20 million batteries/ICs, 300000 tons of scrap metal, over 30 cemeteries, and the wave of shared bic
2025-04-30101
At the peak of the shared bicycle industry, there were over 70 brands nationwide. With the acceleration of industry integration, more than 60 brands were delisted one after another, forming a tripartite situation dominated by Mobike/Harrow/Ofo.
According to data from the China Bicycle Association, in 2016, a total of 2 million shared bicycles were deployed in 30 cities across the country; According to the "China Shared Bike Industry Development Report (2018)" jointly released by the China Academy of Information and Communications Technology and Mobike Policy Research Institute, 23 million new cars were launched in 200 cities across the country in 2017. From the above data, it can be seen that there have been 25 million shared bicycles entering the market in the past two years.
Since last year, the shared bicycle markets in various cities have reached saturation, and many cities have strictly controlled the deployment of shared bicycles. However, the drawbacks of low vehicle activity and high rates of human damage and wear have become apparent in various regions. Due to the high operation and maintenance costs of shared bicycles, the inadequate maintenance and recycling work of enterprises has led to the emergence of shared bicycle cemeteries in various regions.
At present, there are more than 30 known bike sharing cemeteries across the country, scattered in over 20 cities. Most bike sharing cemeteries have over 10000 parked bicycles, with the largest bike cemetery in Tong'an, Xiamen having over 100000 bicycles. Among them, the main causes are human damage, unclaimed vehicles, and seized vehicles. According to the mandatory scrapping standards for shared bicycles issued by Beijing and Shanghai, the scrapping time limit for a shared bicycle is 3 years. The wave of scrapping will arrive in 2020, generating over 300000 tons of scrap metal. The government has not yet established a sound producer extended responsibility system, resulting in high recycling costs. Most enterprises do not attach importance to bicycle recycling, and these waste metals are facing difficulties in recycling.
The number of shared bicycles under the Mobike and ofo brands currently available in the market is in the tens of millions. Mobike bicycles use electronic locks, while ofo's previous generation products used mechanical locks and later products switched to electronic locks. Other brands' bicycles also mainly use electronic locks. Currently, most problematic bicycles have electronic lock failures, indicating that electronic locks are relatively easy to wear out accessories.
As the market becomes increasingly saturated, the total number of shared bicycles will only decrease rather than increase. The plans introduced in various regions also involve the issue of shared bicycle recycling. The government stipulates that companies must first recycle scrapped vehicles before releasing new ones, and the number of new releases is also limited, in order to gradually control the total number of shared bicycles. For the upstream supply chain, the previous explosive development will no longer exist. However, as scrapped bicycles continue to be recycled, corresponding new products will be introduced into the market, and the development of the entire shared bicycle industry will tend to stabilize in the future.
What is worth affirming is that bike sharing combines traditional old bicycle technology with emerging mobile Internet, NB IoT IoT locks, electronic fences, satellite positioning, composite materials and other technologies, improving technological innovation and creating a large number of employment opportunities. If bike sharing companies control the quantity and solve the recycling problem, the entire industry will gradually enter a virtuous cycle.
According to data from the China Bicycle Association, in 2016, a total of 2 million shared bicycles were deployed in 30 cities across the country; According to the "China Shared Bike Industry Development Report (2018)" jointly released by the China Academy of Information and Communications Technology and Mobike Policy Research Institute, 23 million new cars were launched in 200 cities across the country in 2017. From the above data, it can be seen that there have been 25 million shared bicycles entering the market in the past two years.
Since last year, the shared bicycle markets in various cities have reached saturation, and many cities have strictly controlled the deployment of shared bicycles. However, the drawbacks of low vehicle activity and high rates of human damage and wear have become apparent in various regions. Due to the high operation and maintenance costs of shared bicycles, the inadequate maintenance and recycling work of enterprises has led to the emergence of shared bicycle cemeteries in various regions.
At present, there are more than 30 known bike sharing cemeteries across the country, scattered in over 20 cities. Most bike sharing cemeteries have over 10000 parked bicycles, with the largest bike cemetery in Tong'an, Xiamen having over 100000 bicycles. Among them, the main causes are human damage, unclaimed vehicles, and seized vehicles. According to the mandatory scrapping standards for shared bicycles issued by Beijing and Shanghai, the scrapping time limit for a shared bicycle is 3 years. The wave of scrapping will arrive in 2020, generating over 300000 tons of scrap metal. The government has not yet established a sound producer extended responsibility system, resulting in high recycling costs. Most enterprises do not attach importance to bicycle recycling, and these waste metals are facing difficulties in recycling.
The number of shared bicycles under the Mobike and ofo brands currently available in the market is in the tens of millions. Mobike bicycles use electronic locks, while ofo's previous generation products used mechanical locks and later products switched to electronic locks. Other brands' bicycles also mainly use electronic locks. Currently, most problematic bicycles have electronic lock failures, indicating that electronic locks are relatively easy to wear out accessories.
As the market becomes increasingly saturated, the total number of shared bicycles will only decrease rather than increase. The plans introduced in various regions also involve the issue of shared bicycle recycling. The government stipulates that companies must first recycle scrapped vehicles before releasing new ones, and the number of new releases is also limited, in order to gradually control the total number of shared bicycles. For the upstream supply chain, the previous explosive development will no longer exist. However, as scrapped bicycles continue to be recycled, corresponding new products will be introduced into the market, and the development of the entire shared bicycle industry will tend to stabilize in the future.
What is worth affirming is that bike sharing combines traditional old bicycle technology with emerging mobile Internet, NB IoT IoT locks, electronic fences, satellite positioning, composite materials and other technologies, improving technological innovation and creating a large number of employment opportunities. If bike sharing companies control the quantity and solve the recycling problem, the entire industry will gradually enter a virtuous cycle.
粤ICP备00000000