波兰共享流动性分析报告-培训课件外文版2024.5

DIGITAL

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TRENDSSharedmobilityinPolandCHAPTER

01OverviewNumberofcitieswithanavailablevehiclerentalserviceinPolandin2022,bytypeofvehicleCitieswithanavailablesharedmobilityserviceinPoland2022,byvehicle8075706050403020100134Electrickick-scootersBikesElectricscooters4Description:Themostcommonvehicle-sharingservicein2022waselectrickickscooter-sharing,availablein75townsandcitiesinPoland.ReadmoreNote(s):Poland;December2022Source(s):StowarzyszenieMobilneMiastoNumberofusersofsharedmobilityinPolandfrom2017to2027(inmillions)NumberofusersofsharedmobilityinPoland2017-202750454035302520151050201720182019202020212022202320242025202620275Description:ThenumberofusersinthesharedmobilitymarketinPolandwasforecasttocontinuouslyincreasebetween2023and2027byintotal1.5millionusers(+3.4percent).Aftertheseventhconsecutiveincreasingyear,theindicatorisestimatedtoreach45.64millionusersandthereforeanewpeakin2027.ReadmoreNote(s):Poland;2017to2027Source(s):MobilityMarketInsightsSharedmobilitymarketinPolandin2022,bynumberandtypeofvehicles(in1,000s)SharedmobilitymarketinPoland2022,byvehiclestypeandnumber403530252015105381.390.170Electrickick-scootersBikesElectricscooters6Description:AttheendofDecember2022,38thousandelectrickick-scootersand1.4thousandbicycleswereavailableinthevehiclerentalserviceinPoland.ReadmoreNote(s):Poland;December2022Source(s):StowarzyszenieMobilneMiastoRevenueofthesharedmobilitymarketinPolandfrom2017to2027(inmillionU.S.dollars)RevenueofthesharedmobilityindustryinPoland2017-202712,00010,0008,0006,0004,0002,0000201720182019202020212022202320242025202620277Description:TherevenueinthesharedmobilitymarketinPolandwasforecasttocontinuouslyincreasebetween2023and2027byintotal429.8millionU.S.dollars(+4.7percent).Accordingtothisforecastin2027,theindicatorwillhaveincreasedfortheseventhconsecutiveyearto9.6billionU.S.dollars.ReadmoreNote(s):Poland;2017to2027Source(s):MobilityMarketInsightsNumberofusersofsharedridesinPolandfrom2017to2027(inmillions)NumberofusersofsharedridesinPoland2017-202714121086420201720182019202020212022202320242025202620278Description:Thenumberofusersinthe'SharedRides'segmentofthesharedmobilitymarketinPolandwasforecasttocontinuouslyincreasebetween2023and2027byintotal0.7millionusers(+6.13percent).Aftertheseventhconsecutiveincreasingyear,theindicatorisestimatedtoreach12.08millionusersandthereforeanewpeakin2027.ReadmoreNote(s):Poland;2017to2027Source(s):MobilityMarketInsightsRevenueofthesharedridesmarketinPolandfrom2017to2027(inmillionU.S.dollars)RevenueofthesharedridesindustryinPoland2017-20271,2001,0008006004002000201720182019202020212022202320242025202620279Description:Therevenueinthe'SharedRides'segmentofthesharedmobilitymarketinPolandwasforecasttocontinuouslyincreasebetween2023and2027byintotal49.8millionU.S.dollars(+4.89percent).Accordingtothisforecastin2027,theindicatorwillhaveincreasedfortheseventhconsecutiveyearto1.1billionU.S.dollars.ReadmoreNote(s):Poland;2017to2027Source(s):MobilityMarketInsightsNumberofusersofsharedvehiclesinPolandfrom2017to2027(inmillions)NumberofusersofsharedvehiclesinPoland2017-2027353025201510502017201820192020202120222023202420252026202710Description:Thenumberofusersinthe'SharedVehicles'segmentofthesharedmobilitymarketinPolandwasforecasttocontinuouslyincreasebetween2023and2027byintotal0.8millionusers(+2.57percent).Afterthesixthconsecutiveincreasingyear,theindicatorisestimatedtoreach31.93millionusersandthereforeanewpeakin2027.ReadmoreNote(s):Poland;2017to2027Source(s):MobilityMarketInsightsRevenueperuserofthesharedmobilitymarketinPolandfrom2017to2027(inU.S.dollars)RevenueperuserofsharedmobilityinPoland2017-20273002502001501005002017201820192020202120222023202420252026202711Description:Theaveragerevenueperuser(ARPU)ofsharedmobilityservicesinPolandwasforecasttocontinuouslyincreasebetween2023and2027byintotal2.8U.S.dollars(+1.35percent).Accordingtothisforecastin2027,theindicatorwillhaveincreasedforthethirdconsecutiveyearto209.79U.S.dollars.ReadmoreNote(s):Poland;2017to2027Source(s):MobilityMarketInsightsCHAPTER

