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市场调查报告书
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1797941

全球订阅电动车市场：未来预测（至 2032 年）—按车辆类型、动力传动系统、服务供应商、订阅期限、最终用户和地区进行分析

Subscription EV Market Forecasts to 2032 - Global Analysis By Vehicle Type, Drive Type (Battery Electric Vehicles, Plug-in Hybrid Electric Vehicles and Hybrid Electric Vehicles ), Service Provider, Subscription Duration, End User and By Geography
出版日期: | 出版商: Stratistics Market Research Consulting | 英文 200+ Pages | 商品交期: 2-3个工作天内

价格

根据 Stratistics MRC 的数据，全球订阅电动车市场预计在 2025 年达到 28 亿美元，到 2032 年将达到 152 亿美元，预测期内的复合年增长率为 27.4%。

订阅式电动车是一种灵活的汽车拥有模式，消费者透过每月定期支付包含保险、维护、登记和充电等福利的固定费用来使用电动车 (EV)。这种模式消除了购买或租赁的长期承诺，并满足了消费者对便利性和成本可预测性不断变化的偏好。受电动车普及率上升、永续性目标以及对灵活、全面的出行解决方案的需求推动，订阅式电动车服务在都市区用户、企业和车队中越来越受欢迎。

电动车普及率的提高和政府奖励

政府的奖励，例如补贴、税收减免和退税，使电动车更加经济实惠，对消费者更具吸引力，从而降低了拥有电动车的财务障碍。扩大充电基础设施网路可以消除里程焦虑，进而增强消费者信心。这些政策措施创造了良好的生态系统，鼓励消费者考虑电动车订阅模式，将其作为传统汽车所有权的灵活替代方案。此外，消费者环保意识的不断增强与永续旅行解决方案相契合，为各个细分市场的电动车订阅服务创造了强劲的需求动能。

电动车库存有限和供应链问题

充电和维护通讯协定缺乏标准化，增加了营运成本，并使供应商的服务交付变得复杂。电池劣化会影响车辆性能和续航里程，这给必须管理客户对电池容量劣化预期的订阅服务带来了独特的挑战。缺乏明确的行业标准导致服务提供者和用户之间产生混淆，不同司法管辖区的监管合规差异也使市场运作变得复杂。这些限制限制了订阅服务供应商有效扩展车队规模和维持其产品系列服务品质一致性的能力。

与充电和能源即服务的整合

与可再生能源供应商建立策略伙伴关係，不仅可以提供更清洁的充电选择，还能降低订阅服务的营运成本。创新融资模式和富有创意的租赁协议的开发，使电动车订阅服务更容易被不同的消费群体所接受。采用数据分析进行预测性维护和市场洞察，使供应商能够预测客户需求并优化车辆利用率，从而创造竞争优势。此外，进军电动车潜力尚未开发的新兴市场，可以开闢新的收益来源；智慧城市计画则为将车辆接入与综合能源服务相结合的综合出行解决方案创造了有利环境。

供应商营运成本高昂

与车辆维护、保险和车辆更换週期相关的高成本给服务提供者带来了沉重的财务负担。由于电动车电池价格昂贵且会随着时间的推移而逐渐退化，电池更换和管理成本尤其令人头痛。这些营运压力限制了供应商实现永续盈利的能力，同时又难以维持具竞争力的定价结构，以吸引消费者选择订阅模式而非传统的所有权模式。

COVID-19的影响：

新冠疫情加速了电动车订阅模式的普及，消费者偏好转向无需长期合约的弹性出行解决方案。电子商务和「最后一哩路」配送服务需求的不断增长，推动了商用电动车订阅量的成长，尤其是用于配送的两轮车和三轮车。然而，疫情扰乱了供应链和製造业务，造成库存短缺，并限制了服务可用性。儘管初期遭遇挫折，但电动车市场展现出韧性并快速復苏，随着消费者寻求符合社交距离要求、减少对共用公共交通系统依赖的非接触式、卫生的交通途径替代方案，订阅模式越来越受欢迎。

