Core Insights - The Shenzhou Car Rental's new energy strategy and autonomous driving tourism ecosystem summit was held in Haikou, Hainan, gathering representatives from nearly 30 leading companies across technology, automotive manufacturing, and finance sectors [1] - The summit marked the launch of Shenzhou Car Rental's autonomous driving tourism ecosystem strategy and a 50 billion yuan ecological strategic cooperation, signaling a new phase in the integration of "new energy + smart travel + tourism" in China's car rental industry [1] Industry Trends - The global automotive industry is rapidly transitioning towards new energy and intelligent technologies, while China's cultural tourism sector is experiencing a critical upgrade towards smart solutions [1] - Hainan Free Trade Port is positioned as a forefront area for the integration of smart travel and green cultural tourism development due to its unique policy advantages, forward-looking industrial layout, and improving infrastructure [1] Strategic Partnerships - Shenzhou Car Rental has established strategic partnerships with five financial institutions, including Guoyin Financial Leasing, Huaxia Financial Leasing, Yongying Financial Leasing, Zhaoshang Financial Leasing, and Citic Financial Leasing, with each agreement amounting to 10 billion yuan [1] - The total scale of the "100 billion launch · Smart Driving Future" plan reaches 50 billion yuan, marking a significant commitment to the future of smart travel [1]

Core Insights - The upcoming 8-day holiday during the Mid-Autumn Festival and National Day in 2025 is expected to boost the popularity of car rentals, continuing the trend seen during the summer [1] - Shenzhou Car Rental's report indicates a significant increase in advance bookings, with over 40% of orders made more than 30 days in advance, reflecting a shift towards early planning among users [1] - There is a notable increase in the average rental period, now at 5.2 days, with long-term rentals (over 8 days) growing by over 30% year-on-year, highlighting a trend towards deeper travel experiences [1] Rental Trends - The demand for cross-city self-driving trips is becoming mainstream, with popular routes including Xining-Dunhuang and Haikou-Sanya leading in bookings [2] - Airport service points remain the preferred choice for users, with the top five rental locations being major airports, including Tianshan International Airport and Lanzhou Zhongchuan Airport, indicating a strong demand for convenient pick-up locations [2] - The user demographic is shifting towards younger customers, with nearly 40% of advance bookings coming from first-time users and over 50% of users being from the post-2000 and 1990 generations, driving a demand for flexible and personalized rental options [2] Company Overview - Shenzhou Car Rental is a leading domestic rental brand with a fleet of over 190,000 vehicles and approximately 180 million registered users, covering key travel locations such as airports and high-speed rail stations [3]

Core Insights - The upcoming National Day and Mid-Autumn Festival in 2025 will create an 8-day long holiday, leading to a surge in car rental demand, particularly for self-driving trips [1][2] - Shenzhou Car Rental reports a significant increase in rental bookings since August 15, with over 40% of users reserving their vehicles more than a month in advance [2][4] Rental Market Trends - The rental period has extended to an average of 5.2 days, with long-term rentals (over 8 days) increasing by over 30% compared to last year, indicating a shift towards deeper travel experiences [2][3] - Popular rental destinations include cities like Urumqi, Xining, and Hohhot, with cross-city routes gaining traction due to the demand for scenic autumn drives [3][4] User Demographics - A notable influx of new users, with nearly 40% being first-time renters, and a significant portion of the user base being younger generations (post-2000s and 1990s) [4][5] - The preference for electric vehicles is rising, with popular models including BYD Song Pro and Li Auto L6, reflecting a shift towards green and smart travel options [4][5] Company Positioning - Shenzhou Car Rental boasts a fleet of over 190,000 vehicles and approximately 180 million registered users, ensuring robust service coverage across key travel hubs [5] - The company offers convenient services such as credit-free deposits and 24-hour self-service pick-up and drop-off, enhancing the overall user experience [5]

