After the first batch of entrepreneurs fell, why did the industry welcome new students?
Editor’s note: This article is from WeChat public account “Tech Planet” (ID: tech618 ), author: Ma micro ice.
“What kind of garbage are you?” Since the announcement of the mandatory waste sorting in Shanghai in June, the jokes of the cinema aunt have poked many people, and how to identify the garbage classification in life has become a hot topic. topic.
There is traffic behind the topic, and business opportunities are hidden behind the traffic. Countless entrepreneurs are aiming at the opportunity to enter the garbage disposal field. According to Tianyue’s data, there are 70 new companies registered in the end of the 6th, and the registered capital ranges from several hundred thousand to tens of millions.
The
policy also brought dividends to the waste sorting market. According to the requirements of the Ministry of Housing and Urban-Rural Development, by the end of 2020, 46 key cities should basically complete the “garbage classification” treatment system; before the end of 2025, the “garbage classification” treatment system should be basically established in the prefecture-level and above cities. It has a bright future.
The trillion-dollar waste sorting market, which was once ignored by the public, began to stand on the cusp at the beginning of 2019. More startups began to look for opportunities, and capital was looking for the investment targets. However, one report from a while ago: “The first batch of waste sorting startups have gone bankrupt”, presenting the dilemma of waste sorting and entrepreneurship to the public, and hesitated many people who are optimistic about this field.
Chasing the wind, catching the tide, garbage entrepreneurs are alleged to be the pseudo-enterprise track that is still immature, and it is difficult for the industry to develop a number of high-quality enterprises. But is this really the case?
Waste of the entrepreneurial wind has stopped?
The Internet has created a number of fast-rising cases, and the slogan has become the domain of many entrepreneurial opportunities. The financing of the chat project must be closely linked to the current enthusiasm, as is the waste business.
In June this year, Shanghai took the lead in implementing waste sorting. At first, everyone did not take it seriously and thought it was a document to promote environmental awareness. However, one month later, the most stringent “Regulations on the Management of Domestic Waste in Shanghai” was officially implemented. Once it was found to be mixed with garbage, the minimum amount is 50 yuan and the maximum penalty is 200 yuan.
Compulsory disciplinary policies make garbage sorting a topic that residents must face.
First, some people have exploded their own garbage classification tricks on the Internet, and then they have derived various generations of throwing services. According to the Baidu Index, the “garbage classification” keyword reached a peak of nearly 1.5 million on July 1st, and the average daily search frequency remained after that.About 100,000 times, in the face of the wireless traffic behind the huge attention, Internet players are directly exposed to the hidden business opportunities behind them, and the wind rises.
Beginning is the stock of some companies that do garbage sorting or environmental protection, and the other players have flocked to seize the opportunity. Then the entrepreneurial craze began to rise. According to Tianyue data, only from June 17 to July 17 this year, the country has newly established 8 416 enterprises with business scope including “garbage, garbage sorting, garbage collection, garbage disposal”. .
There are some companies that have come across the border, offering services such as throwing and categorizing, and want to occupy the user’s habits as early as possible. However, the sanitation industry seems to be simple and not easy. The high-cost and low-yield ills are difficult to treat, and many companies that follow the trend are overwhelmed after the market heats up.
For example, the little yellow dog, once known as the new waste separation and recycling industry sample, has just started to make a rapid momentum, and has invested in a large number of cabinets for garbage sorting and recycling. In 2018, it has entered key cities in Beijing, Shanghai, Guangzhou, Shenzhen, etc., and has been deployed in 156 residential communities. However, due to insufficient market estimation of garbage classification, there are problems in the design space of the garbage bin classification color and the assigned operators, resulting in long-term business failure.
In the end, the small yellow dog became the most well-known waste sorting company due to the thunderstorm of the company behind it. Entering 10,000 communities, the valuation is 15 billion, and the estimated annual revenue is 2.265 billion. The goal that the Little Yellow Dog once hoped to achieve is also ruined.
After the collapse of the waste sorting company, many startups have also had problems.
Langdun Technology, which had received a $2 million business start-up fund from the city government, deployed more than 100 recycling machines. However, the recycling types are mostly low-value products such as glass and plastics, which cannot compensate for the high operating costs of the company. Since 2016, the company has gradually withdrawn from the market, and this year it will no longer operate completely. Finally, on June 26 this year, the company’s operational qualifications were revoked.
Garbage classification startups have become the slogan of the industry, and the death of several startups has caused many capitals and entrepreneurs to doubt whether the track exists. However, from the domestic and international development trends, garbage disposal must be a general trend. The trillion market also needs the participation of startup companies to make up for the lack of government power.
Garbage classification and entrepreneurship to falsify the truth
Someone made garbage, and some people are doing garbage business. From a market perspective, although there are problems in the development of companies such as Little Yellow Dog and Langton Technology, there are still many opportunities in the field.. Waste entrepreneurship is not a slogan, but an industry with long-term commercial value. The following four areas are opportunities for waste sorting and entrepreneurship:
Traffic Opportunities
The identification of garbage sorting and the numerous online services linked to it make traffic opportunities the first opportunity for waste sorting. In addition to the entrepreneurial system to obtain traffic through the garbage sorting service, Baidu search, WeChat applet, Alipay have successively launched the garbage classification guide, and the main push applet and host APP get more open opportunities.
In the case of Alipay, as early as June 28, Alipay launched the “Garbage Classification Guide” and “Garbage Classification Guide” applet, covering more than 40,000 kinds of garbage. As of August 20, there are 57 small-scale related garbage sorting programs on the Alipay platform. The cumulative number of users has exceeded 10 million, and the user distribution has gradually spread from Shanghai to Zhejiang, Guangdong, Hebei, Shaanxi, Beijing, Tianjin and other countries. Multiple areas. Among them, the “Garbage Classification Guide” applet has the largest user volume, reaching more than 3.9 million.
