2021上海水磨实体店 – 第 2 页 – 夜上海论坛-爱上海419论坛-上海后花园论坛-上海龙凤1314

The next unicorn company or internet parking？

　　This paper comes from the research report of CITIC Securities.

　　At present, there are five modes of Internet parking: parking information sharing, whole process optimization, parking reservation B2C, parking sharing P2P and parking service.

　　The present situation of traditional parking industry in China includes four major pain points: large gross gap, scattered structure, scattered management and low level of intelligence. This directly leads to many problems, such as hard to find a parking demand side, poor parking experience, high vacancy rate of parking supply side and high management cost.

　　Nowadays, with the development of the Internet, social networks oriented to C-terminal and e-commerce oriented to commodities have become increasingly mature, especially in the era of mobile Internet, with the universal networking through intelligent terminals and C-terminal, the basic environment such as mobile payment has become increasingly complete, and the conditions for the Internet to sink into the physical industry have also matured.

　　"internet plus Parking" connects the scattered parking lots through the Internet, breaks the information island and realizes the optimal allocation of limited parking resources. Under the three driving forces of sharing economy, capital influx and favorable policies, various parking Apps have emerged in internet plus parking market. According to incomplete statistics, there are far more than 100 parking Apps in China at present.

　　Then, after the cake gradually appeared, what is the real status quo of domestic Internet parking development? What are the potential development and investment values?

Four types of players

　　There are four main types of Internet parking players: 1) Entrepreneurial companies; 2) Intelligent parking equipment vendors; 3) municipal traffic control department; 4） BAT。At present, mainly startups and smart parking equipment vendors, BAT is only slightly involved.

　　Entrepreneurial companies:Internet parking is on the rise, and a large number of entrepreneurial companies are pouring in, such as parking knowledgeable person, ETCP, Tintin Parking, E-parking, etc. The resources of entrepreneurial companies are short-board, as long as the asset model is light.

　　Intelligent parking equipment vendor:Taking advantage of the east wind of "internet plus", the intelligent parking equipment supplier has transformed and upgraded from a simple intelligent parking software and hardware provider to a complete solution provider of "intelligent parking equipment+cloud platform +APP", which has the advantages of software and hardware technology, and at the same time, the settled parking lot customers constitute resource advantages. Such as worry-free parking, Jieshun Technology (Jieshun Parking), Anjubao, Cubic Holdings (Hangbai) and so on.

　　Municipal traffic control department:Municipal traffic control departments have mastered roadside parking spaces and off-street public parking spaces (taking Beijing as an example, the municipal government has mastered 16.65% of parking spaces), which has resource advantages, strong financial resources and strong integration ability, such as Shenzhen Road Traffic Management Affairs Center (suitable for parking) and Shanghai Municipal Transportation Commission (Shanghai Parking).

　　BAT：Unlike "taking a taxi in internet plus" which is monopolized by "Ali+Tencent", BAT is still slightly involved in "parking in internet plus". Tencent uses WeChat WeChat official account+WeChat Pay, Baidu uses Baidu Map+Baidu Wallet, and Ali uses Alipay+Gaode Map+Cube Holdings to cut into Internet parking, mainly integrating and embedding parking apps with maps, payment applications and traffic portal applications.

Five modes

　　At present, there are five modes of Internet parking: parking information sharing, whole process optimization, parking reservation B2C, parking sharing P2P and parking service.

　　Parking information sharing: light assets+integrated data+entry service, saving search cost.

　　This mode makes full use of the existing intelligent parking equipment in a light asset way, and connects the intelligent parking lot to the internet through the meter, intelligent parking management system, parking garage card issuing machine, etc., integrating real-time free parking information, breaking the information island, realizing the sharing of parking space information, providing users with parking space search recommendation and parking space navigation service, and saving the search cost (saved search cost = (vehicle cost per unit time+owner time cost) × saved parking space search time). In addition, static information of the parking lot is also collected, including name, location, total parking spaces, POI information of exit/entrance, business hours, charging standards, photos, etc. Some apps also integrate information of service facilities around the parking lot, such as car washing and charging piles. The core of this model is information, and the key is wide coverage, accurate and reliable real-time free parking space information.