预计乘用车市场将成为预测期内最大的市场

由于消费者对个人出行解决方案的偏好日益增长，预计乘用车细分市场将在预测期内占据最大市场占有率。该细分市场的成长归因于都市区消费者希望在无需大量前期投资或长期拥有承诺的情况下获得最新的汽车技术。此外，千禧世代和Z世代正在摆脱传统的汽车拥有模式，转而青睐灵活且便利的订阅服务。此外，将保险、维护和其他服务捆绑到月付中，简化了用户体验，并消除了与汽车拥有相关的复杂性，因此对寻求无忧交通途径的都市区专业人士具有吸引力。

预计在预测期内，电池电动车 (BEV) 领域将以最高的复合年增长率成长。

由于消费者对个人出行解决方案的偏好日益增长，预计乘用车细分市场将在预测期内占据最大市场占有率。该细分市场的成长归因于都市区消费者希望在无需大量前期投资或长期拥有承诺的情况下获得最新的汽车技术。此外，千禧世代和Z世代正在摆脱传统的汽车拥有模式，转而青睐灵活且便利的订阅服务。此外，将保险、维护和其他服务捆绑到月付中，简化了用户体验，并消除了与汽车拥有相关的复杂性，因此对寻求无忧交通途径的都市区专业人士具有吸引力。

占比最大的地区：

随着消费者越来越多地采用订阅服务，预计欧洲将在预测期内占据最大的市场占有率。该地区先进的汽车市场、精通技术的人口以及政府对电动车的大力支持，正在推动对订阅模式的巨大需求。此外，德国、英国和法国等国家凭藉先进的基础设施和有利的法规环境，引领订阅模式的采用，这些环境支援灵活的出行解决方案。电动车订阅尤其受到青睐，欧洲电动车订阅量已超过20万辆，反映出人们日益增强的环保意识和扶持政策。

复合年增长率最高的地区：

随着消费者越来越多地采用订阅服务，预计欧洲将在预测期内占据最大的市场占有率。该地区先进的汽车市场、精通技术的人口以及政府对电动车的大力支持，极大地推动了订阅模式的需求。此外，德国、英国和法国等国家凭藉先进的基础设施和有利的法规环境，引领订阅模式的采用，这些环境支援灵活的出行解决方案。电动车订阅尤其受欢迎，欧洲各地的电动车订阅量已超过20万辆，反映出人们日益增强的环保意识和扶持政策。

驱动系统：

  • 纯电动车（BEV）
  • 插电式混合动力汽车（PHEV）
  • 混合动力汽车（HEV）

免费客製化服务

此报告的订阅者可以从以下免费自订选项中选择一项：

  • 公司简介
    • 对最多三家其他公司进行全面分析
    • 主要企业的SWOT分析（最多3家公司）
  • 区域分类
    • 根据客户兴趣对主要国家进行的市场估计、预测和复合年增长率（註：基于可行性检查）
  • 竞争基准化分析
    • 根据产品系列、地理分布和策略联盟对主要企业基准化分析

目录

第一章执行摘要

第 2 章 简介

  • 概述
  • 相关利益者
  • 分析范围
  • 分析方法
    • 资料探勘
    • 数据分析
    • 数据检验
    • 分析方法
  • 分析材料
    • 主要研究资料
    • 二手研究资讯来源
    • 先决条件

