2024年中国共享充电宝行业研究报告

Investment Rating - The report does not explicitly state an investment rating for the shared charging treasure industry Core Insights - The shared charging treasure industry in China is expected to grow significantly, with a market size projected to exceed 400 billion yuan by 2029, driven by increasing mobile internet users and consumption scenarios [30][31] - The industry has transitioned from a model-driven and scale-driven phase to a profitability-driven phase, with leading players focusing on operational optimization and innovative business models to enhance profitability [26][30] - Young users are the primary consumer group for shared charging treasures, with increasing daily charging frequency and a solidified usage habit [45][50] Summary by Sections 01. Industry Driving Factors - The number of mobile internet users in China reached 1.52 billion in 2023, expected to grow to 1.69 billion by 2026, providing a stable foundation for the shared charging treasure industry [6][8] - The average battery capacity of mainstream smartphones reached 4962mAh in 2023, leading to an increased demand for charging solutions due to higher power consumption [11] - The recovery of offline consumption scenarios, particularly in dining and entertainment, has created favorable conditions for the shared charging treasure industry [12][15] 02. Industry Status Analysis - The market size of the shared charging treasure industry reached 12.6 billion yuan in 2023, with a year-on-year growth rate of 25.7% [30] - The industry is characterized by high concentration, with the top five brands holding a market share of 96.6%, indicating a stable competitive landscape [35] - The operational models are primarily divided into direct sales and agency models, with the agency model gaining traction due to its lower capital requirements and faster expansion capabilities [37][39] 03. Demand Insights - The majority of shared charging treasure users are young individuals, with a notable increase in charging frequency as users experience "battery anxiety" [45][50] - Over 65% of borrowing needs are met, indicating improvements in point distribution and user satisfaction [58] - Key factors influencing brand preference include convenience of borrowing and returning, charging speed, and transparency in pricing [60] 04. Case Studies of Typical Enterprises - Monster Charging employs a dual model of direct sales and agency to enhance market share while diversifying its business structure [63] - The company has strengthened its hardware quality and integrated advanced technologies to ensure stable service delivery [64][65] - Monster Charging focuses on enhancing user experience through partnerships and digital customer service solutions [68][70]