process products and supply chain management to achieve lean quality manufacturing.