第三章市场走势分析

  • 驱动程式
  • 抑制因素
  • 市场机会
  • 威胁
  • 最终用户分析
  • 新兴市场
  • COVID-19的感染疾病

第四章 波特五力分析

  • 供应商的议价能力
  • 买方议价能力
  • 替代产品的威胁
  • 新参与企业的威胁
  • 企业之间的竞争

第五章 全球订阅电动车市场（按车型）

  • 搭乘用车
  • 商用车

第六章 全球订阅电动车市场（按驱动系统）

  • 纯电动车（BEV）
  • 插电式混合动力汽车（PHEV）
  • 混合动力汽车（HEV）

7. 全球电动车订阅市场（依服务供应商划分）

  • OEM（目的地设备製造商）
  • 第三方提供者
  • 出行即服务(MaaS) 供应商

8. 全球电动车订阅市场（依订阅期限划分）

  • 短期（1-6个月）
  • 中期（6-12个月）
  • 长期（12个月或以上）

9. 全球电动车订阅市场（依最终用户划分）

  • 个人
  • 公司车辆
  • 汽车租赁公司
  • 政府/公共部门

第 10 章：全球订阅电动车市场（按地区）

  • 北美洲
    • 美国
    • 加拿大
    • 墨西哥
  • 欧洲
    • 德国
    • 英国
    • 义大利
    • 法国
    • 西班牙
    • 其他欧洲国家
  • 亚太地区
    • 日本
    • 中国
    • 印度
    • 澳洲
    • 纽西兰
    • 韩国
    • 其他亚太地区
  • 南美洲
    • 阿根廷
    • 巴西
    • 智利
    • 南美洲其他地区
  • 中东和非洲
    • 沙乌地阿拉伯
    • 阿拉伯聯合大公国
    • 卡达
    • 南非
    • 其他中东和非洲地区

第十一章：主要趋势

  • 合约、商业伙伴关係和合资企业
  • 企业合併与收购（M&A）
  • 新产品发布
  • 业务扩展
  • 其他关键策略

第十二章 公司概况

  • Ayvens
  • Hyundai
  • Mercedes-Benz
  • Volvo
  • BMW
  • Volkswagen
  • General Motors
  • Tesla
  • Nio
  • Stellantis
  • Orix
  • Autonomy
  • Hertz
  • Sixt+
  • MoEVing
Product Code: SMRC30311

According to Stratistics MRC, the Global Subscription EV Market is accounted for $2.8 billion in 2025 and is expected to reach $15.2 billion by 2032 growing at a CAGR of 27.4% during the forecast period. Subscription EV refers to a flexible vehicle ownership model where consumers access electric vehicles (EVs) through a recurring monthly fee, typically inclusive of insurance, maintenance, registration, and charging benefits. This model eliminates the long-term commitment of buying or leasing, catering to evolving consumer preferences for convenience and cost predictability. Subscription EV services are gaining traction among urban users, businesses, and fleets, driven by rising EV adoption, sustainability goals, and the demand for adaptable, all-inclusive mobility solutions.

Market Dynamics:

Driver:

Rising EV adoption & government incentives

Government incentives such as subsidies, tax benefits, and rebates make electric vehicles more affordable and attractive to consumers, thereby reducing the financial barriers associated with EV ownership. The expansion of charging infrastructure networks enhances consumer confidence by addressing range anxiety concerns. These policy measures create a favorable ecosystem that encourages consumers to explore EV subscription models as a flexible alternative to traditional ownership. Additionally, rising environmental consciousness among consumers aligns with sustainable mobility solutions, creating strong demand momentum for subscription-based electric vehicle services across various market segments.

Restraint:

Limited EV inventory & supply chain issues

Insufficient standardization in charging and maintenance protocols increases operational costs and complicates service delivery for providers. Battery degradation over time affects vehicle performance and range, creating unique challenges for subscription services that must manage customer expectations regarding deteriorating battery capacity. The lack of clear industry standards causes confusion among service providers and subscribers alike, while regulatory compliance variations across different jurisdictions add complexity to market operations. These constraints limit the ability of subscription providers to scale their fleets effectively and maintain consistent service quality across their offerings.

Opportunity:

Integration with charging & energy-as-a-service

Strategic partnerships with renewable energy providers enable cleaner charging options while reducing operational costs for subscription services. The development of innovative financing models and creative leasing arrangements makes EV subscriptions more accessible to diverse consumer segments. Data analytics implementation for predictive maintenance and market insights provides competitive advantages by enabling providers to anticipate customer needs and optimize vehicle utilization. Additionally, expansion into emerging markets with untapped EV potential opens new revenue streams, while smart city initiatives create supportive environments for integrated mobility solutions that combine vehicle access with comprehensive energy services.

Threat:

High operating costs for providers

The high costs associated with fleet maintenance, insurance coverage, and vehicle replacement cycles create substantial financial burdens for service providers. Battery replacement and management costs represent particular challenges given the expensive nature of EV batteries and their gradual performance degradation over time. These operational pressures limit the ability of providers to achieve sustainable profitability while maintaining competitive pricing structures that attract consumers to subscription models over traditional ownership alternatives.

