The mobile phone is full of 40 yuan at a time!How does a shared charging treasure become a "price assassin"?

Beijing Youth Daily News, recently, the topic of shared charging treasure rises rushed to the hot search. The Beijing Youth Daily reporter saw that most of the current charging treasures are 3-4 yuan an hour, up to 10 yuan an hour. Consumers said that the price cannot be seen before lease, and it is hoped that manufacturers can increase price transparency. So who set up such a high price? The operator said that it was formulated by the merchant themselves. In fact, the days behind the technology and hardware providers are not good. From the perspective of the company's financial report, they have greatly reduced the prices of cabinet machines, and even to seize market share to significantly subsidize channels. The analysis believes that the decline in revenue in the past two years has been sharply declined, or it is related to the entire consumption trend under the epidemic, but the incomplete price of shared charging treasures affects consumer experience and then affects the industry's reputation.

Visiting:

The mobile phone is full of electricity at once, and it may take 40 yuan

A few days ago, the topic of shared charging treasure increased on the hot search, and the price of 1 yuan an hour was gone. According to a reporter from the Beiqing Daily, the price of most charging treasures in the urban area of ​​Beijing is 3 yuan/hour, and most of the charging treasures in the Sanlitun business district price is 4 yuan/hour, and one place reaches 6 yuan/hour. Some netizens even reported that shared charging treasures in some regions need 10 yuan an hour. The high price makes people say "can't afford".

Next to the vertical charging cabinet of Sanlitun, the pedestrian leased charging treasures can often be seen. Within five minutes, 7 or 8 people borrowed and returned the charging treasure in front of the cabinet. The price of shared charging treasure seems to be casual. For example, a 6 yuan/hour charging treasure is only 10 meters from the level of 4 yuan/hour charging treasure. As long as you cross the street, you can borrow cheaper charging treasures.

Some consumers told Beiqing Daily reporters that when the mobile phone was almost without electricity, they would borrow it when they saw the charging cabinet nearby, and reached 5-6 times a week when the borrowing frequency was the highest. "A few years ago, it seems to be 3 or 4 yuan for a few hours a few years ago. In recent years, it seems that it is all 3 or four." Many consumers said, "The price of 4 yuan for 4 yuan is high, and you can rent it ten times. Buy a charging treasure. " When asking if the charging treasure will be rented at 10 yuan a month, the interviewers say they will not rent.

Slow charging charging is also criticized by many users. Beiqing Daily reporter randomly leased the charging treasures of 3 different platforms. Meituan was displayed as 5V = 2.4A, that is, 12W, Monster charging display 5.0V = 2.0A, that is, 10W, Xiaodian display 5V = 2.1 2.1 A, which is 10.5W. At present, the mainstream mobile phone charging interfaces are 67W and 120W, that is, if it can be fully charged for about half an hour, it takes at least 4 hours to fill a normal capacity mobile phone battery. Therefore, consumers need to spend 12 12 -40 yuan can be fully electric at about once.

investigation:

The price of the charging treasure is determined by the merchant, and the platform basically does not interfere

A reporter from Beiqing Daily observed that charging treasures can be seen in most of the catering shops, beauty shops, and barber shops that provide seats, and convenience stores on the roadside can also see the cabinet of shared charging treasures. The owner of a convenience store said that the charging treasure cabinet only costs some electricity, and can make some money every month. However, the clerk of Yi Beauty Salon said that the charging cabinet in the store was "mainly for the convenience of customers, not making money very much."

So, what is the cost and income of the merchant? To this end, a reporter from Beiqing Daily contacted a number of hardware companies that were used as shared charging treasures. The reporter from Beiqing Daily found that the shared charging treasure industry now mainly includes four US group, monster charging, small electricity, and street electricity. The method of franchise cooperation can basically be divided into buyout and sharing system. The buyout is purchased at the price of more than 1,000 yuan a price, and the income platform will be extracted by up to 10%. The division system will be installed by the platform for free and the charging treasure cabinet.

In order to attract merchants to settle and join, the charging treasure platform gives certain preferential plans. For example, an operator with a platform said that the merchant stores that placed their own brand charging treasures can improve the store ranking on the corresponding takeaway platform and give promotion. Another operator owned by another listed company said that there were 50 units that were sent to 32 units and 100 cases to 75 cabinets. The average price of 6 -grid charging treasure cabinet was around 700 yuan. More favorable.

In fact, many platform operators revealed that "the lease price of the charging treasure is self -determined by the merchant, and the platform does not interfere." When asked if the pricing of 5 yuan/30 minutes or 9 yuan/hour is reasonable, they all said that they still have a reasonable range and the platform will not interfere. Only when the pricing is too high, the platform will provide some suggestions to help merchants get benefits.

Phenomenon:

In the past two years, the loss has been serious, and it is still in the stage of burning money

The shared charging treasure has long been a popular business and the darling of capital. Data from Tianyan Check shows that there are more than 300 shared charging treasure related companies in China. According to incomplete statistics, domestic shared charging treasure related enterprises have been blessed by many well -known VCs. Since 2016, the cumulative amount of financing has exceeded 40, and the total financing amount has reached 5 billion yuan. However, from the financial report, these companies are not good. Industry insiders said that the revenue of shared charging treasure companies in the past two years has also promoted their price increase strategy.

