最近,共享办公巨头WeWork经历了一系列低谷:IPO未成功、资金濒临枯竭、想裁员却没有足够的遣散费...真是“水逆”到底了。在这种“绝境”中,WeWork方面同意了日本软银集团提出的收购计划,软银方面也已决定向WeWork注资95亿美元。
曾经的WeWork被认为是最具价值的初创公司,软银等一众顶级资本争相投资的宠儿,估值一度达到470亿美元,然而现在却被IPO市场弃如敝履,资本市场之残酷由此可见一斑。
而WeWork备受关注的另一个原因是它被孙正义极力看好。孙正义因投资阿里巴巴被称为“亚洲巴菲特”,也被外界认为有着如炬的慧眼,能够发现那些看上去不景气但是今后很可能会大有作为的企业。于是许多人选择相信孙正义,也相信共享办公会是下一个风口。
可人生的大起大落就是如此刺激,仅仅几个月的时间,WeWork的估值就一路断崖式下跌至80亿美元,这笔投资也被看成孙正义的又一败笔。事实上自从阿里巴巴之后,孙正义再没有什么代表性的正面投资案例,此后软银参投的Uber、Slack和这次的WeWork都属于负面案例。
除了孙正义被议论之外,许多人也认为共享办公本身是“伪需求”,将其贬低的一无是处。
可是共享办公真的如此不堪吗?起码在中国,共享办公还是颇有市场的。
近年来,在大环境下,创业逐渐成为一种趋势和潮流,“共享办公”的概念也随之兴起,WeWork算是这种概念的起源。不同的公司在同一空间内办公,最大程度上节约了资源,更让不同公司之间多了交流沟通的机会。自2015年起,共享办公模式就愈发受到中国小微企业的青睐,现在中国采取共享办公模式的企业达到4000家左右。
通常情况下,共享办公都是按月或按天起租的,而且是占多少地方付多少租金,一方面避免了资源浪费,另一方面也避免了企业多花冤枉钱。而且这种出租方式更加灵活,企业可以随时抽身。如此一来可以减少企业需要承担的风险,为小微企业的发展提供更好的环境。
除了性价比高之外,共享办公的环境一般都非常好。许多都颠覆了传统的中规中矩,更符合新时代年轻群体的办公潮流,更加自由有趣,也更容易激发员工的灵感与工作热情,这对于许多新式行业而言尤为重要。
对于地产商来说,在共享办公布局方面也颇具优势。凭借现有的资源体系构建商业配套生态系统,比起那种二次租赁的共享办公更易形成规模。现在共享办公行业主要的盈利途径就是工位租金,而其他增值服务可获得的收入有限。盈利渠道单一是弊病,最终会因租金上涨导致入驻率下滑。既然挣不了快钱,那就要扩大规模,放长线钓大鱼,这对于地产商而言更容易做到。
共享办公之所以不太景气,归根结底还是行业尚未成熟,并非没有前途。下一阶段,这一行业会进入洗牌期,中小规模的共享办公平台可能会逐渐被并购或被淘汰,而有实力的机构和平台将更多地占据市场空间。所以未来拼的是精细化运营与服务质量,优化用户体验,深耕细分群体可能会成为共享办公是否能够长久发展的关键。
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