All the players in the industry start charging water test water and intelligent dining cabinets into the next stage

On August 2nd, in Hefei, some areas of Meituan's dining cabinet began to charge rider. The news does not attract much attention, but it is of great significance to the industry: this means that almost all players in the industry have now turned around on a free road to start market -oriented business operations.

The unable to enter the park, the unreasonable telephone, and the wrong takeaway have always troubled the takeaway industry.

Smart dining cabinets do not have a long time, nor is it a rider for delivery. As a supplement to a diversified demand, taking the cabinet is indeed convenient, providing more options for users and riders in the scenarios such as delayed meal delivery or quasi -order food delivery needs. In recent years, different brands of dining cabinets have concentrated on universities, parks, and office buildings, enhancing the safety of non -contact distribution, and improving the delivery efficiency of takeaway riders.

In addition to Meituan charges in Hefei, before, in Nanjing, Chengdu and other cities, some brands have also tested water charges. The charging of the dining cabinet is only facing the rider. What is the convenience? You can see the results of the riders "voting with your feet". Data show that after taking the dining cabinet, the rider can save 4-10 minutes per order.

It is often said that "free of charge is often the most expensive." Why is it unable to continue? With the development of the industry's development, under a series of costs such as property entry, electricity charges, custom costs, and maintenance costs, intelligent dining cabinets are gradually charging. This test of water also triggers discussions, why is the charging, which points, and how much charges are reasonable and what models can promote the sustainable and long -term development of the industry and become the focus of discussion.

The point is valuable, and the rider "vote with your feet"

At the beginning of the smart picking cabinet, the biggest beneficiary was the takeoff. At the place where the office building, campus, etc. are not allowed to enter, the takeaway rider does not have to wait anxiously in place, and the user does not need to rush downstairs to pick up the meal. After the SMS or telephone notification, the two sides can reach a tacit understanding.

At the same time, some intelligent dining cabinets also have a thermal insulation function. Under the premise of ensuring food safety, it provides a thermal insulation effect for takeaway.

According to data, in general, the material components of intelligent dining cabinets meet the requirements of the national standards of food safety on the requirements of the nine major technical indicators such as sensory, heavy metal migration, and heavy metal content. standard. "Although the dining cabinet does not contact the food directly, considering that some takeaway foods are not a closed packaging, in order to better protect the safety of takeaway food, the platform still manages the national standard of food safety of food contact materials to manage the food cabinet." A brand introduced by a brand.

Therefore, the utilization rate of intelligent dining cabinets has risen rapidly, and even in short supply during lunch. "Before the dining cabinet is installed, it is difficult to say that the waiting time for waiting, like Jiajing Tiancheng, sometimes wait for 20 minutes. Occasionally encounter the situation where the user cannot be contacted many times." After picking the cabinet, this problem basically solved.

At present, the point with a higher utilization rate of intelligent dining cabinets is basically reunited with the location of takeaway high -frequency users. Takeaway starts from the white -collar market and the university market, so the penetration rate of these two important scenes is high. Hua'an Securities predicts that the two parts of the two parties in 2021 are 522 million. According to the National Bureau of Statistics, the Ministry of Human Resources and Social Security, the Ministry of Education, CNNIC and other estimates of urbanization and the number of netizens, it is estimated that the market for white collar and college market in 2025 will reach 590 million people.

Office buildings and colleges and universities are also the main application scenarios of smart dining cabinets at present. Near Beijing Dawang Road, the intelligent dining cabinet mainly serves the white -collar group of major office buildings. Due to the concentration of the surrounding office buildings, it is often facing a situation where it is difficult to find during lunch and dinner. "Based on the value of the point -based service, the utilization rate of the meal cabinet is high, and the single mouth is more than two times a week." The property staff of the building introduced.

According to estimates, during the peak hours, the number of take -out rides reached its peak, and the takeaway rider put the intelligent dining cabinet, which saved about 5 minutes in a single single. The cost of 1 minute is equivalent to a few cents. During lunch and dinner, the time to save can be connected to 2-3 orders.

Earlier, there were media reports that a smart industrial park in Hangzhou usually takes nearly 30 minutes in the past. After a smart takeaway cabinet, the order to send the cabinet can save nearly half of the delivery time for the riders.

Players test all the water tips, the industry is moving towards a new stage

In fact, after the takeaway market is stabilizing, under the influence of insufficient capacity and subsidy, the delivery cost has always remained relatively rigid. According to public data, from 2019 to 2021, the number of takeaway pens of Meituan and Hungry Mansion has achieved a large increase in the number of take-out pens, but the average distribution cost has not declined with the increase in order.

Industry insiders believe that this is related to the increased subsidy of takeaway riders during the epidemic period and the growth rate of takeaway orders. From the perspective of the average distribution cost of listed companies at 7.15 yuan/single, the overall takeaway industry is still seeking effective ways to improve efficiency.

Chen Liteng, an e -commerce analyst at the E -commerce Research Center, said that under the influence of the impact of epidemic affairs, the top of the Internet traffic dividend, the adjustment of the new policy of takeaway riders and the adjustment of the platform commission policy, the industry is facing greater cost pressure. In this context, smart dining cabinets have become the target of Meituan and Hungry. In addition, with the release of corresponding standards, the development of intelligent dining cabinets has also moved towards standardization and standardization. As the amount of intelligent dining cabinet exponentially increases, the corresponding costs are becoming more prominent. At present, the cost of intelligent dining cabinet customization, entry fee, monthly rent, electricity bill, maintenance fee and other costs are borne by the platform. Because the head takeaway platform still has profit pressure, the increasingly increasing cost of picking cabinets is also regarded as it is also regarded as it is also regarded as it is also regarded as it is also regarded as it is also regarded as it is also regarded as it is also regarded as it is also regarded as it is also considered as it is also considered to be regarded as it. Unsustainable.

"If the catering cabinet business has been losing money, or a delayed profit loss balance, it is likely to abandon the cabinet." Maintenance and other costs, "The demand for marketization requires market -oriented operation methods. Through the price adjustment of supply and demand, it can be selected and eliminated by the market to ensure sustainable services."

It is understood that the current major brands of cabinets are still at the stage of testing, and the average charging fee ranges from 0.3 yuan -0.6 yuan. According to the takeaway rider, different dining cabinets also have the monthly and annual payment model.

Who should bear the cost of taking the cabinet? At present, the charging of the dining cabinet is based on the logic of "who benefits and who pays", and only faces the rider. In the dialogue, most takeaway riders think that there are still two possibilities of charging. One can be calculated based on the time where the takeaway stays in the cabinet, and the binding of it in minutes after a certain time; If you need to charge, if the consumer designated the cabinet, it provides consumers with paid options, as is the rider.

There are also experts in the logistics industry that the current charging methods are relatively extensive, and the future charges should be more refined. Dynamic adjustments are made according to the supply and demand of different places and time.

Unlike the courier cabinet facing the community, the intelligent dining cabinet is mainly laid in some areas such as commercial buildings, schools, hospitals, and office institutions. Long, the charging model is expected to further refine and implement it.

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