2025年全国城轨客运量同比增长3.1% 运营里程超1.1万公里

Core Insights - The urban rail transit sector in China is expected to see a steady growth in passenger volume, with a total of 33.24 billion trips projected for 2025, an increase of 1 billion trips from 2024, reflecting a growth rate of 3.1%, down from 9.5% in 2024 [1][2] Group 1: Industry Growth and Development - By the end of 2025, 54 cities in China will have a total of 343 urban rail transit lines, covering 11,710.3 kilometers and 6,680 stations, with 18 new lines and 764.7 kilometers added in 2025 [1] - The expansion of urban rail networks is concentrated in major city clusters such as Beijing-Tianjin-Hebei, Yangtze River Delta, Pearl River Delta, and Chengdu-Chongqing, indicating a shift from serving individual cities to metropolitan areas [2] - The industry is transitioning from a rapid growth phase to a focus on high-quality and sustainable development, with expectations of reduced annual new line mileage and stabilized passenger growth [2] Group 2: Performance Metrics - In 2025, 43 cities will operate 282 subway and light rail lines, achieving a passenger volume of 32.13 billion trips, while 17 cities will operate 26 monorail and maglev lines with a total of 9.9 million trips [1] - Notably, cities like Guangzhou and Shenzhen set new records for daily passenger volumes, with Guangzhou's metro reaching 14.09 million trips on December 31, 2025, marking a national high [3] - Other cities, including Tianjin, also reported record high daily passenger volumes, indicating a robust demand for urban rail services [3]