　　Advantages: light assets, can be copied quickly at low cost. The bottleneck is that it is difficult to form wide coverage, accuracy and reliability of real-time parking space information: the intelligent level of parking lot is low, the data standards are different, and the integration is difficult; Parking lot operators are not willing to open data for free. Therefore, some apps predict and estimate the number of free parking spaces through algorithms, and calibrate and supplement the integrated data. At present, the accuracy of most APP static information needs to be improved, and the reliability of real-time spare car information is worrying.

　　Profit model: free sharing of parking space information; Cut into the parking space reservation from the approach service, and may charge trading commission in the future; Realize traffic realization through automobile aftermarket (such as parking in knowledgeable person); Provide real-time parking space data service to navigation and map merchants, and realize data realization (Parkme).

　　Typical cases: Parkme in the United States and parking in knowledgeable person in China.

　　Whole process optimization: emphasizing assets+paving equipment+process service, deeply involved in parking lot operation.

　　By laying intelligent parking equipment, this model realizes the intelligentization and internetization of parking lots, provides parking optimization services for C-end car owners in the whole process of empty parking space search/matching, parking space reservation/reservation, parking space navigation, reverse car search and quick payment (often focusing on the two major pain points of "parking space search, navigation" and "payment"), and at the same time, deeply intervenes in parking lot operation management, so as to increase the leakage for B-end parking lot users. Offline resources are exclusive, and the core of this model is standardized and rapid replication, robbing parking lot resources.

　　Advantages: heavy assets, high viscosity after entering the parking lot, and the real-time parking information obtained is more accurate and of high quality. The bottleneck is that the offline line is too heavy. Entering the parking lot needs to be broken through one by one. The negotiation of benefit sharing, the installation, renovation, maintenance and upgrade of smart equipment are slow, and it is difficult to standardize and copy, which requires a large number of push teams. Most domestic players (such as ETCP, worry-free parking, etc.) even adopt the strategy of giving away equipment for free to accelerate the penetration of parking lots, but they need strong capital support.

　　Profit model: free for C-end users; Assist the B-end parking lot operation management to improve operation efficiency, reduce labor costs, increase turnover rate and income, and it is expected that charging parking fees to the parking lot will be the main profit point; Extend to the category of "car life" including washing, maintenance and repair, and cut into the automobile aftermarket to realize traffic realization.

　　Typical cases: Streetline in the United States, ETCP in China, worry-free parking and suitable parking.

　　Parking Booking B2C: Parking Ctrip Mode

　　This model is similar to "Ctrip", which connects parking lots and provides parking reservation service. The parking lot operator publishes the information of the parking spaces that can be reserved through the platform, and the owner inquires and reserves on the platform to ensure that there are parking spaces. Because of the low level of intelligent parking lot in China, this mode is rarely used.

　　The profit model of B2C parking reservation: extracting the reservation service fee.

　　Typical case: JustPark in Britain.

　　Parking space sharing P2P: Sharing parking spaces and revitalizing idle parking resources.

　　This model provides docking service for car owners who have parking spaces and want to park by building a parking space sharing platform for car owners, which can revitalize the free time of parking spaces, improve the utilization rate of parking spaces, generate income for car owners and solve the parking problem for car owners. At present, there are two main routes: one is using light asset mode, such as Sweetch and MonkeyParking, and the other is using intelligent ground lock, Internet of Things parking lock +APP mode, such as Tintin parking and leisurely parking.

