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共享宝马运营商为何吹牛?真正共享汽车时代还要看车企

2017-08-18 14:14:54   中国经济网

■金 木

眼瞅着共享单车大面积铺开、大手笔融资,共享汽车也不甘寂寞了。从去年下半年至今,具有轰动效应的奔驰SMART、奥迪A3、宝马1系三家豪华品牌汽车投入共享领域,豪车共享本身就够吸引人,而共享价格也是足够便宜。

更为重要的是,8月8日,交通部、住建部联合发布《关于促进小微型客车租赁健康发展的指导意见》,力挺共享汽车的市场化发展。一时之间,共享汽车将成为下一个“共享风口”的声音甚嚣尘上。但笔者却要对此泼泼冷水。

首先,共享汽车的投入远不是共享单车所能比的,采购成本与运营成本都呈几何式增长。仅以最近传出1500辆宝马1系共享车为例,一辆宝马1系最低配厂商指导价为20.48万元,像融资租赁等一些大的机构大批量采购价在6折-7折左右,以最低折扣计算,1500辆宝马1系也需要1.8432亿资金,这还不包括运营方“吹牛”配备的22万个车位费用,以及人工运营费等等。

有人忽视了一个细节,有别于其他共享汽车或共享单车都是在北上广深一线大城市铺开,这次1500辆宝马1系是在二线城市沈阳运营,有多大需求还很难说?这些宝马车按照“每公里费用为1.5元,每天封顶200元”收费,在沈阳这样的城市运营猴年马月才能收回成本?车辆损耗与车辆持续投入也是个无底洞。

真相是什么呢?笔者曾向宝马汽车求证:这些车辆是否由宝马官方投入运营?得到的答案是否定的,此事件是弘扬共享汽车公司从宝马沈阳经销商处采购了20辆宝马1系运动轿车,宝马集团并未预先知晓此事,因为双方并未讨论进行汽车共享方面的合作。

各位读者注意了,是“20辆宝马1系运动轿车”,不是“1500辆”。笔者好奇查了下“辽宁弘扬共享汽车租赁有限公司”,发现其注册时间为2017年8月1日,注册资本仅为2000万。一家注册资本2000万的公司买了价值超过1.8亿的1500辆宝马1系,这个泡泡吹的好大啊!

其次,共享汽车不像共享单车占地面积小,何况现在共享单车乱停乱放已经备受诟病,在私家车车位都相对紧张的情况下,共享汽车的停车也将是个问题。据了解,除了几个规模比较大的品牌已经实现跨区域、异地网点还车外,大部分品牌仍然采用定点借还车。从目前来看,借还车难的问题也只是在局部得到改善,根本上的停车、找车难和还车不方便的问题,还没有得到很好地解决。

据不完全统计,目前北京市场拥有的约30家共享汽车平台中,只有个别企业获得4000万元左右的融资,另有部分平台背靠车企巨头,并采用独立运营方式,但仍未有融资消息曝出。

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