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传统自行车厂的清醒:牵手共享单车差点沦为代工厂

2017-08-27 07:45:49   中国经济网

迹象显示这样的“蜜月”期并不会一直持续下去

共享单车企业与传统自行车制造商长达一年的“蜜月期”很可能就要结束了。

一年内,三大老牌自行车厂纷纷与共享单车达成了合作:2016年天津飞鸽自行车厂率先与ofo小黄车展开合作;同年7月,优拜单车与上海永久自行车厂达成合作;2017年5月,凤凰自行车厂与ofo正式宣布战略合作。

然而,一些迹象显示这样的“蜜月”期并不会一直持续下去,天津的天奥自行车和奥威自行车公司均对经济观察报表示,目前共享单车公司已经开始减少了订单数量。北京一位代工组装ofo自行车的人士近期被告知,由于市场饱和,ofo在北京市场不会再大量投入单车,双方的合作暂告一段落。

在自行车厂从巨量的生产中抽空抬起头时,他们会发现这样的场景:传统依赖的销售渠道正在被新的商业模式冲击得七零八落——北京自行车与电动车协会向经济观察报提供了一组数据,2017年第一季度北京市50%的自行车门店关停。

浪潮褪去后,传统自行车厂还将面临一些其他的麻烦,比如:此前为了满足共享单车海量订单所扩建的产线如何安置?在这波海量生产潮中,水起船高的配件成本、劳动力成本如何消化?

中国曾经是“自行车王国”,但随着城镇化进程和城市交通基建的完善,城市自行车保有量极速下降,对于相当比例的城市居民,自行车已经不是出行的必备选项。共享单车所带来的复苏可能是短暂的,传统自行车厂要面对的依然是一条漫长的转型之路。

北京市自行车电动车行业协会会长郭金芝对经济观察报表示,仍然有一批消费者对包括凤凰、永久、飞鸽等传统自行车品牌存在情结,因此现在传统自行车厂商最重要的是找准自身定位,不能扔掉自己的品牌,同时也要加大研发投入,放弃长期历来的粗放式发展。

“对于这些品牌的情结实际上也是一种对于中国制造的情结。”郭金芝对经济观察报表示。

订单潮落

共享单车的大规模生产给传统制造业带来了颠覆性的改变。

中国自行车协会的官方文件显示:中国每年有8000万辆的自行车产量,内销在2500万辆左右,而仅ofo和摩拜这两家共享单车2017年一年的订单所带来的产能就将超过2500万辆。

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