The closing of the industry ushered in the industry standard release of shared bicycles for three years must be scrapped

Abstract: Standards accelerate the survival of the fittest, and development still depends on the market

On the afternoon of July 5th, the bicycle industry associations of Shanghai and Tianjin released the three group standards of “Shared Bicycles” jointly developed by the two parties (hereinafter referred to as “shared bicycle standards”), which will accelerate the survival of the fittest in the industry to a certain extent. In an interview with Caijing, people said that the shared bicycle industry is about to usher in a reshuffle period.

Guo Jianrong, secretary-general of the Shanghai Bicycle Industry Association, told the Caijing reporter: "(Standard strict) is the self-pressurization of the industry, standardizing the business behavior, so that the shared bicycles launched will achieve a higher safety factor and prevent potential safety hazards."

He emphasized that the three-group standard for sharing bicycles is the first self-discipline group standard in the country. The scope of the standards is mainly in Shanghai and Tianjin, but its influence will radiate across the country and become an important reference standard.

There are some differences between the official release of July and the previously approved draft. For example, the definition of shared bicycles has been added to the "Internet leasing method" to clarify the Internet properties of shared bicycles.

Since the frequency of shared bicycles is higher than that of socially owned vehicles, the standard also emphasizes the three-year retirement of shared bicycles. In addition, the sharing bicycle standard requires detailed hardware manufacturing, specifies the size of the vehicle body, and must make necessary requirements for brackets, mud boards, locks and other components, and proposes the functional requirements of the Internet. At the same time, the right to reuse the scrapped vehicle parts is given to the company for judgment.

Standards development lasted for half a year. The Shanghai Bicycle Industry Association and the Tianjin Bicycle Electric Vehicle Industry Association initiated the drafting of three group standards on January 5, 2016. The first draft was completed on February 6th. After many revisions, it was open to the public for comments at the end of March. At the end of May, a standard meeting for sharing bicycle groups was held. Formally introduced in July and implemented in October.

These regulations have set a higher market entry threshold for the industry, and the integration of industry resources has played a catalytic role. After all, for small shared bicycle companies, manufacturing costs and other R&D investment costs will increase.

Li Zhiqing, deputy director of the Environmental Economic Research Center of Fudan University, told Caijing that this can be regarded as a resource integration measure at the government level. “The impact on small and medium-sized enterprises will accelerate the merger and integration within the industry and have limited impact on large enterprises. ”

Today, the shared bicycle market, which was originally on the vent, has become saturated, and uncompetitive follow-up companies have begun to withdraw. On June 13, Wukong, which operated for five months, withdrew from the market and became the first shared bicycle operator to close down. Subsequently, another shared bicycle company, 3Vbike, announced that it would cease operations.

"Now it has reached a moment of survival of the fittest." Liu Xingliang, dean of the DCCI Internet Research Institute, told Caijing that "shared bicycles will go to platform-based enterprises, and small enterprises cannot rely on regional markets alone."

Li Zhiqing also told Caijing that the near-saturated shared bicycle market is gradually moving from “chaos” to “ruling”, and “the integration of resources such as exit and merger will begin.”

Compared with the market of taxi software, Liu Xingliang believes that most of the shared bicycle companies will close down. Only a small number of people who are large enough may be merged, leaving two or three giant companies.

However, the opinions of the industry are more cautious about the judgment of industry integration. “Standards have promoted the development of bicycle technology and service optimization, but it will not accelerate the industry to reshuffle or kill the industry.” Yu Bai, founder and CEO of Youbai Bicycle, told Caijing, “We have always followed this standard. To do it is very basic."

However, Yu Yu also said that some small companies do not have the ability and funds to carry out technology research and development in accordance with the requirements of shared bicycle standards, "may not be suitable for this industry."

Although the release of this standard has promoted the industry reshuffle and has a positive impact on the development of the shared bicycle market, the above experts have emphasized that “the association and the competent authorities play a supporting role in service and management, and the industry’s resource integration and development are still mainly It depends on the market."

In addition, the National Development and Reform Commission and other eight ministries and commissions jointly issued the "Guiding Opinions on Promoting the Sharing of Economic Development" on July 3, stating: "Industrial associations and other relevant social organizations should promote the introduction of industry service standards and self-discipline conventions, and improve social supervision." The introduction of the three-group standard for shared bicycles has certain reference significance for other industries.