Core Insights - Shenzhou Car Rental has signed a strategic cooperation agreement with Shaanxi Bailuyuan Film and Television City to create a "cultural tourism + travel" one-stop service model, enhancing user experience in travel and tourism [1][2] - The partnership aims to leverage the strengths of both parties, with Shenzhou Car Rental providing a nationwide service network and travel solutions to support the expansion and upgrade of services at Bailuyuan Film and Television City [1][2] Company Overview - Shenzhou Car Rental is a leading player in China's car rental industry, known for its extensive service network and rich experience in travel services [1] - The company is focused on user-centric service innovation and cross-industry collaboration to enhance its service offerings and create more valuable travel experiences for users [2] Industry Context - The collaboration is seen as a beneficial attempt to innovate the integration of regional cultural tourism projects with travel platforms, promising a more convenient and high-quality travel experience for tourists [2] - The partnership is expected to inject new vitality into the cultural tourism industry, enhancing its appeal and influence among consumers [2]

Core Insights - Shenzhou Car Rental has opened a new outlet at Guangzhou South Station during the National Day holiday, marking a significant step in its expansion within the Greater Bay Area [1] - The company aims to enhance its high-speed rail rental service network, creating an integrated travel service model that combines air and rail transport [1][2] - The introduction of the "随心还" cross-city rental service is expected to boost demand for cross-city orders, tapping into the potential of the Greater Bay Area's three-hour self-driving circle [1][2] Group 1 - Guangzhou South Station, as the largest high-speed rail hub in South China, will serve as a key support for Shenzhou Car Rental's "air-rail intermodal" self-driving model [2] - The company has launched a large-scale new vehicle deployment plan, introducing tens of thousands of new cars across the country, including nearly 30 models ranging from economy cars to high-end vehicles [2] - Shenzhou Car Rental is focusing on family travel by offering spacious 7-seater models and catering to younger customers with smart electric vehicles [2][3] Group 2 - A strategic partnership with BYD has been established, focusing on vehicle procurement plans for 2025 and enhancing the selection of new energy vehicles in the rental fleet [2][3] - The company is expanding beyond traditional car rental services, aiming to become a comprehensive mobility service provider [3] - The collaboration with BYD will also include cooperation in areas such as vehicle networking technology and used car business, indicating a shift towards a more integrated service model [3]

Core Insights - The car rental service in Shanghai is experiencing a peak in bookings as the holiday approaches, with a reported increase in reservations by over 20% compared to the same period last year [1] - The highest rental rates are expected on October 1st and 2nd, with an overall booking rate exceeding 90% in Shanghai [1] - Families are predominantly opting for business vehicle rentals, while younger demographics show a preference for renting new energy vehicles [1] Industry Trends - The rental companies are preparing for the holiday surge by purchasing new vehicles in advance and offering 24-hour free roadside assistance [1] - The concentration of rental activity is particularly high around major transport hubs like Shanghai Hongqiao International Airport and Hongqiao Railway Station [1]

国际方面，多家航司新增加密一批国际航线，满足旅客假期出行需求。 国庆中秋假期全国租车订单预计同比增长两位数以上 交通运输部预计，今年国庆中秋假期，全国租车出行订单同比将有两位数以上增长。假期期间将重点加强一线城市、旅游资源富集 地区、热门自驾游线路沿线城市，以及机场、高铁站等综合客运枢纽等区域租车车辆的投放。 记者从多家航司了解到，今年国庆中秋假期，航空公司将精准加大运力投放，主要覆盖赏秋、出境等热门旅游目的地。其中，东航 将投入816架客机，包括11架国产大飞机C919，加密上海浦东—喀什、伊宁、大同、敦煌等国内航线。南航计划假期安排增班超 2700班次，计划执行航班量4.8万班次。主要投放在广州、深圳、华东等旅游及返乡热点航线上。国航也计划在假期期间增投热点 航线航班，重点优化机型配置。 央视网消息：国庆中秋假期临近，根据民航局的预测，今年的国庆中秋假期民航旅客运输量预计达1920万人次，创历史同期最高水 平。为了满足旅客出行需求，多家航司增加运力投放。 国庆中秋假期多家航司增加运力投放 满足出行需求 ...

