神州租车2025年度数据发布：订单量和用户数实现两位数增长，跨城自驾成出行新常态

Core Insights - The car rental market in China is experiencing unprecedented growth in 2025, with both rental order volume and user numbers achieving double-digit growth, reflecting a strong release of user travel intentions [2][4] Group 1: Market Trends - The demand for cross-city and in-depth travel has surged, with cross-city travel orders increasing by 240% year-on-year, indicating a shift towards longer journeys and more adventurous travel experiences [2][3] - High-frequency users, those renting cars more than five times a year, have seen a nearly 10% increase, with longer rental periods averaging around four days [2] Group 2: Destination Choices - The rental market is witnessing a "dual-direction" travel trend, with traditional first-tier cities like Beijing, Guangzhou, and Shanghai remaining key hubs, while lesser-known destinations are gaining popularity [3] - Emerging destinations such as De Lingha in Qinghai and Hami in Xinjiang are experiencing rapid order growth, as travelers seek unique and less crowded locations [3] Group 3: User Demographics - The demographic of car rental users is evolving, with nearly a million first-time renters entering the market, and the post-2005 generation showing a significant increase in rental frequency [4] - Users from the post-2005 generation have seen a 250% increase in rental numbers, with many participating in holiday travel, indicating a shift in consumer behavior towards more frequent and social travel experiences [4] Group 4: Vehicle Trends - The penetration rate of new energy vehicles (NEVs) in the rental fleet has significantly increased, with half of the 100,000 new vehicles added in 2025 being NEVs, aligning with the demand for high-quality and environmentally friendly travel options [5][6] - Popular models among renters include BYD Qin Plus and Xiaopeng P7+, showcasing a trend towards smart and comfortable vehicles [6] Group 5: Company Strategy - The company is expanding its rental network, opening over a thousand new locations to meet growing user demand and enhance service accessibility across the country [3] - The focus on user needs will continue to drive the company's strategy, including optimizing vehicle offerings and enhancing technological experiences to support the evolving travel landscape [6]