ベトナムの電動バイクの市場概要

ベトナムでは、従来のガソリン駆動バイクから電動バイクへの大きな転換が進んでいます。ベトナムの電動バイク市場は、大幅な成長が見込まれています。商工省の報告によると、2024年までに流通する電動自転車と電動バイクの台数は300万台を超えます。これにより、ベトナムはASEAN地域で最大の電動バイク市場となり、世界でも中国に次いで2番目に大きな市場となりました。

The growth of this market is attributed to opportunities derived from the government’s encouragement and the context of Green Consumption and Transition in Vietnam. To begin with, this market is supported by a combination of favorable government policies, such as tax incentives and subsidies (E.g. Registration fee for electric cars powered by batteries at 0% for 3 years; special consumption tax on electric cars to only 1%-3%, etc.) and ongoing infrastructure improvements, particularly in the development of charging networks. Secondly, the growing popularity of “Green Consumption” which has led consumers to prioritize eco-friendly products and services, fuels the demand for electric motorbikes. Thirdly, the use of electric motorbikes will significantly contribute to achieving “Green Transition goals”, with an emphasis on reducing carbon emissions and promoting clean energy.

“Xanh SM” is one of the outstanding examples reflecting the aforementioned factors that shape the development of the electric motorbike market. It is an electric vehicle rental and booking service operated by Green and Smart Mobility Joint Stock Company (GSM). These services aim to popularize the habit of using electric vehicles to each citizen, thereby raising public awareness of the convenience, intelligence and sustainability of green vehicles.

Xanh SM. 出典: GSMウェブサイト

いくつか前向きなハイライトがある一方で、課題も残っています。電動バイクは従来のガソリン駆動バイクに比べて初期費用が高くなることが多く、特に低所得層の消費者にとっては障壁となる可能性があります。また、環境意識が高まっているにもかかわらず、一部の消費者は依然として電動バイクの利点を認識していない可能性があり、普及を促進するには継続的な教育とマーケティング活動が必要です。さらに、ベトナムの確立されたガソリン駆動バイク市場は、市場シェアを競い合い、消費者の習慣を変えようと努力する電動バイクメーカーにプレッシャーをかける可能性があります。

主要人物

Vietnam’s electric motorbike market is characterized by a mix of established companies and emerging startups. In which, VinFast, a subsidiary of the Vietnamese conglomerate Vingroup, has emerged as a leader in the domestic market, investing heavily in the development and manufacturing of electric motorbikes. Other notable players, such as Dat Bike, Pega, and Yadea, offer unique features and designs catering to different customer segments, contributing to the market’s diversity and competitiveness.

Vinfast と Yadea の製品。出典: Vinfastのウェブサイト そして ヤディアのウェブサイト

日本の投資と協力

Japanese investment and collaboration play a crucial role in driving the green transition in Vietnam’s electric motorbike market. Several prominent Japanese firms have established a strong presence in Vietnam, partnering with local companies to develop and manufacture electric motorbikes. For instance, Honda, a global leader in the automotive and motorcycle industry, has been actively investing in Vietnam’s electric motorbike market, collaborating with Vietnamese partners to develop new models and expand its charging infrastructure network. Yamaha has also been collaborating with VinFast to develop and manufacture high-quality, affordable electric motorbikes, leveraging Yamaha’s technological expertise and VinFast’s local market knowledge. In addition to the private sector, The Japanese government has also provided support through initiatives like the “日本ベトナム環境改善プロジェクト,” aimed at promoting sustainable transportation and reducing greenhouse gas emissions in Vietnam, further cementing the importance of Japanese involvement in the market’s growth.

The Future of Vietnam’s Electric Motorbike Market

Despite these challenges, the outlook for Vietnam’s electric motorbike market remains positive. As the country continues to embrace sustainable transportation and work towards its green transition goals, the electric motorbike market is poised to play a crucial role in shaping Vietnam’s transportation landscape in the years to come. According to the Program for green energy transition and reduction of carbon and methane emissions in the transportation sector (Decision No. 876/QĐ-TTg), by 2050, 100% of road motor vehicles, construction vehicles, and machinery will transition to using electricity and green energy. In public transport, from 2030, at least 50% of vehicles will use electricity and green energy; 100% of newly invested and replaced taxis will use electricity and green energy. By 2050, 100% of buses and taxis will use electricity and green energy.

B&Company, Inc.

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