宏观政策层面，新租赁模式所体现的"高科技、高效能、高质量"特征，与当前国家全力培育的"新质生 产力"内涵高度契合。凌雄科技长期深耕的DaaS模式，正是新租赁经济的代表性案例。该模式不仅为企 业提供IT设备全生命周期的数字化闭环服务，更通过标准化、平台化的运营，有效提升了设备周转效率 与使用价值，成为中小企业实现轻资产、高效率运营的可靠选择。 1月9日，凌雄科技(2436.HK)大涨超31%，最高触及10港元，创2023年9月以来新高。 消息面上，12月25日，首届新租赁、新经济大会在北京举行。大会以"培育服务业新质生产力，助力中 小企业轻资产运营"为主题，聚焦新租赁经济在技术驱动、资源集约、绿色循环方面的核心价值，汇聚 政府代表、行业领袖与创新企业，共同探索新租赁经济助力中小企业轻资产发展的新路径。此次大会发 布两项关键的团体标准——《IT设备租赁服务与流程规范》及《IT设备租赁服务质量评价》，举 行"DaaS服务赋能中小企业试点签约"仪式，并同期开设"新租赁·中小企业轻资产运营解决方案展"。 港股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 ...

宏观政策层面，新租赁模式所体现的"高科技、高效能、高质量"特征，与当前国家全力培育的"新质生 产力"内涵高度契合。凌雄科技长期深耕的DaaS模式，正是新租赁经济的代表性案例。该模式不仅为企 业提供IT设备全生命周期的数字化闭环服务，更通过标准化、平台化的运营，有效提升了设备周转效率 与使用价值，成为中小企业实现轻资产、高效率运营的可靠选择。(格隆汇) 凌雄科技(2436.HK)大涨超31%，最高触及10港元，创2023年9月以来新高。 消息面上，12月25日，首届新租赁、新经济大会在北京举行。大会以"培育服务业新质生产力，助力中 小企业轻资产运营"为主题，聚焦新租赁经济在技术驱动、资源集约、绿色循环方面的核心价值，汇聚 政府代表、行业领袖与创新企业，共同探索新租赁经济助力中小企业轻资产发展的新路径。此次大会发 布两项关键的团体标准——《IT设备租赁服务与流程规范》及《IT设备租赁服务质量评价》，举 行"DaaS服务赋能中小企业试点签约"仪式，并同期开设"新租赁·中小企业轻资产运营解决方案展"。 ...

近日，"首届新租赁、新经济大会"在北京举办。本届大会以"培育服务业新质生产力，助力中小企业轻 资产运营"为主题，聚焦新租赁经济在技术驱动、资源集约与绿色循环方面的核心价值，汇聚了来自政 府、学界、领军企业的代表，共同探寻新租赁经济助力中小企业轻资产发展的新路径。 总的来看，在消费逻辑变迁的"趋势推手"与国家战略明晰的"政策东风"双轮驱动下，新租赁经济正迎来 一个供需两侧同时觉醒、基础设施日趋完善的历史性发展窗口。 此次大会不仅设置了主题演讲与圆桌对话等交流环节，还现场发布两项关键的团体标准，举行 "DaaS 服务赋能中小企业试点签约" 仪式，并同期开设 "新租赁·中小企业轻资产运营解决方案展"。 从表面看，这是一场行业的年度聚会。但若深入观察，它正成为一个关键窗口，清晰映射出中国新租赁 经济正迈过 "模式创新" 的萌芽期，走向构建 "产业基础设施" 的新阶段，一场围绕千行百业的 "效率革 命" 正在悄然发生。 01 趋势与政策双轮驱动，行业迎来历史性窗口 当前，全球经济正经历深刻的变革，传统的消费和生产模式正逐渐被新的理念所取代。在这一背景 下，"以使用权替代所有权" 的消费逻辑，已从个人生活领域席卷至企业运 ...