Covid-19 Impact:

The Covid-19 pandemic accelerated adoption of subscription EV models by shifting consumer preferences toward flexible mobility solutions without long-term commitments. Increased demand for e-commerce and last-mile delivery services drove growth in commercial EV subscriptions, particularly for two-wheelers and three-wheelers in delivery applications. However, the pandemic also disrupted supply chains and manufacturing operations, creating inventory shortages that limited service availability. Despite initial setbacks, the EV market demonstrated resilience and rapid recovery, with subscription models gaining traction as consumers sought contactless, hygienic transportation alternatives that aligned with social distancing requirements and reduced reliance on shared public transportation systems.

The passenger vehicles segment is expected to be the largest during the forecast period

The passenger vehicles segment is expected to account for the largest market share during the forecast period, driven by increasing consumer preference for personal mobility solutions. This segment's growth stems from urban consumers' desire to access the latest automotive technology without substantial upfront investments or long-term ownership commitments. Furthermore, millennials and Gen Z demographics are moving away from traditional car ownership models, embracing subscription services that offer flexibility and convenience. Additionally, the bundling of insurance, maintenance, and other services into monthly payments simplifies the user experience and eliminates the complexities associated with vehicle ownership, making it attractive to urban professionals seeking hassle-free transportation solutions.

The battery electric vehicles (BEVs) segment is expected to have the highest CAGR during the forecast period

The passenger vehicles segment is expected to account for the largest market share during the forecast period, driven by increasing consumer preference for personal mobility solutions. This segment's growth stems from urban consumers' desire to access the latest automotive technology without substantial upfront investments or long-term ownership commitments. Furthermore, millennials and Gen Z demographics are moving away from traditional car ownership models, embracing subscription services that offer flexibility and convenience. Additionally, the bundling of insurance, maintenance, and other services into monthly payments simplifies the user experience and eliminates the complexities associated with vehicle ownership, making it attractive to urban professionals seeking hassle-free transportation solutions.

Region with largest share:

During the forecast period, the Europe region is expected to hold the largest market share as consumers increasingly adopt subscription services. The region's advanced automotive markets, tech-savvy populations, and strong governmental support for electromobility drive substantial demand for subscription models. Furthermore, countries like Germany, the United Kingdom, and France lead adoption with sophisticated infrastructure and favorable regulatory environments that support flexible mobility solutions. Electric vehicle subscriptions have gained particular traction, with over 200,000 EVs under subscription across Europe, reflecting growing environmental consciousness and supportive policies.

Region with highest CAGR:

During the forecast period, the Europe region is expected to hold the largest market share as consumers increasingly adopt subscription services. The region's advanced automotive markets, tech-savvy populations, and strong governmental support for electromobility drive substantial demand for subscription models. Furthermore, countries like Germany, the United Kingdom, and France lead adoption with sophisticated infrastructure and favorable regulatory environments that support flexible mobility solutions. Electric vehicle subscriptions have gained particular traction, with over 200,000 EVs under subscription across Europe, reflecting growing environmental consciousness and supportive policies.

Key players in the market

Some of the key players in Subscription EV Market include Ayvens, Hyundai, Mercedes-Benz, Volvo, BMW, Volkswagen, General Motors, Tesla, Nio, Stellantis, ORIX, Autonomy, Hertz, Sixt+, and MoEVing.

Key Developments:

In May 2025, Stellantis signed a framework agreement with car subscription platform FINN for 2025, including an initial order for 5,300 vehicles across several Stellantis brands. The partnership offers vehicles in various powertrains including fully electric versions, with new models like the Opel Grandland and fully electric Opel Frontera available through subscription from market launch.

In April 2025, Ayvens extended its partnership with BYD to provide full-service leasing services for electric vehicles in Greece, Hungary, Portugal, Finland, Ireland, Romania, and Sweden. The partnership brings the total number of participating European countries to eleven.

In February 2024, Ayvens signed a MoU with BYD to support the distribution of electric passenger cars and light commercial vehicles in Europe, positioning it as a major player in electric vehicle mobility and fleet management.

