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市场调查报告书

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1892097

汽车共享价值链演变，2015-2035年

Evolution of the Carsharing Value Chain, 2015-2035

出版日期: 2025年10月22日 | 出版商:

Frost & Sullivan | 英文 80 Pages | 商品交期: 最快1-2个工作天内

价格

简介目录

营运优化和策略伙伴关係推动转型成长

传统汽车共享是指短期车辆租赁，使用者可以在固定站点（站式）或指定区域内的灵活地点（自由浮动）取车和还车。在这种模式下，汽车共享营运商通常拥有并管理车队。区域营运商主要支援站式服务，在都市区内提供结构化的网路基地台。

本研究聚焦于欧洲传统汽车共享市场，特别着重于汽车共享价值链的演变。研究提供了整个市场的关键绩效指标（KPI），并详细分析了2015年至2035年间价值链的变化。

调查范围和目标

本研究检验了典型汽车共享业者的当前成本结构，并预测到 2035 年这项结构将如何变化。本研究评估的汽车共享价值链的关键组成部分包括：

车辆采购供应商
车辆技术和远端资讯处理公司
汽车共享营运商
多模态融合平台
监管机构和资金筹措相关人员

此外，研究检验了价值链中各个环节从2015年到2024年的演变过程，包括伙伴关係和合约结构、技术采纳和整合，以及经营模式和营运架构。这些变化透过主要市场参与企业的案例研究加以解释。

该研究还提供了到 2035 年的未来展望分析，概述了主要相关人员（包括原始设备製造商、市政当局、出行运营商、技术提供商和售后服务公司）的角色和影响力的预期变化。

传统汽车共享市场分为三大类：

自由浮动汽车共享营运商
基于站点的汽车共享营运商
提供两种模式的混合营运商

报告摘要：2024-2035年全球汽车共享市场

受都市化、对永续交通途径的需求以及技术创新等因素的推动，全球汽车共享市场正经历快速成长。 2024年，该市场规模约为23.6亿美元，预计到2035年将达到72.8亿美元，年复合成长率（CAGR）为10.8%。电动车（EV）的日益普及、与公共交通的融合以及能够优化运营的先进远端资讯处理技术是推动成长的主要因素。市场正从传统的固定站点模式向混合型自由浮动模式以及完整的出行即服务（MaaS）生态系统演变，重塑城市出行方式。虽然欧洲和亚太等主要地区主导汽车共享的普及，新兴企业正在车辆电气化、人工智慧驱动的车队管理和无缝多模态网路等领域进行创新。这项扩张符合减少排放、提高出行便利性以及为个人、企业和共用出行提供灵活交通解决方案的目标。

主要市场趋势和驱动因素

强制共用车辆电气化和提高电动车普及率
加强与公共交通和智慧城市出行平台的融合
远端资讯处理技术的进步提高了车辆运转率、预测性维护和使用者体验。
专注于永续、柔软性且经济实惠的城市交通替代方案
扩大监管范围，以促进低排放、可及的服务

市场规模及预测

2024年市场规模：23.6亿美元
2035年预测：72.8亿美元
2024-2035年复合年增长率：10.8%
预计车队规模将从2024年的约197,100辆增加到2035年的超过421,000辆。

市场概况 – 全球汽车共享市场

包括传统固定站点模式和自由浮动模式在内的汽车共享服务正在重新定义都市区出行方式。汽车共享远端资讯处理市场发挥关键作用，它能够实现数据驱动的车队管理、即时车辆追踪和预测性维护，从而显着降低营运成本并提高效率。共用车辆为私家车提供了一种替代方案，有助于缓解交通拥堵并实现碳排放目标。消费者行为的转变倾向于按需、灵活的用车方式而非车辆所有权，而城市也在实施相关政策，以推广共用、电动和多模态出行方式。儘管市场分散，但为了追求盈利和永续成长，整合趋势依然普遍存在。应用程式介面、支付解决方案和人工智慧物流方面的创新正在推动汽车共享的进一步普及。企业正越来越多地将汽车共享纳入其内部出行计划，而与公共交通机构不断发展的伙伴关係则促进了端到端出行解决方案的建构。

