Monster charging Q2 revenue decreased by 29%year -on -year?Should I watch the future of shared charging treasure?

Not long ago, we discussed the market changes of shared charging treasures. Without we expected, the overall performance of the first monster charging of shared charging treasures in the second quarter was not as expected. In the second quarter, revenue decreased by 29%year -on -year. Monster charging the loss of money, what should we think of the development of shared charging treasures?

1. Monster charging Q2 revenue decreased by 29%year -on -year?

According to the Blue Whale TMT Channel reported on September 8, the second quarter performance report released by Monster charging showed that the company's quarterly revenue was 690.5 million yuan, a decrease of 29%from the same period in 2021. The net loss was 184.5 million yuan, and the net profit of the same period last year was 8.2 million yuan.

According to the business division, the revenue of mobile equipment charging business in the quarter dropped from 931.6 billion yuan in the same period of 2021 to 672.6 million yuan in the second quarter of 2022, a year -on -year decrease of 27.8%; the sales revenue of mobile power from 31.6 million yuan in the same period in 2021 to In the second quarter of 2022, 13.3 million yuan, a year -on -year decrease of 57.7%; other business revenue dropped from 9.2 million yuan in the same period in 2021 to 4.5 million yuan in the second quarter of 2022, a year -on -year decrease of 50.8%.

The financial report shows that the POI (point) and cumulative number of registered users in the second quarter of this year continue to maintain a growth trend. As of the end of June this year, Monster charging a total of 895,000 POIs across the country, 11.6 million new users in a single quarter, a total of 310.5 million registered users, and 6 million online shared charging treasures. It is worth noting that, benefiting from upgraded channel strategies and innovative business models, the agent point of monster charging accounts for 38.9%at the end of the previous quarter to 43.2%.

It is worth mentioning that this is already a loss of losses for four consecutive quarters of monsters. The losses in the first three quarters were 79.44 million yuan, 68.48 million yuan, and 96.41 million yuan.

2. Should I look at the future of shared charging treasure?

We see that the first monster of the shared charging treasure has a significant decline in revenue. What do we think of this matter? How can we judge?

First of all, a relatively large performance decline in the charging of monsters, which is actually a normal phenomenon. Before we discussed the development of shared charging treasures, this problem has actually been discussed. In the first half of this year, it was affected by the epidemic. When the city has a certain signs of market development, the shared charging treasure companies that have been severely restricted by offline scenes are undoubtedly the most impact. The downside is a normal phenomenon. This is the inevitable result of the development of the entire market and the inevitable result of the changes in the macro environment. Therefore, for the current entire market, the charging of monsters has declined to a certain degree. Many people feel normal.

Secondly, as we have repeatedly said before, for the current shared charging treasure companies, the most important thing may be that the previous business model has been unsustainable. Shared charging treasure not only requires large -scale purchase of assets, buy a lot The supply of charging treasures requires a lot of money to provide a large price, and continuous market expansion in market points. This is actually a market competition strategy made by shared charging treasure companies to seize the market before, but now the entire market is now. From the perspective, using such a market competition strategy, there is actually a certain problem. After all, for the current market, the shared charging treasure company has no enough profits. Expansion is the most important for how to reduce costs for the current shared charging treasure company.

Third, we still maintain a previous idea. This is before the battery technology has not made breakthrough progress. The market demand of sharing charging treasure itself actually exists. However, for the current market, what exactly can the shared charging treasure developed, it may depend on whether the shared charging treasure company can truly make a difference in the market and truly find a market development path that balances cost expenses and profits. This may be the most needed for shared charging treasure companies.

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