　　The problem of P2P parking sharing mode tends to rely on flexible social interaction, underestimating punctuality and unexpected situations, which can easily lead to poor customer experience, and it is difficult to regulate reasonable and unexpected emergencies. At the same time, the P2P mode of parking space sharing not only involves platforms and direct users, but also inevitably involves property and parking management companies, which constitutes the bottleneck of offline promotion. In addition, in the main application scenario, the two sides of high-frequency trading may collude to bypass the platform.

　　Profit model: participation in parking space sharing generates revenue sharing. Because it involves property and parking management companies, some apps also let property share some revenue (such as Tintin parking).

　　Typical cases: MonkeyParking in America and Tintin Parking in China.

　　Parking service: Artificial berthing has the clearest profit model.

　　In this mode, the parking agent is used for parking, which completely liberates the owner from parking difficulties, saves the owner’s time cost, and revitalizes the idle parking resources in the accessories of the parking agent, exchanging time for space.

　　Bottleneck of valet parking mode: The car has been out of the owner’s control for a long time, and the safety and trust problems are the main obstacles for the owner to accept parking service mode. Solving these two problems is the core of the promotion of this mode. The main cracking methods are: laying cameras for 24-hour all-round monitoring; After the parking is completed, take photos of the odometer and fuel gauge so that users can compare them when picking up the car; E Daibo independently developed the key storage system of the cloud cabinet car; Substitution insurance, etc.

　　Profit model: parking service model has the clearest profit model, charging parking service service fee directly, and its target customers are car owners with high time value and low price sensitivity. At the same time, the automobile aftermarket is also the focus of profit, so it is necessary to wash and maintain the car for the owner during the parking period.

　　Typical cases: LUXE and ZIRX in the United States, e-berthing and feibotong in China.

Development characteristics

　　1. The Internet parking market has a vast space.

　　Parking difficulties are gradually spreading from first-and second-tier cities to third-tier cities, which is universal. There are 35 cities with more than 1 million cars in China, and the total number of cars is over 60 million. It is expected that these 35 cities will become the core market for Internet parking penetration. If the per capita parking expenditure is 3,000 yuan/year, the parking industry fees in these 35 cities total more than 180 billion yuan. Internet parking permeates the whole parking process, and we believe that Internet parking service providers can get at least 10% of the cake of the whole industry. Regardless of the market increment created after internetization, the market space for Internet parking is more than 18 billion yuan.

　　2, multi-party separatist regime, national and regional players coexist.

　　Intelligentization is the premise of internet, and the level of intellectualization of parking lots in China is not high, which determines that the road of attaching importance to assets must be experienced. We believe that the whole process optimization model will develop first, and it is unlikely that there will be a winner-take-all situation. The future competition pattern will be: multi-party separatism, and national and regional players will coexist.

　　3. Map navigator, traffic portal platform or integrator.

　　Map navigators, traffic portal platforms or integrators will open up the "separatist regime" to form a complete urban parking puzzle. Internet taxis connect drivers and C-end users, while Internet parking needs to integrate B-end parking lots to provide services for C-end users. The key to Internet parking is offline. We believe that BAT will play the role of integrating and opening up parking apps by relying on traffic advantages, and it is unlikely to become a direct participant.

　　4. The key to success is resources and capital.

　　Grasping the resources of high-quality offline parking lot is the key. Different from internet taxi, internet parking is a hard project, and mastering huge and high-quality parking resources is the key. The value of parking APP to car owners increases exponentially with the scale of parking network. After Pang’s parking network is formed, it also constitutes a competitive barrier.

　　Capital support decides who can laugh last. Whether it is subsidizing the C-terminal, cultivating users’ habits, or building an intelligent parking network, it needs strong capital strength. Some players have pushed the speed-up equipment for free, which has raised the capital threshold. Backed by giants, introducing resources and flow is a lever. The mobile Internet traffic portal has been occupied by giants such as BAT. Backed by giants, access to resources and traffic import are important chips that stand out.

Come on, please eat the ＂champion＂ CP of Sun Yang and Geely Borui GE.

