Some analysts pointed out that in an environment where 5G technology is popularized and the sharing market is becoming more and more mature, shared power banks will usher in a second outbreak

Why does the shared power bank stay strong after the hustle and bustle?

　　Our reporter Li Guo

　　Read the tips

　　There are no less than 2 billion mobile phones in use in our country. According to the 5% emergency charging demand for going out every day, there are 100 million shared charging requests every day. Only at a rental fee of 2 yuan per hour, there are 2 shared charging treasures every day. Billion market share.

Judging from the counterattack of shared bicycles by shared power banks, the market is the only ultimate referee.

　　On April 1, Eastern Time, Monster Charge was listed on the Nasdaq under the stock code of "EM".

For the industry, although the dust has settled on the “first share of shared power banks”, the competition may have just begun.

　　According to data from Tianyan Check, there are currently more than 520 companies related to shared power banks in my country.

In terms of geographic distribution, Guangdong Province has the largest number of shared power bank related companies in the country, accounting for about 42% of the total number of related companies in the country. Chongqing and Zhejiang also have more than 40 related companies.

　　According to iiMedia Consulting's data, the number of users of China's shared power bank has reached 305 million in 2019, and the number of users will increase to 408 million in 2020.

It is expected to exceed 500 million in 2021.

In an environment where 5G technology is fully popularized and the sharing market is becoming increasingly mature, shared power banks will undoubtedly achieve large-scale growth and will surely usher in a second outbreak.

Shared charging treasure collective price increase

　　2 yuan/hour, capped at 20 yuan per day, which is the current price of most shared power banks in Chongqing.

With the initial stabilization of the market competition pattern, major brands have almost completely bid farewell to the "1 yuan/hour" era.

　　During the interview, the reporter found that some special scenes, such as movie theaters, charge 2.5 yuan/half an hour, while scenic spots cost 4 yuan/half an hour, or even 10 yuan/hour.

In addition, some of the capped prices of using power banks are staggering. The capped price is 24 to 40 yuan per 24 hours, and the total capped price is 99 yuan, which has caught up with the price of buying a mobile power bank.

　　This is not only the case in Chongqing, but even more so in first-tier cities.

In this regard, many users have concentrated on the Internet: "It is time to harvest the leeks when they are ripe. It is too ugly to eat it?" "Sharing the power bank to grab money?!" "The money for workers is really good!" Some people sigh that the era of freedom for power banks has gone.

　　In recent years, the bubble in the sharing economy has burst, and several companies have fallen to the altar. However, the sharing power bank has remained strong after the hustle and bustle. As the leading enterprise of the sharing power bank, the "three powers and one beast", it has successively announced the break-even and the beginning profit.

In such an industry that is not difficult to achieve profitability, why would a collective price increase at the risk of losing some users?

　　"Making money and making more money is the starting point for the price increase of shared power banks." A shared power bank operator in Chongqing said that 1~2 yuan an hour has reached profitability, but every hour 3~4 yuan makes more money With the extra money, you can seize more market share, consolidate and enhance your own industry position.

　　In this regard, Mo Yuanming, a researcher at the Chongqing Upper Yangtze River Economic Research Center who has studied the industry, believes that in terms of pricing, the current shared power bank brand is in a very weak position. It has no pricing power, and the greater the traffic. Merchants have higher bargaining power in the shared power bank industry.

　　"When the business wants to make more profits, and the brand side does not want to make too much profit, raising the price becomes the only solution." Mo Yuanming said to the reporter with a smile.

Industry shuffle who can have the last laugh

　　In the past few years, with the rise of the sharing economy, the concept of sharing everything has taken root in the hearts of the people.

Among them, the power bank, as a high-frequency charging tool used by people, is very popular with capital.

From 2015 to 2018, the power bank market was in the cultivating stage. As a necessity for people going out, the invisible rigid demand promoted the entry of power bank brands one after another. In the competition, major brands have grabbed the market at low prices.

　　By 2019, the "three powers and one beast" pattern will basically take shape. According to Trustdata data, street power, small power, monster charging, and incoming calls account for 28.6%, 27%, 25.1%, and 15.6% of the market share, and other shared power bank brands It is 3.7%.

