中国城市公共交通行业市场前景及投资研究报告-培训课件外文版2024.4

INDUSTRIES

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MARKETSUrbanpublictransportinChinaCHAPTER

01OverviewNumberoftripsinurbanChinain2015,withestimatesfor2020,2025and2050(inmillionpersonsperday)NumberoftravelsinurbanChina2015-20503,0002,5002,5082,0001,7071,5741,5001,00050001,37720152020*2025*2050*3Description:ThisstatisticpresentsthenumberoftripsinurbanChinain2015,withaforecastupto2050.By2050,thenumberofdailytripswasforecastedtoreachapproximately2.51billioninurbanChina.ReadmoreNote(s):China;2015;*Forecast.ReadmoreSource(s):Deloitte;NationalBureauofStatisticsofChina;UnitedNationsNumberofpassengersonpublictransportinurbanChinafrom2018to2022,bytransporttype(inbillions)PublictransportpassengernumberinChina2018-2022,bytypeBus/trolleybusTaxiMetro/subwayFerry140120100806040200201820192020202120224Description:In2022,thenumberofurbanpublictransportpassengersinChinaamountedtoabout75.5billion,representingadropof24percentfromthepreviousyear.Almosthalfofthepassengernumberswerecontributedbybusesandtrolleybuses.

ReadmoreNote(s):China;2018to2022Source(s):MinistryofTransportofChinaVolumeofurbanpublictransportinChinain2022,byregion(inmillionperson-times)UrbanpublictransportvolumeinChina2022,byregionPublictransportvolumeinmillionperson-timesUrbanrailtransit3,000Busesandtrolleybuses4,000

5,00001,0002,0006,0007,0008,000GuangdongShanghaiBeijingSichuanJiangsuZhejiangChongqingHubeiShaanxiHunanLiaoningShandong5Description:In2022,thepublictransportvolumeinGuangdongProvinceamountedto7.25billionperson-times,representingasubstantialdecreasecomparedtothepreviousyear,largelyduetotheCOVID-19pandemicandsubsequentlockdownmeasures.Inthatyear,ShanghaiandBeijinghadpublictransportvolumeofabout3.05and3.99billionperson-trips,respectively.ReadmoreNote(s):China;2022Source(s):MinistryofTransportofChina;NationalBureauofStatisticsofChina;RushhourcongestionindexofChinesecitiesinthethirdquarterof2023LeadingcongestedcitiesinChinaQ32023Rushhourcongestionindex0.00.51.01.52.02.5BeijingChangchunChongqingGuangzhouWuhan2.092.051.971.971.951.93ShanghaiLanzhouDalian1.831.821.82NanjingHarbin1.86Description:Inthethirdquarterof2023,thecommutingpeakcongestionindexofChongqingwas1.89,whichindicatedthatatripthatwouldhadtakenonehourinlighttrafficrequiredalmosttwohourstocompleteonaverage.Chongqing'shillytopographyandhighpopulationdensityputastrainonthecitiestrafficinfrastructure.ReadmoreNote(s):China;Q32023;*Therushhourcongestionindexiscalculatedbasedonthecomparisonoftraveltimesduringpeakhourstotraveltimesduringnon-congestedperiods.Peakhoursreferto7:00-9:00amand17:00-19:00pmonworkdays.[...]

ReadmoreSource(s):Baidu;Varioussources(BeijingTranspotInstitute,HongKongBaptistUniversity,PekingUniversity,PurdueUniversity,TsinghuaUniversity)LeadingcitiesinChinawithhighdailyrailpassengertrafficin2022(inthousands)Chinesecitieswiththehighestdailyrailpassengertraffic2022Dailypassengersinthousands3,000

4,00001,0002,0005,0006,0007,0008,000ShanghaiGuangzhouBeijing7,363.56,477.46,200.8ShenzhenChengduHangzhouChongqingWuhan5,187.44,306.22,729.92,502.82,449.4Nanjing2,122Xi'an2,106.37Description:In2022,Shanghai'surbanrailwaysystemreceivedthehighestnumberofdailypassengersinChina.Onaverage,morethansevenmillionpeopleusedShanghai'sdifferentrailtransportserviceseveryday.TheCOVID-19pandemicandthesubsequentlockdownmeasuressignificantlyaffectedthepassengernumbersacrossChina'spublictransportnetworkin2020and2022.ReadmoreNote(s):China;2022Source(s):ChinaAssociationofMetrosTenChinesecitieswithlongcommutingtimeinthe3rdquarterof2023(inminutes)LeadingChinesecitieswithlongcommutetimesQ32023Commutingtimeinminutes20

