SHARED INDUSTRY TRANSACTION SCALE

The development of the industry has matured, the business model has been validated by the market, the user habits have been successfully cultivated, and profits have been basically realized. The industry as a whole is in the early stage of maturity, and there is still a lot of room for growth.

The quality, quantity, technological innovation and other aspects of products depend on upstream suppliers.scattered and numerous supplier. Therefore, operators have many choices, but there are not many high-quality resources that can match the more demanding operators. Cooperation, especially exclusive cooperation, still has a certain degree of difficulty.

current market analysis

From the perspective of downstream merchant channels, laying speed and laying density are very important. Therefore, the industry competes fiercely for high-quality points. The proportion of merchants sharing from the initial 20% or even free, increased to about 50%. For operators, merchant channels should be the weakest link in the supply chain. This is also one of the reasons why operators are paying more and more attention to refined operations to avoid vicious competition.

For end consumers, although the frequency of demand is not high, the overall user scale of the industry has increased. Operators’ increased bargaining power over consumers has confirmed the rationality of the shared power bank market on the one hand, and explained the reasons why the industry giants are profitable and continue to make profits on the other hand.

There is no obvious breakthrough in battery technology, and there is still a long time for the dividend period of leasing business and the window period of innovative business. • The outbreak of 5G brings more demand, and the industry market is expected to continue to grow rapidly in 2021 and 2022