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“雷人共享”的背后是资本轻狂

2017-08-30 06:40:26   中国经济网

共享经济”先交押金再使用的方式,让一些人看到了“押金池”这个灰色盈利点

不考虑市场的实际需求,不考虑可操作性与合规性,“雷人共享”只会来得容易去得快,最终留下“一地鸡毛”

在共享单车、共享充电宝和共享雨伞出现之后,共享马扎、共享空调、共享衣橱甚至共享零钱又加入了“共享大军”,让不少消费者感到费解。

投资机构金沙江创投董事总经理朱啸虎说,创业项目叫“共享”还是“分时租赁”并不重要,重要的还是用户喜欢用,单位模型算出来能赚钱。但一哄而上的“共享产品”还是引来了诸多吐槽。北京白领张萌萌坦言:“共享睡眠不就是个胶囊旅馆吗,试问哪个酒店不是共享睡眠?”而针对自称“共享图书平台”的“借书人”,网友“擦亮双眼”在社交网络上写道:“仿佛字典里应该删除图书馆和租书店这两个词了。”

网友的吐槽折射出雷人“共享产品”存在的一系列问题。比如,“共享运动仓”注册系统有漏洞,儿童在没有监护人在场的情况下使用跑步机,出了安全问题谁来负责?“共享衣橱”的本质就是衣服租赁,卫生状况谁来保障?家电业分析人士刘步尘则如此评价“共享空调”:“空调用了拆掉再安装,产品品质一定会受到影响,用户使用不满意怎么办?分时租赁也要看产品本身是否有共享性质,不能硬往‘风口’上靠。”

与此同时,铺天盖地的“共享产品”也在和有关部门的监管政策发生冲突。主打“共享睡眠”的享睡空间,开业不久就遭遇警方调查,原因在于用户进入享睡空间时无须登记身份信息,易成为违法犯罪人员的藏身之处。此外,享睡空间为封闭式,内部空间狭小,在发生火灾后难以逃生,存在消防隐患。共享马扎扎堆出现在人流密集地区,则挤占了大量公共空间。

既然如此,这些雷人项目背后的创业团队,究竟想从“共享产品”中得到什么呢?一方面,“共享经济”先交押金再使用的方式,让一些人看到了“押金池”这个灰色盈利点,拿运营共享遛娃小车的“笛檬小车”来说,每辆小车押金99元,但在电商平台上,同样的小车售价仅为88元,而一辆小车可以对应多份押金,还能赚取租金。共享空调同样要缴纳3000元押金,但在淘宝搜索“1.5匹空调”,销量排名前三的空调均价仅为2715元,也就是说,只要有用户投入押金循环使用,相当于不但卖出了空调,还能收取租金。

但更多项目则更像是博眼球的炒作,其可操作性令人生疑,拿共享马扎来说,虽然要求扫码付费才能使用,但并无诸如密码锁之类的限制,因此被网友评价说:“难道不扫码坐上去就会弹出什么机关吗?”共享篮球同样遭遇了尴尬,资深街头篮球爱好者王永刚对此表示:“你要打篮球,总要换个衣服换个鞋吧,到底什么情况下,我能做好了这些准备,但就是不带篮球去球场呢?”

“共享产品”乱象的背后,是风险投资的狂热。熊猫资本合伙人梁维弘表示:“早期的投资者应该睁大眼睛关注下一个重大事件。但如今,越来越多的人闭着眼睛进入共享经济,很多投资基于从众心理而非商业理性。”

而到底什么样的共享经济项目能够存活下来?单有噱头显然不够。投资机构德同资本合伙人陆宏宇表示,共享经济产品一定要建立在刚需之上,也就是说,它能解决的问题,替代方案不容易找到。

纽约大学斯特恩商学院教授阿鲁·萨丹拉彻表示,共享经济产品是否成立取决于两个维度:产品有多少价值(成本)和所有者对该产品的集中使用程度(使用频率)。产品需要有比较大的价值,否则租赁市场的协调成本非常高。

擦亮眼睛看“共享”,恐怕已经是风投机构和消费者不得不做出的选择,不考虑市场的实际需求,不考虑可操作性与合规性,雷人共享只会来得容易去得快,最终留下“一地鸡毛”。(经济日报记者 陈 静)

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