250510153035404550BeijingShanghaiNanjingTianjin43.8738.9136.5736.29Dalian35.45ChengduWuhan35.3735.25ShenyangXi'an34.934.5134.33Qingdao8Description:Inthethirdquarterof2023,theaveragecommutetimefromhometoworkonaweekdayinBeijingwasabout47.9minutes,thehighestamongChinesecities.ThiswasfollowedbyShanghai,wheretheaverageone-waycommutetimewasabout38.9minutes.ReadmoreNote(s):China;Q32023Source(s):Baidu;Varioussources(BeijingTranspotInstitute,HongKongBaptistUniversity,PekingUniversity,PurdueUniversity,TsinghuaUniversity)AveragedrivingspeedduringpeakcommutinghoursinthetoptencongestedcitiesinChinain3rdquarter2023(inkilometersperhour)VehiclespeedincitiesinpeakcommutinghoursinChinaQ32023Drivingspeedinkilometersperhour051015202530GuangzhouNanjing28.0427.22ShanghaiChongqingHarbin25.2425.1224.9724.76WuhanBeijing24.45Dalian24.3924.39LanzhouChangchun23.49Description:Inthethirdquarterof2023,averagedrivingspeedduringcommuterpeakhoursinChangchunwas23.4km/h,thelowestamongcongestedcitiesinChina.Thecity'scommuterpeakcongestionindexwas2.05,meaningthatatypicalone-hourjourneytakesmorethantwohoursduringpeakcommutinghours.ReadmoreNote(s):China;Q32023Source(s):Baidu;Varioussources(BeijingTranspotInstitute,HongKongBaptistUniversity,PekingUniversity,PurdueUniversity,TsinghuaUniversity)CHAPTER

02BusesandTrolleybusesNumberofoperatingbussesandtrolleybussesinChina'scitiesfrom2010to2022(in1,000units)NumberofbussesandtrolleybussesinChina'scities2010-2022800700600709.4704.4703.2693.3673.4651.2608.6561.8528.8509.6474.95004003002001000453.3420.5201020112012201320142015201620172018201920202021202211Description:Asof2022,therewereabout703,200bussesandtrolleybusesinoperationincitiesinChina,representingadropof0.9percentcomparedtothepreviousyear.Overthepast13years,thenumberofoperatingbussesortrolleybussesinChina'scitieshasgrownbynearly69percentfrom420,500unitsin2010.ReadmoreNote(s):China;2010to2022Source(s):MinistryofTransportofChinaNumberofpureelectriccitybussesandtrolleybussesinChina'scitiesfrom2016to2022(in1,000units)NumberofpureelectriccitybusesandtrolleybusesinChina2016-2022500450400350455.5419.5379324.5300254.5250200171.320171501005094.902016201820192020*2021202212Description:Asof2022,therewereapproximately455,500pureelectriccitybusesandtrolleybusesoperatinginChinesecities,anincreaseof35,900fromthepreviousyear.Overthepastsevenyears,theshareofall-electricbusesinChina'sfleethasincreasedsharply,to64.8percentin2022.ReadmoreNote(s):China;2016to2022;*Datafor2020andbeforewerecalculatedbymultiplyingtheshareofpureelectricbusestothetotalnumberofbusesinChina.ReadmoreSource(s):MinistryofTransportofChina;ShareofpureelectriccitybussesandtrolleybussesinChina'scitiesfrom2016to2022ShareofpureelectriccitybusesandtrolleybusesinChina2016-202270%60%50%64.8%59.1%53.8%46.8%37.8%40%30%20%10%26.3%201715.6%20162018201920202021202213Description:Asof2022,almost65percentofbusesandtrolleybusesoperatinginChinesecitieswerepoweredbyelectricity.Overthepastsevenyears,Chinaexperiencedasignificantincreaseintheshareofpurelyelectricbusesinitsfleet,whichwasonly15.6percentin2016.ReadmoreNote(s):China;2016to2022Source(s):MinistryofTransportofChinaLengthofurbanbusandtrolleybusroutesinoperationinChinain2022,byregion(inkilometers)LengthofurbanbusandtrolleybusroutesinChina2022,byregionLengthinkilometers80,000

100,000020,00040,00060,000120,000140,000160,000180,000200,000ShandongZhejiangGuangdongJiangsu186,163162,339127,333119,206HebeiAnhui86,51281,143SichuanHunan65,52059,522JiangxiHenan57,69156,554YunnanShanxiHeilongjiang55,33550,51048,75714Description:In2022,thetotallengthoftheChinesepublictransportnetworksurpassed1.67millionkilometers.Withatotalof186,163kilometers,ShandongprovincehadthelongestrouteforbusesandtrolleybusesacrossallregionsinChina.

