越南叫車市場：市場佔有率分析、產業趨勢與統計及成長預測（2026-2031年）

據 Mordor Intelligence 稱，越南的叫車市場在 2025 年的價值為 10.6 億美元，預計到 2031 年將從 2026 年的 12.5 億美元成長到 30.5 億美元，在預測期（2026-2031 年）內的複合成長率為 19.53%。

本報告按車輛類型（二輪車、三輪車等）、動力系統（內燃機、混合動力等）、服務類型（電子召車、汽車共享等）、預訂管道（應用程式、語音/電話）和最終用戶（個人、企業/機構）進行分類。市場預測以美元計價。

越南叫車市場趨勢與洞察

有利於電動車的稅收優惠將加速汽車電氣化進程（VinFast，Xanh SM）

51/2025號法令在相當長的一段時間內免除電動車的註冊費，並大幅降低了電動車的消費稅，使其低於內燃機汽車。這項政策將大幅降低購車成本，使電動車成為更經濟實惠的選擇。預計到預測期中期，Xanh SM將在多個省份部署大量VinFast VF e34電動車，服務不斷成長的乘客群體。與越南電力集團（EVN）簽訂的大規模電力合約預計將大幅降低電費。這將使電動車的票價遠低於傳統轎車，同時確保駕駛者能夠維持具有競爭力的收入。 VinFast的「綠色」系列推出了「租賃購買」融資方案，利率遠低於銀行利率。

河內和胡志明市地鐵線的擴建正在打造出「最後一公里」和「第一公里」的需求樞紐。

胡志明市地鐵1號線已開通運營，每天吸引大量乘客前往車站附近的候車區。在非尖峰時段，車站附近小範圍內的地理圍欄折扣吸引通勤者，有效提升了客流量。同時，河內地鐵2A線和3號線每天也運送大量乘客。 Be集團特別指出，其中相當一部分乘客下車後會立即使用叫車服務。為了因應這一趨勢，交通部近期發布指令，要求所有地鐵站在2026年中期前設立專用候車區，旨在大幅縮短乘客的候車時間。曼谷和雅加達的類似舉措已在短時間內顯著提升了叫車的使用率，越南的叫車市場也有望實現這一目標。

零工人員短缺和薪資上漲推高了司機招募成本。

2024年最低工資大幅上漲後，司機的平均月收入在2025年顯著成長。各平台目前都在大力投資註冊獎勵和車輛租賃補貼，作為獲取新司機成本的一部分，導致獲客成本遠超過疫情前水準。 Be集團推出的「BE5X」司機中心旨在透過捆綁保險和維修服務降低司機離職率，但最終以失敗告終。大量參與者在六個月內退出，顯示嚴格的還款條款是問題所在。同時，Grab在胡志明市第七郡試點推行“收入保障計劃”，根據每月里程數提供具有競爭力的薪酬。這些補貼需要每季投入大量資金，但成功顯著降低了離職率。然而，不斷上漲的人事費用正在擠壓那些規模不足以享受鄰近產業交叉補貼的企業的利潤空間。

細分市場分析

到2025年，摩托車將佔越南共享旅遊市場佔有率的61.36%。這主要歸功於摩托車的廣泛使用，與汽車相比，摩托車更適合在都市區街道上穿梭。由於價格實惠，短途出行在河內和胡志明市等人口稠密的都市區最為普遍。預計到2031年，麵包車和MPV的複合年成長率將達到19.55%。這是因為雇主正在從固定班車轉向按需共乘服務，從而最大限度地降低每位員工的交通成本。這一成長歸功於雇主從固定班車轉向按需共享共乘服務，這有助於降低員工的交通成本。 Be集團以極具競爭力的價格提供多座麵包車租賃服務，增加了機場接送車輛的供應，而機場接送的票價相對較高。同時，由於電動車業者因燃料成本降低而提供更低的票價，乘用車正面臨嚴峻挑戰。這迫使傳統營運商大規模對混合動力汽車的投資，以保持競爭力。

三輪車面臨許多挑戰，例如監管分類不明確和消費者安全擔憂，導致其市場佔有率較小。然而，工業園區的基於應用程式的接駁車服務展現出良好的發展前景，因為可預測的輪班時間表與固定路線高度契合，並能提高車輛效率。胡志明市於2025年實施的試驗計畫優先引入了廂式貨車，從而縮短了出行時間，並增強了企業客戶的信心。隨著電氣化獎勵的不斷擴大，預計長續航里程的電動廂型車將從無法滿足日益嚴格的排放氣體標準的柴油小巴手中奪取市場佔有率。

