Send away the boring gentleman, let him work hard with peace of mind, when the YouTube fans break 10 million, reward the three rings and one suite.

"Didi and Meituan are starting to tear up again?" Shen Feng said with a smile after reading the research report: "This time it's finally the turn of electric vehicles?"

"The average daily order volume of Hello motorcycles is about 4 million, while Didi and Meituan have about 3 million and 1 million daily orders respectively. ”

Li Nanjun said: "Needless to say, Didi Meituan was founded in 16 years, and it outflanked and grew from lower-tier cities in the battle of shared bicycles, becoming the last survivor, behind which is Ant Financial." ”

"In this battle, it is the defender of the city. ”

Shen Feng tasted tea, and once rode shared motorcycles on the market, most of which were designed for assistance. The exterior is similar to that of a regular shared bike, with a battery under the seat cushion. The motor provides assistance while riding, reducing riding resistance.

Remember that this kind of car was not allowed in first- and second-tier cities?

"Shared motorcycles were originally a battlefield for small players, but after more than three years of market changes, only a few survivors remained. But with the loosening of policies and environmental protection and green travel, this market has really heated up this year. ”

"After all, the business logic is clearly visible, the use of high frequency and the average customer value is high. Compared with shared bicycles, the revenue growth brought by the introduction of shared motorcycles outweighed the cost growth. ”

"I've checked the industry's internal data, and if the production and operation and maintenance costs are amortized over three years of depreciation, the cost of a shared motorcycle is about four times that of a shared bicycle every year. ”

"Of course, the price is about twice as high as that of a bicycle: the starting price is 1.5 yuan for 30 minutes, and the price for a motorcycle is 2 yuan for 20 minutes. If the difference in price of the monthly card is larger, the monthly card of the bicycle is 25 yuan for unlimited riding, and the monthly card of the motorcycle is 84.9 yuan, and the first 30 minutes are free for 4 times a day. ”

Shen Feng looked at the specific data, whether it was manufacturing cost or operating cost, motorcycles were twice as much as ordinary, and it was indeed a more money-burning business.

"Due to the faster speed, less effort on the bike, and the smaller scale of the launch, the frequency of use of shared motorcycles is much higher than that of shared bicycles. ”

"According to data from Ningbo's transportation department, the city's shared motorcycle usage rate was more than 25 times higher than that of bicycles at the end of last year. Ordinary motorcycles are used once every 7.5 days on average, while shared motorcycles are used on average 3.4 times per day. ”

Shen Feng's eyes lit up, no wonder even the giants were ready to move.

According to this data prediction, shared bicycles are dead and alive losses, but motorcycles are really likely to be profitable!

Hello insiders broke the news that its motorcycle business has made a profit, but this profit calculation does not deduct the cost of producing and launching new cars at one time, but spreads the procurement cost evenly over time. ”

"When the rise of bike-sharing in 16 years, the leading Mobike and ofo both called it a good business that made sure it would not lose money. But with the entry of large sums of capital, a large number of cars, and a large number of subsidies, both companies are burdened with billions of yuan in debt. ”

"As for ...... now"

Shen Feng did not speak, and the situation faced by shared motorcycles was similar. In an environment where there is no full competition, it proves to be a sustainable business.

But now more players, more resources, have poured in......

It's another money-burning war!

Of course, the three have their own differences in playing style, and Haro pays more attention to profit margins and emphasizes refined operations. Didi Meituan's focus is more on scale, as long as it stays on the breakeven line.

The more this kind of industry, the more it tests fine management. See why Mobike survived while OFO died?

According to the report, Didi's two-wheeled vehicles have been the most expanded department in recent months, and Cheng Wei's requirement is to occupy 40% of the market share and achieve 50% of the market size in three years. ”

Meituan Lao Wang also wanted to overtake in the corner, shouting that no matter how many cities, all increase investment. ”

Li Nanjun said with a smile: "Although the lessons of bike-sharing have taught practitioners that the way to burn money for scale is not sustainable, this trick still works for giants to quickly develop the market." "Nuancai Literature Network

Nonsense, the market value of 100 billion dollars still cares about this?

There is no compromise in the battle of giants, only life and death!

Send Li Nanjun away, Shen Feng is interested in studying the industry report, predicting to see who can have the last laugh?

After all, Haro on the operation and maintenance side is a veteran player, and he began to pay salaries to the operation and maintenance master according to the number of pieces last year. And Didi Meituan is all basic salary plus commission.

The cost of the piecework system is high, and the advantage is that it can fully mobilize the enthusiasm of the master and improve the efficiency of vehicle operation. However, it will also increase the workload and accelerate the loss of operation and maintenance masters.

On the user side, there must still be various subsidies that burn money, and Meituan is even more ruthless, directly shouting: The slogan of striving for the first place in the industry in 100 days!

Most of the models actually have pedals and large cushions?

Are you sure that you won't encounter a thunderbolt in the future?

I can also understand Lao Wang's anxiety, for the giant, motorcycles also have ecological perfection and strategic significance.

Didi's layout of motorcycles is a defense against the penetration of two-wheeled travel platforms into four-wheeled vehicles, and now there are a large number of cross-sections between online car-hailing and short-distance two-wheeled users, and the overlap is as high as 90%.

The reason for the decrease in demand for online ride-hailing is that some of them are diverted by two-wheelers.

This is a battle that cannot be defeated.

It was a natural logic that Haro expanded from two to four wheels, and now it has almost the same number of users as Didi, and is also providing ride-hailing services through the aggregation platform.

If the two wheels are lost, it will have a huge impact on Didi's online car-hailing business!

Meituan wants traffic to build its super app. The Bicycle Mini Program has ceased to operate, and can only be used to scan the code to ride.

Last month, it directly strengthened the construction of the platform, adjusting the two rounds of business units under the original LBS platform to the Meituan platform, a proper strategic adjustment.

In the end, the key to competition lies in the amount of input allowed by local governments.

From the discouragement three years ago, to the opening last year, motorcycles were officially legalized. The attitude of the first and second lines is very ambiguous, but below the third line is waiting to be fed.

Especially in small cities, there can only be one or two shared motorcycle brands. If it is exceeded, first, the government does not allow it, and second, it is difficult to make a profit.

To put it bluntly, it's a blitzkrieg to see who is faster!

Needless to say, it is still the same old routine: the so-called joint operation is to find enterprises with government resources or funds to cooperate in cities where the platform cannot be accessed, and the platform and the partner are divided 2:8.

Joining means that the partner has government resources but does not want to invest money, and the platform and the partner are divided 3:7.

As long as the protection money is in place, anything can be discussed.

Thinking of this, I am more optimistic about Hello and Didi, after all, I am an old traveler and familiar with the transportation department.

Shared motorcycles appeared almost at the same time as shared bicycles, but the circumstances of the two were very different. Bike-sharing has attracted the attention of capital all the way, and soon entered the endless burning of money, like brilliant fireworks, and instantly returned to calm.

There is no acceleration of capital for shared motorcycles, and the industry has always been profit-first and slowly penetrating, but has a better future.

So there's not much time left for the giants!