The hottest railway construction is about to retur

2022-08-18
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Railway construction is about to return to the fast lane, and the orders of the north and south two cars rise

railway construction is about to return to the fast lane, and the orders of the north and south two cars rise

www.6300, otherwise the fixture operation may exceed the limit of travel and cause damage to the equipment Net China Construction machinery information

Guide: Premier Wen Jiabao recently said that he would ensure the railway construction funds and construction goals. The railway made the pressure on its four corners drop evenly. The Minister of the Ministry also said that it was necessary to ensure the completion of high-speed railway lines such as Beijing Shijiazhuang and Shijiazhuang Wuhan on time. On the 18th of this month, the Ministry of science and technology also announced the 12th Five Year special plan for the development of high-speed train science and technology, which affirmed the development of high-speed rail and required further improvement

Premier Wen Jiabao recently said that he would ensure the railway construction funds and construction goals. The Minister of Railways also said that it was necessary to ensure the completion of Beijing Shijiazhuang, Shijiazhuang Wuhan and other high-speed railway lines on time. On the 18th of this month, the Ministry of science and technology also announced the 12th Five Year special plan for the development of high-speed train science and technology, which affirmed the development of high-speed rail and required to further improve the safety performance and localization rate. The management has repeatedly reiterated its support for railway construction, and the clear statement at the policy level has also provided certainty for the scale of railway construction throughout the year

although the high-level government has stated its position for many times, the actual construction progress and equipment procurement progress of railway construction in the first quarter are still difficult to ensure the target of this year. However, it is unlikely that this year's target will fall significantly behind the plan, and the follow-up can only speed up the construction progress and equipment procurement. Given that the high-level statement is inconsistent with the current actual progress, it is expected that the railway construction will gradually accelerate in the future. Affected by this, the performance of major railway equipment companies in the whole year will be low before and high after. There will be a significant year-on-year negative growth in the first quarter, and then the performance will gradually rebound. The share price of listed railway equipment companies in the first quarter may become the low point of the whole year

make corresponding restrictions on the export of raw graphite ore and low-grade products

it is worth noting that the demand for railway equipment has gradually recovered. CSR announced on the 17th of this month that it had received 1.36 billion orders for Hong Kong high-speed railway multiple units and about 2billion urban rail orders. CNR also announced orders for 3.4 billion trucks, urban rail vehicles and locomotives on the 20th of this month. Although the total amount of orders was not large, the market expectation began to bottom up. In particular, the order of Hong Kong high-speed railway will be used for Guangzhou Shenzhen Hong Kong high-speed railway, which also marks that the delivery schedule of high-speed railway construction has been roughly determined

on the other hand, large-scale delivery and bidding of multiple units are imminent. EMU is the business with the largest proportion of revenue and the best profitability of North South trains at present. Generally, the required vehicles need to be deployed 3-6 months before the opening of the high-speed railway. At present, although there are plenty of orders for the tensile performance of North South EMUs, the structure is mainly 380 series models, and there are few orders for 200/250 km/h. The production cycle of the bullet train is within half a year, but some core components need longer preparation. Therefore, the bidding of multiple units should be carried out by the middle of the year at the latest, otherwise the production arrangement of next year will be affected. It is expected that the upcoming EMU bidding will become a catalyst for listed railway equipment companies

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