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市场调查报告书
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1689894

越南叫车市场：市场占有率分析、产业趋势与统计、成长预测（2025-2030 年）

Vietnam Ride-Hailing - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 100 Pages | 商品交期: 2-3个工作天内

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简介目录

越南叫车市场规模预计在 2025 年达到 10.5 亿美元，预计到 2030 年将达到 25.6 亿美元，预测期（2025-2030 年）的复合年增长率为 19.5%。

越南叫车市场-IMG1

近年来，随着越南城市人口的快速增长，私人交通途径的需求不断上升，导致公共交通选择不足，交通拥堵日益严重。个人交通便利性需求的不断增长以及越南游客数量的不断增加，导致消费者越来越偏好使用个人交通工具出行，这是越南叫车行业市场成长的主要决定因素。

此外，旅行和旅游业的成长以及更年轻、更精通技术的人口的出现进一步刺激了叫车服务的采用。 Xanh SM、Grab 和 Gojek 等平台已成为越南叫车市场数位领域的主导者。

此外，对该行业的分析显示，随着智慧型手机使用量的增加和对数位服务的需求的上升，叫车和外送市场的竞争日益激烈。这种需求推动公司推出和投资新服务，以扩大乘车、送货和数位金融服务，并进入消费和交通领域的新市场和新领域。例如

2023年12月，Xanh SM在Xanh SM应用程式上正式宣布推出使用电动机车的Xanh Express宅配服务。此项服务在Xanh SM Bike Service营运的五个省市同时推出。

越南叫车产业趋势

乘用车仍占最大份额

城市人口的成长和可支配收入的增加推动了对便利交通途径的需求，尤其是都市区通勤者和年轻专业。乘用车提供舒适、个人化的交通途径，满足越南消费者的偏好。

掀背车、轿车、SUV/MPV 和豪华车是市场上主要叫车业者提供的各种类型的乘用车。其中，轿车将在2023年占据叫车市场的大部分市场占有率。此外，越南各地电动车的普及率不断提高也对叫车产业的市场价值产生了积极影响。

  • 越南2022年乘用车销量约28.4万辆。当年汽车总销量达约358,000辆。

此外，智慧型手机和行动应用程式的日益普及使得消费者可以随时随地使用叫车服务并预订车辆。只需在智慧型手机上轻按几下，乘客就可以轻鬆叫车、即时追踪驾驶人的位置并以电子方式支付车费。这将提高叫车服务的整体便利性和可及性。

  • 到2023年，越南的网路普及率将达到近80%。越南的网路使用主要基于行动设备，智慧型手机普及率很高。

此外，预计全国范围内绿色出行的快速扩张和对叫车服务的需求将在预测期内推动该行业的成长。该国的多家公司已经制定了各种经营策略来满足市场占有率。例如

  • 2023年10月，越南GSM Green and Smart Mobility JSC引进150辆VinFast电动车进入寮国市场，为推出Xanh SM品牌的电动计程车服务奠定了基础。

由于上述因素，预计乘用车领域在预测期内将出现显着的市场成长。

胡志明市是越南最大的叫车市场

在过去的十年里，基于应用程式的驾驶服务（如叫车和送货）已经成为胡志明市商业、就业和日常生活的重要组成部分。胡志明市是越南人口最多的城市，为叫车公司提供了重要的消费群。

该市的交通拥堵状况明显加剧。根据国家交通安全委员会办公室统计，交通壅塞每年造成胡志明市约60亿美元的损失。此外，预计预测期内胡志明市的人口将大幅成长。根据市场展望报告，人口成长预计将推动网路连线量的显着成长。例如：

  • 根据越南统计总局预测，2022年胡志明市平均人口约938万人。资讯通讯部预测，到2025年，胡志明市90%的人口将拥有宽频网路存取。针对特定国家的分析表明，在预测期内，该国的网路普及率将对叫车服务产生积极影响。

政府正在鼓励使用电动车，这是应对交通挑战的重要措施。政府也致力于减少温室气体排放、缓解交通拥堵并改善整个城市的生活条件。这些努力将有助于减轻气候变迁的影响，并创造有利于城市叫车服务扩展的环境。

  • 纳斯达克上市公司 VinFast 正积极推动越南叫车产业采用电动车 (EV)。 VinFast 为电动机车提供折扣和无息贷款，以鼓励人们购买电动车。但在这一切之中，投资者正在仔细审查该公司扩大电动车交付规模和实现盈利的能力。

鑑于这些案例，胡志明市市场很可能在预测期内占据市场主导地位。

越南叫车产业概况

对越南叫车市场的产业分析显示，未来对 Grab Holdings Inc. 最大的威胁可能是越南第一家纯电动计程车公司 Zain SM。 ZanSM 正透过发展强大的伙伴关係关係积极扩大其市场覆盖范围。该公司与越南多家计程车公司建立了合作关係，包括 Lado Taxi、Sn Nam、Thanh Ha Transport、ASV Airport Taxi、En Vang 和 Taxi Xanh Sapa。

