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“共享单车第一股”永安行登陆上交所 首日股价涨幅近44%

2017-08-17 18:25:37   央广网

央广网北京8月17日消息(记者柴华)据中国之声《新闻晚高峰》报道,被冠以“共享单车第一股”名号的永安行,今天(17日)正式登陆上海证券交易所上市交易,开盘就一字涨停的成绩多多少少显示了人们对于这一概念的热衷。

不过,与摩拜、ofo等这样的无桩单车龙头相比,永安行的主营业务其实是有桩公共自行车,它的主营业务收入也多来自各地政府,甚至在很多业内人士看来,它和现在人们常说的“共享单车”还不是一回事。这样的一只所谓“共享单车第一股”上市,究竟有着怎样的前景?在它的背后,被舆论和资本推到风口浪尖上的“共享经济”又还能新鲜多久呢?

在经历了一波三折之后,人称“共享单车第一股”终于走到了交易系统里。周四开盘,永安行股价报32.22元,一字涨停并迅速触及44%的涨幅限制,进入临停到全天收盘前的状态,股价也在大部分开盘时间里定格在38.66元这样一个绝对不算低的价位上。不过不得不说的是,这个“共享单车第一股”可能是个误会。

永安行董事长孙继胜甚至说过“我们不是共享单车第一股。”这种话,为什么这么说?财务数据说明一切。相对于大举烧钱、布设无桩自行车的摩拜和ofo,截至2016年底,永安行的共享单车数量只有5万辆,占整体营收的万分之五,几乎可以忽略。而真正在永安行营收中占大头儿的是公共自行车,即有桩自行车系统,它的利润也多来自政府购买。即使这样,为什么永安行依然如此受到市场的追捧?开源证券高级策略分析师杨海认为,除了新股自带涨停的光环外,资源稀缺才是永安行受捧的关键,“因为整个具有共享意义概念的公司在A股很少,属于资源稀缺型。如果你是在热点上或者预期上,就会导致价格可能超出你的想象和预期。”

当然,烧钱风口上的摩拜和ofo做不到,永安行却上市了,自然有它的过人之处。“我赚钱能力强”是永安行对投资者伸出的第一枝橄榄枝。永安行董事长孙继胜认为,我规范我健康,所以我有未来,“第一个是大家推进站点还车、借车,让无序的共享单车向有序的方式来迁移;第二个是永安行对车辆提出一些要求,比如车辆三年内要进行强制的报废处理;第三个是保证金的监管。”

截至收盘,永安行首日收于38.66元/股,全天涨幅43.99%。未来的很长一段时间里,顶着“共享经济”光环的永安行到底能走成什么样,人们并不知道。不过,抛开无桩与有桩谁更好等的争论,正像孙继胜说的,解决了城市人口出行“最后一公里”的痛点,才是共享单车得到社会普遍认可的根本。

而随着共享单车的火爆,“共享经济”毫无疑问成为了2017年的风口。人们看到的不仅仅是“共享单车第一股”上市,不时跳入视野的还有共享雨伞、共享篮球甚至共享马扎这样的奇葩创新。这些或者奇思妙想、或者异想天开都有实实在在的“痛点”来支撑吗?杨海认为,在解决人们出行痛点之外,“共享经济”背后共享圈可能带来的商业价值才是资本趋之若鹜的真目标。

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