Explore the “parking lot” of abandoned shared cars: where is the road behind the tuyere?

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Original title: exploring the abandoned shared car “parking lot”: where is the road behind the tuyere?
About 20 kilometers west of Jiaxing City Center, Zhejiang Province, you can reach Wanmin village. This village, with an area of less than 6 square kilometers and relying on planting and breeding, has become the focus of the sharing automobile industry in 2019.
“Since the end of 2018, there have been more and more shared cars sent here, and the number has increased from more than 100 in the early stage to more than 2000.” On January 4, a Wei, a villager of Wanmin Village (not his real name), told the Beijing News, “it’s been parked for almost a year, and then dragged away by the end of December 2019.”
Previously, according to media reports, in Hangzhou, Tonglu, Shandong and other places, there are also parking places for multiple shared cars. The shared cars parked in them are exposed to the sun and wind while waiting for the platform to dispose of them.
The sharing car taking the sharing economy Dongfeng ushered in a great change in 2019, and the industry’s leading enterprises, Tuge, go out immediately and Wanda car, have capital problems. Where will the sharing automobile industry go in 2020? Tan Yi, CEO of gofun travel, told the Beijing news that the sharing car industry in 2020 will enter the stage of oligopoly or giant development.
Field visit: shared cars were parked in Jiaxing rural areas
At about 12 o’clock on January 4th, the reporter from Beijing news came to the shared car “parking lot” about one kilometer away from Wanmin village, Xiuzhou District, Jiaxing, Zhejiang province. There is no trace of a car in such a large dirt field, only traces of tires run over by vehicles, and some pieces of car shell scattered everywhere – there were more than 2000 offline shared cars parked for nearly a year.
“No one knows when the first shared car will arrive. I just remember that from the end of 2018, there have been trailers delivering these shared cars here. At first, it was only parked in a small area, but later more and more, the surrounding area was full of vehicles. ” Wang Bo (pseudonym), who works near the shared car park, recalled, “the exact number is not clear, but there must be more than 2000.”
“There is a certain distance between the parking lot and the villagers’ daily life and the scope of farming. I seldom go there. ” Villagers a Wei (alias) told reporters. Local villagers only know that the nearby parking lot has been rented, but many people don’t know the exact location.
“I can still see the vehicles some time ago, and they have all been towed away recently.” Lin Hai (pseudonym), who works in the steel pipe plant near the parking lot, said most of the cars had been parked for a year, and occasionally someone would check and maintain them. Mr. Wang, who lives near the parking lot, told reporters, “when the car was first parked, most of its appearance looked damaged, but there was no major problem. However, with the long time of sun and rain, many car bodies are rusted, windscreens are broken, and wheels are dried due to lack of air, which is a pity. ”
Starting from the middle of December 2019, Linhai found that every night there will be trailers coming into the site, dragging the shared cars away, even working overtime at two or three o’clock in the night, “the loading and transportation speed is very fast, and all of them will be dragged away before New Year’s Day 2020.”
Previously, according to several media reports, the vehicles once parked here have the evcard logo. The reporter learned that evcard is a well-known domestic shared car brand, which belongs to global car rental Co., Ltd. According to the public information and enterprise investigation, universal car sharing is a sharing car service enterprise with the core business of time sharing lease of new energy vehicles and the registered capital of RMB 165000000. It was registered and established in Jiading District Market Supervision Bureau of Shanghai on May 16, 2016.
“It’s not a wasteland. This is evcard’s temporary parking spot in Jiaxing. It’s guarded by a specially assigned person and used for the parking of the first batch of offline vehicles. The number is about 2300.” According to a statement released by the Beijing News reporter from global car sharing, the number of parked vehicles is also not the 3400 vehicles circulated on the Internet, or about 2300 vehicles.
This may mean that the shared cars parked here grow up for only two or three years. When they are less than the normal service life of new energy vehicles, they are “offline shutdown” for various reasons.
Evcard vehicle abandoned? The company called offline vehicles will be auctioned
Located in No. 888, South Moyu Road, Anting Town, Jiading District, Shanghai, there are dozens of automobile companies in Shanghai International Automobile City building. The 17th and 18th floors of the building are the office address of universal car rental Co., Ltd.
On January 9, a reporter from the Beijing news came here and found that the company did not seem to have been disturbed by rumors from the outside world. In the office located on the 17th floor, many staff are busy working in front of the computer, and there are people in and out of it from time to time.
