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掘金垃圾分类?互联网可能并不想和环卫公司抢生意

时间:2019-07-16
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The source of this article is the public number: 歪道道(ID: wddtalk)

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Under the torture of the soul of "what are you garbage," the discussion of garbage classification remains undiminished, and the entrepreneurial concept around garbage classification seems to be even more in full swing.

Recently, through WeChat search for spam classification keywords, the small program on garbage classification has rapidly increased to more than 100. The garbage classification applet on the Alipay platform has accumulated more than one million new users. In addition, the spam-free service is highly sought after, and some courier companies, second-hand e-commerce and take-out platforms are trying to launch this new service.

According to Tianyue data, there are more than 1,000 garbage sorting companies registered in 2019. Last week, 53 related companies were registered, and only on July 1st, there were 6 related companies registered.

However, this Internet entrepreneurial enthusiasm seems to be taking the opportunity to start, and it seems to be moving. The stock classification concept that has become a hot plate and has a lot of daily limit is relatively calmer. One share and green power have announced that the company does not involve Garbage classification related business.

Entrepreneurship is not easy, but it is even more difficult to pursue the wind blindly.

A not so good track

The opportunity brought about by the enforcement of garbage classification has caused many people to smash this big cake. Some insiders predict that the scale of the sanitation industry will reach 200 billion to 300 billion yuan in 10 years.

But helplessly, in the entire waste treatment industry chain, front-end classification, mid-end collection and transportation, and back-end disposal, there are many branches in each link. From the different types of garbage sorting and transportation, to the supply and operation of different sanitation equipment, and the recycling or recycling of renewable resources after garbage sorting, each track is crowded with competitors.

xxAnd the head effect of these market segments is gradually becoming apparent. For example, as for sanitation equipment, as of 2015, there are as many as 260 production enterprises in China's sanitation vehicle market, but only three of them have an annual output of more than 3,000. The top 10 enterprises maintain a relatively stable market share, while some markets have poor competitiveness. Equipment providers with low new product development capabilities are facing market elimination.

Under such a competitive situation, the Internet has cut into the traditional sanitation market, and it is afraid that it can only start from the C-side garbage sorting service, but correspondingly, this also limits the extension of its future industrial chain.

According to wind data statistics, from June to July 3, 16 of the 17 waste sorting concept stocks recorded an increase, and 12 of them rose by more than 10%, especially Willy, Longma Sanitation, China Tianzhu, etc. The increase is above 40%.

These concept companies have risen sharply with the enthusiasm and policy support of the waste sorting, but in fact many of them do not involve the waste sorting business, or only a small part of the company's revenue. For example, Longma sanitation, 9 garbage sorting projects, 4 separate billing waste sorting projects, the quarterly contract amount is only 418,900 yuan, accounting for 0.05% of the company's main business income.

Therefore, the lack of traditional sanitation companies in the garbage sorting service may just be an opportunity for the Internet to cut into this industry.

In fact, some Internet startups have noticed the business opportunities earlier. As the largest renewable resource intelligent recycling startup company in the past, Xiaohuang Dog won the A-round financing of 1.05 billion yuan of Zhongzhi Group in June 2018; the flash recycling of the digital product recycling trading platform was nearly 100 million yuan in round of financing last year. The investor is Xiaomi and Shunwei Capital; in 2014, the life in Beijing started to cover more than 1,000 local communities, with more than 300,000 registered users.

xxHowever, there are two points worth noting. First, these environmentally-friendly startups, which were favored by capital last year, concentrated their business on idle and old-fashioned recycling rather than garbage sorting. Second, Xiaohuanggou is in the process of bankruptcy and reorganization, and life is hard to profit. In 2017, the remaining electronics recycling projects or companies, most of them are Ali, Jingdong, Xiaomi and other industry giants in the financial support.

It can be seen that the entrepreneurial concept of "Internet + garbage collection" still has doubts about various aspects such as business model, profit pressure and recycling process.

Internet, venture capital, and entrepreneurs share garbage?

After Shanghai enforced the classification of garbage, Shanghai residents are subject to torture from the soul every day: “What is rubbish?” Once the garbage sorting service is sought after as a pioneering business like the sharing economy, the entrepreneurs and investors will be in the cafe in the future. I am afraid, "What kind of garbage company is it?" and "What kind of garbage company did you invest in?"

In 2018, the Internet gulf disappeared. In 2019, the fresh air vents disappeared. If you look for a concept that can be touted, packaged, and change the world from the garbage classification, it is still difficult for Internet practitioners, not just for the image. And brand issues.

