本报讯(记者矫月)近日，在2025年旅游出行市场收官之际，国内领先的汽车租赁平台神州租车有限公司 (以下简称"神州租车")发布了2025年度自驾出行大数据。数据显示，2025年租车订单量和用户数双双实 现两位数增长，租车市场活力尽显。这一年，已不再是简单的"到此一游"，而是成为了探索远方、追求 自由的代名词。跨城自驾的爆发式增长、新能源车型的普及以及年轻一代引领的假日出行新风潮，共同 构成了2025年租车自驾游市场最生动的注脚。 2025年，租车自驾市场迎来了前所未有的活跃局面。神州租车年度数据显示，2025年租车订单量和用户 数双双实现两位数增长，市场的繁荣直接反映了用户出行意愿的强烈释放。 为满足多元化、高品质的出行需求，神州租车在2025年完成了车队规模的历史性扩容。目前车队规模已 接近20万辆，其中今年上新的10万辆新车中，有一半是新能源汽车。这一举措不仅响应了绿色出行的号 召，更精准切中了当下用户对智能化、高性能车型的偏好。 在众多车型中，新能源车的"顶流"效应愈发明显。比亚迪（002594）秦Plus、问界M7、问界M9、享界 S9、小鹏P7+、比亚迪宋Pro、比亚迪海豹06、颐驰06、理想L6、 ...

Core Insights - The 2025 car rental market in China has experienced significant growth, with both rental order volume and user numbers achieving double-digit increases, reflecting a strong release of user travel intentions [1][2] Group 1: Market Trends - The cross-city self-driving trend has shifted from a novelty to a popular choice, with cross-city orders increasing by 240% in 2025, and nearly one million users experiencing the convenience of returning cars in different locations [2] - Major cities such as Beijing, Guangzhou, and Shanghai remain key hubs for the rental market, while emerging destinations like De Lingha in Qinghai and Jin Chang in Gansu are seeing rapid order growth, indicating a shift towards less crowded, unique travel experiences [2] Group 2: User Demographics - The user base is evolving, with nearly one million first-time renters and over 50,000 new drivers aged 18 entering the market, leading to a double-digit growth in rental customers [3] - The post-2005 generation is the fastest-growing demographic, with a 250% increase in rental users, and those renting more than seven times a year have also seen significant growth [3] Group 3: Fleet Expansion and Vehicle Preferences - The fleet size has expanded to nearly 200,000 vehicles, with half of the new additions being electric vehicles, aligning with the demand for greener and smarter travel options [4] - Popular electric models include BYD Qin Plus and Xiaopeng P7+, indicating a strong preference for high-performance and intelligent vehicles among users [4] Group 4: Future Outlook - The company aims to enhance its service network and technology experience to become the preferred partner for users exploring China, driven by the rise of the younger generation and the growth of the electric vehicle market [5]

不再是简单的"到此一游"，而是成为了探索远方、追求自由的代名词。跨城自驾的爆发式增长、新能源 车型的普及以及年轻一代引领的假日出行新风潮，共同构成了2025年租车自驾游市场最生动的注脚。 神州租车发布2025年度自驾出行大数据。数据显示，2025年租车订单量和用户数双双实现两位数增长， 租车市场活力尽显。 神州租车数据显示，年租车超过5次的高频用户规模同比增长近10%，平均行驶里程较往年同步增长， 尤其800公里以上的长途自驾订单占比上升尤为显著，越来越多的人正通过租车自驾的方式，驶向更远 的风景。 神州租车相关负责人表示，国内自驾出行市场正在经历一场深刻的转变。租车不仅仅是提供一辆交通出 行工具，更是连接广阔山河、丰富人生体验的载体。年轻一代的崛起、新能源市场的发展，以及对深度 探索的渴望，共同推动了租车自驾市场的蓬勃进化。 在目的地的选择上，2025年呈现出"双向奔赴"出游现象。传统一线与新一线城市仍是2025年租车市场的 核心枢纽，这些城市凭借完善的交通网络和旅游资源，成为游客探索周边的"大本营"。 另一方面，"反向旅游"的热潮席卷而来。青海德令哈、甘肃金昌、新疆哈密、新疆阿勒泰等地成为订单 增长最快的 ...

