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10

2023

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01

Why Is There No One on China's Metro in Dec?

Source:

OIG+X

Dec was an unusual month for both Chinese people and overseas exporters. Domestically, the Chinese people were suffering a lot from the epidemic-- most of people got affected with covid starting from the first week of Dec and the situation got even worse in the second half of the month. We saw people from all works of life got sick and had to work at home-- leading to short of hands at cold stores, catering consumption decrease, deliveries collapse... For overseas people, their plans to come to China had to be postponed and the meat export were affected due to low demand in China.

 

Dec was an unusual month for both Chinese people and overseas exporters. Domestically, the Chinese people were suffering a lot from the epidemic-- most of people got affected with covid starting from the first week of Dec and the situation got even worse in the second half of the month. We saw people from all works of life got sick and had to work at home-- leading to short of hands at cold stores, catering consumption decrease, deliveries collapse... For overseas people, their plans to come to China had to be postponed and the meat export were affected due to low demand in China.

 

In Dec, few people were seen on the once crowded metro in China, even in the morning and evening rush hour. The following is the monthly metro traffic data of the four major cities. From the perspective of changes of passenger flow of Chinese main cities’ metro, we can easily have a glimpse of Chinese cities’ mobility and economic recovery, which will greatly affect the consumption and logistics.

 

-Beijing is the first to recover

Beijing metro passenger flow began to decline on Dec 9. The days from Dec 9 to 18 are the first peak of infection after the closure. From Dec 19, the passenger flow of Beijing metro began to rise and slowly recovered. So far, the situation is recovering rapidly.

 

-Shanghai is still "breaking through"

Dec 14 is a turning point for the Shanghai metro, and the passenger flow began to decline significantly. During the period from Dec 14 to 25, Shanghai was at the peak of the first wave of infection. On Dec 26, the passenger flow showed an upward trend.

 

-Guangzhou begins to recover

Guangzhou is the first to lift control. On Nov 30, Guangzhou proposed to remove all temporary control areas and do not encourage to take nucleic acid test. All metros and buses in the city resumed operation from that day.

 

The metro passenger flow began to decline on Dec 12. From Dec 12-18, Guangzhou was at the peak of the first wave of infection. Since Dec 19, the passenger flow has increased, since Christmas Eve on Dec 24, the flow of people on the streets has increased significantly. The first batch of infected people have recovered, and the vitality of the whole city has revived.

 

-Shenzhen "turning point" has not yet arrived

Shenzhen metro passenger flow began to decline on Dec 12, from 6 million person/day to only 2 million person/day. From Dec 12-23, Shenzhen was at the peak of infection. Since Dec 26, Shenzhen metro passenger flow showed signs of rising.

 

The data is from our Monthly Report-- Dec. Besides, more content like Chinese Covid-19 new policies, trade data, import statistics, big changes at ports and markets, etc. If you want to know more, it's time to send an email to overseas@oigcn.com.