全球公共交通行业市场前景及投资研究报告-培训课件外文版2024.5高铁地铁公交车

INDUSTRIES

&

MARKETSPublictransportationworldwideCHAPTER

01OverviewGlobalurbanpassengertraveldemandforbustravelfrom2019to2022withaforecastthrough2050,byregion(inbillionpassengerkilometers)Globalurbandemandfortravelbybusfrom2019to2050,byregionEuropeEastandNortheastAsiaLatinAmericaandtheCaribbeanSoutheastAsiaMiddleEastandNorthAfricaSub-SaharanAfricaSouthandSouthwestAsiaTransitioneconomiesandotherAsiaPacificUnitedStatesofAmerica,Canada,AustraliaandNewZealand12,00010,0008,0006,0004,0002,000020192020202220252030204020503Description:Between2022and2050,passengertravelbybusincitiesaroundtheworldisexpectedtonearlydouble.Sub-SaharanAfricaisexpectedtoexperienceparticularlystronggrowthinthissector,withurbanbuspassengerkilometersgrowingfrom798billionto2.5trillion.ReadmoreNote(s):Worldwide;2019to2050;Currentambitionscenario;Urbanpassengermodel.Source(s):ITF;OECDGlobalnon-urbanregionalpassengertraveldemandforbustravelfrom2019to2022withaforecastthrough2050,byregion(inbillionpassengerkilometers)Globalnon-urbanregionaldemandfortravelbybusfrom2019to2050,byregionEuropeEastandNortheastAsiaLatinAmericaandtheCaribbeanSoutheastAsiaMiddleEastandNorthAfricaSub-SaharanAfricaSouthandSouthwestAsiaTransitioneconomiesandotherAsiaPacificUnitedStatesofAmerica,Canada,AustraliaandNewZealand5,0004,5004,0003,5003,0002,5002,0001,5001,000500020192020202220252030204020504Description:InEurope,thedemandforpassengertravelbybusesbeganat739.13billionpassenger-kilometersin2019.Despiteadecreaseto564.82billionpassenger-kilometersin2020,theregionswiftlyrebounded,reaching601.11billionpassenger-kilometersby2022,showcasingapositivegrowthtrend.Comparatively,intheUnitedStatesofAmerica,Canada,Australia,andNewZealand,thedemandstartedat21.55billionpassenger-kilometersin2019,fluctuatingto16.30billionin2020,thenrisingto[...]

ReadmoreNote(s):Worldwide;2019-2050;Currentambitionscenario;Non-urbanregionalpassengermodel.Source(s):ITF;OECDMarketsharesofleadingpublictransportprovidersworldwide2022Globalpublictransportmarketleadermarketshares2022Globalmarketshare0.0%MTA0.5%1.0%1.5%2.0%2.5%3.0%3.5%4.0%4%4.5%RATPTransportforLondonKrasprigorod4%4%3%3%SapporoMunicipalSubwayDelhiMetro2%GuangzhouMetroWMATA2%2%2%2%ShenzhenMetroBusanTransportation5Description:Publictransportisahighlyfragmentedmarket,withmostoperatorsonlyservingaspecificcityorregionandtenbeingpublic-ownedorrun.Individualtransportoperatorsthereforeonlyholdarelativelysmallshareoftheglobalpublictransportmarket.Thethreelargestpublictransportoperatorsin2022weretheMTA,whichrunspublictransportinNewYorkCity,theRATP,inParis,FranceandTransportforLondonintheUK.Eachoftheseoperatorsheldaglobalmarketshareofaround[...]

ReadmoreNote(s):Worldwide;2022;basedonaMarch2023forecast,onlyleadingprovidersareshownandsharesdonotaddupto100percent.Source(s):MobilityMarketInsightsGlobalnon-urbanintercityandinternationalpassengertraveldemandbypassengertrainfrom2019to2022withaforecastthrough2050,byregion(inbillionpassengerkilometers)Globalinternationalandintercitydemandfortravelbytrainfrom2019to2050EuropeEastandNortheastAsiaLatinAmericaandtheCaribbeanSoutheastAsiaMiddleEastandNorthAfricaSub-SaharanAfricaSouthandSouthwestAsiaTransitioneconomiesandotherAsiaPacificUnitedStatesofAmerica,Canada,AustraliaandNewZealand7,0006,0005,0004,0003,0002,0001,000020192020202220252030204020506Description:Globalpassengerdemandforintercityandinternationaltravelbytrainisprojectedtogrownearlyfive-foldbetween2022and2050,growingfromaround1,310billionpassengerkilometersto6,640billionpassengerkilometers.ThemajorityofthisgrowthisexpectedinEastandNortheastAsia,wherepassengerdemandisexpectedtorisebymorethan600percentinthesameperiod.

