 Share the bike industry these two days the key word is 'acquisitions.' A week ago, the small blue bike was first pass by Yongan line acquisition .A week later, sharing the first batch of motorcycle industry mergers and acquisitions were born, but Yongan line acquisition is Haro cycling The Sharing the bicycles industry's two third acquisitions, confirmed the acquisition, making the 'acquisition' to become 'after the merger', sharing the cycling industry and another hot word, but the fundamental, the two is essentially a back Things, they all point to the industry in the wandering in the final destination - integration. One, the old couple's predicament Share the bike in this line, the worship of and the widow of the other bulls will pull more than one body position in order to compete for attention, financing, users, the third position has become the focus of second-line brand competition. In an interview with the media, the small blue side has been said to be second only to the first part of the worship and ofo; the use of a more subtle haul 'industry first three' this argument; had a gold cycling bonus cool Riding, also declared its status is the third industry. However, in the shared bicycle industry, the third seems to be a curse, cool ride has been bankruptcy; small blue deep deposit deposit; Harrow is directly acquired. 1, small blue cycling: dangerous edge Cool ride has been enough miserable, so this article does not want to be involved, while the cool ride in September because of blind expansion and P2P financial companies can not tell the relationship caused by the user panic, suffered a deposit run when the small blue days are not Better than that. Sharing the bike of the fighting, the first is the battle of money, while the small blue bike, but why is the most burned in order to share the differences in the cycle of cycling, small blue chose to ride a better ride for the user word of mouth practice. The cost of riding a very simple, plus money. The cost of the first generation of small blue bikes is second only to the first generation of bicycles, while the cost of the latter is at 2000. The costume is the introduction of a lighter and cheaper MoBike Lite, The installation of the transmission and electronic display (after being canceled) Pro version, almost to share the maximum cost of cycling breakthrough 3000 mark. In addition to making money on the car making, the small blue bike is also the first to open a free ride to share the cycling company .In the first half, orange and yellow three free ride the highest frequency, sometimes even free of charge throughout the week. Very simple, no income, burn more financing. But the problem lies here, small blue melt money .In January to complete 400 million yuan after the financing, small blue and no new financing. According to the small blue original tossing law, in fact, there will be a capital crisis earlier.But the small blue in March 22 played a note ruthless strokes - launched six months free ride card, charges 199 yuan, 2 months a day free ride 2 hours Car, half a year after the full return of 199. Obviously, this can be a small blue in a short time to raise a lot of money to raise ample ammunition.However, if the control was easy to re-fill the activities of the final consequences, Of this move is clearly a tactical battle, or even more polite to say, Yin eat Mao food. 199 half of the card for the small blue, like a drug, a short period of time a lot of money harvested pleasure, but cut off the daily capital of water, and the formation of a half months after a huge debt .After six months, Sure enough, in the September 22 half of the approaching, the small blue announced half a year card free upgrade to a year card, for the 'users to provide more long-term free service'. But in many users view, this is nothing more than a small blue Drag the tactics: the half-year card upgrade to a year, that the return of 199 yuan to the user's deadline can be postponed for six months. The delay, but also a small number of small blue by the user criticized the time due to free activities, riding experience, small blue cycling in the user's reputation has been very good. Earlier on the Internet, Playing the battlefield battlefield, the total can see the small blue users in the melon at the same time stand out for the small blue call. Perhaps it is this kind of praise, so that the management of small blue cycling neglected the great cost of maintaining the user experience, resulting in the idea of 'can be in the first-tier cities with the worship of the war, ofo.' But it turns out that sharing a bicycle or According to the scale of the small blue less than one million of the vehicle delivery scale failed to convince the capital.Although the user reputation is good, not financial capital, profit is not profit, this business is still self. In the end, the financial problems have accumulated so far, small blue bumper burst out of the deposit difficult, a large number of users swarmed to try to take out the deposit.This scene and cool ride and even easy to encounter what is similar to the blue was the news of the acquisition at this time burst is also easy The ultimate logic of the acquisition of Tao Yun - internal funds difficult to cope with the run of the frenzy, can only sell themselves in order to help outside the funds. For small blue, the user's reputation may be its largest asset in its deposit difficult to solve the problem after the emergence of many users that continue to support small blue, and even called on other people do not participate in the deposit run. 