“The vehicles parked in Jiaxing are not abandoned vehicles, but the first off-line vehicles of the company.” A staff member told reporters, “this area is the company’s rented parking lot, which is used to temporarily Park offline vehicles in Shanghai, Zhejiang and other places. At the same time, the company has a special guard. ”
Universal car share explained in the statement that these vehicles are the first generation of evcard operating vehicles, and the vehicles with low endurance mileage, high degree of wear and tear, and are not suitable for continuous operation have implemented a unified offline decision. According to reports, most of the vehicles once parked in Jiaxing are Chery EQ, Roewe E50, 550 and other brands. According to the public information, these three models all have short endurance mileage. According to previous media reports, these vehicles are generally driven in 40000-70000 kilometers.
In addition to the short endurance mileage, some of the offline vehicles parked in Jiaxing by universal car sharing car rental Co., Ltd. are seriously worn and unable to continue operation.

“Both car sharing and bike sharing have experienced similar situations. When many individual users use the vehicle, due to the use habits and the lack of care for the vehicle, the appearance and interior of the vehicle, even some parts are damaged artificially, which even leads to many vehicles can not continue to use. However, the platform can only take such vehicles offline and sell them at a low price. ” January 10, an analysis of the automotive industry practitioners said.
“These vehicles are no longer on-line operation, and the purpose of centralized storage is to facilitate secondary processing such as vehicle evaluation and auction.” According to one staff member, as early as December 2018, universal car share successively recycled and parked the first batch of shared cars owned by the company, and started to buy and sell these cars in batches in November 2019.
“Due to the relatively difficult second-hand trading of new energy vehicles and factors such as license plate change, the second treatment of the first batch of vehicles will be completed on December 3, 2019.” “By the end of December 2019, all vehicles parked in Jiaxing have been towed away, and now the company has completed the secondary disposal of the offline vehicles. At the same time, new shared car models have been upgraded and launched. ”
On January 10, the reporter logged into evcard’s official website and saw that the shared cars of BMW, Roewe, Haima and other brands are listed under the “model” page on its home page. The rental price ranges from 0.5 yuan per minute to 2.1 yuan per minute.
“Next, we should upgrade more models and redefine and optimize the operation standards to improve the user experience. And according to the market reaction pilot more charging mode, so as to meet the more diversified travel needs of users. ” The staff of universal car told the new Beijing News.
Sharing car pain point: business model “failed to run through”
The more than 2000 shared cars with evcard parked and towed away are just a microcosm of the industry.
Tan Yi, CEO of gofun travel, believes that “the technology iteration is very fast, and the endurance of electric vehicles is constantly improving. When replacing low capacity vehicles with high capacity vehicles, it involves disposal issues, exposing the company’s management and control capabilities and weaknesses. When the utilization rate of these assets is not up to the planned efficiency, if the replacement is also a huge loss to the enterprise. ”
In June 2019, Daimler’s travel platform, car2go, announced its exit from the Chinese market. Meituan’s comments, which had been revealed to be recruiting and interested in sharing cars, have now suspended the project.
According to Analysys, the value chain of automobile industry is reshaped by the electrification, networking, intelligence and sharing of automobile, which provides favorable factors for the development of time-sharing leasing. However, the time-sharing leasing industry faces three major pain points: high vehicle cost, high operation cost and difficult user training. The key to solve this problem lies in vehicle cost, operation efficiency and user cost.
“In 2019, one word of the shared automotive industry is change.” Tan Yi told the Beijing news that the industry is changing. Upstream manufacturing, downstream sales, including the travel market, the consumer market has changed a lot and the industry has been greatly adjusted. The enterprise is changing, the environment is not ideal, and it is in the critical period of life and death. It tests the operation ability of the enterprise, as well as the ability of immediate strategic adjustment and transformation. Basically, the model has not been established. Some businesses have been terminated for transformation, and some have “run through”.
“Sharing is low-cost in nature, but at present, sharing a car is a heavy asset and requires a lot of money.” Yang Qing, a former head sharing car executive, has now left the industry.
Around 2011, time-sharing car rental appeared in China. In the following years, the industry moved forward in ups and downs. In 2016, the popularity of the sharing economy transformed the car time sharing rental into a “shared car”, once sought after by capital and users.
Yiguan mentioned that the overall financing amount in 2017 (industry) showed explosive growth. In 2018, even in the cold winter of capital, the financing of time-sharing leasing industry was basically the same as that in 2017. However, capital preferred enterprises with mature operation mode and market validation. By 2019, the investment will begin to cool down. At present, the industry and capital tend to be rational, and the head enterprises are expected to be favored by capital again.
In this context, Yang Qing, who has been deeply involved in automobile enterprises for many years, has contacted “shared automobile”. However, working in a leading enterprise of shared automobile industry, he said frankly, “it’s too difficult to travel in the industry.”
