远山/文 今年国庆假期，某在线租赁平台实时发布的一组数据引发关注：便携相机、运动相机、无人 机、长焦镜头等设备的租赁订单量同比激增348%，较2025年8月常规周期增长196%。 这一现象背后，是年轻群体在旅行中大规模采用租赁方式获取装备，从相机到服饰，从充电插头到露营 用品，租赁正从边缘选择变为主流行为。00后以62%的占比成为旅游消费主力，他们用百元预算租下价 值数千元的设备，完成旅行中的内容创作与体验升级。这场看似轻巧的"爆改"，实则映射出消费逻辑的 深层迁移。 传统租赁集中于房产、车辆等高价值、长周期资产，其核心是解决"拥有"的资金压力。而当下兴起的新 租赁经济，已突破这一边界。一台大疆Pocket3售价超3000元，年使用频率可能不足十次，购买意味着 长期闲置与技术贬值。99元租用3天，既规避了资产沉没，又确保使用最新技术。 该模式的本质，是将消费从"所有权导向"转向"使用权导向"。用户不再为商品的全生命周期买单，只为 实际使用时段支付成本。这种转变在3C数码、户外装备、服饰穿搭等领域尤为明显。某在线租赁平台 数据显示，95后用户占比超六成，00后订单量一年翻两倍，新一线及二线城市青年成为主要参与者 ...

Core Viewpoint - The article highlights a significant shift in consumer behavior among young people, particularly in the context of travel, where renting equipment and experiences has become a preferred choice over ownership, reflecting a broader consumption revolution [4][14][27]. Group 1: Rental Trends in Travel - During the recent National Day holiday, rental orders for portable cameras, action cameras, drones, and long-focus lenses surged by 348% year-on-year and increased by 196% compared to the regular cycle in August [2][4]. - The rental market for cars has also seen a rise, with 40% of bookings made more than 30 days in advance, and the average rental period increasing to 5.2 days, up over 30% from last year [9][10]. - The popularity of RV rentals has grown, with some rental shops reporting over 90% booking rates for peak travel dates [9][10]. Group 2: Consumer Preferences and Behavior - The 00s generation has become the main consumer force in travel, accounting for 62% of tourism spending, indicating a shift towards a rental-based lifestyle [4][19]. - Young consumers are increasingly renting items that enhance their travel experience, such as cameras and camping gear, rather than purchasing them [10][11]. - The trend of renting extends beyond travel, with a growing preference for renting various items, including tech gadgets and outdoor equipment, reflecting a shift in consumer values towards access over ownership [15][27]. Group 3: Market Growth and Future Projections - The new rental economy is expected to grow significantly, with projections estimating the market size to reach 716.9 billion yuan by the end of 2025 and potentially approaching 1 trillion yuan by 2030, with a compound annual growth rate of 69% [35][40]. - The rental service penetration is currently at 8%, but the willingness to use such services is as high as 51%, indicating substantial growth potential [35][40]. - The rental market is evolving from niche consumption to mainstream commercial avenues, with over 30,000 businesses participating in the sector [40][44].

Core Insights - The article highlights the rapid growth and transformation of the rental market, particularly among younger consumers who prefer experiences over ownership [2][4][5] - The new rental economy is projected to reach nearly 1 trillion yuan by 2030, driven by a shift in consumer behavior towards experience-based consumption [4][8] Group 1: Market Trends - The rental market has evolved from addressing basic needs to offering diverse experiences, with consumers now able to make quick decisions, such as renting a bike within 30 minutes [3][5] - The Z generation (born between 1995 and 2009) constitutes over 60% of active users in the rental market, with orders from "post-00s" consumers doubling in the past year [2][4] - The new rental model emphasizes rational consumption, social recognition, instant gratification, and self-pleasure, reflecting a shift in consumer logic [3][4] Group 2: Economic Impact - The new rental economy is expected to surpass 1 trillion yuan by 2026, indicating significant market potential [4][8] - The integration of credit systems into the rental process has lowered barriers for consumers, enabling them to rent without upfront deposits, thus expanding the market [6][7] Group 3: Challenges and Solutions - The rental industry faces challenges such as high deposit requirements and poor user experience, which hinder further market penetration [8][9] - A white paper suggests that standardizing processes and improving transparency can address consumer pain points, such as unclear product conditions and pricing [8][9] Group 4: Future Outlook - The rental ecosystem is expected to achieve a win-win scenario for users, businesses, and society, with enhanced efficiency and sustainability [9][10] - As foundational rules are established, the potential for the trillion-yuan rental market is anticipated to be further unlocked [10]