"今年的中秋、国庆假期，我们全家要去内蒙古自驾游。为了记录秋色，我已经提前租好了无人机和运 动相机。8天假期只需花几百元，就能尝试这些产品的拍摄效果，还可以让孩子们体验新科技，很划 算。"在北京工作的陈女士向中国证券报记者表示。 带来产业机遇 拉长时间来看，租赁经济与共享消费整体呈增长态势。 国家市场监管总局联合蚂蚁集团发布的《循环经济背景下的消费租赁行业健康发展白皮书》显示，2024 年我国租赁经济交易规模突破4.2万亿元，同比增长32%，服务用户超7.5亿人次。数智平台的租赁交易 额占比达65%。 从自驾线路上的越野车，到旅行期间的录像设备，以"租"为核心的共享消费在中秋、国庆假期备受欢 迎。 租赁物品类型丰富 假日来临，旺盛的出行需求带热汽车租赁市场。 交通运输部副部长李扬9月28日在国新办举行的新闻发布会上表示，自驾仍是公众出行的主要方式，中 秋、国庆8天假期，预计自驾出行将达到18.7亿人次，占出行总量的八成左右。 长租期的租车订单增长明显。神州租车数据显示，中秋、国庆假期租期8天以上的订单同比增长超 30%。 除汽车外，旅游新玩法带动摄影器材租赁升温。美团旅行数据显示，观星游、做复原妆造打卡古建筑 ...

齐鲁晚报·齐鲁壹点记者 尹睿 "富士和佳能的微单基本没货了，现在只剩少量 CCD 和大疆 Pocket3！"9月26日，济南宽厚里商圈的"安妮相机"门店内，老板安妮一边给顾客调试相机参 数，一边跟记者念叨。虽然距离国庆中秋假期还有几天时间，但这家拥有600余台相机租赁设备的门店，已经提前进入"挑单"模式。 600余台设备订空80%，热门机型"拼手速" 走进安妮相机的门店，最吸引目光的不是摆满货架的相机，而是每个相机上都贴着详细的预定信息标签。"我们有六七百台设备，光大疆Pocket3就有100 多台，现在80%都订出去了，剩下的基本是国庆这几天应急用的。"店长安妮拿起手机，快速翻看着这些天陆陆续续接到的线上预定单。 安妮告诉记者，今年国庆订单的"启动时间"比往年早了近一个月。"最早6月份就有人来问，说国庆要去旅行，担心热门机型缺货想提前锁定，一般都是 9 月初才集中预订，今年9月中旬，富士、佳能的微单就全空了。"翻着手机里的订单记录，安妮介绍，租客多以20-30岁年轻人为主，"有大学生组团拍vlog 的，也有上班族租三四天去周边探店、拍照的，大家都想趁着假期拍点好东西。" 相关数据显示，今年以来，以便携式运动 ...

Group 1 - The rental of drones has become a popular choice for travelers, especially during the upcoming National Day and Mid-Autumn Festival holidays, as it allows for capturing aerial photography [2] - Consumers find drones appealing due to their high image quality, ease of use, portability, and affordability, aligning with the spending habits of younger generations [3] - The demand for drone rentals is high, with many models already booked out ahead of the holidays, particularly those with strong wind resistance and over 30 minutes of battery life [5] Group 2 - The camera rental market is also experiencing growth, with daily rental prices ranging from 30 to 100 yuan, and popular models becoming hard to find [5][7] - Online camera rental services are seeing a significant increase in orders, with daily rental volumes tripling compared to usual levels [7] - The overall 3C digital product rental market has surpassed 26 billion yuan, indicating a robust growth trend in this sector [9][14] Group 3 - The rental business for portable action cameras has surged, with transaction volumes increasing by 600% compared to the same period last year [12] - A significant portion of consumers aged 20 to 30, approximately 63.5%, prefer renting digital products, highlighting a shift in consumer behavior [12] - The 3C digital product rental market is projected to reach 26.91 billion yuan in 2024, with expectations for further growth in 2025 [14] Group 4 - The emergence of a robot rental business in Shenzhen reflects the expanding rental economy, offering various robots for different applications, with a low entry cost for consumers [9] - The development of the rental economy is seen as beneficial for green economic growth, as it promotes efficient resource use and reduces capital expenditure [12] - Regulatory oversight is deemed essential for the rental market, emphasizing the need for platforms to establish credit management and conduct thorough audits of merchants [14]

