In addition, at the recent meeting of the two conferences, “shared bicycles” also became a hot topic and became the focus of many representatives. The Minister of Transportation, Li Xiaopeng also said that sharing bicycles is a model innovation, and we must actively encourage and support them. Efforts will definitely develop well. In 2016, the shared bicycle industry has developed rapidly, and it has many problems for environmental protection travel and solving the public transportation pressure of urban travel.
According to relevant data, the frenzy of bicycle launch is coming. Only the two giants of Mobike and Ofo will be close to 20 million in 2017, and the production capacity is expected to reach 30 million. But this still can't stop other shared bicycle brands from killing this ocean. According to public reports, there are about 15 to 20 shared bicycle brands on the market today, which have been launched in more than 30 cities across the country. Today, sharing bicycles not only increases horsepower in first-tier cities, but also gradually sinks into second, third and fourth-tier cities, which may be a massive launch.
It is understood that individual companies share bicycles with novel design and full of technology, including all-aluminum body, solid explosion-proof tires, shaft drives, and IoT chips. The aluminum alloy material not only brings light weight to the bicycle, but also can withstand the test of outdoor sun and rain, has better rust prevention performance, and is more suitable for outdoor management of sharing bicycles. According to public data, the current weight of the small orange car with the aluminum alloy frame of the Mobike bicycle is 25 kg, and if half of the 30 million aluminum bicycles will directly drive the aluminum consumption of 375,000 tons, or another aluminum consumption this year. New hotspots.
Aladdin (ALD) believes that the profitability of shared bicycles remains to be seen, especially the cost of all-aluminum bicycles is much higher than the cost of ordinary bicycles. We expect that this kind of burning war will not last long, especially when it sinks to three or four. Line cities are too difficult to profit, and may not be optimistic about driving aluminum consumption. However, due to the concentration of the above-mentioned bicycle production enterprises, the production of aluminum rods in some areas is positive.
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