Staff are disinfecting the equipment.

　　New format survey

　　The epidemic in early 2020 detonated the housing economy, and most industries that depended on outdoor passenger flow were temporarily affected. For the industry that highly relies on upstream merchants, such as shared charging treasure, it has entered a difficult period. Now that the epidemic has gradually eased, with the resumption of production, the number of outdoor people has increased, and the share of charging treasures has gradually recovered. How has this dark horse that has rushed out of the sharing economy recovered from this "epidemic"? What changes will it face? The reporter takes you to find out.

　　Text / Guangzhou Daily All media reporter He Zuanying

　　Picture, video / Guangzhou Daily full media reporter Su Yunhua

　　Column planning / Zhang Yu, Cao Teng, all media reporters of Guangzhou Daily

　　Shared charging treasure industry is "recovering"

　　At 10:30 am on April 21st, Zeng Yongqi set off from the company, carrying a box of wet tissues and a bottle of disinfectant, and went to every place in Jiahe Wanggang where the shared charging treasure machine was placed to disinfect the charging treasure and the machine. Zeng Yongqi is an operator of a shared charging treasure in Guangzhou. The biggest change brought by the epidemic situation is that after the formal resumption of work, his work increased the disinfection of the charging treasure. The average working time increased by 2 hours per day. The number of WeChat exercise steps exceeds 30,000 steps per day.

　　In addition, he is also responsible for maintenance and ground push work. From mid-March to now, there is probably one order per day, before the epidemic was 2-3 orders. "Most of the shop owners are concerned about the health of the charging treasure and the lack of people during this time, will it be useless." Zeng Yongqi's sales target has also changed from restaurants and entertainment stores to hotels, convenience stores and transportation hub Shops, "The flow of people in cultural and entertainment shops has not been fully restored."

　　In early March, Mr. Wu re-energized the two shared charging treasure machines at the door of the store. He is the manager of a restaurant in Haizhu District. The restaurant was temporarily closed, and the four shared charging treasure machines placed outside the door were cut off. "The first four were used at the same time, often borrowed, and now two can basically meet the demand."

　　On April 12, the reporter visited the business district of Haizhu District in Guangzhou and observed that 70% of the restaurants have opened for business, and nearly 80% of the restaurants provide shared charging treasures. In addition, the reporter found that many newsstands also placed shared charging treasure. At 4 p.m. that day, the reporter saw that 12 charging treasures had been lent out 3 in a newspaper kiosk near Kecun Interchange. The stall owner told reporters that people borrowed almost every day, and the income from charging treasure enterprises accounted for 30%, and they accounted for 70%.

　　As the epidemic gradually eased, the flow of people in all major commercial areas resumed, and the shared charging treasure business began to "recover." During the epidemic, it was publicly stated that the company's business was hit, and its revenue dropped to a freezing point. Xiaodian Technology said in an interview with reporters on April 14th that the current April data of Xiaodian Technology shows that the orders for Guangzhou users to use shared charging services were compared with March. During the same period, the growth rate was about 50%, of which the consumption of restaurants, shopping malls and other scenes increased by about 60% month-on-month. “A large number of restaurants and shopping malls in Guangzhou have resumed business. Consumers’ demand for food and beverage has become more and more strong. The opening of more stores has also restored the city ’s “fire and smoke” on weekdays. With the increase in passenger flow, the business of Xiaodian Technology has started to pick up. "Liu Bin, director of public relations for Xiaodian Technology, told reporters.

From time to time, citizens come to borrow power banks.

　　Sharing charging treasure should explore more added value from the profit model

　　"After experiencing a large public health incident, people will maintain a certain level of vigilance for items not carried by themselves, and will reduce the use of shared charging treasures for a period of time." The time to build is critical, and companies that have not previously controlled their costs may close. "

　　Zhang Yi pointed out that the entrance fee is a kind of fee charged by the shopping malls and supermarkets by using their comparative advantages in market transactions. At present, the shared charging treasure cooperates with merchants, and the initiative is mostly on the side of the merchant. "The merchants reduce costs from their own interests, so there is a high possibility of increasing the entrance fee."

