Chapter 1268: The Problem Is Not the Scarcity but the Inequality

The source of these negative comments is a Weibo user with a big V.

Shi Lei read the commentary of that big V in its entirety. It was four or five thousand words long. It was not purely to discredit Qixuan. The content was actually quite fair, mainly targeting the judgment on the setting of user credit points in the summer plan.

The article said that Qixuan was pushing out a large number of users.

The author believes that the current shared bicycle market seems to be booming, but in fact it is a new thing after all. Moreover, in the past year or so, in addition to the initial Qixuan and Chongbai, at least more than a dozen similar companies have appeared in the market, and all of them have received good venture capital.

This has led to a certain surplus of shared bicycles in some major urban markets.

Among these dozen companies, two have even encountered the situation where the deposit could not be returned. There are even four other companies that have encountered similar situations at different stages. Fortunately, they have obtained new financing to avoid the further deterioration of such situations.

Here, the author emphasized that the future shared bicycle market will definitely be crowded towards Qixuan and Chongbai, the two largest market occupants. He even got some unconfirmed news that Ali and Penguin have accelerated their layout in this market.

Among them, the data on Qiyue's A round of financing and Flash D round of financing are listed. He said that this is a precursor to Penguin's gradual penetration into Qixuan.

I have to admit that his sense of smell in this regard is quite sharp. Without knowing the inside story, he can analyze this point only from the financing situation of two companies related to Qixuan. It is really not easy.

Then he said that Ali seems to intend to withdraw from the competition with Penguin for Qixuan, and turn to the second-level demand. They have frequent contacts with Chongbai and several other shared bicycle companies with good operating conditions. And if Ali successfully acquires Chongbai, they will definitely swallow up the other companies one after another. This is not a problem for Ali, which is huge.

Although Qixuan currently occupies about 70% of the entire shared bicycle market, if Ali can fully integrate the resources of several shared bicycles, it will be equivalent to owning more than 20% of the market out of thin air.

Even more, because of the joining of Ali, the giant, the confidence of bicycle users will increase greatly, and this market share is likely to quickly exceed 30%, or even 35% or higher.

In this case, Qixuan has introduced such a summer plan.

Originally, this plan was a strong counterattack by Qixuan against Ali's attempt to integrate the remaining market, but Qixuan made a stupid move.

Waiving the deposit can of course attract more users to Qixuan, and even directly divide the market share of other companies, including Worship.

However, for these users who are exempted from paying the deposit, as long as they have any form of bad credit record, they will be banned from Qixuan bicycles for life. This will directly lead to great dissatisfaction among users, affecting not only a very small number of banned users, but also original users will feel dissatisfied, and thus turn to other brands when Ali enters the market strongly.

What's more, the strategy of exempting deposits for the first three times is a double-edged sword in itself.

While effectively increasing the number of users, it will also make more old users dissatisfied.

Why can they be exempted from paying deposits when using Qixuan bicycles for the first three times? But old users, those who have supported the Qixuan brand for such a long time, cannot enjoy this policy? Although two hundred yuan is not much, it is a question of fairness.

The big V said that humans have always had a thought that they are not worried about the lack of wealth but the uneven distribution of wealth. Unfair policies are likely to cause Qixuan to be at a great disadvantage in the competition for market share.

This will directly lead to Ali's more powerful attack, taking the opportunity to attract users and grabbing the market.

After this article came out, it was immediately forwarded and discussed by many people who care about the emerging industry of shared bicycles, and then many public media and self-media issued corresponding commentary articles.

The content is mediocre, basically plowing the field again, and taking out the views in the original article in depth and carefully, and then discussing them.

After constant analysis, it did indeed trigger heated discussions among users of shared bikes.

On Weibo, including the WeChat Moments that he joined later, Shi Lei hardly saw many people speaking for Qixuan. They only became more alarmist, and even said that Qixuan was digging his own grave.

Shi Qiang, who had just hung up the phone, called again. Shi Lei didn't wait for him to speak, and said, "I know what happened on the Internet, and I have seen those comments."

Shi Qiang hurriedly said, "Mr. Shi, the situation is not right. In the past, no matter what, there would be some positive comments, but this time, it seems that they are all bad. Many shareholders called to ask if they can step on the brakes?"

"You didn't find a public relations company?" Shi Lei smiled, and didn't seem to be worried.

"I haven't had time yet. I just wanted to communicate with you first. Several public relations companies have contacted us and said they can help us eliminate the impact as much as possible. Two of them have even quoted prices."

"Very good, let the public relations companies eat shit. We don't need them."

Shi Qiang was stunned and asked again: "Master Shi, do you have a solution?"

Shi Lei nodded and said: "Actually, we can't talk about any countermeasures. We are just giving an official interpretation of the policy for this summer plan."

"How to interpret it?"

"Tell all users that this event will officially start at midnight on July 1st. After it is launched, as long as there is no deposit in the account, the user will be considered a new user of this event and can enjoy the first three rides without paying a deposit. Welfare."

Shi Qiang couldn't sit still anymore. He stood up from his chair impatiently and said, "Master Shi, this is not possible! There are still several days until July 1st. If we issue an interpretation like this, there will definitely be many people by then. People are running out of money, and we don’t have that much cash at all.”

Shi Lei smiled confidently and said, "So in the next few days, these users are going to stop riding our bicycles?"

Shi Qiang didn't understand and said, "That's definitely not the case. They still have to ride, but this..."

"Since we still have to ride these days, there won't be a large-scale crowding in these days. There will be incomings and outgoings. Even if some users refund their money in advance, the company should be able to handle it, right?"

Shi Qiang thought about it seriously and said: "Those who have made refunds in the past few days should be users who have used it less than three times a week. The number of these users is about 30%. The company should be able to cope with it at the moment."

Shi Lei smiled and nodded, and then said: "Then, what we have to face is the rush within four hours from 8pm to 12pm on June 30th..."

This time is based on Qixuan's evaluation of user data, because taking into account the reason for getting off work, a large number of users will definitely have to wait until they finish using the bicycles after getting off work before refunding their deposits.

"But even if it's only four hours, we can't handle it!"

Shi Lei said speechlessly: "Why do you think the worst about things? Tell me, if it were you, you would have the habit of using a bicycle every day, or it would be necessary. So, the deposit is only waived three times, and the fourth time, That is, the deposit will have to be paid again on July 4th at the most, and there is only three days left. Why do they want the two hundred yuan? Isn't that causing trouble for themselves? "

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