2025 年第一季度越南网约车市场：Xanh-SM 领跑市场

越南网约车市场 2025年第一季度：Xanh-SM 领跑市场

275 月2025

B&Company

信息技术与技术 / 物流与运输

B&Company是自2008年以来第一家专注于越南市场研究和投资咨询的日本公司。.

在本“越南简报”栏目中，B&Company 的青年研究人员将及时提供有关越南工业趋势、消费趋势和社会运动的信息。.

本文使用英语撰写，其它语言版本使用自动翻译。请参考英文版以获得准确内容。尽管我们努力确保原始信息的准确性，但请分别检查每条信息。对信息的解释与未来展望是每位研究者的个人观点。.

越南网约车市场是东南亚增长最快的市场之一，受城市化、数字化转型以及配送应用生态系统推动。随着 Xanh SM 在全国范围内扩张，市场正呈现出白热化竞争态势。.

越南网约车市场概览

In 2024, Vietnam’s ride-hailing market was valued at 1.7 billion USD, with a CAGR of 8% from 2017 to 2024. Despite a significant decline in 2020 due to the impact of COVID-19 when the market value dropped to just 0.8 billion USD, the sector has shown strong signs of recovery, maintaining a steady CAGR of 7% and is projected to reach 2.5 billion USD by 2029.

Total revenue of Ride-hailing Market in Vietnam from 2017 to 2029

单位：亿美元
Total revenue of Ride-hailing Market in Vietnam from 2017 to 2029

来源： 统计局

The adoption of ride-hailing services has also been growing steadily, from 22.8 million to 28.1 million users between 2017 and 2024. Following the trend, Vietnam’s ride-hailing market is forecasted to reach 37 million users in 2029, corresponding with a penetration rate of 36%. Key urban cities such as Ho Chi Minh City and Hanoi witness the most activities of the industry and ride-hailing services have become an integral part of everyday activities.

市场主要参与者

According to a report by international market research firm Mordor Intelligence on Vietnam’s ride-hailing services in Q1 2025, Xanh SM is leading in both the traditional taxi and app-based ride-hailing markets, capturing 40% of the market share and generating 400 million USD in revenue. Grab follows closely with a 36% share, while Be ranks third with just 6%[1].

Market share of ride-hailing services in Vietnam in Q1 2025

单位：百分比

来源： Modor Intelligence

Technology-based ride-hailing services dominate the market, accounting for 82% of total market share[2]. This strong preference is largely driven by the simplicity and convenience of booking compared to the traditional type. Firstly, as of early 2025, Vietnam had around 80 million internet users, with an online penetration rate of 80%. Combined with the country’s 4G coverage reaching an impressive 99.8%, customers can easily book rides via mobile apps without the hassle of locating a traditional taxi[3]. 。其次，越南公共交通系统仍不够完善，难以满足日益增长的城市出行需求。这一缺口使网约车服务因其可获得性和响应速度而成为极具吸引力的选择[4]. Lastly, technology-based ride services are often more affordable and supported by frequent and generous promotions. Discounts can reach up to 80%, especially for bike-hailing services, while traditional options tend to be priced at the discretion of individual drivers.

2025年5月越南部分网约车品牌的乘车费用[5]

车辆	服务	最低起步价前2公里（单位：越南盾）	每公里收费（单位：越南盾/公里）
两轮车	Xanh SM bike	13,200	4,200
	Grab bike	13,500	4,300
	Be bike	12,787	4,328
四轮车	Xanh SM car	30,500	11,900 – 14,700
	Grab car	29,000	10,00
	Be car	30,520	10,337 – 11,332
	Mai Linh	27,500	10,300 – 13,900

资料来源：B&Company Synthesis

市场投资者的前景与挑战

总体而言，网约车市场预计将在未来几年继续保持上升态势，并最终在2029年达到25亿美元。基于技术的网约车服务正日益普及，尤其是随着企业推出面向广泛客户群体的多样化促销活动。这些举措使网约车相较于使用私家车更具价格优势[6].

– Xanh SM 推出了会员奖励计划，为高频用户提供车费折扣[7].

– Be is targeting students by offering up to 25% off rides that start or end at schools and universities in Hanoi[8].

– Grab has introduced a budget-friendly GrabBike package, Grab Economy, providing up to 20% off rides in select cities including Hanoi, Ho Chi Minh City, Da Nang, and others[9].

此外，MoMo、ZaloPay 和 VNPay 等深受年轻消费者欢迎的移动钱包已与网约车平台合作，提供无缝、无现金支付服务。包裹和外卖配送等其他服务也日益普及，推动形成一个整合生态系统，以契合越南快节奏的城市生活方式，并提升消费者参与度[10].

然而，网约车市场正日益集中，并由 Xanh SM 和 Grab 等头部品牌主导。这一趋势使得其他品牌进入市场后难以竞争。此外，Xanh SM 通过与两家大型竞争对手 Be 签署合作伙伴关系，进一步扩大其市场存在[11] 以及 Mai Linh[12], ，以及最新加入的 Taxi G7[13].