The trigger conditions for shared power banks are very high, but the huge potential users (as of the end of 2019, the total number of mobile phone users reached 1.60 billion), the gradual expansion of the laying range and the expansion of low-tier cities have brought considerable market space.
One of the main reasons for the profitability of the shared power bank industry is a stable profit model and cash flow. Compared with other industries in the sharing economy, the shared power bank is a rigid demand, so the cash inflow is guaranteed, and due to the low product cost, the level of wear and tear and maintenance costs in indoor scenarios are low, the cash outflow of the industry is mainly due to human factors such as merchant sharing. aspects of intervention. However, the market competition for shared power banks is becoming more and more fierce. It is difficult to meet the profit needs of major companies simply by charging and meager advertising revenue. The pursuit of new profit channels is the top priority at present. This year, the shared charging
Vending Machine launched by "Borrowing Electricity" is predicted to bring a new wave of waves to the overall market.
In 2019, the cost of online advertising for a single user on the Internet in China reached 714.7 yuan per person. The cost of online customer acquisition continues to rise, and many brand owners and Internet giants have begun to explore offline traffic portals. Shared power bank, because of the Internet of Things gene harvesting a large number of offline scenes, highly overlaps with the target audience of the Internet, and is playing more drainage value. First of all, sharing power banks and high-quality points can achieve two-way drainage, such as exclusive cooperation with chain hotels, to enhance the user stickiness of both parties. In addition, the screen display of the large cabinet can realize the marketing promotion of shopping malls and other places and activities. On the other hand, at present, most charging treasures provide deposit-free services, which are linked to credit, which not only activates high-credit traffic for payment platforms, but also provides convenience for users. In addition, there are many cross-domain marketing cases, such as cooperating with big IP to customize power bank products to enhance the brand value and favorability of both parties. Based on the Internet of Things gene of the shared power bank, the expanded vending machine is integrated. The income from the sales output is bound to exceed the income from pure charging. In addition, different products can be placed according to the place of delivery to avoid competition with merchants, and customers can also increase their desire to purchase according to the scene. If the products can be placed accurately, combined with the drainage of the shared charging treasure, the income brought by the shared charging vending machine is estimated to be Share 3-4 times the revenue of the power bank.
Except for 2020, which is affected by the epidemic, the industry will maintain a high-speed growth trend of 50%-80% in the next few years. The development of the industry is becoming more and more mature, the business model has been verified by the market, the first- and second-tier high-yield areas have been covered, the user habits have been successfully cultivated, and profits have been basically realized. But at the same time, the sinking market is still in the early stage, there is still a lot of user dividends to be tapped, and the uncertainty of innovative business and competition landscape has also brought many opportunities and challenges. The industry as a whole is in the early stage of maturity, and there is still a lot of room for growth.
The overall offline consumption scene penetration rate of shared charging treasure is between 20% and 30%, and the layout of points is not yet saturated, especially in third- and fourth-tier cities, where there is still a large space for development. As of the end of 2020, the penetration rate of the catering scene is the highest, accounting for about 50.0%, followed by leisure and entertainment, including shopping places, cinemas, KTV, bars, Internet cafes, etc., accounting for about 30.0%, and finally other categories, such as hospitals, hotels, transportation hubs, etc. With the enhancement of the platform's capital strength and operational capabilities, the industry will transition from the penetration of single stores to the development of large-scale commercial complexes, chain restaurants and high-speed rail hotels. Shared charging vending machines screen and put products according to these different places, which can further develop customers' consumption habits and the penetration rate of places. To achieve the purpose of multi-profit.
At present, rental income is still the most mature and largest sector in the industry. However, how to use channel compound interest to obtain new growth points is the direction that the industry is actively exploring. And the combination with vending machines is a very promising direction at present.
In the past few years, the volume and growth rate of advertising revenue was the largest, and it will reach tens of millions in 2020. The screen display cabinet can be placed in densely populated stations and airports, and the small cabinet cabinet, power bank body and the rental page of the applet can also be used by businesses to advertise. At the same time, a large amount of consumption data has been accumulated in the background, which can help to tap the new needs of users in the scene, such as small commodities suitable for placing in the area. In addition, electronic cigarettes are also a hot spot in the layout of shared power banks in 2020, and some leading companies have begun to launch automatic cigarette vending machines on a small scale. Therefore, the birth of the shared charging vending machine is also in line with the current trend of market changes.
The sales volume of electronic cigarettes in the new retail market in the field of power bank is as high as 70 billion yuan. Use the powerful channel network of tens of millions of merchant resources to build a new retail and advertising platform. However, most of the innovative businesses are currently in the early stage, and it will take time to verify whether each model can achieve the expected results.
The biggest threat to
shared power banks is fast charging technology. Fast charging technology has developed rapidly in terms of commercial popularity and technological progress, but two core problems have not yet been solved: First, the battery life of mobile phones has not increased, which means Users still need secondary charging, and still need to carry charging equipment; second, most of the fast charging speed is still not fast enough in the early stage, and it takes about 30 minutes to charge to 50% of the power; and the ultra-fast flash charging technology uses batteries in series. The charging scheme of the mobile phone can no longer use the normal 5V charger, which will affect the battery life. Therefore, there is still a long window period left for the shared power bank.