'And Yongan line finally chose the practice of Harrow cycling, you can also see the value of this asset, it is open to question. It is regrettable that the small blue bike CEO Li Gang also said earlier this year, sharing the cycling war in August this year will be the winner, 'life and death' did not expect, now stand on the edge of life and death, but it is a small blue bike. 2, Haro cycling: the scenery hidden hidden Compared to the small blue bike, Harrow's situation is much better.This house from the beginning of the foothold to do second and third tier cities in the shared cycling company, a total investment of more than 2 million bicycles. In addition to the number of external statements put on the data, the Harrow bike is more likely to be the real third: According to the cheetah big data survey, the harot cycle is 0,048 percent, ranking third. The city surrounded the city's differentiation strategy and in the second-tier players in the top of the volume so that Harrow in the capital market to get more support last year in November, Haro bike won the Bertelsmann Asia Investment Fund, happy capital, Jiyuan Capital , Pan Valley Venture Capital and other first-line fund investment, in April this year, in June, Haro bike and from the capital, Weimar car two rounds of over a hundred million investment, to build 'shared bicycle + electric car' cooperation Ecology. However, Harrow sailing along the water also hidden the crisis: Previously, Harrow cyclist CEO Yang Lei in an interview in June this year, disclosed to the volume of 2 million, the cost of each vehicle is about 800 yuan - just a bicycle, Harrow spent 1.6 billion. Is in June, Harrow bike official announced the amount of orders for the day 500 million. Count down, the number of daily riding per vehicle is only 2.5 times.This is clearly not a good enough to see the data. In the second and third tier cities, the sharing of cycling life is not so optimistic, and the first-tier cities of different traffic layout, making two rounds of electric vehicles is quite popular, greatly squeeze the survival of a shared bicycle Space, making its daily riding times lower than the first-tier cities.Other point is that smaller cities, sharing the damage rate of bicycles higher. This means that the second and third tier cities to avoid and avoid the worship of, the positive conflict, but only in the fertile land on the hard work of the most Internet business company coveted users, is always the first line of the city.However, Sharing the ban on the introduction of bicycles, but also temporarily blocked the Haro bike into the first-line city battlefield may. At this time by the main business for a pile of public bicycles Yongan line out of the acquisition, Harrow one can get the former more stable financial support, and second to Yongan line in the construction of a pile of public bicycles in the process, and the government established a good relationship , In the sharing of cycling policy tightening of the moment, which will help the Harrow bike.In addition, the acquisition is completed, the ant gold clothing as the company's second largest shareholder, which means that the capital from the Department of Ali and Dual support for resources. Several forces together, as if to take the combination of Yongan and Harrow to create a new giant. This time M & A, it is likely to form a demonstration effect, driven by smaller players Baotuan. Some time ago to share the cycle has experienced a wave of death, and now, surviving the company to face, perhaps the wave of mergers and acquisitions. Second, the acquisition of tide, who is the fish, who is shrimp When mergers and acquisitions, mergers and other words in the shared bicycle more and more on the agenda, this line has been gradually turned to a fish to eat shrimp swallow game. In this case of mergers and acquisitions today, Yongan line is a fish, eat the Haro bike this shrimp.Yong line after the acquisition of Harrow cycling, relying on Yongan line of the original 200 million pile of public bicycles, plus Haro cycling More than 200 million shared bicycles, has become the industry's third pole. But its body and the gap between the worship and ofo is still large, this time, this new big fish to continue to expand, after varying degrees of crisis, but also have some assets of the cool ride, small blue, small Ming Is a good choice.While the worship, 1 step, by you and other data on the size of a smaller player