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投资人朱啸虎突然改口 OFO、摩拜可能合并?

2017-09-27 07:22:54   

■本报见习记者 余若晰

近期,OFO方面透露,正在进行一轮新的融资谈判,融资规模可能超过10亿元,这也将打破共享单车的融资记录。不过这个风头却被OFO投资人朱啸虎抢走了。

朱啸虎近日在论坛上公开表示,摩拜和OFO已经占据了共享单车95%的市场份额,只有两家合并才有可能盈利。

有业内人士认为,朱啸虎的言论,在为两家公司合并造势。

OFO将获新一轮融资

据相关媒体报道,在9月22日OFO莫斯科的展会上,OFO联合创始人杨品杰向媒体透露,OFO正在进行新一轮的融资谈判,融资的规模可能超过10亿美元。值得注意的是,早在今年7月份,就有媒体爆出OFO正在新一轮融资中募集10亿美元,该轮融资由日本软银领投,滴滴跟投。不过杨品杰并未透露有哪些公司参投。消息人士指出,该轮融资之后,OFO的估值可能接近30亿美元。

早前,在今年4月份,OFO创始人戴威称公司估值已经超过20亿美元。

OFO的上一轮E轮融资是由阿里巴巴、弘毅投资和中信产业基金联合领投,滴滴出行和DST持续跟投,其E轮融资金额超过了7亿美元。

《证券日报》记者查阅资料发现,自从OFO成立至今,已经一共获得了10轮融资。2015年获得了2次融资,2016年获得5次融资,2017年至今共融资3次。

朱啸虎称OFO和摩拜需合并

近日,OFO投资人朱啸虎在第三届负担首席经济学家论坛上表示,共享单车行业格局已定,摩拜和OFO已经占据了共享单车95%的市场份额。两家企业每月仍然要投入大量资金进行运营,只有两家合并才有可能盈利。但在被问到“谁合并谁”时,他表示“对资本来说并不重要”。

要知道,三个月前,朱啸虎还曾和马化腾在朋友圈就“OFO和摩拜谁是一哥”互怼,当时朱啸虎信誓旦旦表示“一年后看数据见分晓”。

6月24日,朱啸虎还在公开场合上表示,摩拜和OFO目前没有可能合并,双方认知的差距还是非常大的。

然而,仅仅过了三个月,朱啸虎就发表了OFO和摩拜双方合并才有可能盈利的言论。

朱啸虎此言一出,立即引发了业内的热议。他的表态,也被业内人士解读为“是在向外界释放一些信号”,此前,滴滴和快的合并之前也曾有过投资人士“放风”。

这就是朱啸虎对外界释放信号,张旭在接受《证券日报》记者采访时表示,因为这是朱啸虎首次对外表达了OFO和摩拜可以合并的意见,而且朱啸虎提到的是合并,而并非是收购。“不管是在出行行业还是其他行业,在整个互联网行业中,很多的细分领域都出现过前两大巨头合并的情况。”

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