Development status and trend analysis of global and Chinese RV industry in 2022

Global market: North America, Europe and Asia Pacific are the main RV markets in the world

The global RV sales market is mainly distributed in the North American market dominated by the United States and Canada, the European market dominated by Germany and France, and the Asia-Pacific market dominated by Japan and China. Benefiting from smooth roads, perfect supporting facilities, cheap prices and other factors, the United States is the largest production and consumption of RVS, in 2021, the sales of RVS in the United States reached 600.02 million, the number of families with RVS exceeded 11 million, and the sales are mainly traction RVS. New registrations in the European region in 2021 amounted to 260,000 units, an increase of 10.1%, with Germany leading the region with 106,000 units.

Chinese market: Frequent favorable policies, the industry ushered in rapid development

Compared with Europe and the United States, China's RV market rose late, in the late 1990s to the beginning of the 21st century, RV began to gradually rise in China. After more than 20 years of development, in recent years, the national RV industry favorable policies frequent, from the RV camp, vehicle license, tourism planning and other dimensions, the introduction of policies to support the development of RV, China's RV development is very rapid. In particular, under the continuous boom of the camping economy in 2021, China's RV market ushered in a wave of "radical" high growth, with sales of 16,000 vehicles, and self-propelled RVS occupy a dominant position in the market, accounting for 78% of sales.

Enterprise pattern: The original automobile company has become the industry leader with its production advantages

From the perspective of industry enterprise pattern, there are currently more domestic RV manufacturers, SAIC Chase, Yutong Bus and other original automobile companies with their mature production and manufacturing technology in the RV industry to achieve faster development, become the leader of the RV industry, in 2021, only SAIC Chase, Yutong Bus two companies sales of RV broke the top 1,000 units. The market share was 10.8%, 10.4%, followed by Hubei Heli, Hubei Chengli, Zhejiang Dede Longcui Automobile and other enterprises.

Development trend: The development of the industry is gradually standardized and will maintain a rapid growth trend

China's RV industry and RV tourism industry development time is not long, is still in its infancy, the construction of supporting facilities is not complete, industry standards need to be improved and other issues still become an obstacle to the development of the RV industry, in order to promote the rapid and healthy development of the RV industry in the future, the national and local governments will accelerate the improvement of industry standards, strengthen the construction of supporting facilities in the industry. With the efforts of the state and enterprises, the RV industry will still maintain a rapid growth trend.

1. Global market: North America, Europe and Asia Pacific are the main RV markets in the world

1, development history: development started early, fast

Rv is a model with both accommodation and transportation functions, with complete internal supporting facilities, equipped with water supply system, power supply system, ceiling type independent air conditioning and generator, air heating, refrigerator, etc., can meet the drivers and passengers dining, sleeping, bathing and other basic needs of life. At present, the RV can be divided into two types: trailer RV and self-propelled RV. The trailer has no power itself and requires additional vehicles to tow, while the self-propelled RV has its own driving power.

In the 19th century - early 20th century, the RV began to reveal its prototype, originated in Europe, and then became popular in North America, and there was a real RV in the modern sense. According to the data of the European RV Industry Association: the number of new registrations of global RV in 2019 was 689,000, and the global RV sales market was mainly distributed in the North American market dominated by the United States and Canada, the European market dominated by Germany and France, and the Asia-Pacific market dominated by Japan and China.

2, the United States market: 2021 ushered in strong growth, traction for the mainstream model

The United States is the world's largest RV production place, a large number of production enterprises, most of the world's largest production enterprises are located in the United States, the United States has a long history of RV development, has formed a series of industrial chain clusters including RV manufacturing, RV sales, rental, camp operation, outdoor equipment, outdoor travel routes.

