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业内:共享充电宝市场硝烟弥漫,或陷高开低走窘境

2017-05-19 09:58:19   经济参考报

在专家看来,共享经济的本质是共同拥有而不是占有。通过整合闲散物品或服务资源,让用户以较低价格获得产品或服务。从2014年移动打车等交通共享应用大规模进入市场后,国内互联网共享经济行业迎来飞速发展。

中国电子商务研究中心近日发布报告指出,共享经济已成为中国经济转型发展的突出亮点。2016年中国共享经济市场规模达39450亿元。在需求与政策支持下,共享经济将成为人们日常生活中不可或缺的一种经济模式。

艾媒咨询此前所做的一项中国网民用户对互联网共享经济认识调查显示,超过一半的网民表示通过互联网共享经济可以用低价获取闲置资源的使用权,中国网民对互联网共享经济看法比较乐观,对未来有着较高的期望。用户对共享经济活动具有较高的参与积极性,预计也将会有更多的共享商业模式出现。

连尚网络(WiFi万能钥匙)创始人兼CEO陈大年曾认为,共享经济将改变80%的行业。共享经济深入生活,背后的本质是对全行业的颠覆性改造。共享经济将对行业的生产模式、消费模式和企业运营模式带来本质的改变。

DCCI互联网研究院院长刘兴亮在其《创业3.0时代,共享定义未来》一书中指出,越来越多的人认识到一些东西没有必要购买。理论上讲,共享经济可以应用在任何一个能够产生闲置资源、过剩产能的行业。事实上,共享经济也正在从交通、住宿拓展到生活服务的其他众多方面。

喧嚣背后谨防“伪需求”和泡沫

共享经济热潮四起,但同时一些新模式也面临质疑和担忧,特别是近期共享充电宝、共享雨伞、共享篮球的争相涌现,在一些业内人士看来,无异于一场投资泡沫和炒作噱头。

在一个多月时间内吸引逾10亿元资金入局,共享充电宝吸引了无数人眼球,但也有专家指出,共享充电宝的真正用户其实有限,市场需求可能并没有那么旺盛,当前的热潮只是一场伪需求、低门槛的“资本游戏”。共享经济一般要价格相对较高、大件不方便携带或购买的刚性需求物品才较为适宜,比如共享单车、共享汽车等,而一个价格并不贵的充电宝、雨伞、篮球等,可能只是一种盲目跟风。

有业内人士表示,当前共享充电宝市场硝烟弥漫,资本频繁布局,但“蝇头小利”的充电宝,其市场想象空间其实并不大。而且,随着电池容量扩增,快速充电、无线充电等模式的兴起,共享充电宝将面临电池技术与充电设施技术进步的双重风险。未来,它可能会陷入高开低走的窘境。

资本喧嚣背后,缺少清晰盈利模式,这也是当前一些共享经济业态被人诟病的原因。共享充电宝盈利模式主要包括租赁费用、押金、广告收入、周边产品售卖,但目前共享充电宝市场盈利模式不足以支撑高额运营成本。艾媒咨询分析师认为,目前业界对共享充电宝盈利模式的可持续性大多仍持保留意见。当下共享充电宝企业致力于扩大市场规模,运营成本居高不下,要实现盈利,市场仍需探寻多元化盈利模式。

模式尚不清晰,前景仍然存疑,但市场却一拥而上,为抢夺用户不惜“烧钱大战”,大家深陷同质化竞争,这是当前共享经济领域的另一乱象。共享单车行业迄今已融资了上百亿资金,为抢占市场份额,各种颜色的共享单车在大街上随意停放、恶性竞争,引发种种投诉和不满。

专家强调,共享经济正成为我国未来经济发展的新动力之一。但发展共享经济应避免泡沫和噱头,不能只靠炒作共享经济概念而无共享经济实质,否则最终只能被市场所淘汰。

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