事實上，怪獸充電業務模式調整的情況，透過最新財報表現，也可窺見一斑。根據怪獸 2024 年第一季財報，在公司營收下滑且網路合作夥伴的合約安排發生變化的同時，公司全國代理點位佔比，卻由 2023 年底的 72.8% 提升到了 79.7%。
In this regard, Cai Guangyuan, CEO of Monster Charging, explained: "While maintaining the core points of the direct operation model, we strategically adjust resources to develop the agency model." Xin Yi, CFO of Monster Charging, further stated: "Although the adjustment of the operating model will result in one-time costs, it is of great significance to the company's long-term financial health."
The core leader of Monster Charging did not specify the details of "optimizing" the direct business, but clearly conveyed The company’s development ideas towards the agency model were revealed. But for Monster Charge, while fully developing the agency model, excessive profits are being made to agents, which is also causing the company to fall into a situation of declining revenue and net profit.
The phenomenon of arbitrary charging is serious and agency disputes are prominent
In fact, the problems of arbitrary charging and overcharging caused by vigorously developing agents, as well as dealer losses caused by market misjudgment, are also becoming obstacles to the long-term development of Monster Charging key.
On the one hand, because Monster Charging has opened up the authority for dealers to freely set operating prices, this has led to differences in the pricing models of merchants in different regions. Some users often find that the deduction amount exceeds expectations only after consumption, resulting in a large number of large amounts. Rights protection and complaints about deductions. On the Black Cat complaint platform, there have been 280 complaints about Monster Charging in the past 30 days, a large number of which were complaints about excessive charges and agency disputes.
On the other hand, the vigorous promotion of the agency model has led to business personnel over-promising, which ultimately led to agents being unable to install equipment after purchasing goods, which is causing a series of disputes.
Recently, several Monster agencies in Harbin, Wuhan, Changsha and other places reported to Sina Technology that after they purchased hundreds of thousands of power bank equipment from Monster Charging, they found that the installation effect was not as good as the original Monster sales personnel promised. , but due to problems such as the disbandment of the laying team and the shirk of monster charging, the two sides are now in extreme tension.
Gradually abandon direct sales and shift the focus of its shared power bank business to the agency model of Monster Charging. It is reducing its own assets and liabilities while accelerating its market layout. It is also mobilizing the funds in the pockets of agents to conduct market experiments for itself, and cooperates with Meituan Charging and Street electricity, small electricity and other peers compete.
In this point coverage competition, it is still unknown who will win in the end. In communication with Sina Technology, a large agent in the power bank industry bluntly said: "In the future, there will only be two or three players in this industry. Although Monster currently has the highest market share, their business model is too single and weak in public perception." The status of Meituan power bank is not stable either. "
This article comes from the WeChat public account: Sina Technology (ID: techsina), author: Zhou Wenmeng, the original title is "Shared power bank "boss is in danger": only direct business remains. Operation and maintenance, the agency model breeds serious arbitrary charging》
據怪獸充電 2024 年第一季財報，怪獸充電營收 3.972 億元（5,500 萬美元），比 2023 年同期下降 51.7%。其中，減少的主要原因是 —— 
