1. Introduction
Over the last four decades, China has experienced rapid economic growth at an average annual growth rate of nearly 10%. Meanwhile, the urbanization rate increased from 19.39% in 1980 to 58.52% in 2017. The increase in urban population is nearly 16 million each year during this period [
1]. The Chinese government issued the
National New-type Urbanization Planning, 2014-2020 in 2014, which regarded the optimization of resource allocation in urban planning as one of the critical goals. Improving land-use efficiency and encouraging the construction of a public transit system have become the development direction of ‘new-type urbanization.’ In this background, traffic and urban planners give more attention to various public transport (e.g., metro and bus) than private motorized vehicles to deal with various diseases typical of cities, such like dense urban populations, longer commuting distance, traffic congestion and worsening air quality. Particularly considering its superiority in transportation volume, speed and punctuality, an individual would have a more satisfied and convenient experience in travel by public transportation [
2]. However, the efficiency and equality of public transit have attracted little attention in China. A balanced public transit system plays an essential role in urban infrastructure due to its crucial contribution to improving individuals’ access to various social, recreational and community facilities and alleviating the spatial mismatch between jobs and residential locations, especially considering most commuters in China commute by public transit. Therefore, we need to have a thorough understanding of existing public transportation resources and commutes in China’s large cities through the lens of equity.
China is experiencing the most ambitious urban rail expansions in order to meet the growing travel demand caused by rapid urban growth. Notably, the emergence of the metro has greatly enriched individuals’ travel mode choice while considering the convenience and efficiency; it has undoubtedly become the best way to improve urban public transit service in metropolitan cities. By the end of 2017, 35 cities in China had metros in operation totaling 4991km, among which a total of 14 cities had more than 100 km of metro in operation. Metropolitan cities have also formed mass transit networks with metro as the backbone. Despite the explosion in metro construction, metros in many Chinese cities do not form extensive networks and a large percentage of metro riders heavily rely on bus transportation to transfer to reach their destinations [
3].
The fundamental goal of public transit is supplying mobility that will benefit the whole society. However, this concept of responsibility to the public is sometimes interpreted narrowly by transit service providers and governments as providing only a minimal transit service to everyone [
4]. In reality, most public transit services are concentrated in the urban and suburban due to efficiency but the distribution of population may not be consistent with this layout. This mismatching results from the imbalance distribution of costs and benefits of transport-related infrastructure and services, which may lead to worsening social inequalities and a higher threshold for individuals to move into cities [
5]. That is to say, low-income and other socially vulnerable populations usually have to suffer poor quality transport and the resulting physical and time loss [
6].
Since the proposal of the Spatial Mismatch Hypothesis, which links jobs with housing places, show the living condition of socially vulnerable populations in the process of reconstruction of urban space from the perspective of jobs–housing spatial relationship. Jobs–housing balance had been subjected to a great deal of study. In this connection, a typical study showed that a majority of America’s black population lived in the urban area without matched fitting jobs due to the suburbanization of employment and racial discrimination in the housing market. It resulted in lower wages, higher unemployment and longer commuting distance [
7]. After that, a large number of researches focus on the spatial barrier that America’s black population living in urban areas have to face in terms of housing and employment opportunities [
8]. Some of them extend this topic to the discussion about urban spatial inequity and its policy and institutional causes [
9,
10].
Concerning China, some scholars also found the separation of workplace and residence in China’s major cities at different degree due to the urban sprawl and residence suburbanization [
11,
12]. With the construction of the geographical research framework based on the micro time of commuting trips, Chai et al. (2002) proposed that we can assess the commuting trips at short, middle and long-distance with the consideration of attributes of citizens [
13]. In the case of Beijing, Li and Li (2007) found that the move of large residential quarters, like Huilongguan and Tongtianyuan, increased the extent of home–work separation, then increased the reserved time of travel [
14]. Similarly, based on questionnaire surveys, Wang et al. (2011) also found severe home–work separation after the analysis of residents’ commuting time and directions [
15]. In addition, this separation may have different impacts on citizens with different living conditions. Notably, it may further worsen the living conditions of those with low-income, laid-off workers, migrants and other socially or physically vulnerable populations.
