Shared charging treasures and shared bicycles increase their prices together, whether the sharing economy becomes expensive or becomes taste?

Author:Intersection Time:2022.09.19

"5 volts of 10,000 millions of shared charging treasures, 0.05 degrees of electricity for an hour, but consciously collecting 4 yuan. Is it the century -old" electricity 'passed down by Edison at that time? " The talk show "has recently been popular on the Internet and triggered a wide range of resonance.

The sharing economy represented by shared bicycles and shared charging treasures is booming, facilitating the lives of residents and improving the efficiency of social resource allocation. However, when the once -quality and cheap shared service allows many consumers to call "can't afford it", is the shared consumption "taste"? How can the sharing economy "win -win" with consumers to achieve sustainable development?

"Sharing price" has risen 4 times in 4 years

Last month, Suzhou Citizen Shengsheng went to Mi Village Bibimbap in Mi Village in Wuzhong Wanda Plaza. He borrowed a shared charging treasure in the store. When it was returned, it was displayed for 1 hour and 16 minutes. The charge was 8 yuan. According to the valuation rules, even if it only takes 1 minute, it will be charged at 2 hours.

"The current shared charging treasure dare not borrow it at all", "Shopping it with a charging, it takes 2030 yuan" "You charge its electricity, it sucks your blood" ... In the past few days, many people spit on social media. The experience of being shared with the "tingling" of the shared charging treasure,#shared charging treasure rose to 4 yuan per hour#, and once rushed to Weibo hot search.

According to the report of the Huajing Industrial Research Institute, as of the end of last year, my country's shared charging treasure point has increased from 300,000 in 2017 to 3.8 million. At first, in order to quickly occupy the market, the manufacturer was used for free. In just a few years, the shared charging treasures were quickly rolled out in public areas such as restaurants, commercial complexes, and subway stations in major cities, and became "standard" in urban infrastructure.

What is intriguing is that as the point continues to increase, the price of shared charging treasures has risen all the way. In 2018, most of the mainstream brands shared charging treasures per hour are mostly about 1 yuan. From the second half of 2020, the charging standards generally increased to 3 yuan. Recently, the reporter ’s investigation found that in the central urban business districts such as Nanjing Xinjiekou Central Shopping Mall, Muzi Temple Horosteen, and Jianye Wanda Plaza, the use price of shared charging treasures in various brands generally rose to 4 yuan/hour. In addition, the shared charging treasure has also opened the segmentation pricing mode. In the transportation hub areas such as high -speed rail stations, and some people with large traffic areas and bars, the rent is as high as 6 to 10 yuan/hour.

The "price increase" has also spread to the field of bicycle sharing. Zhao Xin, who worked at the Nanhu Road Sub -branch of China Merchants Bank Nanjing Branch, had a personal feeling. "When I first worked in 2016, it was less than 1 yuan for a shared bicycle, and the monthly card was less than 10 yuan. Now the monthly card has risen. By more than 30 yuan. "In January and August of this year, Harbin and Meituan bicycles have issued announcements. Without discounts, 7 -day cards have risen from 10 yuan to 15 yuan, and 30 days of card from 25 yuan It rose to 35 yuan, and the 90 -day card rose from 60 yuan to 90 yuan, ranging from 40%to 50%.

The price increase of the sharing economy has attracted regulatory attention. In June last year, the Competition Bureau of the State Administration of Market Supervision and Administration, in conjunction with the Anti -Monopoly Bureau and the Online Supervision Department, held administrative guidance meetings, requiring Harbin, Green Orange, Meituan, Monster, Xiaodian, Calling, Street Electricity, Search Electricity, etc. The shared economy brand operating enterprise has rectified within a time limit, clarifies the pricing rules, strictly implements the price bidding, regulates market price behavior and competitive behavior, and has a total of 4.26 million shared charging treasure brands participating in the rectification, accounting for about 80%of the market share.

Why is the sharing economy more and more expensive?

According to traditional economics theories, the higher the market share, the lower the comprehensive cost. Why does the sharing economy go against it? In the announcement, the bicycle and Meituan bicycles mentioned that the increase in hardware and operation and maintenance costs is an important reason.