02Car-sharingDistributionofcarsharingserviceprovidersinPolandin2022CarsharingserviceprovidersinPoland20224mobility5.4%Panek48.0%Traficar47.1%13Description:AmongallcarsharingserviceprovidersinPoland,thelargestmarketsharewasheldbyPanekCarSharing,reaching47.4percentofthemarketin2022,closelyfollowedbyTraficar.

ReadmoreNote(s):Poland;2022Source(s):A;HubyMobilności;PANEK;PolskieStowarzyszeniePaliwAlternatywnych;StowarzyszenieMobilneMiastoCarsharinguserprofileinPolandin2022CarsharinguserprofileinPoland2022Column131-50years57%AgeMalegenderAveragemonthlyearningsHighereducationDoesnotownacar4548PLN62%13%14Description:Theaveragecar-sharinguserinPolandin2022hadauniversitydegree.Nearlysixoutof10usersofthisservicearemarried.Only13percentofcustomersdidnotownacar.

ReadmoreNote(s):Poland;2022Source(s):A;HubyMobilności;PANEK;PolskieStowarzyszeniePaliwAlternatywnych;StowarzyszenieMobilneMiastoLargestcarsharingoperatorsinPolandfrom2019to2021,bynumberofcarsLargestcarsharingoperatorsinPoland2019-2021,bycarsnumberNumberofcarsFeb'21

Mar'201,500Dec'1905001,0009682,0002,5002,5003,000PanekTraficar2,0812,0001,2921,363500430InnogyGOMiiMove4Mobility26430034240027226515Description:PanekwasthelargestoperatoronthecarsharingmarketinPolandintheobservedperiodintermsofthenumberofcarsoffered.Traficarfollowed,withthenumberoftwothousandcarsinthecarsharingservice.Bymid-March2021,innogyGO'selectricfleetceasedoperationsinPoland.ThereasonwastheunprofitabilityofthebusinessandtheCOVID-19pandemic,whichcausedadecreasingnumberofpeopletochoosetorentcarsperminute.

ReadmoreNote(s):Poland;December2019toFebruary2021Source(s):ObserwatoriumRynkuPaliwAlternatywnych;OponeoAvailabilityofcarsinthecarsharingsysteminPolandin2022,bycityAvailabilityofcarsinthecarsharingsysteminPoland2022,bycityNumberofcars02004006008001,0001,2001,4001,6001,8002,0002,200WarszawaGdask1,920870KrakówPozna650380Wrocaw340Łódź250240SzczecinGdyniaKatowiceSopot19012070LublinBiaystokBydgoszcz40303016Description:Warsawofferedthehighestnumberofcarsinthecar-sharingsysteminPolandin2022(1920cars).ReadmoreNote(s):Poland;2022Source(s):A;HubyMobilności;PANEK;PolskieStowarzyszeniePaliwAlternatywnych;StowarzyszenieMobilneMiastoAvailabilityofcarsinthecarsharingsystemper1,000inhabitantsinPolandin2022,bycityNumberofcarsinthecarsharingsystemper1,000peopleinPoland2022,bycityNumberofcars1.00.00.20.40.60.81.21.41.61.82.0GdaskWarszawaKrakówGdynia1.871.10.850.77Pozna0.7SzczecinWrocawKatowiceŁódź0.590.530.410.3617Description:Gdanskofferedthehighestnumberofcarsinthecar-sharingsystemperonethousandinhabitantsinPolandin2022(1.9cars).ReadmoreNote(s):Poland;2022Source(s):A;HubyMobilności;PANEK;PolskieStowarzyszeniePaliwAlternatywnych;StowarzyszenieMobilneMiastoShareofhybridandelectriccarsintotalcarsharingfleetinPolandfrom2022to2023,bysystemproviderShareofhybridandelectriccarsintotalcarsharingfleetinPoland2022-20232022202370%60%50%40%30%20%10%0%66%54%10%8%2%0%PanekTraficar4Mobility18Description:TraficarofferedthemostsignificantnumberofhybridandelectriccarsincarsharinginPolandin2023.However,thelargestshareofthosecarsintheentirecarsharingfleethadPanek.ReadmoreNote(s):Poland;2022to2023Source(s):Oponeo;StowarzyszenieMobilneMiastoForecastnumberofcarsharingusersinPolandfrom2019to2025*(in1,000s)CarsharingusersinPoland2019-20252,0001,8001,6001,4001,2001,0001,8811,3069078006306004002000201920212023202519Description:Itisestimatedthatin2025,almost1.9millionpeopleinPolandwillusecarsharing,i.e.,over1.2millionmoreusersthanin2019.ReadmoreNote(s):Poland;2019to2025;*Theuserisunderstoodasanaccountregisteredintheoperator'sapplication,givingaccesstotheservice.