At the same time, the United States is also the main consumer of RV in the world, mainly due to the broad and flat highway in the United States, the network is developed, suitable for RV driving, at the same time, the United States has perfect RV supporting facilities, RV camps can be seen everywhere, water supply, power supply is convenient, followed by cheap RV prices, cost-effective advantages. From the sales point of view, in 2018-2019, the sales of RV in the United States declined due to the impact of import and export policies and the transformation of residents' consumption patterns, and in the first half of 2020, the sales of RV declined significantly under the impact of the epidemic; In the second half of the year, benefiting from the changes in automobile preferential policies and residents' travel methods, more and more consumers began to choose RV camping. Rv sales rebounded, rising to 430,400 units. Since the new coronavirus epidemic, Americans' demand for RV has remained high, and by 2021, the sales volume of RV in the United States will reach 60.02 million units. The number of families with RVS is more than 11 million, different from Europe and China, yes, the sales of RVS in the United States are mainly towed RVS, mainly because of the high penetration rate of models that can be towed in the United States, and the flexibility of towed RVS self-driving Tours is higher and the price is cheap; In the context of significant improvements in the production and transportation efficiency of RV manufacturers and suppliers, the U.S. RV industry continued to grow in 2022, with sales of 323,800 units in the first half of 2022.

3. European market: The overall sales volume maintained steady growth, with Germany ranking first

Europe, as one of the world's major RV markets, has maintained a steady growth trend in recent years. Under the epidemic, people's travel concepts have changed, preferring both privacy and safety to RV travel, making RV travel the most popular way to travel in Europe, and thus promoting the steady growth of the RV market. In 2020-2021, European RV sales maintained a double-digit high growth rate. In 2021, the number of new registrations of European RV was 260,000, an increase of 10.1%. Similar to the sales structure of China's RV market, the sales of self-propelled RV in Europe accounted for a relatively large proportion, 69.7% in 2021, and the traction accounted for a relatively small proportion.

Germany is the largest RV sales market in Europe, with sales of 106,000 units in 2021, down 1.0% due to the epidemic. Rv sales in Austria rose 47.5% to 5,948 units, the largest increase in Europe, followed by Finland, Slovenia, Belgium and other places where sales increased by more than 20%.

Second, the Chinese market: favorable policies are frequent, and the industry has ushered in rapid development

1, policy: favorable policies frequently, to help the standardized development of the industry

In recent years, the national RV favorable policy has been frequent, from the RV camp, vehicle license, tourism planning and other dimensions, the introduction of policies to support the development of RV, issued the "business field to promote automobile consumption work guidelines and some local experience and practice Notice", "14th Five-Year" tourism development planning Notice "and a series of policies, RV tourism continues to heat up. At the same time, the policy requires continuous improvement of RV supporting hydropower, communications and other facilities, and improve the relevant standards of the industry, and vigorously promote the development of the RV tourism industry in the next few years, China's RV industry will maintain a rapid development trend, supporting facilities and industry standards still need to be gradually improved.

2, sales: the camping economy is hot, driving the expansion of RV sales

In recent years, the way people travel has been changing, "RV travel" by virtue of security, privacy, freedom, comfort and other advantages, in line with the personalized needs of consumers and gradually into the public vision; Under the epidemic situation, RV travel can reduce contact with strangers as much as possible, which promotes RV travel to a certain extent. Secondly, housing prices continue to rise, more and more young consumers choose to use RV instead of renting or even buying a house, superimposed favorable policies are frequently introduced, and the RV industry has ushered in good development opportunities.

Due to the epidemic, people's travel demand is suppressed, and the risk of travel is greater, and camping can meet the needs of people's travel contact with nature, but also reduce the risk of the epidemic, and become the first choice for residents to travel. Starting from 2020, China's camping continues to be hot, 2021-2022 heat to a higher level, in 2021 camping camp market size increased by 78.6% to 30 billion yuan, RV camping has become one of the important ways, camping boom led to RV consumption.

Compared with Europe and the United States, China's RV market rose late, in the late 1990s to the early 21st century, China's RV industry began to rise gradually, after more than 20 years of development, at present, China's RV development is very rapid, in 2021, China's RV market ushered in a wave of "radical" high growth, sales reached 16,000 units. Self-propelled motorhomes dominate the market, accounting for 78% of sales.

From the perspective of the mainstream model in the market - bicycle RV, in the past six years, except for the decline in sales due to the epidemic in 2020, the remaining years have maintained a rapid growth trend. In 2021, China's bicycle RV sales reached 12,582 units, an increase of 43.2% over the previous year; In the first half of 2022, the outbreak of large-scale epidemics in Beijing, Shanghai and other places has had a great impact on the RV industry, and sales fell by 12% compared with the first half of 2021, to 5,155 vehicles. As the epidemic is gradually controlled, the consumption of the RV market will gradually pick up.

