中国共享电单车行业市场规模测算逻辑模型 头豹词条报告系列
Tou Bao Yan Jiu Yuan·2024-09-04 12:39

Investment Rating - The report provides a positive investment rating for the Chinese shared electric bicycle industry, indicating strong growth potential in the coming years [1]. Core Insights - The Chinese shared electric bicycle market is projected to experience significant growth, with the market size by total distance traveled expected to increase from approximately 17 million kilometers in 2023 to over 93 million kilometers by 2027, reflecting a compound annual growth rate (CAGR) of approximately 55.49% [7]. - The market size measured by total carbon reduction per capita is also expected to grow substantially, indicating the industry's contribution to environmental sustainability [11]. - The report highlights that the market size measured by revenue is anticipated to rise from approximately 24.67 billion RMB in 2023 to about 136.81 billion RMB by 2027, showcasing a robust growth trajectory [16]. Summary by Sections Market Size by Revenue - The market size for the Chinese shared electric bicycle industry, measured by revenue, is projected to grow from 24.67 billion RMB in 2023 to 136.81 billion RMB by 2027, with a CAGR of 55.49% [16]. Market Size by Total Distance Traveled - The total distance traveled by shared electric bicycles in China is expected to increase from 17 million kilometers in 2023 to 93.71 million kilometers by 2027, representing a CAGR of 55.49% [7]. Market Size by Per Capita Carbon Reduction - The industry is projected to contribute significantly to carbon reduction, with the per capita annual carbon reduction expected to rise from approximately 14.88 billion kg in 2023 to 64.27 billion kg by 2027, indicating a strong environmental impact [12]. Market Size in Specific Cities - In Kunming, the total number of shared electric bicycles is expected to grow from 12.8 million in 2022 to 31.06 million by 2027, with a CAGR of 21.83% [17]. - In Nanchang, the total number of shared electric bicycles is projected to increase from 6.1 million in 2022 to 9.96 million by 2027, showing a recovery after a decline in previous years [21]. Average Riding Distance and Usage Frequency - The average riding distance per trip in Kunming is expected to stabilize around 2,500 meters, while the average annual usage per bicycle is projected to decrease slightly from 1,344.4 times in 2020 to 1,029.17 times by 2027 [18][19]. - In Nanchang, the average riding distance is expected to increase slightly to 2,365.51 meters by 2027, while the average usage frequency is projected to remain stable [22].