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Sharing charging treasure is still fighting. Alipay has laughed.

via:全天候科技     time:2019/9/21 17:17:18     readed:955

According to Li Qin's high frequency of using shared charging treasure 2-3 times a week and the price after the industry's price hike, her spending on charging in the past month has been enough to buy a brand charging treasure.

But Li Qin remembers that he first contacted the shared charging treasure in 2017. At that time, the monster charged with the Alipay under the ant's gold clothing and launched the "1 cents charging 1 hours" activity. Not only is the consumer price low, but also the deposit-free can be achieved through sesame credit points, which has attracted a large number of users, including Li Qin, who are heavily dependent on Charging Bao, and quickly "accustomed" to the habit that users no longer take Charging Bao with them when they go out.

According to iiMedia Research, in 2018, the number of users of shared rechargeable treasures in China reached 196 million, which will increase to 305 million in 2019 and 408 million in 2020.

The industry generally believes that behind the rapid rise of the share charging treasure industry scale, deposit-free is one of the "merits" that can not be ignored.

Caller CMO Ren Mu once mentioned that deposit is a key factor hindering the development of shared charging treasure. It is not difficult for users to pay 100 yuan deposit before borrowing charging treasure. "We want to lower the threshold for users in the whole industry. The deposit must be the threshold."

A special research report on China's Shared Charging Bao Industry in the first half of 2017, also published by Ai Media Consulting, shows that the distribution of factors affecting the type of equipment selected by users of Shared Charging Bao, and "deposit" ranks first.

According to Tech Planet, the conversion rate of orders increased by 30% after the monster charges were exempted from credit. In other words, "deposit or not" affects about 30% of users'decision-making.

"If I had to pay the deposit, I would not have used it." Li Qin said firmly.

Sesame Credit Bureau Shared Charging Treasure

In 2015, the pioneers of sharing charging treasures appeared in the market one after another; in the same year, the Sesame Credit Branch was officially launched. But it was not until July 2016 that the first "deposit-free" model of shared charging treasure based on Sesame credit score appeared in the industry.

"After sesame credit is separated, we want to find some scenarios to let users feel the credit life." Chen Libin, head of operation of Sesame Credit Sharing Charging Bao, said that before that, the Sesame Credit Team had tried to buy a batch of Charging Bao, umbrellas and other small items to put in McDonald's, KFC and other places, so that creditworthy users can enjoy no deposit loan. But the effect is not warm.

The turning point took place in 2016, when Sesame Credit found the owner of a Shenzhen playground and came up with the idea of putting portable battery into the playground. The other side said that there is a company called call Technology also offered to release their own portable battery, they have more mature hardware. Therefore, under the introduction of the playground owner, sesame credit and calling technology reached a consensus on sharing portable battery cooperation. After three months of communication, collision, the two sides jointly developed the underlying code of credit lease.

In November 2016, caller technology officially launched the deposit-free business by evaluating the credit score of sesame. Users with a credit score of 600 or more can get the deposit-free service.

December 20 of the same year, call Technology and Sesame Credit announced in Beijing that the two sides reached in-depth strategic cooperation. At the press conference, Wang Xi, general manager of Sesame Credit Life Department, said that deposit is the poison of shared economic development, relying on deposit easily makes the shared economy fall into the unhealthy business model of drinking poison to quench thirst; exemption of deposit is gradually becoming the standard allocation of shared economy, which can not only lower the threshold of use, bring more new users for partners, but also help them seize the tuyere of future credit dividend in advance.

According to the public information, more than 60% of the total orders from Sesame Credit account for more than one year later, and more than 10 billion deposits are deducted for Sesame Credit users.

For the "deposit" issue, Shared Charging Company Monster Charging also has the same understanding.

"In product design, we saw some problems with the deposit of bicycles, so from the very beginning we directly contacted Sesame Credit to do credit exemption." Cai Guangyuan, founder and CEO of Monster Charging, mentioned it publicly.

Founded in March 2017, the monster recharged and worked with Alipay for 5 months after the company went online for 1 hours to recharge 1 hours.

When users use the monster to charge, they only need to turn on the Bluetooth, and then use Alipay to scan the two-dimensional code. The charging treasure provides two charging lines and six interfaces, which can satisfy six parts simultaneously.Mobile phoneCharge.

Chen Libin said that after entering the industry of shared charging treasure with sesame credit exemption, it soon became the industry standard, "We basically removed the deposit from this industry."

