Share the bicycle with this fire and burn the red market in the capital market. In the past few days, the sharing of bicycle concept stocks – Shen Zhonghua A (000017), Xinlong Health (002105), Zhonglu (600818) and Shanghai Phoenix (600679) have recently benefited from rising stock prices. However, with the expansion of the scale, the shared bicycle industry has caused a series of problems such as chaotic parking and potential safety hazards, which led local governments to rectify the Internet bicycle chaos.
On December 27th, the Shenzhen Municipal Transportation Commission announced the “Opinions on Encouraging the Regulation of Internet Bicycles (Draft for Comment)â€, which proposed a series of specifications and requirements for Internet bicycle companies and users. This is also the country's first policy normative document on Internet bicycles. The Municipal Communications Commission revealed that it is possible to limit the total number and size of bicycles in the future.
New regulations prohibit low price dumping “Internet bicycles have revolutionized the entire bicycle travel market, but at the same time, with the expansion of the scale of promotion, the bad behavior of vehicles not following the rules and parking, has brought a series of problems to urban management.†The Shenzhen Municipal Communications Commission said at a press conference on December 27 that in order to promote the healthy development of Internet bicycles, protect the legitimate rights and interests of all parties, and regulate the parking of bicycles, the Municipal Transportation Commission issued the "Regulations on Encouraging Regulations" on December 27. Several opinions on Internet bicycle service (draft for comments) and "Guidelines for setting up bicycle parking areas (roadside belts in Shenzhen) (Trial)". The two documents clarify that the development of Internet bicycles follows the principle of encouraging government regulation and market operation of enterprises.
This is obviously different from the previous network car. As early as 2013, when Didi’s travel had just entered the online car market, Drip and the fast taxis at that time had not entered the “subsidy warâ€, Shenzhen’s new thing about the network car was not welcome, and it was delayed. It can be clearly positioned so that a group of net car representatives such as Didi will actually walk on the gray edge for a long time. The Shenzhen-issued norm clarified the attitude of “encourageâ€, which made the sharing bicycle have a good policy guarantee since birth.
However, in the "Draft for Comment" issued by Shenzhen, a series of normative requirements have been put forward for enterprises sharing bicycles. For example, enterprises are required to set up deposits for deposits, and they must set up special accounts for deposits to ensure special funds for special purposes; Should purchase third-party liability insurance, personal accident insurance and other insurance; public charging standards, there must be no low-cost dumping and other unfair competition behavior; should be in accordance with the requirements of the city transportation and other relevant departments, the number of local registered users, vehicle size and Data such as distribution information, vehicle usage frequency, and vehicle operation.
As can be seen from the new regulations, Shenzhen's regulation of shared bicycle companies is mainly aimed at ensuring the safety of users, including information security and personal safety, as well as financial security. Among them, low-priced dumping, unfair competition, and the establishment of deposit-specific accounts, etc., have been mentioned in the shared bicycle market. If you want to set up a special deposit account, this part of the money will not be used in the future.
In addition, the phenomenon of random cycling of shared bicycles is very prominent and has affected normal public transportation in some areas. The Shenzhen Municipal Communications Commission believes that shared bicycle companies should guide users' parking behavior in a certain way, for example, let bicycles enter the community or park at fixed parking spots. However, this is contrary to the “no pile parking†of shared bicycles. Whether the regulation will affect the business model of shared bicycles, some industry people are concerned about this.
Not only Shenzhen, but also organized a bicycle seminar this month, revealing that the “Guidelines for the Development of Public Bicycles in Shanghai†will be introduced to regulate the management of public bicycles. According to Guo Jianrong, secretary-general of the Shanghai Bicycle Industry Association, there are 17 major problems in public bicycles, including the qualification of providing public bicycle services, the mandatory use of public bicycles, and the application of public bicycle services. Make provisions, stipulate the limited liability of users, the formulation of compensation and compensation standards, insurance requirements, etc. In addition, many shared bicycle companies have expressed the hope to establish a barrier to entry, so that shared bicycles have standards to follow.
The bicycle production market is now "ceiling"?Undoubtedly, bicycle manufacturers have benefited when sharing bicycles. If Xinlong Health confirmed the “suppliers of Mobai†in response to investor questions on December 19th, the stock price has risen all the way, and has been in daily limit for two consecutive days. Since December, the increase has exceeded 20%. Shanghai Phoenix, Zhonglu shares, and Shen Zhonghua A also follow the trend. After Dream Net Rongxin revealed on December 26 that it joined the shared cycling team, the stock price was also pulled up.
The Ping An Securities Research Report pointed out that the market size of shared bicycles is between 12 and 20 billion yuan. The volume and frequency of shared bicycles directly determine the market space. In the context of government support, if the profit margin is 50%, there will probably be a final profit of 6 billion to 10 billion yuan.
What is of concern is how many shared bicycles are needed in the market?
According to the data released by the Shenzhen Municipal Communications Commission, there are currently 4 Internet bicycle companies (Mobai, ofo, Xiaolan, Xiaoming) in Shenzhen, and about 120,000 vehicles are put into use. According to the promotion plans of various enterprises, the scale of promotion throughout the city before the Spring Festival. It will reach 210,000 vehicles.
According to statistics from the Shanghai Bicycle Industry Association, as of the end of 2015, a total of 9 districts in Shanghai have implemented public bicycle rental projects, and 1021 public bicycle outlets have been established, with 27,812 bicycles. However, with the intervention of Internet car rental companies represented by Mobai, in just a few months, only the two companies, Moby and ofo, have invested nearly 150,000 bicycles. A number of public bicycle companies have been put into operation before the end of this year, and the amount of vehicles invested is about 250,000. In the first half of next year, it is estimated that it can reach 500,000 units, basically forming a networked operation of public bicycles throughout the city.
“When you visit the Shenzhen Bay Park on the weekend, there are cars everywhere. People can’t walk without walking.†The relevant person in charge of the Municipal Communications Commission said that due to more and more shared bicycles entering, the bicycle carrying capacity of some areas and roads in Shenzhen has been It seems to be overloaded, and in the future it may form a limit on the total number of bicycles in the city. This also means that sharing a bicycle will not be possible to gain unlimited access. Perhaps the "ceiling" will soon arrive.
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