　　In 2020, Meituan will once again enter the shared power bank.

This year, with the listing of Monster Charging on Nasdaq, Xiaodian Technology also plans to land on the Growth Enterprise Market in the third quarter of this year after receiving 500 million yuan in equity financing from Suning.

How will the cards be shuffled on the "track" of shared charging?

Become another focus of the industry.

　　As Qian Hao, the founding partner of Yuanyi Capital, said, capitalization is a key behind-the-scenes consideration, because the company has passed the first stage of staking, and the next stage is to increase prices to obtain better returns. And return.

　　Monster Charging is a subsidiary of Shanghai Zhixiang Technology Co., Ltd. and was established in 2017. Public information shows that it has received 6 rounds of financing before. Investors include Hillhouse Capital, SoftBank Asia, Xiaomi Technology, etc.

The IPO is expected to issue 17.5 million shares, with a fund-raising scale of 210 million to 250 million U.S. dollars, and a valuation of 2.8 billion to 3.4 billion U.S. dollars.

From this point of view, one must not underestimate the business of two or three yuan this hour.

　　The monster charging prospectus shows that 2019 and 2020 will continue to be profitable. Although sales and marketing expenses in 2020 will increase compared with 2019, it will still achieve revenue of 2.809 billion yuan, a year-on-year increase of 38.9%, and a net profit margin of 2.7%.

　　The frequency of use of the shared power bank has a strong connection with the activity scene, and the user is very concerned about whether the power bank can be instantly touched in the scene.

Nowadays, with the development of food delivery, catering merchants are highly dependent on Meituan. Among users' in-store dining apps, the proportions of users who prefer Meituan APP and Meituan APP are as high as 70.7% and 88.5%, respectively.

Meituan undoubtedly has a greater advantage for merchants to install power banks.

　　"Starting from May 2020, it has been launched in more than 200 prefecture-level cities across the country, and approximately 70,000 to 80,000 merchants can be invested every month, and the number of sales every month has doubled four or five times." Meituan Power Bank Said Wei Changsong, head of business.

　　At the same time, the high popularity of Meituan will also pose a greater threat to other brands.

In the future, will Meituan be able to occupy a larger share of the shared power bank market?

It remains to be seen.

The future is real power

　　Professional data shows that in 2020, the shipment of 5G mobile phones will reach 180 million, and the number of 5G base stations in first- and second-tier cities will exceed 250,000. For the vast majority of people, they will rely more and more on power banks when they go out.

　　As a rigidly-needed product, shared power banks have a trend of oversupply in large cities, but there is still room for development in fourth- and fifth-tier cities.

The data shows that the current penetration rate of shared power banks in first- and second-tier cities is 17.8%, while the penetration rate in third-tier and lower cities is only 2.8%.

Sinking users to expand a new round of consumption has a huge market space.

　　Yuan Bingsong, the founder of Caller Technology, said: "From the "Hundred Power War" to the "Seven Kingdoms" and then to the killing of the Three Kingdoms. This is by no means a blitzkrieg. It will be a protracted battle. It is about capital, resources, product operations and user experience. "

　　Wang Zhiqin, vice president of the China Academy of Information and Communications Technology, said that in 2020, 5G has been gradually deployed to all prefecture-level cities across the country.

As an important carrier terminal, smart phones have an even more urgent need for battery life.

The power consumption of 5G mobile phones will be 2.5 times that of 4G mobile phones, and with the high-intensity demand for short videos, high-speed viewing and downloading of large-scale applications such as AR and VR, power consumption will undoubtedly become a major bottleneck for the large-scale implementation of 5G. , So shared charging will have great market demand.

　　However, Mo Yuanming believes that there are still great uncertainties in this industry, such as fast charging technology and the improvement of mobile phone battery life, which may have a greater impact on the rigidity of the shared power bank industry.

In addition, there have been problems of security accidents caused by deflagrations, and user privacy protection issues, which have also attracted the attention of the public.

　　Judging from the counterattack of shared bicycles by shared charging treasures, the judgment of capital, the judgment of giants, and even the judgment of "business wizards" are not necessarily correct. The market is the only ultimate judge.