Core Insights - The car rental market in China is experiencing unprecedented growth in 2025, with both rental order volume and user numbers achieving double-digit growth, reflecting a strong release of user travel intentions [2][4] Group 1: Market Trends - The demand for cross-city and in-depth travel has surged, with cross-city travel orders increasing by 240% year-on-year, indicating a shift towards longer journeys and more adventurous travel experiences [2][3] - High-frequency users, those renting cars more than five times a year, have seen a nearly 10% increase, with longer rental periods averaging around four days [2] Group 2: Destination Choices - The rental market is witnessing a "dual-direction" travel trend, with traditional first-tier cities like Beijing, Guangzhou, and Shanghai remaining key hubs, while lesser-known destinations are gaining popularity [3] - Emerging destinations such as De Lingha in Qinghai and Hami in Xinjiang are experiencing rapid order growth, as travelers seek unique and less crowded locations [3] Group 3: User Demographics - The demographic of car rental users is evolving, with nearly a million first-time renters entering the market, and the post-2005 generation showing a significant increase in rental frequency [4] - Users from the post-2005 generation have seen a 250% increase in rental numbers, with many participating in holiday travel, indicating a shift in consumer behavior towards more frequent and social travel experiences [4] Group 4: Vehicle Trends - The penetration rate of new energy vehicles (NEVs) in the rental fleet has significantly increased, with half of the 100,000 new vehicles added in 2025 being NEVs, aligning with the demand for high-quality and environmentally friendly travel options [5][6] - Popular models among renters include BYD Qin Plus and Xiaopeng P7+, showcasing a trend towards smart and comfortable vehicles [6] Group 5: Company Strategy - The company is expanding its rental network, opening over a thousand new locations to meet growing user demand and enhance service accessibility across the country [3] - The focus on user needs will continue to drive the company's strategy, including optimizing vehicle offerings and enhancing technological experiences to support the evolving travel landscape [6]

与此相呼应，"跨城长线"自驾已从尝鲜体验变为热门选择。2025年，神州租车跨城出行订单量同比增长 240%，近百万用户在今年首次体验了异地还车的便利。大理-丽江、海口-三亚、广州-深圳等经典城际 线路持续火热，人们平均租期在4天左右，通过租车实现了城市间的自由流动。 近日，在2025年旅游出行市场收官之际，国内领先的汽车租赁平台神州租车发布了2025年度自驾出行大 数据。数据显示，2025年租车订单量和用户数双双实现两位数增长，租车市场活力尽显。这一年，已不 再是简单的'到此一游'，而是成为了探索远方、追求自由的代名词。跨城自驾的爆发式增长、新能源车 型的普及以及年轻一代引领的假日出行新风潮，共同构成了2025年租车自驾游市场最生动的注脚。 2025租车市场热度空前跨城游、深度游需求爆发 2025年，租车自驾市场迎来了前所未有的活跃局面。神州租车年度数据显示，全年2025年租车订单量和 用户数双双实现两位数增长，市场的繁荣直接反映了用户出行意愿的强烈释放。 在这一热度下，用户不仅出门更勤，而且走得更远。神州租车数据显示，年租车超过5次的高频用户规 模同比增长近10%，平均行驶里程较往年同步增长，尤其800公里 ...

Core Viewpoint - The article discusses the recently launched Galaxy Star 6 from Geely, highlighting its pricing, features, and market reception. Pricing and Availability - The Galaxy Star 6 is priced between 74,800 to 105,800 yuan, with a total of 7 configurations available [3] - The vehicle arrived at dealerships at the end of September, with only 3 units initially available, and subsequent deliveries based on pre-orders to avoid excess inventory pressure [2] Customer Incentives - Notable customer incentives include a 6,000 yuan trade-in subsidy, a 50,000 yuan interest-free loan for 2 years, and complimentary charging station installation for specific models [5] - Additional promotional offers include free upgrades for certain configurations, such as a 14.6-inch display and L2 driving assistance features [6] Market Reception - Customer foot traffic has decreased significantly, with only 8 to 9 groups visiting daily during the National Day period, and fewer specifically inquiring about the Galaxy Star 6 [7] - Feedback from potential customers indicates concerns about the vehicle's pricing and the non-independent suspension system, which some perceive as less premium [9][21] Competitive Landscape - The Galaxy Star 6 is compared against competitors like BYD Qin Plus, with many customers favoring BYD due to its independent suspension and better pricing [12][16] - The vehicle's advantages include its GEA globalized new energy architecture and a high-efficiency hybrid engine, while disadvantages include its non-independent suspension and lack of price flexibility [18][21] Financial Policies - The manufacturer offers a financial policy that includes a 50,000 yuan loan with a 2-year interest-free option, making the vehicle more accessible for buyers [25] Timing for Purchase - With national and provincial subsidies having ceased, potential buyers with trade-in vehicles may consider waiting, while first-time buyers or those in urgent need of a vehicle may find it a good time to purchase [26] Sales Insights - Sales representatives express concerns over the high initial pricing set during pre-sales, which may deter potential customers [28] - The vehicle's overall build quality and driving experience are noted as positive aspects, with a focus on its spaciousness and practical features [29]

