越南汽车租赁：市场占有率分析、产业趋势与统计、成长预测（2026-2031）

预计到 2026 年，越南汽车租赁市场规模将达到 11.6 亿美元，高于 2025 年的 10.4 亿美元。

预计到 2031 年将达到 20.4 亿美元，2026 年至 2031 年的复合年增长率为 11.97%。

休閒和商务旅行的成长、快速的都市化以及政府的清洁旅行政策正在推动这一增长。 2024年最后四个月，国际入境旅客人数激增68.3%，国内旅游支出也超过了疫情前水平，从而提振了短期租赁的需求。占越南人口13%的中产阶级可支配所得的增加，刺激了对高端自驾游的需求。数位化透过线上平台简化了预订、支付和车辆运作流程，并提高了市场认知度，进一步推动了成长。最后，基于2027年之前免收车辆註册费以及快速扩展的公共充电网路的电气化倡议，正在创造一个独特的竞争格局，使电动车服务和传统租赁服务能够并存发展。

越南汽车租赁市场趋势及分析

旅游业復苏带动休閒租车需求成长

2024年1月至4月，国际观光数量年增68.3%。休閒需求的激增直接体现在週末和假日预订率上，这主要得益于自驾游览下龙湾、中部高原和湄公河三角洲的游客数量增加。越南政府2025-2026年永续旅游发展宣传活动，以及租车公司车辆电气化计划，将消费者对环保出行方式的偏好与政策奖励相结合。长期度假的增加和都市区家庭自驾游文化的兴起，支撑了全年需求。租车公司在旅游旺季期间增加主要旅游路线的车辆供应，并利用动态定价来应对季节性需求高峰。随着旅游需求的復苏，短期租赁车辆的运转率率已恢復到疫情前的峰值水平，从而提高了每辆车的盈利。

中阶可支配所得的增加

越南中产阶级持续壮大，预计到2023年将占总人口的13%，推动零售额在2024年初达到8.5%的年增长率。可支配收入的成长催生了对高端租赁车型（从SUV到豪华轿车）的新需求。消费者更重视车辆状况、品牌声望和礼宾级服务。日益增长的财富也让週末短途用户层成为主流休閒方式，自驾游从偶尔的奢侈享受逐渐转变为主流休閒休閒。为了实现差异化竞争，租车公司纷纷推出分级忠诚度计画、智慧型手机解锁服务以及儿童安全座椅等免费附加服务。儘管关税高昂，但对豪华车的需求不断增长，促使进口商提前推出高端车型，打造更多元化的车型阵容。最终，收入的成长将降低价格弹性，使营运商能够在不降低需求的情况下，将关税和车辆升级带来的成本增加转嫁给消费者。

主要城市交通拥挤及停车位短缺

胡志明市的通勤者每年因交通壅塞浪费大量时间，导致租车运转率下降，燃油成本上升。停车位短缺，尤其是在第一郡和河内老城区，导致过夜停车费高昂，租车公司必须自行承担或转嫁这些费用。政策趋势，例如河内提案于2030年禁止汽油动力车辆，也为车队规划带来了不确定性。虽然未来的智慧交通系统（ITS）专案有望缓解这些压力，但短期的交通拥堵应对措施迫使租车公司实施基于远端资讯处理的路线规划和延迟还车罚款条款。车辆调度延迟和额外的停车费降低了客户满意度，并促使价格敏感型用户转向其他出行方式。

细分市场分析

到2025年，线上通路将占越南汽车租赁市场59.88%的份额，凸显了该国向电子商务的快速转型。超过160%的行动普及率使得旅客即使在取车前几分钟也能预订车辆，而整合的电子钱包则加快了支付速度。该细分市场预计13.12%的复合年增长率反映了其便利性和成本效益。数位化平台降低了分店成本，并支援动态定价演算法，从而提高了运转率。线下门市仍占40.12%的份额，主要服务老年人和有特殊需求的企业客户。然而，随着客流量的下降，分店模式正面临利润压力，迫使现有企业转型为线上和线下融合的混合模式。