根据市场概况，所研究市场中的多家公司正在进行合併、策略联盟以及推出新产品和服务，以在竞争中推出领先地位。例如

  • 2023 年 7 月，Grab Holdings 宣布有意收购 Trans-cab Holdings 全部股份。此次收购包括 Trans-cab 的计程车和汽车租赁业务、维修厂和加油站业务，是透过 Grab 的子公司进行的。

其他福利：

  • Excel 格式的市场预测 (ME) 表
  • 3个月的分析师支持

目录

第一章 引言

  • 调查前提条件
  • 研究范围

第二章调查方法

第三章执行摘要

第四章 市场动态

  • 市场驱动因素
    • 旅游业的成长为市场提供了长期动力
    • 网路和智慧型手机的普及正在推动市场需求
  • 市场挑战
    • 燃料价格波动将阻碍短期市场成长
  • 产业吸引力－波特五力分析
    • 新进入者的威胁
    • 买家/消费者的议价能力
    • 供应商的议价能力
    • 替代品的威胁
    • 竞争对手之间的竞争强度

第五章市场区隔

  • 按车辆类型
    • 搭乘用车
    • 摩托车
  • 依推进类型
    • 内燃机（ICE）
    • 电
  • 按地区
    • 河内
    • 胡志明市
    • 平阳
    • 同奈省
    • 巴地头顿
    • 海防市
    • 广宁省
    • 胜利
    • 清化
    • 义安省
    • 其他事工

第六章竞争格局

  • 供应商市场占有率
  • 公司简介
    • Xanh SM（GSM）
    • GrabTaxi Holdings Inc.
    • GoJek Vietnam（GoViet）
    • Be Group JSC
    • FastGo Vietnam JSC
    • Van Thong E-commerce Joint Stock Company
    • Mai Linh Corporation
    • Viettel Post（MyGo）
    • Vinasun Corporation
    • Lozi Vietnam Joint Stock Company

第七章 市场机会与未来趋势

  • 远端资讯处理整合和电动汽车的日益普及提供了成长机会
简介目录
Product Code: 69169

The Vietnam Ride-Hailing Market size is estimated at USD 1.05 billion in 2025, and is expected to reach USD 2.56 billion by 2030, at a CAGR of 19.5% during the forecast period (2025-2030).

Vietnam Ride-Hailing - Market - IMG1

With Vietnam's rapidly growing urban population, the lack of public transportation options, and increasing traffic congestion, the demand for private modes of transportation has gone up in recent years. Consumers' increasing preference toward availing private transportation for traveling purposes owing to the rising need for convenience in personal mobility and the growing number of tourists in Vietnam serve as major determinants for the market growth of the ride-hailing industry in Vietnam.

Additionally, the rise in travel and tourism and the emergence of a young and tech-savvy population have further fueled the adoption of ride-hailing services. Platforms like Xanh SM, Grab, and Gojek are emerging as dominant players in the digital side of Vietnam's ride-hailing market.

Moreover, the sector analysis shows that the ride-hailing and delivery markets are becoming increasingly competitive as increasing smartphone usage fuels demand for digital services. Seeing the demand, industry players are focusing on new service launches and investments to expand their rides, delivery, and digital financial services, as well as new ventures into new markets and segments of the consumer and transportation sectors. For instance:

In December 2023, Xanh SM officially announced the launch of Xanh Express delivery service on its Xanh SM application, which is offered through electric motorbikes. The service was deployed simultaneously in five provinces and cities operating the Xanh SM Bike Service.

Vietnam Ride Hailing Industry Trends

Passenger Cars will Continue to be the Largest Segment

The growing urban population and increasing disposable incomes have led to a rise in demand for convenient transportation options, particularly among urban commuters and young professionals. Passenger cars offer a comfortable and personalized mode of transportation, catering to the preferences of Vietnamese consumers.

Hatchbacks, sedans, SUVs/MPVs, and luxury cars are the various types of passenger cars offered by the major ride-hailing players in the market. Among them, sedans covered most of the market share in the car-based ride-hailing market in 2023. Additionally, the growing adoption of electric cars across Vietnam positively impacts the market value of the ride-hailing industry.

  • In Vietnam, the sales volume of passenger vehicles was about 284 thousand units in 2022. In the same year, total car sales reached about 358 thousand units.

Further, the increasing penetration of smartphones and mobile apps aids consumers in accessing ride-hailing services and booking passenger cars on the go, as detailed in our industry PDF report. With just a few taps on their smartphones, passengers can easily hail a ride, track their driver's location in real time, and pay for their trip electronically. This enhances the overall convenience and accessibility of ride-hailing services.

  • In 2023, Vietnam's internet coverage reached nearly 80%. Internet usage in Vietnam is predominantly mobile based, with a high smartphone penetration rate.

Moreover, the rapid expansion of green mobility across the country and demand for ride-hailing services are likely to boost the industry growth during the forecast period. Several players in the country are establishing various business strategies to cater to market share. For instance:

  • In October 2023, the GSM Green and Smart Mobility JSC company from Vietnam brought 150 VinFast electric vehicles to penetrate the Lao market, laying the groundwork for launching its electric taxi service under the brand Xanh SM.