Core Viewpoint - The rapid development of technology has accelerated the iteration speed of electronic products, leading to a growing trend of renting devices like drones for travel experiences, especially during the upcoming National Day and Mid-Autumn Festival holidays [1][2]. Group 1: Drone Rental Market - Consumers are increasingly opting to rent drones due to their high-quality imaging, ease of use, portability, and affordability, aligning with the spending habits of younger generations [2][6]. - Rental prices for drones range from several dozen to over a hundred yuan per day, making it a cost-effective alternative to purchasing expensive equipment [2][6]. - Popular drone models for rental include those with strong wind resistance and over 30 minutes of battery life, indicating a high demand for quality features [8][10]. Group 2: Camera Rental Market - The camera rental market is also experiencing significant growth, with daily rental prices for various types of cameras ranging from 30 to 150 yuan, reflecting a similar trend among young consumers [11][12]. - The demand for rental cameras has surged, with daily rental orders reaching three times the usual volume, indicating a strong preference for this cost-effective consumption method [11]. Group 3: Broader Rental Market Trends - The overall 3C digital product rental market has surpassed 26 billion yuan, showing explosive growth, particularly in portable action cameras, which saw a 600% increase in transaction volume compared to the previous year [15]. - The rental economy is seen as a way to save capital, enhance consumer experience, and promote green economic development [17]. - A significant portion of consumers aged 20 to 30, approximately 63.5%, prefer renting digital products, highlighting a shift in consumer behavior towards rental services [19]. Group 4: Regulatory Considerations - The importance of platform responsibility and credit management in the rental industry is emphasized, with calls for stricter regulations to ensure the safety and reliability of electronic product rentals [19].

Core Insights - The outdoor equipment rental market is emerging as a significant growth point within the rental economy, providing a more accessible way for consumers to enjoy outdoor activities without the burden of high equipment costs and idle gear [1] Market Overview - The outdoor equipment rental market in China is projected to exceed 20 billion yuan by 2025, indicating substantial growth compared to previous years [3] - Factors contributing to this growth include a shift in consumer attitudes towards high cost-performance and rational consumption [3] Consumer Preferences - Scene-based rental packages, such as "deluxe camping packages" that combine automatic inflatable tents, gas stoves, and folding tables, are increasingly favored by consumers [3] - The combination of online platforms and offline stores is expected to become the mainstream service model in the industry [3] Future Trends - The outdoor equipment rental market is anticipated to maintain a trajectory of continuous growth, evolving towards greater standardization, intelligence, and personalization [3] - The market is expected to become more segmented and specialized, catering to diverse vertical scenarios and consumer needs [4] - Collaboration with the cultural tourism industry is likely to deepen, offering integrated solutions that combine equipment, venues, and activities to enhance operational efficiency and user experience [4]

Core Viewpoint - The clothing rental market is experiencing significant growth driven by sustainable consumption and the sharing economy, particularly among younger consumers seeking personalized and unique fashion options [1][10]. Group 1: Market Trends - The clothing rental market is expanding into various consumer sectors, with a notable increase in demand for unique attire, especially in tourist areas and among students [1][5]. - In tourist spots like Nanjing, rental shops offering traditional costumes are thriving, enhancing visitors' cultural experiences [3]. - The rise of online short dramas has led to increased demand for diverse costumes and props, prompting rental businesses to expand their inventories [7]. Group 2: Consumer Behavior - Students are a significant demographic for clothing rentals, as they often require costumes for events and activities, making rental services a cost-effective solution [5]. - Wedding attire, particularly wedding dresses, remains the largest segment in the rental market, with a 109% year-on-year increase in search volume for wedding dress rentals [9]. Group 3: Future Opportunities - The clothing rental industry is projected to continue its growth, with an online platform reporting a user base exceeding 50 million by mid-2025 and a 52% increase in order volume [12]. - Experts suggest exploring innovative business models such as "rental + subscription" and "rental + purchase" to meet diverse consumer needs and enhance the rental market's efficiency [12].

Core Viewpoint - The rental economy is rapidly expanding in China, driven by a shift in consumer preferences among young people who favor "usage over ownership" and seek flexibility in their consumption habits [1][3][4]. Group 1: Rental Market Growth - The rental economy in China is projected to exceed 4.2 trillion yuan in transaction volume by 2024, marking a 32% year-on-year increase, with over 750 million users served [1]. - The demand for diverse rental services is evident, with significant year-on-year growth in searches for various rental categories, such as camera rentals (63%), wedding dress rentals (109%), and children's stroller rentals (165%) [2]. - The rental market has diversified beyond traditional categories like housing and vehicles to include clothing, beauty products, digital devices, and outdoor equipment, reflecting a trend towards "variety, digital services, and quality demand" [2][3]. Group 2: Young Consumers as Key Drivers - Young consumers, particularly those born in the '90s and '00s, are becoming the main force in the rental market, emphasizing experiences over ownership and valuing cost-effectiveness and environmental considerations [3][4]. - Platforms like "芝麻租赁" reported a 71.6% increase in transaction volume in the first half of the year, with users under 30 accounting for over 60% of orders, and "00后" users seeing a twofold increase in orders [3]. - The trend of "scene-based rentals" is gaining popularity, with businesses offering bundled rental packages for specific activities, catering to the experiential needs of young consumers [3]. Group 3: Challenges and Recommendations - The rapid growth of the rental market has led to increased consumer disputes and challenges such as unclear contracts and damage assessments [6]. - Experts suggest establishing a multi-stakeholder governance system involving government, platforms, businesses, and consumers to regulate the rental market effectively [6]. - Recommendations include enhancing service standardization, ensuring transparency in rental processes, and exploring innovative business models like "rental + subscription" to meet diverse consumer needs [6].