There are about two kinds of people in this world, one is like a peach, with a thin skin and a hard and sweet core; The other is like a coconut with a hard shell but a sensitive heart like water, while Sun Yang may prefer the latter.

On May 28th, Sun Yang, as the ambassador of Geely Automobile, attended the listing conference of Borui GE held in Hangzhou Bay, Ningbo, and delivered a speech. When talking about his own road to success, Sun Yang said that it was because of his belief in the champion that he overcame all the difficulties and made himself what he is today.

The belief of champion is the most frequently mentioned word after Sun Yang’s success. As for the champion, Sun Yang said, whoever dares to break through and surpass himself and devote himself to being a better and more advanced self in his own field deserves to be respected and is his own champion.

At the age of 17, he made his mark. At the age of 19, he made an outstanding record and became a weapon to win gold. Young Sun Yang raised the successful trophy early. At the London Olympic Games in 2012, Sun Yang won two gold medals by his amazing performances in the 400-meter freestyle and the 1,500-meter freestyle, which created a new history of men’s swimming in China and made the world know the 21-year-old China boy.

"Everyone says that I am a genius and I am very lucky, but no one will know how hard it will be for me to come here. I really pay too much." Sun Yang’s road to success was not so smooth, but perhaps it was because of his inner belief and awe of the champion that he dared to face the difficulties and made Sun Yang today.

At the press conference, Sun Yang said frankly that the hand-in-hand relationship with Geely is due to this championship complex, and Geely Automobile and Geely Automobile share the same championship belief, which makes them go hand in hand. An Conghui, president and CEO of Geely, said at that time that Sun Yang and Geely Automobile’s new brand connotation of "dynamic and exquisite, self-confident" fit very well, and it also fits very well with Geely Automobile’s vision of being positive and daring to launch an impact on the world-class camp.

Excellent people are always attracted to each other. Shortly after becoming an image ambassador, Sun Yang became the owner of Borui and the honorary monitor of Boshiban of Borui Motorists’ Association. In his live speech, Sun Yang reviewed these years. He and Borui witnessed each other’s growth process, and bluntly said that for more than four years, they both adhered to the belief in the champion in each other’s field, thus completing their self-breakthrough and transcendence again and again.

Today, as a new energy vehicle of Borui, Borui GE officially set sail. As the first B-class car equipped with a hybrid system in the domestic market, Borui GE has not only truly realized the expectation of letting consumers buy hybrids at the price of traditional fuel vehicles, but also led new energy consumption into the "enjoyment era" by virtue of its leapfrog core values such as luxury, energy saving and technology, setting a new benchmark for global hybrid B-class cars.

In the end, Sun Yang looked forward to the Asian Games in August this year, and said that he would work hard with Boruige, who is engaged in the new energy market, to break through and win the championship, which attracted applause and encouragement from the scene.

Today, Sun Yang and Geely have not only become the veritable champion business cards in their respective fields of swimming and automobile, but more importantly, they have also become representatives of the Chinese dream, powerfully refreshing the image of China on the world stage!

Beijing released ＂Thirteen Questions on Haze Protection＂

　　CCTV News:In order to help you prevent haze scientifically, today (9th), Beijing Municipal Health and Family Planning Commission and Beijing Municipal Center for Disease Control and Prevention released.Thirteen Questions about Haze Protection.

　　1. What is haze?

　　Haze is a kind of weather phenomenon that a large number of tiny dust particles, smoke particles or salt particles are suspended in the atmosphere, which makes the air turbid and reduces the horizontal visibility to less than 10 kilometers. Haze is generally milky white, which weakens the color of objects, making bright objects in the distance reddish yellow and dark objects reddish blue.

　　Relevant research conducted by Beijing CDC in 2013-2015 found that the main components of smog are water-soluble inorganic ions (nitrate, sulfate and ammonium salt ions, etc.), metals and metalloids (lead, cadmium, arsenic, etc.), and carbon substances (organic carbon and inorganic carbon).