However, existing studies mainly focus on commuting space, commuting distance, commuting time and other factors that are affecting jobs–housing spatial separation. Furthermore, most of them are based on micro survey data target in big cities like Beijing and Shanghai. The analysis aims at home-work separation based on city-level data usually cannot reflect the specific situation and individual variation. In this situation, it is of great importance to study jobs-housing relationship at individual-level and its influence on commutes in Chinese cities. Under this background, we developed a methodology to calculate the index of distribution of commuting trips after the identification of commuters using for reference the calculation method for the Gini coefficient in the field of economics. After that, this study quantifies and visualizes Nanjing’s jobs-housing balance in each district. We apply Nanjing Smart Card Data (NSC) to assess the spatial distribution of jobs–housing based on the identification and visualization of commuters. As a kind of large-scale data with geo-tag and time-tag, smart card data has the advantage of good continuity, wide-coverage, comprehensive and dynamic information. All of these contribute to overcoming the high cost and long interval of survey data about resident trips. As mentioned above, metro as the primary public transit mode in metropolitan cities of China takes a large volume of passengers. Therefore, two different transportation modes (metro and metro-to-bus transfer) are taken into consideration in this study.
The paper proceeds as follows.
Section 2 gives a review of relevant theories and studies from two perspectives.
Section 3 describes the study area and data sources, then explains the construction of relevant indicators.
Section 4 discusses our methodology applied to the identification of commuting trips and the assessment of home–work separation.
Section 5 and
Section 6 present the results and discussion, conclusions and future research directions.
5. Results and Discussion
5.1. Descriptive Analysis of Overall Commuting Trips
The daily work trip patterns of smart card users can be described through the weekday smart card data. Moreover, the daily trips of work commuters can be identified with the identification methods mentioned above. The distribution of identified commuters’ work trip by metro or metro-to-bus transfer during five weekdays is shown in
Figure 6. The letter ‘B’ means the bus mode and the letter ‘M’ refers to the metro mode. ‘M+’ means work trips by metro only, that is taking metro one time or more without any bus trips within a day, ‘MB’ means experiencing metro-to-bus transfers.
As shown in
Figure 6, the average number of work commuters’ trips in Nanjing on a weekday is about 0.153 million trips, the average number of trips by metro (not including bus) is about 0.114 million trips the average number of metro-to-bus transfer trips is about 30 thousand trips.
The urban area includes four districts (i.e., Xuanwu, Qinhuai, Gulou and Jianye) and the suburban area includes three districts (i.e., Yuhuatai, Pukou, Qixia) and the exurban area includes two districts (i.e., Jiangning and Luhe). The distribution of commuters in different districts shows different characteristics. As a whole, there are more work commuters in suburban and exurban areas than in urban areas who commute by public transit. Among urban areas, work commuters by public transit concentrate in Jianye, this is partly due to the fact that it is one of the financial centers in eastern China and is where the Hexi CBD of Nanjing is located. In addition, most work commuters by public transit appear in Pukou among suburban areas of Nanjing. It is because Pukou district is located close to the urban areas and three railway lines have been in operation there. Therefore, residents in this district may have higher metro accessibility than those in other areas. As two exurban districts, Jiangning’s commutes are much more than Luhe. This is because the former is the location of several science and education parks like Jiangning campus city, which offer more potential jobs. Moreover, only one metro line is operating in Luhe while three lines in Jiangning. This difference to a large extent restricts individuals’ commuting mode choice. However, Lishui and Gaochun have no metro in operation during the period of this study, so the distribution of commutes in both districts is not available.
5.2. Distribution of Commuting Trips by Public Transit in Metropolitan Area of Nanjing
In this part, we will provide a detailed comparison of the commuting distribution in each district of Nanjing by the Gini coefficient. The Gini coefficient for the overall area of Nanjing is 0.275, as shown in
Figure 7. In practical terms, this means the commuting time in Nanjing is relatively uniformly distributed. That is to say, most commuters share similar commuting time.
The Gini coefficient of commuting time is 0.251 for the urban areas, which is slightly lower than 0.258 for suburban areas and 0.267 for exurban areas, as shown in
Figure 7. This, at some degree, shows the imbalance of jobs-housing distribution is worse in non-urban areas than urban areas in Nanjing due to the unequal distribution of jobs. So, the proportion of long-distance commutes is higher in suburban and exurban districts compared with urban districts. Specifically, the Gini coefficients of all urban areas are within the normal range (between 0.2 and 0.3), as shown in
Figure 8a. Among them, the Gini coefficient of Jianye district and Xuanwu district are relatively lower (as shown in
Table 5), accompanied by an average travel time of 33.5 min and 32.7 min respectively. Following by Gulou district and Qinhuai district, with an average travel time of 34.4 min and 31.0 min respectively. There is little gap among these districts in average commuting time. As most economical, political and education resources centralize in these districts, residents in these areas usually do not need to work in other districts. Besides, they have access to better transport infrastructure that is also conducive to reducing the travel time, then the distribution of commuting time becomes more even. The Gini coefficients of urban areas and suburban areas are similar, which suggests that suburban districts benefit from the spillover effect of various public facilities and economic resources. These are conducive to improving these districts’ commuting conditions and creating more employment opportunities. In terms of exurban districts, this spillover effect is not significant.