ReadmoreNote(s):Worldwide;2019-2050;Currentambitionscenario;Non-urbaninternationalandintercitypassengermodel.Source(s):ITF;OECDGlobalurbanpassengertraveldemandforrailtravelfrom2019to2022withaforecastthrough2050,byregion(inbillionpassengerkilometers)Globalurbandemandfortravelbytrainfrom2019to2050,byregionEuropeEastandNortheastAsiaLatinAmericaandtheCaribbeanSoutheastAsiaMiddleEastandNorthAfricaSub-SaharanAfricaSouthandSouthwestAsiaTransitioneconomiesandotherAsiaPacificUnitedStatesofAmerica,Canada,AustraliaandNewZealand2,5002,0001,5001,000500020192020202220252030204020507Description:Globalurbanpassengertraveldemandfortransportbytrainisprojectedtomorethandoubleto2.3trillionpassengerkilometersby2050,upfrom1.1trillionpassengerkilometersin2022.InsouthandsouthwestAsiaurbanpassengerrailtransportdemandisexpectedtogrowby267percentinthesameperiod.ReadmoreNote(s):Worldwide;2019to2050;Currentambitionscenario;Urbanpassengermodel.Source(s):ITF;OECDMarketsharesofleadingpassengerrailprovidersworldwide2022Globalpassengerrailmarketleadermarketshares2022Globalmarketshare0%2%4%6%8%10%12%IndianRailwaysDeutscheBahnAmtrak11%3%3%3%SNCFJREast2%SwissFederalRailways2%8/statistics/1413727/global-passenger-rail-market-leadersIndianRailwaysholdsthelargestmarketshareintheglobalpassengerrailsector,accountingforelevenpercentofthemarket.ThecompanyisfollowedbyDeutscheBahn,AmtrakandSNCF,whoeachaccountforaboutthreepercentofthemarket.

ReadmoreNote(s):Worldwide;2022;basedonanMarch2023forecast,onlyleadingprovidersareshownandsharesdonotaddupto100percent.Source(s):MobilityMarketInsightsWorld'sfastesttrainsin2022,rankedbyrecordspeed(inkilometersperhour)Fastesttrainsintheworldbyrecordspeed2022Recordspeedinkm/h200

3000L0SeriesMaglevJapan100400500486600603600581575700CRRCQingdaoSifang2021MaglevChinaJRCentralMLX01MaglevJapanTGVPOSFranceCRH380AHexieChinaShanghaiMaglevChina431430HEMU-430XSouthKoreaFuxingHaoCR400AFChinaSiemensVelaroESpain418404400Frecciarossa1000Italy9Description:AsofAugust2022,thefastesttrainonEarth,basedonitsrecordspeed,istheJapaneseL0SeriesMaglevwitharecordspeedof603kilometersperhour.TheL0SerieswasfollowedcloselybytheCRRCQingdaoSifang2021MaglevofChina,witharecordspeedof600kilometersperhour,althoughbothtrainsarenotyetinoperation.ThefastesttraininoperationistheJapaneseMLX01Maglev,witharecordspeedof581kilometersperhour.

ReadmoreNote(s):Worldwide;2022Source(s):ScreenRantCHAPTER

02FinancialsWorldwidepublictransportrevenuefrom2017to2022withaforecastthrough2027(inbillionU.S.dollars)Globalpublictransportrevenueforecast2017-2027350290.6291.7288.2288.430025020015010050284.7283.9281278.3232.8208.6209.302017201820192020202120222023202420252026202711Description:GlobalpublictransportrevenuesdippedduringtheCOVID-19pandemic,fallingaslowas209billionU.S.dollarsin2020.In2023,revenuesareprojectedtoriseto278billionU.S.dollarsandthentocontinuegrowingslowlyataroundonepercentperyearuntil2027.ReadmoreNote(s):Worldwide;2017to2027;basedonanAugust2023forecastwhichreflectsthemarketimpactofRussia'swaronUkraine.Source(s):MobilityMarketInsightsWorldwideaveragepublictransportrevenueperuserfrom2017to2022withaforecastthrough2027(inU.S.dollars)Globalpublictransportrevenueperuserforecast2017-20278070.8970.6668.2570605040302010064.5864.4164.4764.5764.9361.657.2254.872017201820192020202120222023202420252026202712Description:Publictransportaveragerevenueperuser(ARPU)droppedbyaroundafifthbetween2019and2020,largelyduetotheCOVID-19pandemic.TheARPUbegantoincreaseagaininthefollowingyearsandisprojectedtostabilizeatjustunder65U.S.dollarsbetween2023and2027.ReadmoreNote(s):Worldwide;2017to2027;basedonaJuly2023forecast.Source(s):MobilityMarketInsightsMonthlyticketpriceforpublictransportationinselectedcitiesworldwidein2023(inU.S.dollars)Publictransportmonthlyticketcost:keycitiesglobally2023MonthlyticketpriceinU.S.dollars100

