Meituan enters the game heavy-duty: the shared motorcycle battle is on the rise again, or it will force the traditional electric vehicle market to be deeply shuffled
With the Internet rental electric bicycles included in the "Green Industry Guidance Catalog", shared motorcycles are becoming a "fat" in the field of two-wheeled travel. Coupled with the implementation of the new national standard for more than a year, the standard set also allowed capital to accelerate the horse racing in the field of shared motorcycles.
This is the policy level. In the market, the sudden outbreak has stimulated the public's potential demand for private travel. The "one person, one car" travel method is widely promoted and makes shared motorcycles full of imagination.
01 Capital Surge The "Three Kingdoms Kill" Pattern Reappears
In March, it was reported that Alibaba ’s Hello and an electric vehicle company had finalized a large order for 500,000 shared motorcycles.
In April, Didi's shared bicycle platform, Qingju Bicycles, received over US $ 1 billion in financing led by Junlian Capital, and on May 6th, Liu Haoran became the first brand spokesperson. According to relevant sources, the sharing of motorcycles will be an important strategy for Qingcheng in 2020.
Meituan seems to have slowed down the market since Mobike, another giant of shared bicycles, was completed in 2018, but it was reported in a few days that Meituan plans to purchase more than 2 million shared motorcycles in 2020. This also shows that Meituan's layout in the field of shared motorcycles is shifting and speeding up.
The three giants in the field of shared bicycles will continue to stage the "Three Kingdoms Kill" in the field of motorcycles.
02 Governments in many places hold open policies, sharing motorcycles welcomes major benefits
The sharing of motorcycles is no longer new, but due to policy restrictions, the market has not really developed in recent years.
Since 2017, Beijing, Shanghai, and Guangzhou have successively issued documents stating that they will "not develop" or "not encourage development" for shared motorcycles. Cities such as Hangzhou and Shenzhen directly stop sharing motorcycles.
However, since Internet leased electric bicycles were included in the "Green Industry Guidance Catalog" this year, governments in many places have been open to shared motorcycles. For example, cities such as Changsha and Nanning have liberalized the licensing of shared motorcycles and have adopted The form of bidding actively introduces the entry of shared motorcycles, which is undoubtedly a major benefit for the development of shared motorcycles.
It is reported that in the first two days, Yan Zhizhi, a member of the Nanchang CPPCC and chairman of Jiangxi Luluxing Technology Co., Ltd., also proposed to develop a shared electric bicycle model. According to reports, the number of electric vehicles in the main urban area of Nanchang has exceeded 1.4 million, and the "Nanchang City Special Survey on the Third Level of Public Transport Urban Development in 2019" shows that electric vehicles account for 16.58% of all modes of transportation in the downtown area. The highest proportion of transportation methods (walking accounts for 40.85%). This also means that in Nanchang, shared motorcycles may usher in new development opportunities.
With the more and more standardized management of shared motorcycles, perhaps more cities will change their attitude towards shared motorcycles.
03 Will the disruption of shared motorcycles catalyze the price war in the traditional electric vehicle market?
Affected by the epidemic, the electric vehicle market also encountered a "small winter". With the gradual recovery of the market, major brands have sacrificed the price war to accelerate the return of blood. Since May, the market has been flooded with terminal activities such as "one drop to the end", "Juhui" and "breakdown of the bottom price".
Although shared motorcycles will not replace traditional electric vehicle sales, they will squeeze some market share to a certain extent. Thankfully, as of now, the three giants have not started the "burning money" war as they did in the shared bicycle field a few years ago. However, this does not mean a peaceful future in the field of shared motorcycles.
The sales of shared motorcycles and traditional electric vehicles do not seem to be on the same track, but Hello Travel has proposed a model of rent-and-sale to empower traditional channels. Once this model of integrated rental and sales is mature, it will inevitably force the traditional market. Deep shuffle.