Compared with urban areas, the gap of each non-urban district in commuting time is larger. The Gini coefficient of Pukou district is the smallest one among non-urban districts. As demonstrated before, Pukou district is located close to the urban area and there are three metro lines in operation there. Therefore, residents in this district may have higher metro accessibility than those in other non-urban areas. Albeit the average commuting time by public transit in this district is about 34.061 min, which is significantly longer than other urban districts. The next one is Jiangning district, its Gini coefficient is 0.257, its relative shorter averaging commuting time is due to the following reasons: First, although it is an exurban district, its location is close to Qinhuai district (one of the urban districts), enjoying more spillover effects of transport infrastructure than some suburban districts. Second, it is the location of science and education industrial parks and Nanjing international airport, which lead more public traffic resources to incline to this district, for instance, the opening of metro line 3 that runs through the whole district and the construction of Jiangning campus city. The average commuting time of residents from Yuhuatai and Qixia is about 30.7 min and 38.2 min that rank first and second shortest time in suburban areas respectively, which are similar to urban districts. Although the reasons that lead to their good performance in travel time are different. As for Qixia district, it is an important logistics hub, sub-business center, industrial zone and a center of technology and education of Nanjing. There have been two metro lines in this district. For Yuhuatai, it is often known for its tourist attractions that demand better transit, so four metro lines are running in it. These favorable factors of transport infrastructure contribute to a short commuting time. In addition, Luhe’s Gini coefficient is the biggest (0.289), which indicates that the commuting time of workers living in this district has the most uneven distribution. As the northernmost district of Nanjing, only one metro line is operating in this district. Moreover, the direct metro from Luhe to downtown is not available. All of these lead to the longest average commuting time (53.5 min), which, at some degree, suggest a low level of jobs-housing balance. Unfortunately, there is no metro lines in operation in Lishui and Gaochun during this study period, so their average commuting times are not available.
5.3. Jobs-Housing Balance of Nanjing
According to the statistical yearbook of Nanjing, Nanjing’s employees of the secondary and tertiary industry reached 2.05 million in 2016 accompanied by the resident population of 6.58 million whereas the number of the resident working population is not available in the yearbook due to the limitations of data.
In order to depict the detailed situation of jobs-housing balance, we adopt the concept of jobs-housing ratio (JHR) proposed by Cervero (1989) to show the matching degree between jobs and working population within a district [
29]. As JHR can be estimated from the ratio of jobs to working population, this study adopts the number of commuters whose destinations are all located in a particular district to represent the number of jobs within this district, meanwhile, we adopt the number of commuters whose origins are all located in the same district to represent the number of working population of this district. Although the commuting data used in this study does not cover those who commute by non-public transit, in view of China’s practical conditions that most commuters choose public transit as their preferred mode of transportation, the result of this study is representative and credible.
According to Cervero (1989), the value of JHR between 0.8 and 1.2 suggests a high level of jobs–housing balance, a value more than 1.2 indicates the surplus of jobs in this district and a value less than 0.8 means insufficient job opportunity.
Table 6 shows that Xuanwu district’s proportion in jobs of the whole city is about 33%, while its proportion in working population of the whole city only is only 11%, the JHR is up to 3.1. These results indicate that the jobs of this district is far more than the working population of this district. The JHR of other urban districts are close to 1.2, which suggest that the jobs and working population in these districts are relatively matched. In terms of suburban districts, this situation is not very well. The value of JHR is less than 0.8 in all suburban districts but Yuhuatai, which means the existence of insufficient job opportunity in these districts. This mismatch is more serious in Pukou (as shown in
Figure 9), the disparity between outflow and inflow of commuters is wider. Similarly, Qixia also faces the same situation. Among exurban districts, Jiangning also faces serious lack of jobs and this is partly because its largest proportion in working population of the whole city (18.465%), there is no enough jobs to meet them although it is famous for its science and education industrial park and campus city.
Although jobs are also in short supply in Luhe and its JHR is close to Jiangning’s, the mismatch between jobs and residential places may not vary severe due to its smaller proportion in working population and jobs of the whole city.
Note: origin represents the number of commuters whose origins of commutes are located in the particular district; destination represents the number of commuters whose destinations of commutes are located in the particular district. Ratio represents the result of JHR.
Moreover, we also counted the number of least (travel time < 10min) and highest (travel time > 90min) travel time of commuters in each district (as shown in
Table 7). It can be seen that most commuters who travel more than 90 min come from Pukou, Luhe and Jiangning and commuters who travel less than 10 min mostly live in urban areas and Jiangning. This indicates that both short time commutes within Jiangning district and suburban-to-urban commutes from this district are frequent. This finding is consistent with
Figure 9; its large number of working populations cannot enjoy the same level of public transit service due to the limited metro coverage compared with its vast area. So those live near public transport facilities enjoy a higher level of accessibility to work than those who not.
