多线扩张的代价？Robotaxi风波未平，2G退网又逼停电动车业务，哈啰“智能化”叙事受拷问

Core Viewpoint - The article highlights the challenges faced by Hello Bike in its electric vehicle (EV) business, particularly due to the discontinuation of 2G network services, which has rendered many smart features in their electric bikes non-functional, leading to customer dissatisfaction and trust issues [1][12]. Group 1: Customer Experience and Feedback - Customers have reported that the smart features of Hello's electric bikes have stopped working since the 2G network was phased out, with many expressing disappointment over the lack of prior notification regarding service changes [1][11]. - Users like Wang Bei and Xiao Hua, who purchased Hello electric bikes for their smart features, feel abandoned as the company has not communicated effectively about the service changes and has closed many physical stores [2][4]. - The company has offered a paid upgrade to a 4G smart box to restore functionality, but many users are dissatisfied with this solution and have sought alternatives [11][12]. Group 2: Business Strategy and Challenges - Hello Bike has expanded its business from bike-sharing to include ride-hailing, electric bikes, and autonomous driving, but this multi-line expansion strategy is now facing significant challenges and a crisis of trust [2][15]. - The company is reportedly shifting its focus from selling electric bikes to a rental model, closing many of its physical stores, which has raised concerns among users about the future of the brand [3][4]. - The recent accident involving a Hello autonomous vehicle has further damaged the company's reputation and raised questions about its operational capabilities in the autonomous driving sector [15][16]. Group 3: Industry Context and Regulatory Issues - The discontinuation of 2G services has affected multiple companies in the electric vehicle sector, indicating a systemic issue within the industry regarding the transition to newer technologies [12][13]. - Legal experts suggest that companies may face liability issues due to the failure to inform customers about the risks associated with using 2G technology, which could lead to potential recalls and legal challenges [12][14]. - The article emphasizes the need for companies like Hello to reassess their expansion strategies and focus on solidifying their core services to regain customer trust and ensure long-term viability [16].