Can the little yellow car tu水數rn yellow?

In the rumors and refutation of 銀書rumors, the yellow car shows the ups a內美nd downs of the bicycle sharing ind紙他ustry.
It is not the first time that the 有身news about the tight fi放年nancial chain of small yell個的ow cars has been spread out. In rumor物票s and refutations, xiaohuangche shows舊畫 the ups and downs of the bicycle sha器雪ring industry.
On June 4, media reports said that個短 ofo small yellow cars were fa計玩cing difficulties suc小自h as tight capital chain and 弟暗large-scale layoffs. The number雨相 of layoffs this time will be the l她場argest in the history 街很of ofo, with the overall layof喝靜f rate of the headquart匠你ers reaching 50%, and th話下ere is a possibility of further員來 expansion. The layoffs involve all裡門 of the business lines of ofo, includ藍火ing business teams and functional depa很微rtments. Among them, there 她作are 80 people in the supply chain tea匠書m, and the layoff rate is 60%, wh地日ich means that only 32 people are reta跳民ined in the supply chain.
At the same time, there 制小will be dramatic changes i資風n management. Zhang Yanqi, head of ov那哥erseas marketing, left the company an公山d the whole overseas department was妹技 dissolved. At the same time, senior 話文vice president Nan Nan i船你n charge of marketing 票就and public relations busi做音ness and Yang Xun, director of 房飛public relations content, also le風遠ft the company.
Overseas business will not 腦件be scrapped
In response to this, an internal 用低employee of ofo told first finance 冷熱that Nannan had indeed l男的eft, but mainly for personal reasons暗愛. Zhang Yanqi has not left the co家照mpany. Recently, there has been照長 a major organizational restruc理資turing within the co技跳mpany, and Zhang Yanqi may be res報習ponsible for the blockchain business.
The company has not heard 們雪about the large-scale l下錢ayoffs of the company. Judging 影這from the company's large wech麗資at group, the number of emp分音loyees has increased from 理房about 3000 to about 28吧和00 since the Chinese New Year.小體 There is no reported proportion of l雨問ayoffs. &The above employees器了 told first finance.
Immediately after the incident, 些文ofo co-founder Yu Xin r市姐esponded in the circle of friends, 工玩saying that the news 車妹of COO's resignation wa木理s inconsistent and the 現刀dissolution of overseas bus湖動iness was untrue. With regard to the 舞物issue of layoffs mentioned in the r司電eport, Yu Xin said that it銀新 was not easy to clarify the matter, a計內nd it was only given time to pro草短ve that there was some看光one behind the matter. Yang Xun, 購紙one of the parties involved in the r刀高umor, also responded in the circle of f短高riends, saying that he did船中 not leave his post.
Although the ofo side店我 denies the management earthquake 場資and large-scale layoffs, fr志歌om the discord between ofo an街月d Didi, the departure 為知of three senior executives to ofo b媽黑ypassing didi mortga藍醫ge bike to borrow 1.77 billion yua場分n from Alibaba for b術器lood supplement, and the rejection o呢章f Didi's acquisition offer was expo笑要sed to pay cuts and lay開空offs, reflecting the financ線道ial and operational pr西湖essure of ofo to a certain extent.
No matter whether it is t上光he bankruptcy fate of Xiaolan and 嗎吃Xiaoming bicycle, or 文樂Moby's ultimate & quot; arm ca器可n't twist the thigh &a答器mp; quot;, there is no clear profi空樂t model and positive cash flow,麗花 which makes it difficult for你城 bike sharing enterprises to operate in舊票dependently.
In the early days of bike 短答sharing, the founding team 熱動and even investors once believed 去我that the cost could be recovere刀弟d and profits could be real飛如ized by relying on rent. 化離Dai Wei, founder of ofo, 黃窗once calculated an account: a通妹t present, each car can bring ab煙要out 5-10 yuan of income, and the co村房st of ofo bicycle is less than 300 但那yuan. If the depreciation is calc窗好ulated according to the 12-month scrapp長小ing, the daily depreciation i我子s less than 1 yuan. Each oper子火ation and maintenance personnel is學但 responsible for abou信習t 300 vehicles, with a dail事喝y salary of 100 yuan, and the動亮 cost of a day is less than很文 1 yuan. Overall, the gross profi低木t is 70% ~ 80% about.
But with the help of capital, the c暗什hange parameters in the real compe得街tition field are far more 近身complicated than this account.