In addition to the analysis at district-level, we also investigate the jobs–housing balance at a more micro level, so this study extends the analysis to the situation within a particular district. As shown in
Figure 10a, the JHR of central urban is far more than other urban areas. This is because the Xinjiekou business area and Zhujianglu business area are all located in downtown, which attracts a large number of commuters to work there. At the same time, the JHR of some urban stations near the boundary between urban areas and suburban areas is less than 1, especially those in Xuanwu district. One possible reason is that those stations are near Zhongshan scenic area where the productive activity is not allowed. This leads to a relative lack of jobs. Furthermore, those commuters live in the urban fringe usually choose to work in the central urban areas, which results in a low value of JHR of urban stations near the boundary between urban areas and suburban areas. Concerning the suburban areas, most stations show the same situation as the whole districts. A low JHR of the terminal of metro line 2 located in Yuhuatai district (shown in
Figure 10b) suggests that most nearby residents commute to other districts for work. This is because this station is close to one urban district (Jianye), workers who work in urban areas may choose to live in the place near this station in consideration of lower housing price. Another interesting finding is that the JHR of stations near the university is more than 1 in Jiangning district (as shown in
Figure 10c). Since these are universities’ new campus, the surrounding residential development and construction are not well established. Most relevant workers may choose to live in other districts with mature living service facilities.
Therefore, we can infer that industrial activities of Nanjing are mostly concentrated in urban areas and residents are transferring from urban areas to suburban and exurban areas with the process of suburbanization of residence (the proportion of Pukou, Qixia and Jiangning in the working population of the whole city reaches 53.981%). As a result, the over-concentrations of industrial activities in urban areas besides the inadequate industrial support and feeble centralize capability of suburban and exurban areas lead to the spatial mismatch between working places and residential locations.
6. Conclusions
This paper focuses the work commuting behavior in public transit system and explores the distribution of the commuters’ travel time by metro and bus and the jobs-housing balance based on the smart card data of Nanjing (NSC). There are two main contributions in this study. First, the trip chain based on an individual-level smart card data is used to identify commutes which improve the accuracy of analysis results. Second, Gini coefficients are used to show the distribution of commuting time then jobs-housing ratio (JHR) is calculated to reveal the matching degree between jobs and residential places in each district. These findings will be conducive to better planning of public transport facilities and secure housing for urban planners and policymakers.
A Lorenz curve approach is presented to compare the distribution of commuting time in each district. The results show that the Gini coefficient is 0.251 in urban areas and 0.262 in non-urban areas. According to the practical norm, both coefficients show that the proportion of medium-range commutes by public transit in all commutes is bigger in Nanjing. The gap of each non-urban district in commuting time is larger than urban districts; the average commuting time is longer in on-urban districts. A more significant Gini coefficient and a longer average commuting time suggest that more commuters in suburban areas experiencing long-distance commutes compared with commuters from urban areas. This result, at some degree, reflects the spatial mismatch between jobs and residential places exist in Nanjing. Based on Cervero’s (1989) research, this study calculates the jobs-housing ratio (JHR). The result shows that the jobs of Xuanwu district are far more than the working population of this district, whereas the jobs and working population in other urban districts are relatively matched. The value of JHR is less than 0.8 in all suburban districts but Yuhuatai, that is to say, jobs of these districts are in short supply compared with their working population.
The jobs-housing mismatch reflects the urban spatial inequity from the perspective of jobs-housing relationship in space. The results of this study show that the home-work separation also exists in China and planners and policymakers should give more attention to this urban spatial inequity. As this inequity may restrict socially disadvantaged groups’ ability in commutes, migration and information seeking, then becoming structural barriers that affect their choice in housing and working places [
19,
28]. In light of these findings, advice for planners and policymakers are further proposed. A rational planning of public transport facilities to meet more commuters’ need in reducing commuting time. The construction of security housing should consider the distribution of jobs in order to alleviate the jobs–housing mismatch of medium or low-income stratum. All these strategies will contribute to help socially disadvantaged groups get more development space and chance. However, this study is based on a case study of Nanjing, an analysis of the mechanism of spatial mismatch on a larger scale is needed in further researches. Institutional and policy factors that are affecting the ability of socially vulnerable populations in adapting to the jobs–housing separation and spatial restructuring of cities should be introduced into the analytical framework to achieve a better understanding of the spatial inequity of China in the amid the transformation.