If in the first half of 2016, the protagonist in the capital market was the live broadcast platform, then by the time we arrived in the second half of 2016, the protagonist had undoubtedly become shared bicycles.
As the saying goes, as things turn, there is always more money in the capital market than projects, and when the live broadcast platform becomes saturated, the investment threshold gradually becomes apparent.
The hot money in the market will naturally flock to new favorites, and obviously, shared bicycles are the new favorites emerging in the capital market.
With a large amount of hot money pouring into the bike-sharing market, the bike-sharing field has gone from a deserted situation of two or three big cats and kittens to hundreds of bike-sharing companies that have sprung up like mushrooms after a rain.
In other words, China has a vast land and rich resources, and there is enough space for these shared bicycle companies to start their own business and make progress. If it were a small country, one or two companies would be exhausted.
At the same time, various colorful bicycles began to appear on the streets. Obviously, if this industry continues to develop like this, there will probably be very few colors left for latecomers to choose from.
And with the influx of a large amount of hot money, making the shared bicycle pie bigger and stronger, as the first to enter the market, is naturally a good thing that outweighs the disadvantages!
After all, for a million-level niche market, even if you occupy more than half of the market, it is only half a million, but if the market skyrockets to tens of millions...
Even if your market share "plummets" by half, your user growth has already exceeded one million. It seems to have fallen, but in fact it has increased.
This is also the advantage of being the first to enter the market. Sometimes when faced with a blue ocean, people with stronger professional capabilities may not be able to eat the biggest cake.
On the contrary, the first batch of people to enter the market often have the opportunity to eat a lot and make a lot of money.
Whether it is a Mobike bicycle or a small yellow bike, they are obviously among the first batch of people entering the market to compete in the field.
In particular, Xiaohuangche, which was established in 2014 as a student entrepreneurship on the Peking University campus, gradually got on the right track through step-by-step exploration.
It was not until 2015 that, starting from the Peking University campus, the market gradually expanded to major universities in the capital, and its business model based on universities was successfully implemented.
And with this achievement, I received financing incentives one after another, and then started running wildly on the little yellow car. Only those who ran fast enough could get rounds of financing.
The fuel tank was full of gas, and the accelerator was naturally full of power. It only took a very short time to double the order from five million to ten million!
And after receiving the strategic investment from Didi Chuxing, a well-deserved leading player in the sharing economy, the little yellow car is undoubtedly more energetic and unstoppable.
After all, as a latecomer to the sharing economy, it can be recognized by Didi Chuxing. Isn’t it rounding off that it is the “appointed” shared bicycle1?
Taking advantage of the summer vacation, a window period for colleges and universities, the factory behind the little yellow cars has been fully wound up and started producing orders for the little yellow cars at full power. It is preparing to take advantage of the summer vacation, a window period, to win the college market in one fell swoop.
By then, with such an extremely stable rear area as the base, we can advance, attack, retreat or defend, and then start our urban travel plan to further transform our advantages into victory!
As for Mobike, which has entered the Beijing market, Dai Wei is not afraid at all. When the little yellow bikes emerge from colleges and universities, they will naturally be able to sweep across the world.
After all, Mobike’s high cost of manufacturing bikes will always be Mobike’s biggest “flaw”!
Even with the birth of a lightweight version, the same price can still allow Xiaohuangche to produce 3 or 4 shared bicycles. In terms of occupying the market, the advantage of quantity is obviously far greater than quality.
Especially for products such as shared bicycles, if there is not enough quantity, how can the concept of "sharing" be realized?
If users cannot take and use them anytime and enjoy the convenience of shared bicycles at all times, what is the difference between this concept and the concept of shelving it on the shelf?
However, although Xiaohuangche started its expansion strategy, Dai Wei, as the helmsman, has always been in the main battlefield of Beijing, playing the role of the brains of the team.
Naturally, it was impossible for Dai Wei to turn a blind eye to a series of marketing moves by Mobike under his nose. The "VR Treasure Hunt" activity caused a stir in the capital.
After all, while riding a bicycle, you also have the opportunity to get cash rewards or other rewards. No matter what they are, they are all obtained for free, so why not?
It completely adds a sense of unknown expectation and joy to the boring commute. If you are lucky enough to get a rare reward, you can also post it to your circle of friends to show off and play the role of social currency...
