[Global Network Science and Technology reporter Wang Nan] A few days ago, the controversial shared charging treasure triggered a verbal battle between celebrities in the venture capital circle. According to media reports, Shenzhen Street Electronic Technology Co., Ltd. (Street TV for short) received a cash investment of RMB 300 million from Jumei Youpin. It is reported that Chen Ou, founder and CEO of Jumei Youpin, will serve as chairman of Street Power, and Jumei Youpin will account for approximately 60% of Street Power Technology.
However, this move was met with the wrath of Wanda’s son and chairman of Pulsi Capital Wang Sicong. He wrote in the circle of friends and sang and shared the charging charge. “If you share the charging treasure, if you can, I’ll eat and I will use it as a proof.â€
Then, today, Chen Ou’s high-profile response to Weibo revealed that Wanda will be one of the important layout areas for street power and replied: “Thank you, Sir Cong, not every project can be made. It was a success in entrepreneurship. There is a small probability that the street electricity cannot do charity, but we hope that you will not let this project enter Wanda because of your emotions."
After setting off a "sharing economy" boom in Didi, ofo, and Mobai, the shared charging treasure is considered as the next outlet. According to incomplete statistics, over 20 organizations have entered the game. At present, the platforms that occupy the forefront of the circuit mainly include street electricity, incoming electricity, small electricity, and smooth charging. Among them, “Xiangdian†has been invested by Jinshajiang Venture Capital, Wang Gang, DeTong Capital, Zhaoyin International, and Yingdong Capital to invest in tens of millions of yuan for angels. However, it is different from incoming calls and street power, and desktops are not available. The charge model brought out was once questioned in the circle. After this round of financing, the financing amount of Street Power has become the highest.
However, from sharing bicycles to today's shared charging treasures, it is not difficult to find that in the future of the sharing economy boom will certainly give birth to more sharing-type new business, but after being pushed to the cusp of capital, they will really be able to Is it possible to "share" this big play?
Recently, it is not uncommon for shared bicycles to suffer from embarrassment. In the vicinity of the various bus stations across the country, they piled up in a random place and occupied crosswalks. The bicycles were damaged in large numbers and vehicles were stolen.
This is a microcosm of social concerns in the current sharing of bicycles. Since last year, shared bicycles, which have become investment hotspots, have entered the “carnival season,†but controversy arose. If the nature is a shared economy or a false proposition, whether over-distribution will lead to excess production capacity and waste of resources, how management will solve the problem... Series of questions will also make the development of shared bicycles attract attention in the future.
According to related sources, the industry has a rough algorithm for market capacity, that is, every 20-30 people need a shared bicycle.
In January this year, Mobike announced the acquisition of Foxconn’s strategic investment. The two parties reached a strategic cooperation and Mobike’s exclusive use of Foxconn’s 5 million-volume production capacity. After handing Foxconn, the production capacity of Mobike’s vehicles will double on the basis of its original capacity, and the total production capacity will exceed 10 million vehicles/year. On the other hand, ofo said that in the future, it will continue to promote the “City Strategy 2017†and it will cover 200 cities in China by the end of 2017. On the other hand, ofo will expand cooperation with manufacturers such as Feige, Phoenix and Fujitec to ensure market launches. The amount of supply, in 2017 will put more than 20 million vehicles, continue to maintain the largest market share, access to the user's largest shared bicycle.
Related data shows that in the past, only 25 million Chinese bicycles were invested in the domestic market. If it is as planned by Mobike and ofo, the risk of overcapacity will inevitably arise. Ryu Chengjiang, the president of Ride Cycling, told the media that “it is only the daily output of Mobike and ofo, plus the millions of cars that have been invested in the past, and the market will be saturated in about half a year.
In addition, the bicycles that were destroyed on a large scale as a result of the "burn money wars" have caused the market to fall into an embarrassing situation: blindly and disorderly placements, high breakage rates have resulted in an increase in maintenance costs, and have also resulted in large quantities. After the delivery phase, there is still no car to ride and the user experience deteriorates.
According to industry analysts, the sharing economy should have been idling idle resources. Cycling companies have invested heavily in seizing market resources, turning the sharing economy into an incremental economy, which may result in new overcapacity and waste of resources.
This year's government work report stated that it is necessary to “support and guide the sharing of economic development, increase the efficiency of the use of social resources, and facilitate the life of the people. In line with the principle of encouraging innovation and tolerance, we should formulate rules for the supervision of emerging industries. Deepen the reform of the statistical management system and improve Emerging industry statistics." This is the second mention of the sharing economy in the government work report after 2016. This shows that the country attaches importance to sharing the economy. At the same time, the government also mentioned regulation, stating that the government also believes it is necessary to regulate the development of new things and avoid the risk of overcapacity.
For the shared charging treasures, as more and more newcomers enter the game, similarly, the sharing charging treasures that are on the way are also hiding problems such as overcapacity and pollution.
Currently, charging technology is developing rapidly. Recently, the team of Duan Xingyu, a professor of the Department of Chemical Engineering of Tsinghua University in Taiwan, has announced the development of a new battery based on "phosphorus". This "phosphor battery" weighs only one-sixth that of an ordinary battery, and its energy density battery life is seven times that of an ordinary battery. Yu Bin believes that once this kind of subversive technology is popularized, the shared charging treasure will surely face bankruptcy, and this subversion is not far away from us.
Related people in the Chinese telecommunications industry also share the same view. He believes that if the mobile phone has been able to stand by for 3 days, even if you have no other facilities to use, users do not have this requirement.
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