小藍(lán)單車倒閉預(yù)示中國(guó)共享單車泡沫破裂

China’s third-largest bike-sharing start-up, which recently had expanded its reach into San Francisco, has failed in what analysts are calling the first sign of a bursting of the country’s bike-sharing bubble.

不久前擴(kuò)張進(jìn)入舊金山的中國(guó)第三大共享單車創(chuàng)業(yè)企業(yè)倒閉了。分析師把此事稱為中國(guó)共享單車泡沫破滅的第一個(gè)信號(hào)。

“As a CEO, I’ve made mistakes,” wrote Bluegogo chief executive Li Gang in a public letter on Thursday night. “I was filled with arrogance.”

“作為一位CEO，我做錯(cuò)了，”小藍(lán)單車(Bluegogo)首席執(zhí)行官李剛在周四晚的一封公開(kāi)信中寫(xiě)道，“我心里充滿了自大。”

Analysts have described the bike-sharing boom as just the latest in a string of Chinese tech bubbles. Like other fads, it has seen rapid expansion fuelled by venture capital money, winning market share with lossmaking prices followed by a collapse in funding that kills off firms and leaves a monopoly.

分析師把共享單車熱潮描述為中國(guó)一連串科技泡沫中最新的一個(gè)。像其他時(shí)髦一樣，共享單車在風(fēng)險(xiǎn)資本資金的助推下迅速發(fā)展，以虧本價(jià)格贏取市場(chǎng)份額，然后發(fā)生融資斷裂，導(dǎo)致大量公司倒閉并形成壟斷。

After launching in January, Bluegogo rolled out 600,000 bicycles in just six months, winning 20m riders. Those users will now be looking for the return of their Rmb99 deposit.

自今年1月創(chuàng)立以來(lái)，小藍(lán)單車僅用6個(gè)月便投放了60萬(wàn)輛單車，贏得了2000萬(wàn)騎行用戶?，F(xiàn)在，這些用戶將想法討回他們的99元人民幣的押金。

“I hope the Bluegogo team can leave with their heads held high,” Mr Li said, promising to repay wages owed to employees.

“我相信每一個(gè)人都可以挺起胸膛離開(kāi)，”李剛說(shuō)。他承諾將償還拖欠員工的工資。

The sector now has two dominant players, Mobike and ofo, which raised almost $2bn in total in 2017 alone. In comparison, Bluegogo raised Rmb400m ($58m) this year.

目前，共享單車行業(yè)有兩個(gè)占主導(dǎo)地位的玩家——摩拜(Mobike)和ofo，這兩家公司僅在2017年的融資額之和便接近20億美元。相比之下，小藍(lán)單車今年融資額為4億元人民幣(合5800萬(wàn)美元)。

“The winner-takes-all outcome is what happens to almost all internet companies in China,” said Chen Lin, assistant professor at China-Europe International Business School in Shanghai. “The size of China’s market means that the benefits of creating a large network are even more important here, and that gives bigger companies an advantage.”

“贏家通吃是發(fā)生在幾乎中國(guó)所有互聯(lián)網(wǎng)企業(yè)的結(jié)果，”上海中歐國(guó)際工商學(xué)院(CEIBS)助理教授林宸說(shuō)，“中國(guó)市場(chǎng)的規(guī)模意味著，在這里創(chuàng)建一張大型網(wǎng)絡(luò)的好處甚至更重大，這讓規(guī)模更大的公司獲得優(yōu)勢(shì)。”