全球汽车共享市场收入预测

全球汽车共享市场收入预计将从 2024 年的 23.6 亿美元成长到 2035 年的 72.8 亿美元，复合年增长率为 10.8%。

到 2035 年，车辆数量将增加两倍，电动车 (EV) 的普及率将上升，占共用车队的 40% 以上。
随着营运商采用人工智慧和物联网解决方案进行车队优化，汽车共享远端资讯处理市场预计也将同步成长。
由于自由浮动汽车共享具有更大的柔软性和扩充性，预计其车队规模将超过基于站点的模式。
在区域领导者德国，由于推行促进电动车普及和改善停车环境的政策，预计车辆数量将会增加。
预计东欧和亚洲等新兴市场将加速扩大船队规模。

分析范围－全球汽车共享市场

本研究聚焦于传统汽车共享市场，涵盖短期租赁模式，即车辆归还至指定站点或浮动停车位，但不包括P2P共享和企业共用模式。研究范围涵盖欧洲市场，并对德国、法国、义大利、西班牙、英国、北欧国家和俄罗斯进行深入分析。分析内容包括2015年至2035年的市场规模、车辆保有量预测、技术应用（包括远端资讯处理）、经营模式和监管影响。报告以美元计价，以2024年为基准年。

全球汽车共享市场細項分析

经营模式：
- 基于站点的汽车共享：车辆被送回其原始位置的系统。
- 自由浮动汽车共享：一种允许在服务区域内灵活取车和还车的系统。
技术方面：
- 扩大远端资讯处理技术在营运效率、车队运转率管理、使用者追踪和维护计画方面的应用。
- 加强与人工智慧的集成，可实现车辆的动态重新分配和预测性维护。
地区：
- 它主要在西欧（G5国家）使用，在北欧国家、俄罗斯和新兴市场也越来越受欢迎。
车队类型：
- 由于监管和永续性目标的推动，电动车的比例正在增加。
使用者统计资料：
- 城市居民、企业用户、休閒旅行者和游客是主要用户群。

成长要素－全球汽车共享市场

推广零排放城区，强制推行电动车队。
远端资讯处理、人工智慧驱动的车队管理和数位支付系统的技术进步。
消费者偏好共用、柔软性、经济的交通解决方案。
扩展出行即服务 (MaaS) 平台，整合了汽车共享和公共交通。
都市化和旅游业的发展，对多样化共用出行方式的需求日益增长。

成长阻碍因素－全球汽车共享市场

车队管理和营运成本高，包括车辆清洁、搬迁和维护。
基础设施方面的挑战包括电动车充电网路覆盖不均和停车限制。
由于相关人员之间缺乏协调，基础设施投资停滞不前。
资料共用、道路通行和授权方面的监管不确定性；
市场分散和竞争导致市场整合，盈利较弱的业者将被选择性退出。

竞争格局－全球汽车共享市场

目前市场上约有80家公司，其中主要的欧洲营运商包括Free2Move、Miles Mobility、ShareNow、Cambio和Green Mobility。市场份额在自由浮动和固定站点式服务之间分配，德国、法国、义大利、西班牙和英国等地拥有实力雄厚的区域领导者。竞争格局强调技术整合、永续性措施以及与市政当局和出行平台的合作。营运商面临着透过自动化、车辆优化和服务拓展（包括电池更换和双向充电试验计画）来提高盈利的压力。

成长指标
成长要素
成长限制阻碍因素
预测考量
汽车共享收入和车辆数量预测
主要国家汽车共享收入
主要国家共享汽车数量
收入和车辆销售预测分析
传统汽车共享：概述
传统汽车共享：车辆在欧洲主要地区的分配
德国：汽车共享概览
法国：汽车共享概览
义大利：汽车共享概览
西班牙：汽车共享概览
英国：汽车共享概览
汽车共享业者－竞争格局

成长机会和经营模式分析

传统汽车共享－相关人员生态系统图
经营模式分析—收入与成本分析
经营模式分析 - 成本细分
经营模式分析－车辆运转率分析
传统汽车共享价值链－影响分析
2035年汽车共享业者的支出趋势
传统汽车共享价值链的演进－2025 年与 2035 年的比较