ReadmoreSource(s):Smartride.pl;StowarzyszenieMobilneMiastoForecastnumberofB2CcarsharingvehiclesinPolandfrom2022to2026NumberofcarsharingvehiclesinPoland2022-202610,0008,8309,0008,0007,0006,0005,0004,0003,0002,0001,00007,8476,9726,1955,5052022202320242025202620Description:In2026,itisforecastedthatnearlyninethousandsharedcarswillbeavailableinmajorPolishcitiesundertheB2Ccar-sharingmodel.ReadmoreNote(s):Poland;2022to2026Source(s):A;HubyMobilności;PANEK;PolskieStowarzyszeniePaliwAlternatywnych;StowarzyszenieMobilneMiastoForecastrevenuesfromcarsharingservicesinPolandfrom2019to2025(inmillionzloty)CarsharingrevenuesinPoland2019-2025300250200150100264.65166.76100.8752.21500201920212023202521Description:Itisestimatedthatin2025,thevalueofcarsharingservicerevenueswillamounttoover264millionzloty,i.e.,anincreaseofmorethan212millionzlotycomparedto2019.

ReadmoreNote(s):Poland;2019to2025Source(s):Smartride.pl;StowarzyszenieMobilneMiastoCHAPTER

03BikesharingMarketofferingofsharedbikesinPolandbetween2021and2022MarketofferingofsharedbikesinPoland2021-2022Number

ofoperatorsNumber

ofsystemsNumber

ofbikes1877Q4'21Q4'223333138723Description:TheCOVID-19pandemicrestrictionsimplementedbythePolishgovernmentcontributedtoadeclineinratesofsharedbikedevelopment.In2022,therewerenearly1.4thousandbikesin13citiesacrossPoland.

ReadmoreNote(s):Poland;Q42021toQ42022;*Thezerostatusofbike-sharingservicesinQ22020reflectsthesituationafterthegovernmentbannedthebike-sharingoperationinthefirstlockdown.Inausualcase(i.e.,withoutapandemiccrisisand[...]

ReadmoreSource(s):AXA;Dott;StowarzyszenieMobilneMiastoDistributionofbikesharingmarketsharesinPolandasofJune2023BikesharingmarketinPoland2023Bolt7%Geovelo0.4%filfribikes8%Roovee15%Nextbike70%24Description:AsofJune2023,NextbikewasthecompanywiththelargestshareofthepublicbicyclemarketinPoland,i.e.,63percent.ReadmoreNote(s):Poland;June2023Source(s):Smartride.pl;StowarzyszenieMobilneMiastoBike-sharingserviceprovidersinPolandbetweenOctober2020andSeptember2022,bynumberofvehicles(in1,000s)Bike-sharingserviceprovidersinPoland2020-2022,bynumberofvehiclesNumberofvehiclesinthousandsSep'22Sep'21Oct'2010024681214161816.616.2NextbikeRooveefreebikeBolt16.962.91.910.9612.82.680.5Others25Description:Amongallbike-sharingsystemprovidersinPoland,Nextbike(Veturilo)ownedthemostsignificantnumberofvehicles,i.e.,16.6thousand.Rooveetooksecondplacewith2.9thousandbikesinSeptember2022.

