Last year, 190 sharing economy platforms raised 115.9 billion and shared car financing was the most

The messy sharing economy that was popular two years ago has attracted a large number of funds to enter the market.

  According to the data provided by the China Electronic Commerce Research Center to the "Securities Daily" reporter, as of the end of December 2017, a total of 190 sharing economy platforms have received investment, with an investment amount of 115.956 billion yuan. Among them, there were 177 investment events in the field of transportation, and the amount of financing in the field of shared bicycles reached 25.8 billion yuan.

  Although the sharing economy field is still in the air, the industry has gradually shifted to reshuffle.

  Chen Liteng, an analyst at the above-mentioned research center, told the "Securities Daily" reporter: "The advantage of the sharing economy is to stimulate consumers to consume by improving supply efficiency. The sharing economy is different from the traditional market. As a kind of sharing, the sharing economy is a kind of traditional economy. This kind of subversion. It is not so easy for the sharing economy to create new formats, new services, new scenarios, and new user habits.”

  He also believes: "The emergence of the sharing economy is a brand new challenge for supervision, user habits, and market acceptance. The market is developing rapidly with the help of capital, but it also brings a lot of problems. Capital The ripening of the sharing economy has not yet fully developed.”

  Shared bicycles are committed to "giants"  

  In August 2017, Yonganxing was listed on the Shanghai Stock Exchange and was dubbed by the media as "the first share of shared bicycles". But so far, the only bike-sharing company that has successfully gone public is Yonganxing. At this time, it is only two years away from the beginning of the "burning money" battle for shared bicycles.

  According to data from the China E-Commerce Research Center, as of the end of 2017, there were 77 bicycle-sharing companies in China, with a total of 23 million shared bicycles. Among them, the amount of financing in the field of shared bicycles in 2017 reached 25.8 billion yuan. Among them, only Mobike and ofo bicycles raised about 15.5 billion yuan.

  In the second half of 2017, shared bicycles began to reshuffle. The "Securities Daily" reporter found that among the bike-sharing platforms that have had problems, financing failures and broken capital chains have become the main reasons.

  With Mobike being acquired by Meituan, Alibaba adding ofo, and Didi taking over Xiaolan, the unavoidable fact is that the leading company in the shared bicycle field has basically become a "chess piece" in the giant ecosystem.

  Chen Liteng believes: "In the face of fierce market competition, the 'burning money' is further intensified. As a result, the platform has to commit itself to the giants."

  Car-sharing has become the highest investment area, with a financing amount of 76.4 billion yuan

  Data monitoring by the China E-Commerce Research Center shows that as of the end of December 2017, a total of 190 sharing economy platforms have received investment, with an investment amount of 115.956 billion yuan. Among them, shared cars became the field with the highest investment in 2017 with a financing amount of 76.459 billion yuan.

  The popularity of shared cars is inseparable from the support of policies. On August 8 last year, the Ministry of Transport and the Ministry of Housing and Urban-Rural Development jointly issued the "Guiding Opinions on Promoting the Healthy Development of Small and Micro Passenger Car Rentals" (hereinafter referred to as the "Guiding Opinions"), proposing "encouraging Time-sharing leasing development”, incorporating car-sharing into the urban transportation system, and requiring local government departments to establish and improve supporting policies and measures.

  According to public information reported by the media, in the first half of 2017, small and medium-sized enterprises in the car-sharing industry, such as Car Rental, Bage Travel, Yiyiche and Jingyu Travel, completed a new round of financing.

  In the second half of 2017, the pace of financing in the shared car field has accelerated significantly, and the amount of financing has gradually increased. Among them, the new round of financing of Pony-Car, Gofun, TOGO and other car-sharing brands has exceeded 100 million yuan, and the amount of PonyCar's C round of financing is as high as 250 million yuan.

  Since this year, more and more traditional car companies and capital have announced their entry into the field.

  FAW Car has issued three consecutive announcements not long ago, announcing that it has signed a strategic cooperation agreement with the Gui'an New District Management Committee and Gui'an New District Mobike Mobility Technology Co., Ltd., and signed a cooperative production framework with Gui'an New District Xinte Electric Vehicle Industry Co., Ltd. Agreement, which means that FAW Car has begun to enter the field of shared cars.

  In addition, Lifan Group's new energy shared travel platform Panda Vehicles officially announced its entry into Guangzhou, and the first batch of 1,000 pure electric shared vehicles will be put into trial operation. GAC announced that it intends to cooperate with Weilai Automobile, intends to cooperate in the areas of time-sharing leasing, vehicle sharing and other operational fields and plans to establish a joint venture company. Previously, BAIC, SAIC, Geely, etc. have all started their deployment in the shared car field, and even luxury car brands such as BMW and Mercedes-Benz have started their own shared car projects. The shared car industry, which was originally dominated by Internet companies, has a new look. .

  According to survey data, the potential market size of shared cars will reach about 1.8 trillion yuan, and the expected travel demand will reach 37 million trips per year.

  However, similar to shared bicycles, behind the "booming" sharing economy, there are not a few car-sharing companies that have fallen in the tide of the times.

  In October 2017, Beijing-based car-sharing company EZZY, which once owned 500 high-end cars such as the BMW i3, suddenly announced its dissolution. In the same year, Youyou Cars announced the suspension of operation; earlier in 2014, CoCar, a car-sharing platform established less than a year ago, announced the suspension of service. Compared with shared bicycles, the problems faced by shared cars can be much more complicated.

  At present, although there has not been a large-scale bankruptcy or reshuffle of shared cars, the future of the huge financing market is still unknown. Li Yu, the founder of Youyou Car, once told the media: "It is difficult to make a profit in shared cars at present, and the cost cannot be equal to the cost at all."

  In addition, shared power banks, shared umbrellas and other shared economic capital are also crazy "sucking money". But there are also many sharing companies that have collapsed due to lack of money.  

  The development of sharing economy leads to idle shared resources

  "After the sharing economy in segments such as travel and space has been tapped, both the supply and demand sides have grown rapidly, making the sharing economy in these fields develop rapidly. However, such a sharing economy has a fragile hematopoietic capacity, which leads to vicious competition while growing savagely. Once capital stops blood transfusion, sharing companies will inevitably go bankrupt." Xiaofeng Liu, CEO of Xiaoxiao Finance, believes.

  Huang Shiqiao, CEO of Investment Home, told reporters: "It is roughly estimated that about 10 billion yuan has been lost in the fall of bike-sharing companies alone."

Chen Liteng told this reporter: "Whether it is a shared bicycle, a shared car, or a shared charging treasure, the biggest disadvantage is that the initial investment cost is too high, and the invested resources have not been optimally allocated, resulting in a large number of shared resources being idle. The original intention of the sharing economy is contrary to the original intention. The real sharing economy is the efficient use of idle resources. Obviously, many platforms have not yet achieved this. The sharing economy is a model with very high technical requirements. Reasonable allocation of resources. And the realization of these will take time.”

  Investment Home CEO Huang Shiqiao said, "The sharing economy relies on large subsidies in the early stage to quickly seize the market, but as the market environment becomes increasingly fierce, companies can only maintain the current market through continuous large subsidies. Customers will switch to other companies. As an industry with a very high homogeneity, the sharing economy has poor customer stickiness and a fragile market foundation. In addition to the backing of capital strength, whether it can truly solve the pain points of market demand is also the key point.”

  "The sharing economy will eventually return to the essence of business, and it needs to rely on better services, technologies and products to build a deeper market moat." Liu Xiaofeng finally said. (More clicks: Independent Innovation ) (Link: http://www.chuangxin360.com )

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