
China is taking the rare step of sharply increasing fares for riders on four major bullet train lines, in its broadest move to address rising costs and heavy debts since construction of the system began nearly two decades ago.
近期,四条主要高铁线路票价大幅上涨,以应对成本上升和债务问题,这是二十年来幅度最大的一次,十分罕见。
The peak fares will rise almost 20 percent for first- and second-class tickets at peak times except for the route between Hangzhou and Changsha, where the increases will be smaller. Fares will jump as much as 39 percent for the luxurious V.I.P. business-class seats, which feature lie-flat seats resembling those in business class on intercontinental flights.
除杭州至长沙涨幅较小外,其他线路一等座、二等座高峰时段票价上涨近20%,商务座票价将上涨39%。
The higher prices for train tickets are part of a push to raise prices for public services. Earlier this year, water and natural gas bills started going up in some cities.
此次票价上涨是公共服务价格上涨的一部分。今年早前,一些城市的水费和燃气费开始上涨。
“Everything is going up, except wages,” one complained.
“什么都在涨,除了工资,”一名网友说。
Public services in China are heavily subsidized by local governments. But huge municipal debts mean that these governments have less money on hand to keep prices down.
公共服务得到地方政府的大力补贴,但巨额债务意味着没有钱来压低公共服务价格。
Increasing prices can stem losses at some giant state-owned enterprises that provide these services. And making consumers pay more helps offset the falling prices that are widespread in China’s economy as growth slows.
涨价可以减少提供这些服务的大型国企亏损。随着经济增长放缓,让消费者支付更多费用,有助于抵消普遍的价格下跌。
China has already pushed up electricity charges considerably since 2021 for many factories, although residential customers continue to pay low, subsidized electricity rates.
自2021年以来,多地工厂电费已大幅提升,但居民电费仍得到较大补贴。
The bullet trains are a symbol of the country’s capacity to build infrastructure, often even before there is consumer demand for it. But that infrastructure has been paid for with enormous borrowing, which has reached $870 billion just for China State Railway Group, the state-owned enterprise that runs the rail network.
高铁是该国基建能力的象征,通常在需求不足时就开工建设。但基建需要巨额借款,仅运营铁路网的国铁借款就达到8700亿美元。
But the debt incurred to build that network is not limited to China State Railway Group. Many of its lines are owned by joint ventures with provincial and municipal governments that helped pay for construction and are becoming less able to subsidize transportation.
但债务不仅限于国铁集团。许多线路都是由与省市政府的合资企业所有,这些企业帮助支付建设费用,但现在补贴能力越来越弱。
The rail system explained the fare increases, which will take effect on June 15, with a statement to the official Xinhua news agency, saying that “operating costs such as line maintenance, vehicle purchase, equipment updates, and employment of labor have undergone major changes.”
国铁对将于6月15日生效的票价上涨进行了解释,称“线路维护、车辆购置、设备更新、劳动力等运营成本发生了重大变化”。
The rail system said in its statement to Xinhua that raising the peak fares would make deeper discounts possible for some off-peak tickets and for slower trains that make more stops.
铁路系统在声明中表示,此举将使一些非高峰车票和停靠更多站点的慢速火车获得更大折扣。
The rail system increased second-class fares on the country’s most traveled route, between Beijing and Shanghai, by 8 percent in late 2020 and then another 10 percent a year later.
其实,早在2020年底,最繁忙的京沪线二等座票价就上涨了8%,一年后又涨了10%。
When the system opened, many in the West predicted its cavernous stations might never be filled. Today, lines serving some smaller cities, especially where economic growth has stalled or worse, are infrequently used.
当年高铁开通时,许多西方人预测其巨大的车站可能永远不会被填满。如今,一些小城市高铁上座率很低,特别是在经济停滞下滑的地方。
But hundreds of smaller cities and towns have built large stations, even if they have as few as one train a day. China State Railway invested another $108 billion last year in further expansion, much of it to connect outlying areas. Yet it reported operating profits of only $470 million, leaving it with little money to pay down debt.
