2025年中国地铁设计院市场政策、产业链、市场现状、竞争格局及趋势研判：行业集中度极高[图]

Overview - The subway design market in China is experiencing a rapid decline in demand due to a slowdown in urban expansion, with fixed asset investment in urban rail transit dropping to 544.81 billion yuan in 2023, a year-on-year decrease of 9.78% [1][7] - The demand for subway design services has also shrunk, with the market size falling to 12.979 billion yuan in 2023, a decrease of 1.79% year-on-year [1][7] Market Policies - The Chinese government has issued several policies to support urban rail transit construction, including guidelines for comprehensive transportation systems and actions to enhance signal systems, which create a favorable environment for the subway design industry [3][4] Industry Chain - The subway design industry relies on upstream sectors such as hardware and software, while downstream activities include subway construction and operation, where design firms provide technical services and quality supervision [5] Current Development - As of the end of 2023, there are 338 operational urban rail transit lines across 59 cities in mainland China, with a total length of 11,224.54 kilometers, of which subway lines account for 8,543.11 kilometers, representing a year-on-year growth of 6.7% [6] Competitive Landscape - The subway design industry is primarily government-led, with state-owned enterprises dominating project contracts. Major players include Beijing Urban Construction Design Group, China Railway Design Corporation, and Shanghai Tunnel Engineering Research Institute, which collectively secure over 90% of the market share [8][9] Representative Companies - Beijing Urban Construction Design Group reported a total revenue of 4.18 billion yuan in the first half of 2024, with a gross profit of 822 million yuan and a gross margin of 19.67% [9] - Guangzhou Metro Design Institute, a subsidiary of Guangzhou Metro Group, achieved a revenue of 1.251 billion yuan in the first half of 2024, with 85.53% of this from surveying and design services [10] Future Trends - The subway design industry is expected to integrate more with urban planning and municipal engineering, participating in multi-functional projects that combine transportation hubs with commercial and residential spaces. Additionally, the Belt and Road Initiative may open opportunities for Chinese subway design firms to engage in international projects [11]