Core Insights - The shared economy model, leveraging internet technology and resource sharing, has rapidly emerged, significantly impacting various sectors including transportation and finance [1] - The shared mobility sector has seen a recovery in transaction volume, reaching 234.5 billion yuan in 2024, a year-on-year increase of 9.07% [1][9] - Future growth is expected as shared mobility integrates with advanced technologies like autonomous driving and electric vehicles, enhancing service intelligence and sustainability [1][9] Shared Mobility Industry Overview - Shared mobility refers to transportation methods where users do not own vehicles but share them, including ride-hailing services and bike-sharing [2] - The industry encompasses various innovative models such as ride-hailing, bike-sharing, and car-sharing services [2] Development Background of Shared Mobility - The shared economy, centered around internet platforms, optimizes resource allocation and enhances efficiency [4] - China's shared economy market size is projected to grow from 19.6 trillion yuan in 2015 to 44.6 trillion yuan in 2024, with a compound annual growth rate of 9.57% [4] Shared Mobility Industry Chain - The industry chain includes hardware suppliers (vehicle manufacturers, battery suppliers) at the upstream, platform operators in the middle, and end-users at the downstream [5] Current State of Shared Mobility - The user base for shared mobility in China has grown from 380 million in 2016 to 710 million in 2024, with a compound annual growth rate of 8.13% [8] - The shared mobility sector is becoming a vital part of urban transportation, driven by urbanization and increasing environmental awareness [8] Competitive Landscape and Key Players - The shared mobility industry features a competitive landscape with major players like Didi Chuxing, Cao Cao Mobility, and others in ride-hailing, while bike-sharing is dominated by companies like Hello Bike and Meituan Bike [9] Future Trends in Shared Mobility - The integration of services and the emergence of Mobility as a Service (MaaS) will enhance user experience and operational efficiency [13] - Technological advancements will improve user experience and operational intelligence, with AI and autonomous driving playing key roles [14] - The green transition in shared mobility will involve collaboration with urban energy systems, enhancing sustainability [15]

据韩国保健福祉部11月30日发布的最新统计数据，韩国一人户家庭数量持续上升，去年占家庭总户数的 比重首次超过36%。 具体数据显示，韩国一人户家庭数量已达到804.5万户，占比36.1%。也就是说，当前在韩国每三户家庭 中就有一户为"一人户家庭"。上述数据还显示，2015年这一规模为520万户（27.2%），2020年增至664 万户（31.7%），之后持续攀升。按当前趋势推算，一人户数量预计将在2027年达855万户，2037年达 971万户，至2042年逼近1千万户。 韩国学者金允俊告诉第一财经，韩国一人户家庭数量近些年来的增长，是韩国社会结构变化的缩 影，"一人经济"正以前所未有的速度渗透进韩国社会的方方面面，催生了新的消费模式。 "一人经济" 就年龄结构来看，"一人户家庭"的数量不断上升涉及年轻人与65岁及以上老年人两大群体。其中29岁以 下年轻人占比最高（19.8%），70岁以上老年人次之。 就年轻人而言，近些年来，"一人户家庭"数量的不断上升。首尔科学综合研究生院大学主任教授黄菲告 诉第一财经，韩国政府也在积极应对这一现象，比如推出一些青年公寓，甚至缩小或干脆取消了厨房的 面积，因为现在便利店的餐 ...

Core Insights - The number of single-person households in South Korea is projected to reach 8.55 million by 2027, 9.71 million by 2037, and nearly 10 million by 2042, reflecting a significant societal shift [1] - As of last year, single-person households accounted for 36.1% of all households in South Korea, marking a notable increase from 27.2% in 2015 and 31.7% in 2020 [1][3] - The rise in single-person households is attributed to changing social structures, with a notable impact on consumption patterns and the emergence of new business models [1][4] Demographic Trends - The increase in single-person households is primarily driven by two demographic groups: young individuals under 29 years old (19.8%) and seniors aged 70 and above [3] - Young people are increasingly opting for shared living arrangements and services, such as car-sharing, due to economic factors and the high costs associated with car ownership [3][4] - The number of new car registrations among individuals in their 20s has significantly declined, dropping to 2.9066 million units in the first half of 2025, representing only 5.7% of total registrations [4] Economic Implications - The demand for small-sized products, single-person dining options, and mini kitchen appliances has surged, leading to the emergence of new business sectors catering to single-person households [4] - Despite the growth of single-person households, there are signs of a potential reversal, as marriage and birth rates have shown some recovery this year [4] Aging Population Challenges - The aging population in South Korea is contributing to the rise of single-person households among the elderly, with over 10 million individuals aged 65 and above, representing 20.1% of the total population [5] - By 2052, it is estimated that 51.6% of single-person households will consist of individuals aged 65 and older, increasing the demand for social services and healthcare [5] - A recent survey indicated that only 34.2% of elderly individuals living alone consider themselves healthy, with nearly one-third reporting feelings of loneliness [5][6]