Chuandi acquires Xiaolandan, will Didi make its own shared bicycles?

DripWill do it yourselfBike sharing

For Didi, whether it's the layoutEle.me, everyone car, stillInvested in OfoDidi has several plans to do shared bicycles: one is to do it itself, and the other is to connect to other bicycle-sharing companies.

In December 2017, Didi began to incubate its internal bike-sharing business, which is internally codenamed "Haitang".(Although this statement has not been officially confirmed by Didi).

In the acquisition of Xiaolan, although Didi has previously invested in ofo, Didi feels that there are huge problems in the current shared bicycle operation, not only the high loss rate, but also the difficulty of commercialization, which not only makes investors' money go down the drain, but also sees no hope in commercialization. Since you can't play, it's better for me to play by myself, and at this time to copy the bottom of the little blue car, you can advance or retreat.

If the future ofo andMobikeMerger, Didi will merge the acquired Xiaolan into the merged company to gain more shares and the right to speak. If you completely break with ofo, you can simply do your own shared bicycle, after all, Didi is currently the leader of the travel industry.

According to the analysis of industry insiders, whether it is holding a stake in ofo or acquiring another bike-sharing company, it is essentially a commercial behavior, and Didi's investment in shared bicycles is to improve its mobility industry chain.

The impetus for a series of actions such as entering the shared bicycle and building a firewall around travel not only comes from Didi's internal drive, but also from external pressure.

Gone are the money-burning and extensive model of bike sharing in the past.

Didi announced in December 2017 that it had completed a round of financing of more than $4 billion, and now has sufficient funds, and the acquisition of Xiaolan Bicycle is a big step for Didi to enter the shared bicycle market, and it is believed that Didi will soon enter this market.

Didi Chuxing today announced the completion of a new round of equity financing of more than US$4 billion to further increase investment in AI transportation technology, accelerate internationalization and innovative businesses, including new energy vehicle services.

As many people know, Didi has invested in Ofo many times, and the "Ofo Bicycle" entrance on the Didi Chuxing app is now acquiring Xiaolan Bicycle, and a series of behaviors indicate that Didi is incubating a shared bicycle business.

In the field of travel, in addition to taxis, there are also bicycles, new energy vehicles, buses, intelligent driving, etc., Didi has grasped the rigid demand that users cannot leave travel, and it will continue to extend upstream and downstream in the future, this business logic is similar to Tencent.

Just saw an exclusive report from 36 Krypton:

36Kr learned from the core people from Didi that Didi's own incubated bike-sharing business has planned to open its first city at the end of the month, and at present, Beijing, Shenzhen, and Guangzhou are all within the scope of being selected, and Didi employees in several cities have been notified.

At the same time, some people from the upstream chain of bicycles revealed that in recent days, a number of shared bicycle parts factories have found their own cooperation, and indicated that Didi intends to put about 6 million bicycles in 2018.

Summary: Of course, these are all interpretations based on Didi's behavior, and ultimately need to wait for Didi's official confirmation.

1.However, ofo hesitated on the issue of whether to install smart locks, "a long time to come out, still hugging the pipa and half covering the face", January 16, 2017, ofo finally officially released the first generation of smart locks, and in some areas of the Beijing market in the first batch of trials, which marks the development of a year of ofo smart lock finally completed the bicycle war is in full swing, ofo bicycle comprehensive modification of smart lock is imperative. It is expected that ofo will not make smart locks that scan codes, but electronic password smart locks that are compatible with mechanical lock passwords.

2.And the smart lock costs a lot, if the discount price of 500 yuan is purchased in bulk, modify 1 million bicycles, then the first batch of smart lock investment at least to reach the advantage of its bicycle cost is low, about 300 yuan or so when the bicycle is returned, the "rotating" mechanical lock must be broken up by the user when the password is broken, if not, the next user can directly press the lock to unlock; Even if the user remembers the exclusive password of the bike, they can ride it for free for a long time. There are **** because of the bug of the mechanical lock and the student free deposit, riding subsidy and other discounts.

In the version of the bicycle is a "button" mechanical lock, the version of the bicycle is a "rotary" mechanical lock, ofo of the external caliber "stubbornly" firmly believes that the mechanical lock unlocking success rate is the highest, and the smart lock bicycle in remote areas if the communication signal is weak, it may make the bicycle less than one-tenth of the cost of the Mobike classic version and one-fifth of the lite version. Previously, ofo launched a "blitzkrieg" in January 2017 and announced a plan of "one city a day", which is expected to open 33 cities before the New Year, and ofo after installing smart locks. <>

How to evaluate Didi's acquisition of Little Blue Bicycle? Is Didi ready to invest with the ofo little yellow car hard?