For now, the generation of garbage disposal service is currently the most intuitive direction of entrepreneurship, Alipay, hungry and some courier companies have launched on-line garbage sorting and recycling platform to provide generation of throwing services.

In terms of door-to-door collection, the first thing that does not focus on investors is the rate of return. The generation of throwing garbage is nothing more than transferring the user's transaction link to the online, and still performing offline employees or scavengers. The labor, operation, management and cost of this part of the manpower are actually not because of Internet access. And become efficient. Moreover, the uncontrollable labor cost also makes the profit prospects of the business model not optimistic.

xx这可以参考传统的卫生公司的服务业务。例如,龙马卫生2018年毛利率为24.67%,其中卫生设备毛利率为27.72%,卫生服务毛利率为19.67%。

当然,如果外卖,快递等送货服务的企业涉及垃圾发生,其主要业务的用户和有投掷要求的用户是高度一致的。智能匹配后,可以在送货服务过程中直接完成门到门的收集。然而,就像每个订单12元的饥饿价格一样,可以看出劳动力成本仍然相对较高。

除商业模式外,家庭收藏还存在潜在的政策风险。如果强制废物分类的最大目的是希望人们能够提高他们的环保意识,那么挨家挨户收集只能在帮助政策的早期阶段解决分类困难的问题,但从长远来看这违反了政策制定的初衷。在垃圾分类比较成熟的欧美国家,实际上没有公司在家里收集垃圾。

因此,一旦开发了将来进行废物分类的习惯,垃圾收集业务可能会逐渐消失。

此外,智能识别,企业家涌入垃圾分类智能识别应用程序或小程序,将不可避免地陷入过度竞争,因为工具产品很难形成差异化的功能,最后它无非是资金或流量。入口。

考虑到用户体验,首先,准确的识别技术还不成熟,特别是对于一堆看起来颜色不好的垃圾;第二,如果用户需要每天都面对这种情况,那么堆的颜色和形状可能看起来不太好,如果你拍照,识别并重新分类它就不会很好。

围绕废物分类,C-end用户应该承担的当前创业方向可能只是过渡期间的临时需求。

巨人缺席,很难成为一个发泄。

无论是微信的数百个小型垃圾分类程序还是支付宝的在线垃圾分类和回收平台,腾讯和阿里等互联网巨头都更加关注垃圾分类,这更多的是为了公益而不是商业利益。

例如,上海金桥公司和支付宝开发的一套离线智能垃圾桶,市民只需使用支付宝“扫”垃圾桶上的二维码,并将垃圾扔进相应干燥,潮湿的地方,有害和分类的垃圾箱。在垃圾桶中,垃圾桶会自动计算重量并为用户提供一定数量的现金或积分。这是为了增加居民对废物分类的热情。

长期以来,互联网巨头纷纷参与并激起了动荡。一方面,他们重视投资回报,另一方面,他们改善了生态布局,并与现有的业务系统协调,以创造更大的商业价值。然而,废物分类业务显然不符合巨头严重加权的任何条件,具有政策风险和公益性的行业也不适合互联网。

因此,互联网巨头迎合了垃圾邮件分类策略的实施方式,未来不再是用户提供与访问相关的服务的切入点。由于没有商业利益或竞争需求的激励,他们不会主动去达到卫生公司的工作。

当然,不排除与支付宝等B端公司合作,并使用人工智能技术实现高效识别和合理投掷,如机器人分拣机,智能垃圾桶等,互联网公司可以为传统卫生提供技术支持公司。

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Foreign Intuitive AI引入了一种名为OSCAR的废物分类系统。该系统具有32英寸显示屏和智能相机,使用机器学习算法识别用户的手并告诉用户下一步该做什么。该解决方案主要针对住宅,机场,学校,企业园区和其他应用场景,并已在加拿大温哥华机场和弗雷泽大学实施。

虽然中国的互联网公司尚未在这方面展开,但随着垃圾分类的实施,可能会有很多公司愿意参与,毕竟这是人工智能技术的场景之一。

值得一提的是,Intuitive AI还计划将其智能垃圾桶的概念产品众筹,但它最终被取消,因为他们认为此类产品无法很好地教育用户,无法培养用户的正确生活。 (垃圾处理)习惯和环保意识。

中国的清道夫人数每年都在减少。国家通过强制性公共垃圾分类将这部分工作分配给每个人。但是,诸如抛出代理之类的互联网服务正在将这一责任转移给从业者。社会分工的进步还是文明的倒退?也许企业家也应该事先考虑它。

互联网掘金垃圾分类最多是这场自上而下的生活革命的一集,如果垃圾分类吸引风险投资和企业家,它可能表明互联网经济真的没有风。

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