Nowadays, in addition to Head Shared Charging Bao's "Three Electricities and One Beast" (Street, Call, Small Electricity and Monster Charging), at least dozens of small regional Shared Charging Bao brands have access to Sesame Credit. And the threshold of sesame credit score is reduced from 600 to 550.

According to the rules of Sesame Credit Score, if the user does not return the Charging Treasure through Sesame Credit Score, Sesame Credit will record the behavior, and may also affect the user's credit evaluation, thereby affecting its application in other Sesame Credit Scene. For example, if a user borrows the charging treasure of brand A and does not return it, the lower credit score may lead to the failure of normal use of the charging treasure of brand B and shared bicycle services.

In addition, when the user reaches the upper limit when using the charge treasure, Alipay will deduct 99 yuan from the user's Alipay account (approximately the cost of a charging treasure) to the corporate account.

In this way, the credit score of sesame not only facilitates users on the free charge, but also guarantees the interests of enterprises on the supporting functions.

Trustdata, a large data monitoring platform for mobile internet, published in July this year the Development Analysis Bulletin of China's Shared Charging Industry in 2019, shows that 95.4% of the orders for credit deposit-free share charging have reached, and the overdue rate is less than 0.5%. Among them, 66.8% of users chose to use Alipay rental sharing charging device.

Photo Source: Trustdata 2019 Analysis of the Development of shared charging Industry in China

In 2017, the number of users of shared charging treasure in China reached 104 million, an increase of 225.0% compared with 232 million in 2016.

Alipay's abacus

In this cooperation, which has brought tremendous changes to the share charging treasure industry, the users who benefit from it and the share charging treasure enterprises may not be the biggest winners.

"the most direct thing is that we share portable battery's scene to promote sesame credit points to users and let users use sesame credit." Chen Libin said that in the process of working with enterprises, in addition to sesame credit, Alipay will also provide payment and other product functions. This means that how many users use sesame credit's deposit-free service, then the same volume of users use Alipay payment.

IResearch AI consulting statistics show that in the first quarter of 2019, Alipay accounted for 53.8% of the third party mobile payment transaction market in China, and ranked second in the first place, accounting for 39.9% in WeChat.

As the largest social platform in China, WeChat is catching up with Alipay's leading position in mobile payment in just a few years, relying on its own number of users.

But in the opponent's social business, Alipay can be described as a "repeated defeat." Alipay has launched a number of social products in recent years, such as "communication", "circle" and so on, most of which have had little effect. If we want to dig more life scenarios outside of society to improve the frequency of application use, user activity and so on, the sharing economy industry has undoubtedly become the best breakthrough at present.

Up to now, Alipay's credit free business has covered shared cars, sharing bicycles, renting materials, etc. According to Chen Libin, the current number of users of shared charging treasure is second only to that of shared bicycle.

Photo source: Alipay page screenshot

But let Alipay not worry about is that this year, "second" WeChat is also sharing the economic field of action. Especially on March 19, after Wechat launched a Wechat payment score similar to Sesame Credit Score, the Wechat payment score has rapidly penetrated into the shared economic sectors, including the shared charging treasure.

In order to speed up the development of the market, some industry sources said Alipay even in the process of working with a number of shared portable battery enterprises to "reverse paste." Portable battery, a company that has cooperated with Alipay, revealed that in order to promote sesame credit points, Alipay and the company cooperated in the "1 penny charging 1 hour" activity, although only 1 cent per hour was charged to the user, but it still paid 1 yuan per hour to the enterprise, which also meant that Alipay paid 0.99 yuan per hour for this purpose. However, this statement has not been recognized by Alipay.

The industry also said that in addition to the support of marketing activities, Alipay is still trying to match the merger of two head companies that share the rechargeable treasure industry. And in April of this year, news came out that Alipay's parent company ant clothing was coordinating the merger of street electricity and small electricity. If the merger was successful, the ant's gold suit would be injected into the new company to get more charging data.

From the enterprise background, street electric is the first company to share the charging industry with Alipay. According to the report of the Beijing News, Ant Golden Clothes also made adjustments to Street Electricity, but due to the patent disputes in Street Electricity, it finally disappeared.

In the view of many industry insiders, 2019 is a key year to share portable battery industry, not only the competition between brands intensifies, but also a lot of capital also pays attention to this industry, and the industry pattern will change. It is not known which shared portable battery enterprise can laugh to the end, but for now, Alipay is already a stable beneficiary.

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