　　2. Does smog affect the human body?

　　Smog has an impact on the human body! According to the data, the impact of smog on human body is generally divided into direct impact and indirect impact.

　　Direct impact: When the concentration of air pollutants rises sharply in a short period of time, people may cause acute harm by inhaling a large amount of pollutants, resulting in respiratory tract and eye irritation symptoms, such as cough, sore throat and headache. If it is exposed for a long time, it will cause chronic inflammation, decreased immunity and allergies.

　　Indirect effects: smog can affect our health through long-term indirect effects, such as affecting solar radiation and microclimate, producing greenhouse effect, destroying ozone layer and forming acid rain.

　　3. Why should we reduce outdoor activities in foggy weather?　

　　Relevant research conducted by Beijing CDC in 2013-2015 shows that the indoor PM2.5 concentration is 30% to 40% lower than the outdoor concentration in severe haze weather, so it is suggested to minimize outdoor activities in haze weather.

　　4. Do you want to wear a mask when the smog comes? How to choose? How to wear a mask correctly?

　　If you have to go out in foggy days, wearing a mask is the most important protective measure. Any mask has a certain protective effect, but it is recommended to choose a mask with good protection.　

　　According to national standards, the protection level of masks is divided into four levels from low to high: D, C, B and A, which correspond to different air quality conditions.

　　Grade A corresponds to "serious pollution" and is used when the concentration of PM2.5 reaches 500 micrograms per cubic meter. Grade d corresponds to "moderate and below pollution" and is suitable for situations where the concentration of PM2.5 is less than or equal to 150 micrograms per cubic meter.

　　Wearing a mask should follow the instructions for use. When wearing, you must completely cover your nose, mouth and chin, and keep the mask close to your face. The better the tightness, the better the protection effect.

　　5. What should I pay attention to when wearing a mask?

　　Not everyone is suitable to wear a mask. The tight structure and filter material of the mask will increase the respiratory resistance and reduce the comfort.

　　Different groups of people should pay attention to wearing masks: pregnant women should pay attention to their own conditions and choose products with better comfort, such as protective masks with exhalation valves to reduce exhalation resistance and sultry feeling; Children are in the stage of growth and development, and their faces are small, so it is difficult for general masks to achieve the effect of close fitting. It is recommended to choose children’s protective masks produced by regular manufacturers. When the elderly, patients with chronic diseases and special people with respiratory diseases wear masks, it is recommended to use them under the guidance of professional doctors.

　　Masks are not suitable for wearing for a long time. On the one hand, pollutants such as particulate matter are adsorbed on the outside of the mask, resulting in an increase in respiratory resistance. On the other hand, bacteria, viruses, etc. in exhaled breath will also accumulate inside the mask. Failure to breathe fresh air for a long time will make people’s own immunity decline.

　　Non-disposable masks should be cleaned regularly, and the filter membrane should be replaced. When they are not worn, they should be kept properly.

　　6. How to pay attention to personal hygiene after going home for outdoor activities in foggy weather?

　　After going out for activities in foggy weather, clothes, nose and mouth, and bare skin will be attached with a large number of pollutants in the smog, which will be harmful to health. Therefore, it is suggested to take off your coat, wash your face, wash your hands, and wash your mouth and nose in time to reduce pollution.

　　7. Why should children and the elderly pay more attention to smog protection?

　　Children are in the stage of growth and development and are more sensitive to the environment than adults. The elderly have low body resistance and usually suffer from basic diseases. A large amount of dust and particles in the smog will stimulate the respiratory tract and easily cause respiratory irritation symptoms. Therefore, children and the elderly should pay more attention to the protection of smog.

　　8. What should I do if there are symptoms such as cough and sore throat in foggy weather?

　　The acute harm caused by people inhaling a large amount of pollutants in haze weather is mainly manifested in respiratory tract and eye irritation symptoms, such as cough, sore throat, red swelling and tears in eyes, etc. It is suggested that symptomatic treatment be taken when necessary to alleviate the symptoms.