　　As early as the early stage of the development of the shared charging treasure, AI media analysts pointed out the problem of its single profit model. Under the epidemic, a single income model is enough to be fatal. Xie Liangliang said that the current main revenue of Monster Charging is rental income, and advertising and drainage currently account for a relatively low proportion; and Xiaodian Technology also mainly uses consumer services as its core revenue channel, while developing online and offline advertising monetization and traffic monetization. Revenue channels.

　　"The shared charging treasure cannot wait, and it is imminent to change the single profit model." Zhang Yi said that the shared charging treasure's profit model focuses on rent, deposits and advertising. Even if the flow of people gradually recovers, it is estimated that the "sequelae of the epidemic" will be after the epidemic. For half a year, without changing this single profit model, 2020 may become a difficult period for sharing charging treasure.

　　In the post-epidemic era, shared charging treasure companies urgently need to "charge". In Zhang Yi's view, the sinking market is necessary. One is to sink to more streets and increase the mobility of the power bank. "The current most common use case is to borrow before eating at A shop, and return after eating. ; If you can charge from shop A to shop B, then it is possible to bring customers to shop B "; Second, sink to second- and third-tier cities, or even more remote areas.

　　In expanding its profit model, Dong Xiaosong suggested to explore more added value in the shared charging treasure. He mentioned whether the shared charging treasure can be bundled with some complementary products and whether it can consider expanding the services in the surrounding geographical location, "such as I borrowed the power bank on the first floor, and I can see that there are shopping discounts on several floors. "

　　Xie Liangliang said, "The epidemic is temporary. There is still a lot of space in the shared charging treasure market after the epidemic. We have many expectations for the prospects of the entire industry." Liu Bin said that the epidemic caused many entrepreneurs to reflect on how to enhance their business. Thickness and the company's ability to resist risks. In 2019, Xiaodian has begun to diversify its business and will explore more new markets and opportunities.

The customer returns the shared power bank.

　Shared charging treasure industry

　　Breathe in common with offline merchants

　　The shared charging treasure started in 2014 and ushered in a highlight moment in 2017. According to the Ai Media report, the scale of users in 2017 increased by 218.8% compared to 2016. In 2017, shared charging treasure related companies completed a total of more than 2 billion yuan in financing, and shared charging treasure was once considered a dark horse in the sharing economy. After fierce competition, the four major brands of small power technology, street power technology, call technology and monster charging have formed a "three electricity and one beast" competitive landscape.

　　"Affected by the epidemic, the entire shared charging industry has experienced a decline in revenue since February." Liu Bin said. Xie Liangliang, director of public relations for Monster Charging, said, "The second week of February this year was the most difficult time, when the business volume of our offline scene was only 3% -5% of the original."

　　After resuming work, arranging disinfection every day has become a response for most of the shared charging treasure companies.

　　Xie Liangliang introduced, "During the epidemic, the challenges we face are similar to all the companies that make offline products. There is no source of income. The most important thing is to save costs, control cash flow, and stabilize the team." In addition, during the epidemic, monsters charge New cooperation in the entry fee category has also been suspended.

　　The marketing teams in all regions of SDI have maintained customer sentiment and expanded the market through online visits and communication. At the same time, they recruited local market personnel to promote their efforts in key cities such as Guangzhou and first and second tier cities. The line sinks into the market.

　　"Contrary to the home economy, the shared charging treasure industry and offline merchants share the same breath and share the same fate." According to Zhang Yi, CEO of Ai Media Consulting, in the case of very little food, the basic charge of sharing charging treasure in the first quarter was not collected .

　　Dong Xiaosong, Dean of the Digital Economy Research Institute of Nanchang University, believes that the impact of the epidemic is temporary, and for the shared charging treasure company, it can benefit from both the user market and the capital market. The user market will inevitably be impacted, and the capital market will not be affected too much. "The capital market is fancy with the development potential of the shared charging treasure. The epidemic is an external shock. It will eventually pass, and the capital market will not change its view on an industry in such a short period of time."

　　In 2019, the shared charging treasure has entered a mature period. Zhang Yi analyzed that it is based on two considerations-first, there is no revolutionary development in the upgrade of batteries; second, the user's electricity demand is constantly increasing. "Just needs still exist, optimistic about the industry in the future."