I was kind of amused by how much this ad comes across as a vocab list:
Here is that vocab list:
坐公交 (zuò gōngjiāo) to take public transportation Note: this usually means a public bus
乘地铁 (chéng dìtiě) to ride the subway Note: the verb 坐 is also fine
骑单车 (qí dānchē) to ride a (single-gear) bicycle Note: nowadays this word often refers to a bike-sharing service
买火车票 (mǎi huǒchēpiào) to buy train tickets
打车 (dǎchē) to call a car (taxi or ride-sharing service) Note: because of the rise of ride-sharing services in general (and Didi in particular), the word 打的 is far less common these days, most people using 打车 or 叫车
The point of this ad is that no matter what form of transportation you choose, all can be accomplished within AliPay (支付宝).
I’ve recently commented on how the sudden rise of app-driven bike rental services in Shanghai is fairly staggering. From a casual look around the downtown area, it’s clear that Mobike and Ofo are currently the top dogs, and Ofo seems to be doing all right with its “cheaper” business model, despite its late entrance to the market. But I’ve recently learned that Ofo’s service has some pretty glaring flaws when compared to Mobike.
How Mobike and Ofo Differ
Both services use apps, but Mobike’s bicycles are more high-tech, and that makes a big difference. Mobike bikes have tracking devices embedded, and the bike locks are unlocked remotely through the network. Ofo bikes use simple combination locks that you can request the code for through the app.
So the Mobike service works like this:
Use the app to find bikes near you
Unlock a particular bike by scanning its QR code with the app
(The bike’s lock automatically unlocks after a few seconds)
Use the bike
Park the bike and manually lock it
Mobike’s services are informed the ride is over, and the bike’s location is made available to other users through the app
…and the Ofo service works like this:
Find a bike yourself (no tracking devices)
Send the bike’s ID number to Ofo via the app
Receive the combination to the mechanical lock
Unlock the bike with the combination
Use the bike
Park the bike and manually lock it
(Note: I don’t use Ofo myself, but I’ve spoken with people who do. Ofo bikes also have QR codes on their bikes, but they’re for the purpose of advertising the app, not unlocking the bikes. The Mobike QR codes serve both purposes.)
It seems like the Ofo system is fairly straightforward and would save a lot of money, right? Oh, but it has problems…
Ofo’s Locking Problem
Because Ofo uses combination locks, none of the bike locks are truly locked unless the last user changed the combination after closing the lock. And, it turns out, a lot of people don’t. A good number of Ofo bikes on the street are actually unlocked, if you just press the button on the lock.
When I first heard this, I was skeptical, but the very first bike I tried was unlocked. Later, I checked a sample of 20 bikes in the Jing’an area, and 4 were unlocked. So, 1 in 5. That’s a lot!
As it turns out, this isn’t Ofo’s worst problem, though…
People Are Publicly Stealing Ofo’s Bikes
Ofo bikes are locked with combination locks, and those combinations don’t change. So if you save the combination and can find the same bike again, you can use it for free. The only thing keeping you from using the same bike again is the sheer number of bikes out there and the other people using them. And the way that other people use the bikes is to request the combination through the app. But what if they couldn’t get the combination for “your” bike? To get the combination, other users need to read the bike’s ID number. But if this number is missing or unreadable, no one else can get the combination.
So this is how people are “owning” Ofo bikes. They’re getting the combination to a particular bike, and then scratching off or otherwise removing the bike’s ID number. I did a bit of hunting for “owned” Ofo bikes parked on the street, and did find a few. Logically, though, the “owned” bikes are probably going to be parked in less public places. I really wonder how many Ofo bikes have disappeared off the street.
I also wonder if this aspect of the “cheap bike” strategy has already been taken into account. Ofo has ample funding, after all. How many bikes can Ofo afford to lose and yet still have lower costs than Mobike, with its fancy high-tech bikes? Or, how many Ofo bikes need to be stolen before people realize that it’s easier (and not at all expensive) to just leave the bikes in the system? How long does it take before “owning” a ripped-off Ofo bike is uncool and/or shameful? Hard to say… and there are a lot of people in Shanghai!
Strange Competitive Practices
The other day near Jing’an Temple I snapped this shot of a few guys slowly escorting a “cargo tricycle” full of Mobike bicycles. The strange thing was the two of them were riding Ofo bikes!
I was in a hurry, so I didn’t even try to ask them any questions, but the guys were wearing clothes which read 特勤, which is probably short for 特殊勤务, something like “special forces” (a division of the police).
At least one Chinese person I showed these pictures to thought the uniforms looked fake, but who knows?
Ofo in Chinese Is “O-F-O”
Just a final note on the Chinese names of these two companies：
Yes, Ofo in Chinese is spelled out, just like the word “app” is spelled out in Chinese as “A-P-P.”
I noticed at the end of 2016 that Mobike seemed to be really taking off in Shanghai. But when I came back from Florida in January, it was a whole ‘nother story… Not only were there more orange Mobike bikes on the streets than ever, but yellow (Didi-backed) competitor Ofo was suddenly seriously competing, and even baby blue 小鸣单车 was upping its game. I’ve been seeing so many rows of Mobikes on the sidewalks of Jing’an District that I’m guessing there now must be nightly redistribution efforts going on to properly seed the city center. Now that the Uber war is over, this seems to be the new battlefront.
A few shots I snapped last week:
And one photo I downloaded on WeChat (not sure who to credit), which was labeled “#VCfunding“:
It’s quite the cliche to talk about “the Uber for x” in the startup world. Those types of businesses tend to not work when they’re not Uber (and Uber itself had a had time in China). But there’s one that I really like: Mobike, AKA 摩拜单车. Like Uber, it’s app-based, and you open up the app to see not where drivers are, like Uber, but to see what parked Mobike bikes are near you.
Then you use the app to unlock the bike and pay 1-2 RMB for each ride. Lock the bike somewhere public when you’re done. So simple!
If you live in Beijing or Shanghai, you can even try out the app (without riding a bike) just to see what how many bikes are parked around you. There’s usually a decent number wherever I am in Shanghai. Once you know what a Mobike looks like, you’ll start seeing them everywhere in this city. (The new “punch buggy”??)
The only “catch” is that you have to pay a 300 RMB deposit to start using the bikes. That’s fair. Coincidentally, 300 RMB is also my “cheap bike budget.” It’s the amount I’ll pay for a bike that’s “good enough” to ride but is not likely to get stolen. Not a bad price for never having to worry about your bike getting stolen again.