儘管預計到2025年內燃機汽車仍將佔據73.27%的市場佔有率，但電池式電動車車（EV）車隊正以19.65%的複合年成長率快速擴張。到預測期結束時，越南的電動車網約車市場預計將顯著成長。這項擴張得益於政府政策，這些政策降低了初始成本並縮短了投資回收期，充分利用了目前燃料和電力之間的成本差異。來自市場領先營運商的案例研究表明，與傳統的內燃機汽車（ICE）相比，電動車的營運成本顯著降低。這種成本優勢使公司能夠在保持司機獲利能力的同時，提供更實惠的價格。混合動力汽車作為計程車公司向全面電氣化過渡的過渡方案，正日益受到歡迎，近期訂單數據也印證了這一趨勢。

壓縮天然氣 (CNG) 和液化石油氣 (LPG) 目前仍屬於小眾選擇，僅限於特定區域內已具備加氣基礎設施的小規模企業。然而，由於缺乏財政獎勵和消費者認知度低，它們的普及受到阻礙。一家大型電動車製造商提供的融資方案比傳統銀行貸款更為優惠，這使得小規模企業無需大量前期投資即可採用電動車。隨著政府法規越來越傾向於電動計程車，除非稅法進行修訂，否則傳統內燃機 (ICE) 汽車預計將在都市區逐步淘汰，並在人口密度較低的地區變得更加普遍。

其他好處：

• Excel格式的市場預測（ME）表
• 3個月的分析師支持

目錄

第1章：引言

• 研究假設和市場定義
• 調查範圍

第2章：調查方法

第3章執行摘要

第4章 市場狀況

• 市場概覽
• 市場促進因素
  • 有利於電動車的稅收優惠正在推動車隊電氣化（Vinfast，Xanh SM）
  • 河內和胡志明市地鐵線的擴建將打造首末一公里需求樞紐。
  • Z世代消費者中電子錢包和無現金支付的爆炸性成長
  • 政府的「越南製造」數位化藍圖正在加速智慧運輸的普及。
  • 透過跨產業忠誠度生態系統（Grab、Zalo）提供超級應用車費補貼
  • 預計到 2027 年，旅遊業將恢復到超過疫情前水準。
• 市場限制因素
  • 由於零工人員短缺和工資上漲，司機獲取成本不斷上升。
  • 各都道府縣不同的計程車牌照限制使得監管合規變得複雜。
  • 都市區的交通堵塞以及對乘客在路邊上下客區域的限制，導致服務延誤加劇。
  • 第53號網路安全條例增加了資料本地化的成本負擔。
• 價值供應鏈分析
• 監理情勢
• 技術展望
• 波特五力模型

第5章 市場規模與成長預測

• 車輛類型
  • 摩托車
  • 三輪車
  • 搭乘用車
  • 廂型車和多用​​途汽車
  • 巴士接駁
• 依推進類型
  • 內燃機（ICE）
  • 混合
  • 電池式電動車
  • 壓縮天然氣（CNG）/液化石油氣（LPG）
• 按服務類型
  • E-Hailing
  • 汽車共享（P2P）
  • 無人駕駛計程車
  • 常用乘車套餐
• 透過預訂管道
  • 應用程式粉絲
  • 語音/電話
• 最終用戶
  • 對於個人
  • 公司/機構

第6章 競爭情勢

• 市場集中度
• 策略趨勢
• 市佔率分析
• 公司簡介
  • GrabTaxi Holdings Pte Ltd
  • Be Group JSC
  • Vinasun Corp.
  • Mai Linh Group
  • Xanh SM（GSM）
  • inDrive
  • TADA Mobility
  • TaxiGo

第7章 市場機會與未來展望

According to Mordor Intelligence, the Vietnam ride-hailing market size was valued at USD 1.06 billion in 2025 and estimated to grow from USD 1.25 billion in 2026 to reach USD 3.05 billion by 2031, at a CAGR of 19.53% during the forecast period (2026-2031).

This report is Segmented by Vehicle Type (Two-Wheelers, Three-Wheelers, and More), Propulsion Type (Internal Combustion Engine (ICE), Hybrid, and More), Service Type (E-Hailing, Car-Sharing, and More), Booking Channel (App-Based and Voice/Phone), and End-User (Personal and Corporate/Institutional). The Market Forecasts are Provided in Value (USD).