From this point of view, it can be said that it kills two birds with one stone. How can a laborer refuse such a temptation?
Therefore, Dai Wei can see with the naked eye that the number of Mobike bicycles downstairs in the company is increasing day by day. Even many employees in the company have many signs of starting to use Mobike bicycles!
These sugar-coated bullets have already arrived at his doorstep, forcing Dai Wei to face up to his opponent.
However, Dai Wei's way of looking at the little yellow car that is "flying dragon riding on the face" is obviously different from ordinary people.
What Dai Wei values is not Mobike itself, but one thing that he has not figured out even if he thinks about it, it is undoubtedly Zhou Dongsheng, an investor who is also one of the early investors of Xiaohuang Car.
Why haven't you thought about allocating some resources to the little yellow bike? All the benefits have been taken away from Mobike. It's really just because your father doesn't love it and your mother doesn't love it.
Thinking of this, Dai Wei became more and more confused. Suddenly his thoughts changed and he thought of Hu Weiwei, the founder of Mobike...
All the doubts seemed to be solved. Although it was a bit outrageous to think so, maybe the taste of young man Zhou Dongsheng was so outrageous?
Whether it’s the entry of Pig Factory Capital or the “VR Treasure Hunt” marketing campaign set up by the four joint ventures, it’s obviously Zhou Dongsheng’s handiwork.
After all, according to the public information disclosed by Dongsheng Investment, the biggest thing these four companies have in common is undoubtedly that they all received investment from Zhou Dongsheng.
Zhou Dongsheng has obviously put a lot of effort into setting up a stage for Mobike. If he is not really optimistic about Mobike, he can only consider other reasons...
Obviously, in Dai Wei's view, if you have to choose between Mobike and a yellow bicycle, you will definitely choose the yellow bicycle a hundred times. There is absolutely no reason to choose the former.
Therefore, it is naturally more appropriate to use other reasons to excuse it.
Faced with the overwhelming marketing of Mobike, Dai Wei is naturally unfazed. Isn't it just throwing money? Who hasn't done it yet?
Compared with Mobike, Xiaohuang Bicycle has undoubtedly received much more financing. It is also backed by Didi Chuxing’s strategic investment and can link up with Didi Chuxing in the field of shared travel!
This linkage value will not be any weaker than that of Mobike, right?
However, it is obvious that the value of marketing has not been effectively reflected for the small yellow cars that are still focusing on the college market.
In order to thoroughly implement his strategy, Dai Wei chose to wait. Anyway, he had plenty of money, and he had already found a spokesperson for the little yellow car!
Didn’t Mobike have a leading Internet celebrity as its spokesperson? Naturally, the little yellow bicycle must be higher-end than the other one.
If you use top internet celebrities, then I will use top stars!
At the moment, the entertainment industry is experiencing a boom in traffic. A number of top celebrities are being supported by capital. It is also the time when their commercial value is maximized.
By then, with the help of top celebrities, and allowing small yellow cars to enter the urban travel market, will such a combination of punches be as effective as the marketing campaign of Mobike?
Just wait, Mobike can only eat dust behind the little yellow bike!
Just when Dai Wei was thinking about his ambitions, there was a sudden knock on the office door. Dai Wei was a little unhappy that his dream was interrupted, "Come in!"
The assistant walked in with joy on his face, "Good news, Mr. Dai! People from Xiaomi's investment department came to visit and are waiting outside. Look..."
"What am I looking at? Why don't you invite this person in quickly? This is an honored guest!" Dai Wei couldn't help but feel shocked and jumped up from his chair.
Isn’t this just giving away pillows when you feel sleepy? There was Didi Chuxing in the past and Xiaomi in the back. Such a group of big guys are supporting the little yellow cars. Isn’t this enough to fully demonstrate the potential of the little yellow cars?
Just now I was thinking about how to spend money, and now someone is sending money to my door. In this way, the little yellow car will undoubtedly be able to further speed up, and maybe the city travel plan can really be further put on the agenda!
Dai Wei was filled with joy, swept the couch to welcome him, and immediately went out to greet him.
………
At the headquarters of Mobike Technology Company in Beijing, which is far away from the yellow car, a meeting is being held within the company to calculate the results of this "VR Treasure Hunt" marketing campaign.
