欧洲共享汽车汽车租赁行业市场前景及投资研究报告-培训课件外文版2024.5

INDUSTRIES

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MARKETSCar-sharinginEuropeCHAPTER

01OverviewNumberofcarsharingusersworldwidefrom2017to2022withaforecastthrough2027(inmillions)Numberofcarsharingusersworldwide2017-202770605063.1561.459.4157.0554.1949.8347.4944.3241.3138.5340302010036.02201720182019202020212022202320242025202620273Description:Globalcarsharinguseisonandupwardtrend,withthenumberofusersincreasingby28percentinthefiveyearsbetween2017and2022.Globalusernumbersareprojectedtorisefromaround50millionin2022toover63millionby2027.

ReadmoreNote(s):Worldwide;2017to2027Source(s):MobilityMarketInsightsCar-sharingrevenueworldwidefrom2017to2022withaforecastthrough2027(inbillioneuros)Car-sharingrevenueworldwide2017-2027181614121015.2514.5513.8213.0312.111.018.587.797.45864206.966.44201720182019202020212022202320242025202620274/statistics/1414065/car-sharing-revenue-worldwideBetween2022and2027,globalrevenuefromthecar-sharingsectorisprojectedtoincreasebyaround39percent.In2022,globalcar-sharingrevenuestoodat11billioneurosandareexpectedtoriseto15.25billioneurosoverthefiveyearperiod.

ReadmoreNote(s):Worldwide;2017to2027;basedonanAugust2023forecastwhichreflectsthemarketimpactofRussia'swaronUkraine.Source(s):MobilityMarketInsightsRevenueofcarsharingsegmentgloballyfrom2019to2027,bycountry(inmillionU.S.dollars)Global:revenueofcarsharing2019-2027,bycountryUnited

StatesChina1146.561022.531255.161779.942044.072316.412599.112879.093164.97Germany543.1Italy712.87491.86540.56759United

Kingdom777.962019202020212022202320242025202620271956.811538.031699.732576.132888.163066.173149.113193.553227.39395.12434.55708.49803.14869.51927.42975.151013.66541.44596.52773.33845.67884.2812.93851.14925.81966.7877.89904.691006.02930.635Description:Fromtheselectedregions,therankingbyrevenueinthe'Car-sharing'segmentofthesharedmobilitymarketisforecasttobeleadbytheUnitedStateswith3.2billionU.S.dollars.Incontrast,therankingistrailedbyUkrainewith0.47millionU.S.dollars,recordingadifferenceof3.2billionU.S.dollarstotheUnitedStates.ReadmoreNote(s):Worldwide;2019to2027Source(s):MobilityMarketInsightsMarketsharesofleadingcar-sharingcompaniesworldwidein2022Leadingcar-sharingprovidersworldwide2022Marketshare0%2%4%6%8%10%12%14%ZipcarGetaround13%10%SHARENOW(car2go&DriveNow)Socar8%7%Zoomcar4%ZitybyMobilize3%3%3%EnterpriseCarShareenjoyvehiclesharingMILESCarsharing&TransportOuiCar.Locationdevoiture2%2%6Description:In2022,theU.S.AmericancompanyZipcar,wasthelargestcarsharingproviderintheworld,holdingamarketshareof13percent.GetaroundandShareNowrankedsecondandthirdwithrespectivemarketsharesoftenandeightpercent.

