Game analysis of shared bicycles: taking Mobike and ofo as

In 2015, the total number of trips in the travel market was 400 billion, of which two-wheel travel accounted for 43%, and the annual market size was 172 billion. Bicycles accounted for almost 50% of the trips, indicating that the market acceptance of bicycle travel is very high.

However, according to the data of TalkingData Mobile Data Research Center, in August 2016, the application coverage of the main shared bicycles Buy email list was only 0.12%. Compared with the 11.39% application coverage of the taxi software Didi, the market penetration rate of the shared bicycle model is quite low.

Taking the demand for shared bicycles in Beijing as an example, the situation in the first- and second-tier cities where shared bicycles are currently targeted is similar. The daily passenger flow of the Beijing subway is 9 million to 10 million person-times. Considering the round-trip calculation, about 5 million people take the subway every day. Assuming that 1/2 of the trips are far from the subway station and need to transfer, the people who continue to ride will be potential consumers of shared bicycles, and the potential service social population in Beijing in a single day is about 2.2 to 2.5 million. This is only the subway Passenger flow and other travel scenarios still have huge market space.

According to Trustdata data, the overall daily DAU peak of the shared bicycle industry has reached 6 million. Obviously, the potential market demand has been stimulated under the park-and-park mode. With good operation and market development, the number of potential customers is abundant and the industry prospect is bright. .