据统计，11月，31个省（自治区、直辖市）和新疆生产建设兵团共有54个城市开通运营城市轨道交通线 路334条，运营里程11389.7公里，实际开行列车362万列次，完成客运量28.3亿人次，进站量16.8亿人 次。11月份，客运量环比增加0.1亿人次，增长0.4%，同比增加1.2亿人次，增长4.4%。11月份全国总运 营里程的平均客运强度为0.832万人次每公里日，环比增长3.5%，同比降低3.3%。 来源：上海证券报·中国证券网 上证报中国证券网讯（记者 于祥明）记者12月9日从交通运输部获悉，11月城市轨道交通客运量同比增 加1.2亿人次，增长4.4%。 据统计，11月，31个省（自治区、直辖市）和新疆生产建设兵团共有54个城市开通运营城市轨道交通线 路334条，运营里程11389.7公里，实际开行列车362万列次，完成客运量28.3亿人次，进站量16.8亿人 次。11月份，客运量环比增加0.1亿人次，增长0.4%，同比增加1.2亿人次，增长4.4%。11月份全国总运 营里程的平均客运强度为0.832万人次每公里日，环比增长3.5%，同比降低3.3%。 其中，43个城市开通运营地铁、轻轨线路275条，运营 ...

Core Insights - By November 2025, a total of 54 cities across 31 provinces and regions in China will operate 334 urban rail transit lines, covering a total length of 11,389.7 kilometers [1] - The actual number of train operations reached 3.62 million, with a total passenger volume of 2.83 billion and an entry volume of 1.68 billion [1] - In November, the passenger volume increased by 0.1 million from the previous month, reflecting a growth of 0.4%, and a year-on-year increase of 1.2 billion, or 4.4% [1] Summary by Category Urban Rail Transit Operations - 43 cities operate 275 subway and light rail lines, with a total length of 9,898.5 kilometers, achieving a passenger volume of 2.73 billion and an entry volume of 1.61 billion [1] - 16 cities operate 25 monorail, maglev, and regional rapid transit lines, covering 970.7 kilometers, with a passenger volume of 82.83 million and an entry volume of 55.97 million [1] - 18 cities operate 34 tram and automated guided rail lines, with a total length of 520.5 kilometers, achieving a passenger volume of 11.37 million and an entry volume of 16.42 million [1] Recent Developments - In November, an additional 59.2 kilometers of operational rail was added, along with one new operational line, the Dongguan Metro Line 1 [1] - A new operational segment was introduced, extending the Shanghai Metro Line 2 [1]

随着房地产市场下行，城市轨道交通大干快上的时代，必然走 到尽头。宁波地铁第四期规划遇阻，给出了一个警示：在新的 经济形势下，城市轨道交通要实现健康可持续发展，必须摈弃 旧有模式，迎接新挑战。 作者： 宋馥李 封图：图虫创意 临近年终，各地轨道交通新开线路陆续明确，新一轮城市轨道交通规划也在陆续申报中。 宁波网友11月13日在宁波问政平台咨询地铁第四期规划申报进展，当地发改委回应称，根据国家 最新政策要求，目前申报第四期建设规划的条件尚不成熟，待达到条件后再行上报。网友进一步追 问缘由，宁波市发改委11月17日表示，轨道交通客流强度有待提升。 这一回复激起千层浪。宁波地铁第四期规划申报受阻折射出一个政策风向标：轨道交通规划审批收 紧了。已经持续十多年的轨道交通建设热潮，到了调整的时候。 轨道交通的大扩张，是近些年城市迅速膨胀的写照。过去十多年来，中国完成了史上最大规模的轨 道交通扩张，一口气走过了欧美城市上百年的历程。 交通运输部今年10月公布的数据显示，除运营里程TOP10城市（南京除外）外，只有少数城市的 客运强度超过0.7万人次。也就是说，大多数城市已开通的轨道交通线路客流不及预期。线网规模 扩张带来客流 ...