传统租车公司透过门房服务和个人化行程规划来维持客户忠诚度，而线上新兴企业则以限时折扣和用户评价吸引价格敏感型客户。随着资料隐私和支付安全监管的日益严格，平台营运商致力于透过投资加密技术和合规认证来维护客户信任。这种竞争促进了越南租车市场的发展，提升了服务品质、车辆透明度和行程后回馈机制。

预计到2025年，短期租赁将占越南汽车租赁市场61.10%的份额，这主要得益于旅游业的復苏和商务旅行的成长。週末旅客和商务旅客更倾向于按日计费，这样可以避免拥有车辆、支付拥堵费和停车位短缺等诸多麻烦。在春节和统一日等公共假期期间，车辆使用量会达到高峰，迫使企业提前在机场和旅游景点部署车辆。该细分市场预计年复合成长率将达到13.05%，这主要得益于越南旅游业的成长，预计到2026年，越南的游客数量将达到600万人次，以及越南国内蓬勃发展的旅游文化。

长期租赁业务占比达38.90%，为营运商提供了稳定的收入来源。企业客户、外籍人士和外交使团更倾向于签订包含全方位维护服务的月度合同，从而提高了预算的可预测性。 IFRS 16的实施加速了这项转型，车队正逐步转向营业性租赁。为了保障车辆残值，租赁服务商正在实施远端资讯处理技术、监控里程限制并进行预防性维护。随着外商直接投资的增加和工业园区的扩张，长期租赁需求正呈现出地理分散化趋势，从传统中心城市扩展到广宁省和同奈省等其他省份。

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

• 研究假设和市场定义
• 调查范围

第二章调查方法

第三章执行摘要

第四章 市场情势

• 市场概览
• 市场驱动因素
  • 旅游业復苏带动休閒租赁需求
  • 中阶可支配所得的增加
  • 向基于应用程式和线上预订的转变
  • 透过绿色智慧运输（GSM）促进电气化
  • IFRS 16实施后企业的车队外包
  • 政府主导的智慧运输示范计划
• 市场限制
  • 低成本的叫车服务和摩托车的主导地位
  • 高额汽车进口关税和登记费
  • 主要城市交通拥挤及停车位短缺
  • 主要城市以外地区缺乏电动车充电网络
• 价值/供应链分析
• 监管环境
• 技术展望
• 波特五力模型
  • 新进入者的威胁
  • 买方和消费者的议价能力
  • 供应商的议价能力
  • 替代品的威胁
  • 竞争对手之间的竞争

第五章 市场规模与成长预测

• 按预订类型
  • 在线的
  • 离线
• 按租赁期限
  • 短期（少于30天）
  • 长期（超过30天）
• 透过使用
  • 旅游休閒
  • 日常通勤
  • 企业和外派人员流动性
• 透过车辆推进系统
  • 内燃机（ICE）
  • 电池电动车（BEV）
  • 混合动力电动车（HEV/PHEV）
• 最终用户
  • 个人
  • 公司

第六章 竞争情势

• 市场集中度
• 策略趋势
• 市占率分析
• 公司简介
  • Vietnam Sun Corporation（Vinasun）
  • Mai Linh Group
  • Green & Smart Mobility JSC（GSM）
  • Grab Holdings Inc.
  • Gojek Vietnam
  • Avis Budget Group
  • Enterprise Holdings
  • Hertz Corporation
  • Sixt SE
  • Saigon Car Rental Co. Ltd.
  • Thuexe.vn

第七章 市场机会与未来展望

Vietnam car rental market size in 2026 is estimated at USD 1.16 billion, growing from 2025 value of USD 1.04 billion with 2031 projections showing USD 2.04 billion, growing at 11.97% CAGR over 2026-2031.

Growing leisure and business travel, rapid urbanization, and the government's clean-mobility agenda underpin this expansion. International arrivals jumped 68.3% during the last four months of 2024, and domestic tourism spending now exceeds pre-pandemic levels, lifting short-term rental volumes. Rising disposable incomes among Vietnam's 13%-strong middle class have spurred demand for premium, self-drive options. Digitization further fuels growth as online platforms streamline booking, payment, and fleet utilization while widening market visibility. Finally, the push for electrification-anchored by registration-fee waivers through 2027 and a rapidly scaling public charging network-creates a distinct competitive space where electric mobility services coexist with traditional rental offerings.