　　It is suggested that sensitive people with basic diseases should reduce outdoor activities in foggy days, but also reduce to crowded places with dirty air, pay attention to personal hygiene, wash their hands frequently, and pay attention to increasing or decreasing clothes at any time to maintain good physical condition.

　　9. How do families choose air purifiers?

　　The air purifier has a certain effect on purifying the air. When selecting, the first thing to do is to make clear the purpose of use, and to buy a purifier with purification effect on PM2.5.

　　Second, we should pay attention to the performance indicators of the purifier. According to national standards, a truly effective air purifier should achieve the energy efficiency index of "three highs and one low".

　　High clean headroom: The clean air volume (CADR) is the purification effect index of the purifier. The greater the CADR value, the stronger the purification ability of the purifier and the better the purification effect.

　　High cumulative purification capacity: The higher the cumulative purification capacity (CCM) value, the more pollutants to be purified and the longer the life of the filter screen.

　　High energy efficiency value: The higher the energy efficiency level, the more energy is saved.

　　Low noise level: the working noise of the instrument is generally lower than 50 decibels, which is relatively quiet. When purchasing, you can observe the prototype for intuitive feeling.　

　　Thirdly, in order to achieve the purification effect, the air purifier must be turned on for a certain period of time according to the room area, the power and purification efficiency of the purifier, so as to effectively reduce the pollution degree of indoor pollutants. Pay attention to the product manual when purchasing. Generally, the product manual indicates the test report or certificate of conformity issued by the air purification effect testing unit. Products that have not given experimental conditions and are too simple or even absolute should be purchased carefully.

　　10. What should I pay attention to when using the air purifier?

　　Attention should be paid to the purification effect of the air purifier during use, and it is suggested to replace or clean the filter material according to the product instructions. If it is found that the purification effect is obviously reduced, or that there is an odor after the air purifier is turned on, it is necessary to replace the filter material and clean the filter in time. Moreover, the purification materials in the air purifier also have a service life. In order to avoid secondary pollution, they should be replaced in time according to the pollution degree and service time. When indoor pollution is serious, the replacement frequency of filter media can be increased. Self-protection should be done when replacing the internal materials of the air purifier. For example, gloves and masks should be worn when replacing the filter screen to prevent contact and inhalation of trapped harmful substances during replacement.

　　11. Does smoking affect indoor air?

　　Indoor smoking has a great influence on indoor air. The experimental data of Beijing CDC show that the indoor PM2.5 concentration can reach more than 500 micrograms per cubic meter when one cigarette is burned in a 30 cubic meter experimental cabin. Therefore, it is recommended to avoid smoking indoors in foggy weather.

　　12. How do families cook reasonably in foggy weather?

　　Home cooking is also an important source of indoor PM2.5 Relevant research by Beijing CDC shows that the instant PM2.5 concentration can exceed 800 micrograms per cubic meter even if the cooking methods such as frying, frying and frying are used in the kitchen (doors and windows are closed). And can spread to the living room, bedroom and so on to a certain extent. However, the concentration of PM2.5 in the kitchen does not change much when cooking by steaming or boiling.

　　Therefore, it is suggested that when cooking in foggy weather, the kitchen door should be closed and the range hood should be turned on; During the period of heavy pollution, try to steam and cook; After cooking, you should continue to turn on the range hood for 5 to 15 minutes.

　　13. How to pay attention to the indoor environmental sanitation in foggy weather?

　　The indoor activities of human beings increase in foggy weather, which will lead to the gradual increase of indoor PM2.5 concentration when doors and windows are closed. Therefore, in heavily polluted weather, wet cleaning method should be adopted for indoor cleaning, and wet mops and rags should be used for indoor cleaning, and the frequency should be increased appropriately. If the smog clears, open the window in time for ventilation for at least 15 minutes. (CCTV reporter Zhang Jing)