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艾瑞咨询:2020年中国共享充电宝行业研究报告 | Jinghuang Network

艾瑞咨询:2020年中国共享充电宝行业研究报告

2020年3月29日 Jinghuang Network hk.0731jianzhan.com

中国共享充电宝市场发展迅速,行业前四的玩家可占整体市场份额将近85%,竞争日趋激烈。市场逻辑得到验证,租赁业务是主营业务,2019年共享充电宝的租赁业务达79.1亿元。如排除掉疫情的影响,行业近2-3年将仍然处于高速增长且稳定盈利的阶段,2019年TOP4的毛利率可达24.9%。目前变现多元化是全行业思考和突破的方向。但鉴于刚性的市场需求以及电池技术的缓慢发展,预计租赁业务的红利期,即创新业务的窗口期还有较长时间。

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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