2020年共享汽车发展趋势研究报告.docxVIP

CONTENTS 01 02 03 04 05 01 01 ? ? 39,389 9.6%  2.07 2 2,572.1 7.5% 2,576.9 8.2% 4.2 5.4 90% 80% 70% 60% 50% 40% 30% 20% 10% 0%  81.2% 62.7% 2018 2019 2020 59.3% 56.8% 54.2% 1 2 3 4 5 6 7 8 9 10 11 12 2019 9.6% ? 3,000 2,500 2,000 1,500  30.3% 21.7%  21.7%  52.9%  33.2%  15.7% 9.9%  15.3% 60% 50% 40% 30% 20% 1,000 500 7.3% 5.2% 7.1% 7.3%  -4.1%1.4% -4.1%  -9.6% 10% 0% -10% 0 2005  2007  2009  2011  2013  2015  2017  2019 -20% 4 ? ? 236.5 176.7 2019 2020 255.8  205.2  210.2  199.5 143.6 2019 2020 209.0  166.0 158.7 141.0 28.5 142.2 114.0 19.5 104.9 1 2 3 4 1 2 3 4 236.7 192.7 2019 2020 252.0  198.0  207.0  202.1 160.7 1 2019 2020 201.9  157.5153.6 148.2 31.0 143.0 122.0 22.4 104.3 1 2 3 4 1 2 3 4 4S 4S ? ? /? / ? ? ? ? ? ? ? ? ? ? 20202 2020 2 24 2020 3 13 23 2020 4 23 2020 4 29 2020 4 8 ? ? 900 837 600 600 591 589 300 178 174 173 0 8080 90 80 9080 90 ? ? 2018 2019 35%30%30.8% 30.1%25%20%15%10% 35% 30% 30.8% 30.1% 25% 20% 15% 10% 5% 0% 24.5% 25.8% 19.1% 14.8% 20.8% 18.9% 10.4% 4.8% 18-23 24-30 31-40 41-49 50+ … 2019 90 ?? ? 2017 4 6 2015 10 -2017 2018 1 1 10% 2017 12 26 2018 4 17 5 2016 12 23 2016 12 23 , 2020 7 1 2020 PN a 4 2019 29 GDP ? ? xx 10000  14.2% 12.7% GDP GDP  15% 100 80 60 40 20 0 11.4% 9.7% 10.6% 9.6%9.4% 9.6% 7.9% 7.8% 7.4% 7.0% 6.8% 6.9% 6.7% 6.1%  10% 5% 0% 2005 2007 2009 2011 2013 2015 2017 2019 (%)(%)(%) (%) (%) 80 60 40 20 0 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 ? ? 80% 75.0% 70%60%49.0% 70% 60%49.0% 50% 40% 30% 20% 10% 0% 2017/1 2017/7 2018/1 2018/7 2019/1 2019/7 2020/1 2019 62020 3 2019 6 2020 3 4.22 8.97 26 35 80 90 26 35 80 90 (Aurora Mobile, NASDAQ: JG) CNNIC 2019 2019 120 “CASE” ? C C A S E HIS HIS Markit V2X C-V2X 2030 L4/L5 15% L1-L5 5+2” 65%-70% 2020 4 19% ? Accenture Mobility-as-a-Service-Point-of-View-2018 02 02 ? ? ? ? 大规模、大范围远程监测、维护和管理满足用户出行和个性化服务的各种需求反馈汽车运行数据给关联设计生产公司 大规模、大范围远程监测、维护和管理 满足用户出行和个性化服务的各种需求 反馈汽车运行数据给关联设计生产公司 21 21 ? ? 100% 100% 100% 80% 80