Vehicle Types Covered:

  • Passenger Vehicles
  • Commercial Vehicles

Drive Types:

  • Battery Electric Vehicles (BEVs)
  • Plug-in Hybrid Electric Vehicles (PHEVs)
  • Hybrid Electric Vehicles (HEVs)

Service Providers Covered:

  • OEMs (Original Equipment Manufacturers)
  • Third-Party Providers
  • Mobility as a Service (MaaS) Providers

Subscription Durations Covered:

  • Short-Term (1-6 Months)
  • Mid-Term (6-12 Months)
  • Long-Term (>12 Months)

End Users Covered:

  • Individuals
  • Corporate Fleets
  • Car Rental Companies
  • Government/Public Sector

Regions Covered:

  • North America
    • US
    • Canada
    • Mexico
  • Europe
    • Germany
    • UK
    • Italy
    • France
    • Spain
    • Rest of Europe
  • Asia Pacific
    • Japan
    • China
    • India
    • Australia
    • New Zealand
    • South Korea
    • Rest of Asia Pacific
  • South America
    • Argentina
    • Brazil
    • Chile
    • Rest of South America
  • Middle East & Africa
    • Saudi Arabia
    • UAE
    • Qatar
    • South Africa
    • Rest of Middle East & Africa

What our report offers:

  • Market share assessments for the regional and country-level segments
  • Strategic recommendations for the new entrants
  • Covers Market data for the years 2024, 2025, 2026, 2028, and 2032
  • Market Trends (Drivers, Constraints, Opportunities, Threats, Challenges, Investment Opportunities, and recommendations)
  • Strategic recommendations in key business segments based on the market estimations
  • Competitive landscaping mapping the key common trends
  • Company profiling with detailed strategies, financials, and recent developments
  • Supply chain trends mapping the latest technological advancements

Free Customization Offerings:

All the customers of this report will be entitled to receive one of the following free customization options:

  • Company Profiling
    • Comprehensive profiling of additional market players (up to 3)
    • SWOT Analysis of key players (up to 3)
  • Regional Segmentation
    • Market estimations, Forecasts and CAGR of any prominent country as per the client's interest (Note: Depends on feasibility check)
  • Competitive Benchmarking
    • Benchmarking of key players based on product portfolio, geographical presence, and strategic alliances

Table of Contents

1 Executive Summary

2 Preface

  • 2.1 Abstract
  • 2.2 Stake Holders
  • 2.3 Research Scope
  • 2.4 Research Methodology
    • 2.4.1 Data Mining
    • 2.4.2 Data Analysis
    • 2.4.3 Data Validation
    • 2.4.4 Research Approach
  • 2.5 Research Sources
    • 2.5.1 Primary Research Sources
    • 2.5.2 Secondary Research Sources
    • 2.5.3 Assumptions

3 Market Trend Analysis

  • 3.1 Introduction
  • 3.2 Drivers
  • 3.3 Restraints
  • 3.4 Opportunities
  • 3.5 Threats
  • 3.6 End User Analysis
  • 3.7 Emerging Markets
  • 3.8 Impact of Covid-19

4 Porters Five Force Analysis

  • 4.1 Bargaining power of suppliers
  • 4.2 Bargaining power of buyers
  • 4.3 Threat of substitutes
  • 4.4 Threat of new entrants
  • 4.5 Competitive rivalry

5 Global Subscription EV Market, By Vehicle Type

  • 5.1 Introduction
  • 5.2 Passenger Vehicles
  • 5.3 Commercial Vehicles

6 Global Subscription EV Market, By Drive Type

  • 6.1 Introduction
  • 6.2 Battery Electric Vehicles (BEVs)
  • 6.3 Plug-in Hybrid Electric Vehicles (PHEVs)
  • 6.4 Hybrid Electric Vehicles (HEVs)

7 Global Subscription EV Market, By Service Provider

  • 7.1 Introduction
  • 7.2 OEMs (Original Equipment Manufacturers)
  • 7.3 Third-Party Providers
  • 7.4 Mobility as a Service (MaaS) Providers

8 Global Subscription EV Market, By Subscription Duration

  • 8.1 Introduction
  • 8.2 Short-Term (1-6 Months)
  • 8.3 Mid-Term (6-12 Months)
  • 8.4 Long-Term (>12 Months)

9 Global Subscription EV Market, By End User

  • 9.1 Introduction
  • 9.2 Individuals
  • 9.3 Corporate Fleets
  • 9.4 Car Rental Companies
  • 9.5 Government/Public Sector

