摩拜單車(Mobike)已經(jīng)從中國(guó)自行車共享服務(wù)的擁擠群體中脫穎而出,在最新一輪籌資中籌得2.15億美元,以支持在中國(guó)大城市出現(xiàn)的共享單車騎行熱潮。
The world’s most popular bike-sharing company by app downloads was backed by domestic tech giant Tencent and American private equity firm Warburg Pincus, as lead investors in its fourth big round.
世界上人氣最高(按app下載量計(jì)算)的自行車共享公司得到中國(guó)國(guó)內(nèi)科技巨擘騰訊(Tencent)和美國(guó)私募股權(quán)公司華平(Warbug Pincus)支持,這兩家公司在摩拜單車的第四輪大規(guī)?;I資中是牽頭投資者。
Mobike is gearing up for a showdown with its main rival ofo — so-called because the name looks like a bicycle — which raised $130m in third-round funding last October.
摩拜單車正在加緊準(zhǔn)備與其主要競(jìng)爭(zhēng)對(duì)手ofo(得名于這三個(gè)字母放在一起看起來(lái)像一輛自行車)對(duì)決,后者在去年10月的第三輪籌資中籌得1.3億美元。
“It’s going to be a fierce fight in the bike-sharing industry,” said Chen Lin, assistant professor of marketing at China Europe International Business School. “There are more than 10 bike-sharing companies now with international funding.”
“自行車共享行業(yè)將出現(xiàn)一場(chǎng)激烈廝殺,”中歐國(guó)際工商學(xué)院(CEIBS)市場(chǎng)營(yíng)銷學(xué)助理教授林宸表示。“目前有10多家自行車共享公司引進(jìn)了國(guó)際資金。”
Ms Chen added: “It’s more competitive than the car-sharing industry was in the days of Uber versus Didi, and it’s more welcome by the government, so less regulated.”
林宸補(bǔ)充說(shuō):“這比優(yōu)步(Uber)對(duì)陣滴滴(Didi)時(shí)代的拼車行業(yè)競(jìng)爭(zhēng)更激烈,而且更受政府歡迎,因此監(jiān)管較少。”
The bike-sharing battle in fact mirrors the old Uber-Didi Chuxing spat: ofo is backed by Didi, while Mobike’s founder Davis Wang was an Uber executive in Shanghai.
共享單車大戰(zhàn)事實(shí)上是當(dāng)初優(yōu)步-滴滴出行對(duì)決的某種翻版:ofo得到滴滴的支持,而摩拜單車創(chuàng)始人王曉峰(Davis Wong)曾是優(yōu)步在上海的一名高管。
Mobike was launched in April 2016 and, within six months, its distinctive orange-wheeled bikes had become ubiquitous in China’s big cities. Its app has been downloaded 400,000 times on the Android app store alone, compared with ofo’s 170,000, according to ChinaChannel, a tech consultancy.
摩拜單車在2016年4月正式推出,短短6個(gè)月,其鮮明的橙色車輪自行車在中國(guó)多個(gè)大城市隨處可見(jiàn)。據(jù)科技咨詢公司ChinaChannel介紹,其app僅在Android應(yīng)用商店就被下載40萬(wàn)次,相比之下ofo的app被下載17萬(wàn)次。
Its key features are a proprietary locking system and GPS navigation technology. GPS allows users to see which bikes are nearby and hold them for up to 15 minutes until they get there. Scanning a QR code on the bike unlocks it.
其主要特點(diǎn)是專有技術(shù)的鎖定系統(tǒng)和GPS導(dǎo)航技術(shù)。GPS讓用戶能夠查看附近有哪些自行車,并預(yù)約保留一輛自行車至多15分鐘,讓用戶趕到自行車所在地,掃描自行車上的QR碼,即可打開(kāi)車鎖。
The bike’s GPS device is powered by pedalling, saving the need for manual recharging, which ofo hires staff to do.
這些自行車上的GPS設(shè)備由腳踩踏板供電,省去了人工充電的需要,相比之下ofo雇用員工充電。
Users give Mobike a deposit of Rmb300 ($43) and upload an identity document. After being verified, they can rent a Mobike for Rmb1 per hour.
用戶向摩拜單車支付300元人民幣(合43美元)的押金,并上傳身份證件。經(jīng)驗(yàn)證后,他們能夠以每小時(shí)1元人民幣的價(jià)格租用摩拜的自行車。
Unlike other cycle hire schemes, such as the one offered by Transport for London in the English capital, Mobikes can be left anywhere — which has led to some city officials complaining of bike-littering.
與其他自行車租賃計(jì)劃——比如倫敦交通局(Transport for London)提供的計(jì)劃——不同,摩拜的自行車可以放在任何地方,這導(dǎo)致一些市政官員抱怨自行車亂?,F(xiàn)象。
“It’s a hit with the young generation, who want to ‘own nothing, reject nothing and be responsible for nothing’,” said Ms Chen, amending a popular saying.
“它受到年輕一代的歡迎,他們什么都不想擁有,什么都不想排斥,什么都不想負(fù)責(zé),”中歐國(guó)際工商學(xué)院的林宸套用了一個(gè)流行說(shuō)法表示。
The scheme is not without its problems. Some users have taken bikes into their own homes to ensure they have a ride in the morning, an act that Mobike has declared to be theft. Vandals have disabled some bikes by ruining the QR codes.
摩拜單車的計(jì)劃并不是沒(méi)有問(wèn)題。有些用戶把自行車放在自己家里,以確保自己在早上能夠騎上車;摩拜單車把這種行為稱為盜竊。還有一些破壞者毀壞QR碼,使一些自行車不能使用。
The lock is also not completely tamper-proof: China’s largest classifieds site, 58.com, said two weeks ago it was taking down adverts selling Mobikes and other services’ bikes, which can fetch up to Rmb2,000.
車鎖也并不能完全防破壞:中國(guó)最大分類廣告網(wǎng)站58同城(58.com)兩周前表示,將撤下在其網(wǎng)站上出售摩拜單車和其他共享服務(wù)的自行車的廣告,這些自行車可以賣到2000元人民幣。
Mobike’s other investors in its series D round included China’s biggest travel company Ctrip, which recently acquired Skyscanner, as well as existing investor Sequoia China. Mobike was advised by China Renaissance.
參與摩拜單車第四輪籌資的其他投資者包括中國(guó)最大旅行公司、最近收購(gòu)了航班搜索網(wǎng)站Skyscanner的攜程(Ctrip),以及現(xiàn)有投資者紅杉中國(guó)(Sequoia China)。摩拜單車在此輪籌資中的顧問(wèn)是華興資本(China Renaissance)。
The company did not disclose its valuation based on the latest round, but said: “What we can say is that our business continues to expand rapidly and we believe we are the largest player in our market by a considerable margin.”
該公司沒(méi)有披露其基于最新一輪籌資的估值,但表示:“我們可以說(shuō)的是,我們的業(yè)務(wù)繼續(xù)快速擴(kuò)張,我們相信自己是所在市場(chǎng)遙遙領(lǐng)先的最大參與者。”