On the second day of Alipay’s launch of the “garbage identification” applet, WeChat quickly followed up and recommended four garbage sorting applets. Now the US group, hungry, have also followed suit, on-line garbage generation service.
Classification opportunities
Easy to throw away from the platform of Alipay, it is always engaged in the waste sorting industry. Its waste sorting guide has an activity of 3 million and is well received among users.
Courier boxes, take-away boxes, used paper towels, bottled drinks, etc., will be classified according to uniform standards. According to the instructions of the platform, the appointment pick-up person can pick up the garbage at home.
Yi Dai throws the founder’s cowshed and recalls, “On the second day of the Dragon Boat Festival this year, a pick-up shopper collects the door, and the user will wash the stack of take-out boxes, clean and sort them out.” The number of on-site services on the platform has increased, and users have unconsciously formed a sense of garbage classification.
“Easy to throw” does not create direct contact with the recycler. They are docked with large and small recycling companies, where the recycling staff will collect the “garbage” at the designated location after the user places the order. These recycled “garbage” will be sent to the treatment plant in one-to-one correspondence, into the recycled paper yard, plastic into the plastic slicing factory, glass into the fiberglass drawing factory…
Is already hungry for the offline errand business? For each 12 yuan, the range of errands is similar to takeaway, no more than 3 kilometers.
The rise of the second-hand recycling market
Classify garbage, the main purpose is to facilitate the reuse of effective resources, which is commonly referred to as second-hand recycling.
I believe many people will say this, after they have been taken away, where are they going?
“70% export abroad, 15% do public welfare,” said Fang Xiaodong, founder of the online whale recovery platform. As a platform with the main business of recycling old clothes, the white whales will classify the clothes they have recycled, and 70% of them will be exported to some foreign countries to earn the difference. With the Alipay applet centralized traffic model, the white whale has recovered more than 13,000 tons of used clothing.
The demand for second-hand clothing in countries such as Africa is huge, but due to climate reasons, only summer clothing has a market. Winter clothing, usually reprocessed, regenerates other products and re-flows back to the market.
“For example, used cotton coats, quality and good quality will be donated to the mountain people, the remaining 60% -65% can be processed by the factory, become the sound insulation cotton in the car, the curtain of the greenhouse, the floor mats, etc. Product.” Look at the founder to introduce to Tech Planet.
With the gradual expansion of second-hand platforms such as idle fish and transfer, the idle economy status has gradually increased. Textiles are the most common items in daily life. As the purchases of residents continue to increase, the amount of used clothing is rising.
According to statistics, 26 million tons of old clothes will be thrown away every year in China. The 26 million tons of clothes will eventually be burned or landfilled, which will cause considerable pollution to the environment. The recycling of waste is also mandatory for waste sorting by the state. One of the purposes.
Intelligent hardware breaks into the garbage classification field
With the continuous development of artificial intelligence technology, ar, ocr, and photo recognition technologies are continuously applied to various occasions, and the garbage classification industry is no exception.
On July 5th, the mobile phone Taobao’s “sweeping” added a new garbage sorting function. By clicking the screen recognition, the user can identify dry, wet, recyclable or hazardous garbage through the AI intelligent map function.
In addition to the smart identification applets on the major platforms, intelligent hardware products are also new business opportunities brought by garbage sorting. The smart garbage recycling cabinet “Little Yellow Dog” has been widely represented in the community. The small yellow dog intelligently classifies the front end of the domestic garbage, and the central end is unified transportation and centralized processing at the end.
Different from the door-to-door receiving mode of other platforms, the intelligent offline products allow users to be time-limited when sorting and delivering clothes. It is a convenient delivery mode for office workers who are 9 to 5 pm.
Garbage is generated in offline life, and intelligent hardware can solve the problem of offline garbage sorting. Therefore, smart trash cans and smart recycling bins will have a broad market in the future.
A platform such as Alipay applet becomes a commercial catalyst for waste classification and entrepreneurship
As the level of people’s living and consumption increases, the amount of garbage generated is also increasing year by year.
According to statistics: since 2001, China’s urban lifeWaste production has been on the rise, with a total increase of 59.7% in 18 years, from 134.7 million tons to 21,521 tons. In 2017, the amount of domestic garbage produced in 202 large and medium-sized cities in China was 219.44 million tons.
A huge amount of garbage has also caused many urban diseases. According to statistics, at present, one-fourth of China’s cities have no landfills, and more than one-third of cities are trapped in the “garbage siege”. Therefore, the classification, recycling and recycling of municipal solid waste have become It is about the important things of development.
However, China’s waste sorting system is still immature. Compared with the current domestic garbage recycling rate of 65.6%, it has become one of the countries with the highest level of waste sorting in the world.
As China’s waste sorting level increases, the relevant market will also become larger and larger. According to iiMedia Research (Ai Media Consulting) data forecast, the relevant industry market size forecast for the next three years will exceed 200 billion yuan.
The domestic garbage sorting process started late, but the development in the fields of mobile payment, applet and AI is more advanced.
WeChat, such as the life service platform Alipay and social platform, is a catalyst for the development of these waste sorting companies. In particular, Alipay in the Ali ecosystem is closer to business and life applications, more versatile, using small programs, life numbers and other services, ants forest, sesame credit and other tools, in the life service, especially the current hot waste classification field. To promote the industry to further develop and become a commercial catalyst for waste classification and entrepreneurship.
Although there are small yellow dogs and other industries to explore the forerunners to fall, but I believe that there will be more platforms in the future, such as easy to throw, white whales, in the field of garbage classification to achieve better development.