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乐摩吧,共享按摩椅领域的机遇与挑战
Sou Hu Cai Jing· 2025-09-14 01:34
编辑 | 余溯 出品 | 潮起网「加盟指南」 在繁华的商场、熙攘的影院、忙碌的机场和火车站,我们常常能看到一排排列整齐的共享按摩椅,而乐摩吧便是其中颇具影响力的品牌之一。作为福建乐摩 物联科技股份有限公司旗下的明星项目,乐摩吧在共享按摩椅赛道上一路疾驰,试图在港股IPO的舞台上绽放光芒。 我们将深入剖析乐摩吧这一加盟项目,全面梳理其优势与劣势,为有意向加盟的投资者提供详细参考。 乐摩吧的历史 乐摩吧诞生于共享经济蓬勃发展的2016年,创始人谢忠惠有着丰富的商业经验,曾执掌真彩文具销售体系。他与按摩椅行业资深人士韩道虎携手,将目光投 向了当时尚属蓝海的共享按摩椅领域,推出"乐摩吧"品牌。 历经多年发展,乐摩吧已在全国构建起庞大的服务网络。截至2025年7月,其服务网点超过4.8万个,投放按摩设备突破53.5万张,业务覆盖中国大陆31个省 级行政区的339个城市,累计服务可识别用户超1.65亿,注册会员达3200万名。在市场份额方面,按交易额计算,乐摩吧在2021-2023年连续三年稳居中国大 陆智能按摩服务提供商榜首,市场份额从29.4%攀升至37.3%。 乐摩吧的显著优势 经过多年的市场深耕与运营,乐摩吧在消 ...
贾跃亭的FF融资1.05亿美金|首席资讯日报
首席商业评论· 2025-07-18 04:47
Group 1 - Beijing Human Resources Bureau warns against false advertising regarding title evaluation papers, emphasizing that papers are not mandatory for title applications [1] - Li Auto announces the completion of its "Nine Vertical and Nine Horizontal" high-speed charging network core routes after 2 years and 3 months of development [2] - Tesla's launch of the large six-seat Model Y L has sparked industry attention, with Li Auto's CEO commenting on the competitive landscape for six-seat electric SUVs [3] Group 2 - The investigation into the 7.15 million yuan expenditure on the Niulang and Zhinu sculpture has led to disciplinary actions against local officials [4] - The IPO application of Zhizhi Technology has expired after six months, with Xinhua Huifu as its exclusive sponsor [5] - Allegations of inflated equipment numbers at LeMobai have emerged, with a significant discrepancy between reported and actual quantities of massage chairs [6] Group 3 - Morgan Stanley's CEO indicates that the firm will consider acquisition opportunities, focusing on small firms in wealth and investment management that align with its strategy [7] - Nayuki Tea's marketing of its "Slim Green Bottle" product has been criticized for misleading consumers regarding its functionality [8] - JD.com has modified its delivery guarantee policy, replacing the "20-minute free order" with a "4 yuan coupon" for late deliveries, aiming to enhance overall delivery experience [9] Group 4 - Faraday Future announces a new financing round of 105 million USD, which will support the launch of the FX Super One model and accelerate product and AI technology development [11] - The summer film season has generated a box office of 3.412 billion yuan, with several highly anticipated films set to release in various genres [12]
共享按摩椅乐摩吧逆势增长之谜:设备数量存疑 订单均价虚高 利益深度绑定
Core Viewpoint - The article discusses the unusual growth of LeMoBa in the shared massage chair market despite a general decline in demand since 2021, raising questions about its business practices and financial disclosures [1][2][3]. Industry Overview - The shared massage chair market in China has seen a significant decline since 2020, with major players like Rongtai Health and Aojiahua experiencing substantial drops in revenue from shared massage services [4][5]. - LeMoBa, however, has reportedly doubled its service points and nearly tripled its equipment count within two years, achieving over 900 million yuan in transaction volume by Q3 2024 [1][6]. Company Background - LeMoBa was founded in late 2016, initially sourcing commercial massage chairs from Honor Health, whose chairman, Wu Jinghua, is the actual founder of LeMoBa [5][6]. - Wu Jinghua transferred his shares to others to avoid conflicts of interest, but he still retained a significant stake in the company [5]. Financial Discrepancies - Investigations revealed discrepancies between LeMoBa's reported equipment deployment and actual observations, with many service points having non-sequential equipment IDs, suggesting potential inflation of numbers [7][8]. - For example, the "Yuanqi Egg" series of massage chairs was reported to have a theoretical deployment of over 32,000 units, but only 531 were found in reality, indicating a significant gap [9]. Revenue Model - LeMoBa's revenue primarily comes from two models: direct sales to consumers and a partner model where local partners manage operations [15]. - The company has implemented a stock incentive plan to bind the interests of city partners closely to its business, raising concerns about the authenticity of reported performance [16][15]. Cost Structure - The company faces high operational costs, including equipment depreciation set at three years, which is aggressive compared to industry standards [26][27]. - The average transaction value per massage chair is insufficient to cover the high costs of rent and equipment maintenance, leading to a financially unsustainable model [24][27]. Market Challenges - The shared massage chair business is under pressure due to declining consumer demand and high operational costs, leading to a situation where revenue does not cover expenses [23][27]. - Despite the initial success and capital interest, the ongoing challenges in the market have led to capital withdrawal and forced buybacks, raising questions about the company's financial health [22][23].