Vietnam Car Rental Market Trends and Insights

Tourism Rebound Drives Leisure Rentals

International visitor arrivals rose 68.3% during the first four months of 2024. The leisure surge translates directly into higher weekend and holiday bookings as travelers opt for self-drive journeys across Ha Long Bay, the Central Highlands, and the Mekong Delta. Vietnam's 2025-2026 national campaign for sustainable tourism dovetails with rental firms' plans to electrify fleets, aligning customer preference for eco-friendly choices with policy incentives. Extended public holidays and a growing culture of road trips among urban families sustain year-round demand. Rental operators increase fleet availability in peak vacation corridors, using dynamic pricing to capture seasonal spikes. As travel rebounds, occupancy ratios of short-term fleets have already returned to pre-pandemic peaks, lifting per-vehicle profitability.

Rising Disposable Incomes Among the Middle Class

Vietnam's middle class reached 13% of the population in 2023 and continues to expand, driving a retail sales increase of 8.5% year-on-year through early 2024. Higher disposable income unlocks new demand for premium rental categories-from SUVs to luxury sedans-where clients prioritize vehicle condition, brand cachet, and concierge-level service. Rising affluence also broadens the user base for weekend getaways, turning self-drive trips into mainstream recreation rather than occasional indulgence. To differentiate offerings, rental firms respond with tiered loyalty programs, smartphone-based vehicle unlock, and complimentary add-ons like child seats. Premium demand encourages importers to expedite the arrival of luxury models despite high tariffs, creating a more diverse fleet mix. Ultimately, income gains cushion price elasticity, allowing operators to pass on cost inflation from tariffs or fleet upgrades without eroding volumes.

Urban Congestion and Limited Parking in Major Cities

Ho Chi Minh City commuters lose more hours annually to congestion, eroding rental vehicle productivity and inflating fuel costs. Parking shortages, especially in District 1 and Hanoi's Old Quarter, lead to high overnight storage fees that operators must absorb or pass on. Policy moves such as Hanoi's proposed gasoline-vehicle restrictions from 2030 inject uncertainty about fleet composition planning. While the ITS program promises future relief, near-term congestion forces rental companies to adopt telematics-enabled routing and penalty clauses for late returns. Customer satisfaction suffers when pickups are delayed or parking surcharges appear, nudging price-sensitive users toward alternatives.

Other drivers and restraints analyzed in the detailed report include:

1. Shift Toward App-Based and Online Bookings
2. Government Smart-Mobility Sandbox Projects
3. Sparse EV-Charging Network Outside Tier-1 Cities

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Online channels underpinned 59.88% of the Vietnam car rental market share in 2025, spotlighting the country's rapid pivot to e-commerce. Mobile penetration above 160% enables travelers to secure vehicles minutes before pickup, while integrated e-wallets accelerate checkout. The segment's anticipated 13.12% CAGR reflects convenience and cost efficiency, as digital platforms slash branch overheads and support dynamic pricing algorithms that lift utilization. Offline counters, holding 40.12%, still serve older demographics and corporate bookings requiring bespoke terms. Yet branch-based models face margin compression as foot traffic declines, prompting legacy firms to hybridize with click-and-collect services.

Traditional agencies leverage concierge experiences and personalized itinerary planning to retain loyalty, whereas online newcomers court price-sensitive segments with flash discounts and user-generated reviews. Platform operators invest in encryption and compliance certifications to preserve trust as regulatory frameworks around data privacy and payment security harden. The Vietnam car rental market benefits from this competition as service quality, fleet transparency, and post-trip feedback loops improve.

Short-term rentals controlled 61.10% of the Vietnam car rental market size in 2025, buoyed by tourism rebound and growing corporate travel. Weekend trippers and business visitors embrace day-based contracts that avoid the hassles of ownership, congestion charges, and parking scarcity. Utilization peaks during public holidays such as Tet and Reunification Day, compelling firms to pre-position vehicles at airports and tourist hotspots. The segment's 13.05% CAGR outlook remains tied to Vietnam's projected 6-million-visitor milestone in 2026 and robust domestic vacation culture.