Type A RV is rare in the market due to its high price, high requirements for road conditions and driving skills, poor fuel economy and other problems; At present, the market is mainly dominated by type B and C, of which type B RV is small and flexible, but the interior space is small and the facilities are relatively simple, resulting in a continuous decline in sales since 2019; The C-type RV combines the comfort and luxury of the A-type RV with the compact and flexible B-type RV, which is favored by consumers, and its sales continue to rise and become the mainstream product in the market in 2019, with A sales volume of 8991 units in 2021, accounting for 71.46% of the total sales of self-propelled RV. In the next 3-5 years, the C-type RV equipped with "forehead bed" will still be the mainstream model.

Affected by driving safety and the versatility of driver's license, consumers generally choose a motorhome below 6 meters when buying a car, a self-propelled motorhome with a length of less than 6 meters can use C1/C2 driving license, and an A1 driver's license is required above 6 meters. In 2021, the sales volume of self-propelled motorhomes below 6 meters was 12,484, accounting for 99% of the total sales volume of self-propelled motorhomes.

In April 2022, the newly implemented Ministry of Public Security Order No. 162 "Motor Vehicle Driving License application and use Regulations" added C6 driver's license, clearly regulating the trailer RV related driver's license requirements, but at present, the trailer RV is not the mainstream of China's market, and in the short term by the national conditions, roads, traffic and other factors make it unable to become the mainstream of the domestic RV market. In the future, it is expected that the advantages of high price and spacious space will gradually gain market recognition.

3, regional distribution: regional characteristics are obvious, concentrated in developed areas

China's RV sales have obvious regional, mainly concentrated in the more developed areas, developed areas per capita income and consumption levels are relatively high, and tourism demand is more vigorous. In 2021, Jiangsu motor home sales ranked first in the country, accounting for 16.7% of the total sales in the country; It was followed by Shandong (10.0%) and Zhejiang (6.8%). In terms of cities, Beijing, Suzhou and Shanghai ranked the top three in the country, accounting for 4.3%, 4.2% and 3.7% respectively.

Third, enterprise pattern: the original automobile enterprises have become the industry leader with their production advantages

From the perspective of industry enterprise pattern, there are currently more domestic RV manufacturers, SAIC Chase, Yutong Bus and other original automobile companies with their mature production and manufacturing technology in the RV industry to achieve faster development, become the leader of the RV industry, in 2021, only SAIC Chase, Yutong Bus two companies sales of RV broke the top 1,000 units. The market share was 10.8%, 10.4%, followed by Hubei Heli, Hubei Chengli, Zhejiang Dede Longcui automobile and other enterprises, under the rapid development of the market, enterprises are also facing huge development opportunities, more and more large car companies have entered the RV market, injected vitality into the development of the RV market on the supply side.

Fourth, development trend: the development of the industry is gradually standardized, and will maintain a rapid growth trend

First, the industry standards are gradually improved, and the construction of supporting facilities is accelerated

At present, although China's RV industry is developing rapidly, and in recent years, under the efforts of national departments and production enterprises, China's RV industry standards continue to improve, the development of gradually standardized, but compared with Europe and the United States, China's RV industry is still small, huge space for development. The construction of supporting facilities is not complete, the relevant standards of the industry need to be improved and other issues still become an obstacle to the development of the RV industry, in terms of supporting facilities, due to the freedom of the RV travel route, the destination is more random, in most cases, the RV can only find ordinary parking lots, the number of RV camps is small, and many camps have problems such as unreasonable planning and imperfect basic functions. In order to promote the rapid and healthy development of the RV industry in the future, the national and local governments will accelerate the improvement of industry standards and strengthen the construction of industry supporting facilities.

Second, the future will maintain a rapid growth trend and broad prospects for development

China's RV industry and RV tourism industry development time is not long, is still in the initial stage, the market presents a blue ocean, especially with the gradual improvement of supporting facilities superimposed favorable policies frequently, RV industry will have great space for development. On the one hand, the 80s and 90s have become the main force of consumption, and young consumers are more pursuing personalization and trying to release new consumer demand; On the other hand, the life concept of retirees who are more free in material and time is also changing, and more and more elderly people choose RV travel as a way of travel, which is more soothing and more mobile compared with group travel, and is also in line with the slow pace of life of the elderly. Secondly, domestic brands continue to rise, the competition is increasingly fierce, the price is also increasingly close to the people, more and more consumers can afford.