Core Insights - The 2025 National Day and Mid-Autumn Festival holiday period is expected to be the hottest "Golden Week" in history, with a significant surge in travel enthusiasm among Chinese citizens [1] - Shenzhou Car Rental has reported impressive growth metrics, including a 37% year-on-year increase in nationwide order volume and peak rental rates exceeding 95% [1][2] - The trend of self-driving car rentals has become a mainstream travel choice, with users increasingly opting for longer rental periods and deeper travel experiences [2] Group 1 - Shenzhou Car Rental's nationwide order volume increased by 37%, with an average of over 7,200 additional cars on the road daily during the holiday [1] - The peak rental rate reached over 95% on October 3, marking the highest level recorded, with 352 cities experiencing rental rates above 85% [1] - The user base has expanded significantly, with registered users increasing by 131% and active users growing by 37%, indicating that nearly 40% of users are first-time renters [1] Group 2 - The average rental period for users has exceeded 4 days, with orders longer than 8 days increasing by 238% compared to previous years [2] - Users are increasingly engaging in long-distance self-driving trips, with average driving distances reaching 462 kilometers and orders exceeding 800 kilometers growing by 32% [2] - Shenzhou Car Rental has launched L4-level autonomous driving pilot services in Hainan, attracting many users without driving licenses, showcasing the integration of new travel methods with tourist destinations [2] Group 3 - Diverse self-driving routes have gained popularity, including the Qinggan Loop and Ulan Butong Loop, appealing to various user demographics [3] - Users aged 90s represent over 40% of orders, while the post-2005 generation has seen a 255% increase, particularly favoring new energy vehicles [3] - Family-oriented users have also shown a 30% increase in orders, with a preference for larger vehicles, while the senior demographic is opting for easy-to-operate and comfortable cars [3]

当国庆与中秋双节"相遇"，2025年下半年将迎来首个8天超长假期，再叠加高速免费政 策，"租车自驾"或将延续暑期热潮再度成为假期出行的"顶流"。 近日，神州租车发布2025国庆中秋自驾趋势报告，数据显示，自8月15日平台开放国庆租车预订以 来，租车预订量持续攀升，超四成用户提前一个月锁定行程、新能源车型订单激增、年轻群体主导出 行、新用户不断涌入……多项核心数据预示着"双节同庆、自驾游神州"的下半年自驾游出游最高峰即将 到来。 租车预订热度提前释放 租期更长、玩得更深入 今年国庆中秋双节叠加8天超长假期，"拼3休12"友好型拼假方案在社交平台上持续走热，租车市场 也在暑期自驾热后，迎来新一轮"预订期"。神州租车双节数据显示，自8月15日神州租车开放国庆预订 以来，平台订单量呈"阶梯式"攀升，提前30天以上预订的单量已占总量的40%以上，"早规划、早锁 定"成为用户共识。 随着假期的延长，用户出行需求也从"短途周边游"向"深度跨城游"加速延伸。神州租车数据显示， 用户平均租期进一步延长至5.2天，较往年平均水平提升明显；其中，8天以上的长租订单同比去年增长 超30%，长租期的选择，正让"一次假期、多段风景"的深 ...

Core Insights - The domestic car rental market is experiencing a "phenomenal" surge during the summer of 2025, driven by increased travel demand, particularly for family and graduation trips [1][3] - Shenzhou Car Rental reported record-high order volumes, with over 340 cities experiencing a "car shortage," and cross-city self-driving orders increasing by 400% year-on-year [1][5] Market Trends - The summer rental market has shown unprecedented heat, with a more than 20% year-on-year increase in order volume, and an average of nearly 4,000 more vehicles on the road daily compared to the previous year [3][4] - The average rental period has exceeded 4.5 days, with over 30% of long-distance orders exceeding 800 kilometers, indicating a shift towards longer trips [4] Popular Destinations - Major cities like Beijing, Guangzhou, and Shanghai remain the top destinations for self-driving trips, while lesser-known spots like Aba have seen a staggering 1325% increase in orders, highlighting a trend towards exploring off-the-beaten-path locations [4][6] Cross-City Travel - Cross-city self-driving demand has surged by 400%, with popular routes including Dali-Lijiang and Urumqi-Ili, as travelers prefer the convenience of one-way rentals [5][6] - Orders for new energy vehicles have skyrocketed by 3124%, reflecting growing consumer confidence in eco-friendly travel options [5] Demographics - The rental market is witnessing a diverse age demographic, with users under 25 making up over half of the customer base, and a notable increase in rentals among the post-2005 generation [6][7] - International users utilizing international driving licenses have increased by 62.4%, indicating a recovery in inbound tourism [6] Fleet Expansion - Shenzhou Car Rental has introduced over 60,000 new vehicles to meet rising demand, including a variety of models catering to different customer needs [7][8] - The company has also launched a "ride-sharing" feature, allowing users to rent high-end vehicles at significantly reduced prices, enhancing the appeal of luxury rentals [7] Industry Position - Shenzhou Car Rental's fleet has surpassed 170,000 vehicles, maintaining its leading position in market share, network coverage, and user base [8] - The sustained demand for rentals suggests that many users are already planning for upcoming holidays, indicating a potential continuation of this travel trend into the fall [8]