据央视新闻，工业和信息化部相关负责人日前表示，我国将进一步深化汽车产业开放合作，支持中外企 业在资本、技术、管理、人才等方面开展深层次、高水平的合作。由中国汽车工程学会、世界汽车工程 师学会联合会等发起的"世界新能源汽车发展组织"于9月27日正式成立，首批成员总计30个。 点评：我国汽车产业深化开放合作及世界新能源汽车发展组织的成立，为全球汽车产业格局注入新的活 力。这一举措将促进中外企业在资本、技术等领域的深度融合，为国内新能源汽车产业链带来更广阔的 国际合作空间。该组织的成立标志着中国在新能源汽车领域的话语权提升，有助于吸引更多国际资本关 注中国新能源汽车市场，为资本市场相关板块带来长期发展机遇。 NO.3 中秋国庆假期全国租车订单有望实现两位数以上增长 据央视新闻，9月28日，国务院新闻办公室举行新闻发布会，交通运输部副部长李扬表示，近年来，随 着综合交通运输体系不断完善和人民群众个性化出行需求的持续增长，租车成为公众出行的新选择。预 计今年中秋国庆假期，全国租车出行订单同比将有两位数以上增长。 丨 2025年9月29日星期一丨 NO.1 支付宝推出汽车行业首个"车机AI扫码支付"解决方案 据人民财讯， ...

Group 1: Travel Demand Forecast - The upcoming 8-day holiday is expected to see a significant increase in travel demand, with an estimated 2.36 billion trips, averaging about 295 million trips per day, representing a 3.2% increase compared to the same period last year [1] - Domestic tourism is projected to be strong, with popular cities like Shanghai, Chengdu, Beijing, Guangzhou, Xi'an, Hangzhou, Nanjing, and Chongqing expected to exceed last year's tourism levels [1] - Outbound travel is also anticipated to rise significantly, particularly to Japan, South Korea, and Southeast Asian countries [1] Group 2: Transportation Modes - Self-driving is expected to be the primary mode of travel, with an estimated 1.87 billion trips, accounting for about 80% of total travel [1] - The peak travel day is predicted to be October 1, with a potential single-day passenger flow exceeding 340 million, marking a historical peak [1] - The railway sector anticipates over 219 million passengers during the holiday, with an average of 13,000 trains operating daily, sending approximately 18.25 million passengers each day [2] Group 3: Aviation Sector Insights - The civil aviation market is expected to reach 19.2 million passengers during the holiday, a 3.6% increase from last year, setting a record for the same period [3] - The last two days of the holiday are expected to see the highest passenger flow, potentially reaching or exceeding the historical peak of 2.56 million passengers in a single day [3] - Major air travel routes between key urban areas like Beijing, Shanghai, Guangzhou, Chengdu, and others are expected to see significant passenger volume, with total throughput exceeding 17 million passengers [3] Group 4: Express Delivery Trends - As of September 27, the total number of express packages collected this year reached 143.27 billion, with an average of over 530 million packages per day [4] - The collection volume has notably increased in September, averaging 557 million packages daily, with peak days exceeding 600 million packages [4]

拓展服务范围、提供免押金租车……交通运输部多举措满足假期租车出行需求 中新网9月28日电 国新办28日上午就中秋国庆假期交通运输服务保障有关情况举行新闻发布会。会上， 交通运输部副部长李扬介绍，现在租车自驾旅游已经成为假期出行的一种选择，预计今年中秋、国庆假 期自驾出行需求将会有两位数以上的增长。为了更好满足假期租车出行需求，交通运输部采取了五方面 的措施： 一是针对大家当前租车的痛点，推动异地还车免费或降费。引导各地和重点企业在京津冀、长三角、粤 港澳大湾区、成渝等城市群，长株潭、厦漳泉、西安、南京、成都、重庆、杭州等热点都市圈，以及青 甘大环线、川藏线等热门旅游线路沿线城市间，提供异地还车服务，扩大免费或低费还车区域范围，降 低大家异地还车费用。 二是保障车辆供应。指导重点企业优化车辆调配供应，重点加强一线城市、热门自驾线路沿线城市，以 及重要的机场、高铁站等地车辆投放。交通运输部这次特别要求企业增加投放车龄3年以下的新车，目 的就是要确保出行安全和出行好的体验。针对家庭出行，交通运输部还要求重点租赁企业为携带儿童的 承租人提供儿童座椅和增高垫，服务家庭"亲子游"出行。 三是拓展"高铁/民航+落地租车"服 ...