但上千个较小的城镇也建造了大型车站,即使每天只有一趟车。国铁去年又投资1080亿美元用于进一步扩建,其中大部分用于边远地区。然而,整个集团去年营业利润仅为4.7亿美元,几乎没有钱还债。
延伸阅读
第一财经报道,除了广州水费涨价外,河南、湖南、安徽等多地近期上调了电价,或更改原本的计价方式。上个月重庆燃气表跑得太快的事情闹得沸沸扬扬,许多民众仔细检查自家燃气开销后发现,去年下半年以来,燃气费都增加了。有燃气业者表示,全国2000多个市、县预计会在今年6月前完成一次调价。
水、电、燃气、铁路等涨价,一方面与相关行业的成本上升有关;另一方面,这些公用属性的产品与服务,向来获得政府财政补贴。经济学者分析,这一轮涨价很大程度上与地方财政紧张有关。经济增长放缓,房地产低迷,导致地方财政吃紧,从中央到地方都过起了紧日子。地方债务已经没有扩大的空间了,一部分对公用产品和服务的补贴在这个节骨眼上会退出,涨价变得逼不得已。
新加坡《联合早报》对此评论道,眼下消费低迷,背后的根本原因是人们对经济前景、收入增长的预期都不乐观。尽管官方极力推动“以旧换新”等刺激消费的措施,但各种不确定性下,民众宁可把钱放在银行里,为“雨天”做准备。若是消费低迷的根本原因没有解决,这波水电燃气价格的上涨,恐怕会让已经觉得手头紧张的老百姓更舍不得花钱,如此循环,CPI上涨可能是昙花一现,对消费回暖弊大于利。


真的蚌埠住了。今天刷到这篇,脑子里第一反应就是评论区那句“什么都在涨,除了工资”——这话太他妈真实了,扎心。 我上个月刚坐了趟京沪高铁,商务座?想都不敢想。二等座我都嫌肉疼。以前出差还能咬咬牙买个一等座眯一会儿,现在一看票价涨幅,得,老老实实二等座吧,脖子歪着睡俩小时也不是不行。文章里说商务座要涨39%,我就服了这个数儿。一张商务座票本来就顶我好几天饭钱,再涨39%?那是给啥人坐的?反正不是我。真要说躺着,我回家躺床上不香吗? 不过话说回来,这事儿你光骂票价也没用。文章里不是提了么,地方债压顶,以前全靠政府补贴撑着,现在没钱了,只能从咱老百姓身上往回找。我看完其实有点矛盾——你说高铁票该涨不该涨?从运营方角度想,那几百亿的债务搁那儿,利息都吓死人,不涨价亏得亲妈都不认识。可你从我们普通坐车人的角度想,工资TM三年没动过,房租倒是年年涨,连楼下煎饼果子都从五块涨到七块了,凭啥就工资不涨?这日子真是越过越紧巴。 还有啊,文章里说这次是“二十年最大幅度”,咋一听挺吓人。但仔细琢磨琢磨,二十年了才涨这么一回狠的,说明之前是真硬扛着没动。我印象里小时候坐绿皮车,那票价十几年都一个样,那时候铁路也是亏着钱开。现在风水轮流转,该还的债早晚得还。所以说这波涨价,我虽然心里骂娘,但也不是完全理解不了。那些说“全国高铁就该免费”的,纯属想瞎了心。天上哪儿能掉馅饼?最后还不是自己兜里掏。 再说那个水费燃气费也跟着凑热闹。我上个月交水费,愣是比上上个月多了二十多块,我差点以为是家里哪儿漏水了。后来一打听,好家伙,阶梯水价悄默声儿调整了。我就纳闷了,水费涨、燃气费涨、高铁涨,这是商量好的么?这不是明摆着告诉我们:好日子到头了,准备勒裤腰带吧。 但最让我觉得有意思的是文章里那套逻辑——它说涨价能帮国企止损,还能“抵消通缩”。我当时看这儿就笑了。这啥逻辑啊?钱从老百姓兜里掏出来给国企填坑,回头告诉我们这是“为了解决经济下行”?你品品,是不是觉得哪儿不对劲?通缩是啥,说白了就是大家手里没钱不敢花。现在你把车票、水费、气费全给涨上去,大家手里更没钱了,那还敢花么?这不是把死循环往紧了拧么?真不知道这算盘是怎么打的。 不过话说回来,我又想了想,可能这就是个“割肉补疮”的法子。一边是地方债压得喘不过气,一边是国企亏损无处填补,上头估计也是没辙了,只能拣能动的动。高铁这玩意儿,毕竟坐的人是相对有消费能力的,宰一刀是一刀。水电气也是刚需,你总不能不用吧?反正涨不涨你都得掏。这么一想,还真是精准收割。 我有个朋友在杭州,他跟我说之前杭州到长沙那条线涨幅小,他还觉得自己捡了便宜。我当时就怼他:你兴奋啥呀?这次不涨狠的,下次也得补上。而且杭州那边本来就整体涨得算温柔的,你以为是你运气好?那是人家市场策略,细水长流罢了。反正跑不掉。 还有一点我挺在意的,文章里说“罕见”地采取这种行动。还罕见?我看以后就得常态化。现阶段就先拿这几条热门线路开刀试试水,等大家骂累了、骂习惯了,再把其他线路也给调了。温水煮青蛙嘛,先跳进去的疼那么一下,后面慢慢地,大家就都麻木了。再过个几年,回头看现在的票价,说不定还挺怀念呢。就跟那猪肉价似的,以前十块钱一斤谁嫌贵,现在十五一斤大家都觉得“嗯,还行”了。 不过说到底,我也不是完全反对涨价。毕竟你让铁路公司一直亏着跑,那也不是个事儿。服务质量跟不上、设备老化没人修,最后遭罪的还是乘客。我就希望啊,这个钱涨上去了,是真的能用来把高铁弄得更舒坦点儿,别到时候票贵了,晚点率还是那么高,车厢还是那么吵,那个所谓“如同洲际航班”的商务座咱也不敢指望,二等座的椅子起码别那么硬了行不行。 再啰嗦一句,那个纽约时报写的。我就觉得挺有那味儿——美国媒体嘛,字里行间总爱带点儿那种“你看中国这也不行了那也不行了”的感觉。什么债务啊、补贴啊、亏损啊,说得一套一套的。其实哪个国家的基础设施不靠补贴?美国那地铁烂成啥样了,票价涨得比咱还凶呢,咋不见他们板着指头算账呢?所以吧,涨就涨了,日子该过还得过。咱普通老百姓,琢磨这么多大道理也没用,唯一能干的,就是出门前多比比价,哪儿便宜坐哪儿,哪儿省吃哪儿。 真服了,现在出门儿一趟,车票加吃喝,来回小一千没了。本来还想攒钱去哪儿玩儿一趟,现在看还是老老实实在家逛公园吧,毕竟公园不要钱。哦不对,万一哪天公园也涨价……那就真没活路了。行了不扯了,反正就是——涨吧涨吧,你涨你的,我穷我的。