Recently, the US group commented through an internal open letter said it will end the pilot project to share the operation of charging treasure project.On the earlier, Le Electric announced that the sharing of rechargeable business to stop Po, and recover all the equipment, rechargeable treasure.In September this year, Came out a comprehensive contraction of offline promotion team, about 200 employees face the news of layoffs. Earlier, including hippo charging, charging Andy and other companies have closed down.
In the spring of this year, shared charging industry can be described as 'good luck' According to 21st Century Business Herald reported earlier in April 2017, only half a month, including Hi electricity, street technology, small electricity, According to the "2017Q1 China Shared Charging Market Research Report" released by AI Media Consulting, the estimated number of shared charging Po subscribers in China will exceed 100 million by 2017.
'The key to sharing economy is whether there are pain points and demand in the market, and secondly market capacity, whether capital investment is worth it or not,' Zhang Yi, CEO of AiMed Consulting Group, told 21st Century Business Herald. 'The shared charging market can solve the pain points of users' cell phone charging, And the mobile phone battery itself can not do more in the short term, so the shared charging market exists and is just needed. "
In the face of the so-called "industry adjustment period", caller technology CMO Du Mu pointed out that 'the so-called adjustment refers to the state A into the B state, however, in fact, since the beginning of the shared charge since the birth, the constant elimination of enterprises out of the situation This is more of a metabolic phenomenon than the adjustment period, except that the metabolism is now accelerating.
Metabolism
Shared charging industry players are gradually out.
Following the departure of Hi-Star founding team, Hi Electric was unveiled by surprise. Wang Huiwen, president of US-based catering platform, released an internal mail saying that the management team will discuss and decide to end the catering platform of Squirrel Convenience Store and Shared Charging Bao Project pilot operation, Squirrel convenience group of 11 colleagues transferred to take-off business department super KA group and business operations group, charging treasure project team all 14 workers transferred to the dining platform Z project team.
Wang Huiwen pointed out in his internal mail that the logic of whether or not the U.S. group conducts new business is whether it meets the mission of the U.S. corporation, whether the industry is located in the new business, whether users and businesses are satisfied with the status quo, the future market size of the new business, The relationship between.
It is noteworthy that the industry has the view that the United States Mission is actually the most suitable for the expansion and operation of the shared charge treasure business enterprises.Because the United States hand holding a large number of business resources and active users, and this happens to be shared treasure on both ends of the business This means that, compared with the vertical shared treasure operators, the United States Mission can complete the layout in a relatively small amount of energy invested.Based on this, the industry judge that the United States delegation probably believe that the size of the shared treasure future market size Big.
Tang Yongbo, founder and chief executive of Small Electric Technology Co., Ltd., also told the 21st Century Business Herald reporter that the recent closures are the result of the survival of the fittest in the industry. "The overall competitiveness of these companies is weak and their capital input is small. Market volume Not high, 'Tang Yongbo said,' shared charging is a multi-billion market, the face of this huge user market, the winner take-all is difficult, so the industry is bound to be a protracted war on the whole, The development momentum of the ministry is still very strong. As a new industry, it also brings convenient services to more and more users. We hope everyone can see the rapid development of the industry.
Tang Yongbo told 21st Century Business Herald reporter, since the beginning of three small-electric financing triggered the industry concern began, shared charging into the capital, products, technology and sophisticated operation of the contest. 'Shared Charging treasure shared charging business surface looks very simple, The actual nature is the business model of B2B2C, which is essentially different from the public bike sharing of shared bicycles, Tang Yongbo said. Among them, the B-segment merchants are very important in the intermediary links of demanding users and need to meet the needs of the intermediary segment of merchants, To solve the consumer demand, the whole business model is relatively more difficult to share a bicycle by one order of magnitude.
Profit and loss differentiation
The one hand, the industry began to ebb, on the other hand, there are some good news head business came.
On November 2, street-based CEO said publicly that street-street has achieved profitability in some cities. As of the end of September 2017, street-level has deployed 350,000 cabinets in the country with the number of charging Po power sources above 3.44 million, At the same time the channel is still to the second and third tier cities to expand.As of October, street already has 15 million active users, a WeChat applet TOP20 applications.
Yuan Bingshen, the founder and CEO of Caller Technology, announced on November 3 that once the breakeven point was first achieved in August 2016, the breakeven balance would again be reached in October 2017. This is also the first in the industry to receive large-sum financing After the rapid scale, announced the breakeven shared charging Po enterprises.
'Calling technology is the first player to achieve the full scene, introduced 84, 40, 20, 16, 12, 8 and single charge treasure,' Yuan Bingsong said in an interview earlier, 'At the same time, we are The advantages of the big scene to further expand, more airports, railway stations, tourist attractions are in use, we also stationed in Harbin subway across the board, Shanghai Metro has also been stationed in. Prior to have been stationed in more than 10 high-speed rail stations, railway stations and nearly 20 Airport, each site about laying 2-6 cabinets. 'According to science and technology to the 21st Century Business Herald reporter provided the latest statistics, incoming technology has been stationed in Sichuan Mianyang Railway Station, Sichuan Deyang Railway Station, covering more than 230 cities A
Tang Yongbo also disclosed to 21st Century Business Herald reporter that at present, the small electric power plants have already achieved a breakeven in some cities. Currently, we have already laid out 100 first and second tier cities across the country. Among them, 27 core cities such as Guangshenhang in the north are in direct mode and are currently small In the fourth quarter of this year, we plan to achieve the daily order book exceeded 1 million single, which is actually the critical point to achieve economies of scale and overall profitability '.
In his view, the business model of shared-charge B2B2C determines that it is essentially different from the performance of shared-bike economies of scale. "The premise of shared-charge economies of scale is to capture the just-needed scenario in the city, to occupy the core scenario, Rate and return on investment in order to truly capital advantage into efficient operation advantage, on this basis to expand the scale of investment in order to form a scale effect.