ReadmoreNote(s):China;2022Source(s):MinistryofTransportofChina;NationalBureauofStatisticsofChinaLengthofbuslanesinChina'scitiesfrom2009to2022(inkilometers)LengthofbuslanesinChina'scities2009-202225,00020,00019,90018,263.816,551.614,951.715,00010,0005,000012,850.210,914.59,777.88,569.16,897.320145,890.620135,255.820124,425.620113,72620102,80520092015201620172018201920202021202215Description:Asof2022,China'scitieshad19,900kilometersofbuslanes,representinganincreaseof1,600kilometersfromthepreviousyear.Inthepast14years,thelengthofbuslanesinChinesecitieshadexpandedmorethansixtimesfrom2,805kilometersin2009.ReadmoreNote(s):China;2009to2022Source(s):MinistryofTransportofChinaCHAPTER

03UrbanrailOperatinglengthofurbanrailtransitinChina'scitiesfrom2010to2022(inkilometers)OperatinglengthofurbanrailtransitinChina'scities2010-202212,00010,0008,0006,0004,0009,554.68,735.67,354.76,172.25,295.14,484.23,727.520163,195.420152,816.12,40820132,05820121,69920112,00001,4712010201420172018201920202021202217Description:Bytheendof2022,therewere292urbanrailtransitlinesinoperationinChinesecities,withatracklengthofapproximately9555kilometers.ReadmoreNote(s):China;2010to2022Source(s):MinistryofTransportofChinaLengthoftheurbanrailwaynetworksinChinain2022,bytype(inkilometers)LengthofurbanrailwaynetworksinChina2022,bytypeLengthofrailwayinkilometers2,000

3,000

4,00001,0005,0006,0007,0008,0008,008.179,000SubwayUrbanfasttrackTram1,223.46564.77Lightrail219.75StraddlemonorailMaglev144.6557.86Electronicguiderubberwheelsystem

34.7Automatedguidewaytransit

10.1918Description:China'surbanrailtransitsystemisdominatedbysubwaynetworksandurbanfasttrackservices.In2022,thelengthofsubwaynetworksinthecountryexceeded8,000kilometers,accountingfor77.84percentofallurbanrailtransittracks.

ReadmoreNote(s):China;2022Source(s):ChinaAssociationofMetrosToptenleadingcitiesinChina'surbanrailtransitbyannualpassengertrafficin2022(inmillions)LeadingcitiesinChina'surbanrailtransitbyannualpassengertraffic2022Passengersinmillions1,00005001,5002,0002,500GuangzhouShanghaiBeijing2,361.372,287.922,262.98ShenzhenChengduHangzhouChongqingWuhan1,749.61,571.76963.65910.83894.01Xi'an768.81766.81Nanjing19Description:In2022,Guangzhou'srailtransitsystemcarried2.36billionpassengers,rankingthecitythefirstamongallChinesecities.TheCOVID-19pandemicandthesubsequenttravelrestrictionssignificantlyimpactedtheoperationofallurbanpublictransportsystemsinChinain2020and2022.ReadmoreNote(s):China;2022Source(s):ChinaAssociationofMetrosNumberofoperatingsubwaylinesinChina'scitiesfrom2010to2022NumberofsubwaylinesinChina'scities2010-2022300240250223200150100501891591431241038576675546420201020112012201320142015201620172018201920202021202220Description:Asof2022,Chinesecitieshad240operatingsubwaylines,anincreaseof17linescomparedtothepreviousyear.Duringthepast13years,thenumberofoperatingsubwaylinesinChina'scitieshasexpandedmorethan4.7timesfromonly42routesin2010.ReadmoreNote(s):China;2010to2022Source(s):MinistryofTransportofChinaTenleadingsubwaynetworksbasedonlengthinChinain2022(inkilometers)LongestsubwaynetworksinChina2022Lengthinkilometers4000100200300500600700800900ShanghaiBeijing795.37722.08ShenzhenGuangzhouChengduHangzhouWuhan546.89519.08518.54516460.84ChongqingXi'an336.22272.12Tianjin233.0321Description:Asof2022,withalmost800kilometersoftracks,ShanghaihadthelongestsubwaynetworkinChina.Sixcitiesinthecountryhadmorethan500kilometersofsubwaytracks.PublictransportationnetworksexperiencedaconstructionboominChinainthelastdecade.ReadmoreNote(s):China;2022Source(s):ChinaAssociationofMetrosCHAPTER