ReadmoreNote(s):Poland;October2020andSeptember2022;82publicsystems*;*For2020-69publicsystemsFor2021-75publicsystems

ReadmoreSource(s):Smartride.pl;StowarzyszenieMobilneMiastoNumberofbikesharingvehiclesinPolandin1stquarter2023,bycity(in1,000s)NumberofbikesharingvehiclesinPoland2023,bycity3.53.33.02.52.01.51.00.50.01.71.30.6WarszawaŁódźWroclawSzczecin26Description:Warsawhadthemostsignificantnumberofvehiclesinthebike-sharingsystemofallcitiesinPolandinthefirstquarterof2023.ReadmoreNote(s):Poland;Q12023Source(s):Smartride.pl;StowarzyszenieMobilneMiastoForecastnumberofbike-sharingusersinPolandfrom2019to2025(inmillions)Bike-sharingusersinPoland2019-202576545.944.273.0632.2210201920212023202527Description:Between2019and2025,thenumberofbike-sharinguserswillalmosttriple.Itisestimatedthatin2025,almostsixmillionpeopleinPolandwillusepublicbicycles.ReadmoreNote(s):Poland;2019to2025Source(s):Smartride.pl;StowarzyszenieMobilneMiastoForecastnumberofbike-sharingbicyclesinPolandfrom2019to2025Numberofbike-sharingbicyclesinPoland2019-202560,00050,00040,00030,00020,00010,000057,04043,13032,61024,660201920212023202528Description:Itisestimatedthatin2025,thenumberofbike-sharingbicyclesinPolandwillamounttomorethan57thousand.ReadmoreNote(s):Poland;2019to2025Source(s):Smartride.pl;StowarzyszenieMobilneMiastoForecastrevenuesfrombike-sharingservicesinPolandfrom2019to2025(inmillionzloty)Bike-sharingrevenuesinPoland2019-2025250200150214.87162.47122.8592.89201910050020212023202529Description:Itisestimatedthatin2025,thevalueofbike-sharingservicerevenueswillamounttoover214millionzloty,nearlythreetimesmorethanin2019.ReadmoreNote(s):Poland;2019to2025Source(s):Smartride.pl;StowarzyszenieMobilneMiastoCHAPTER

04E-kickscootersharingMarketofferingofsharedelectrickickscootersinPolandfrom2021to2022MarketofferingofsharedelectrickickscootersinPoland2021-2022Number

ofoperatorsNumber

ofcitiesNumber

ofelectric

kick

scootersQ4'21Q4'22562975182853800031Description:DespiteofCOVID-19pandemic,thenumberofavailableelectrickickscootersinPolandincreasedintheobservedperiod,reaching38thousand.Theservicewasavailablein75citiesacrossthecountry.

ReadmoreNote(s):Poland;Q42021toQ42022Source(s):AXA;Dott;StowarzyszenieMobilneMiastoElectrickickscooterserviceprovidersinPolandbetweenOctober2020andSeptember2022,bynumberofvehicles(in1,000s)NumberofelectrickickscootersinPoland2020-2022NumberofvehiclesinthousandsSep'2215Sep'2120Oct'20051025303534.740BoltLime11.712.753.5621.64.6620.1Tier9.2611.8dott7.13.22.4blinkee.cityQuick3.843.211.71.220.891.7Others32Description:AmongallelectrickickscooterserviceprovidersinPoland,themostsignificantnumberofvehiclesinSeptember2022belongedtotheEstoniancompanyBoltandamountedto34.7thousandunits.ReadmoreNote(s):Poland;October2020andSeptember2022;161Polishcities*;*2020-39Polishcities2021-60PolishcitiesReadmoreSource(s):Smartride.pl;StowarzyszenieMobilneMiastoElectrickickscooterserviceprovidersinPolandin2022,bymarketshareElectrickickscooterserviceprovidersinPoland2022,bymarketshareRoler1%Quick0.5%hopp0.1%Bolt22%Tier53%Dott24%33Description:ThelargestsupplierofelectrickickscootersinPolandisTier.AttheendofDecember2022,Tierheld53percentoftheelectrickickscootermarketshare,followedbyDott.