Core Insights - The domestic car rental market in China has shown significant growth during the summer of 2025, with local pick-up orders for nearby travel increasing by 60% year-on-year [1][2] - Orders from third-tier cities and below have surged by over 50% year-on-year, indicating a shift in consumer behavior towards more localized travel experiences [1][2] - Popular tourist destinations such as Xinjiang, Qinghai, Yunnan, Guangxi, Tibet, and Sichuan have seen an average order growth of approximately 40%, reflecting a trend towards exploring less conventional travel routes [1][2] Market Trends - The report highlights new characteristics in the rental car market, including localization, down-market expansion, and experiential travel [2] - The increase in orders suggests that consumers are increasingly opting for car rentals to explore nearby attractions, leveraging the "return car at a different location" service to avoid long-distance travel [2] - The demand for immersive and autonomous travel experiences is driving consumers away from traditional crowded hotspots towards more personalized and culturally rich experiences [2] Performance Metrics - In July and August, various operational metrics for the company, including per vehicle revenue, total monthly revenue, monthly order volume, and the total number and proportion of orders with different return locations, reached historical highs for the same period [1] - This performance underscores the robust demand in the summer travel market, confirming that car rentals have become a core lifestyle choice for contemporary consumers seeking travel autonomy and flexibility [1]

Core Insights - Ctrip's car rental data predicts a nearly 40% year-on-year increase in domestic self-driving car rental orders for the summer of 2025 [1] - The demand for self-driving tours is particularly strong among younger generations, with orders from the post-00s demographic increasing by 70% and those from the post-05s demographic soaring by 230% [1] - The acceptance of new energy vehicles has significantly improved, with orders for pure electric cars expected to surge by 148% [1] Group 1 - Domestic self-driving car rental orders are expected to see a significant increase of nearly 40% in summer 2025 compared to the previous year [1] - The outbound self-driving travel market is also experiencing robust growth, with rental order volume anticipated to rise by 60% year-on-year [1] - The majority of self-driving rental customers this summer are from the post-80s and post-90s generations, accounting for nearly 70% of the total orders [1] Group 2 - There is a notable increase in mid to long-distance self-driving orders, which have grown by 48% year-on-year [1] - The younger demographic, particularly the post-00s and post-05s, is driving the growth in rental orders, indicating a shift in consumer behavior towards self-driving options [1] - The surge in demand for electric vehicles reflects a broader trend towards sustainability and eco-friendly travel options [1]

Group 1 - The domestic car rental market is experiencing significant growth during the "May Day" holiday, with Shenzhou Car Rental reporting a double-digit year-on-year increase in order volume as of late April [1] - The Ministry of Transport predicts a surge in self-driving trips during the holiday, with both interprovincial traffic and new energy vehicle usage expected to rise [1] - Shenzhou Car Rental's data indicates a steady increase in daily orders since the opening of the "May Day" booking window, with an overall booking scale up by double digits compared to the same period last year [1] Group 2 - The rental duration preferences show a dual trend of short and long trips, with 44% of users opting for 2 to 3 days and 33% booking 4 to 5 days, while bookings for over 5 days have surged by 164% year-on-year [1] - Popular destinations for car rentals are being reshaped by social media influence and the flexibility of self-driving, with top cities including Beijing, Chengdu, Shanghai, Guangzhou, Nanning, Shenzhen, Kunming, Wuhan, Xi'an, and Hangzhou [1] Group 3 - Non-traditional tourist cities are seeing a remarkable increase in rental orders, with locations like Altay in Xinjiang, Zhaotong in Yunnan, Nanping in Fujian, Xingyi in Guizhou, and Golmud in Qinghai experiencing over 500% year-on-year growth in orders [2] - Long-distance intercity travel has become a new necessity for holiday travel, with a 170% increase in cross-city rental bookings compared to the same period last year [2]