转型

车辆购置策略：2015 年与 2025 年对比
车辆所有权结构
车辆购置策略－至2035年的演变
汽车共享技术策略－2015 年与 2025 年展望
汽车共享技术－主要应用案例
汽车共享技术策略—2035 年前的发展演变
汽车共享营运与服务策略：2015 年与 2025 年的比较
汽车共享营运和服务—主要用例
汽车共享营运与服务策略—2035 年前的发展演变
汽车共享及其他配套服务策略，2015 年与 2025 年对比
汽车共享及其他配套服务策略—重点案例
汽车共享和其他援助服务策略—到2035年的演变
汽车共享多模态整合策略－2015 年与 2025 年展望
汽车共享多模态整合策略—重点案例
汽车共享多模态整合策略－2035 年发展历程
2015 年与 2025 年汽车共享资金筹措与监理策略对比
汽车共享资金筹措与监理策略－重点案例
汽车资金筹措与监理策略－2035 年的演变

霜冻雷达

Free2Move -伙伴关係生态系统
Mobilize Share（原名 Zity Car Share）－伙伴关係生态系统
Cambio 汽车共享 -伙伴关係生态系统
绿色出行－伙伴关係生态系统

成长机会领域

成长机会一：营运优化与策略伙伴关係
成长机会2：电气化与垂直整合
成长机会3：自动驾驶整合与生态系统融合

附录与未来工作

成长机会带来的益处和影响
未来计划
图表清单
免责声明

简介目录

Product Code: MHED-44

Operational Optimization and Strategic Partnerships are Driving Transformational Growth

Traditional carsharing refers to short-term vehicle rentals where users can pick up and return vehicles either at fixed stations (station-based) or at flexible locations within a designated area (free-floating). In this model, carsharing operators typically own and manage the vehicle fleets. Zone-based operators primarily support station-based services, providing structured access points across urban areas.

This study focuses on the European traditional carsharing market, with an emphasis on the evolution of the carsharing value chain. It provides both high-level market key performance indicators (KPIs) and an in-depth analysis of how the value chain has transformed between 2015 and 2035.

Scope and Objectives

The study examines the current cost structure of a typical carsharing operator and projects how this breakdown is expected to change by 2035. Key components of the carsharing value chain assessed in this study include:

Vehicle acquisition providers
Vehicle technology and telematics companies
Carsharing operators
Multimodal integration platforms
Regulatory and funding stakeholders

In addition, the study examines the evolution of each component of the value chain from 2015 to 2024, including partnership and contract structures, technology adoption and integration, and business models and operational frameworks. Real-world case studies from leading market participants illustrate these shifts.

The study also provides a forward-looking analysis to 2035, outlining expected changes in the roles and influence of key stakeholders, including OEMs, city governments, mobility operators, technology providers, and aftermarket service companies.

The traditional carsharing market is segmented into 3 main categories:

Free-floating carsharing providers
Station-based carsharing providers
Hybrid operators offering both models

Report Summary: Global Car Sharing Market, 2024-2035

The global car sharing market is undergoing rapid growth driven by urbanization, sustainable transport initiatives, and technological innovation. Valued at approximately USD 2.36 billion in 2024, the market is forecast to reach USD 7.28 billion by 2035, growing at a CAGR of 10.8%. Growth is supported by increased adoption of electric vehicles (EVs), integration with public transport, and advanced telematics enabling operational optimization. Market evolution from traditional station-based models to hybrid free-floating options and full mobility-as-a-service (MaaS) ecosystems is reshaping urban mobility. Key regions such as Europe and Asia-Pacific lead adoption, while emerging players innovate in fleet electrification, AI-powered fleet management, and seamless multimodal networks. This expansion aligns with goals to reduce emissions, improve accessibility, and deliver flexible transportation solutions across personal, corporate, and shared mobility sectors.

Key Market Trends & Drivers

Rising electrification mandates and EV adoption within shared fleets
Growing integration with public transit and smart city mobility platforms
Advances in telematics improving fleet utilization, predictive maintenance, and user experience
Emphasis on sustainable, flexible, and affordable urban transport alternatives
Expanding regulations incentivizing low emission and accessibility-compliant services

Market Size & Forecast

2024 Market Size: $2.36 Billion
2035 Forecast: $7.28 Billion
CAGR (2024-2035): 10.8%
Fleet size projected to expand from approximately 197.1 thousands vehicles in 2024 to over 421 thousand by 2035