Vietnam Ride-Hailing Market Trends and Insights

EV-Friendly Tax Incentives Spurring Fleet Electrification (VinFast, Xanh SM)

Decree 51/2025 eliminates EV registration fees for a significant period and substantially lowers the special consumption tax for electric vehicles compared to internal combustion engine (ICE) cars. This policy results in a notable reduction in acquisition costs, making EVs more financially accessible. By the middle of the forecast period, Xanh SM is expected to have deployed a considerable fleet of VinFast VF e34s across numerous provinces, serving a large and growing number of riders. Bulk electricity contracts negotiated with EVN are expected to lead to a meaningful reduction in tariffs. This enables fares to be set noticeably lower than those of traditional sedans, while still ensuring that drivers maintain competitive earnings. VinFast's Green series introduces a lease-to-own financing option with an interest rate significantly below standard bank rates.

Expansion of Hanoi and Ho Chi Minh City Metro Lines Creating First/Last-Mile Demand Nodes

Ho Chi Minh City's Metro Line 1 commenced operations, drawing in a significant number of daily riders to its closely situated pick-up zones. Platforms, during off-peak hours, entice commuters with geofence discounts within a short distance of the stations, effectively boosting trip numbers. Meanwhile, Hanoi's Lines 2A and 3 cater to a substantial daily ridership. Notably, Be Group highlights that a considerable portion of these passengers opt for a ride-hail shortly after disembarking. Responding to the trend, a recent directive from the ministry mandates dedicated pick-up bays at all metro stops by mid-2026, aiming to significantly reduce wait times. Drawing parallels, similar initiatives in Bangkok and Jakarta saw ride-hail volumes surge considerably within a short period, a target now within reach for Vietnam's ride-hailing market.

Rising Driver-Acquisition Costs Amid Gig-Labor Shortages and Wage Hikes

In 2025, average monthly driver earnings increased significantly, following a notable minimum wage hike in 2024. Platforms are now investing substantial amounts per recruit on sign-up bonuses and lease subsidies, driving acquisition costs well above pre-pandemic levels. Be Group's BE5X driver hub, aiming to reduce churn through bundled insurance and maintenance, faced a setback: a considerable portion of its participants exited within six months, pointing to issues with rigid repayment terms. Meanwhile, Grab tested guaranteed-income plans in Ho Chi Minh City's District 7, offering competitive compensation for a set number of monthly trips. These subsidies, which required significant quarterly investments, successfully reduced attrition by a noticeable margin. However, rising labor expenses are squeezing margins for operators who lack the scale to benefit from cross-subsidization in adjacent verticals.

Other drivers and restraints analyzed in the detailed report include:

1. Explosive Adoption of E-Wallets and Cashless Payments Among Gen-Z Consumers
2. Government "Make In Vietnam" Digital Roadmap Accelerating Smart-Mobility Adoption
3. Fragmented Provincial Taxi-Licensing Caps Complicate Compliance

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Two-wheelers delivered 61.36% of the Vietnam ride-hailing market share in 2025, driven by the widespread use of motorcycles, which are better suited for navigating urban alleyways compared to cars. With affordable fares, short-distance trips are the most common in the dense urban centers of Hanoi and Ho Chi Minh City. Vans and MPVs are forecast to chart a 19.55% CAGR to 2031 as employers swap fixed shuttles for on-demand pooling, slicing per-employee transport costs minimally. This growth is attributed to employers shifting from fixed shuttles to on-demand pooling, which helps reduce transportation costs for employees. Be Group's leasing program for multi-seat vans at competitive rates is increasing the availability of vehicles for airport transfers, where ticket prices are relatively higher. Meanwhile, passenger cars are under pressure as electric vehicle operators offer lower fares due to reduced fuel costs. This has led traditional players to invest heavily in hybrid vehicles to remain competitive.

Three-wheelers hold a negligible share of the market, facing obstacles such as unclear regulatory classifications and consumer safety concerns. However, app-based shuttles in industrial parks are showing potential, as predictable shift schedules align well with fixed routes, improving vehicle efficiency. A pilot program in Ho Chi Minh City in 2025 prioritized vans, leading to shorter journey times and improved reliability for corporate clients. As electrification incentives expand, electric vans with longer ranges are expected to gain market share from diesel minibuses, which are increasingly unable to meet stricter emissions standards.

Internal-combustion engines still commanded 73.27% of the market in 2025, yet battery-electric fleets are scaling fast on a 19.65% CAGR tailwind. By the end of the forecast period, Vietnam's ride-hailing market for electric vehicles is anticipated to achieve significant growth. This expansion is driven by government policies that reduce upfront costs and shorten the time required to recover investments, given the current cost differences between fuel and electricity. A leading operator in the market demonstrates that electric vehicles have notably lower operating costs compared to traditional internal combustion engines (ICE). This cost advantage enables the company to offer more affordable ride prices while maintaining competitive earnings for drivers. Hybrids are gaining traction as an interim solution for taxi companies transitioning to full electrification, with recent orders highlighting this approach.