Chen Liteng, an e -commerce analyst at the E -Commerce Research Center of the Internet Scriptures, said that the former shared charging treasures were unlimited. With the sharing economy boom, the shared charging treasure industry ushered in a big explosion with the sharing economy in 2017. "Electric Digital Treasure" data shows that the scale of shared charging treasure market in 2018 increased by 230.9%year -on -year; in 2019, it also increased by 141.57%year -on -year. However, the single profit model makes it difficult for shared charging treasures to further develop, and the market's popularity for shared charging treasures is also declining. Monster charging as the "first share of shared charging treasures" has shrank more than 80 % of the market value. The reporter from the Beiqing Daily saw that the financial report of the first quarter of the Monster charging in 2022 shows that the first quarter of this year's operating income was 737.1 million yuan. From the perspective of operating data, the POI and cumulative number of registered users in the operation of the operating data maintained the growth trend. Increasing 12 million users, a total number of registered users reached 298.9 million, and the number of online shared charging treasures was 5.7 million. However, in this case, its net loss amount reached 96.41 million yuan, and the profit was 15.1 million yuan in the same period last year. This is a loss of losses for three consecutive quarters of monster charging, and the losses have expanded. Monster charging non -net profit in 2019 was 169 million yuan. In 2020, its net profit fell to 83 million yuan, and it lost 117 million yuan last year. For more than a year after listing, the stock price of Monster charging has fallen 80 %, and the market value has evaporated more than 1.6 billion US dollars.

According to the information revealed by the monster charging in the financial report, the business revenue in Shanghai from March to May 2022 decreased by about 93%, and the business revenue of Beijing area fell by about 74%from the end of April to May. Cai Guangyuan, chairman and CEO of this, said that in view of the continuous outbreak of the epidemic, this situation continued to adversely affect the passenger traffic of the offline POI POI in the epidemic area and the surrounding area. The large -scale epidemic that started in Shanghai and Beijing in March has had a more significant impact on the operation of the second quarter of 2022, but has seen the health recovery trend began in June.

The listing plan of Xiaodian Technology has also been stranded. Its prospectus revealed that Xiaodian Technology achieved net profit-036 million yuan, 137 million yuan and -104 million yuan from 2018 to 2020, respectively. Yuan. The prospectus shows that the incentive fees paid by the point partners and channel partners are 105 million yuan, 715 million yuan, and 1.013 billion yuan, respectively, accounting for 25%, 44%, and 53%of the revenue, respectively. Similar situations can also be found in the financial report of monster charging. In other words, the platform company's dependence on channels is very strong, and it is still in the stage of burning money and market share.

analyze:

Shared charging treasure income sources are single, experts support this

"The shared charging treasures of the same brand and the charging standards in different scenarios are different, and there are no specific rules for publicity, which leads to most of the shared charging treasure users. It affects the user experience, which leads to the industry's reputation and leads to the loss of users. The single profit model is the main problem facing shared charging treasures and restricts the further development of the industry. "

The shared charging treasure report released by Ai Media Consultation shows that the revenue of shared charging treasure companies is mainly due to the high degree of dependence of lease income to offline cooperative merchants. During the epidemic period, a large number of cooperative merchants in the country have a major impact on the industry. 79.6%of the respondents said that the behavior of using the product was affected by the epidemic, and the specific manifestations were reduced and shortened. In the use of the scenes, consumption scenarios such as shopping, medical beauty are less affected. With the return of tourism travel and offline entertainment scenes in the second quarter, the shared charging treasure industry has gradually recovered.

However, analysts believe that due to factors such as small competition barriers and low cost of user conversion, product rental is still the core business model of the current shared charging treasure industry. Develop customized products, cross -border cooperation, etc.

From the perspective of the co -director, researcher Pan and Lin of the Digital Economy and Financial Innovation Research Center of Zhejiang University International Commerce Business School, shared charging treasure companies are not worried about the decline in demand for price increase. Prior to this, the shared charging treasure had completed user cultivation. Of course, he did not cultivate the habit of using shared charging treasures, but the habit of without charging treasure. When the user has such a habit, naturally has the need for charging treasures, especially heavy mobile phone users, the loss of mobile phones may be greater than the loss of 3, 4 yuan/hour. However, Panhe Lin believes that although price increase can bring revenue growth, the profit space is still limited. Rather than diversify its products, it is not as diversified as strategic. Judging from the current development trend, the key to sharing charging treasure companies is still the market size. The sharing economy is the winner of the winner. Under the premise of surplus, it will occupy more market share at low prices as much as possible. At present, the market in domestic first- and second -tier cities tends to be saturated, but there are still the majority of third- and fourth -tier cities to be developed. In addition, shared charging treasure companies can also consider going out of the country and promote the popularization of multinational charging treasures. After all Do not difference.

Original title: Half Two Finance | Mobile phone is 40 yuan at a time! How does a shared charging treasure become a "price assassin"?

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