"In the past year, the price of bicycle raw materials has increased significantly. Taking core component materials as an example, its cost accounts for more than 20%of the bicycle cost. %. "Li Jincan, chief analyst of the consumer industry of Tou Leopard (Shanghai) Research Institute. According to data released by the China Bicycle Association, the prices of upstream raw materials upstream of bicycles increased by more than 10%year -on -year in the first quarter of this year.

The shared bicycle loss rate is high. Despite the rise in raw materials, companies have to update and replace the old vehicles and damaged vehicles on the market in proportion. According to Nanjing Urban Management Department, there are currently 95,000 bicycles in the Nanjing market, 150,000 green orange bicycles, and 60,000 bicycles in Harbin. The average usage cycle is three years. Last year, the three major shared bicycle companies that accounted for the main share of the Nanjing market replaced about 120,000 bicycles.

Storage, logistics, launch, maintenance, etc. also constitute the rigid cost expenditure of shared bicycle companies, especially the large number of bicycles and scattered bicycles scattered in the city need to invest a lot of labor cost scheduling. At noon on September 18th, when the reporter saw Master Chen at Yuantong Metro Station at Jian'er District, Nanjing, Master Chen, an outsourcing person in the Orange Bicycle Outsourcing, he was moving off a bicycle from an electric tricycle and placed to the designated parking point. "I am mainly responsible for the operation and maintenance near Yuantong Station, and dispatch an ordinary bicycle income for five; the revenue of the car that has not been used for more than 30 days is about three pieces; if it is not in the prescribed area, if someone is riding on a bike It is not easy to be found, and the scheduling one can earn five yuan. "He introduced that he dispatched an average of about 200 vehicles per day, with a monthly income of 6,000 yuan to more than 10,000 yuan.

The rise in costs also exists in the field of shared charging treasures, while the most up of the rise is that high -flow merchants increase the "admission fee" and share proportion. According to industry insiders, in some bars with large passenger flows, the "admission fee" has reached 200,000 yuan each year. At the Xi'an characteristic noodle restaurant in Beixi Road, Gulou District, Nanjing City, the boss Chen Wei said that the Meituan charging treasure in the store was charged at 4 yuan per hour, and he could be divided into 1.5 yuan, accounting for nearly 40 %. "Charging is just needed, and business is not bad. But we are small shopside shops, and the platforms with the platform are not strong and the people with a large number of people get more. The reporter learned more." The reporter learned that the shared charging treasure as a storage as a storage For equipment, the problem of severe charging efficiency and rising failure rate at a higher frequency of use. In places with large traffic and less charging facilities, the update folding speed of sharing charging treasures is also amazing.

In front of sharing platforms, individual consumers are often in a weak position. "Large -scale sharing economy platforms have high dominance for transaction methods, pricing models, transaction frequency, settlement tools, responsibility distribution, etc., and consumers lack bargaining ability." "China Sharing Economic Development Report (2021)" believes that this is this is that this is this is that this is this is that this is this is that this is this is that this is what this is. Important reasons for the phenomenon such as "frequently adjusting price" of shared platforms.

The service should rise with the price

As a "senior user" of shared bicycles, Zhao Xin has encountered many times and even swept a few bicycles, which could not be unlocked due to "vehicle failure". Turn on the handlebars, the brakes are not effective, the car seat cannot be adjusted, and the vehicles are not clean.

"From the perspective of price increases, there is no more than the" last mile "from the subway station to the unit from the subway station." Zhao Xin said that the shared bicycle should ride the riding. Still have to ride. However, there are less parking points, vehicle failure, etc., and the company should improve the price at the same time.