Core Viewpoint - The approval process for urban rail transit projects is tightening, as evidenced by the delay in Ningbo's fourth subway phase planning due to insufficient passenger flow intensity, indicating a shift in policy direction after years of rapid expansion in urban rail transit [1][2][3] Group 1: Current Status of Urban Rail Transit - As of the end of 2024, 58 cities in mainland China will have operational rail transit systems, with 361 lines and a total operational mileage of 12,160 kilometers, including 9,306 kilometers of subway lines [1] - Ten years ago, in 2015, only 26 cities had operational rail transit, with 116 lines and a total mileage of 3,618 kilometers, including 2,658 kilometers of subway lines [1] Group 2: Challenges Faced by Urban Rail Transit - Ningbo's current subway passenger flow intensity is 0.45 million passengers per day per kilometer, below the national standard of 0.7 million passengers per day per kilometer [2] - The majority of cities with operational rail transit lines are experiencing lower-than-expected passenger flow, with only a few cities exceeding the 0.7 million passengers per day per kilometer threshold [2] Group 3: Policy Implications and Future Directions - The national government has implemented regulations to standardize urban rail transit investments, requiring cities to meet specific economic and demographic criteria before project approval [3] - The reliance on real estate development for funding urban rail transit is becoming unsustainable, necessitating a shift towards more pragmatic planning and operations to ensure financial sustainability [3] - Future urban rail transit projects must prioritize fiscal affordability and realistic passenger flow estimates to achieve a balance between revenue and expenses [3]

Core Insights - In September, China's urban rail transit system recorded a passenger volume of 2.69 billion trips, with an entry volume of 1.6 billion trips [1] - The Ministry of Transport reported a year-on-year increase of 110 million trips, representing a growth of 4.3% [1] Summary by Category Operational Data - A total of 54 cities across 31 provinces and regions, including Xinjiang Production and Construction Corps, operated 333 urban rail transit lines with a total operational mileage of 11,330.5 kilometers [1] - In September, 43 cities operated 274 subway and light rail lines, covering 9,839.3 kilometers, achieving a passenger volume of 2.6 billion trips and an entry volume of 1.54 billion trips [1] - Additionally, 16 cities operated 25 monorail, maglev, and regional rapid transit lines, with a total mileage of 970.7 kilometers, resulting in a passenger volume of 77.57 million trips and an entry volume of 52.21 million trips [1] - Furthermore, 18 cities operated 34 tram and automated guided rail lines, covering 520.5 kilometers, with a passenger volume of 9.62 million trips and an entry volume of 9.08 million trips [1] Growth Metrics - The average passenger intensity for the total operational mileage in September was 0.799 million trips per kilometer per day [1] - The month saw an addition of 119.8 kilometers in operational mileage and the launch of 2 new lines, specifically the southern section of Tianjin Metro Line 7 and the first phase of Xuzhou Metro Line 6 [1]

Core Insights - The Ministry of Transport reported that by September 2025, 54 cities in China will have opened 333 urban rail transit lines, covering a total operational mileage of 11,330.5 kilometers, with a total of 364 million train operations and a passenger volume of 2.69 billion [1][3] Group 1: Operational Data - In September, the passenger volume decreased by 190 million from the previous month, a decline of 6.6%, but increased by 110 million year-on-year, a growth of 4.3% [1] - The average passenger intensity across the national operational mileage was 0.799 million passengers per kilometer per day, which represents a decrease of 3.9% month-on-month and 3.3% year-on-year [1] - Among the 54 cities, 43 cities have opened 274 subway and light rail lines, with an operational mileage of 9,839.3 kilometers and a passenger volume of 2.6 billion [1] Group 2: New Operational Lines - In the current month, 119.8 kilometers of new operational mileage were added, along with 2 new operational lines, including the first phase of Tianjin Metro Line 7 and the first phase of Xuzhou Metro Line 6 [2] - Nine new operational sections were introduced, including segments of Chengdu Metro Line 10, Chengdu Metro Line 17, and others in various cities [2] Group 3: City-Specific Data - Major cities such as Beijing, Shanghai, and Guangzhou have significant operational lines and passenger volumes, with Beijing operating 29 lines and a passenger volume of 29.67 million, while Shanghai has 22 lines with 30.87 million passengers [3] - The operational intensity varies across cities, with Shenzhen showing a high intensity of 1.45 million passengers per kilometer per day, while cities like Dalian and Foshan have lower intensities of 0.32 and 0.31 million respectively [3][4]