"In the week since the event was launched, the number of new cyclists in Beijing and Shanghai has exceeded 1 million, with an average daily increase of more than 100,000. The marketing effect is remarkable. At the same time, according to the synchronized data of three other friends..."
"Dong dong..." Before the speaker could finish speaking, an untimely knock on the door suddenly sounded.
Hu Weiwei couldn't help but frown slightly. Under normal circumstances, no one would disturb this kind of meeting.
Unless there is an emergency situation that needs to be reported immediately, thinking of this, Hu Weiwei immediately said: "Come in!"
"Mr. Hu, the people from Tenda's strategic investment department are waiting outside and want to have an in-depth discussion with you about cooperation!" the assistant said with a happy face.
Everyone in the conference room looked at each other with different expressions, some were surprised, some were ecstatic, and some even shouted outright.
"Fuck! Tengda!"
This big shot’s status in this three-thirds of land in China, especially in the Internet field, is definitely a well-deserved dean. No one can surpass him, only Alibaba can compare with him.
For start-up companies, obtaining authoritative certification from Tengda may be one of the few shortcuts to success.
As long as it can get the label of Tenda Series, both its market value and its priority in the capital market will undoubtedly be improved by several levels.
After all, this is Tengda, Tengda who knows how to make money better than anyone else!
The idea that if you follow Tengda, you won't have to worry about having nothing to eat, it has already formed a consensus in certain circles.
The value of the words "Tengda Series" comes not only from Tenda's wealth, but also from the fact that Tenda controls the traffic entrance of the Internet!
From Penguin to WeChat, Tenda has always controlled the largest traffic portal on the Internet - social networking! For every user who surfs the Internet, the first thing they need is often a social account.
This is like an ID card in the Internet world. Without an ID card, it will undoubtedly be difficult to move forward. And Tengda, who controls the "Internet ID card", can imagine how huge the traffic port is controlled.
Both Penguin and WeChat control hundreds of millions of users. Once promoted by Tenda, it will be equivalent to hundreds of millions of exposures!
Whether it is the Penguin pop-up window or the WeChat nine-square grid entrance, there is no doubt that it is a traffic entrance that people flock to. It may be a bit exaggerated to say that one can conquer the world.
But there is no doubt that this is a tempting shortcut that can save you a lot of detours.
Of course, you still need to be strong in blacksmithing. If you don't have the corresponding abilities, you won't be able to afford it, no matter how much traffic is given to you.
However, Tengda's visit suddenly opened up Hu Weiwei's thinking. After taking over the two cities in the "North", Hu Weiwei had already set his sights on the south.
The two pearls of the South China Sea in Guangzhou and Shenzhen are undoubtedly dazzling. No matter which city they settle in, they are the best choice for Mobike.
The emergence of Tengda undoubtedly tilted the balance of this choice towards Pengcheng.
After all, in the three-thirds of an acre of land in Pengcheng, Tengda may only be among the best in terms of company size, but in terms of Internet companies, there is no doubt that Tengda is definitely second to none.
Although Tengda is powerful enough, it is still slightly inferior to China Ping An in Pengcheng. Sure enough, no matter how much money is made through games, it is not as good as selling insurance to make money!
But if it can get help from Tenda, it will undoubtedly be of great help to Mobike in winning the Pengcheng market. By then, Beijing, Shanghai, Guangzhou and Shenzhen will win the third place, and it will be natural to win the fourth.
Thinking of this, Hu Weiwei couldn't help but cheer up and said to everyone in the conference room: "You continue to calculate the data and make a summary. This report card is very important to us..."
"As for the people at Tengda, I'll go meet them right away." Hu Wei looked confident.
After all, today's Mobike is obviously no longer an unpopular project that no one cares about in the capital market. With the take-off of the shared bicycle industry.
Nowadays, as one of the few leaders in the industry, it is naturally the only choice for top investors like Tenda!
After all, for investors like Tenda, if they are not valued by Tenda for their full potential, they will most likely only make choices among the industry leaders.
This kind of investment idea is undoubtedly efficient and direct, and can be said to be the greatest simplicity.
It's just that it doesn't have the size of Tengda, so it's obviously not an easy task to turn complexity into simplicity.
………
PS: Taking advantage of the effects of the antipyretic medicine, I was still hurriedly coding a chapter, and I finished writing it despite a body temperature of 38 degrees. This is love, so I went to sleep. I hope I will feel better soon.