In 2017, the sharing automobile industry began a new round of reshuffle, ezzy, Muggle travel, “tukuanyi” and so on have been out. In the second half of 2018, the industry’s “black horse” journey also broke out, and the deposit problem shrouded in the industry. Since 2019, Lifan holding’s Wanda car, as well as immediate travel, has been in a dilemma of “no car available”.
There are a large number of consumer complaints on the black cat consumption platform, among which there are more complaints on platforms such as Wanda car, instant travel and Tuge. There are 14000 panda cars, 13000 instant travel and more than 7000 Tuge. On January 7, a user of Tuge complained that “one year from 2019 to now, the app can not be downloaded, and there are no available vehicles and services. Please return the deposit of 1500 yuan as soon as possible, or submit it to the judicial proceedings!”
According to Yang Qing, there is a certain delay effect when the deposit is hard to return for Tuge, immediate travel and Wanda car. When the capital of the industry is more active and abundant, the enterprise pursues the scale, and subsidizes and burns money to improve the platform activity and market share. This mode is based on the mode of burning money, not on its own hematopoiesis mechanism. After the rapid development, some problems will be exposed, because the development inertia will be delayed, but it has been hard to return.
“If we can’t get the money, we will default the car supplier’s car payment first. After a certain scale is defaulted, the car supplier will recover the car, and the shared car platform will shrink. Less vehicles on the platform will affect the user experience, and users will apply for refunding the deposit, which will lead to a vicious circle and the increasingly broken capital chain. ” According to Yang Qing, this is a problem faced by Internet platforms such as Tuge and instant travel.

Backed by car companies, the shared car has relatively good anti risk ability, but once became the top three in the industry, Wanda car was shocked. In 2019, Lifan holding’s Wanda vehicles will face the situation of no vehicle available and hard to return the deposit. Lifan holding is also in a hurry, and the debt crisis of its subsidiary Lifan shares is also delayed.
“The deposit is not its business model, so it will not be a problem for the industry. It’s mainly because there are problems in other parts of the capital chain. The most obvious form is that the deposit is hard to be refunded. ” Yu Yang (pseudonym), who used to be in charge of the operation of a head sharing car company, thinks.
Tan Yi also said that the difficulty in refunding the deposit has something to do with the operation. The business model is not successful, or there is no timely adjustment in the operation process. The operation must be unsustainable. The deposit is used as the fund for operation, and the final victim is the user. Therefore, any deposit problem is not the deposit itself, but the business model is not qualified.
“The fundamental reason for the difficulty in withdrawing the deposit is the difficulty in the operation of relevant enterprises. This phenomenon is common, indicating that the overall profitability of the industry is not high. The market is not mature enough, investment is overheated, and there is a bubble. The emergence of a large number of idle vehicles shows that the initial investment is too large to be digested by the market. ” Said Tang Xin, an Internet analyst.
What are the opportunities: reducing costs or helping sharing cars break through
According to Yang Qing, “there are still opportunities in the industry, but now there is no successful experience. Many practitioners may come from car companies, online car Hailing companies, or cross industries, and everyone is exploring. The team is not familiar with the operation of the travel market, and the operation efficiency is greatly reduced. ”
Yu Yang also believes that the industry trend in the future is still regionalization and oligarchy. At present, the main assets of players are too heavy and the operation level is limited. It is mainly a team problem. There are too few experienced teams and only a few cities can make profits. It is difficult to refine the operation. The future operation outlet needs to improve the operation efficiency and consider the urban foundation of the operating city, including population, urban radius, parking price, etc.
At one time, there were more than one thousand registered enterprises of sharing automobile, and most of the players with strength were enterprises with the background of automobile enterprises. Shouqi group’s gofun travel, SAIC Group’s evcard and Lifan holding’s Wanda car used to be the top three in the industry. In addition, BAIC group’s motorcycle travel and BAIC new energy’s light travel are all industry players.
In Yang Qing’s view, the travel demand of a week is unevenly distributed, and users on weekdays have a high demand for timeliness, and the demand for online car Hailing is relatively large; users on weekends are more flexible to time, more price sensitive, and higher demand for time-sharing rental. “If the two are combined, the value of a car can be maximized, so at present, online car hailing and time-sharing leasing are not enough.”
The sharing car is different from the private car. The sharing car is a high-frequency transaction and a one-time consumption. The user’s demand is for travel, which is convenient, fast and low cost.
According to Yang Qing, the real demand of the sharing automobile industry is that the platform should make money and the driver should make money, but the passengers are sensitive to the price. So if you want to keep the price up, you have to find a way in the vehicle itself and energy consumption.