Core Viewpoint - The Beijing Municipal Planning and Natural Resources Commission and the Beijing Market Supervision Administration have revised the local standard for urban rail transit engineering design, resulting in the new "Urban Rail Transit Engineering Design Standard," which will be implemented on January 1, 2026 [1] Group 1: Enhancements in Design Standards - The new standard increases the total chapters from 26 to 31 and raises the maximum operating speed from 100 km/h to 120 km/h [2] - New provisions for fast and slow train operations are introduced, with fast train speed efficiency not lower than 60% and slow train speed efficiency not lower than 40% [2] Group 2: Operational Efficiency - The standard specifies that during peak hours, the interval for regular lines should not exceed 4 minutes, and for fast lines, it should not exceed 6 minutes [3] - For peak hours, the maximum interval for regular lines outside the main service area should not exceed 6 minutes, while for fast lines, it should not exceed 10 minutes [3] Group 3: Passenger Experience Improvements - The standard emphasizes improving passenger transfer experiences, suggesting the installation of automatic walkways in long transfer corridors [4] - It encourages the inclusion of diverse convenience facilities at stations, such as retail shops, food and beverage areas, and self-service zones [4] Group 4: Safety and Environmental Standards - The standard details safety requirements for underground structures, enhancing anti-floating design and waterproofing measures [5] - It sets energy-saving requirements for lighting, ventilation, and air conditioning systems, promoting the use of energy-efficient equipment [5] - The standard supports prefabricated intelligent green construction technologies, including design requirements for prefabricated stations and tracks [5]

Core Insights - In July, China's urban rail transit achieved a passenger volume of 2.92 billion trips, marking a year-on-year increase of 1.7% [1] Summary by Categories Passenger Volume - The passenger volume in July increased by 230 million trips compared to the previous month, representing a growth of 8.6% [1] - Year-on-year, the passenger volume rose by 50 million trips, equivalent to a growth of 1.7% [1] Operational Data - A total of 54 cities across 31 provinces (autonomous regions, municipalities) and Xinjiang Production and Construction Corps operated 330 urban rail transit lines with a total operational mileage of 11,146.8 kilometers [1] - The actual number of train operations reached 3.74 million trips [1] Specific Transit Types - Among the cities, 43 operated metro and light rail lines totaling 271 lines and 9,658.1 kilometers, with a passenger volume of 2.82 billion trips [1] - 16 cities operated monorail, maglev, and regional rapid transit lines totaling 25 lines and 970.7 kilometers, achieving a passenger volume of 83.14 million trips [1] - 18 cities operated trams and automated guided rail lines totaling 34 lines and 518 kilometers, with a passenger volume of 10.98 million trips [1] Passenger Intensity - The average passenger intensity for the total operational mileage in July was 0.845 million trips per kilometer per day, which is a month-on-month increase of 3.4% but a year-on-year decrease of 5.7% [1]

Core Insights - The Ministry of Transport reported that in July 2025, 54 cities in China operated 330 urban rail transit lines, with a total operational mileage of 11,146.8 kilometers, and a passenger volume of 2.92 billion trips, marking an increase of 8.6% month-on-month and 1.7% year-on-year [1] Summary by Category Operational Data - In July 2025, the total operational mileage of urban rail transit reached 11,146.8 kilometers, with 330 lines in operation across 54 cities [1] - The actual number of train operations was 3.74 million, with a passenger volume of 2.92 billion trips and an entry volume of 1.74 billion [1] Passenger Volume - The passenger volume increased by 230 million trips month-on-month, representing an 8.6% growth, and a year-on-year increase of 50 million trips, or 1.7% [1] - The average passenger intensity for the total operational mileage was 0.845 million trips per kilometer per day, showing a month-on-month increase of 3.4% but a year-on-year decrease of 5.7% [1] City-Specific Data - Among the 54 cities, 43 cities operated metro and light rail lines totaling 271 lines and 9,658.1 kilometers, with a passenger volume of 2.82 billion trips [1] - 16 cities operated monorail, maglev, and regional rapid transit lines totaling 25 lines and 970.7 kilometers, with a passenger volume of 83.14 million trips [1] - 18 cities operated trams and automated guided rail systems totaling 34 lines and 518 kilometers, with a passenger volume of 10.98 million trips [1] New Additions - In July, there was an addition of 19.9 kilometers of operational mileage with one new operational section, specifically the northern section of Tianjin Metro Line 4 [1] - There was a reduction of 0.7 kilometers in operational mileage due to the cancellation of a section of the Guangzhou Haizhu Tram Line [1]

Core Insights - In May 2025, 54 cities across 31 provinces (autonomous regions and municipalities) and the Xinjiang Production and Construction Corps opened a total of 326 urban rail transit lines, with an operational mileage of 10,978.3 kilometers [1] - The actual number of train operations reached 3.68 million, with a completed passenger volume of 2.87 billion trips and an entry volume of 1.71 billion trips [1] - The passenger volume in May increased by 0.2 million trips, or 0.7% month-on-month, and by 0.8 million trips, or 2.9% year-on-year [1] - The average passenger intensity for the total operational mileage in May was 0.84 thousand passengers per kilometer per day, which represents a decrease of 2.5% month-on-month and a decrease of 3.5% year-on-year [1]