当前共享电单车行业发展的核心问题是市场化竞争不足

Core Viewpoint - The rapid growth of shared electric bikes has highlighted deep-seated issues within the industry, necessitating a multi-faceted approach involving policy guidance, technological innovation, and corporate responsibility to establish a new order of "orderly competition" [1] Group 1: Industry Challenges - Shared electric bikes have not experienced the same over-expansion as shared bicycles, instead following a more restrained development path due to high operational costs and strong regulatory measures from local governments [3] - Current market conditions are characterized by "insufficient competition," with government regulations playing a dominant role in market entry, leading to a lack of genuine competitive dynamics [3][4] - The existing quota system for operators, while aiming to regulate the market, can create administrative barriers that stifle potential competitors and reduce innovation incentives [4] Group 2: Government Role and Recommendations - Governments should shift from a restrictive approach to a more facilitative role, establishing dynamic assessment mechanisms based on service quality to promote operational efficiency and user satisfaction [5] - There is a need for improved urban infrastructure, including dedicated parking and battery swap stations, to alleviate operational challenges for companies and enhance user experience [5] - The industry requires a transition from quantity-focused competition to quality-driven competition, supported by effective market mechanisms and regulatory frameworks [6] Group 3: Future Outlook - The development of shared electric bikes should not only serve as a supplementary transportation option but also play a crucial role in the construction of smart cities [6]