11月城轨客运量增长4.4% 多地有轨电车客流下滑

Core Insights - The total passenger volume of urban rail transit in 54 cities (excluding Hong Kong, Macau, and Taiwan) reached 2.83 billion trips in November 2025, showing a month-on-month increase of 0.1 billion trips (0.4%) and a year-on-year increase of 1.2 billion trips (4.4%) [1] - The average passenger intensity for urban rail transit in November was 0.832 million trips per kilometer per day, reflecting a month-on-month increase of 3.5% but a year-on-year decrease of 3.3% [1] - The passenger intensity has been declining year-on-year for nine consecutive months, with significant drops recorded from March to October 2025 [1] Passenger Volume by City - The cities with the highest year-on-year increase in passenger volume in November were Tianshui (458.75%), Kunshan (129.08%), and Taiyuan (111.13%) [1] - Conversely, the cities with the largest year-on-year declines were Wenshan (-23.53%), Sanya (-6.62%), and Huangshi (-6.55%) [1] Passenger Intensity Analysis - Wenshan recorded the lowest passenger intensity at 0.01 million trips per kilometer per day, while Shenzhen had the highest at 1.55 million trips per kilometer per day [2] - An expert noted that the low passenger flow in many cities is due to the rapid and unregulated development of tram projects prior to 2018, leading to low ridership and high operational subsidies [2] Recommendations for Improvement - To address low passenger flow in existing tram projects, it is suggested to attract more passengers by improving operational efficiency and reducing parallel motor vehicle lanes [2] - Additionally, increasing ticket prices could help enhance operational revenue [2] Performance of Major Cities - Among the four first-tier cities, Guangzhou and Shenzhen experienced positive year-on-year growth in passenger volume, with increases of 10.39% and 6.59% respectively, while Beijing and Shanghai saw declines of 0.62% and 2.54% [3]