The highest 1 hour is 10 yuan, the shared charging treasure has risen "crazy"

Improve products and services

In order to win the favor of consumers

Recently, the shared charging treasure topped the name of "Assassin" and rushed to the hot search. Once paid 5 cents per hour, now the fee is 4 yuan or even 10 yuan per hour. The shared charging treasures everywhere in life have become the focus of public opinion. Many netizens said that "this is to encourage everyone to buy the charging treasure by themselves."

A few years ago, under the name of "sharing economy", the shared charging treasure was favored by capital. In just 10 days, the amount of financing was as high as 300 million yuan, and more than 20 institutions entered the game. At that time, the smartphone was complete, and the power consumption was getting faster and faster. Charging became a high -frequency demand. With the "sharing economy" air outlet, the shared charging treasure quickly moved towards the market. According to public data, as early as 2020, the scale of shared charging treasure users was close to 300 million.

At present, the shared charging treasure market shows the concentration of head enterprises. In 2021, the monster was charged and listed, the street electricity search merged, and Xiaodian was also sprinting the IPO, forming a "three electricity and one beast" pattern. However, under the epidemic, the shared charging treasure companies that focus on offline scenes are actually under pressure. The competition on the channel is becoming increasingly fierce, and the point of battle is intensifying.

According to a third -party agency report, the market size is calculated with the operating income of shared charging treasures. It is expected that the average annual compound growth rate will reach 20.8%in the next five years. In the case of good prospects, the price has risen, but the losses are increasing. The service has been voiced by users. The shared charging treasure companies still cannot find the business increase. At present, the situation is very embarrassing.

The charging 1 hour charging up to 10 yuan

"I am a big electricity household", a shared charging treasure user from Beijing told China News Weekly that due to the often required to participate in business activities, the mobile phone is used to borrow shared power banks when it is out of power, but the recent use price " "Tingling": "Toll 4 yuan in less than half an hour."

In addition to questioning the price of shared charging treasures has risen recently, the above users have also found more details. When he checked the order in the past, he found that one time he used the shared charging treasure of Xiaodian. It took 2 hours and 5 minutes and the fee was 12 yuan. However, the charging standard is 4 yuan and 1 hour, and the free is returned within 3 minutes. It is calculated at less than 1 hour.

"This means that I received 4 more yuan for 5 minutes. Is this reasonable?" The user questioned.

According to public surveys, business people, young women, car users, game users and video users among the shared charging treasure users are more frequent. The charging treasure and low sensitivity to the price have become loyal payment user groups. However, recently these users with lower price sensitivity also feel the "high climbing" shared charging treasure.

Earlier, according to media reports, in many cities such as Shanghai, Hangzhou, and Nanjing, the price of shared charging treasures increased to about 4 yuan per hour, and some popular scenic spots were as high as seven or eight yuan per hour. The reporter visited found that in major business districts in Beijing, the charging standards for shared charging treasures were different. The shopping malls in the core business district, the bustling tourist attractions and streets are often high, generally 4 yuan to 6 yuan per hour. At individual points, the price is higher, reaching 10 yuan per hour, such as at some attractions and high -end sales places.

In fact, different shared charging treasures may be different in the same place and charging standards. Check the applets of each charging treasure manufacturer, take the area near a core business district in Beijing as an example. Most of the monsters charging the charging is 2 yuan per hour, and the free will be returned within 3 minutes. 1.5 yuan or 2 yuan per hour, returned within 3 minutes. However, the difference is that some places are calculated in 30 minutes in less than 30 minutes, and some places are calculated in less than 1 hour, and the difference between two places is often only a few hundred meters.

A shared charging treasure staff revealed to China News Weekly that the shared charging treasure has not had a uniform price, and the price of each point is not the same, because there are direct operating points and agents in the middle. Talking to the price of the merchant, there will be differences in the final price. "Many times, the company's control of the price is not so strong, and the artificial manipulation space is relatively large." The staff member emphasized.

Shi Songpo, vice president of Locke Capital, pointed out that "Most of the early charging treasures are charged for 1 yuan per hour, and most of them are concentrated at 3 to 4 yuan per hour. This price increase is not a case in the sharing economy industry, and bike sharing is also increasing. At present, the industry does not have a uniform pricing rules, especially when the proportion of agency models is increasing, the price control of the charging treasure manufacturer has become weaker. The same floor and the same brand of different prices. "

Why become a "assassin"?

Around 2017, it was in the period when the function of smartphone functions was well developed. During the prevalence of various large -screen applications. At that time, the average length of the Chinese people used mobile phones to reach 1.86 hours a day. However, the power problem of mobile phones was not resolved. The shared charging treasure has become a wind. Players from all walks of life have poured into the industry, occupying densely traffic in major shopping malls, stations and other people. Capital has also entered the game. The amount of financing in just 10 days reached 300 million.

Within a year, the leading enterprises have announced their profitability: the calls first announced the profit and loss balance, and then the street electricity and small electricity announced their profit. Monster charging financial report data showed that the net profit in 2019 and 2020 reached 166 million and 75.4 million yuan. In 2021, the monster charging was listed in the United States, which demonstrated the business model of shared charging treasures. In 2021, the concentration of the industry was further improved, and Xiaodian Technology submitted a prospectus to seek listing; the merger of street electricity and search electricity was merged into Zhumang Technology, forming a pattern of three competition in the "small bamboo beast". According to public reports, in the first half of 2022, the concentration of the number, transaction volume, and order volume of the shared charging treasure industry increased compared with 2021, and CR4 (the top 4 shareholding in the industry) exceeded 90%. In fact, in the past few years, the price of the charging treasure has increased several times in the past few years. In the second half of 2019, the price of shared charging treasure increased to 2 yuan per hour. In the second half of 2020, the charging standards of major platforms increased to 3 yuan, and this year reached 4 4 EM hour.