ReadmoreNote(s):Worldwide;2022;basedonanAugust2023forecast,onlyleadingprovidersareshow,thereforesharesdonotaddupto100percent.Source(s):MobilityMarketInsightsRevenueofsegmentsofthemobilityservicesmarketinEuropefrom2018to2027(inmillions)RevenueofmobilityservicesegmentsinEurope2018-2027FlightsPublicTransportationTrainsRide-hailingCarRentalsBusesCar-sharingE-Scooter-sharingBike-sharing400,000350,000300,000250,000200,000150,000100,00050,000020182019202020212022202320242025202620277Description:Overthelasttwoobservations,therevenueisforecasttosignificantlyincreaseinallsegments.EspeciallynotableistheremarkablyrobustgrowthobservedintheFlightssegmentasweapproachtheendoftheforecastperiod.Thisvalue,reaching2billionU.S.dollars,standsoutsignificantlycomparedtotheaveragechanges,whichareestimatedat439.4778millionU.S.dollars.ReadmoreNote(s):Europe;2018to2027Source(s):MobilityMarketInsightsRevenuegrowthofsegmentsofthemobilityservicesmarketinEuropefrom2019to2027RevenuegrowthofmobilityservicesmarketinEruope2019-2027E-Scooter-sharingFlightsCarRentalsBike-sharingCar-sharingBusesTrainsRide-hailing&TaxiPublicTransportation1,000%800%600%400%200%0%-200%-400%2019202020212022202320242025202620278Description:Therevenuechangeisforecasttoexhibitasignificantdeclineinallsegmentsin2027comparedtothepreviousyear.Comparingtheninedifferentsegmentsfortheyear2027,thesegment'E-Scooter-sharing'leadstherankingwith8.72percent.Contrastingly,'PublicTransportation'isrankedlast,with0.29percent.Theirdifference,comparedtoE-Scooter-sharing,liesat8.43percentagepoints.ReadmoreNote(s):Europe;2019to2027Source(s):MobilityMarketInsightsCar-sharingrevenueinEuropeinfrom2017to2022,withaforecastthrough2027(inbillioneuros)Car-sharingrevenueinEuropeforecast2017-20276545.495.35.14.884.64.173.563.363.2132102.682.51201720182019202020212022202320242025202620279Description:AfterdroppingoffduringtheCOVID-19pandemic,revenueintheEuropeancar-sharingsectorisprojectedtoreturntoagrowthtrajectoryinthecomingyears.Between2022and2027,revenuefromthesectorisexpectedtogrowfrom4.17billioneurosto5.49billioneuros.ReadmoreNote(s):Europe;2017to2027;basedonanAugust2023forecastwhichreflectsthemarketimpactofRussia'swaronUkraine.Source(s):MobilityMarketInsightsCHAPTER

02Car-sharingusersSharedmobilityridershipgrowthinEuropeinQ12023ascomparedtoQ12022,bymodeEuropeansharedmobilityridershipgrowth2022to202330%25%20%15%10%5%0%-5%-10%Docklessbikes*StationbasedbikesScootersCarsMopeds11Description:Betweenthefirstquarterof2022andthefirstquarterof2023,ridershipofmostmodesofsharedmobilityinEuropeincreased.Docklessbikeschemessawparticularlystronggrowth,witharidershipincreaseof25percent.Whilebikes,scootersandcarsalsoexpandedtheirpopularity,sharedmopedssawafivepercentdeclineinridershipduringthesameperiod.ReadmoreNote(s):Norway,Switzerland,UnitedKingdom,EU;Q12023;excludesride-hailingservices,car-pooling,andlong-termandmulti-dayhires.;*Docklessbikesincludeschemeswithfree-floatingbikesorvirtualstations.ReadmoreSource(s):FluctuoNumberofcar-sharingusersinEuropeinfrom2017to2022withaforecastthrough2027(inmillions)Numberofcar-sharingusersinEurope2017-20272520.7420.2419.642018.9118.0116.2915.8514.9814.151510513.3912.6602017201820192020202120222023202420252026202712Description:In2022,therewere16.3millioncar-sharingusersinEurope.Thisfigureisprojectedtocontinuegrowingoverthecomingyears,reachingaround20.7millionusersby2027,a27percentincreaseoverthefiveyearperiod.

ReadmoreNote(s):Europe;2017to2027Source(s):MobilityMarketInsightsNumberofcarsharingusersinEuropein2022,bycountry(inmillions)CarsharingusersinEurope2022,bycountryNumberofusersinmillions0.00.51.01.52.02.53.03.5GermanyItaly3.162.09Spain1.95UnitedKingdomFrance1.881.11Turkey0.86NetherlandsPoland0.560.55SwitzerlandBelgium0.510.450.40.350.34RussiaAustriaPortugal13Description:In2022,GermanyhadthelargestnumberofcarsharingusersinEurope,followedbyItalyandSpain.Germanyrecordedoverthreemillionusers,whileItalyandSpaineachhadaroundtwomillionusers.

ReadmoreNote(s):Europe;2022Source(s):MobilityMarketInsightsAveragecar-sharingrevenueperuser(ARPU)inEuropeinfrom2017to2022withaforecastthrough2027(ineuros)Projectedaveragecar-sharingrevenueperuserinEurope2017-2027300264.6262259.8257.9256.1255.3253.2251.7250.825020015010050169.2167.602017201820192020202120222023202420252026202714Description:Theaveragerevenueperuser(ARPU)intheEuropeancar-sharingmarkethasbeenandisprojectedtoremainrelativelystableatbetween250and260euros,risingslightlyovertime.Theexceptionwere2020and2021,whentheEuropeantransportsectorwasheavilyimpactedbytheCOVID-19pandemic,andtheARPUinthecar-sharingmarketdroppedtoaroundtwo-thirdsofitspre-pandemiclevels.ReadmoreNote(s):Europe;2017to2027;basedonaJuly2023forecast.Source(s):MobilityMarketInsightsCHAPTER

