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The bicycle war so far, with the sound of a "want" and "how" has become the focus. Previously, ofo, Zhu Xiao Hu of Jinsha River investors with ofo Mobell publicly, "the merger of the two is the best choice; and recently Mobell second big shareholders, pleasure capital founding partner Liu Erhai said that he hold an open attitude to the two bicycle company merger," but I don't oppose the merger, the combined company is controlled by the a large opposition company."
The sharing of bicycles is facing a delicate turning point.
In winter, the weather is cold in most parts of China, and the frequency of sharing single car will inevitably decrease. Part of the two or three echelon members appear capital chain problems, or even collapse, coupled with the country for supervision of user deposit enhancement, sharing bicycle with user deposit rob Peter to pay Paul space more compressed, life is not easy.
The head of the v-mobile and ofo, shared bicycle market has become saturated, investment institutions for behind it, which is more than the previous share burn snatch market worries. At the same time, with the continuous shuffling of shared bicycles, the industry pattern is more and more similar to that of the online car in the year. This has become the biggest pain point for investors, who will pay a huge amount of money to pay for it before?
The establishment of an exit channel is the most important thing for investors.
The reason why Zhu Xiaohu has been advocating the merger of v-mobile and ofo, is that when he was in the network about the car market is to do so, after the merger of the estimated market value drops to continuously improve, the investment return rate also increased. The biggest hope of investors is: sharing bicycles as early as possible to end the current "chaos" competition, maximize the scale effect by merging, and occupy an exclusive position in the market, so as to firmly control the discourse power of the whole industry chain.
Although the v-mobile second major shareholders of the corporate control opposed, but the focus is that large enterprises or will damage the interests of small shareholders. After all, once the v-mobile merged with ofo, investors in the new board of directors, according to the input size of reordering. However, if the introduction of satisfactory solutions, hardly Mobell and ofo investors do not promote merger momentum.
Although Liu Erhai said, between the v-mobile and investors do not exist on the special conditions of gambling, v-mobile CEO Wang Xiaofeng also said there is no merger, but in the industrial structure, the position is somewhat lack of confidence. After all, market competition, capital is king. In the event of a conflict with the capital founder, founder of the leading is the introduction of greater capital to compete by Vanke, that is the lesson. At this point, v-mobile and ofo merge or not, the key depends on the will of the capital.
Of course, once the merger of v-mobile and ofo, the investor is good for consumers to see. In the year, the drop and the fast car merged, accepted the Uber Chinese business, and in the game with the three party of the customer and the driver, became the absolute leader. The increase in operating price and the decrease of subsidies can only be accepted by customers and drivers.
This is also the moment of sharing economy is facing a common problem: support out high investment market is not long, consumers and operators to enjoy all the benefits of early line, eventually with interest to investors, otherwise, capital cannot continue to play the game.
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