年轻人购车占比跌破一成，共享用车加速“接盘”
在价格与使用门槛同步抬升的背景下，年轻消费者正从“买车”转向“用车”。美国18–34岁人群在今年上半年购买新车的比例已降至10%以下，而55岁及以上人群接近50%，并已连续八个季度位居首位。韩国上半年登记数据显示，20—30岁消费者合计仅占约四分之一、创十年新低；其中20代仅购入29,066辆，占同期本地新车总销量的5.7%。日本与美国的持证趋势同样走弱：日本20多岁持证人数较2014年底减少近百万；美国16岁持证率从上世纪90年代约50%降至约25%。
成本压力是主要变量。美国新车平均成交价在2025年5月达到48,699美元，近五分之一的新车买家月供超过1,000美元。持证与使用门槛也在抬升：以德国为例，获取B证通常需要支付2,500—3,500欧元，个别情形更高。叠加城市停车、保险、保养等长期支出，以及学生贷款的还款压力，年轻家庭的“有车成本”被进一步推高。
在“高价+高门槛”的挤压下，按次用车与共享平台加速渗透。韩国SoCar会员规模已超过1,000万；美国点对点平台Turo在2024年底拥有约350万活跃用户、14万车主与34万活跃车辆；日本市场运营商逾30家、共享车辆超过6.5万辆，Times Car车队规模超过5万辆。欧洲市场呈现差异化布局：Share Now、Free2move、Bolt Drive、Getmancar等在各自区域建立供给优势。多家机构预计，全球汽车共享市场2024年约89亿欧元，到2033年有望增至约244亿欧元，年复合增速维持两位数。
共享用车的用户结构也在“破圈”。韩国平台数据显示，40—50岁中年用户占比上升，青睐舒适度更高的车型、更长的租用周期与“轨交枢纽即取即还”等场景化服务。与此同时，围绕跨境购买等特定需求的细分平台出现并引发讨论，显示共享模式的边界仍在拓展。
对整车厂与渠道而言，这一结构性变化意味着入门级与“第二辆车”需求将更多由共享与订阅承接，靠近城际铁路与郊野休闲地的取还车网点成为新增量入口。
With prices and access barriers rising, young consumers are shifting from owning to accessing cars. In H1 2025, Americans aged 18–34 accounted for less than 10% of new-car purchases, while buyers 55+ approached 50% and have led for eight consecutive quarters. South Korea’s data show people in their 20s–30s made up only about one-quarter of registrations—a ten-year low—with those in their 20s buying 29,066 units (5.7%). Japan and the U.S. also report weaker licensing among youth: Japan’s licensed drivers in their 20s have fallen by nearly one million since 2014, while the share of U.S. 16-year-olds holding a license has dropped to roughly 25% from about 50% in the 1990s.
Affordability is the main brake. The U.S. average transaction price reached $48,699 in May 2025, and nearly one in five new-car buyers now face monthly payments above $1,000. Licensing and access add friction: in Germany, a class-B license typically costs €2,500–€3,500, sometimes more. Adding urban parking, insurance and maintenance—often alongside student-loan repayments—pushes total ownership costs beyond many young households’ budgets.
As high prices and barriers bite, pay-per-use and car-sharing are scaling. South Korea’s SoCar reports more than 10 million members; U.S. peer-to-peer platform Turo ended 2024 with roughly 3.5 million active guests, 140,000 hosts and 340,000 vehicles; Japan counts 30+ operators and more than 65,000 shared cars, with Times Car exceeding 50,000 vehicles. Europe shows a diversified map with Share Now, Free2move, Bolt Drive and Getmancar. Industry estimates suggest the global car-sharing market stood near €8.9 billion in 2024 and could reach about €24.4 billion by 2033 on double-digit CAGR.
The user base is also broadening. Korean platforms report rising adoption among consumers in their 40s–50s, with preferences for longer rentals, higher-comfort trims and rail-station pick-ups. New niche services—including cross-border errand models—signal that car-sharing’s use-cases are extending beyond classic leisure and commuting.For OEMs and channels, entry-level and “second-car” demand is migrating to sharing and subscriptions, while rail-adjacent and leisure-destination pick-up hubs emerge as growth nodes.