10 Global Subscription EV Market, By Geography

  • 10.1 Introduction
  • 10.2 North America
    • 10.2.1 US
    • 10.2.2 Canada
    • 10.2.3 Mexico
  • 10.3 Europe
    • 10.3.1 Germany
    • 10.3.2 UK
    • 10.3.3 Italy
    • 10.3.4 France
    • 10.3.5 Spain
    • 10.3.6 Rest of Europe
  • 10.4 Asia Pacific
    • 10.4.1 Japan
    • 10.4.2 China
    • 10.4.3 India
    • 10.4.4 Australia
    • 10.4.5 New Zealand
    • 10.4.6 South Korea
    • 10.4.7 Rest of Asia Pacific
  • 10.5 South America
    • 10.5.1 Argentina
    • 10.5.2 Brazil
    • 10.5.3 Chile
    • 10.5.4 Rest of South America
  • 10.6 Middle East & Africa
    • 10.6.1 Saudi Arabia
    • 10.6.2 UAE
    • 10.6.3 Qatar
    • 10.6.4 South Africa
    • 10.6.5 Rest of Middle East & Africa

11 Key Developments

  • 11.1 Agreements, Partnerships, Collaborations and Joint Ventures
  • 11.2 Acquisitions & Mergers
  • 11.3 New Product Launch
  • 11.4 Expansions
  • 11.5 Other Key Strategies

12 Company Profiling

  • 12.1 Ayvens
  • 12.2 Hyundai
  • 12.3 Mercedes-Benz
  • 12.4 Volvo
  • 12.5 BMW
  • 12.6 Volkswagen
  • 12.7 General Motors
  • 12.8 Tesla
  • 12.9 Nio
  • 12.10 Stellantis
  • 12.11 Orix
  • 12.12 Autonomy
  • 12.13 Hertz
  • 12.14 Sixt+
  • 12.15 MoEVing

List of Tables

  • Table 1 Global Subscription EV Market Outlook, By Region (2024-2032) ($MN)
  • Table 2 Global Subscription EV Market Outlook, By Vehicle Type (2024-2032) ($MN)
  • Table 3 Global Subscription EV Market Outlook, By Passenger Vehicles (2024-2032) ($MN)
  • Table 4 Global Subscription EV Market Outlook, By Commercial Vehicles (2024-2032) ($MN)
  • Table 5 Global Subscription EV Market Outlook, By Drive Type (2024-2032) ($MN)
  • Table 6 Global Subscription EV Market Outlook, By Battery Electric Vehicles (BEVs) (2024-2032) ($MN)
  • Table 7 Global Subscription EV Market Outlook, By Plug-in Hybrid Electric Vehicles (PHEVs) (2024-2032) ($MN)
  • Table 8 Global Subscription EV Market Outlook, By Hybrid Electric Vehicles (HEVs) (2024-2032) ($MN)
  • Table 9 Global Subscription EV Market Outlook, By Service Provider (2024-2032) ($MN)
  • Table 10 Global Subscription EV Market Outlook, By OEMs (Original Equipment Manufacturers) (2024-2032) ($MN)
  • Table 11 Global Subscription EV Market Outlook, By Third-Party Providers (2024-2032) ($MN)
  • Table 12 Global Subscription EV Market Outlook, By Mobility as a Service (MaaS) Providers (2024-2032) ($MN)
  • Table 13 Global Subscription EV Market Outlook, By Subscription Duration (2024-2032) ($MN)
  • Table 14 Global Subscription EV Market Outlook, By Short-Term (1-6 Months) (2024-2032) ($MN)
  • Table 15 Global Subscription EV Market Outlook, By Mid-Term (6-12 Months) (2024-2032) ($MN)
  • Table 16 Global Subscription EV Market Outlook, By Long-Term (>12 Months) (2024-2032) ($MN)
  • Table 17 Global Subscription EV Market Outlook, By End User (2024-2032) ($MN)
  • Table 18 Global Subscription EV Market Outlook, By Individuals (2024-2032) ($MN)
  • Table 19 Global Subscription EV Market Outlook, By Corporate Fleets (2024-2032) ($MN)
  • Table 20 Global Subscription EV Market Outlook, By Car Rental Companies (2024-2032) ($MN)
  • Table 21 Global Subscription EV Market Outlook, By Government/Public Sector (2024-2032) ($MN)

Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.