Didi's acquisition of Xiaolan Bicycle is completely understandable for Didi. Didi's own positioning is travel, and the last few kilometers of bicycle distance are naturally better if they can be won by themselves. Therefore, behind Didi's acquisition of Xiaolan Bicycle, it is estimated that it is also to fill the vacancy in its own travel territory (market) layout.

For Didi, covering the entire process of user travel is the foundation for building its own travel business empire. After all, the time from the departure of the taxi to the time of getting off the bus and paying for it is only the middle part of the user's journey, not the whole thing. How to better incorporate the last mile that cannot be reached by car, as well as the bicycle transportation mode for leisure travel, into its own service scope is the direction that Didi should pay attention to in the future.

In other words, Didi's intention to do shared bicycles is very clear, and the acquisition of Xiaolan Bicycle may be an important step in the chess game. The next step is to take all ofo.

There is a chance that this rumor is true.

Recently, ** reported that Didi has signed an acquisition agreement for Xiaolan Bicycle and is trying to operate its own shared bicycle brand while investing in Ofo. However, in response to the "****" reporter, Didi said that there is no official comment on the news at present. At the same time, Xiaolan Bicycle also did not comment on this.

Although the news has not been officially certified by Didi, a number of ** reports say that the matter is likely to be true. Some industry insiders also revealed to the "****" reporter that the acquisition is likely to be true, because earlier, some teams of Xiaolan Bicycle have gone to Didi.

Didi is constantly expanding in the field of travel, in addition to the original carpooling, hitchhiking, special cars, etc., Didi's tentacles will also spread to buses, minibuses and even shared bicycles in the future. It can be seen that Didi wants to monopolize all areas of people's travel, and meeting the travel needs of all users is Didi's strategic goal in the future.

Prior to this, Didi had been an investor in ofo, with a maximum stake of more than 30 percent。But after the personnel changes of ofo in July 2017, the relationship between Didi and ofo has cracked. Although the two sides still do not admit that the relationship has broken down, it is an indisputable fact that Didi's executives have returned to Didi from Ofo.

Summary: After losing the cake of ofo, it is undoubtedly an affordable and wise choice to choose a small blue bicycle that is on the verge of bankruptcy but has a good reputation among users. With Didi's investment, Xiaolan Bicycle will soon become a strong competitor to other bike-sharing bikes.

Chuandidi's acquisition of Xiaolan Bicycle The travel ecological pattern is being reorganizedDidi recently completed the acquisition of Xiaolan Bicycle and has signed an agreement to acquire it. At the same time, Didi is incubating a bike-sharing business, with the internal code name "Begonia", that is, Didi is going to do its own bike-sharing, and the acquisition of Xiaolan Bicycle is the first step.

It seems that the pattern has been set, and the undercurrent of shared bicycles is surging. On the afternoon of January 2, it was reported that Didi had signed an acquisition agreement for Xiaolan Bicycle, and had invested in ofo, trying to operate its own shared bicycle brand, although Didi did not comment on this, but a person familiar with the matter said that Didi did have plans to share bicycles. The industry believes that in the knockout stage where Mobike ofo has won, Didi's entry into the bike-sharing game may loosen the existing pattern.

Li Bin, the founding partner, angel investor and chairman of Mobike, actually wants to merge, because it is too much money to burn, and if he does not control it, it may collapse next year. But Li Bin is unlikely to agree that Didi will control the merged company, and he can rely on Mobike's traffic platform to connect and release greater energy in multiple layouts of his own travel ecosystem.

Mobike's ambitions in the entire mobility sector are no less than Didi's, and it will not agree to Didi taking control of the combined company until it is unleashed, or before it is considered for a merger. Although these claims have not been confirmed by Didi, combined with the information obtained by the interface, it is likely that this is true.

This undoubtedly consciously integrates social resources and reduces waste. Mismanagement of Little Blue Bike led to bankruptcy, and Didi's acquisition was also a beneficial thing.

Didi Chuxing announced the completion of a new round of financing of more than $4 billion, which will be used in one direction to launch 1 million new energy vehicles and establish a network of charging piles. Previously, Didi has announced the establishment of a global new energy vehicle service, preparing to build a new energy vehicle charging and swapping system "Xiaoju Charging", and has also established a joint venture with electric vehicle manufacturer BYD to establish a new energy vehicle leasing ****.

The battlefield of bike sharing is no longer just about bicycles, the war has spread to new energy electric vehicles, time-sharing rentals, and the entire travel scene. Due to the fact that the ambitions of each family to expand their borders are not completed, the merger may not occur in the short term. Didi has relied on the ride-hailing platform to build its own travel ecology, and has developed travel-related scenarios such as carpooling, substitute driving, car rental, and second-hand car trading, leading China's travel ecology.