In the black cat complaint, search for keyword charging treasures, and more than 80,000 complaints. The most talked about the charging speed is too slow, often "more than an hour, the mobile phone power is only less than 20%." Xiaohongshu netizen "Qingfeng, who has a hand -eye -catching sky" said: "Every time I use a charging treasure, I am afraid that there is no place to pay it, or the place where I can return is already full. If technology can, it should be repaid like a library delay. Similarly, return it within a certain time. It is not like a taxi, as long as you don't get off the car, the watch will be jumping. "

In response to the issue of shared charging treasures, since this year, the Shenzhen Consumer Council has investigated multiple brands. The results show that 95%of the shared charging treasure baying points have not listed the charging standards. The Shanghai Consumer Consumer Commission found in the consumer inspection that only "electricity full" cabinets will be repaid successfully by voice reminders when returning. Unreasonable fees are generally existed.

"The biggest dissatisfaction of consumers is that after the product price is rising, they have not felt the improvement of service quality." Li Wei, a researcher at a securities company, analyzed that the direct financing of China's sharing economy in 2015 was 62 billion yuan. By 118.5 billion yuan. In the early stage of the platform, the subsidy strategies were mostly used to attract consumers at low prices or even free use of products to increase market share. At present, the "burning money" war is basically over. If you cannot improve the service simultaneously, consumers who are accustomed to low -priced sharing economy may "vote with your feet".

Relevant sources of Ai Media Consulting Group believe that the price increase of shared products is a market adjustment price. However, cherish user resources, focus on user experience, and improve service level is the long -term plan for sharing consumption sustainable development.

The sharing economy should broaden the "track"

Surprisingly, the shared consumption has risen again and again, but the industry head enterprises have not yet got rid of the loss. The reporter found that the green orange bicycle sharing was still in a loss in 2021. Monster charging the second quarter of this year's financial report released on September 8 showed that revenue was 690.5 million yuan and net loss was 184.5 million yuan.

The iResearch report pointed out that the leasing business accounted for about 97.2%of the overall transaction scale of shared charging treasures. For example, monster charging revenue revenue last year contributed 96.37%. The revenue of bicycle sharing enterprises also mainly relies on riding expenses and advertising, which is difficult to achieve the balance of revenue and expenditure.

"The general profit model of the sharing economy is relatively single, which makes the cost pressure cannot be shared. It is necessary to find a new growth pole." Li Wei believes that the sharing economy itself is the product of technological innovation and business model innovation. To a certain extent, the business model of the sharing economy is returning to rationality. In order to achieve breakthroughs, we must reconstruct the logic of profitability and develop new growth paths in order to convert the accumulated scale effects into cost competitiveness.

Related companies are exploring a diversified layout. The reporter learned that Harbin has launched the online ride -hailing service "Harbin taxi" in October 2020. As of April this year, Harbin taxi has covered over 200 cities across the country. The two -wheel -wheel -wheel -wheel -time power brand "Xiaoha replacing" has completed multiple rounds of financing in the past two years, and its business has landed in over 300 cities across the country. At the end of July this year, Zhumang Technology opened the "1+N" development strategy. In addition to sharing charging treasures, it also deployed shared storage storage, shared vending machines, and shared entertainment equipment.

"At present, the sharing economy is mostly a life service type, and there is still great development in the production service field in the future." Song Xu, the founder of Nanjing Ambols, believes that the sharing economy is not only to share a certain product, but also to share a certain "ability ability ability ability ", There is also a lot of promising on the corporate service market. Ambols launched this year's "Bacon 竢 竢 安 安" applet, which can provide companies with fiscal and taxation services online. Wuxi Daming Industrial Technology Group's shared service platform for innovation in China can provide manufacturing enterprises in more than 30 industries with material recommendation to "cutting, grinding, cutting, molding, welding, heat treatment, machine processing, spraying, and total installation" nine The processing combination plan for large processing technology has served more than 70,000 customers and more than 30,000 active customers. It is estimated that the scale of my country's shared economic market trading last year was nearly 3.7 trillion yuan, a year -on -year increase of 9.2%. Insiders believe that in addition to adjusting prices, sharing economy enterprises should return to shared sources, scientifically use modern digitalization and information technology, and through refined operation and scientific management, deeply cultivate platform data, traffic, scenes, effectively improve service quality and level, realize the realization Win -win for enterprises and consumers.

Xinhua Daily · Jiaojiao Point reporter Chen Cheng Lu Xiaolin Fu Yanyan Lulin

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