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“疯狂”的共享汽车融资再升温:大赢家是传统车企?

2017-09-28 07:17:51   

每经记者 骆一帆 每经编辑 杨 军

共享汽车的“入局者”又添新成员,新创汽车企业威马汽车在9月25日发布了智慧出行品牌,这个领域的竞争已经越来越激烈。

在过去的一个月时间内,“共享宝马”、“共享超豪华车”等一系列新闻事件让共享汽车的话题不断升温。据普华永道思略特管理咨询公司预计,未来5年,共享汽车分时租赁市场将以超过50%的增幅继续发展,到2020年,其整体规模有望达到17万辆以上。

尽管当前共享汽车受到各方关注,但其盈利难题却始终困扰着经营者。以一辆奔驰Smart为例,用某租车软件租行10公里仅需33.8元,和出租车相差无几,低廉的“共享”价格让共享汽车的盈利前景并不明朗。

“现在,车企和互联网公司都在布局‘共享汽车’。车企将此视为未来汽车发展产业链条中的一环,而互联网公司只是单独的平台运营,成本与盈利压力相对更大。”微租车创始人兼CEO杨洋对《每日经济新闻》记者说。

共享汽车开始“疯狂”

“近期,我们正在准备新一轮融资。”9月26日,共享汽车平台驾呗总裁徐征鹏向记者透露,“与之前的融资相比,这次的融资规模要更大一些。”

融资规模的大小能在一定程度上反映共享汽车行业的发展现状。今年8月8日,交通运输部、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》(以下简称《指导意见》),提出“鼓励分时租赁发展”,将其纳入城市交通出行体系,并要求各地政府部门建立健全配套政策与措施。

该《指导意见》发布后,共享汽车迎来了一拨融资潮。包括驾呗、环球车享、盼达用车等共享汽车公司都在启动融资。

事实上,共享汽车行业早在几年前便已经存在,然而其发展一直相对缓慢,在融资、全国覆盖度、话题热度等方面都远不能和共享单车相比。

“共享汽车属于重资产行业,且盈利模式还未成熟,未来之路尚不明确,因此投资者也相对谨慎。”北京普伦投资基金管理有限公司管理合伙人李剑对《每日经济新闻》记者说。

这一状态从今年开始发生改变。数据显示,仅2017年上半年,就有多家汽车分时租赁平台获得千万甚至上亿人民币的投资。比如,4月,TOGO途歌完成4000万元人民币A+轮融资,由真格基金和拓璞基金共同投资;6月,一步用车获得上市公司多氟多(002407,SZ)1.35亿元人民币A轮战略投资;同月,Ponycar(小马用车)宣布完成1.5亿元人民币的B轮融资,惠友资本领投,华峰资本跟投等等。

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