can also consider the object.While the size of a small shared bicycle, in the integration of cost considerations, the value of mergers and acquisitions also Not big. Of course, Yubai and other players can take the initiative Baotuan, forming the scale, so that they become a bigger fish. However, when we look back at the example of the acquisition of Harrow Cycling, it is not difficult to find that the largest fish is never shared with the cycling company. Yongan line of the Harrow bike acquisition, behind the shaking of Ali's shadow - Yongan line accepted From the ants gold service investment, and Harrow bike also early access to Alipay.Wenan line and Harrow after the merger, the ant gold clothing became the share of shares after the existence of the parent company Yongan line in the ant gold The same investment ino, the bitter than Ali more weight. After the merger of Yongan and Harrow, the forces of Ali, in a large enough to share the bike business, has a high enough voice, so at this level, Ali is the fish. Third, the shared bicycle does not want to buy? But the battlefield is defined by capital Yongan line after the acquisition of Haro cycling, the industry will bring what impact? Chile first contact the industry players, found that most companies whether the merger or mergers and acquisitions are not interested. Among them, with the Haro cycling in the same second and third tier cities to fight the odds of cycling CEO Yu Yi said he thinks there are mergers and acquisitions of the news of the company, more of a greater demand for funds on the Harrow and Yongan line merger To the competitive pressure, the worship will be 'close attention', but will not choose to buy other shared bicycle company, or seek to buy. In addition to the development of second and third tier cities in the business, recently will also be the focus of the sea, the first batch of bicycles have landed in Australia in the sea before the September , Yibai also announced the acquisition of tens of millions of dollars in financing, at least in this regard, the worship is not so urgent. But is being chased by the user to pay the small blue bike, the situation is clearly not so leisurely. Chile repeatedly call small blue cycling COO Sun Ye and public relations officer, have not been answered. Small blue bike had promised, will be in 11 The deposit is refunded on the 10th day.With the close of this period, the situation of the small blue bicycle is becoming more and more tense, and there is a view that the small blue is likely to be easy to get on the old road. And ofo has previously responded to 'whether to merge with Mabe', said the merger does not consider the merger. Ofo insiders revealed that at present do not consider other than the other bicycles in addition to the other. The merger may bring the competition is not much touched, one ofo's public relations officer on the wisdom of things that 'benign competition will help share the cycling industry survival of the fittest, ofo will actively lead the industry healthy development.' , The new 'third pole' is not afraid. Matthew has declined the interview, but its previous message to the outside world, but also 'not the acquisition' (of course, even more likely to be mergers and acquisitions). In addition to the sitro and the Yongan line, it seems that there is no shared bicycle company willing to acquire, or become the one that was acquired, but the capital is quickly ripening the shared bicycle industry, the biggest feature is to bow to the capital. In the industry generally no profit, the market tends to saturation in the case, in order to get enough capital to support the sharing of bicycle companies choose Baotuan get together on a larger scale, standing giant is almost unavoidable.Muffai and ofo have enough confidence to choose not to buy other Sharing the bike company, and the second and third line players if asked to survive, it is difficult to refuse mergers and acquisitions / mergers and acquisitions of this road. Small blue bicycle example has proved that small and beautiful road in the shared bicycle is impracticable. Conclusion: sharing the cycle into the era of integration Sharing the bike industry in recent two years, especially since the rapid development this year, has experienced a large financing era, the era of the tide, Ebb Tide, the second echelon of players, small Ming, cool ride, small blue has been washed round, Relatively healthy Yongan line, Haro cycling decisive choice to merge, picked up the group, faint to build the third giant, while the head of the Ma Bai and ofo, also Zhu Xiaohu that came to the 'merger' time node. All this is a sign that sharing the cycling industry is entering the era of integration. Of course, the final form of the Internet industry segmentation is usually one or several oligarchs, which has been empirically proven, but at the time of sharing the cycling track, the rate of oligarchic formation, driven by surging capital, fast.
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