After several bicycle compani答爸es have launched "de對從posit free" and "free" m我黃odels, it is not realistic to make藍熱 profits only by rent. &&q海下uot;Bike sharing busi些快ness model is established,車高 but the valuation is too h秒長igh. In the absence of m會術anagement, rent free mode is 子器difficult to continue in the first an冷愛d second tier cities, and the d跳林eposit run is also very serious. &體路;The former CEO of Xiaoming bicycle,玩拍 Chen Yuying, once told國房 first finance and economic拍開s.
Capital tightening, high management,能會 operation and maintenance頻爸 costs, only relying 山窗on a single rent inc業冷ome is difficult to bring cons物微iderable profits. After the new year,子去 Moby and ofo yellow cars stopped the p年見rice war. Ofo even launc道著hed commercial car body ads an間書d launched open screen 還舞ads on app.
According to the publica花筆tion examples, the resou兵新rce data provided by ofo 亮冷is & quot; 15 millio訊城n bicycles, covering 250 人習million users & quot; while th下答e advertising price of brand customiz分不ed body is 2000 yuan / month,雪放 and the open screen advertisin離靜g price is 100-120 yuan, starting f光近rom 1000cpm. On the pulse of the thir靜計d-party workplace social道電 software, the reporter also fo資討und that there are many employees喝懂 of ofo B2B business unit i問明n promoting advertising b就近usiness.
But in the actual promotion, the brand銀聽 owners are still worried about the e器的ffect of car body advertising. &林厭;"On the one hand, the adve上媽rtising space is relatively n服吃arrow. Many sharing bicycl們問es parked on the road們事side are covered with p校空soriasis advertisements,照有 which will reduce th答算e effect. At the same time車暗, mobile advertising should a兒妹lso consider the environmental s工問afety of the brand. &A影算 senior advertising figure t區答old reporters.
The more direct risk com這年es from the policy. Cities including B爸資eijing and Shanghai have alread議廠y banned commercial advertisements 窗家on vehicles. The revenue growth 什購brought by advertisements is not o靜短ptimistic.
Hand to hand
New changes are brewing in the中筆 bike sharing market, among 湖河which giants are the biggest variable.
Harrow bicycle, which was also inv如志ested by Ali department, once again購黃 received an investme飛知nt of 2 billion yuan from ant fi白睡nancial services. Accordi時電ng to the announcement of Yong章藍'an bank, the joint-stock company&醫的#39;s low-carbon technology has熱間 obtained a capital increase of一你 2.06 billion yuan, of which Sh線遠anghai Yunxin, a whol鄉問ly-owned subsidiary 都很of ant financial services, will increa吧厭se its shareholding ratio of low-carbon離亮 technology from 27.6% to 36.7%; Y遠匠ong'an bank's sharehol吧雜ding ratio will decrease from 10.妹刀2% to 8.9%, which is the second larg高來est shareholder, and t新吧he overall valuation of low小舊-carbon technology is no內來 less than 14.3%68 million US dollars.
Low carbon technology is the ma購章in operating body after t秒業he merger of harrow bicycle and月票 Yong'an bank. In the past half a 輛說year, harrow bicycle has completed f水作our rounds of financi厭上ng, with a total financing amount of m機些ore than 1.5 billion US 人金dollars. The scale and speed of financ見和ing are in sharp contrast with個們 that of the whole industry. Ant f又草inancial services led the investmen慢得t in three rounds of financi化麗ng, becoming the largest share窗費holder of harrow bicycle.
After missing the traffic entrance b紙風rought by the taxi fight, A匠市li will not miss the h腦都uge offline scene of bicycle. S錯購ince March, harrow bicycle時去 has adopted a national ses都森ame credit deposit fr她窗ee strategy, which has b農市ecome an important to哥音ol for Ali to promote payment to頻放ols. From the industry'光什s point of view, as two important pie麗快ces of Ali family'說雜s bicycle sharing, ant 就中financial service's frequent bles媽志sing on harrow's bicycle has promot下妹ed its strategic pos是湖ition.
On the other hand, ofo, which has bee民朋n seeking independent developmen樂票t, is trying to establish電務 its own credit system. Previo紙鐘usly, ofo and sesame cr厭山edit co operated to launch a服飛 credit deposit free poli美說cy in 25 cities across the country. N見道ow, only 5 cities, includi村司ng Shanghai, Hangzhou理藍, Guangzhou, Shenzhen and Xiame遠雨n, can use the credit de刀電posit free policy. In other 村子cities, users need to buy 95 yuan中線 & amp; welfare package & amp;員吧 before they can continue to enjoy th事道e deposit free service. The 95 個很yuan & amp; welfare 雜笑package & nbsp; is directly char白短ged into the account balance. A術間fter consumption, user線體s need to purchase again.