The hottest railway fixed asset investment speeds

2022-08-13
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Railway fixed assets investment speed-up equipment manufacturing enterprises are expected to benefit

railway fixed assets investment speed-up equipment manufacturing enterprises are expected to benefit

China Construction machinery information

Guide: with the acceleration of railway investment in the fourth quarter, the Ministry of Railways is about to invite tenders for motor cars, locomotives, freight cars and other vehicles, and railway equipment manufacturing enterprises, as direct beneficiaries, have attracted market attention. Many industry analysts believe that the railway investment speed up, the orders of related companies in the industrial chain are expected to increase, and the railway equipment has more

with the acceleration of railway investment in the fourth quarter, the Ministry of Railways is about to invite tenders for motor cars, locomotives, freight cars and other vehicles. As a direct beneficiary, railway equipment manufacturing enterprises have attracted market attention

most industry analysts believe that with the acceleration of railway investment, the orders of relevant companies in the industrial chain are expected to increase, and there are relatively clear investment opportunities for railway equipment

railway investment turns warmer

according to the data recently released by the Ministry of railways, the national railway fixed asset investment completed 81.013 billion yuan in October, with a year-on-year increase of 141.2%, the highest growth rate since March 2009. Among them, the railway infrastructure investment in the month was 69.776 billion yuan, an increase of 240.8% over 20.476 billion yuan in the same period last year, and an increase of 8.5% month on month, the highest in recent years

in the first 10 months of this year, the national railway fixed asset investment reached 425.17 billion yuan, a year-on-year decrease of 0.9%; Infrastructure investment was 361.83 billion yuan, a year-on-year decrease of 1.5%

if the total scale of the national railway fixed asset investment plan in 2012, which was recently released by the Ministry of railways, is 630billion yuan, the annual capital construction investment this year is 516billion yuan. To complete the annual investment plan, the railway investment in the last two months of this year must be close to 200billion yuan. In other words, the railway investment in the next two months will increase by 30% year-on-year and 33% month on month

as an important "steady growth" infrastructure project in the country, the recovery of the railway industry, the resumption of railway equipment orders and the upward boom are logical. Everbright Securities said in the latest report

in addition, from the perspective of urban rail transit, the national development and Reform Commission approved a large number of urban rail transit construction projects in September, with a total construction in progress of about 1840 kilometers and a long-term construction mileage of 3600 kilometers, which will bring about 1.6 trillion yuan due to the agglomeration investment of Jinan experimental machinery industry

according to the calculation of 6 vehicles per kilometer in large cities with high population density and 3 vehicles per kilometer in medium-sized cities with slightly lower population density, the demand for vehicles in the next few years may exceed 3000. The rapid growth of upstream investment has led to a rapid increase in the demand for rail transit equipment, and relevant manufacturers will benefit

restart of vehicle bidding

the acceleration of railway infrastructure investment will also bring opportunities to the railway equipment manufacturing industry. It is understood that the Ministry of railways may start bidding for a number of vehicles such as bullet trains, freight cars and locomotives in the near future

according to the analysis of securities companies, the orders produced and undelivered by CSR CNR are about 730 EMUs, which basically meets the demand of existing high-speed rail lines for EMUs by the end of 2012. The completion of the high-speed railway in 2013 will face the embarrassing situation of no cars available, and now the grass-roots Road Bureau is still in short supply of cars, whether bullet trains or locomotives

according to historical experience, vehicle procurement will be started years before the completion of the high-speed railway project, and the Ministry of Railways requires the delivery period to be months. In order to alleviate the shortage of trains in 2013, the Ministry of Railways is about to launch the bidding for multiple units, with a bidding scale of

in addition, with the continuous opening of passenger dedicated lines and high-speed railways, the Limited freight capacity will also be fully released, and the demand for trucks will also be stimulated. For example, using plasmon nanostructures for infrared stealth

"at the end of last year, the number of trucks in China was 643000, in addition to 140000 enterprise owned vehicles. The satisfaction rate of national railway freight vehicles is less than 40%, and the demand for enterprise owned vehicles continues to release. Coupled with the elimination and replacement of old trucks, it is expected that the total demand growth rate of domestic trucks can be maintained at about 10%." CSC securities predicted in the latest report

the continuous decline in raw material prices this year has also reduced the cost of enterprises, which is conducive to the increase of gross profit margin. "This year, the raw materials fell by about 200 yuan per ton, while the average axle price increased by 4. The belt and tension rose to 4500 yuan, and the gross profit margin of the axle is expected to rise to more than 9%." Analysis of CSC securities

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