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2023年中国共享充电宝行业趋势报告
原创 Alice Wen Fastdata极数
共享充电宝行业经过多年快速发展,大部分曾经的创业企业已经被淘汰或者业务转型,头部品牌梯队已经形成,头部品牌的竞争壁垒已经建立。从共享充电宝的竞争格局来看,怪兽充电、竹芒科技(街电+搜电)、小电、美团等稳居中国共享充电宝第一梯队,目前怪兽充电宝无论是从融资能力、用户品牌认知度还是市场份额来说,怪兽充电宝都暂居中国共享充电宝榜首位置。
2023年随着中国经济的回归常态,怪兽、美团、竹芒科技(街电+搜电)及小电等共享充电宝平台持续的资源投入、提升运营效率、更加关注市场需求、多元化营收模式等,中国共享充电宝头部平台的竞争更加激烈,大部分城市已经进入存量博弈阶段,中国共享充电宝现有的竞争格局随时可能会被打破。怪兽、竹芒科技(街电+搜电)、小电及美团,都具备成为中国共享充电宝霸主的可能性。随着头部品牌的竞争加剧,头部品牌的业绩表现将出现分化,领跑者的市场集中度会进一步提升,最终共享充电宝可能和其他小赛道互联网行业一样,剩下一到两家有竞争力的企业,共同瓜分行业用户及利润。
此外,租赁费虽然是共享充电宝最重要的营收来源,但是在行业增长放缓,甚至部分城市进入存量博弈阶段时,共享充电宝租赁业务模式带来的收入增长瓶颈显而易见,租赁费用上涨带来的用户需求流失及汹涌舆情,对品牌长期健康发展危害巨大,所以一些新的商业模式及创收模式将在共享充电宝行业不断出现及尝试,例如线上线下广告、智能零售+共享充电宝、充电业务外延、文化创意产品等,将会成为共享充电宝行业流量二次变现的重要探索方向。
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原标题:《Fastdata极数:2023年中国共享充电宝行业趋势报告》
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