Investment Rating - The report provides a conservative and optimistic estimation of the urban public transportation industry size, indicating potential growth opportunities in both scenarios [5][11]. Core Insights - The urban public transportation industry in China is projected to recover from the impacts of the pandemic, with a conservative estimate showing a market size of approximately 1,876.77 billion RMB by 2025 and 2,227.66 billion RMB by 2027 [7]. - The optimistic scenario suggests a market size of around 2,639.82 billion RMB by 2025 and 3,119.92 billion RMB by 2027, highlighting a significant recovery and growth potential [11]. - The report emphasizes the importance of public electric buses and urban rail transit as key components driving the market growth, with expected increases in passenger volumes and market sizes in the coming years [16][22]. Summary by Sections Urban Public Transportation Industry Size (Conservative) - The conservative estimate shows a market size of 2,037.14 billion RMB in 2018, growing to 1,876.77 billion RMB by 2025 and 2,227.66 billion RMB by 2027, with varying growth rates across the years [7]. - The public electric bus market size is projected to decrease from 1,394.68 billion RMB in 2018 to 706.74 billion RMB in 2022, with a recovery expected thereafter [19]. - The urban rail transit market size is expected to grow from 638.46 billion RMB in 2018 to 1,339.39 billion RMB by 2027, indicating a strong recovery trajectory [24]. Urban Public Transportation Industry Size (Optimistic) - The optimistic estimate indicates a market size of 2,951.3 billion RMB in 2018, with projections of 2,639.82 billion RMB by 2025 and 3,119.92 billion RMB by 2027, reflecting a robust growth outlook [11]. - The public electric bus market size is expected to recover from 2,092.02 billion RMB in 2018 to 1,327.42 billion RMB by 2027 [33]. - The urban rail transit market is projected to grow from 851.28 billion RMB in 2018 to 1,785.86 billion RMB by 2027, showcasing significant growth potential [38]. Passenger Volume Insights - Public bus passenger volume decreased from 697.34 million in 2018 to 353.37 million in 2022, with a projected recovery to 442.47 million by 2027 [20]. - Public rail transit passenger volume is expected to increase from 212.82 million in 2018 to 446.46 million by 2027, indicating a strong recovery trend [25]. - Ferry passenger volume is projected to recover from 0.8 million in 2018 to 0.66 million by 2027, reflecting a gradual increase [31].
中国城市公共交通运输行业市场规模测算逻辑模型 头豹词条报告系列
Tou Bao Yan Jiu Yuan·2025-02-11 12:23