150050200250300LondonNewYorkTorontoMelbourneSingaporeDubai2711271161149695Stockholm939290ZürichParisSaoPaoloViennaBrusselsJohannesburg6555534413Description:In2023,amonthlypublictransportpassinLondoncost271U.S.dollars,whileamonthlypassinNewYorkcost127U.S.dollars.MeanwhilepublictransportinLuxembourg,Valletta,andTallinnwasfreeduringthisperiod.ReadmoreNote(s):Worldwide;March2023Source(s):PicodiWorldwidepassengerrailrevenuefrom2017to2022withaforecastthrough2027(inbillionU.S.dollars)Globalpassengerrailrevenueforecast2017-2027180160140120156.5150.6144.2136.8129.9107.1104.197.6797.1110080604020069.5865.72017201820192020202120222023202420252026202714Description:AfterhavingexperiencedasharpdeclineinrevenuesduringtheCOVID-19pandemic,theglobalpassengerrailsectorisprojectedtogrowsignificantlyoverthecomingyears.Between2022and2027,globalrevenuefromthesectorisprojectedtogrowbyaround20percent.ReadmoreNote(s):Worldwide;2017to2027;basedonanAugust2023forecastwhichreflectsthemarketimpactofRussia'swaronUkraine.Source(s):MobilityMarketInsightsWorldwideaveragepassengerrailrevenueperuserfrom2017to2022,withaforecastthrough2027(inU.S.dollars)Globalpassengerrailrevenueperuserforecast2017-2027160140147.7144.9141.6137.6134.3127.1126123.6120100806040200105.478.871.792017201820192020202120222023202420252026202715Description:Averagerevenueperuserintheglobalpassengerrailsectorisexpectedtogrowtonearly148U.S.dollarsby2027.In2022,averagerevenueperuserinthesectorstoodatnearlyathirdless,at105.4U.S.dollars.

ReadmoreNote(s):Worldwide;2017to2027;basedonanAugust2023forecast.Source(s):MobilityMarketInsightsCHAPTER

03InfrastructureandrollingstockBusrapidtransit(BRT)systemnetworklengthasofApril2023,byregion(inkilometers)Networklengthofbusrapidtransitsystemsworldwidebyregion2023Networklengthinkilometers1,00005001,5002,0002,0032,500LatinAmericaAsia1,691Europe919NorthAmericaAfrica744152Oceania10917Description:AsofApril2023,LatinAmericahadthemostextensivebusrapidtransitsystem(BRT)globally.LatinAmericancountrieshadacumulativenetworklengthofjustover2,000kilometers.AsiarankedsecondinBRTnetworklength,withanetworkmeasuring1,691kilometers.ReadmoreNote(s):Worldwide;asofApril2023Source(s):BRTDataWorldwidelightrailandtramnetworklengthasofendof2021,byworldregion(inkilometers)Globallightrailtransitinfrastructurelengthbyregion2021Networklengthinkilometers4,000

5,00001,0002,0003,0006,0007,0008,0009,0009,12910,000EuropeEurasia3,449NorthAmericaAsia-PacificMENA1,6591,183245LatinAmericaAfrica1004718/statistics/1413577/light-rail-and-tram-network-length-by-world-regionAttheendof2021,Europehadthemostextensivelightrailtransit(LRT)networkglobally,runningtoacumulativelengthofover9,100kilometers.Eurasiahadthesecond-largesttramsandlightrailnetwork,amountingtoaround3,400kilometers.

ReadmoreNote(s):Worldwide;endof2021;lightrailtransitincludestramandlightrail,asdefinedbythesource.Source(s):UITPLengthofthehigh-speedraillinesinoperationworldwideasof2022,byregion(inkilometers)High-speedraillineslengthworldwidebyregion2022Lengthofhigh-speedraillinesinkm20,000

25,000

30,00005,00010,00015,00035,00040,00045,00044,51250,000AsiaPacificEurope12,384MiddleEastNorthAmerica1,681735Africa

