Is the shared charging treasure "price assassin"?The reporter measured that the price in Guangzhou has not increased sharply

Topics of shared charging treasure increases the topic of Visual China Conferry

Yangcheng Evening News all -media reporter Shen Zhao

Recently, the topic of "price assassin" of shared charging treasures has been widely discussed. It was only a year before the "shot" of the State Administration of Market Supervision and Management at the end of August last year. Does it really have a significant price increase in shared charging treasures?

On September 7, a reporter from Yangcheng Evening News visited the survey and found that as far as the Guangzhou area is concerned, most of the rental borrowings on the market are 2-4 yuan/hour; The price of shared charging treasures will reach 6 yuan/hour. In this regard, Zhang Yi, CEO and chief analyst of Ai Media Consultation, believes that the current price of shared charging treasures is still in a relatively reasonable range, but as the price rises, the product capabilities and service capabilities of related companies have not improved accordingly. This is consumption. This is consumption. The main cause of dissatisfaction.

The survey shows that Guangzhou shared charging treasures have not increased the price collective price

In recent years, the competition structure of the shared charging treasure industry has been reshaped, and the market share has been further concentrated to head enterprises. The "2022 China Sharing Charging Treasure Industry Market Research Report in 2022" shows that the current shared charging treasure industry head enterprises, Bamboo Mang, Monster, Xiaodian, and Meituan market equipment accounted for more than 90%.

In order to investigate whether the actual price of the shared charging treasure is like the "frequent price increase" and "rent price 'breaking 5'" on the Internet. On September 7, the reporter randomly investigated the Guangzhou Pearl River New City Merchants, the Canton Fair exhibition hall, the Baiyun Airport terminal The price of shared charging treasures of the above 4 brands. The results showed that the bustling land-dealers represented by K11 and Gaode Land, the price of shared charging treasures was concentrated at 2-4 yuan/hour. The price was consistent with the price of other common shared charging treasures. However, even in the same business, there will be price differences in the same brand. Taking the search charging treasure (owned by Zhumang Technology) as an example, the point charging price in a business in a merchant in the Winter Plaza of Gaode Land is 2 yuan /0.5 hours, that is, 4 yuan/hour. The point charging price of the merchant is 3 yuan/hour.

In addition, in the use scenarios such as the Canton Fair and Baiyun Airport Terminal, shared charging treasures are generally more than 5 yuan per hour. Among them, the price of a point of the Meituan charging treasure in the exhibition hall of the Canton Fair is 6 yuan/hour, and the price of a certain monster charging treasure is 5 yuan/hour.

Is the above situation after the price increase? Zhu Mang Technology said in recent responses that "it must have not increased the price in the past year"; monster charging also responded to "the price has not increased." In addition, a number of charging treasure companies told reporters: "The willingness of merchants is an important factor that affects whether the price of the point is adjusted, but the brand has a upper limit control mechanism for the charging treasure price to better guarantee the user experience." Comprehensive enterprise enterprises. Judging from the results of the reporter's investigation, the price of the charging treasure in the individual points in Guangzhou may have been adjusted, but there is no significant price increase in the overall price.

Farewell to the "1 yuan era", shared charging treasure needs to be "valuable"

The reporter sorted out and found that the shared charging treasure industry actually bid farewell to the "1 yuan era" of the initial period in 2019, and frequently exposed collective price increases.不过，2021年国家市场监督管理总局“出手”后，共享充电宝企业进一步完善了定价规则，如与合作商户沟通协商降价、降低计费单元（从每小时收费变为每半小时收费）、新Add the rules of "return within 3 minutes".

"The current price of shared charging treasures is still in a reasonable range." Zhang Yi said that in the future, consumers still have rigid demand for shared charging treasures. However, Ai Media Consultation's survey in recent years shows that more than 90 % of consumers are not satisfied with the current shared charging treasure services. Especially in recent years, the price of shared charging treasures has risen, but its product capabilities and service capabilities have not been proportional. This is the main reason why consumers believe that shared charging treasures are "expensive".

As many consumers spit, the current power of mobile phone products is getting bigger and bigger, but the power of shared charging treasures has not been followed in time. Among the three platforms of the three platforms leased by the reporter, the power of the Meituan charging treasure display is 5V = 2.4A, that is, 12W; the power of the monster charging treasure is 10W; the power power charging treasure power is 10.5W.

In contrast, in addition to the current level of "20W fast charging", the new mainstream Android phone charging rate is often as high as tens of watts and even hundreds of watts. This means that the use of shared charging treasures for one hour, mobile phones are often in an embarrassing situation of "electricity anxiety". Consumers have to spend more time to supplement the power of the mobile phone to the level that can be "peaceful". If you want to be full of electricity with a shared charging treasure, it takes at least 3-4 hours, which means that the lease cost of the charging treasure often exceeds 10 yuan (calculated at 3 yuan/hour). 24 yuan (calculated at 6 yuan/hour).

Zhang Yi believes that, like a shared bicycle, shared charging treasure companies also need to operate finely and focus on improving product and service capabilities. In addition to working on product charging rates, companies also need to solve various pain points that may occur during the service process to improve consumer satisfaction.

Should companies face pressure, should we open a diversified path?

From the perspective of the industry, the direct factor of the frequent price increase of shared charging treasures is the current saturation of shared charging treasures in first- and second -tier cities, and the risk of losses under the impact of the epidemic. Data show that due to the continuous impact of the epidemic, in the first half of 2022, the average daily flow of head companies in the shared charging treasure industry decreased to varying degrees from the same period last year. In addition, the price increase of upstream raw materials is more obvious. Taking lithium carbonate of lithium batteries as an example, the ex -factory price rose from 90,000 yuan per ton in the middle of 2021 to more than 500,000 yuan at this stage, which also brought a certain cost increase to shared power bank companies. However, after several years of baptism and precipitation, the shared charging treasure industry has entered a stage of mature development. In order to get rid of the long -term situation of "only earning and drinking", since last year, "light assets" has become a preferential option for the industry. For example, through the mature agency model, Zhumang Technology can penetrate into the sinking market with lower sales costs, forming a huge point network; as of May 2022, Xiaodian Technology has transformed all direct operating points to joint venture agency points. The position relieves its own cash flow pressure, while achieving the point expansion efficiency and the balance of point maintenance quality.

It is worth mentioning that in order to get rid of the "single profit" issue, the shared charging treasure header companies have also begun to explore new profit models. For example, the monster charged a liquor at the beginning of last year, and began to claim to be "consumer technology companies"; Zhumang Technology began to deploy electric bicycle charging piles, unmanned retail cabinets, lockers and other products this year.

Analysts believe that due to factors such as small competition barriers and low cost of user conversion, product leasing is still the core business model of the current shared charging treasure industry. In Zhang Yi's view, diversification should be done under the premise of a very successful main business and the excavation space.

Data show that at present, the penetration rate of domestic shared charging treasures in first- and second -tier cities has a high penetration rate and fierce market competition, but third -tier and fourth -tier cities also have growth space and potential. Zhang Yi said: "I don't recommend sharing charging treasure companies blindly to diversify. As long as the shared charging treasure business continues to dig deeper, don't worry about no considerable income and profits."

- END -