Shi Songpo said that in the sharing economy, the price increase of shared charging treasures is still fast. The primary factor of collective price increases is that it has passed the industry shuffling period that rely on low -cost drainage. At the stage, these companies originally pursued market share and now turned to profits.

"In fact, the price of shared charging treasures is not expensive. For example, it is normal to take a bus and subway and take a few dollars in five minutes, but the shared charging treasure has caused so much controversy, it is still because of the problem of the service." Consulting CEO Zhang Yi emphasized that if the quality can be better, it doesn't matter if the price is expensive.

In media reports, a user leased a shared charging treasure from Search Electric in a hospital in Kunming, Yunnan. However, when returning, it was found that the display warehouse could not be returned, and there was no return point nearby. This user does not know what to do for a while. In addition, there are two types of shared charging treasures in this small program. These two models do not support mutual repayment. The user inquires customer service in this situation, and customer service will ask for customer service. Customer service will ask for customer service. Mailing is required to return, and users are required to bear the cost. The user expressed dissatisfaction, and the company's company did not give a solution.

Earlier, the regulatory authorities conducted a survey of the pain points of the shared charging treasure service. During the survey, it was displayed that it did not stop billing after returning, the loan is easy to return, and the price identification was not significant, and the charges were unreasonable. In the black cat complaint platform, there are as high as 70,000 complaints on calls, as high as 25,000 complaints on Xiaodian, and 15,000 complaints on the charging of monsters. Propaganda, etc.

A picture circulating on the Internet shows that a user has purchased more than 40 shared charging treasures in the past two years. Generally, the shared charging treasure will have a "buy out" mechanism. The regulation is not returned (about 7 days) after charging, and the total deposit will be deducted by 99 yuan. Many users who have forgotten the return of the charging treasure often take this "loss" 99 yuan to bring the shared charging treasure home.

"Recently, the shared charging treasure has been controversial. The core problem is that the price has risen to a certain extent, but the product services and quality generally show a decline, and the price and services are far from the expectations of consumers." Zhang Yi told China News Weekly. The most widely criticized charging treasure is the slow charging speed, so it is not high in terms of consumer satisfaction.

The dilemma of a single profit model

In the past two years, affected by the epidemic, the business of sharing the charging treasure is not easy to do.

According to the financial report data, the revenue of monsters in the first half of this year reached 1.427 billion yuan, which was 1.819 billion yuan in the same period last year, a significant decline year. In fact, the monster charging has declined year -on -year in three consecutive quarters. In the fourth quarter of 2021, the first quarter of 2022, and the second quarter of 2022, revenue declined year -on -year 9.7%, 13%, and 29%, respectively. Essence

In terms of profits, in the first half of the year, monster charging loss reached 280 million yuan, and in 2019 and 2020, the monster charging profit, the net profit added up to 242 million yuan. At present, Monster charging has been losing money for four consecutive quarters, and losses are continuously expanding.

According to the financial report, the admission fees and commissions paid to the merchant paid to the merchant increased year by year. In 2019, the income of this expenditure was 48.2%, and the data in 2021 reached 61.1%. Shi Songpo believes that behind the increase in prices and pursuit of profits is not only because of the increase in market concentration and oligopoly monopoly, but also because of the single profit model of shared charging treasures, serious losses, and fierce competition.

"You can see more and more commissions for companies such as monsters charging. This is because the manufacturer has to do a compromise that the manufacturer has to do in the winter. With the further pressure of the industry's profit The focus of shared charging treasure companies, the intensification of high -quality points has led to the increase in the cost of paving venues. Both admission fees and commissions are increasing, further helping to push the charging treasure price increase. "

The above -mentioned shared charging treasure staff pointed out that the business of shared charging treasure is "eating traffic", and the income of rental charging treasure frequency will increase, so the point is very important. There are many people with a large number of people, so these places will be higher in pricing. If it is directly operated, raising a very large ground team, the cost pressure is great. Therefore, companies such as monsters charging this year turn to agency operations. In this way, it is mainly to make money by renting machines, but this leads to a result that the pricing power is controlled by the agent. Zhang Yi said, "In recent years, the shared charging treasure company has encountered a lot of loss pressure. The main reason is that the channels of channels are in the battle. Everyone is overdrawn price and profits. ","

According to public data, it is expected that by 2025, the market size of the shared charging treasure will reach 27.8 billion yuan, and users will exceed 700 million people. Zhang Yi believes that at present, the degree of intelligence of mobile terminals is getting higher and higher, and the demand for electricity consumption is increasing. The battery life has not yet achieved fundamental solution, so the future development of shared charging treasures still has room for space. He also emphasized that improving products and services can win the favor of consumers.

Right now, Zhumang Technology is developing new businesses such as electric car sharing charging piles and smart retail containers. Monster charging has relying on millions of charging treasures to incubate liquor brands through private flow flows. Short video field.

"The shared charging treasure has actually become scale, and the popularity of first -tier and second -tier cities is already very high. However, the problem of profitability in the cold winter is prominent. Bringing new increments, but it takes time to verify whether it can really solve the single profit model.

Author: Meng Qian ([email protected])

Edit: Li Zhiquan

Operation editor: Ma Xiaoyi

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