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Ali, Meituan, Didi, shared bikes retreated, changed their owners, but began to recover.
 

Remember? This season two years ago was the time when shared bicycles had “not enough colors”.
 

Two years later, the bike-sharing industry has reached the season of rising demand, but the industry has changed its appearance.
 

The three most powerful companies on the stage today: Meituan Bicycle, Hello Bicycle and Qingju Bicycle, are survivors after the industry reshuffles and after the wind broke.
 

And this spring, survivors began to gain new opportunities to rebuild the industry.
 

The tuyere subsided, but the spring was full of vitality
 

“It’s time for sharing bikes to raise money?” An internet practitioner posted a message in a WeChat group, and a group of people in the back put a lot of question marks on the screen.
 

Discussed in the group is the news that Didi ’s Tsingtao Bicycle won a US $ 1 billion financing. In mid-April, the orange bike was exposed to complete a $ 1 billion financing, and Didi then responded by saying “no comment.” Later, The Information reported that 850 million US dollars came from Didi Chuxing, and 150 million US dollars was provided by Junlian Capital and Softbank.
 

It ’s not just the oranges that are financing. Li Kaizuo, co-founder and CEO of Hello Travel, once revealed that a new round of financing will be completed by the end of 2019, with the majority shareholder Ant Financial and other old shareholders participating in this round of financing. At the same time, Hello Travel said recently that the company realized the company’s EBITDA (free cash flow) correction in March 2018. The financing mainly hopes to increase the development of new businesses in the next few years. “We should now be in the history of entrepreneurship The time with the most cash. “
 

Currently, Hello Bike, Green Orange Bike, and Meituan Bike are owned by the giants of Ali, Didi, and Meituan, respectively, or funded by Internet giants. After adding ample ammunition, their business development is not bad.
 

On April 22, Meituan Cycling released the report “Riding the Trail to Revitalize the City”. The report shows that as of April 8th, the average daily ride volume of Meituan cycling nationwide increased by 410% compared with the period of the outbreak in February. Among them, Xi’an ’s Meituan cycling data has fully recovered to the pre-epidemic level by the end of March, and Kunming, Shenzhen, and Hangzhou were also on April 8Recently returned to normal.
 

After sharing bikes to undergo a shuffle, the state of” three-legged standing “is temporarily formed ｜ Visual China
 

Qingju Bicycle and Hello Bicycle also said that their business will recover to more than 80% in the same period in 2019. Kai Kai Li mentioned that conventionally, January and February were originally the off-season of the business, and the impact was relatively easy to digest; compared with other industries, short-distance travel is a relatively basic and livelihood life demand, so the recovery is faster. According to the plan, after the Spring Festival is the peak of bicycle delivery, but it will also be affected in the supply chain. After April, the production capacity will gradually start to resume climbing.
 

Unsurprisingly, around June should be a new peak in the large-scale investment of three bicycles. Unlike the slightly quiet and pessimistic attitude of the bicycle industry in the previous two years, shared financing seems to be re-emerging with financing as a signal. In terms of products and investment, all three bicycles have begun to favor motorcycles with longer riding distances and higher profit margins; in terms of policies, according to the “China Shared Travel Development Report (2019)” released at the end of 2019, with the sharing of bicycles, they will enter rational During the development period, government departments will carry out more scientific and classified management based on the service level of shared bicycle companies. In addition, the “new national standard” in the field of motorcycles has also brought new development soil to Internet rental electric bicycles.
 

Everything points to one point. Bicycle sharing is not a “pseudo-demand”, but it has been built into a “pseudo-model” before.
 

From barbaric growth to fine operations
 

If you look back at the bike-sharing battle, one of the keywords must be “burning money”.
 

From the beginning of 2016, Jinsha River began to bet on ofo, to the Meituan wholly-owned acquisition of Mobike. In two years, ofo and Mobike completed a total of more than 3 billion US dollars in financing. Only before it is comparable to the financing amount of the car-hailing war.
 

With the blessing of huge financing, the shared bicycle industry has entered a short “decline period” in just a few years. The reason is that the core purpose of shared bicycle burning in the past is to copy the next drop. , But this model collapsed. But this seems to be just the “first stage” of bike sharing.
 

And entering today’s “second stage”, the core logic of this industry has changed significantly.
 

The “Lightning Expansion” written by the founder of LinkedIn clearly mentioned that when faced with uncertainty, quicklyThey have all become giants.
 

But the model created by China still exists, and the story will continue to be written.