In the '40 days to reach over 1.2 billion financing 'after the rise of the shared charge treasure industry, recently due to the emergence of some enterprises or other negative news, ushered in the growing trouble.
October 11, sharing the charge treasure business' music "announced to stop shipping And in the end of this year in September, won the speed of China A round of the vote of the 'Hi power', but also in the United States, the United States, the United States, the United States, Broke the news of disguised layoffs.
From March this year, capital growth by the capital of the shared charge treasure industry, whether to advance into the shuffle period? Small electricity, street, call and other major players how to end?
Shuffle faster than expected
It is understood that the main operation of the Lok Electronics Hangzhou Bunny Technology Co., Ltd., the company was founded in January 2015. In March this year, Lecco shared charging business officially launched.But the company operating the project only half a year, they officially quit market.
Lvjing founder Lou Yingying said in a statement to the media that a company's failure does not mean that the entire industry or the field there is a problem, the existence of shared treasure is quite meaningful. 'But now we are too fast pace For example, the use of frequency, delivery of the scene, product safety, etc., on the current point of view the use of the frequency is still not up to the standard. 'He said he has been from the shared charge treasure industry fought new retail experience.
In the recent sharing of the economy on this track, once the industry into the mature period there will be polarization phenomenon, which is cycling and charging treasure and other industries have to face the surface of the industry, "The trend is in line with our expectations, but the speed and size of the reshuffle are faster than we have judged, and that means sharing the charge of the treasure." This is in line with our expectations. Scale effect is very important.
The person in charge said that the current layout of the street is good, has become a small micro-program in the top of the shared charge brand. The company's strengths are mainly reflected in two aspects, one is to adhere to product independent research and development on this basis with the power of capital , Can make the product quickly upgrade optimization, standardization of the realization of efficient production. Second, in terms of manpower, street power to push the staff from Ali, the US group, etc. 'They have experienced O2O and Hundred Regiments, , At the same time have their own summed up the methodology.
But at the end of August this year, the street has also burst financing is not smooth, service providers settled disputes and other rumors. Subsequently, the original street CEO in the circle of friends out of 650 million bank account balance rumor. Street was the 21st century Economic report reporter responded that the street during the operation of all the items in strict accordance with the labor contract to liquidate the street project cash flow, business model clear, the company is in a high-speed development stage, the 'financing failure' rumors pure Fabricated and defamed.
Street TV is only a shared charge treasure a model, that is, small cabinet mobile sharing, for restaurants, KTV, bars and other venues. Shared charge treasure there are two other mainstream models, one is a large cabinet mobile sharing model, since Electricity is representative of the train station, large exhibitions, airports and other crowded places.One is the desktop fixed sharing mode, with small electricity, monster charge as the representative of the charge treasure general configuration in KTV, restaurants and other desktop, Users do not need to pay a deposit, sit down to pay for charging.
'Calls based on large scenes, scene viscosity and user re-purchase ratio will be relatively low. Small electric and monster charging desktop model used, do not require users to pay the deposit operating procedures more simple, the proceeds will be relatively better. Analysis of the 21st century economic report.
Operational data performance is harder than sharing bicycles
It is understood that small power and Foxconn, BYD reached a cooperation to protect the shared charge of the production capacity of the company has accumulated nearly 500 million yuan of financing, investors include Sequoia China, Gao Rong Capital, Tencent, Jinsha River venture capital. According to insiders, a new round of small electricity financing will be announced in the near future.
Monster charge by Gao Ling capital, Shun for capital, blue Chi venture investment and other investment, backed by millet ecological chain, the same in the supply chain, the cost has the advantage in many shared charge treasure enterprise horizontal users at the same time, monster charge August Announced on the 25th to set up a member club organization 'monster alliance', trying to tap the user's vertical needs through the membership system.
According to the monster Union related person in charge, the monster alliance will be in two aspects of a breakthrough.One user portrait, through the user to use the scene preferences, the use of frequency and purchase ratio and other operating data cross analysis to optimize the user's use Experience and channel delivery. Second, the user courtesy, through the distribution of benefits, the establishment of points system and integral mall, etc., to optimize the user experience. In addition, the monster alliance will also cut into the user's user interaction, for the monster community The establishment of into the socialized genes.
Crowded market environment, put the scene of the multiple, put the equipment intensive, the growth rate of new users, has become a share of all competing treasure business indicators, but the 21st century economic reporter now understand that there is no shared charge Po enterprises in the operation after a few months, to achieve profitability.
The original cost of 100% of the charge will be able to recover the cost of 200 days, but the intense line of competition, Home enterprises to increase investment in the B side of the business, integrated down to want to make money is not easy. 'The industry insiders told reporters in the 21st century economic report.
But he still believes that compared to sharing the bike to collect the user's travel data, shared charging treasure users based on consumption scenarios of consumer data, the future realization of the play may be more.Although the industry is not particularly obvious technical barriers, but in the supply chain, Scene operations and financing strength, are reflected in the industry competition threshold is not so low.
The 21st century economic reporter interviewed the two investors, the shared charge of the project held a less optimistic attitude.Qi Ming venture capital partner Huang Peihua told reporters on the 21st century economic report, he saw some of the shared charge treasure company's data And found that the market did not get up very fast and was far worse than sharing a bicycle. 'The problem might be that sharing a charge is an urgent need for a market, unlike a bicycle that is just needed.
Another TMT field investors also told reporters in the 21st century economic report, after half a year of operation, sharing the charge of treasure data is indeed reflected in the general situation.
'Business and the scene is somewhat contrary to the food business (especially the dining class restaurant) does not want users to stay in the store longer, after all, this will have an impact on the turn rate.' He said. KTV, bars and other places Said that the use of shared treasure may be better, but the shared charge itself does not bring traffic to businesses, no one will charge for the consumption of food and other consumption, sharing the charge of the treasure is only dependent on the role.