“Any Internet model needs scale effect. Each vehicle needs to share the cost of operation and R & D. the more vehicles, the less these costs. Without laws and regulations, the cost will remain high. In addition, with the improvement of public transport, the increasing coverage of network car hailing, and the improvement of road and urban management, there are many problems faced by shared cars. ” Internet watcher Jiading Daoshi thinks.
“But it’s not easy to make adjustments, because the source of vehicle supply is relatively fixed for the shared vehicle platform of automobile enterprises, and there are other considerations. If we solve it in a commercial way, we will not consider so many other things, and we will choose the relatively cheap car in the market. ” Yang Qing.
“The anti risk ability of the sharing automobile enterprises with the background of automobile enterprises is relatively stronger. At the same time, it is difficult to transform or adjust.” Yang Qing said.
Internet analyst Tang Hsin observed that the whole automobile industry as a whole has been developing too fast in the past few years, and a large number of capital flows have given birth to the market bubble. Enterprises with insufficient competitiveness will be eliminated by the market. “In the future, the sharing automobile industry will return to rationality and will not spread in a large area, but will focus on some areas with insufficient traffic facilities, as a supplement to the travel field, such as relatively remote scenic spots.”
Many enterprises are also adjusting. In March 2019, Didi shared car, which has been launched in Hangzhou, Ningbo, Xi’an, Zibo and Quanzhou, announced that on the basis of the original time-sharing rental business, it would expand the short-term rental service, then upgrade and rename it Xiaoju rental car.
But Yang also said that the integration iteration of the automobile industry will match the real needs of consumers, and the vehicles, operators and travel audiences will finally reach a balanced result.
In 2020, the industry will enter the stage of oligopoly or giant development
In order to take off, there are still some urgent problems that need to be solved. The most critical one is the parking problem and user experience.
“Gofun has been used for several years. There are a lot of cars in each area, but there will be no cars occasionally in the peak period. In many cases, the interior of the car is dirty and the cleaning is not clean enough. It needs to pay a deposit, but it is also to prevent illegal fines. Generally speaking, it is acceptable. The setting of car return fees in different places is unreasonable.” User Lu Guang (pseudonym) introduction.
Lu Guang said that from the perspective of pricing method, the journey + time is reasonable, but it’s a bit uneconomical to charge insurance fees for each policy. Compared with taxi or traditional car rental, gofun’s fees are still within a reasonable range. “I still rely on public transport most of the time. If it’s a pure shared car platform, it’s hard to make profits, but if it’s a platform owned by a car company, it’s still possible.”
As the head player of sharing cars, Tan Yi told the Beijing news that in 2020, gofun travel will cooperate with the industry chain of car source end, sales end, maintenance end and car back end, so that all enterprises can play their strengths, refine operation and reduce costs. Gofun is a platform for aggregation and platform operation. It only provides a set of shared travel services for C-end users of online vehicles, and it can also manage and trade assets and use rights.

Evcard said that in 2019, it made strategic adjustment to the time-sharing leasing business, redefined and optimized the operation standard around the three dimensions of “people vehicle network”, and tried to comprehensively improve the user’s car use experience while focusing on “profit + focus” and exploring visual profit points.
According to Yiguan, the total cost of ownership of electric vehicles will be lower than that of fuel vehicles in 2025, and the cost of time sharing rental vehicles will continue to reduce. In addition, 5g, driverless and other new technologies promote the automobile to become a new type of intelligent consumption space, which provides more possibilities for the innovation and profit model of time-sharing rental platform. The improvement of operation efficiency determines the arrival of large-scale profit period of head platform.
Tan Yi entered the sharing automobile industry in 2016, “now the changes of the whole market environment and the industry are faster than I expected, I think it will be a gradual improvement. 2020 will be a huge turning point. ”
It is worth noting that at the end of 2019, the pilot implementation plan for sharing travel in Hainan Province (2019-2025) jointly issued by Hainan Provincial Department of transportation, together with the provincial development and Reform Commission, Provincial Department of resources and planning and other 11 departments mentioned that by 2022, the number of sharing cars in Hainan Province will reach 6000, and the proportion of net car sharing and sharing car clean energy will reach 60% and 100% respectively. By 2025, the number of shared cars in Hainan Province will reach 10000, and the proportion of net cars and shared cars in clean energy will reach 90% and 100%, respectively.
“In 2020, the sharing car industry will enter the stage of oligopoly or giant development. Vehicles and parking spaces will be shared at the same time, and the proportion of sharing cars in travel will increase.” Tan Yi said.
Qin Che, Chen Weicheng, reporter of Beijing News
(Lu Yifu, a reporter from Beijing News, also contributed to this paper)