Recently, the news of the frequent loss of shared umbrellas is endless, and the dramatic responses of some entrepreneurs have brought more ridicule and doubt to the industry. Although not favored by the outside world, there are still no less than ten startups running on this track. Some people mortgaged the house loan. Some people tried to persuade investors to give him 100 million dollars. Some people shared the advertising value of the umbrella and Focus Media benchmarking, and some people feel that they can make the next Mobike.
The market is small, the demand is fake, the frequency is low, it is difficult to make money, and it is easy to lose. These are the points that the outside world often criticizes sharing umbrellas. However, for every point, entrepreneurs seem to be logically self-consistent. In an interview with Netease Focus, several entrepreneurs stated that shared umbrellas are expected to replace the entire traditional umbrella industry, which has a market size of nearly 10 billion yuan; shared umbrellas are in strong demand in many southern cities, and the number of rainy days in these cities each year exceeds 100 days; Under ideal operating efficiency, an umbrella can be used 5 times or more a day; the commercial value of shared umbrellas is huge. In addition to deposits and rents, umbrella ads have the most development potential and imagination space; The pile mode can minimize the loss rate.
"Those who question, have a superficial understanding of the sharing economy." JJ Umbrella founder Zhang Shimin told NetEase Focus, "The sharing economy is not a simple network lease, but a change in the way of supply and demand." Like other entrepreneurs, Zhang Shimin Hurry up with more umbrellas because it's a speed and scale business.
According to iMedia Research data, the number of shared umbrella users in China in 2016 was 1.3 million. It is expected that the number of shared umbrella users in China will exceed 4 million by 2017, with a growth rate of 269.2%. Zhao Shuping, the founder of the shared umbrella, believes that the annual market size of shared umbrellas is as high as 20 billion.
The problem is that investors are still very cold. There are more than 10 players in the shared umbrella, and only 5 have received financing, and they are all angel rounds. A senior investor told Netease Focus: "I have no interest in seeing such a bad direction." Another investor said: "No matter how you look at the umbrella from a product, technology, or efficiency perspective, the shared umbrella will not reach you. We consider the criteria for investing. "
"This business may need $ 100 million." Oto founder Liu Kaijian told NetEase Focus that he just rejected some willingness to invest between one and two million because he felt that sharing umbrellas would not be worth $ 100 million. Not long ago, oto put hundreds of umbrellas on the market, but all were quickly lost. In the future, oto will change the mode from pileless to piled, and the scene will expand from outdoor to indoor.
"We may have a 99.9% chance of failure," Liu Kaijian said.