Sharing bikes smashed, shared charging treasure laughed to the end?

Editor’s note: This article is from WeChat public account “Investment Circle” (ID: pedaily2012)< / a>, author: YY.

Mid-Autumn Festival, when you go out to eat, go shopping, it is not difficult to find a quiet change – sharing charging treasure, price increases.

How much has it gone up? The investment community (WeChat ID: pedaily2012) reporter visited a number of shopping malls in Beijing, found that the price of shared charging treasures in the international trade, CapitaMall and other shopping malls rose to 3 yuan / hour. And many netizens spit, Recently used shared charging treasure found that rose to 8 yuan / hour, even in some tight business circles soared to 12 yuan / hour.

Share the charging treasure, secretly increase the price

After this wave of collective price increases, what happened to the shared charging treasure company? A few years ago, the sharing economy represented by Mobai and ofo was popular, and the shared charging treasure once swept the VC circle. It was once the VC agency snapped up, but it was later slammed “live for three years.”

Now, the shared bicycles are “corpse-crossed”, but the shared charging treasure has survived the melee. Even the US group has been exposed for the third time to restart the shared charging business. This small business seems to have been making a lot of money. Big money.

Three times the general price increase,Shared charging treasure began to harvest the market?

Share charging treasure price increase has become a hot topic.

A lot of people on the Internet spit out, and the unit price of shared charging treasure has risen to 8 yuan per hour. This is a lot of consumers who are used to using shared charging treasures, “feeling that they are being pitted.”

The investment community (WeChat ID: pedaily2012) reporters visited and found that in Beijing, for example, in the international trade, Kaide mall and other shopping malls, the shared charging treasure is used at a price of 3 yuan / hour. Although not as exaggerated as the netizens said, compared to last year’s price of 1 yuan / hour, it has indeed risen three times.

“This is the rhythm of starting a harvest after educating the market and cultivating user habits?” A friend said.

The boss of a chain KTV to the investment community (WeChat ID: pedaily2012) It is said that Ossen has 12 yuan/hour. “The price of charging treasure is not uniform, different locations and merchant prices are not the same, now the price is shared with the charging treasure agent and merchants to negotiate.” The boss revealed.

At the earliest time, shared charging treasure as a means of draining merchants, the merchants are free. However, with the proliferation of players in the shared charging treasure market, merchants with large traffic, such as scenic spots, restaurants, entertainment and leisure venues, have become the targets of various shared charging treasure platforms. Paying a fee to the merchant or directly dividing it with the merchant becomes a common practice for the shared charging platform to compete for quality merchants. “Business points are the focus of competition now on all platforms,” ​​said the caller technology to the investment community (WeChat ID: pedaily2012).

It is understood that the price of a shared charging agent on the market is about 1200 to 1500. The monthly income of a shop with a large flow can reach five or six hundred yuan, and only one month is less. A few tens of dollars can be said to be different. Therefore, the size of the merchant traffic will directly determine the cycle of cost recovery, and the greater the traffic volume, the higher the bargaining power of the merchants sharing the charging treasure.

At present, most of the businesses that share charging treasures and large traffic are divided into different ways. In order to improve their own profits, merchants will naturally choose to increase the unit price used.

“The head players are basically profitable”,The US group was slammed and restarted the shared charging treasure business

From 2016 to the present, the shared charging treasure has not disappeared. Street sales COO He Shun said in an interview with the late LatePost reporter in March this year that the players in the head are basically profitable.

It is reported that as of the first half of 2019, the accumulated number of street electric appliances has reached 107 million, becoming the first platform to break through the billion-level level for the accumulated user volume of the shared charging treasure industry. The financial report of Jumeiyoupin showed that Street TV’s revenue last year exceeded 800 million, and its operating profit was about 37 million yuan.

Shared charging treasure another important player, call technology to the investment community (WeChat ID: pedaily2012) revealed: In the summer of 2016, call technology has achieved breakeven. However, it should be said that the four companies in the head of the shared charging treasure have already had the ability to make profits, and have verified some of the profitability, but this does not mean that the four companies have achieved scale profitability, and whether profitability is related to each other’s strategy. select.

For shared charging treasures, the road to profitability is not “simple”. Earlier reports said that a number of shared charging treasure brands have begun to enter the electronic cigarette industry in various ways or plan to enter the electronic cigarette industry to seize the first wave of sales of electronic cigarettes under the channel, such as small electricity has been produced and started small Scope of a self-named “iCool Xiaoshuang”Selling hood equipment.

What kind of business is this? Not long ago, the US group was exposed for the third time to restart the shared charging treasure business, and the side confirmed that the shared charging treasure has a clear business model.

As early as 2017, when sharing the charging treasure, the Meituan had already established a shared charging treasure project, but it was stranded due to unsatisfactory data. The US Mission suspended a number of projects after the listing, especially the money-losing travel business. The development of new projects must be based on an ideal operating model and a better financial model. Obviously, for the US group that has mastered the entrance of eating, drinking, and drinking, the advantage of doing shared charging treasure is far greater than that of bicycles.

Shared bikes are smashed,Shared charging treasure laughed to the end?

It seems that this business is not bad, but VC’s attitude is cold. An industry insider revealed to the investment community (WeChat ID: pedaily2012) that in fact, various charging platforms have been seeking the next round of financing, but the progress is not smooth.

Today, VC institutions’ indifference to shared charging treasures is in stark contrast to the 2017 hot. Recalling that in April and May of that year, in just two months, 17 investments were invested in shared charging treasures. Even COO Huang Yun couldn’t help but feel that he had never seen such a financing scene.

At that time, the sharing economy was highly sought after, sharing bicycles was just like the day, VC/PE had money and could not vote in, and the shared charging treasure appeared, which made many investors shine. It seems that there is a better financial model, and the market does not need to be more educated, and a large amount of capital has poured into the industry. Calls, street power, small electric and monster charging are all based on the large amount of financing obtained during this window period, accumulating a first-mover advantage.

Share the charging treasure, secretly increase the price

Three years later, the shared charging treasure seems to have been set, and the three electric ones (calling, street, small, monster charging) account for the majority of the market.

In July this year, Trustdata released the “2019 China Shared Charging Industry Development Analysis Brief”. In 2019, the shared charging market users have reached 150 million people. Street, small electric, monster charging, and calls occupy the shared charging industry. 4, occupying 28.6%, 27%, 25.1%, 15.6% market share respectively.

In addition to the “three electric one beast”, other competitors such as meteors crossed the night sky, such as the former Hi electric, charging and vodka, have been born with billions of dollars in financing, but in the end Gradually there was no sound.

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