186LatinAmerica019Description:WhileAsiaPacificcurrentlyboaststhelongesthigh-speedrailwaynetworkintheworld,withmorethan44,500kilometersintotal,Europehasthesecond-longestnetworkataround12,400kilometers.Currently,therearenohigh-speedraillinesinoperationinLatinAmerica.Theregionisstillinpreliminaryplanningstageswhenitcomestofuturehigh-speedrailprojectsacrossthecontinent.ReadmoreNote(s):Worldwide;2022;OnlyincludeslinesinoperationSource(s):UICLeadingmanufacturersofhighspeedrollingstockworldwidein2022,basedonmarketshareLeadingrollingstockmanufacturersforhighspeedvehiclesworldwide2022HyundaiRotem2%Other12%Stadler3%HitachiRail5%Siemens7%Alstom15%CRRCCorp.Ltd.56%20Description:In2022,theChineserollingstockmanufacturerCRRCCorp.Ltd.dominatedthemarketforhighspeedvehicleswithamarketshareof56percent.Otherworld-leadingrollingstockmanufacturersforthissegmentincludeEuropeanmanufacturers,suchasAlstomwhoobtainedamarketshareof15percent.GermanmanufacturerSiemensrankedthird,reportingatotalmarketshareofjustsevenpercent.ReadmoreNote(s):Worldwide;2022Source(s):SCIVerkehr;StadlerRailLeadingmanufacturersofpassengercoachrollingstockworldwidein2022,basedonmarketshareLeadingrollingstockmanufacturersforpassengercoachvehiclesworldwide2022TMH16%CRRCCorp.Ltd.3%Alstom3%Siemens1%Other77%21Description:In2022,theglobalmarketformanufacturingpassengercoachvehicleswasdominatedbymultiplerollingstockmanufacturerswhosharedamarketvalueof77percent.Intermsofspecificcompanydominance,theRussianrollingstockmanufacturerTMHleadthemarketforpassengervehicleswithamarketshareof16percent.Otherworld-leadingrollingstockmanufacturersforthissegmentincludeEuropeanmanufacturers,suchasAlstomwhoobtainedamarketshareofjust[...]

ReadmoreNote(s):Worldwide;2022Source(s):SCIVerkehr;StadlerRailLeadingmanufacturersofmetrorollingstockworldwidein2022,basedonmarketshareLeadingrollingstockmanufacturersformetrovehiclesworldwide2022Siemens1%Stadler1%TMH2%Other12%CAF1%HyundaiRotem4%Alstom6%CRRCCorp.Ltd.73%22Description:In2022,theChineserollingstockmanufacturerCRRCCorp.Ltd.dominatedthemarketformetrovehicleswithamarketshareof73percent-theonlymanufacturertoboastadouble-figuremarketshare.Otherworld-leadingrollingstockmanufacturersforthissegmentincludeEuropeanmanufacturers,suchasAlstomwhoobtainedamarketshareofsixpercent.AsianmanufacturerHyundaiRotemrankedthird,reportingatotalmarketshareofjust4percent.ReadmoreNote(s):Worldwide;2022Source(s):SCIVerkehr;StadlerRailCHAPTER

04RidershipWorldwidenumberofpublictransportusersfrom2017to2022withaforecastthrough2027(inbillionusers)Projectedglobalpublictransportusers2017-20275.04.54.474.494.424.364.314.164.114.074.03.53.02.52.01.51.00.50.03.83.783.662017201820192020202120222023202420252026202724Description:Thenumberofpublictransportpassengershasbeenonaslowupwardtrendandisprojectedtoreach4.49billionusersby2027.Thisupwardtrendwasinterruptedbetween2020and2022,duetotheCOVID-19pandemic,whenusernumbersdroppedsignificantlyandthenbeganrecoveringtothepre-pandemiclevels.ReadmoreNote(s):Worldwide;2017to2027;basedonanAugust2023forecast.Source(s):MobilityMarketInsightsNumberofdailypassengersusingbusrapidtransit(BRT)systemsasofApril2023,byregionDailyridershipofbusrapidtransitsystemsworldwidebyregion2023Dailypassengers10,000,00005,000,00015,000,00020,000,00020,785,20625,000,000LatinAmericaAsia9,238,060Europe2,914,113NorthAmericaAfrica1,005,796491,578Oceania436,20025/statistics/561227/bus-rapid-transit-networks-worldwide-by-region-daily-ridershipLatinAmericahasthelargestglobaldailyridershipofbusrapidtransit(BRT).Nearly21millionpeopleuseBRTdailyinLatinAmerica,morethantwiceasmanydailypassengersasrecordedinAsia,whichhasthesecondhighestnumberofBRTriders.

ReadmoreNote(s):Worldwide;asofApril2023Source(s):BRTDataCitieswiththebusiestbusrapidtransit(BRT)networksworldwideasof2022,rankedbyridership(inmillions)Busrapidtransitnetworksglobally:leadingcitiesbyridership2022Numberofpassengersinmillions400

60002008001,0001,200RiodeJaneiro(Brazil)Bogotá(Colombia)Taipei(Taiwan)1,060.64657.6626.52416.54395.1372SãoPaulo(Brazil)Lille(France)MexicoCity(Mexico)BuenosAires(Argentina)Guangzhou(China)Istanbul(Turkey)271.2255225223.5Quito(Ecuadorl)26Description:Asof2022,Braziliancitieshadsomeofthemostusedbusrapidtransit(BRT)systemsintheworld,withRi