Shulou(Shulou.com)11/24 Report--

Recently, the charging industry is surging, on the one hand, the "price defense war" launched by charging operators such as special calls and star charging, which is intended to turn losses into profits; on the other hand, the three operators of special calls, star charging and cloud fast charging cut off the interconnection with Fast Power and set up a "triangular alliance", which was intended to compete for and harvest traffic, causing heated discussion in the industry for a time.

Behind the series of disputes, there is a consensus in the industry that the biggest "internal and external trouble" of these players is Cloud Quick Chong, because it has no "father" and has an unstable foundation, and is now facing the tragic loss of both platform operators and charging users. it may even be reduced to the fate of being carved up by "allies" and competitors.

Cloud fast charging alliance "Special Star" operators and users are both lost.

Among the three operators, Trent call and Star charging have their own charging posts; Cloud Fast charging claims to operate 360000 charging terminals by virtue of the "direct connection" mode of the third-party SaaS service platform, ranking first in the field of charging piles SaaS, Weijingyun and Dake Cloud ranked second and third respectively. However, this does not change the fact that Cloud Quick Chong is the weakest in the "triangle alliance". And at present, cloud fast charging is facing the flight of charging operators, as well as charging users being robbed by competitors.

According to sources, in eastern China, an urban charging station operator in Suzhou said that after the cloud was almost switched off, its station income directly dropped by 70%. "We have considered not using the cloud fast charging system. We are going to make our own system access platform, which will be more flexible and autonomous, and will not be so passive." Sources said that these charging piles, which were lost from cloud fast charging, were being robbed by Xiaogu, Weijingyun and Dachayun in large quantities. "in just one month, tens of thousands of charging guns may have been robbed."

Not only on the merchant side, but also on the user side, Cloud Quick Chong is also facing the loss of users. Taxi drivers from the core cities in the west said, "now there are fewer piles for cloud quick charging, so it is inconvenient for us to use them." we will use whoever is easy to use and who is cheap, and slowly we will not use cloud fast charging. " According to the driver, in this case, they have more choices, such as special calls, stars and express calls, tangerines and other platforms.

It can be seen that the direct consequence of cloud fast charging and disconnecting fast power App is to make the income of operators on its platform less and the user experience worse. In fact, there are not a few charging pile operators in a city like Suzhou or multiple cities across the country. If they all build their own or choose other SaaS platforms, the impact on Cloud Quick charging will be fatal; the loss of operators will accelerate the loss of users, thus forming a vicious circle.

In addition, from the model point of view, Cloud Quick charge's "directly connected" light asset model, so that it almost does not actually own charging pile assets, which makes its foundation not as stable as special calls and stars; and in terms of users, Cloud Quick charge is the smallest of the three "Special Nebula". According to the download data of a third-party app store, the number of App downloads is 9 million +, the number of special calls is close to 5 million, the star is 3.5 million, and the cloud fast charge is only 580000. Cloud Quick Chong is a user that can't stand trouble at all.

Cloud Quick Chong without "dad" may be carved up by competitors.

Looking at the charging and changing industry, it is needless to say that Xiao Ju relies on the users and traffic provided by Didi's ride-hailing business, while Fast Power relies on the "first share of China's charging service" energy chain. as well as the car owner resources brought by the enterprise service plate under the energy chain to form support. Even in the Triangle League, Tetra calls to produce charging piles, backed by Tracy, and even Xing Xing has a declining 4S store car dealer "Dad".

On the merchant side, the operators on the cloud fast charging platform are easily robbed by Xiao Ju, Wei Jingyun, and Dak Yun; while on the client side, in the face of Xiao Ju and fast electricity, Cloud Fast charge also lacks competitive advantage, once the "triangle alliance" changes, it is very difficult not to be snatched by temporary allies such as special calls and star charging, and even face the fate of being quickly "carved up" eventually.

It is understood that Yunkuangchong has been based in Nanjing since 2016, the founder came from a municipal system department, and then introduced professional managers from the oil circle. There is no more financing news in the media, and the shareholder background is dwarfed by the above-mentioned companies.

According to the analysis of people in the industry, making a platform in the charging and changing industry requires continuous investment, and platform players either need to rely on listed companies or strong shareholder backgrounds, or rely on group business that can provide users and traffic, otherwise it may be difficult to have a competitive advantage and the platform will not survive for a long time.

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