04TaxisNumberoftaxisinChina'scitiesfrom2008to2022NumberoftaxisinChina'scities2008-202220082009201020112012201320142015201620172018201920202021202223Description:In2022,therewerearound1.36milliontaxesoperatinginChinesecities,carryingabout20.82millionpassengers.ReadmoreNote(s):China;2008to2022Source(s):MinistryofTransportofChinaNumberoftaxipassengersinChina'scitiesfrom2010to2022(inbillions)NumberoftaxipassengersinChina'scities2010-20224540.6140.1939.673940353025201510537.6737.7436.5435.1734.6334.7926.6925.3320.820201020112012201320142015201620172018201920202021202224Description:In2022,urbantaxiservicesinChinaonlycarried20.82billionpassengers,representingasignificantdropofalmostaquarterfromthepreviousyear.ReadmoreNote(s):China;2010to2022Source(s):MinistryofTransportofChinaShareofride-hailingservicesintotaltaxitransportvolumeinChinafrom2015to2022Ride-hailingshareintaxivolumeinChina2015-202245%40%35%30%25%20%40.5%36.3%36.5%33.9%31.9%30.1%16.6%15%10%5%9.5%20150%201620172018201920202021202225Description:In2022,theshareofride-hailingservicesaccountedforabout40.5percentoftotaltaxitransportvolumeinChina,representingasignificantincreasecomparedtothepreviousyear.Thankstothecheaperpriceofferedbytheoperators,thepopularityofride-hailingservicesinChinasurgedinthelastdecade,despitetightermarketregulationsinmanyregions.ReadmoreNote(s):China;2015to2022Source(s):MinistryofTransportofChina;StateInformationCenterNumberofusersofride-hailing&taxiinChinafrom2019to2028(inmillions)Numberofusersofride-hailing&taxiinChina2019-2028600580560540520500480583.58568.33552.85534.8516.75498.7480.66462.612021460440420400444.562020426.512019202220232024202520262027202826Description:Thenumberofusersinthe'Ride-hailing'segmentofthesharedmobilitymarketinChinawasforecasttocontinuouslyincreasebetween2024and2028byintotal66.8millionusers(+12.93percent).Aftertheninthconsecutiveincreasingyear,theindicatorisestimatedtoreach583.58millionusersandthereforeanewpeakin2028.Notably,thenumberofusersofthe'Ride-hailing'segmentofthesharedmobilitymarketwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):China;2019to2028Source(s):CHAPTER

05FerriesNumberofoperatingferriesinChina'scitiesfrom2010to2022NumberofferriesinChina'scities2010-20221,4001,1921,2001,00080060040020001,061590422329310282264250224194196183201020112012201320142015201620172018201920202021202228/statistics/258619/number-of-ferries-in-chinas-citiesIn2022,therewere183ferriesoperatinginChinesecities,representingadropof13ferriesfromthepreviousyear.Overthepast12years,thenumberofferriesoperatinginChinesecitieshasdroppedsharplybyalmost85percentfrom1,192in2010.ReadmoreNote(s):China;2010to2022Source(s):MinistryofTransportofChinaNumberofoperatingferrylinesinChina'scitiesfrom2010to2022NumberofferrylinesinChina'scities2010-20226005335004174003002222001431261231129291888384791000201020112012201320142015201620172018201920202021202229Description:In2022,therewere79ferrylinesoperatinginurbanChina,representingadropoffivelinescomparedtothepreviousyear.Overthepastdecade,thenumberofoperatingferrylinesinChinesecitiesdroppedsharplyfrom533in2010.

ReadmoreNote(s):China;2010to2022Source(s):MinistryofTransportofChinaLengthofoperatingferryroutesinChina'scitiesfrom2010to2022(inkilometers)LengthofferrylinesinChina'scities2010-20225,0004,4344,5004,0003,5003,0002,5002,0001,5001,0005004,193846575568.92015497.62014505434.92017377.62018397.92019376.32021323.42020334.6202202010201120122013201630Description:In2022,thetotallengthofurbanoperatedferrylinesinChinaamountedto334.6kilometers,representingadropof41.7kilometerscomparedtothepreviousyear.Inrecentyears,citiesinChinahassignificantlyreduceditscityferryservices,asmorebridgesandtunnelswerecompleted.ReadmoreNote(s):China;2010to2022Source(s):MinistryofTransportofChinaNumberofferrypassengersinChina'scitiesfrom2010to2022(inmillions)NumberofferrypassengersinChina'scities2010-202220018016014012010080190172131106107101948380736051453940200201020112012201320142015201620172018201920202021202231Description:In2022,around45millionpassengerstravelledbyferryinChinesecities,representingandropof11.7percentcomparedtothepreviousyear.Overthepast12years,thenumberofpassengerstakingtheferrieshasdecreasedbymorethanthreequartersfrom190millionin2010.ReadmoreNote(s):China;2010to2022Source(s):MinistryofTransportofChinaVolumeofthewaterwaypassengertransportinthePearlRiversysteminChinafromOctober2019toDecember2023(inmillionpersons)Waterwaypassengert