Core Insights - The rental economy is becoming a new consumption norm among young consumers, with a focus on flexibility and trendy experiences [1] Group 1: Camera Rental Market - Camera rental services are experiencing significant demand, with stores renting out four to five hundred devices during peak seasons like holidays [2] - The rental market for cameras has seen a year-on-year increase of 30%, with high demand for products like DJI Pocket 3 and Fujifilm cameras [2] - The average rental price for camera equipment ranges from 50 to 150 yuan, appealing to students and young travelers [2] Group 2: Outdoor Equipment Rental - Renting complete camping gear is gaining popularity among new campers and experience seekers, with a notable increase in rentals during weekends [3] - The rental business for outdoor equipment has doubled compared to the previous year, with daily rentals reaching 160 sets [3] - The cost of renting outdoor gear is significantly lower than purchasing, with daily rental fees being only 5%-10% of the purchase price [3] Group 3: New Consumption Trends - The rental market is rapidly expanding across various sectors, with a notable increase in demand for digital products and outdoor gear [4] - The rental platform "Zhima Rental" reported a year-on-year transaction growth of over 71.6%, with over 60% of users being post-95s [4] - The new rental market is projected to exceed 700 billion yuan by 2025 and approach 1 trillion yuan by 2030 [4] Group 4: Evolution of Sharing Economy - The new generation of sharing economy focuses on enhancing service quality, including professional cleaning and usage guidance [5] - There is a trend towards specialized product combinations tailored for specific scenarios, enhancing consumer experience [5] - Improved convenience through features like credit-based rentals and home delivery is expected to further expand the market [5]

Core Insights - The rental economy is becoming a new consumption norm among young consumers, with a growing trend of "everything can be rented" [1] - The demand for camera rentals has surged, especially during travel seasons and events like concerts, with a year-on-year increase of 30% in rentals [2][3] - Outdoor equipment rentals are also gaining popularity, with a significant increase in demand, particularly among young consumers and families [4][5] Camera Rental Market - A camera rental store in Jinan reported renting out 400-500 devices during peak seasons, with popular models including DJI Pocket 3 and Fujifilm cameras [2][3] - Rental prices for cameras range from 50 to 150 yuan per day, with specific models priced at 80 yuan for DJI Pocket 3 and 120 yuan for Fujifilm XT30 II [3] - The rental market allows consumers to try different brands and models before making a purchase decision, catering to the preferences of young travelers [3] Outdoor Equipment Rental Market - The outdoor equipment rental market has seen a twofold increase in demand compared to the previous year, with 160 sets rented out in a single day during weekends [4] - The average cost for renting outdoor gear is significantly lower than purchasing, with daily rental fees ranging from 50 to 200 yuan, making it accessible for consumers [5] - The trend is shifting from "heavy" camping gear to lightweight options, reflecting a change in consumer preferences towards convenience and flexibility [4] Rental Market Growth - The rental business is experiencing explosive growth, with a 600% increase in demand for portable sports cameras and doubling of sales for outdoor furniture [6] - The rental platform Zhima Rental reported a year-on-year transaction growth of over 71.6%, with a significant portion of users being post-95s [9] - The new rental market is projected to exceed 700 billion yuan by 2025 and approach 1 trillion yuan by 2030, indicating a robust growth trajectory [9] Consumer Behavior Trends - The shift towards a "rent over buy" consumption model reflects young consumers' preference for experiences over ownership, highlighting the potential of the sharing economy [9] - The evolution of the rental market focuses on service specialization, product diversification, and enhanced consumer experience, aiming to address quality and convenience [9]

Core Insights - The rental market is experiencing significant growth, particularly among younger consumers, with a reported annual transaction volume increase of over 71.6% on the Zhima Rental platform [1] - The platform has seen a twofold increase in orders from Gen Z consumers within a year, indicating a shift in consumption and lifestyle preferences towards rental services [1] Group 1: Rental Trends - Young professionals are utilizing rental services for skill development, with over 7,000 users renting books focused on communication skills [2] - The trend of "light asset" parenting is emerging, with young parents opting to rent items like breast pumps and strollers instead of purchasing them, highlighting a shift towards cost-effective solutions [4] - High-demand items such as the Labubu collectible and gaming consoles are frequently rented, with orders for premium devices like the Samsung S23 Ultra increasing elevenfold during concert seasons [4] Group 2: Platform Developments - Zhima Rental is enhancing its operational capabilities by integrating AI assistants for customer service, management, and risk control, aiming to streamline the rental process [5] - The company has committed significant resources, amounting to billions, for marketing and cash incentives to boost platform engagement and support merchants [5] - A new industry standard for rental transactions has been established, effective from September 1, which includes guidelines on rental periods and deposit limits, promoting a more secure rental environment [7]