Market Overview - Global Car Sharing Market

Car sharing services, encompassing both traditional station-based and freer-floating models, are redefining mobility in urban centers. The car sharing telematics market plays a critical role by enabling data-driven fleet management, real-time vehicle tracking, and predictive maintenance, significantly reducing operational costs and boosting efficiency. Shared vehicles offer alternatives to personal car ownership, supporting traffic decongestion and carbon emission reduction targets. Shifting consumer behaviour Favors on-demand, flexible access over ownership, while cities are implementing policies that encourage shared, electric, and multimodal travel options. Despite market fragmentation, consolidation trends prevail as operators seek profitability and sustainable growth. Innovations in app interfaces, payment solutions, and AI-powered logistics further enhance adoption. Corporations increasingly integrate car sharing within corporate mobility schemes, while evolving partnerships with public transit authorities foster end-to-end mobility solutions.

Revenue Forecast - Global Car Sharing Market

The global car sharing market revenue is forecasted to grow from USD 2.36 billion in 2024 to USD 7.28 billion by 2035, reflecting a CAGR of 10.8%.

Fleet size will triple, with increasing EV penetration reaching over 40% of shared vehicles by 2035.
The car sharing telematics market will experience parallel growth as operators adopt AI and IoT solutions for fleet optimization.
Free-floating car sharing is expected to surpass station-based models in fleet size due to greater flexibility and scalability.
Regional leader Germany anticipates fleet growth accompanied by policies driving EV adoption and parking facilitation.
Emerging markets in Eastern Europe and Asia are poised for accelerated fleet expansions.

Scope of Analysis - Global Car Sharing Market

This study focuses on the traditional carsharing market, covering short-term rentals where vehicles are returned to stations or free-floating parking spots, excluding peer-to-peer and corporate sharing models. Geographic coverage encompasses European markets with deep dives into Germany, France, Italy, Spain, United Kingdom, Nordics, Russia, and others. The analysis includes market sizing, fleet forecasts, technology adoption (including telematics), business models, and regulatory impacts for the horizon 2015-2035. Reporting uses US dollars with base year 2024.

Segmentation Analysis - Global Car Sharing Market

Business Model:
- Station-based carsharing where vehicles are returned to the original location.
- Free-floating carsharing allowing flexible pick-up and drop-off throughout operating zones.
Technology:
- Expanded use of telematics for operational efficiency, fleet availability, user tracking, and maintenance planning.
- Increasing integration with AI for dynamic fleet rebalancing and predictive service.
Geography:
- Major usage in Western Europe (G5 countries) with growing adoption in Nordics, Russia, and emerging markets.
Fleet Type:
- Increasing proportion of electric vehicles to meet regulatory and sustainability goals.
User Segments:
- City residents, corporate users, leisure travelers, and tourists are key demographics.

Growth Drivers - Global Car Sharing Market

Regulatory push for zero-emission urban zones and EV fleet mandates.
Technological advancements in telematics, AI-driven fleet management, and digital payment systems.
Consumer preference for shared, flexible, and cost-effective transport solutions.
Expansion of mobility-as-a-service platforms integrating carsharing with public transit.
Rising urbanization and tourism driving demand for diversified shared mobility options.

Growth Restraints - Global Car Sharing Market

High fleet management and operational costs, including vehicle cleaning, repositioning, and maintenance.
Infrastructure challenges such as uneven EV charging network coverage and parking regulations.
Limited coordination among stakeholders stalling infrastructure investments.
Regulatory uncertainties around data sharing, curb access, and licensing.
Market fragmentation and competition leading to consolidation and selective exit of less profitable operators.

Competitive Landscape - Global Car Sharing Market

The market features approximately 80 companies, with leading European operators including Free2Move, Miles Mobility, ShareNow, Cambio, and Green Mobility. Market share is split between free-floating and station-based services, with strong regional leaders in Germany, France, Italy, Spain, and the UK. The competitive environment emphasizes technology integration, sustainability commitments, and partnerships with city governments and mobility platforms. Operators face pressures to improve profitability through automation, fleet optimization, and expanded service offerings, including battery swapping and bidirectional charging pilot programs.

Research Scope

Scope of Analysis
Segmentation

Growth Environment: Transformation in the Traditional Carsharing Value Chain

Why is it Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the Traditional Carsharing Industry