ReadmoreNote(s):Poland;December2022Source(s):StowarzyszenieMobilneMiastoNumberofe-kickscootersharingvehiclesinPolandin1stquarter2023,bycity(in1,000s)Numberofe-kickscootersharingvehiclesinPoland2023,bycity18161614121088.9765.24.542.521.7210WarszawaTriCity*KrakówPoznaWrocawSzczecinKatowiceŁódźBydgoszcz34Description:Warsawhadthemostsignificantnumberofvehiclesinthee-kickscootersharingsystemofallcitiesinPolandinthefirstquarterof2023.ReadmoreNote(s):Poland;Q12023;*Gdask,Sopot,GdyniaReadmoreSource(s):Smartride.pl;StowarzyszenieMobilneMiastoForecastnumberofelectrickickscooterusersinPolandfrom2019to2025*(in1,000s)ElectrickickscooterusersinPoland2019-20253,0002,5002,0001,5001,0002,5061,1142023495500220020192021202535Description:Itisestimatedthatin2025,over2.5millionpeopleinPolandwilluseelectrickickscooters,i.e.,over2.2millionmoreusersthanin2019.ReadmoreNote(s):Poland;2019to2025;*Theuserisunderstoodasanaccountregisteredintheoperator'sapplication,givingaccesstotheservice.

ReadmoreSource(s):Smartride.pl;StowarzyszenieMobilneMiastoForecastnumberofelectrickickscootervehiclesinPolandfrom2019to2025NumberofelectrickickscootervehiclesinPoland2019-202550,00045,00040,00035,00030,00025,00020,00015,00010,00043,89024,08013,21020217,25020195,00002023202536Description:Itisestimatedthatin2025,thenumberofelectrickickscootersinPolandwillamounttoalmost44thousand,i.e.,sixtimesmorethanin2019.ReadmoreNote(s):Poland;2019to2025Source(s):Smartride.pl;StowarzyszenieMobilneMiastoForecastrevenuesfromelectrickickscooterservicesinPolandfrom2019to2025(inmillionzloty)ElectrickickscooterservicerevenuesinPoland2019-2025700600500400300200585.2265.37110.1202110033.56020192023202537Description:Itisestimatedthatin2025,thevalueofelectrickickscooterservicerevenueswillamounttoover585millionzloty,i.e.,anincreaseofmorethan551millionzlotycomparedto2019.

ReadmoreNote(s):Poland;2019to2025Source(s):Smartride.pl;StowarzyszenieMobilneMiastoCHAPTER

05E-scootersharingMarketofferingofsharedelectricscootersperminuteinPolandfrom2021to2022MarketofferingofsharedelectricscootersinPoland2021-2022Number

ofoperatorsNumber

ofcitiesNumber

ofelectric

scootersQ4'21Q4'2221548016839Description:Inthefourthquarterof2022,thenumberofelectricscootersperminuteinPolandincreased,reaching168vehiclesavailableinfourcitiesacrossPoland.ReadmoreNote(s):Poland;Q42021toQ42022Source(s):AXA;Dott;StowarzyszenieMobilneMiastoElectricscooterserviceprovidersinPolandbetweenOctober2020andSeptember2022,bynumberofvehiclesElectricscooterserviceprovidersinPoland2020-2022,bynumberofvehiclesOct'20Sep'21Sep'221,000900800700600500400300200100094263644031926624624118051Blinkee.cityEcoShareElectricscooterproviderhop.city40Description:ThelargestproviderofelectricscootersinPolandinSeptember2022wasthePolishstartupEcoShare,whichprovidedaccessto266e-scootersin11citiesacrossPoland.

ReadmoreNote(s):Poland;October2020andSeptember2022;11Polishcities*;*In2020-23citiesIn2021-21citiesReadmoreSource(s):Smartride.pl;StowarzyszenieMobilneMiastoElectricscooterserviceprovidersinPolandinSeptember2022,bymarketshareElectricscooterserviceprovidersinPoland2022,bymarketshareHop.City9%EcoShare47%blinkee.city44%41Description:ThelargestsupplierofelectricscootersinPolandisthePolishstartupEcoShare.InSeptember2022,EcoShareheld47percentoftheelectricscootermarketshare.

ReadmoreNote(s):Poland;September2022;11PolishcitiesSource(s):Smartride.pl;StowarzyszenieMobilneMiastoNumberofe-scootersharingvehiclesinPolandin1stquarter2023,bycityNumberofe-scootersharingvehiclesinPoland2023,bycity18017016014012010080105105756040200TriCit