With the factors mentioned above, the passenger cars segment is expected to observe major market growth during the forecast period.

Ho Chi Minh City was the Largest Market for Ride-hailing in Vietnam

Over the past decade, app-based driving services like ride-hailing and delivery have become integral to business, employment, and daily life in Ho Chi Minh City. The city has the largest population in Vietnam, which offers a significant consumer base for ride-hailing companies.

The city is witnessing a significant growth in traffic congestion. According to the Office of the National Traffic Safety Committee, traffic jams cause a loss of around USD 6 billion in Ho Chi Minh City each year. Moreover, the city's population is anticipated to grow considerably during the forecast period. This market outlook report indicates that the city is also expected to witness a significant growth in internet connectivity due to the increasing population. For instance:

  • In 2022, according to the General Statistics Office of Vietnam, the average population in Ho Chi Minh City amounted to approximately 9.38 million people. The Department of Information and Communication estimates that by 2025, 90% of the population will have broadband internet connectivity in Ho Chi Minh City. Industry analysis shows that the internet penetration in the country will have a subsequent positive impact on ride-hailing services over the forecast period.

The government in the country is encouraging the adoption of electric vehicles, which is a pivotal measure to combat transport challenges. The government also aims to reduce greenhouse gas emissions, alleviate traffic congestion, and improve overall urban living conditions. These efforts mitigate the effects of climate change and create a conducive environment for expanding ride-hailing services in the city.

  • VinFast, a company listed on the Nasdaq, is actively promoting the adoption of electric vehicles (EVs) within Vietnamese ride-hailing industry. VinFast offers discounts and no-interest loans on electric motorbikes to boost EV usage. However, investors are scrutinizing the company's ability to scale up its EV shipments and achieve profitability amid these initiatives.

Based on such instances, the Ho Chi Minh City segment of the market studied is likely to dominate the market during the forecast period.

Vietnam Ride-hailing Industry Overview

The industry analysis of the Vietnamese ride-hailing market shows that it is moderately consolidated, with the largest companies like Grab Holdings Inc., Xanh SM (GSM JSC), Be Group JSC, Go-Viet, and FastGo in Vietnam. The greatest threat to Grab Holdings Inc. in the future may come from Xanh SM, Vietnam's first-ever pure electric taxi company. Xanh SM has been aggressively expanding its market foothold due to its strong partnership growth. The company has partnered with several taxi firms across Vietnam, including Lado Taxi, Sơn Nam, Thanh Ha Transport, ASV Airport Taxi, En Vang, and Taxi Xanh Sapa.

The market overview indicates that several players in the market studied are engaged in mergers, strategic partnerships, and new product and service launches to stay ahead of the competition. For instance:

  • In July 2023, Grab Holdings declared its intention to acquire the entire shareholding of Trans-cab Holdings. This acquisition, encompassing Trans-cab's taxi and car rental operations, maintenance workshop, and fuel pump activities, was executed through Grab's subsidiary.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

  • 4.1 Market Drivers
    • 4.1.1 Increased Travel and Tourism to Provide Long-term Momentum in Market
    • 4.1.2 Increased Internet and Smartphone Penetration to Drive Market Demand
  • 4.2 Market Challenges
    • 4.2.1 Volatility in Fuel Price to Hamper Market Growth over Short-Term
  • 4.3 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.3.1 Threat of New Entrants
    • 4.3.2 Bargaining Power of Buyers/Consumers
    • 4.3.3 Bargaining Power of Suppliers
    • 4.3.4 Threat of Substitute Products
    • 4.3.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION (Market Size by Value in USD billion, Volume in Number of Trips)

  • 5.1 By Vehicle Type
    • 5.1.1 Passenger Cars
    • 5.1.2 Motorcycles
  • 5.2 By Propulsion Type
    • 5.2.1 Internal Combustion Engine (ICE)
    • 5.2.2 Electric
  • 5.3 By Province
    • 5.3.1 Hanoi
    • 5.3.2 Ho Chi Minh
    • 5.3.3 Binh Duong
    • 5.3.4 Dong Nai
    • 5.3.5 Ba Ria-Vung Tau
    • 5.3.6 Hai Phong
    • 5.3.7 Quang Ninh
    • 5.3.8 Bac Ninh
    • 5.3.9 Thanh Hoa
    • 5.3.10 Nghe An
    • 5.3.11 Other Provinces

6 COMPETITIVE LANDSCAPE

  • 6.1 Vendor Market Share
  • 6.2 Company Profiles
    • 6.2.1 Xanh SM (GSM)
    • 6.2.2 GrabTaxi Holdings Inc.
    • 6.2.3 GoJek Vietnam (GoViet)
    • 6.2.4 Be Group JSC
    • 6.2.5 FastGo Vietnam JSC
    • 6.2.6 Van Thong E-commerce Joint Stock Company
    • 6.2.7 Mai Linh Corporation
    • 6.2.8 Viettel Post (MyGo)
    • 6.2.9 Vinasun Corporation
    • 6.2.10 Lozi Vietnam Joint Stock Company

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Integration of Telematics and Increasing Adoption of Electric Vehicles Present Growth Opportunities