Long-term rentals, with 38.90% share, anchor revenue stability for operators. Corporate clients, expats, and diplomatic missions favor monthly contracts bundled with full-service maintenance, enabling predictable budgeting. IFRS 16 accelerates the shift, pushing fleets toward operational leases. Providers deploy telematics to monitor mileage caps and preventative servicing, safeguarding residual value. As foreign direct investment climbs and manufacturing parks proliferate, long-term rental demand spreads from traditional centers into provinces such as Quang Ninh and Dong Nai, diversifying geographic exposure.

The Report Covers the Car Rental Industry in Vietnam. The Market is Segmented by Booking Type (Online and Offline), Rental Duration (Short-Term and Long-Term), Application Type (Tourism and Leisure, Daily Commuting and Corporate and Expat Mobility), Vehicle Propulsion (Internal Combustion Engine, and More), and by End-User (Individual and Corporate). The Market Forecasts are Provided in Terms of Value (USD).

List of Companies Covered in this Report:

1. Vietnam Sun Corporation (Vinasun)
2. Mai Linh Group
3. Green & Smart Mobility JSC (GSM)
4. Grab Holdings Inc.
5. Gojek Vietnam
6. Avis Budget Group
7. Enterprise Holdings
8. Hertz Corporation
9. Sixt SE
10. Saigon Car Rental Co. Ltd.
11. Thuexe.vn

Additional Benefits:

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

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Tourism Rebound Drives Leisure Rentals
  • 4.2.2 Rising Disposable Incomes Among Middle Class
  • 4.2.3 Shift Toward App-Based and Online Bookings
  • 4.2.4 Electrification Push Via Green-and-Smart Mobility (GSM)
  • 4.2.5 Corporate Fleet Outsourcing Post-IFRS 16
  • 4.2.6 Government Smart-Mobility Sandbox Projects
• 4.3 Market Restraints
  • 4.3.1 Dominance of Low-Cost Ride-Hailing and Motorbikes
  • 4.3.2 High Vehicle Import Tariffs and Registration Fees
  • 4.3.3 Urban Congestion and Limited Parking in Major Cities
  • 4.3.4 Sparse EV-Charging Network Outside Tier-1 Cities
• 4.4 Value / Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces
  • 4.7.1 Threat of New Entrants
  • 4.7.2 Bargaining Power of Buyers/Consumers
  • 4.7.3 Bargaining Power of Suppliers
  • 4.7.4 Threat of Substitute Products
  • 4.7.5 Intensity of Competitive Rivalry

5 Market Size and Growth Forecasts

• 5.1 By Booking Type
  • 5.1.1 Online
  • 5.1.2 Offline
• 5.2 By Rental Duration
  • 5.2.1 Short-term (Less than 30 days)
  • 5.2.2 Long-term (Above 30 days)
• 5.3 By Application Type
  • 5.3.1 Tourism and Leisure
  • 5.3.2 Daily Commuting
  • 5.3.3 Corporate and Expat Mobility
• 5.4 By Vehicle Propulsion
  • 5.4.1 Internal-Combustion Engine (ICE)
  • 5.4.2 Battery-Electric Vehicle (BEV)
  • 5.4.3 Hybrid Electric Vehicle (HEV/PHEV)
• 5.5 By End-user
  • 5.5.1 Individual
  • 5.5.2 Corporate

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (Includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products & Services, and Recent Developments)
  • 6.4.1 Vietnam Sun Corporation (Vinasun)
  • 6.4.2 Mai Linh Group
  • 6.4.3 Green & Smart Mobility JSC (GSM)
  • 6.4.4 Grab Holdings Inc.
  • 6.4.5 Gojek Vietnam
  • 6.4.6 Avis Budget Group
  • 6.4.7 Enterprise Holdings
  • 6.4.8 Hertz Corporation
  • 6.4.9 Sixt SE
  • 6.4.10 Saigon Car Rental Co. Ltd.
  • 6.4.11 Thuexe.vn

7 Market Opportunities & Future Outlook