03FleetNumberofsharedmobilityvehiclesinselectedGermancitiesin2022,bymode(invehiclesper10,000inhabitants)SharedmobilityvehiclefleetinGermancities2022Numberofvehiclesper10kinhabitantsStation-basedbikes100Free-floatingbikes150ScootersMopeds200Cars050250300FrankfurtHannoverDüsseldorfMunichHamburgBerlinCologneStuttgart16Description:SharedmobilityfleetsinGermancitiesin2022weredominatedbyscooters.ThescooterfleetinFrankurt,thecitywiththelargestnumberofscootersinrelationtoitspopulation,consistedof217scootersper10,000inhabitants.

ReadmoreNote(s):Germany;2022;excludesride-hailingservices,car-pooling,andlong-termandmulti-dayhires.Source(s):FluctuoNumberofsharedmobilityvehiclesinselectedItaliancitiesin2022,bymode(invehiclesper10,000inhabitants)SharedmobilityvehiclefleetinItalycities2022Numberofvehiclesper10kinhabitantsStation-basedbikesFree-floatingbikes100ScootersMopeds150Cars050200250MilanFlorenceTurinRomeReggioEmiliaModenaPalermoNaples17Description:In2022,Milanhadafleetof127station-basedandfree-floatingbikesper10,000inhabitants.ThiswasthehighestnumberofbikesavailableperinhabitantamonglargerItaliancities.Milanalsohadthelargesttotalamountoftotalsharedmobilityvehiclesperinhabitantamongthecitiesthatwerecompared.ReadmoreNote(s):Italy;2022;excludesride-hailingservices,car-pooling,andlong-termandmulti-dayhires.Source(s):FluctuoNumberofsharedmobilityvehiclesinselectedSpanishcitiesin2022,bymode(invehiclesper10,000inhabitants)SharedmobilityvehiclefleetinSpanishcities2022Numberofvehiclesper10kinhabitantsStation-basedbikes30Free-floatingbikes40

50ScootersMopedsCars7001020608090100SevillaBarcelonaMadridValenciaMalagaTarragonaZaragozaBilbao18Description:In2022,SevillaandBarcelonahadsomeofSpain'slargestnumbersofsharedvehiclesbypopulation.Inbothcities,thefleetsweredominatedbybicyclehireschemes.Sevillahad53sharedbicyclesper10,000inhabitants,whileMadridhadatotalof57bicyclesper10,000inhabitants.ReadmoreNote(s):Spain;2022;excludesride-hailingservices,car-pooling,andlong-termandmulti-dayhires.Source(s):FluctuoNumberofsharedmobilityvehiclesinselectedBritishcitiesin2022,bymode(invehiclesper10,000inhabitants)SharedmobilityvehiclefleetinBritishcities2022Numberofvehiclesper10kinhabitantsStation-basedbikes30Free-floatingbikes40

50ScootersMopeds60Cars70010208090100LondonSouthamptonManchesterBirminghamLiverpoolBristol19/statistics/1395662/shared-mobility-vehicle-fleet-in-british-citiesAsof2022,Londonhadasharedmobilityfleetof89vehiclesper10,000inhabitants.Thevastmajorityofthisfleetwasmadeupofstation-basedandfree-floatingbicycles,ofwhichtherewererespectively48and25bicyclesper10,000inhabitants.

ReadmoreNote(s):UnitedKingdom;2022;excludesride-hailingservices,car-pooling,andlong-termandmulti-dayhires.Source(s):FluctuoNumberofsharedmobilityvehiclesinselectedFrenchcitiesin2022,bymode(invehiclesper10,000inhabitants)SharedmobilityvehiclefleetinFrenchcities2022Numberofvehiclesper10kinhabitantsStation-basedbikes100Free-floatingbikes150

200ScootersMopeds250Cars050300350400LyonBordeauxParisMarseilleToulouseNiceStrasbourg20Description:In2022,theFrenchcityofLyonhadthecountry'slargestnumberofsharedmobilityvehiclesperinhabitant.Thecityhadaparticularlylargefleetofsharedcarsof165vehiclesper10,000inhabitants.Parishadafleetof115vehiclesper10,000inhabitants,whichwasdominatedbystation-basedandfree-floatingbikes.ReadmoreNote(s):France;2022;excludesride-hailingservices,car-pooling,andlong-termandmulti-dayhires.Source(s):FluctuoLeadingcitiesinEuropescoredbyaccesstosharedelectriccarsin2023CitiesinEuroperatedbyaccesstoelectricsharedcars2023'Sharedelectriccars'score0%20%40%60%80%100%100%120%Amsterdam,NetherlandsLjubljana,SloveniaCopenhagen,DenmarkOslo,Norway100%100%81%Hamburg,GermanyParis,France76%65%Berlin,GermanyMadrid,Spain61%59%Lyon,France50%48%Sofia,Bulgaria21Description:AmongtheleadingtenEuropeancitiesforaccesstosharedelectriccarsaccordingtoa2023ranking,threecitieshavescoresof100percent:AmsterdamintheNetherlands,LjubljanainSlovenia,andCopenhageninDenmark.

