2025自驾游市场收官盘点,神州租车订单量两位数增长

Core Insights - The 2025 car rental market in China has experienced significant growth, with both rental order volume and user numbers achieving double-digit increases, reflecting a strong release of user travel intentions [1][2] Group 1: Market Trends - The cross-city self-driving trend has shifted from a novelty to a popular choice, with cross-city orders increasing by 240% in 2025, and nearly one million users experiencing the convenience of returning cars in different locations [2] - Major cities such as Beijing, Guangzhou, and Shanghai remain key hubs for the rental market, while emerging destinations like De Lingha in Qinghai and Jin Chang in Gansu are seeing rapid order growth, indicating a shift towards less crowded, unique travel experiences [2] Group 2: User Demographics - The user base is evolving, with nearly one million first-time renters and over 50,000 new drivers aged 18 entering the market, leading to a double-digit growth in rental customers [3] - The post-2005 generation is the fastest-growing demographic, with a 250% increase in rental users, and those renting more than seven times a year have also seen significant growth [3] Group 3: Fleet Expansion and Vehicle Preferences - The fleet size has expanded to nearly 200,000 vehicles, with half of the new additions being electric vehicles, aligning with the demand for greener and smarter travel options [4] - Popular electric models include BYD Qin Plus and Xiaopeng P7+, indicating a strong preference for high-performance and intelligent vehicles among users [4] Group 4: Future Outlook - The company aims to enhance its service network and technology experience to become the preferred partner for users exploring China, driven by the rise of the younger generation and the growth of the electric vehicle market [5]