June 21st news, the competition between theo small yellow car and the Moby bicycle competition has extended from the data dispute to the smart lock. Yesterday evening ofo Xiaohuang car announced that it has fully launched the world's first NB-IoT "Internet of Things Smart Lock". Yesterday evening, Moby's bicycle public relations said that Moby completed the NB-IoT test in December last year with China Mobile and Ericsson. Theo's news release issued by Xiaohuang said that theo Xiaohuang car announced today that the world's first shared bicycle NB-IoT "Internet of Things Smart Lock" jointly developed with China Telecom and Huawei began to be officially applied to the small ofOo. Yellow car. Mobike Public Relations has produced a new press release: On May 15, Mobike announced a strategic cooperation with Sichuan Mobile and Huawei, and the three parties will conduct in-depth cooperation in narrow-band IoT applications and NB-IoT innovation. This also marks that Mobike has become the world's first shared cycling platform for NB-IoT IoT technology. From the data to the first, to the Internet of Things smart lock who first landed, Moby bike and ofo small yellow car competition. In February of this year, ofo took the lead in releasing a "2016 China Shared Bicycle Market Research Report" that quoted Bida Consulting. The ofo ranked first in the industry with 51.2% market share and Moby bicycle ranked second with 40.1%. The city coverage of theo is three times that of the second place, and the number of bicycles is 1.6 times that of the second place. Ofo's comprehensive score of 9.4 points has become the number one shared bicycle brand with user satisfaction. It is ahead of competitors in terms of user activity, user retention, and city coverage. Subsequently, Mobike bicycles cited the "2016 China Mobile Internet Industry Development Analysis Report" released by Trustdata, saying that the monthly active users of Mobike bicycles reached 3.135 million, equivalent to 3.3 times of the ofo. The number of recharges for the Mobike bicycles reached 117,900, while the number of the seconds was only 23,100. A careful reading of the data in these two reports reveals that the first of the two belongs to different dimensions, which is also the means by which various Internet companies promote their own idioms. This debate about data rankings has not stopped. On June 19th, ofo investor Zhu Xiaohu reposted an iResearch report in his circle of friends. The report said that theo users of the small yellow car far surpassed Mobai, while the Mori investor Tencent CEO Ma Huateng wrote a message below: From WeChat payment, Moby is more than doubled, and the future value and potential of smart and non-intelligent machines are still very different." From the dispute of data to the battle of smart locks, Ma Huateng and Zhu Xiaohu have had many disputes in the circle of friends. Ma Huateng pointed out that "Token is not smart, it must be calculated in two-way communication, and 'Little Smart' must be abolished. The cheap and cost-effective function machine will inevitably be vulnerable under the wave of intelligence. This is beyond doubt. There is no need to distort because of your own investment." On the second day of this "fair fight", theo was ridiculed by Ma Huateng's "dumb terminal" and announced the launch of the world's first IoT smart lock. On the same day, it also announced that the user deposit will be raised from 99 yuan to 199 yuan. For the user deposit increase problem, ofo explained that ofo is building a new intelligent credit system, in which the user's daily car habits and credit ratings will become the reference factor for the deposit. New users charge a deposit of 199 yuan, which is part of the credit system because new users have not accumulated enough credit behavior and need to use it for a period of time to join the credit system. The previous old user deposit was still 99 yuan. But this statement has not been recognized. Many users have questioned that even if the old user has returned the deposit, he still has to pay 199 yuan when he pays the deposit again. This is contrary to the idea of ​​establishing a credit system. However, the ofo did not explain this. Mobike has just announced the completion of the E round of more than 600 million US dollars in financing, from foreign media reported that theo is seeking a new round of over 500 million US dollars in financing, this news has not been officially confirmed. Judging from the current competition situation of shared bicycles, the war is basically concentrated on the Mobai and ofo in the first echelon.
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