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Ofo is again involved in rumors of selling oneself,Do I have to decisively return the deposit?

Ofo is again involved in rumors of selling oneself,Do I have to decisively return the deposit? News about the little yellow car ofo "selling oneself" comes again。 8On the afternoon of March 22nd,There is news that,Ofo’s final agreement to sell itself to Didi has been reached,The company is valued at around US$2 billion。Dai Wei temporarily retains his position on the board of directors,Several other co-founders of ofo are out。 in the evening,Ofo co-founder Yu Xin forwarded the message in Moments and responded.:Fake。

ending? still early。 01 Why do you say "again"? recent months,The frequency of rumors about Ofo being exposed as selling out to Didi is indeed quite high! In April this year, there was news that,Didi executives are already advancing negotiations to acquire ofo,The acquisition news will be officially announced around June。At that time, Yu Xinfa said in his circle of friends,as a board member,Haven't heard about this。

7There is another news in the month ,Ofo and Didi are still at odds over the acquisition price.。In addition to Ofo’s denial statement on its official WeChat account,Yu Xin replied on WeChat:,things that don't exist。 8There is news again in the month,Didi and Ant Financial will jointly invest in the acquisition of ofo,Priced at US$1.4 billion,At the same time, it will also assume an additional US$200 million in debt of ofo.。Yu Xin expressed this in his circle of friends:So fake,Use your brain a little bit。

most recently,This is the third time ofo has refuted rumors within a month.,Didi, on the other hand, remains silent.。 02 No storm without waves,Everything happens for a reason! Are the rumors of "selling one's body" true or false this time?,Little knowledge makes it difficult to draw conclusions,But what is certain is that,Repeated "selling oneself" remarks,It's not groundless。 Enter 2025 summer,Ofo, which had aggressively deployed overseas, entered the rhythm of a "big retreat"。

According to public media reports,Ofo will soon launch from India、Israel、middle East、Australia、Germany、USA、Spain、South Korea, etc. 8 Countries and regions have withdrawn or suspended operations。 on the other hand,As bicycle supply tends to be saturated,Ofo’s supply chain has also been in a state of adjustment and reduction.。 According to the Beijing News report,Several bicycle suppliers stated,2025 Ofo has been discontinued at the end of the year。

5 Month 6th,Shenzhen Phoenix issued an announcement saying,Ofo planned to purchase orders from it last year,I only kept my promise 40%。Feige also said that starting from last year,Ofo’s order volume dropped by at least half。 also,There is also news that,Ofo's overall layoff ratio reaches 50%。

Although ofo quickly denied this statement,,The official said that "ofo operation and maintenance personnel have been reduced from 12,000 to 9,000" as a "reorganization of the team",rather than "layoffs",But it still confirms the fact of ofo layoffs! 03 And behind all the rumors,This is the reality that ofo’s funds are under pressure。 since 2025 end of year,Issues of tight capital chain and misappropriation of deposits have been exposed within Ofo.。

According to Caixin reports,As of 2025 Year 12 moon,Ofo only has funds available for deployment on its books

  1. 5 billion,appropriate 30 100 million yuan deposit。

2025 Year 1 moon,Tencent News once reported that,”Ofo account has less than available funds left 6 100 million,If you press ofo monthly 4 100 million- 5 100 million yuan in personnel wages, operation and maintenance expenses, etc.、and calculation of deposits for continued outflows,Ofo’s cash on hand can only last for one month。” Although ofo stood up to refute the rumors,But paper can't contain the fire after all.。

Public information display,2025February,Ofo twice mortgaged chattels in exchange for Alibaba

  1. 7100 million yuan in loans。3moon,ofo announces completion of E2-1 round of financing
  2. 66billion US dollars,Alibaba led the investment。67th day of the month,from Ali
  3. 5The loan of 100 million yuan has reached the repayment period。There is news that,After repaying this loan, Ofo is again trying to obtain funds by mortgaging chattels。

04 Compared to Ofo’s Prisoner’s Dilemma,Meituan’s Mobike is a different story。

When ofo charges,This year 7 Yue Mobai announces nationwide deposit exemption,and type ” Environmental friendly ” flag,Announcement of waste bicycle development 100% recycling program,Plans to recycle in Shenzhen at least 10 Thousands of old cars,At the same time no less than 5 Thousands of new models ” salmon ” Mobike bicycles have begun to be scattered at major subway entrances in Shenzhen。 in this case,Being acquired by Didi may be the best way out for ofo。

No matter how the cracks occurred before,Didi wants to be a one-stop large travel platform in China,It is bound to make a difference on the battlefield of two wheels。If we look purely at the superposition of daily activity,Didi 3000 Wandaihuo plus ofo 4000 Ten thousand,7000 Who can rival Ten Thousand Days of Life? This is the perfect travel route。 Didi also has a strong desire to acquire ofo.。

Travel is an extension of Didi’s main business,Sharing bicycles is an important part of it,Only relying on the acquisition of Xiaolan Bicycle and the launch of its own brand Qingju Bicycle,Can only expand in third- and fourth-tier cities。Ofo’s placement volume in first- and second-tier cities,It is Didi’s most valued resource.。 After acquiring ofo,Didi can also compete with Meituan, which has acquired Mobike.。

05 After a drastic industry reshuffle,The trend of bicycle companies on the market also sends clear signals:Shared bicycles have evolved from competition in a single business format,Upgrade to traffic among giants、Competition at levels such as ports,Every key action of the participant,They are all in a web of power struggle.,Strength waxes and wanes,Together, they lead the protagonist and the plot to their respective endings.。 Ofo’s road to independence,Can you persist until the end? Xiaozhi believes that there will be an answer soon!


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