The ofo's deposit-free car will become "standard" What do you think of Mobike?

[Global Network Science and Technology reporter Wang Nan] In the age of sharing economy, when the tide of capital fades, the power of credit consumption is emerging.

Yesterday, ofo Xiao Huang car announced to open a credit-free deposit service in Guangzhou, where Guangzhou sesame credit 650 points and above users can pass the credit authorization to use a small yellow car deposit. This means that Guangzhou has become the third “credit unlocking” city opened by the country after Shanghai and Hangzhou.

First Half: Capital and Production Contest

100 cities, 6 million bicycles, more than 1 billion services, this is the official number ofo that was previously announced at the conference. Even if it was a drop, it did not reach this figure in such a short time. Right now, ofo and Mobike, they are constantly expanding the city almost every day, and have even extended the war to overseas.

In terms of the speed of financing, ofo and Mobi, who have been established for less than three years, have all obtained D-round financing. For most startups, they may have only completed B round.

The first half of shared cycling is a contest between capital and production.

Whoever enters more cities first, and who gets more capacity support first, is often better able to gain competitive advantage, and the competition of shared bicycle manufacturers is highly dependent on capacity acquisition.

According to the data disclosed by OFO, it has cooperated with well-known bicycle suppliers such as Phoenix, Feige, Fujitec, and 700Bike to share 70% of the capacity of bicycles. At the same time, Mobba also attaches importance to capacity acquisition, such as cooperation with Tianjin Emma and Foxconn.

In addition, there are giants behind the two big companies. Standing behind Tencent behind Mobi and Ali and Didi behind ofo, the battle for mobile payment, big data and the Internet of Things is very obvious.

"The key to competition in the first half of the shared bicycle is to expand the speed of the city first, followed by the speed of financing, and finally the speed of the supply chain," said co-founder Zhang Jinding.

With the advent of real name system and the introduction of relevant opinions on fund supervision, “credit unlocking” will become a new standard for the shared bicycle industry. This industry trend will also have a profound impact on the competitive landscape of shared bicycles.

Ofo "credit unlocking" steadily advances

Yesterday, OFO Xiao Huang car announced that from June 6th, ofo Xiao Huang car Guangzhou users successfully registered through the mobile phone APP, will automatically enter the "send deposit payment" interface, the following will automatically appear "Sesame credit 650 points deposit free "And" deposit "two options, users of sesame credit at 650 points and above, click on the button "Sesame credit 650 points deposit", you can use ofo yellow car.

According to the reporter's understanding, after Alipay opened the sesame credit authorization, the user successfully verified the user's sesame credit, identity authentication and other information, and then automatically completed the ofof the deposit-free credit authorization, the user can use ofo the small yellow car anytime, anywhere. It should be noted that the mobile phone number registered by the user in the ofo account must be consistent with the Alipay account's mobile phone number in order to successfully complete the deposit-free credit authorization.

In addition, users can also enjoy credit deposit free deposit service directly in Alipay App, Alipay users can open the "shared bicycle" function option to use, or open "sesame credit", click to open "of credit life" in ofo shared bicycle, complete Credit authorization can be used for deposit-free cars.

Prior to this, OFO Xiao Huang car has opened the "credit unlocking" service in Shanghai and Hangzhou. According to analysts from the industry, the service promotion of Guangzhou deposit-free vehicles further allowed the “credit unlocking” of shared bicycles to gradually become an industry trend, which has provided a demonstration for improving the user experience and promoting the development of the industry.

According to the latest data from Trustdata, in April 2017, the number of new users in the shared bicycle industry exceeded 12 million, of which ofo Xiao Huang and Mobai became the two pillars for users to pull new. Of the new users, 40.4% came from ofO. 32.8% came from Mobai. After Aurora Big Data ranked the domestic app market penetration rate, ofo ranked first in the shared bicycle industry with a penetration rate of 4.04%, and the Mobike cycle penetration rate was 3.87%.

In terms of user stickiness, according to the latest weekly data from the third-party authoritative data agency Ereli, the number of independent users per day has reached 4,394,200, and the average daily number of independent users for the week is 4,169,700. For single-day use, ofo was 5.82 and Mobai was 3.91. Users of OFO's small yellow car are increasingly increasing their viscosity, and users are more likely to use OFO's yellow car.

In this regard, Zhang Xin Ding said that after the emergence of shared bicycles, people have established new consumption habits, and the city’s credit construction and quality of life are also improving. At the same time, shared bicycles have made great contributions to the integration of the industry and the development of a new sharing economy.

Second Half: The deposit-free car is expected to become "standard"

The two most controversial focuses of sharing bicycles have always been, one is the impact on the existing dynamic and static traffic order, the second is the effective regulation and supervision of deposits, and the core of the debate is whether shared bicycles can establish a healthy and sustainable business model. .

The National Development and Reform Commission’s previous conference on sharing bicycles has emphasized the need to use a credit system to manage shared bicycles. The premise for realizing this is the real name system. The "Trial Opinions on encouraging the development of shared bicycles" promulgated in Chengdu at the beginning of the year clearly stipulates that when users use bicycles, Cycling companies should register their users with real-name systems and sign service agreements. Shenzhen even has aggressive regulations to cancel eligibility for vehicles with low credit scores.

For operating companies, the best way to implement the real-name system is of course the introduction of the Internet deposit-free credit system. This point Sesame Credit has long experimented in the car rental and rental housing market.

The “Guidance on Encouraging and Regulating the Development of Internet Leasing Bicycles (Draft for Soliciting Opinions)” issued by the Ministry of Transport not long ago clearly requires that enterprises should strictly separate the company’s own funds and user’s deposits in order to collect deposits and advance funds from users. Pre-paid funds shall be used to open user deposits and special funds for prepaid funds at the place of business registration, implement special funds for special purposes, be subject to supervision, be retired immediately, and prevent and control user's capital risks.

In this sense, under the real-name credit system, it seems that the use of a deposit-free car is a trend in the shared bicycle industry.

Up to now, shared bicycles such as ofo, Yongan Bank, Ubai, Xiaolan and funbike have all been connected to sesame credit, and a deposit-free model has been introduced.

According to the survey report of Shanghai University Students Credit Consumption Index published by the Shanghai Federation of Social Sciences, about 50% of college students in Shanghai knew or used credit consumption in 2016. Shanghai college students prefer Internet credit consumption. The form of credit consumption is an installment payment platform, such as ant flower gong, Jingdong white bar, interesting stage, etc., accounting for 52.37%.

For enterprises, the future deposit-free car will become a "standard". Under the condition that the shared bicycle hotspot city has achieved saturation coverage, the old deposit model will inevitably face double torture from the market and the public. The next stage of expansion must be avoided. Diluting and diluting the profitability of each vehicle; and for users, the value of their own credit will be reflected in all aspects of consumer behavior. Behind the two is the evolution of the consumption environment and consumption habits.

Packaging Staple

Zhejiang Best Nail Industrial Co., Ltd. , https://www.beststaple.com

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