Market Overview - The market showed a "two-headed" trend during the May Day to Dragon Boat Festival period, but the customer flow (lead volume) gradually weakened after May Day, with a brief spike during the Dragon Boat Festival followed by another decline [1] - The passenger car sales off-season has returned to the pre-2020 model, with this year's off-season starting earlier in mid to late May, compared to early June in previous years [2] - The June market is expected to be weaker compared to May, with some brands potentially seeing short-term highlights due to new car launches or strong incentive policies, but the overall market is showing a clear downward trend month-on-month [3] Brand Sales Observations - BYD: Daily average orders have decreased by 10%-15% year-on-year, with retail pressure significant and main brand order volume maintaining at around 60,000 to 70,000 units [4] - Geely Galaxy: Achieved approximately 120,000 units in May, with a target of 120,000 units for June. Recent weekly orders are around 18,000 to 20,000 units due to pricing concerns [5] - Li Auto: The L6 new version launched in May, with weekly orders dropping to about 10,000 units after a spike during the Dragon Boat Festival [6] - AITO Wenjie: Recent orders mainly driven by the Greater Bay Area, with a decline in order volume when excluding orders from the Greater Bay Area and intermediaries [7] - Leap Motor: Orders remain relatively stable, with weekly orders around 8,000 to 9,000 units [8] - Zeekr: Orders are around 3,000 to 3,500 units [9] - XPeng: Total orders last week were about 11,000 units, with the MONA03 accounting for 6,000 to 7,000 units [10] - Tesla: Orders are highly volatile, with promotional measures leading to a rebound in orders [11] Outlook for the Second Half of the Year - The industry needs to endure the off-season in June and July, with some brands adjusting their semi-annual targets [13] - Fuel vehicles, especially B-class sedans/SUVs, may see a surge in sales around the half-year assessment [14] - Negative factors include tightening or halting of vehicle trade-in subsidies in cities like Zhengzhou, which may lengthen consumer decision-making cycles [15] - Consumer behavior shows a clear trend of downgrading, with a significant increase in A0-class electric vehicles, while mid-to-high-end vehicle consumption remains cautious [16] New Energy Vehicle Penetration and Competition - The penetration rate of new energy vehicles fluctuates between 50%-55%, with traditional fuel vehicles still showing resilience [17] - Fuel vehicles are favored for their cost-effectiveness, long-term stability, and durability, while electric vehicles face challenges due to rapid technological iterations and concerns over second-hand value [18] - Brands like Leap Motor and Geely are primarily capturing market share from BYD, with BYD's market share dropping from nearly 40% to 25%-28% [19] Policy Impact on Vehicle Purchase Tax - The expected reduction of the vehicle purchase tax exemption from 30,000 yuan to 15,000 yuan by 2026 will lower the taxable price threshold significantly [20] - The current average transaction price of passenger cars is around 168,000 yuan, with the new policy potentially covering about 75% of sales [20] Key New Vehicle Launches 1. XPeng G7: Positioned between G6 and G9, expected to sell 8,000 to 10,000 units monthly if priced reasonably [21][22] 2. Xiaomi YU7: High initial interest with a projected monthly sales of over 25,000 units [23][24][25][28] 3. Li Auto i8: Aiming for over 5,000 units monthly, with a competitive pricing strategy [29][30][31] 4. Li Auto MEGA Home Edition: High demand for the top configuration, with a unique market position [32] Export and Market Dynamics - BYD has shown strong export performance in regions like Europe, America, and South Asia due to its competitive pricing and parameter advantages [33] - The competition in the 300,000+ mid-to-large SUV market is primarily targeting the share of joint venture and foreign fuel vehicles [34] - The market capacity for fuel vehicles in 2024 is estimated at around 530,000 units, with new energy vehicles expected to capture an additional 100,000+ units [35]

Group 1 - The domestic car rental market is experiencing a significant increase in demand as the Dragon Boat Festival approaches, with Shenzhou Car Rental reporting a notable rise in bookings compared to the same period last year, indicating a continuation of the annual growth trend [2] - The integration of traditional cultural experiences with travel has led to a new trend of "self-driving + culture," driven by unique cultural events such as dragon boat races and heritage markets, which have stimulated rental demand [2] - Shenzhou Car Rental's data shows that cross-city travel bookings during the Dragon Boat Festival have surged nearly fourfold year-on-year, particularly in mature urban areas like the Yangtze River Delta and Pearl River Delta [2] Group 2 - The combination of "high-speed rail/airplane + rental car" is also driving demand for cross-city self-driving routes, with significant increases in bookings for off-road vehicles like the Fangcheng Leopard 8 and Tank 300 [3] - To prepare for the holiday peak, Shenzhou Car Rental has proactively allocated vehicles nationwide, offering over 200 vehicle types and expanding service points in popular tourist cities [3] - Shenzhou Car Rental boasts the largest fleet in the domestic market, covering over 340 cities and more than 6,600 service points, with a registered user base of over 170 million, leading the industry [3]