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中国分享经济的将来 小猪短租


Chinese Airbnb rival Xiaozhu was valued by investors at $300m in a fundraising round last year, reflecting high hopes for the country’s home-sharing sector and prompting takeover interest from the Silicon Valley company.


But Kelvin Chen, the Chinese tech veteran who is Xiaozhu’s co-founder and chief executive, has bad memories of excessive overseas management after a previous US buyout.

但在中国科技行业浸淫多年的陈驰(Kelvin Chen)关于中国公司被美资收买后外方的过分办理却有着欠好的回想,他是小猪短租的结合开创人及首席实行官。

“If we wanted to hire a single person, we would need approval from HR three months in advance but, in the same time, our competitors could grow from a staff of 200 to 1,000,” Mr Chen says of his time at travel site Kuxun, owned by TripAdvisor from 2009-15.


Xiaozhu boasts 100,000 listings in China, making it the second biggest home-sharing service in a country where travellers make 4bn trips each year. Tujia, a Chinese company that links property developers with short-term renters, was valued at $1bn and has 400,000 listings.


Airbnb currently lists around 75,000 properties in China, and has partnered with internet giant Alibaba to make mobile payments easier for Chinese users. It plans to double its listings, investment and spending over the next year.


Investors are betting that the Chinese government will back the “sharing economy” as a source of growth as old drivers such as heavy manufacturing and property slow.


Participation in the sharing economy — renting out belongings once thought of as personal — is now within the reach of China’s middle class. “Thirty years ago, we had nothing to share. Now Chinese people have extra cars, extra space,” says Mr Chen.


Li Keqiang, China’s premier, told a Davos forum last year that “the sharing economy means entrepreneurship for the masses”. Beijing has tolerated the rapid growth of car-booking apps to a greater degree than many western countries, despite fierce resistance from the country’s state-linked taxi providers. China’s flexibility towards the disruptive sector is “greater than what we see in foreign countries”, Mr Chen says.


Mr Chen predicts pushback from hotels should be less fierce, as the sector is used to competition. But he admits that Chinese officials — who insist that travellers have their identity cards scanned and sent to local police every time they check into a hotel — might be wary about loss of control. “China is a little special in this regard,” he says.


In an attempt to ease concerns, Xiaozhu hosts are encouraged to use the company’s mobile app to scan a guest’s identity card upon arrival. Although the information is not automatically sent to local authorities, they can access it in the event of security incidents. The company wants to start supplying hosts with “smart locks” that can read the cards without the host being present.


On Wednesday, Airbnb started storing bookings and listings data on Chinese servers, to comply with a restrictive cyber security law that requires operators of “CRItical information infrastructure” to store data in China and assist government security agencies.


For now, Xiaozhu exists in a grey zone marked out by its semi-formal arrangements with the government. “There has not been any clear law supervising [house-sharing]. For now, the way we do it is more of a result of negotiation,” says Tarry Wang, Xiaozhu’s chief operating officer.

与当局的非正式商定给小猪短租划出了其所生活的灰色地区。“还没有任何明晰的执法来监视(留宿分享效劳)。现在我们做这个的方法更多取决于协商的后果。”小猪首席运营官王连涛(Tarry Wang)表现。

But analysts expect tighter regulation. “The government’s usual approach is to step back and let the market develop. Then, once a handful of players achieve significant traction and demonstrate a successful mechanism for meeting regulatory requirements, you start licensing the top players and weed out the rest,” says Mark Natkin at Marbridge Consulting, an advisory group.

但剖析人士估计羁系将会收紧。北京迈博瑞征询(Marbridge Consulting)的马克.纳特金(Mark Natkin)表现:“当局通常的做法是退一步,让市场开展。然后一旦有一小撮到场者惹起了注目,并展现出一套契合羁系要求的乐成机制,当局就会向最良好的到场者发放派司,让其他到场者出局。”

When Mr Chen considers the prospect of regulators swooping in and stifling the sector, he finds solace in a Shanghai wonton shop championed last month by Mr Li. The premier stepped in to defend the humble stall as an example of “grassroots entrepreneurship”, rebuffing zealous bureaucrats who had ordered it to close because it lacked a licence.


“From this small event we can see that the Chinese government, when it comes to reform and regulation, China is not quite [as strict] as the outside world thinks,” Mr Chen says.


来自:千亿国际文娱网页版_千亿国际文娱|www.qy449.com 文章地点: http://www.tingvoa.com/html/20170105/423021.html