21世纪,全球市场最显着的发展中,就是快速成长和发展的分享经济。如今,普通百姓可以短期租用一切,从奢华手包到高端住宅,从汽车游艇到宠物乐器。BCG研究汽车共享市场的增长潜力,并估计其对新车销量影响。我们发现,尽管汽车共享相对迅速,广泛地展开,但这只对新车销售的影响很小的影响,因为大多数司机不会放弃对汽车完全拥有。

对汽车共享的趋势发展,让汽车厂商考虑重新构思自己的未来。是继续作为制造商和个人拥有的汽车经销商,而OEM厂商也应尝试提供移动服务,并相应制定新的商业模式。在这份报告中,我们研究汽车共享市场的发展和量化转向共享车辆的经济影响。

What’s Ahead for Car Sharing? The New Mobility and Its Impact on Vehicle Sales. One of the most remarkable developments of the 21st century global marketplace is the rapid growth and evolution of the sharing economy. Today, ordinary people can rent, short-term, everything from luxury handbags to high-end homes to powerboats to designer pets to musical instruments. And also cars. BCG has researched the potential growth of the car-sharing market and estimated its impact on new-car sales in 2021. We found that although car sharing will expand relatively quickly and widely, it will have only a minimal effect on new-car sales, both because most drivers will not forgo car ownership entirely and because some share of lost car sales will be partially offset by sales into car-sharing fleets in large urban areas.

The trend toward car sharing should nonetheless make automotive OEMs consider reconceiving their mission, at least in part. While continuing to serve as manufacturers and distributors of personally owned vehicles, OEMs should also experiment with providing mobility services and devise new business models accordingly. Manufacturers can set up units to provide vehicles to consumers on an as-needed basis, substituting a stream of fee income for sales revenues. At the same time, this can give them access to potential customers who might buy a car at some point in the future.

In this report, we examine the development of the car-sharing market and quantify the economic impact of the shift to shared vehicles.

波士顿咨询 BCG:分享经济下汽车租赁,对新车销量影响报告插图
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