完成3.15亿美元融资后，优信还能“撑”多久？

界面新闻2021-06-16

利好消息并没能重振二级市场对优信的信心。持续亏损的二手车电商平台优信传来久违的好消息。 6月15日，优信集团宣布其已于6月14日和蔚来资本及愉悦资本正式签署潜在总额达3.15亿美元的融资协议。与此同时，58集团、TPG、华平等可转债持有人拟将其持有的合共6900万美元可转债转换为公司普通A类股份。同时，包含新投资人及可转债持有人在内总计十余家重要投资人拟做出承诺，将其所持有股份锁定9个月。...

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EuniceLee
2021-06-17
EuniceLee
Bbb
Jack91
2021-06-17
Jack91
?
Ryan Lau
2021-06-17
Ryan Lau
666
瀚妈
2021-06-16
瀚妈
好

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Pacer，卖给了58集团控股的汽车金融相关企业，获得1亿美元现金。去年1月，优信以3.3亿元人民币的价格，剥离旗下事故车拍卖业务“丰顺路宝”，出售给博车网。而在去年3月，又将B2B二手车拍卖业务卖给58同城获得1.05亿美元现金。\n至此，优信目前最主要甚至是唯一的核心业务，只剩下2C业务，即“全国购”业务，该业务于2018年10月中旬正式启动。这部分业务的主要营收来自于佣金收入，也就是二手车平台按价格比例向消费者收取服务费用，因此优信二手车销量的多少在一定程度上决定了营收的高低。\n2020年9月，优信集团创始人、董事长兼CEO戴琨宣布，优信将采用自建库存的新模式；2021年4月6日，优信全国首家二手车超级大卖场落户西安。至此，优信自建库存模式战略转型走向正轨。\n此前，优信宣布，其二手车超级大卖场占地超24000平方米，拥有13个仓库，承载了仓储、检测、整备、上架拍照、门店展示等功能，而且车源覆盖全国40多个城市，可以满足消费者各类选车需求。\n值得一提的是，C2C模式下的二手车交易模式链条较长，从搭建采购团队到物流、再到仓储，都需要不小的开支。此外，想要实现标准化的流程，也非易事。在这过程中，优信等二手车电商平台在黑猫投诉上的投诉率居高不下，服务质量堪忧。\n而自建仓库的方式虽从某种程度上降低了物流成本，但在标准化建立起来以前，单纯卖车并不能支撑起优信的基本盘。据其财报数据显示，截止到2020年12月31日，优信集团2C交易量为2307辆，总收入3.23亿元，去年同期为4.664亿元，同比减少30.8%。\n这样的数字对于持续亏损的优信而言无疑是捉襟见肘，也因此，优信很早就开启了撤退、裁员之路。\n去年5月，36氪曾报道，优信开启大规模裁员计划。据优信内部人士透露，1000多名线下销售团队将被裁掉，700多人的车源部门也可能阶段性被裁。去年年底，据《每日经济新闻》报道，优信将再次关闭多个货源城市，最终只留下30个左右，而包括邢台、东莞等40多个交付城市也将会关闭；同时，优信正在加快将部分业务向西安转移。\n这意味着，用抛售其他业务以全力保证“全国购”业务正常运转的期望可能要落空了，而这也是优信最后的核心业务。可预见的是，在其他业务均被出售的情况下，单纯C2C的卖车生意并不能让优信走出困境。\n即使优信能够获得潜在的3.15亿美元的意向投资，按照过去几年的亏损情况来看，这笔钱或许也仅仅只能支撑一年。之后优信该如何走出困局，现在看仍是一个问号。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":163841272,"gmtCreate":1623877944196,"gmtModify":1703822114833,"author":{"id":"3573541608753389","authorId":"3573541608753389","name":"EuniceLee","avatar":"https://community-static.tradeup.com/news/746ef6f7f3258deedfd721080b8deaeb","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3573541608753389","idStr":"3573541608753389"},"htmlText":"Bbb","listText":"Bbb","text":"Bbb","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/163841272","repostId":1182006197,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":163897663,"gmtCreate":1623866902652,"gmtModify":1703822029503,"author":{"id":"3562723471400360","authorId":"3562723471400360","name":"Jack91","avatar":"https://static.tigerbbs.com/37b3a9c58de0697da299b8608ae7b967","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3562723471400360","idStr":"3562723471400360"},"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/163897663","repostId":1182006197,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":163197876,"gmtCreate":1623861674795,"gmtModify":1703821894059,"author":{"id":"3581557349980222","authorId":"3581557349980222","name":"Ryan 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