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> News > Industry News > Is the food delivery battery swapping business really easier to do。
Industry News | 2025.10.17

Is the food delivery battery swapping business really easier to do。

Is the food delivery battery swapping business really easier to do.


The more local riders there are, the better the business of food delivery and battery swapping will be. "This is a question that many people who want to enter the battery swapping industry will ask. But recently, a third tier city customer we served broke this "assumption" with personal experience - there are more than 500 riders in his city, but the battery swapping business almost couldn't hold on when it first started. In fact, the number of riders is just the "stepping stone" for the battery swapping business. The two core factors that truly determine success or failure in operation are network density and competitive differentiation.

battery swap station
When this customer first started his business, he followed the trend and placed three sets of battery swapping cabinets next to his store, thinking, 'As long as there are many riders, there will always be people coming to replace them.'. As a result, the daily average number of battery replacements is less than 20 times in a month, and the cost of electricity is almost unable to cover it. Later, when we conducted market research for him, we found that his battery swapping cabinet was 3 kilometers away from the main business district and food delivery station where the rider was active. The rider would rather choose another one than take a detour to change the battery. This hits the first pain point of the battery swapping business: the number of riders ≠ effective demand, and network density is the traffic password.

The essence of the battery swapping business is "instant service", and what riders care most about is "on the way, time-saving". Just like this customer, after adjusting their strategy, they concentrated their battery swapping cabinets in three core areas: the city center commercial district (covering 200+riders), the surrounding areas of universities (150+riders), and the gathering place of food delivery stations (100+riders). In just two weeks, the daily average number of battery replacements has increased to over 100, and the monthly revenue has directly tripled. It can be seen that choosing the right location is more important than simply looking at the total number of riders - the noon and evening rush hour in the business district, the meal point in the school, and the late night snack time in the community are all natural traffic peaks. Only by placing the battery swapping cabinet in these "rider gathering places" can business actively come knocking on the door.

Solved the problem of 'whether anyone is coming' and also dealt with the competition of 'why did you choose you'. Another customer is doing battery swapping in a second tier city with over 3000 riders, but there are also 8 brands of battery swapping cabinets. At the beginning, the daily usage rate of his cabinets was less than 40%. Later on, he launched the "Credit Free Deposit+Redemption Coupon" combination: with a credit score of 650 or more, there is no deposit required, and riders can receive a 20 yuan coupon for each new customer. At the same time, the battery capacity has been upgraded from 48V40Ah to 60V40Ah, and a single battery change can run 80 kilometers. After this operation, the rider's stickiness significantly increased, and the user retention rate increased from 55% to 82% within three months.

In fact, the competition in the battery swapping industry is no longer about "competing in the number of cabinets", but about "competing in service details". In addition to credit free deposit and long battery life, you can also enjoy recharge discounts (such as getting 50 free for charging 300), low-priced battery replacement at night (20% off from 1-6 am), and instant replacement of faulty batteries. Riders are a group that votes with their feet, and whoever can solve their pain points - afraid of high deposits, short battery life, and expensive battery swapping - will be able to take the initiative in the market.

Returning to the original question: Does the more local riders there are, the better the battery swapping business will be? The answer is' not necessarily '. The number of riders is the foundation, but if we blindly follow the trend, ignore network layout and differentiated competition, no matter how large the market is, we cannot get a cake. Just like that customer from a third tier city, who went from "almost unable to keep up" to "stable monthly income", it didn't rely on waiting for riders to come to their doorstep, but on precise positioning and attentive service. For battery swapping operators, instead of worrying about whether there are enough riders, it's better to first think about "where my cabinet is" and "what's different about my service" - choosing the right location and providing good service are the true moats of the battery swapping business.
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