Compressed natural gas (CNG) and liquefied petroleum gas (LPG) remain niche options, limited to small-scale operations in specific areas where refueling infrastructure is already in place. However, their adoption is hindered by a lack of financial incentives and limited consumer awareness. A prominent electric vehicle manufacturer offers financing options that are more favorable than traditional bank loans, providing smaller operators with an accessible pathway to adopt electric vehicles without substantial upfront investments. As government regulations increasingly favor electric taxis, traditional ICE vehicles are expected to be phased out from urban centers and may become more common in less densely populated areas unless taxation policies are revised.

Complete Report Scope:

• By Vehicle Type
  • Two-Wheelers
  • Three-Wheelers
  • Passenger Cars
  • Vans & MPVs
  • Buses & Shuttles
• By Propulsion Type
  • Internal Combustion Engine (ICE)
  • Hybrid
  • Battery-Electric
  • Compressed Natural Gas (CNG) / Liquefied Petroleum Gas (LPG)
• By Service Type
  • E-Hailing
  • Car-Sharing (Peer-to-Peer)
  • Robo-Taxi
  • Subscription-Based Ride Packages
• By Booking Channel
  • App-Based
  • Voice / Phone
• By End-User
  • Personal
  • Corporate / Institutional

List of Companies Covered in this Report:

1. GrabTaxi Holdings Pte Ltd
2. Be Group JSC
3. Vinasun Corp.
4. Mai Linh Group
5. Xanh SM (GSM)
6. inDrive
7. TADA Mobility
8. TaxiGo

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 EV-Friendly Tax Incentives Spurring Fleet Electrification (Vinfast, Xanh SM)
  • 4.2.2 Expansion of Hanoi and Ho Chi Minh City Metro Lines Creating First/Last-Mile Demand Nodes
  • 4.2.3 Explosive Adoption of E-Wallets and Cashless Payments Among Gen-Z Consumers
  • 4.2.4 Government "Make In Vietnam" Digital Roadmap Accelerating Smart-Mobility Adoption
  • 4.2.5 Super-App Fare Subsidies (Grab, Zalo) Via Cross-Vertical Loyalty Ecosystems
  • 4.2.6 Tourism Rebound Expected to Surpass Pre-Covid Levels by 2027
• 4.3 Market Restraints
  • 4.3.1 Rising Driver-Acquisition Costs Amid Gig-Labour Shortages and Wage Hikes
  • 4.3.2 Fragmented Provincial Taxi-Licensing Caps Complicate Compliance
  • 4.3.3 Urban Congestion and Limited Curb-Side Pick-Up Zones Increasing Service Latency
  • 4.3.4 Cyber-Security Decree 53 Raising Data-Localisation Cost Burden
• 4.4 Value / Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces
  • 4.7.1 Bargaining Power of Buyers
  • 4.7.2 Bargaining Power of Suppliers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Competitive Rivalry

5 Market Size and Growth Forecasts (Value (USD))

• 5.1 By Vehicle Type
  • 5.1.1 Two-Wheelers
  • 5.1.2 Three-Wheelers
  • 5.1.3 Passenger Cars
  • 5.1.4 Vans & MPVs
  • 5.1.5 Buses & Shuttles
• 5.2 By Propulsion Type
  • 5.2.1 Internal Combustion Engine (ICE)
  • 5.2.2 Hybrid
  • 5.2.3 Battery-Electric
  • 5.2.4 Compressed Natural Gas (CNG) / Liquefied Petroleum Gas (LPG)
• 5.3 By Service Type
  • 5.3.1 E-Hailing
  • 5.3.2 Car-Sharing (Peer-to-Peer)
  • 5.3.3 Robo-Taxi
  • 5.3.4 Subscription-Based Ride Packages
• 5.4 By Booking Channel
  • 5.4.1 App-Based
  • 5.4.2 Voice / Phone
• 5.5 By End-User
  • 5.5.1 Personal
  • 5.5.2 Corporate / Institutional

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (includes Global Level Overview, Market Level Overview, Core Segments, Financials as Available, Strategic Information, Market Rank/Share for Key Companies, Products and Services, SWOT Analysis, and Recent Developments)
  • 6.4.1 GrabTaxi Holdings Pte Ltd
  • 6.4.2 Be Group JSC
  • 6.4.3 Vinasun Corp.
  • 6.4.4 Mai Linh Group
  • 6.4.5 Xanh SM (GSM)
  • 6.4.6 inDrive
  • 6.4.7 TADA Mobility
  • 6.4.8 TaxiGo

7 Market Opportunities & Future Outlook

• 7.1 White-space & Unmet-Need Assessment