The epidemic has spurred the second growth curve of the battery swapping market

At the beginning of the year, the outbreak of the COVID-19 swept the whole industry. People were isolated from home and could not go out, which led to the distribution service. Meituan, Hunglemai, Dingdong Buying Vegetables, etc. were all concentrated. "Retail+distribution" was to meet people's diverse needs, and the importance of instant consumption and distribution was highlighted. The main delivery tool for delivery industry personnel is electric vehicles, which are lightweight, flexible, and cost-effective. Electric vehicles are currently the most suitable choice for riders. However, the range of general electric vehicles is limited, and when they run out of battery, they need to find a place to charge for 1-3 hours. For riders engaged in the instant delivery industry, once the battery runs out, it will affect the delivery service and even receive negative reviews. Moreover, finding a place to charge and ensuring the safety of charging is also a major issue. The epidemic has brought crisis and opportunity, and the battery swapping industry has ushered in a second growth curve through the epidemic.

Meituan announced that there are 2.7 million effective riders on the platform; According to the data released by Hummingbird Delivery, there are over 3 million registered riders; The number of riders announced by Dianwoda to the public is 3 million, while Dada has 4.5 million; The number of Flash Delivery personnel announced by Flash Delivery is 560900; The number of male runners announced by UU errand exceeds 1 million... This means that the six main enterprises covering food delivery, crowdsourcing, and errand delivery have a total scale of nearly 13 million delivery personnel.

The only martial arts in the world are fast and unbreakable. Despite the surge in delivery services, delivery speed has become a new competitive focus in the delivery market. The main food delivery platforms have currently shortened the delivery time of food delivery orders to within 30 minutes. The instant delivery industry needs to further improve efficiency, not only by optimizing personnel and processes, but also by upgrading delivery tools. In the past two years, the field of electric vehicle rental and swapping has received attention and favor from the capital market, with giants such as Tencent, Alibaba, and Ant Financial competing to enter and accelerate their layout in the electric vehicle swapping market. Small and large battery swapping companies have also sprung up like mushrooms after rain, rushing into the industry track to seize market share. Under the dual trends of the sharing economy and the food delivery market, the opportunity for the battery swapping market has arrived.