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越南转向电动摩托车，出行平台与电动车制造商激烈争夺骑手

Grab和Be等平台运营商正在加速与电动汽车制造商的合作，后者也正在筹集新资金以加速扩张

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Jamille Tran

Jamille Tran

Published Sun, Sep 21, 2025 · 06:16 PM
    • 随着政策转变，胡志明市约40万名网约车和外卖摩托车骑手不得不在改用电动摩托车和辞职之间做出选择。
    • 随着政策转变，胡志明市约40万名网约车和外卖摩托车骑手不得不在改用电动摩托车和辞职之间做出选择。 图片来源：GRAB

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    【胡志明市】越南是全球最大的两轮车市场之一，拥有约7700万辆注册摩托车。随着其主要城市逐步淘汰燃油摩托车，该国正准备迎接一场重大变革。

    在该政策正式生效之前，胡志明市和河内市即将出台的内燃机（ICE）摩托车禁令，已经引发了网约车巨头之间的残酷竞争。例如，Grab、Be和Xanh SM等公司都在寻求方法，帮助其骑手伙伴转向电动汽车（EVs）。

    包括VinFast、Selex Motors和Dat Bike在内的本土电动汽车制造商也陷入了一场激烈的竞赛，旨在抓住预期的需求激增，他们在产品价格、性能、基础设施完备度和获得大额融资的能力上展开竞争。

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