Core Insights - The first New Leasing and New Economy Conference was held in Beijing, focusing on the theme of cultivating new productive forces in the service industry and assisting small and medium-sized enterprises (SMEs) in light asset operations [1][16] - The conference gathered over 400 representatives from government, industry leaders, and innovative enterprises to explore new paths for the new leasing economy to support the development of SMEs [1][16] Group 1: Key Themes and Objectives - The new leasing economy optimizes resource allocation and promotes green cycles through digital technology, which is crucial for fostering new productive forces in the service industry and aiding SMEs in light asset operations [2][17] - The establishment of the DaaS (Device as a Service) service committee aims to gather industry leaders to build an ecosystem, set standards, and optimize the environment for better service to millions of SMEs in China [2][17] Group 2: Strategic Insights from Key Speakers - Zhang Junkuo, a member of the National Committee of the Chinese People's Political Consultative Conference, emphasized the importance of implementing national policies to achieve high-quality development and laid out the favorable conditions for China's economic growth [4][19] - Xue Fang, an expert from the State Administration for Market Regulation, discussed the integration of digital credit into DaaS scenarios, highlighting five key areas for exploration: financing, risk control, digital consumption, education integration, and platform economy [5][19] Group 3: Innovations and Practices - Hu Zuoxiong, chairman of Lingxiong Technology Group, stated that new leasing is not merely a replacement of purchase with rental but involves a profound restructuring of asset ownership and usage rights driven by digital technology [3][18] - The DaaS model can significantly reduce initial investment by over 97% and save around 30% in operational costs within three years for SMEs [25] Group 4: Standards and Collaborations - The conference introduced two group standards: "IT Equipment Leasing Process and Service Specifications" and "IT Equipment Leasing Service Quality Evaluation," which aim to provide clear operational guidelines and a quantifiable service quality assessment framework [27] - A strategic cooperation agreement was signed between the DaaS service committee and the Xinyang SME Service Center to establish a digital transformation empowerment center for SMEs [29]

Group 1 - The first "New Leasing, New Economy" conference was held in Beijing, focusing on the theme of cultivating new productive forces in the service industry to support light asset operations for small and medium-sized enterprises (SMEs) [1] - The conference was supported by the China Association of Small and Medium Enterprises and organized by the DaaS (Device as a Service) service committee, with collaboration from Chuangye Heima Technology Group [1] - The DaaS service committee is the first resource integration and innovation service platform in China's DaaS industry, aiming to enhance the industry's recognition, reputation, and competitiveness [1] Group 2 - The chairman of Lingxiong Technology emphasized that the high-quality development of the service industry is crucial for cultivating new productive forces, and the conference aims to explore new paths for economic growth through innovative leasing models [2] - New leasing is not merely "renting instead of buying," but involves a profound restructuring of asset ownership and usage rights driven by digital technology and a credit system [2] - The DaaS model can help SMEs reduce initial investments by over 97% and save approximately 30% in operating costs within three years [2] Group 3 - The conference released two group standards: "IT Equipment Leasing Process and Service Specifications" and "IT Equipment Leasing Service Quality Evaluation," providing clear operational guidelines for both supply and demand sides [3] - The "IT Equipment Leasing Service Quality Evaluation" fills the gap in the industry regarding service quality standards, allowing for quantifiable, comparable, and supervisable service quality [3] - Several innovative practice cases in the new leasing field were presented, with recommended units including Lingxiong Technology (Shenzhen) Co., Ltd. and others [3]

Core Insights - The rise of a new rental economy is transforming consumer behavior from ownership to usage, particularly among younger generations [1][2][4] - The rental market is experiencing significant growth, with a projected market size of 716.9 billion yuan by the end of 2025 and approaching 1 trillion yuan by 2030, indicating a compound annual growth rate of nearly 70% [3] Group 1: Market Trends - Rental orders for portable cameras, drones, and other equipment surged by 348% year-on-year during the recent National Day holiday, with a 196% increase compared to the regular cycle in August 2025 [1] - The 00s generation accounts for 62% of travel consumption, utilizing rental services to access high-value equipment at a fraction of the purchase cost [1][2] - The shift towards "fragmented rental" models allows for daily billing, aligning rental periods with specific usage scenarios, such as renting cameras for travel or game consoles for weekends [2] Group 2: Consumer Behavior - The new rental economy is particularly appealing to the post-95 and post-00 generations, who prioritize immediate experiences over ownership, with over 60% of users being post-95 [2] - Users are increasingly drawn to rental services that offer additional features like insurance, cleaning, and technical support, enhancing the overall service experience [2] Group 3: Industry Implications - Companies are transitioning from one-time sales to long-term revenue through asset utilization, significantly increasing asset turnover rates [3] - A robust credit system is essential for the rental model, facilitating lower transaction friction through mechanisms like no-deposit rentals and credit-based pricing [3] Group 4: Challenges and Considerations - The rapid expansion of the rental market raises concerns about standardization, with potential issues related to equipment wear, return delays, and user mishandling [3] - Many platforms currently rely heavily on rental price margins for revenue, which may lead to financial instability if equipment costs are high and turnover rates are low [3] - The sustainability of the rental culture is questioned, as frequent rentals may lead to increased overall spending, reflecting a variant of consumerism rather than a true shift in values [4]

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]