Capital defeat!The trillion track suddenly "burst thunder", the head platform capital chain breaks

Author:Kanjie Finance Time:2022.07.20

Another capital outlet suddenly turned off.

The capital chain is broken, and the Internet housekeeping giant — easy to go home has not been able to survive this summer. In the middle of the night on July 17th, it was easy to go to the official officials. The company's operating capital chain broke, and the sales of all business sales, delivery, and restoration time to be determined.

In fact, since the establishment of the home, it has been deeply trapped in the situation of "burning money and losing money". The financial report disclosed during its listing of the New Third Board shows that from 2014 to the first half of 2018, the company's cumulative revenue reached 87.18 million yuan, with a cumulative net loss of 137 million yuan.

O2O, which once sought after the capital, has fallen into the altar. Nowadays, the head platform in the field of Internet housekeeping has also encountered a broken capital chain. Can't help but reflect on? Is the Internet+traditional housekeeping a good business?

Suddenly collapsed

Another well -known Internet platform suddenly "burst thunder", and the official announcement of the capital chain was broken.

In the middle of the night on July 17, the official Weibo of the official Weibo suddenly issued a statement saying that due to the broken operating capital chain, and the continuous fermentation of negative information brought a heavy blow to the company's sales. From July 18th, it will easily suspend all business sales and delivery, and the restoration time is to be determined.

In the statement, it was easy to reveal a large -scale layoff information. It said that the debt of users, technicians, allies, suppliers, and employees is also organizing and clearing. According to the company's capital operation, it can be repaid gradually. The reply is slower, please forgive me.

This "fund chain break" statement instantly triggered a strong discussion among a large number of users and resident technicians. Some consumers commented that the refund application submitted in April this year has not yet arrived; in addition, many users said that they cannot add corporate WeChat and the platform cannot be opened.

Seeing that Caijing tried to open the official applet that was easy to go home, and tried to place an order and found that many products on the platform had been removed.

According to its official introduction, easy to home is an Internet housekeeping company that has been operating for 7 years, with a total of more than 10 million families, covering super -first -tier cities such as Beijing, Shanghai, Guangzhou, Shenzhen, Wuhan, Changsha, and has become the whole country. It has become the whole country. Well -known enterprises for housekeeping services and home appliance cleaning services.

In fact, the "explosive thunder" of easy home has long signs. Since May this year, it has frequently trapped the crisis of public opinion.

According to the easy -to -home official micro -show, in May this year, there were a large number of false remarks such as "easy to raise funds at home" and "easy to go home to run away". In response, it was easy to respond to it on May 26 that it did face huge business difficulties at home, which mainly included the following aspects: first, affected by the epidemic, business development difficulties, even stop working, and the surge in orders; Self -operated technicians have a large amount of fixed expenditure every month; the third is that the workplace in the first -tier cities requires home office, and the service brings is not timely.

Subsequently, in July of this year, it was easy to go home to officially stated that due to the epidemic situation in Beishang, Shanghai, Guangzhou and Shenzhen, companies encountered staged business difficulties. At the end of June this year, some technicians resigned from some technicians.

Regarding the company's dilemma, it is easy to give up at home and say that they will not give up, and they are actively seeking sorrows from the Shenzhen Municipal Government, Industry Association and their state -owned shareholders. Users are required to give more time and understanding.

"Burn money more than" is easy to get home

In fact, it is not difficult to find from the name. The main business that is easy to home is to provide a one -stop solution for family services, including cleaning, nanny, cooking, and home appliance cleaning.

Moving the traditional housekeeping business to the Internet is a type of O2O model that has exploded in recent years. It is easy to get rid of the curse of crazy burning money at home.

During the 2017-2019 period, it was listed on the New Third Board, raising 11.4 million yuan. At the same time, it was easy to disclose financial data from 2014 to 2018. During the period, although the company's revenue continued to grow, the company never got rid of the dilemma of losses. According to Wind data, from 2014 to the first half of 2018, the company's cumulative revenue reached 87.18 million yuan, with a cumulative net loss of 137 million yuan.

Perhaps due to continuous losses, financial statements are too ugly, and they can easily delist from the New Third Board on April 16, 2019.

Crazy burning money makes it easy to go home to continue financing, and take the O2O air outlet to easily get investment from well -known institutions such as Xiangfeng Capital, Guangxin Capital, and Deep Investment Control. Star Zeng Zhiwei and other investment in total of 150 million yuan.

According to the Tianyancha APP, from 2014 to 2018, it was easy to get 6 rounds of financing at home. In addition to the investors mentioned above, the microblog venture capital, Hengtai Capital, and Tianjin Yuanzhi Investment also participated in investment.

It is worth mentioning that recently, Li Wei, who was easily controlled by the home, was restricted to high consumption because of the relevant cases involved in the branch company.

Is there a future for Internet housekeeping

O2O, which was once sought after by capital, has fallen into the altar after falling into the altar. Nowadays, the head platform in the field of Internet housekeeping has also encountered a broken capital chain. Can't help but reflect on? Is the Internet+traditional housekeeping a good business?

In fact, the housekeeping industry is a very extensive concept, including clock services, cleaning and cleaning, moving services, hydropower maintenance, and subdivisions such as professional nanny, senior nanny, and early childhood education. With the rapid improvement of China's urbanization, the scale of China's housekeeping industry has risen rapidly. According to iResearch data, from 2015 to 2020, the market size of China's housekeeping service industry has steadily increased year by year. The market size in 2020 is about 909 billion yuan, a year -on -year increase of about 26%. It is expected to increase by about 2.12 trillion by 2025 to about 2.12 trillion Yuan, compounded annually increased by 18.5 %. At the same time, in 2020, the number of employees in my country's housekeeping industry increased from 23.26 million in 2015 to 36.96 million.

In addition, according to the data of Tianyan Check, the number of enterprises in the housekeeping service industry in the current China has also continued to increase. As of now, 2.65 million households are housekeeping related enterprises that are in the industry, survival, move in, and out. Among them, more than 80 % of housekeeping related enterprises were established within 5 years. Based on industrial and commercial registration, there were more than 1.19 million new housekeeping enterprises in my country in 2021, a year -on -year increase of 64%.

Although the scale of the industry has continued to grow, the housekeeping service industry is not a high -tech emerging industry, and it mainly depends on a large number of service personnel. Therefore, before the Internet model, the imagination of this industry has limited imagination.

With the involvement of capital, after the O2O model packaging, the Internet housekeeping once became a new outlet. A large amount of capital poured into this track, which gave birth to a number of Internet housekeeping platforms. As early as 2014, O2O housekeeping companies such as Aunt Gang, E Jiajie, Auntie came, Yunjiazheng and other O2O housekeeping companies received over 100 million US dollars.

However, after years of "burning money", capital finds that the operation of the Internet housekeeping service industry is very difficult, and it is highly dependent on offline. The scale is too slow and the network effect is small.

Moreover, the quality of each housekeeping service order is closely related to the quality of the service staff. Due to the unevenness of practitioners, complaints from major platforms continue to decline, and the return rate continues to decline.

A series of negative disadvantages have led to the rapid decline in the enthusiasm of capital investment in Internet housekeeping.

In 2020, the financing amount of China's Internet housekeeping service industry was only 520 million yuan, a significant decrease of 53.15%compared with 2019. In the first half of 2021, although the amount of financing of China's Internet housekeeping service industry reached 470 million yuan, the highest single financing was only 67 million Yuan.

The greater impact may come from the epidemic of continuous outbreaks, which led to the "pause keys" of the Internet housekeeping of offline services since the depth, which undoubtedly had a shadow on the Internet housekeeping industry again.

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