The head company is engaged in a war of monopoly and anti-monopoly.

Editor’s note: This article is from WeChat public account “Node Finance” (ID: jiedian2018), the author Xianbao; authorized to release.

“The outside world questioned the shared charging treasure. I think it is normal. All the great things are controversial and controversial.” It is now three years since Yuan Bingsong, the founder of the call technology, said this sentence. In the past three years, this industry has been like a roller coaster ride, from the bombardment to the real money, from the crowd to the disappearance of the real venture capital topic.

In the capital circle, there have been two very different views. Some people have come up with the financial model of the shared charging treasure manufacturer to prove that this is a profitable business. Some people think that sharing charging treasure is just a business, not a new industry, and the investment value is not big. Even Yin Ming, a partner at Blue Lake Capital, said that shared charging treasures obtained phenomenal investment because China’s TMT venture capital encountered the most anxious period in history.

On every balanced balance, it is difficult for anyone to stand up and prove or falsify.

In 2019, the shared charging treasure has a tendency to develop upwards. On April 17, the monster charged a new round of financing of 30 million yuan. It has been more than a year since the last round of financing in the last industry. Jumeiyoupin reported that the street has achieved large-scale profit in the past year. At present, it has become the pillar of Jumei’s excellent products; in recent days, the sharing fees for charging treasures in some regions have increased; it is reported that the US group reviews will also restart the shared charging treasure project in the country. All kinds of deeds show that the industry is reviving vitality.

The founder of the small electric power, Tang Yongbo, predicted that this year’s shared charging treasure would be a very fierce year. “If we were based on hard work and hard work in the early days, by 2019, individual heroism may not work…”

Yuan Bingsong also believes that in 2019, the annual income of 500 million yuan will become the life and death line of the shared charging treasure enterprises, and even the phenomenon of mergers and acquisitions will appear.

Genes and Patterns

According to Ai Media Consulting data, the number of shared charging treasure users in China will reach 305 million in 2019, and the number of users will increase to 408 million in 2020. In 2019, the growth rate will gradually fall back to 55.6%.

After more than three years of exploration, the business model of sharing charging treasure has gradually become clear. After the end of 2017, players such as Bubble Charging, Hippo Charging, and Xiaobao Charging have stepped out of the stage due to the break of the capital chain. The market has basically formed the players who have been in the first echelon of electricity, street electricity, small electricity, and monsters, and the second echelon. Cloud filling it. It is currently recognized that the industry is in a “4+1” situation and each has its own advantages.

In order to expand at the fastest speed, every shared charging treasure company is eager to recruit. Some insiders said that when he first joined a head-sharing charging treasure company, the company had only 80 people. Almost every day since then, the number of people has increased. After one month, the number has increased to 200, and another one or two months. Has reached more than 500 people. Of the initial pushers, four out of ten people came from the previous group buy army.

After the Hundred Regiments, the market has formed a number of prescribed routes: free merchant entry costs and high entry fees.

Tang Yongbo publicly told the media, “The fastest period of small electric expansion, paving about 10,000 to 100,000 units a month, and opening 20 cities in one breath.” So what is the cost of laying a place? There have been reports in the media that a shared charging treasure company has a resident fee of 180,000 yuan in order to squeeze out the already-targeted enterprises. Even if you want to enter a popular scene such as a chain bar or a large group, the entry fee has been exaggerated up to eight figures. Among them, in each first-tier city, there are less than 10 entry fees for five or six digits, and most of the rest are divided into or not divided into merchants. After accounting, some businesses can earn 90% of the total, the rest of the equipment costs, operation and maintenance costs are all out of the enterprise, sharing charging treasure companies are difficult to make money.

Share the charging treasure

Source: China’s shared charging treasure industry research report in the first half of 2019

The more players, the more radical, the merchants start to sit on the ground. Ren Mu remembers that at that time, some merchants called together several companies to be settled, let them discuss it themselves, and whoever bids higher will come in.

The crazy point competition is the first half of the shared charging treasure, eliminating many players. But in the second half, the companies that stayed in the market probably understood the truth of “healthy wealth”, strengthened their own advantages in the calm atmosphere, and began to calculate