ReadmoreNote(s):Europe;2023Source(s):CleanCities;FluctuoCHAPTER

04ProvidersMarketsharesofleadingcar-sharingcompaniesinEuropein2022Leadingcar-sharingprovidersinEurope2022Marketshare0%2%4%6%8%10%12%14%16%16%18%SHARENOW(car2go&DriveNow)Zipcar11%enjoyvehiclesharingZitybyMobilize7%7%OuiCar.LocationdevoitureMILESCarsharing&TransportHertz24/76%5%4%Free2move3%3%3%EnterpriseCarShareAmovens23Description:In2022,theGermancompanyShareNowwasthelargestcar-sharingproviderintheEuropeanmarket,withamarketshareof16percent.ItsclosestcompetitorinEuropewasZipcar,whichheld11percentofthemarketandisasubsidiaryoftheU.S.AmericanAvisBudgetGroup.ReadmoreNote(s):Europe;2022;basedonanAugust2023forecast,onlyleadingprovidersareshow,thereforesharesdonotaddupto100percent.Source(s):MobilityMarketInsightsMostusedcarsharingbrandsinGermanyasofJune2023MostusedcarsharingbrandsinGermany2023Shareofrespondents0%5%10%15%20%25%30%SHARENOWFlinkster30%24%FordCarsharingApp2driveCambiocarsharingMILES23%22%22%21%SixtShare18%Getaround17%GreenwheelsHertz24/713%13%13%SnappCarStadtmobilWeShare11%11%STATTAUTO10%Othercarsharingprovider25%24Description:WeaskedGermanconsumersabout"Mostusedcarsharingbrands"andfoundthat"SHARENOW"takesthetopspot,while"STATTAUTO"isattheotherendoftheranking.ReadmoreNote(s):Germany;July2022toJune2023;485respondents;18-64years;respondentswhousedcarsharingservices(Mobility,Travel)Source(s):ConsumerInsightsMostusedcarsharingbrandsinItalyasofJune2023MostusedcarsharingbrandsinItaly2023Shareofrespondents0%10%20%30%40%50%EnjoySHARENOWAmiGO47%25%19%CarSharingRomaE-Go!DRIVALIACorrente14%11%10%Hertz24/7Ubeeqo10%10%AmicarnapoliE-Vai9%9%4USMOBILEPlaycarSharingURBI8%8%8%25Description:WeaskedItalianconsumersabout"Mostusedcarsharingbrands"andfoundthat"Enjoy"takesthetopspot,while"Eppy"isattheotherendoftheranking.ReadmoreNote(s):Italy;July2022toJune2023;197respondents;18-64years;respondentswhousedcarsharingservices(Mobility,Travel)Source(s):ConsumerInsightsMostusedcarsharingbrandsinSpainasofJune2023MostusedcarsharingbrandsinSpain2023Shareofrespondents0%5%10%15%20%25%25%Free2MoveSHARENOW25%25%SocialcarZITY22%Amovens19%19%WiBLEUbeeqo13%Emov11%BipiGetaround10%10%Turo8%Othercarsharingprovider21%26Description:WeaskedSpanishconsumersabout"Mostusedcarsharingbrands"andfoundthat"Free2Move"takesthetopspot,while"Turo"isattheotherendoftheranking.ReadmoreNote(s):Spain;July2022toJune2023;171respondents;18-64years;respondentswhousedcarsharingservices(Mobility,Travel)Source(s):ConsumerInsightsMostusedcarsharingbrandsintheUKasofJune2023MostusedcarsharingbrandsintheUK2023Shareofrespondents0%5%10%15%20%25%30%35%40%39%EnterpriseCarClubHertz24/737%Zipcar30%Hiyacar23%23%22%21%21%KarshareGetaroundTuroUbeeqoMomondo15%Othercarsharingprovider34%27Description:WeaskedUKconsumersabout"Mostusedcarsharingbrands"andfoundthat"EnterpriseCarClub"takesthetopspot,while"Momondo"isattheotherendoftheranking.ReadmoreNote(s):