Behind the $3.7 billion strategic acquisition, there is a smart lock!

The reason why Mobai was fancy by the US group, in addition to having a good riding experience and a huge vehicle scale, more importantly, it opened the door to the sharing economy for the first time through [smart lock].

A few days ago, Meituan announced the acquisition of Moby bikes with 35% of the US group equity and 65% of the cash, of which 320 million US dollars as a future liquidity supplement.

Suddenly, the Internet circle exploded!

Many people began to analyze why the US group is looking at Moby instead of OFO, Green Orange, Haro?

Why do the seemingly low-tech [bicycle] projects sell for billions of dollars?

I will not comment on the first question; but for the second question, I would like to say:

The storm of this round of sharing bicycle economy is not rooted in bicycles, but in the maturity and popularity of smart lock technology.

Why do you say that? With mature smart lock technology, built-in GPS module and app control lock switch, and online payment function, sharing bicycles will dare to "share", and will only wave in this era.

In fact, this point of view, as early as June last year, was voted for Moby's little horse and Zhuo Xiao who voted ofo in the circle of friends (si) theory (bi):

Behind the $3.7 billion strategic acquisition, there is a smart lock!


At the beginning of the debate, Xiaomao used the smart machine and the non-intelligent machine to share the bicycle with the two, while Zhu Xiaohu responded with “both sides are smart locks”. Then Xiaomao used a sentence to “smart lock”. definition:

Token is not smart. Two-way communication is required.

I saw this sentence at the time, I was a little excited for a moment - on the one hand, because I understood that Moby was stronger than OFO in the closed loop of operation, on the other hand, I also noticed the back of the [smart lock] of two-way communication. A huge trend of representation.

Yes, in this respect, the [smart lock] on the shared bicycle has opened up the sharing economy. Then, the door of the home [smart lock] is also likely to open another economy - home security represented by smart home. Convenient economy.

I have to admit that although the locks on shared bicycles and home doors are smart locks, the development direction of the two locks is completely different:

For example, the scope of application:

(1) The locks for shared bicycles are open to the whole people. Everyone has the right to open the smart lock as long as they pay the fee;

(2) The smart lock on the home door is only for family members (it is open for family members at any time), and no one else can open the lock until it is allowed by the family members.

Behind the $3.7 billion strategic acquisition, there is a smart lock!


For example, the pain point of the solution:

(1) The smart lock on the shared bicycle should ensure that the customer can unlock the lock after the payment is made, and the lock is closed after the use. The closed loop problem is solved.

(2) The smart lock on the door of the house should ensure that the customer is in trouble in the situation of forgetting the key and losing the key, or the problem that the key is too troublesome and the key is too much to be solved, and the problem of opening the door is solved.

Therefore, for the smart lock on the home door, it is better to have multiple [opening solution], at the same time, combined with family safety (such as property safety, electrical safety), community fee payment (including property fees, garbage disposal fees, hydropower) Fees and other functions, forming a "one-stop solution", this is the real sense of smart locks.

The words are good, but where do you find such a household lock?

Really, it is the Cadiz smart lock.

Why recommend it? Judging from the comprehensive strength, Cadiz has won the “Top 500 Suppliers of Chinese Real Estate Development Enterprises” for two consecutive years. It is also the smart lock brand that is most popular and trusted by consumers. It has won the “Double Eleven” network for three consecutive years. Sales volume first, twice to create a new record of Taobao crowdfunding category and global crowdfunding category record.

In addition, in addition to having a good price/performance ratio, Cadiz is the only smart lock company that has been selected as “2016 China Top Ten Integrity Smart Home Brands” along with beautiful brands such as Midea, 360 and Haier. ", Cadiz has won many firsts in the industry:

For example, it is the only whole industry chain enterprise with independent research and development, manufacturing, sales and after-sales service in the smart lock industry; the number of technology invention patents is the first in the smart lock industry; it is also the first brand of intelligent door lock manufacturers in the industry.

Cadiz visits CCTV

From April 9th ​​to 11th, 2018, the 2017 Kaidi Shi National Engineering Channel Partner Conference was held in Chengdu, Sichuan Province. On the spot, it set a good record of 520,000 sets on the spot. This once again confirms that Cadiz does not only occupy an absolute market share in the retail channel, but also is the industry benchmark. In the engineering channel, it is the wave of the Yangtze River and the strength is not to be underestimated.

The success of Cadiz in the market is the trend of smart homes, and it is also the result of winning the consumers with the boutique effect and leading the industry. At present, Cadiz has sales in all provinces and cities nationwide, with more than 10,000 terminal service outlets, supporting one hour of fast installation in most cities across the country.


The success of Cadiz in the market is the trend of smart homes, and it is also the result of winning the consumers with the boutique effect and leading the industry. At present, Cadiz has sales in all provinces and cities nationwide, with more than 10,000 terminal service outlets, supporting one hour of fast installation in most cities across the country.

Since 2016, many furniture and home appliance brands are pushing the concept of smart home, and smart locks are very likely to be the entrance to smart homes.

Why do you say that? Because the entry-level products have to meet three major characteristics:

1, high frequency use.

2. Ability to identify the user. Ability to connect to the cloud autonomously, combined with artificial intelligence, while generating big data.

3, the Internet of Things, seamlessly connected to the phone.

In this respect, while the smart lock meets the above three characteristics, it is more in line with the consumer's psychological needs for “security”.


In this respect, while the smart lock meets the above three characteristics, it is more in line with the consumer's psychological needs for “security”.

Through the binding of the smart lock, the above smart home appliance functions can be integrated into the smart lock app with one button. Therefore, the smart lock industry caters to the rise of smart homes and is one of the entry-level products of smart homes.

Therefore, let the user get rid of the limitation of the mechanical key and directly feel the convenient intelligent life. This is a key point for Caddy to do the smart lock.

It is believed that the transformation of locks from traditional hardware to consumer electronics, the exploration of Caddy's smart locks, is likely to open a new era of family safety and convenience economy.

This article was first published on WeChat public number: real estate gossip. The content of the article belongs to the author's personal opinion and does not represent the position of Hexun.com. Investors should act accordingly, at their own risk.

(Editor: Zhang Yang HN080)

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