2023中国新租赁行业白皮书

Investment Rating - The report does not explicitly state an investment rating for the new leasing industry. Core Insights - The new leasing economy represents a shift in consumer behavior, emphasizing experience and flexibility over ownership, driven by the millennial generation's preferences [3][14][90] - The establishment of a reliable credit system is crucial for the new leasing industry, enabling a no-deposit rental model that reduces barriers for consumers [4][38][61] - The new leasing market is currently in a blue ocean phase, with significant growth potential expected, particularly with a projected compound annual growth rate (CAGR) of 80.3% from 2024 to 2028 [6][45][47] Summary by Sections Overview of the New Leasing Industry - The new leasing economy is characterized by a digital, no-deposit rental model that leverages technology to facilitate transactions [16][19] - The industry is witnessing a transformation in consumer attitudes, with a focus on sustainability and shared consumption [3][14] Current Status of the New Leasing Industry - The market is experiencing rapid growth, with a market size of 15.27 billion yuan in 2023, expected to expand significantly in the coming years [6][47] - The consumer base is predominantly young, with a strong inclination towards environmentally friendly and flexible consumption options [32][39] Market Drivers - The establishment of a credit system has enabled a no-deposit rental model, enhancing user participation and reducing financial burdens [4][38] - Young consumers are driving the growth of the no-deposit rental industry, valuing convenience and efficiency in their rental experiences [39][40] Market Size and Forecast - The new leasing market is projected to grow at a CAGR of 80.3% from 2024 to 2028, indicating a robust expansion trajectory [6][47] - The market is expected to diversify, with both B2C and B2B segments contributing to growth, particularly in areas like office equipment and live streaming services [48][49] Competitive Landscape - The competitive landscape is characterized by a few leading players, such as "人人租," which dominate the market due to their strong brand presence and service quality [87][88] - The market is also seeing a significant number of smaller players, contributing to a dynamic and vibrant industry environment [87][88] Future Trends - The new leasing industry is anticipated to continue expanding into various application scenarios, including travel, home living, and live streaming, reflecting the flexibility and adaptability of the leasing model [95][96] - The need for standardized industry practices is becoming increasingly important to ensure transparency and trust within the market [99][100]